Newport Capital Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    red bank, NJ
  • CIK
    0001869032
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

56

$135.72M
AJG, IWF, IWD, BND
13F-HR
Jan 30, 2025
000108514625000616

55

$135.72M
AJG, IWF, IWD, BND
13F-HR
Nov 12, 2024
000108514624005506

50

$126.34M
AJG, IWF, IWD, BND
13F-HR
Aug 16, 2024
000108514624004047

47

$107.56M
AJG, BND, VANGUARD SCOTTSDALE FDS, IWD
13F-HR
Nov 14, 2023
000108514623004409

69

$199.16M
IDT, CWH, AJG, MC
13F-HR
Jul 24, 2023
000108514623002870

18

$87.01M
IDT, CWH, MC, XPEL/U
13F-HR
Apr 11, 2023
000108514623001626

44

$100.22M
AJG, VGSH, IWD, BND
13F-HR
Feb 6, 2023
000108514623000629

62

$193.03M
VGSH, BND, AJG, IWD
13F-HR
Oct 28, 2022
000108514622003650

45

$96.81M
VGSH, BND, IWD, AJG
13F-HR
Jul 29, 2022
000108514622002643

59

$133.45M
TIP, IWD, AJG, IWF
13F-HR
Apr 27, 2022
000108514622001583

59

$134.97M
TIP, IWD, AJG, IWF
13F-HR
Jan 28, 2022
000108514622000371

60

$129.55M
TIP, AJG, IWD, IWF
13F-HR
Jan 28, 2022
000108514622000370

57

$126.33M
TIP, AJG, IWD, IWF
13F-HR
Oct 13, 2021
000108514621002730

59

$120.03M
VOO, TIP, AJG, IVV
13F-HR
Jul 8, 2021
000108514621001866

61

$116.05M
VOO, TIP, AJG, IVV
13F-HR
Jul 8, 2021
000108514621001865
Newport Capital Group, Llc 13F Filings