NP
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New Perspectives, Inc13F | |
| New Perspectives, Inc | |
| Last update 2025-07-17 | 36 Stocks (2 new) |
| Value $202.00 Mil | Turnover 4 % |
New Perspectives, Inc Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 773,541 | 56,228.7 | -4.20% | 27.810 | -1.19% | 0.070 | +16.13% | +8.28% | 78,151.1 | ||
QQQ | INVESCO QQQ Trust | 48,184 | 26,580.2 | -13.70% | 13.150 | -1.91% | 0.010 | +20.90% | +10.52% | 360,250.4 | ||
IEFA | iShares Core MSCI EAFE ETF | 305,854 | 25,532.7 | +1.80% | 12.630 | +0.22% | 0.020 | +9.13% | +20.76% | 146,414.2 | ||
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 505,756 | 25,444.6 | +6.81% | 12.590 | +0.80% | 0.140 | +0.06% | +0.30% | 18,862.0 | ||
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 272,527 | 14,820.0 | +1.14% | 7.330 | +0.08% | 0.110 | +12.11% | +2.25% | 13,669.6 | ||
IWM | iShares Russell 2000 ETF | 56,830 | 12,263.4 | -14.67% | 6.070 | -1.04% | 0.020 | +15.20% | +1.17% | 64,783.6 | ||
GLDM | SPDR Gold MiniShares Trust | 155,170 | 10,166.7 | +136.60% | 5.030 | +2.90% | 0.060 | +0.80% | +28.33% | 16,163.0 | ||
VIG | Vanguard Dividend Appreciation FTF | 40,049 | 8,196.8 | -2.66% | 4.050 | -0.11% | 0.010 | +10.49% | +6.27% | 90,207.5 | ||
QQQM | Invesco NASDAQ 100 ETF | 19,885 | 4,515.9 | +7.08% | 2.230 | +0.15% | 0.010 | +20.90% | +10.52% | 55,454.1 | ||
VO | Vanguard Mid-Cap ETF | 8,951 | 2,504.8 | -3.92% | 1.240 | -0.05% | 0.000 | +13.14% | +8.83% | 80,610.0 |
New Perspectives, Inc's Historical Top Holdings Breakdowns
New Perspectives, Inc's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GLDM | SPDR Gold MiniShares Trust | 2025-06-30 | Add Add | +2.90% | 58.96 ($65.03) 67.97 | $66.72 | 2.60% | Add 136.6% | 155,170 | 89,586 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Reduce Reduce | -1.91% | 416.06 ($496.89) 551.64 | $565.01 | 13.71% | Reduce -13.7% | 48,184 | -7,646 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-06-30 | Reduce Reduce | -1.19% | 58.41 ($67.22) 72.69 | $74.65 | 11.05% | Reduce -4.2% | 773,541 | -33,911 | |
IWM | iShares Russell 2000 ETF | 2025-06-30 | Reduce Reduce | -1.04% | 174.82 ($201.21) 215.79 | $223.55 | 11.10% | Reduce -14.67% | 56,830 | -9,773 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-06-30 | Add Add | +0.80% | 50.29 ($50.37) 50.47 | $50.47 | 0.20% | Add 6.81% | 505,756 | 32,249 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-06-30 | Add Add | +0.22% | 67.83 ($79.31) 84.09 | $84.87 | 7.01% | Add 1.8% | 305,854 | 5,406 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -0.16% | 172.42 ($202.27) 223.89 | $213.76 | 5.68% | Reduce -11.02% | 11,100 | -1,375 | |
QQQM | Invesco NASDAQ 100 ETF | 2025-06-30 | Add Add | +0.15% | 171.4 ($204.58) 227.1 | $232.59 | 13.69% | Add 7.08% | 19,885 | 1,314 | |
EES | WisdomTree U.S. SmallCap Fund | 2025-06-30 | Reduce Reduce | -0.13% | 42.54 ($48.27) 50.99 | $52.88 | 9.55% | Reduce -16.3% | 25,905 | -5,043 | |
UNH | UnitedHealth Group Inc | 2025-06-30 | Sold Out Sold Out | -0.12% | 274.35 ($384.44) 599.47 | $278.58 | -27.54% | Sold Out | 0 | -444 |
New Perspectives, Inc Total Holding History ($B)
New Perspectives, Inc's Asset Allocation
New Perspectives, Inc Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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New Perspectives, Inc's Hypothetical Growth since 2025-06-30
New Perspectives, Inc's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
New Perspectives, Inc's Holdings Heat Map
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New Perspectives, Inc's Holdings Bubble Chart
New Perspectives, Inc News
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