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New Perspectives, Inc 13F Holdings
Holdings from the most recent 13F from New Perspectives, Inc
Filed: 2024-04-22 (Q1 2024) | Holdings: 30 | Value: $180.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| SPLG - SPDR SER TR | New Purchase | 30.10% | $54.4M | +27.25% | +10.70% | +8.12% | |
| QQQ - INVESCO QQQ TR | New Purchase | 15.75% | $28.4M | +34.12% | +14.41% | +8.69% | |
| USFR - WISDOMTREE TR | New Purchase | 14.29% | $25.8M | +6.21% | +1.32% | +4.86% | |
| IEFA - ISHARES TR | New Purchase | 12.66% | $22.9M | +21.41% | +5.33% | +10.59% | |
| SPMD - SPDR SER TR | New Purchase | 7.12% | $12.9M | +11.66% | +7.05% | -1.48% | |
| IWM - ISHARES TR | New Purchase | 6.75% | $12.2M | +14.72% | +14.34% | -1.45% | |
| VIG - VANGUARD SPECIALIZED FUNDS | New Purchase | 4.35% | $7.9M | +19.72% | +7.49% | +7.54% | |
| VWO - VANGUARD INTL EQUITY INDEX F | New Purchase | 1.37% | $2.5M | +25.75% | +6.51% | +11.14% | |
| VO - VANGUARD INDEX FDS | New Purchase | 1.36% | $2.5M | +22.35% | +5.60% | +6.76% | |
| AAPL - APPLE INC | New Purchase | 1.19% | $2.1M | +23.46% | +36.27% | +24.32% | |
| EES - WISDOMTREE TR | New Purchase | 0.90% | $1.6M | +12.28% | +11.94% | -1.07% | |
| VEU - VANGUARD INTL EQUITY INDEX F | New Purchase | 0.65% | $1.2M | +22.84% | +5.65% | +10.57% | |
| QQQM - INVESCO EXCH TRADED FD TR II | New Purchase | 0.38% | $684.4K | +34.19% | +14.40% | +8.70% | |
| VUG - VANGUARD INDEX FDS | New Purchase | 0.35% | $626.1K | +38.06% | +15.13% | +10.53% | |
| EGP - EASTGROUP PPTYS INC | New Purchase | 0.34% | $617.2K | +4.57% | +17.06% | +1.31% | |
| VHT - VANGUARD WORLD FD | New Purchase | 0.27% | $495.6K | -2.63% | +6.75% | -2.35% | |
| IWF - ISHARES TR | New Purchase | 0.20% | $356.3K | +36.82% | +14.66% | +9.34% | |
| VXF - VANGUARD INDEX FDS | New Purchase | 0.20% | $354.2K | +22.00% | +9.25% | +2.15% | |
| MSFT - MICROSOFT CORP | New Purchase | 0.19% | $343.2K | +31.79% | +10.25% | -6.68% | |
| FMB - FIRST TR EXCH TRADED FD III | New Purchase | 0.19% | $341.2K | +2.13% | +1.87% | +0.52% | |
| UNP - UNION PAC CORP | New Purchase | 0.17% | $310.9K | -2.56% | +2.32% | -4.54% | |
| VTV - VANGUARD INDEX FDS | New Purchase | 0.16% | $286.8K | +15.75% | +5.57% | +6.12% | |
| NTSX - WISDOMTREE TR | New Purchase | 0.16% | $281.6K | +28.01% | +11.36% | +9.22% | |
| SCHB - SCHWAB STRATEGIC TR | New Purchase | 0.15% | $266.4K | +26.57% | +10.52% | +7.29% | |
| AMGN - AMGEN INC | New Purchase | 0.14% | $261.6K | +14.63% | +23.32% | +5.23% | |
| DWM - WISDOMTREE TR | New Purchase | 0.13% | $228.8K | +25.39% | +4.83% | +14.19% | |
| SPDW - SPDR INDEX SHS FDS | New Purchase | 0.13% | $228.5K | +22.30% | +5.30% | +10.00% | |
| RF - REGIONS FINANCIAL CORP NEW | New Purchase | 0.13% | $226.2K | +38.24% | +17.83% | +8.63% | |
| CADE - CADENCE BANK | New Purchase | 0.12% | $208.3K | +25.50% | +16.90% | +1.31% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 0.11% | $204.0K | +27.12% | +10.72% | +8.06% | |