New Perspectives

New Perspectives as of Dec. 31, 2024

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