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Newport Wealth Strategies, Inc. Buys The Walt Disney Co

GuruFocus.com
·2 min read

- By insider

Investment company Newport Wealth Strategies, Inc. (Current Portfolio) buys The Walt Disney Co during the 3-months ended 2020Q4, according to the most recent filings of the investment company, Newport Wealth Strategies, Inc.. As of 2020Q4, Newport Wealth Strategies, Inc. owns 86 stocks with a total value of $122 million. These are the details of the buys and sells.

  • New Purchases: DIS,


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. CSIM Schwab U.S. Large-Cap Growth ETF (SCHG) - 87,514 shares, 8.29% of the total portfolio.

  2. Vanguard Growth ETF (VUG) - 36,440 shares, 6.82% of the total portfolio.

  3. Apple Inc (AAPL) - 63,689 shares, 6.07% of the total portfolio.

  4. Vanguard Utilities ETF (VPU) - 46,790 shares, 4.97% of the total portfolio.

  5. CSIM Schwab U.S. Large-Cap ETF (SCHX) - 64,230 shares, 4.26% of the total portfolio.

New Purchase: The Walt Disney Co (DIS)

Newport Wealth Strategies, Inc. initiated holding in The Walt Disney Co. The purchase prices were between $118.47 and $181.18, with an estimated average price of $144.4. The stock is now traded at around $173.430000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,620 shares as of 2020-12-31.



Here is the complete portfolio of Newport Wealth Strategies, Inc.. Also check out:

1. Newport Wealth Strategies, Inc.'s Undervalued Stocks

2. Newport Wealth Strategies, Inc.'s Top Growth Companies, and

3. Newport Wealth Strategies, Inc.'s High Yield stocks

4. Stocks that Newport Wealth Strategies, Inc. keeps buyingThis article first appeared on GuruFocus.