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New Perspectives, Inc 13F Holdings
Holdings from the most recent 13F from New Perspectives, Inc
Filed: 2024-10-18 (Q3 2024) | Holdings: 37 | Value: $187.8M | 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 | 31.77% | $59.6M | +8.65% | +3.67% | |||
| QQQ - INVESCO QQQ TR | Reduce 2% $(721.4K) | 15.94% | $29.9M | +14.07% | +6.57% | ||
| IEFA - ISHARES TR | Add 1% ($293.6K) | 13.11% | $24.6M | +12.76% | -2.63% | ||
| SPMD - SPDR SER TR | Add 3% ($464.0K) | 7.50% | $14.1M | -0.47% | +3.51% | ||
| IWM - ISHARES TR | Add 4% ($505.2K) | 7.33% | $13.8M | -1.34% | +2.15% | ||
| USFR - WISDOMTREE TR | Reduce 52% $(14.5M) | 6.99% | $13.1M | +3.62% | +1.31% | ||
| VIG - VANGUARD SPECIALIZED FUNDS | Reduce 1% $(57.4K) | 4.48% | $8.4M | +3.75% | +0.37% | ||
| QQQM - INVESCO EXCH TRADED FD TR II | Add 88% ($1.4M) | 1.59% | $3.0M | +14.10% | +6.60% | ||
| AAPL - APPLE INC | Add 1% ($23.1K) | 1.58% | $3.0M | -13.14% | -4.93% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | 1.53% | $2.9M | +8.59% | -4.66% | |||
| VO - VANGUARD INDEX FDS | 1.36% | $2.6M | +6.74% | +3.15% | |||
| EES - WISDOMTREE TR | Reduce 2% $(33.8K) | 0.88% | $1.7M | -3.43% | +3.28% | ||
| SHW - SHERWIN WILLIAMS CO | New Purchase | 0.73% | $1.4M | -8.32% | -6.28% | ||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.66% | $1.2M | +11.91% | -3.06% | |||
| LLY - ELI LILLY & CO | New Purchase | 0.52% | $971.9K | -16.11% | -19.00% | ||
| VUG - VANGUARD INDEX FDS | 0.37% | $698.4K | +15.33% | +7.04% | |||
| MSFT - MICROSOFT CORP | Add 86% ($301.7K) | 0.35% | $652.9K | +27.57% | +3.18% | ||
| EGP - EASTGROUP PPTYS INC | 0.34% | $641.4K | -7.15% | -5.57% | |||
| VHT - VANGUARD WORLD FD | 0.28% | $517.0K | -11.62% | -5.82% | |||
| IWF - ISHARES TR | 0.21% | $396.8K | +14.74% | +7.38% | |||
| ADSK - AUTODESK INC | New Purchase | 0.21% | $385.7K | +2.69% | +1.90% | ||
| JPM - JPMORGAN CHASE & CO. | New Purchase | 0.18% | $335.8K | +31.47% | +17.39% | ||
| VXF - VANGUARD INDEX FDS | 0.18% | $333.0K | +6.08% | +7.48% | |||
| NTSX - WISDOMTREE TR | 0.17% | $313.3K | +8.94% | +2.52% | |||
| UNP - UNION PAC CORP | 0.17% | $311.6K | -6.92% | -2.31% | |||
| VTV - VANGUARD INDEX FDS | 0.16% | $307.4K | +1.52% | +0.20% | |||
| AMGN - AMGEN INC | 0.16% | $296.4K | -3.92% | -13.48% | |||
| SCHB - SCHWAB STRATEGIC TR | 0.15% | $290.2K | +8.32% | +4.09% | |||
| VCLT - VANGUARD SCOTTSDALE FDS | 0.14% | $268.1K | +1.56% | -2.70% | |||
| UNH - UNITEDHEALTH GROUP INC | New Purchase | 0.14% | $259.6K | -55.26% | -7.48% | ||
| DWM - WISDOMTREE TR | 0.13% | $240.3K | +16.58% | -2.96% | |||
| RF - REGIONS FINANCIAL CORP NEW | Reduce 4% $(11.0K) | 0.13% | $239.9K | +8.05% | +3.44% | ||
| SPDW - SPDR INDEX SHS FDS | 0.13% | $239.5K | +13.49% | -2.40% | |||
| SPY - SPDR S&P 500 ETF TR | 0.13% | $234.7K | +8.56% | +3.64% | |||
| CB - CHUBB LIMITED | New Purchase | 0.12% | $219.8K | -10.30% | -10.49% | ||
| NVDA - NVIDIA CORPORATION | 0.11% | $213.7K | +29.08% | +1.96% | |||
| ABBV - ABBVIE INC | New Purchase | 0.11% | $200.4K | +8.11% | -7.67% | ||
| CADE - CADENCE BANK | Reduce 100% | 0.00% | $0.00 | ||||