Newport Capital Group, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 30, 2025
Value $
$136M
Signature - Title
Michelle Bennett - Executive Vice President
Location
Red Bank, NJ
Summary
This page shows a list of all the recent 13F filings made by Newport Capital Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Newport Capital Group, LLC reported 56 stock holdings with total value $136M as of Q4 2024. Top holdings included AJG, IWF, IWD, BND, and VGIT.
Holdings Value