Newport Wealth Strategies, Inc. Buys Schwab U.S. Large-Cap Growth, Schwab U.S. Large-Cap, Vanguard S&P 500, Sells Vanguard Health Care, SPDR Gold Trust, Energous Corp

Investment company Newport Wealth Strategies, Inc. buys Schwab U.S. Large-Cap Growth, Schwab U.S. Large-Cap, Vanguard S&P 500, Invesco S&P 500 Low Volatility, Xtrackers MSCI EAFE Hedged Equity, Apple Inc, Alphabet Inc, FlexShares Quality Dividend Index Fund, Amazon.com Inc, UnitedHealth Group Inc, Cisco Systems Inc, Adobe Inc, Boeing Co, Microsoft Corp, Salesforce.com Inc, iShares Core S&P Mid-Cap, Square Inc, Nike Inc, JPMorgan Chase, iShares Core S&P Small-Cap, Bank of America Corporation, sells Vanguard Health Care, SPDR Gold Trust, Energous Corp during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Newport Wealth Strategies, Inc.. As of 2019Q1, Newport Wealth Strategies, Inc. owns 70 stocks with a total value of $94 million. These are the details of the buys and sells.

For the details of Newport Wealth Strategies, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/newport+wealth+strategies%2C+inc./current-portfolio/portfolio

These are the top 5 holdings of Newport Wealth Strategies, Inc.
  1. Schwab U.S. Large-Cap Growth (SCHG) - 129,411 shares, 11.14% of the total portfolio. Shares added by 76.84%
  2. Vanguard Growth (VUG) - 46,365 shares, 7.87% of the total portfolio. Shares added by 18.36%
  3. Schwab U.S. Large-Cap (SCHX) - 82,585 shares, 6.04% of the total portfolio. Shares added by 79.61%
  4. Vanguard Div Appreciation (VIG) - 37,824 shares, 4.44% of the total portfolio. Shares added by 10.64%
  5. Schwab U.S. Mid Cap (SCHM) - 66,453 shares, 3.99% of the total portfolio. Shares added by 5.09%
New Purchase: Vanguard S&P 500 (VOO)

Newport Wealth Strategies, Inc. initiated holding in Vanguard S&P 500. The purchase prices were between $224.5 and $261.43, with an estimated average price of $249.48. The stock is now traded at around $264.14. The impact to a portfolio due to this purchase was 2.12%. The holding were 7,574 shares as of .

New Purchase: Invesco S&P 500 Low Volatility (SPLV)

Newport Wealth Strategies, Inc. initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $52.66. The impact to a portfolio due to this purchase was 1.16%. The holding were 20,548 shares as of .

New Purchase: UnitedHealth Group Inc (UNH)

Newport Wealth Strategies, Inc. initiated holding in UnitedHealth Group Inc. The purchase prices were between $236.02 and $271.13, with an estimated average price of $255.35. The stock is now traded at around $248.75. The impact to a portfolio due to this purchase was 0.55%. The holding were 2,105 shares as of .

New Purchase: Cisco Systems Inc (CSCO)

Newport Wealth Strategies, Inc. initiated holding in Cisco Systems Inc. The purchase prices were between $41.07 and $53.99, with an estimated average price of $48.46. The stock is now traded at around $55.29. The impact to a portfolio due to this purchase was 0.49%. The holding were 8,201 shares as of .

New Purchase: Adobe Inc (ADBE)

Newport Wealth Strategies, Inc. initiated holding in Adobe Inc. The purchase prices were between $215.7 and $267.69, with an estimated average price of $251.74. The stock is now traded at around $269.16. The impact to a portfolio due to this purchase was 0.4%. The holding were 1,375 shares as of .

New Purchase: iShares Core S&P Mid-Cap (IJH)

Newport Wealth Strategies, Inc. initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $162.83 and $193.4, with an estimated average price of $184.41. The stock is now traded at around $193.45. The impact to a portfolio due to this purchase was 0.35%. The holding were 1,715 shares as of .

Added: Schwab U.S. Large-Cap Growth (SCHG)

Newport Wealth Strategies, Inc. added to a holding in Schwab U.S. Large-Cap Growth by 76.84%. The purchase prices were between $66.84 and $80.15, with an estimated average price of $75.54. The stock is now traded at around $81.14. The impact to a portfolio due to this purchase was 4.84%. The holding were 129,411 shares as of .

Added: Schwab U.S. Large-Cap (SCHX)

Newport Wealth Strategies, Inc. added to a holding in Schwab U.S. Large-Cap by 79.61%. The purchase prices were between $58.26 and $68.11, with an estimated average price of $64.92. The stock is now traded at around $68.82. The impact to a portfolio due to this purchase was 2.68%. The holding were 82,585 shares as of .

Added: Xtrackers MSCI EAFE Hedged Equity (DBEF)

Newport Wealth Strategies, Inc. added to a holding in Xtrackers MSCI EAFE Hedged Equity by 76.60%. The purchase prices were between $27.63 and $31.37, with an estimated average price of $30.04. The stock is now traded at around $31.73. The impact to a portfolio due to this purchase was 0.85%. The holding were 57,360 shares as of .

Added: Apple Inc (AAPL)

Newport Wealth Strategies, Inc. added to a holding in Apple Inc by 27.68%. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $201.57. The impact to a portfolio due to this purchase was 0.64%. The holding were 14,172 shares as of .

Added: Alphabet Inc (GOOGL)

Newport Wealth Strategies, Inc. added to a holding in Alphabet Inc by 51.50%. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1201.60. The impact to a portfolio due to this purchase was 0.64%. The holding were 1,462 shares as of .

Added: FlexShares Quality Dividend Index Fund (QDF)

Newport Wealth Strategies, Inc. added to a holding in FlexShares Quality Dividend Index Fund by 52.84%. The purchase prices were between $39.01 and $45.08, with an estimated average price of $43.09. The stock is now traded at around $45.45. The impact to a portfolio due to this purchase was 0.63%. The holding were 37,463 shares as of .



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