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New Perspectives, Inc 13F Holdings
Holdings from the most recent 13F from New Perspectives, Inc
Filed: 2024-07-17 (Q2 2024) | Holdings: 31 | Value: $187.3M | 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 | 30.21% | $56.6M | +13.93% | +5.00% | +13.86% | ||
| QQQ - INVESCO QQQ TR | Reduce 2% $(613.7K) | 16.06% | $30.1M | +16.04% | +1.98% | +16.25% | |
| USFR - WISDOMTREE TR | Add 7% ($1.8M) | 14.74% | $27.6M | +4.87% | +1.19% | +4.68% | |
| IEFA - ISHARES TR | Add 1% ($250.9K) | 12.08% | $22.6M | +13.69% | +1.39% | +13.33% | |
| SPMD - SPDR SER TR | Add 3% ($407.5K) | 6.82% | $12.8M | +3.99% | +4.60% | +4.97% | |
| IWM - ISHARES TR | Add 4% ($413.5K) | 6.50% | $12.2M | +0.89% | +2.26% | +1.56% | |
| VIG - VANGUARD SPECIALIZED FUNDS | Reduce 1% $(48.4K) | 4.17% | $7.8M | +10.49% | +6.64% | +10.55% | |
| AAPL - APPLE INC | Add 1% ($21.1K) | 1.42% | $2.7M | -11.47% | +2.17% | -7.87% | |
| VWO - VANGUARD INTL EQUITY INDEX F | Add 1% ($23.4K) | 1.40% | $2.6M | +15.35% | +6.98% | +16.11% | |
| VO - VANGUARD INDEX FDS | Reduce 1% $(20.6K) | 1.26% | $2.4M | +15.16% | +8.01% | +15.18% | |
| QQQM - INVESCO EXCH TRADED FD TR II | Add 111% ($816.4K) | 0.83% | $1.6M | +16.07% | +1.98% | +16.29% | |
| EES - WISDOMTREE TR | Reduce 1% $(13.4K) | 0.81% | $1.5M | +1.24% | +4.47% | +2.16% | |
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 3% $(31.7K) | 0.61% | $1.1M | +14.49% | +2.87% | +14.24% | |
| VUG - VANGUARD INDEX FDS | 0.36% | $680.3K | +19.18% | +3.55% | +18.83% | ||
| EGP - EASTGROUP PPTYS INC | 0.31% | $584.0K | -8.50% | -0.67% | -7.97% | ||
| VHT - VANGUARD WORLD FD | 0.26% | $487.3K | -9.39% | +2.84% | -10.07% | ||
| IWF - ISHARES TR | 0.21% | $385.3K | +18.72% | +3.70% | +18.00% | ||
| MSFT - MICROSOFT CORP | 0.19% | $364.9K | +19.68% | -5.72% | +15.67% | ||
| VXF - VANGUARD INDEX FDS | Reduce 9% $(32.1K) | 0.16% | $309.1K | +11.65% | +5.43% | +12.48% | |
| NTSX - WISDOMTREE TR | 0.16% | $292.8K | +13.68% | +4.71% | +12.64% | ||
| AMGN - AMGEN INC | 0.15% | $287.5K | -7.31% | -3.08% | -8.96% | ||
| UNP - UNION PAC CORP | 0.15% | $286.0K | -6.01% | +1.14% | -5.21% | ||
| VTV - VANGUARD INDEX FDS | 0.15% | $282.5K | +8.37% | +6.91% | +8.65% | ||
| SCHB - SCHWAB STRATEGIC TR | 0.15% | $274.3K | +13.64% | +5.05% | +13.60% | ||
| VCLT - VANGUARD SCOTTSDALE FDS | New Purchase | 0.13% | $250.3K | +3.81% | +2.79% | +0.82% | |
| DWM - WISDOMTREE TR | 0.12% | $224.3K | +17.94% | +1.65% | +16.47% | ||
| SPDW - SPDR INDEX SHS FDS | 0.12% | $223.7K | +14.59% | +1.48% | +14.05% | ||
| SPY - SPDR S&P 500 ETF TR | Add 5% ($10.3K) | 0.12% | $222.6K | +13.84% | +4.99% | +13.77% | |
| NVDA - NVIDIA CORPORATION | New Purchase | 0.12% | $217.4K | +46.34% | +13.26% | +41.54% | |
| RF - REGIONS FINANCIAL CORP NEW | 0.12% | $215.5K | +19.40% | +9.44% | +23.33% | ||
| CADE - CADENCE BANK | 0.11% | $203.2K | +12.76% | +3.72% | +12.83% | ||
| FMB - FIRST TR EXCH TRADED FD III | Reduce 100% | 0.00% | $0.00 | ||||