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New Perspectives, Inc 13F Holdings
Holdings from the most recent 13F from New Perspectives, Inc
Filed: 2025-01-22 (Q4 2024) | Holdings: 35 | Value: $186.6M | 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 | Reduce 2% $(1.1M) | 32.03% | $59.8M | +4.32% | -11.36% | ||
| QQQ - INVESCO QQQ TR | Reduce 3% $(887.5K) | 16.32% | $30.5M | +6.18% | -13.95% | ||
| IEFA - ISHARES TR | Add 2% ($493.3K) | 12.14% | $22.7M | +15.94% | +5.61% | ||
| SPMD - SPDR SER TR | Add 1% ($173.1K) | 7.64% | $14.3M | -3.14% | -14.54% | ||
| IWM - ISHARES TR | Add 3% ($360.8K) | 7.57% | $14.1M | -2.19% | -15.98% | ||
| USFR - WISDOMTREE TR | Add 1% ($80.4K) | 7.09% | $13.2M | +2.28% | +0.98% | ||
| VIG - VANGUARD SPECIALIZED FUNDS | Reduce 1% $(118.1K) | 4.40% | $8.2M | +3.33% | -7.19% | ||
| QQQM - INVESCO EXCH TRADED FD TR II | Add 16% ($498.1K) | 1.94% | $3.6M | +6.21% | -13.96% | ||
| AAPL - APPLE INC | 1.71% | $3.2M | -9.49% | -8.86% | |||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(14.9K) | 1.41% | $2.6M | +14.08% | +0.83% | ||
| VO - VANGUARD INDEX FDS | 1.37% | $2.6M | +3.83% | -9.40% | |||
| EES - WISDOMTREE TR | Reduce 2% $(27.3K) | 0.89% | $1.7M | -5.05% | -16.35% | ||
| SHW - SHERWIN WILLIAMS CO | 0.66% | $1.2M | -1.39% | -7.43% | |||
| VEU - VANGUARD INTL EQUITY INDEX F | 0.60% | $1.1M | +15.47% | +3.93% | |||
| LLY - ELI LILLY & CO | 0.45% | $846.9K | +2.83% | +11.13% | |||
| VUG - VANGUARD INDEX FDS | 0.40% | $746.6K | +6.51% | -14.73% | |||
| MSFT - MICROSOFT CORP | 0.34% | $639.9K | +19.86% | -15.13% | |||
| EGP - EASTGROUP PPTYS INC | 0.30% | $551.0K | -0.59% | -3.69% | |||
| VHT - VANGUARD WORLD FD | 0.25% | $464.8K | -6.11% | -5.83% | |||
| IWF - ISHARES TR | 0.23% | $424.5K | +5.79% | -15.46% | |||
| ADSK - AUTODESK INC | 0.22% | $413.8K | +0.53% | -11.15% | |||
| JPM - JPMORGAN CHASE & CO. | 0.20% | $381.8K | +11.29% | -8.43% | |||
| NVDA - NVIDIA CORPORATION | Add 58% ($136.0K) | 0.20% | $372.4K | +22.92% | -29.18% | ||
| VXF - VANGUARD INDEX FDS | Reduce 1% $(3.0K) | 0.18% | $344.6K | -0.63% | -16.81% | ||
| VTV - VANGUARD INDEX FDS | 0.16% | $298.1K | +1.65% | -6.81% | |||
| SCHB - SCHWAB STRATEGIC TR | Add 200% ($198.1K) | 0.16% | $297.1K | +3.63% | -12.15% | ||
| UNP - UNION PAC CORP | 0.15% | $288.2K | -8.55% | -10.40% | |||
| VCLT - VANGUARD SCOTTSDALE FDS | 0.13% | $246.8K | +5.71% | -0.26% | |||
| RF - REGIONS FINANCIAL CORP NEW | 0.13% | $241.8K | +5.57% | -17.04% | |||
| AMGN - AMGEN INC | 0.13% | $239.8K | +11.61% | +2.45% | |||
| UNH - UNITEDHEALTH GROUP INC | 0.12% | $224.6K | -51.91% | -18.58% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 7% $(17.6K) | 0.12% | $222.2K | +4.28% | -11.35% | ||
| DWM - WISDOMTREE TR | 0.12% | $220.0K | +20.26% | +9.52% | |||
| SPDW - SPDR INDEX SHS FDS | 0.12% | $217.0K | +16.38% | +4.67% | |||
| CB - CHUBB LIMITED | 0.11% | $210.5K | +0.41% | +6.36% | |||
| NTSX - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | ||||