New Perspectives

New Perspectives as of March 31, 2025

Portfolio Holdings for New Perspectives

New Perspectives holds 38 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPYM) 28.3 $53M 808k 65.76
Invesco Qqq Tr Unit Ser 1 (QQQ) 14.0 $26M 56k 468.92
Wisdomtree Tr Floatng Rat Trea (USFR) 12.7 $24M 474k 50.33
Ishares Tr Core Msci Eafe (IEFA) 12.1 $23M 300k 75.65
Spdr Ser Tr Portfolio S&p400 (SPMD) 7.4 $14M 270k 51.18
Ishares Tr Russell 2000 Etf (IWM) 7.1 $13M 67k 199.49
Vanguard Specialized Funds Div App Etf (VIG) 4.3 $8.0M 41k 193.99
World Gold Tr Spdr Gld Minis (GLDM) 2.2 $4.1M 66k 61.89
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.9 $3.6M 19k 193.02
Apple (AAPL) 1.5 $2.8M 13k 222.12
Vanguard Index Fds Mid Cap Etf (VO) 1.3 $2.4M 9.3k 258.62
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.9 $1.6M 2.00 798441.50
Wisdomtree Tr Us Smallcap Fund (EES) 0.8 $1.5M 31k 48.84
Sherwin-Williams Company (SHW) 0.7 $1.3M 3.6k 349.19
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $1.1M 19k 60.66
Eli Lilly & Co. (LLY) 0.5 $906k 1.1k 825.91
Vanguard Index Fds Growth Etf (VUG) 0.4 $675k 1.8k 370.82
EastGroup Properties (EGP) 0.3 $605k 3.4k 176.13
Microsoft Corporation (MSFT) 0.3 $570k 1.5k 375.40
Vanguard World Health Car Etf (VHT) 0.3 $485k 1.8k 264.73
JPMorgan Chase & Co. (JPM) 0.2 $391k 1.6k 245.29
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $382k 1.1k 361.09
Autodesk (ADSK) 0.2 $367k 1.4k 261.80
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.2 $309k 6.5k 47.60
Vanguard Index Fds Value Etf (VTV) 0.2 $304k 1.8k 172.74
Union Pacific Corporation (UNP) 0.2 $299k 1.3k 236.24
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $291k 1.7k 172.26
Amgen (AMGN) 0.2 $287k 920.00 311.55
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $282k 13k 21.53
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $253k 7.0k 36.41
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $243k 4.2k 58.16
NVIDIA Corporation (NVDA) 0.1 $237k 2.2k 108.38
UnitedHealth (UNH) 0.1 $233k 444.00 523.75
Chubb (CB) 0.1 $230k 762.00 301.99
Regions Financial Corporation (RF) 0.1 $223k 10k 21.73
Abbvie (ABBV) 0.1 $215k 1.0k 209.51
Alliant Energy Corporation (LNT) 0.1 $208k 3.2k 64.35
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $201k 1.8k 111.49