Newport Capital Group, LLC

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Red Bank, NJ
CIK
0001869032
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 47 107,558 AJG, BND, VGIT, IWD 13F-HR 11/14/2023 000108514623004409
Q2 2023 69 199,161 IDT, CWH, AJG, MC 13F-HR 7/24/2023 000108514623002870
Q1 2023 18 87,005 IDT, CWH, MC, XPEL 13F-HR 4/11/2023 000108514623001626
Q4 2022 44 100,224 AJG, VGSH, IWD, BND 13F-HR 2/6/2023 000108514623000629
Q3 2022 62 193,027 VGSH, BND, AJG, IWD 13F-HR 10/28/2022 000108514622003650
Q2 2022 45 96,810 VGSH, BND, IWD, AJG 13F-HR 7/28/2022 000108514622002643
Q1 2022 59 133,449 TIP, IWD, AJG, IWF 13F-HR 4/26/2022 000108514622001583
Q4 2021 59 134,975 TIP, IWD, AJG, IWF 13F-HR 1/27/2022 000108514622000371
Q3 2021 60 129,550 TIP, AJG, IWD, IWF 13F-HR 1/27/2022 000108514622000370
Q2 2021 57 126,327 TIP, AJG, IWD, IWF 13F-HR 10/12/2021 000108514621002730
Q1 2021 59 120,034 VOO, TIP, AJG, IVV 13F-HR 7/8/2021 000108514621001866
Q4 2020 61 116,046 VOO, TIP, AJG, IVV 13F-HR 7/8/2021 000108514621001865