New Perspectives

New Perspectives as of Sept. 30, 2025

Portfolio Holdings for New Perspectives

New Perspectives holds 40 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 25.6 $57M 731k 78.34
Invesco Qqq Tr Unit Ser 1 (QQQ) 12.4 $28M 46k 600.37
Ishares Tr Core Msci Eafe (IEFA) 12.1 $27M 309k 87.31
Wisdomtree Tr Floatng Rat Trea (USFR) 9.3 $21M 412k 50.27
Spdr Series Trust Portfolio S&p400 (SPMD) 7.1 $16M 277k 57.19
Northern Lts Fd Tr Ii Weitz Core Plus 6.5 $15M 569k 25.46
Ishares Tr Russell 2000 Etf (IWM) 6.4 $14M 59k 241.96
World Gold Tr Spdr Gld Minis (GLDM) 5.4 $12M 158k 76.45
Vanguard Specialized Funds Div App Etf (VIG) 3.7 $8.3M 39k 215.79
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.4 $5.5M 22k 247.12
Apple (AAPL) 1.3 $2.8M 11k 254.62
Vanguard Index Fds Mid Cap Etf (VO) 1.2 $2.7M 9.0k 293.73
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.5M 2.00 754200.00
Wisdomtree Tr Us Smallcap Fund (EES) 0.6 $1.3M 23k 55.87
Sherwin-Williams Company (SHW) 0.6 $1.2M 3.6k 346.26
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.5 $1.2M 17k 71.37
Vanguard Index Fds Growth Etf (VUG) 0.4 $872k 1.8k 479.61
Eli Lilly & Co. (LLY) 0.4 $837k 1.1k 763.00
Microsoft Corporation (MSFT) 0.4 $788k 1.5k 517.80
EastGroup Properties (EGP) 0.3 $581k 3.4k 169.26
JPMorgan Chase & Co. (JPM) 0.2 $537k 1.7k 315.48
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $495k 1.1k 468.41
Autodesk (ADSK) 0.2 $445k 1.4k 317.67
Vanguard World Health Car Etf (VHT) 0.2 $429k 1.7k 259.60
NVIDIA Corporation (NVDA) 0.2 $408k 2.2k 186.58
Chevron Corporation (CVX) 0.2 $357k 2.3k 155.30
Vanguard Index Fds Extend Mkt Etf (VXF) 0.2 $352k 1.7k 209.34
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $337k 13k 25.71
Vanguard Index Fds Value Etf (VTV) 0.1 $328k 1.8k 186.49
Spdr Series Trust Nuveen Ice Short (SHM) 0.1 $313k 6.5k 48.22
Union Pacific Corporation (UNP) 0.1 $299k 1.3k 236.37
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $297k 6.9k 42.79
Oracle Corporation (ORCL) 0.1 $281k 1.0k 281.24
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $277k 4.2k 66.22
Regions Financial Corporation (RF) 0.1 $271k 10k 26.37
Amgen (AMGN) 0.1 $260k 920.00 282.20
Abbvie (ABBV) 0.1 $239k 1.0k 231.54
Alliant Energy Corporation (LNT) 0.1 $217k 3.2k 67.41
Chubb (CB) 0.1 $215k 762.00 282.25
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $201k 950.00 211.90