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New Perspectives, Inc 13F Holdings
Holdings from the most recent 13F from New Perspectives, Inc
Filed: 2025-07-17 (Q2 2025) | Holdings: 36 | Value: $202.2M | 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 SERIES TRUST | Reduce 4% $(2.5M) | 27.81% | $56.2M | -0.19% | |||
| QQQ - INVESCO QQQ TR | Reduce 14% $(4.2M) | 13.15% | $26.6M | -0.51% | |||
| IEFA - ISHARES TR | Add 2% ($451.3K) | 12.63% | $25.5M | -0.40% | |||
| USFR - WISDOMTREE TR | Add 7% ($1.6M) | 12.59% | $25.4M | +0.18% | |||
| SPMD - SPDR SERIES TRUST | Add 1% ($166.5K) | 7.33% | $14.8M | ||||
| IWM - ISHARES TR | Reduce 15% $(2.1M) | 6.07% | $12.3M | -1.97% | |||
| GLDM - WORLD GOLD TR | Add 137% ($5.9M) | 5.03% | $10.2M | +0.60% | |||
| VIG - VANGUARD SPECIALIZED FUNDS | Reduce 3% $(224.1K) | 4.05% | $8.2M | ||||
| QQQM - INVESCO EXCH TRADED FD TR II | Add 7% ($298.4K) | 2.23% | $4.5M | ||||
| VO - VANGUARD INDEX FDS | Reduce 4% $(102.1K) | 1.24% | $2.5M | ||||
| AAPL - APPLE INC | Reduce 11% $(282.1K) | 1.13% | $2.3M | -3.77% | |||
| BRK.A - BERKSHIRE HATHAWAY INC DEL | 0.72% | $1.5M | -2.32% | ||||
| EES - WISDOMTREE TR | Reduce 16% $(257.0K) | 0.65% | $1.3M | -2.16% | |||
| SHW - SHERWIN WILLIAMS CO | 0.61% | $1.2M | +3.59% | ||||
| VEU - VANGUARD INTL EQUITY INDEX F | Reduce 1% $(15.8K) | 0.61% | $1.2M | -0.41% | |||
| LLY - ELI LILLY & CO | 0.42% | $855.1K | +0.27% | ||||
| VUG - VANGUARD INDEX FDS | 0.39% | $797.5K | -0.07% | ||||
| MSFT - MICROSOFT CORP | 0.37% | $756.0K | +2.58% | ||||
| EGP - EASTGROUP PPTYS INC | 0.28% | $573.9K | |||||
| JPM - JPMORGAN CHASE & CO. | Add 7% ($31.9K) | 0.24% | $493.7K | ||||
| VHT - VANGUARD WORLD FD | 0.23% | $455.0K | -0.33% | ||||
| IWF - ISHARES TR | 0.22% | $448.8K | +0.25% | ||||
| ADSK - AUTODESK INC | 0.21% | $433.4K | +1.87% | ||||
| NVDA - NVIDIA CORPORATION | 0.17% | $345.7K | +2.66% | ||||
| VXF - VANGUARD INDEX FDS | 0.16% | $325.9K | -1.27% | ||||
| SCHB - SCHWAB STRATEGIC TR | 0.15% | $311.9K | |||||
| VTV - VANGUARD INDEX FDS | 0.15% | $311.2K | -0.49% | ||||
| SHM - SPDR SERIES TRUST | 0.15% | $310.5K | +0.59% | ||||
| UNP - UNION PAC CORP | 0.14% | $290.8K | -2.39% | ||||
| SPDW - SPDR INDEX SHS FDS | 0.14% | $281.4K | -0.15% | ||||
| DWM - WISDOMTREE TR | 0.13% | $265.4K | +0.54% | ||||
| AMGN - AMGEN INC | 0.13% | $256.9K | -0.28% | ||||
| RF - REGIONS FINANCIAL CORP NEW | 0.12% | $241.8K | |||||
| CB - CHUBB LIMITED | 0.11% | $220.8K | |||||
| ORCL - ORACLE CORP | New Purchase | 0.11% | $218.6K | +2.89% | |||
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.10% | $205.9K | -1.56% | |||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| ABBV - ABBVIE INC | Reduce 100% | 0.00% | $0.00 | ||||
| LNT - ALLIANT ENERGY CORP | Reduce 100% | 0.00% | $0.00 | ||||
| BOXX - EA SERIES TRUST | Reduce 100% | 0.00% | $0.00 | ||||