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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Newport Wealth Strategies, Inc. INSTITUTION : Newport Wealth Strategies, Inc.
Newport Wealth Strategies, Inc. Portfolio (reported on 2020-04-16)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 10,196,000 115,879 9.59%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 8,901,000 51,161 8.37%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 6,943,000 102,863 6.53%
APPLE INC    (COM) AAPL 5,265,000 18,342 4.95%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 4,191,000 37,073 3.94%
AMAZON COM INC    (COM) AMZN 3,541,000 1,551 3.33%
MICROSOFT CORP    (COM) MSFT 3,495,000 20,123 3.28%
WISDOMTREE TR    (FLOATNG RAT TREA) USFR 3,087,000 122,974 2.90%
ALPHABET INC    (CAP STK CL A) GOOGL 3,010,000 2,379 2.83%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 2,915,000 41,500 2.74%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 2,896,000 15,011 2.72%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 2,857,000 62,277 2.68%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 2,608,000 9,995 2.45%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 2,482,000 50,049 2.33%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000IDX) VONE 2,266,000 17,562 2.13%
SPDR GOLD TRUST    (GOLD SHS) GLD 2,104,000 12,934 1.97%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 1,865,000 7,950 1.75%
DBX ETF TR    (XTRACK MSCI EAFE) DBEF 1,823,000 65,061 1.71%
EXXON MOBIL CORP    (COM) XOM 1,686,000 39,734 1.58%
VERTICAL CAP INCOME FD    (SHS BEN INT) 1,642,000 180,983 1.54%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 1,524,000 27,400 1.43%
FLEXSHARES TR    (READY ACC VARI) RAVI 1,450,000 19,292 1.36%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 1,428,000 27,650 1.34%
ISHARES TR    (MSCI MIN VOL ETF) USMV 1,419,000 23,820 1.33%
VANGUARD ADMIRAL FDS INC    (500 GRTH IDX F) VOOG 1,270,000 7,711 1.19%
SPDR SER TR    (PRTFLO S&P500 GW) ELG 1,113,000 28,125 1.04%
FLEXSHARES TR    (QUALT DIVD IDX) QDF 1,061,000 26,810 0.99%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 1,060,000 11,700 0.99%
INVESCO EXCHANGE TRADED FD T    (S&P500 EQL WGT) 938,000 10,130 0.88%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 869,000 3 0.81%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 830,000 16,600 0.78%
INVESCO EXCHANGE-TRADED FD T    (S&P500 LOW VOL) 824,000 15,960 0.77%
ADOBE INC    (COM) ADBE 812,000 2,382 0.76%
HOME DEPOT INC    (COM) HD 708,000 3,420 0.66%
ISHARES TR    (RUS MDCP VAL ETF) IWS 660,000 9,306 0.62%
ISHARES TR    (1 3 YR TREAS BD) SHY 637,000 7,355 0.59%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 621,000 20,728 0.58%
VANGUARD WORLD FDS    (HEALTH CAR ETF) VHT 618,000 3,390 0.58%
VANGUARD WORLD FDS    (FINANCIALS ETF) VFH 555,000 10,098 0.52%
VANGUARD INDEX FDS    (MID CAP ETF) VO 533,000 3,650 0.50%
WISDOMTREE TR    (US MIDCAP DIVID) DON 509,000 19,377 0.47%
EDWARDS LIFESCIENCES CORP    (COM) EW 496,000 2,295 0.46%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 457,000 8,250 0.43%
ISHARES TR    (IBOXX INV CP ETF) LQD 448,000 3,449 0.42%
VERIZON COMMUNICATIONS INC    (COM) VZ 438,000 7,529 0.41%
ISHARES TR    (S&P SML 600 GWT) IJT 431,000 2,925 0.40%
JPMORGAN CHASE & CO    (COM) JPM 426,000 4,462 0.40%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 416,000 1,467 0.39%
DISNEY WALT CO    (COM DISNEY) DIS 382,000 3,607 0.35%
WISDOMTREE TR    (US MIDCAP FUND) EZM 371,000 12,975 0.34%
CISCO SYS INC    (COM) CSCO 365,000 8,529 0.34%
TARGET CORP    (COM) TGT 354,000 3,268 0.33%
BOEING CO    (COM) BA 350,000 2,481 0.32%
FACEBOOK INC    (CL A) FB 338,000 1,895 0.31%
VANGUARD INDEX FDS    (VALUE ETF) VTV 329,000 3,370 0.30%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 319,000 4,952 0.30%
MERCK & CO. INC    (COM) MRK 296,000 3,575 0.27%
WALMART INC    (COM) WMT 291,000 2,257 0.27%
ANTHEM INC    (COM) ANTM 290,000 1,150 0.27%
SPDR SER TR    (S&P 600 SML CAP) DSC 287,000 5,538 0.27%
LOCKHEED MARTIN CORP    (COM) LMT 285,000 749 0.26%
BK OF AMERICA CORP    (COM) BAC 285,000 12,001 0.26%
ISHARES TR    (GLOB HLTHCRE ETF) IXJ 285,000 4,320 0.26%
ISHARES TR    (MSCI EAFE ETF) EFA 282,000 5,035 0.26%
VANGUARD SCOTTSDALE FDS    (VNG RUS1000GRW) VONG 279,000 1,624 0.26%
ABBVIE INC    (COM) ABBV 270,000 3,290 0.25%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 268,000 16,253 0.25%
ISHARES TR    (CORE S&P MCP ETF) IJH 267,000 1,705 0.25%
EXP WORLD HLDGS INC    (COM) 263,000 31,611 0.24%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 247,000 3,182 0.23%
FIRST TR EXCHNG TRADED FD VI    (CBOE EQT DEP NOV) 246,000 8,300 0.23%
JOHNSON & JOHNSON    (COM) JNJ 242,000 1,660 0.22%
MOSAIC CO NEW    (COM) MOS 242,000 19,900 0.22%
ISHARES TR    (SELECT DIVID ETF) DVY 236,000 2,925 0.22%
STARBUCKS CORP    (COM) SBUX 231,000 3,142 0.21%
ISHARES TR    (S&P MC 400VL ETF) IJJ 226,000 1,890 0.21%
ROYAL DUTCH SHELL PLC    (SPONS ADR A) RDS.A 225,000 6,079 0.21%
FLEXSHARES TR    (INTL QLTDV IDX) IQDF 223,000 11,976 0.20%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 219,000 767 0.20%
SALESFORCE COM INC    (COM) CRM 213,000 1,350 0.20%
SELECT SECTOR SPDR TR    (SBI CONS STPLS) XLP 210,000 3,495 0.19%
UNITED RENTALS INC    (COM) URI 205,000 1,890 0.19%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 204,000 1,650 0.19%
NVIDIA CORP    (COM) NVDA 202,000 710 0.19%
ENERGY TRANSFER LP    (COM UT LTD PTN) ETE 78,000 12,780 0.07%
ABERDEEN ASIA-PACIFIC INCOME    (COM) FAX 36,000 10,000 0.03%
ENERGOUS CORP    (COM) WATT 12,000 12,000 0.01%
Total Value As 2020-03-31: 106,277,000 SEC FILING
* Portfolios do not reflect changes after reporting
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