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New Perspectives, Inc 13F Holdings
Holdings from the most recent 13F from New Perspectives, Inc
Filed: 2025-04-25 (Q1 2025) | Holdings: 38 | Value: $187.4M | 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 7% $(3.9M) | 28.33% | $53.1M | +14.26% | +15.87% | ||
| QQQ - INVESCO QQQ TR | Reduce 6% $(1.8M) | 13.97% | $26.2M | +18.58% | +20.24% | ||
| USFR - WISDOMTREE TR | Add 80% ($10.6M) | 12.72% | $23.8M | +1.20% | +1.10% | ||
| IEFA - ISHARES TR | Reduce 7% $(1.7M) | 12.13% | $22.7M | +7.88% | +8.65% | ||
| SPMD - SPDR SER TR | Add 3% ($448.5K) | 7.36% | $13.8M | ||||
| IWM - ISHARES TR | Add 4% ($536.6K) | 7.09% | $13.3M | +13.86% | +15.55% | ||
| VIG - VANGUARD SPECIALIZED FUNDS | Reduce 2% $(148.0K) | 4.26% | $8.0M | ||||
| GLDM - WORLD GOLD TR | New Purchase | 2.17% | $4.1M | +2.32% | +0.46% | ||
| QQQM - INVESCO EXCH TRADED FD TR II | Add 8% ($259.4K) | 1.91% | $3.6M | ||||
| AAPL - APPLE INC | Reduce 2% $(51.1K) | 1.48% | $2.8M | -3.24% | +2.06% | ||
| VO - VANGUARD INDEX FDS | Reduce 4% $(88.2K) | 1.29% | $2.4M | ||||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | New Purchase | 0.85% | $1.6M | -13.22% | -9.80% | ||
| EES - WISDOMTREE TR | 0.81% | $1.5M | +11.31% | +14.41% | |||
| SHW - SHERWIN WILLIAMS CO | 0.67% | $1.3M | +6.09% | +1.29% | |||
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 5% $(60.7K) | 0.60% | $1.1M | +9.38% | +9.98% | ||
| LLY - ELI LILLY & CO | 0.48% | $906.0K | -11.82% | -6.97% | |||
| VUG - VANGUARD INDEX FDS | 0.36% | $674.5K | +19.37% | +21.02% | |||
| EGP - EASTGROUP PPTYS INC | 0.32% | $604.8K | |||||
| MSFT - MICROSOFT CORP | 0.30% | $570.2K | +34.89% | +30.99% | |||
| VHT - VANGUARD WORLD FD | 0.26% | $485.0K | -2.31% | -0.63% | |||
| JPM - JPMORGAN CHASE & CO. | 0.21% | $390.7K | |||||
| IWF - ISHARES TR | 0.20% | $381.7K | +19.66% | +20.89% | |||
| ADSK - AUTODESK INC | 0.20% | $366.5K | +10.90% | +12.85% | |||
| SHM - SPDR SER TR | New Purchase | 0.16% | $309.0K | +2.64% | +2.19% | ||
| VTV - VANGUARD INDEX FDS | 0.16% | $304.2K | +7.92% | +9.47% | |||
| UNP - UNION PAC CORP | 0.16% | $298.6K | +5.29% | +8.25% | |||
| VXF - VANGUARD INDEX FDS | Reduce 7% $(21.2K) | 0.16% | $291.3K | +16.02% | +17.88% | ||
| AMGN - AMGEN INC | 0.15% | $286.6K | +7.88% | +8.31% | |||
| SCHB - SCHWAB STRATEGIC TR | 0.15% | $281.8K | |||||
| SPDW - SPDR INDEX SHS FDS | Add 9% ($21.6K) | 0.14% | $253.1K | +9.38% | +9.98% | ||
| DWM - WISDOMTREE TR | 0.13% | $242.8K | +8.32% | +8.23% | |||
| NVDA - NVIDIA CORPORATION | Reduce 21% $(63.4K) | 0.13% | $237.1K | +62.52% | +61.15% | ||
| UNH - UNITEDHEALTH GROUP INC | 0.12% | $232.5K | -39.78% | -32.31% | |||
| CB - CHUBB LIMITED | 0.12% | $230.1K | |||||
| RF - REGIONS FINANCIAL CORP NEW | 0.12% | $223.4K | |||||
| ABBV - ABBVIE INC | New Purchase | 0.11% | $214.5K | +6.52% | +1.14% | ||
| LNT - ALLIANT ENERGY CORP | New Purchase | 0.11% | $207.5K | +10.54% | +5.96% | ||
| BOXX - EA SERIES TRUST | New Purchase | 0.11% | $200.7K | +1.09% | +0.98% | ||
| VWO - VANGUARD INTL EQUITY INDEX F | Reduce 100% | 0.00% | $0.00 | ||||
| SPY - SPDR S&P 500 ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| VCLT - VANGUARD SCOTTSDALE FDS | Reduce 100% | 0.00% | $0.00 | ||||