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New Perspectives

Latest statistics and disclosures from New Perspectives's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, QQQ, IEFA, SPMD, IWM, and represent 75.71% of New Perspectives's stock portfolio.
Added to shares of these 10 stocks: QQQM, IEFA, IWM, SCHB, SPMD, NVDA, USFR, AAPL, MSFT, EGP.
Reduced shares in these 10 stocks: SPLG, QQQ, NTSX, , VIG, EES, SPY, VWO, VO, VXF.
Sold out of its positions in ABBV, NTSX.
New Perspectives was a net seller of stock by $-792k.
New Perspectives has $187M in assets under management (AUM), dropping by -0.63%.
Central Index Key (CIK): 0001909565

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Portfolio Holdings for New Perspectives

New Perspectives holds 35 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	32.0	$60M		867k	68.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	16.3	$31M	-2%	60k	511.23	View chart
Ishares Tr Core Msci Eafe (IEFA)	12.1	$23M	+2%	322k	70.28	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	7.6	$14M		261k	54.69	View chart
Ishares Tr Russell 2000 Etf (IWM)	7.6	$14M	+2%	64k	220.96	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	7.1	$13M		263k	50.32	View chart
Vanguard Specialized Funds Div App Etf (VIG)	4.4	$8.2M		42k	195.83	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.9	$3.6M	+15%	17k	210.45	View chart
Apple (AAPL)	1.7	$3.2M		13k	250.41	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$2.6M		60k	44.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.4	$2.6M		9.7k	264.14	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.9	$1.7M		31k	53.94	View chart
Sherwin-Williams Company (SHW)	0.7	$1.2M		3.6k	339.93	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.6	$1.1M		20k	57.41	View chart
Eli Lilly & Co. (LLY)	0.5	$847k		1.1k	772.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$747k		1.8k	410.44	View chart
Microsoft Corporation (MSFT)	0.3	$640k		1.5k	421.51	View chart
EastGroup Properties (EGP)	0.3	$551k		3.4k	160.47	View chart
Vanguard World Health Car Etf (VHT)	0.2	$465k		1.8k	253.69	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$425k		1.1k	401.58	View chart
Autodesk (ADSK)	0.2	$414k		1.4k	295.57	View chart
JPMorgan Chase & Co. (JPM)	0.2	$382k		1.6k	239.68	View chart
NVIDIA Corporation (NVDA)	0.2	$372k	+57%	2.8k	134.29	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$345k		1.8k	189.98	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$298k		1.8k	169.30	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$297k	+200%	13k	22.70	View chart
Union Pacific Corporation (UNP)	0.2	$288k		1.3k	228.04	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.1	$247k		3.3k	74.78	View chart
Regions Financial Corporation (RF)	0.1	$242k		10k	23.52	View chart
Amgen (AMGN)	0.1	$240k		920.00	260.64	View chart
UnitedHealth (UNH)	0.1	$225k		444.00	505.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$222k	-7%	379.00	586.26	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$220k		4.2k	52.70	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$217k		6.4k	34.13	View chart
Chubb (CB)	0.1	$211k		762.00	276.30	View chart

Past Filings by New Perspectives

SEC 13F filings are viewable for New Perspectives going back to 2021

New Perspectives 2024 Q4 filed Jan. 22, 2025
New Perspectives 2024 Q3 filed Oct. 18, 2024
New Perspectives 2024 Q2 filed July 17, 2024
New Perspectives 2024 Q1 filed April 22, 2024
New Perspectives 2022 Q2 filed Jan. 25, 2023
New Perspectives 2022 Q4 filed Jan. 24, 2023
New Perspectives 2022 Q3 filed Jan. 24, 2023
New Perspectives 2022 Q1 filed May 11, 2022
New Perspectives 2021 Q3 filed April 7, 2022
New Perspectives 2021 Q2 filed April 7, 2022
New Perspectives 2021 Q4 filed Feb. 9, 2022

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