MondegarAI
Newport Capital Group, LLC

Q4 2024 · 13F-HR

Newport Capital Group, LLCholdings as filed

Filed 2025-01-30 · accession 0001085146-25-000616

$135.7M
Reported value
56
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
363576109AJGGALLAGHER ARTHUR J & CO$16.3M12.0%57,447CommonNONE
464287614IWFISHARES TR$14.6M10.8%36,323CommonNONE
464287598IWDISHARES TR$12.5M9.20%67,424CommonNONE
921937835BNDVANGUARD BD INDEX FDS$10.8M7.96%150,231CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$10.3M7.56%176,851CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$7.8M5.76%163,510CommonNONE
464287655IWMISHARES TR$6.9M5.09%31,254CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TR$5.3M3.92%9,321CommonNONE
464287226AGGISHARES TR$4.4M3.27%45,771CommonNONE
464288661IEIISHARES TR$4.1M3.03%35,641CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$3.9M2.85%76,666CommonNONE
464287200IVVISHARES TR$3.3M2.43%5,593CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.0M2.19%67,465CommonNONE
92204A306VDEVANGUARD WORLD FD$2.0M1.50%16,799CommonNONE
594918104MSFTMICROSOFT CORP$2.0M1.48%4,776CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$2.0M1.48%34,829CommonNONE
464287507IJHISHARES TR$1.9M1.38%30,036CommonNONE
464287465EFAISHARES TR$1.8M1.34%24,109CommonNONE
037833100AAPLAPPLE INC$1.7M1.29%6,982CommonNONE
78463X855GIISPDR INDEX SHS FDS$1.7M1.26%28,918CommonNONE
464287499IWRISHARES TR$1.6M1.18%18,066CommonNONE
46654Q203JEPQJ P MORGAN EXCHANGE TRADED F$1.3M0.95%22,791CommonNONE
37954Y475XYLDGLOBAL X FDS$1.3M0.93%30,147CommonNONE
02079K305GOOGLALPHABET INC$1.1M0.82%5,859CommonNONE
464287408IVEISHARES TR$1.0M0.76%5,370CommonNONE
464287234EEMISHARES TR$1.0M0.75%24,232CommonNONE
922908553VNQVANGUARD INDEX FDS$916,2190.68%10,287CommonNONE
57636Q104MAMASTERCARD INCORPORATED$913,5600.67%1,735CommonNONE
67066G104NVDANVIDIA CORPORATION$770,0270.57%5,734CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$758,5050.56%22,225CommonNONE
92826C839VVISA INC$638,7150.47%2,021CommonNONE
09290D101BLKBLACKROCK INC$594,4440.44%580CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$508,2610.37%18,604CommonNONE
478160104JNJJOHNSON & JOHNSON$500,9020.37%3,464CommonNONE
464288372IGFISHARES TR$487,8950.36%9,334CommonNONE
023135106AMZNAMAZON COM INC$456,1120.34%2,079CommonNONE
922908751VBVANGUARD INDEX FDS$451,9390.33%1,880CommonNONE
922908629VOVANGUARD INDEX FDS$416,6370.31%1,576CommonNONE
922908363VOOVANGUARD INDEX FDS$408,0840.30%755CommonNONE
02079K107GOOGALPHABET INC$399,0040.29%2,095CommonNONE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$353,1120.26%1,788CommonNONE
464287804IJRISHARES TR$330,0090.24%2,865CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$323,7100.24%4,769CommonNONE
91529Y106UNMUNUM GROUP$322,7660.24%4,420CommonNONE
74386T105PFSPROVIDENT FINL SVCS INC$271,7260.20%14,400CommonNONE
78464A607RWRSPDR SER TR$266,5850.20%2,695CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$255,6500.19%564CommonNONE
11135F101AVGOBROADCOM INC$252,2420.19%1,088CommonNONE
92206C680VONGVANGUARD SCOTTSDALE FDS$251,8590.19%2,438CommonNONE
88160R101TSLATESLA INC$242,3050.18%600CommonNONE
922042718VSSVANGUARD INTL EQUITY INDEX F$222,3360.16%1,942CommonNONE
464288745RXIISHARES TR$215,4850.16%1,169CommonNONE
191216100KOCOCA COLA CO$204,4070.15%3,283CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$201,6990.15%220CommonNONE
97651M109WITWIPRO LTD$103,3970.08%29,208CommonNONE
235750106DAMON INC$12,6730.01%14,909CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.