Newport Capital Group, LLC Incresed Positions in Q4 2024

Newport Capital Group, LLC

  • $135 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
404
+ 1.12%
$370.24 - $418.94 $150K - $169K
36.3K $14.6M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
9.63K
+ 37.04%
$115.08 - $119.55 $1.11M - $1.15M
35.6K $4.12M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
9.28K
+ 13.77%
$50.37 - $50.6 $467K - $469K
76.7K $3.86M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.11K
+ 47.0%
$34.13 - $37.35 $243K - $265K
22.2K $758K
AAPL
Apple Inc.

Technology
212
+ 3.13%
$221.69 - $259.02 $47K - $54.9K
6.98K $1.75M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.67K
+ 8.73%
$96.64 - $101.23 $355K - $372K
45.8K $4.44M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
265
+ 2.93%
$563.99 - $620.12 $149K - $164K
9.32K $5.31M
IWM
Ishares Russell 2000 ETF

ETFs
601
+ 1.96%
$216.13 - $242.4 $130K - $146K
31.3K $6.91M
GII
Spdr S&P Global Infrasture ETF

ETFs
3.2K
+ 12.43%
$57.64 - $63.28 $184K - $202K
28.9K $1.71M
VDE
Vanguard Energy ETF

ETFs
1.17K
+ 7.51%
$116.67 - $136.78 $137K - $160K
16.8K $2.04M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
636
+ 2.87%
$53.94 - $58.15 $34.3K - $37K
22.8K $1.28M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.25K
+ 35.44%
$67.29 - $73.38 $84K - $91.6K
4.77K $323K
VNQ
Vanguard Specialized Funds Van

ETFs
1.3K
+ 14.44%
$87.85 - $98.6 $114K - $128K
10.3K $916K
IGF
Ishares Global Infrastructure

ETFs
920
+ 10.93%
$51.2 - $55.7 $47.1K - $51.2K
9.33K $487K
VB
Vanguard Small Cap ETF

ETFs
21
+ 1.13%
$233.76 - $261.58 $4.91K - $5.49K
1.88K $451K
WIT
Wipro LTD

Technology
14.6K
+ 100.0%
$3.54 - $7.24 $51.7K - $106K
29.2K $103K
PFS
Provident Financial Services Inc

Financial Services
162
+ 1.14%
$17.64 - $21.86 $2.86K - $3.54K
14.4K $271K
JNJ
Johnson & Johnson

Healthcare
279
+ 8.76%
$143.34 - $165.86 $40K - $46.3K
3.46K $500K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
42
+ 2.21%
$114.08 - $125.68 $4.79K - $5.28K
1.94K $222K
RWR
Spdr Dow Jones Reit ETF

ETFs
6
+ 0.22%
$97.84 - $108.61 $587 - $652
2.7K $266K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.48K
+ 2.25%
$183.23 - $199.79 $272K - $296K
67.4K $12.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
948
+ 4.09%
$75.1 - $82.99 $71.2K - $78.7K
24.1K $1.82M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.73K
+ 2.63%
$44.04 - $49.49 $76.1K - $85.5K
67.5K $2.97M
VEA
Vanguard Ftse Developed Market

ETFs
2.68K
+ 1.66%
$47.57 - $52.44 $127K - $140K
164K $7.82M
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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