New Perspectives

New Perspectives as of June 30, 2025

Portfolio Holdings for New Perspectives

New Perspectives holds 36 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPYM) 27.8 $56M 774k 72.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 13.1 $27M 48k 551.64
Ishares Tr Core Msci Eafe (IEFA) 12.6 $26M 306k 83.48
Wisdomtree Tr Floatng Rat Trea (USFR) 12.6 $25M 506k 50.31
Spdr Series Trust Portfolio S&p400 (SPMD) 7.3 $15M 273k 54.38
Ishares Tr Russell 2000 Etf (IWM) 6.1 $12M 57k 215.79
World Gold Tr Spdr Gld Minis (GLDM) 5.0 $10M 155k 65.52
Vanguard Specialized Funds Div App Etf (VIG) 4.1 $8.2M 40k 204.67
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.2 $4.5M 20k 227.10
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.5M 9.0k 279.83
Apple (AAPL) 1.1 $2.3M 11k 205.16
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.5M 2.00 728800.00
Wisdomtree Tr Us Smallcap Fund (EES) 0.7 $1.3M 26k 50.96
Sherwin-Williams Company (SHW) 0.6 $1.2M 3.6k 343.36
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.6 $1.2M 18k 67.22
Eli Lilly & Co. (LLY) 0.4 $855k 1.1k 779.53
Vanguard Index Fds Growth Etf (VUG) 0.4 $797k 1.8k 438.40
Microsoft Corporation (MSFT) 0.4 $756k 1.5k 497.35
EastGroup Properties (EGP) 0.3 $574k 3.4k 167.12
JPMorgan Chase & Co. (JPM) 0.2 $494k 1.7k 289.93
Vanguard World Health Car Etf (VHT) 0.2 $455k 1.8k 248.34
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $449k 1.1k 424.58
Autodesk (ADSK) 0.2 $433k 1.4k 309.57
NVIDIA Corporation (NVDA) 0.2 $346k 2.2k 157.99
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $326k 1.7k 192.71
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $312k 13k 23.83
Vanguard Index Fds Value Etf (VTV) 0.2 $311k 1.8k 176.74
Spdr Series Trust Nuveen Ice Short (SHM) 0.2 $311k 6.5k 47.83
Union Pacific Corporation (UNP) 0.1 $291k 1.3k 230.08
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $281k 7.0k 40.49
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $265k 4.2k 63.56
Amgen (AMGN) 0.1 $257k 920.00 279.21
Regions Financial Corporation (RF) 0.1 $242k 10k 23.52
Chubb (CB) 0.1 $221k 762.00 289.72
Oracle Corporation (ORCL) 0.1 $219k 1.0k 218.63
Costco Wholesale Corporation (COST) 0.1 $206k 208.00 989.94