NP
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New Perspectives, Inc13F | |
| New Perspectives, Inc | |
| Last update 2025-04-25 | 38 Stocks (6 new) |
| Value $187.00 Mil | Turnover 10 % |
New Perspectives, Inc Top Holdings of 2025-03-31
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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 | 807,452 | 53,098.0 | -6.86% | 28.330 | -2.20% | 0.090 | +8.51% | +5.31% | 72,097.1 | ||
QQQ | INVESCO QQQ Trust | 55,830 | 26,179.7 | -6.28% | 13.970 | -1.03% | 0.010 | +14.10% | +7.65% | 350,979.4 | ||
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 473,507 | 23,831.6 | +80.14% | 12.720 | +5.66% | 0.130 | +1.06% | +2.09% | 18,565.1 | ||
IEFA | iShares Core MSCI EAFE ETF | 300,448 | 22,728.9 | -6.79% | 12.130 | -0.82% | 0.020 | +9.88% | +20.54% | 142,455.6 | ||
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 269,465 | 13,791.2 | +3.36% | 7.360 | +0.24% | 0.110 | +5.18% | +0.35% | 13,112.3 | ||
IWM | iShares Russell 2000 ETF | 66,603 | 13,286.6 | +4.21% | 7.090 | +0.29% | 0.020 | +6.04% | -1.59% | 64,587.8 | ||
VIG | Vanguard Dividend Appreciation FTF | 41,144 | 7,981.5 | -1.82% | 4.260 | -0.08% | 0.010 | +5.10% | +4.93% | 88,704.9 | ||
GLDM | SPDR Gold MiniShares Trust | 65,584 | 4,059.0 | New Holding | 2.170 | +2.17% | 0.030 | +7.00% | +24.64% | 15,405.3 | ||
QQQM | Invesco NASDAQ 100 ETF | 18,571 | 3,584.6 | +7.80% | 1.910 | +0.14% | 0.010 | +14.13% | +7.69% | 52,031.7 | ||
AAPL | Apple Inc | 12,475 | 2,771.0 | -1.81% | 1.480 | -0.03% | 0.000 | -10.00% | -19.47% | 3,004,938.8 | Hardware |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-03-31 | Add Add | +5.66% | 50.29 ($50.4) 50.5 | $50.30 | -0.20% | Add 80.14% | 473,507 | 210,657 | |
SPLG | SPDR Portfolio S&P 500 ETF | 2025-03-31 | Reduce Reduce | -2.20% | 64.88 ($69.16) 72.1 | $72.36 | 4.63% | Reduce -6.86% | 807,452 | -59,472 | |
GLDM | SPDR Gold MiniShares Trust | 2025-03-31 | New Buy New Buy | +2.17% | 52.19 ($56.8) 61.89 | $64.80 | 14.08% | New holding | 65,584 | 65,584 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Sold Out Sold Out | -1.41% | 42.5 ($45.01) 46.71 | $49.45 | 9.85% | Sold Out | 0 | -59,624 | |
QQQ | INVESCO QQQ Trust | 2025-03-31 | Reduce Reduce | -1.03% | 468.34 ($508.07) 539.52 | $548.92 | 8.04% | Reduce -6.28% | 55,830 | -3,744 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.85% | 663000 ($729331) 801950 | $733,660.02 | 0.59% | New holding | 2 | 2 | |
IEFA | iShares Core MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.82% | 69.57 ($74.78) 78.65 | $83.22 | 11.29% | Reduce -6.79% | 300,448 | -21,878 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Add Add | +0.29% | 198.1 ($216.92) 229.79 | $216.37 | -0.25% | Add 4.21% | 66,603 | 2,690 | |
SPMD | SPDR Portfolio S&P 400 Mid Cap ETF | 2025-03-31 | Add Add | +0.24% | 50.21 ($54.51) 57.73 | $54.48 | -0.06% | Add 3.36% | 269,465 | 8,763 | |
SHM |
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
| 2025-03-31 | New Buy New Buy | +0.16% | 47.33 ($47.63) 47.92 | $47.80 | 0.35% | New holding | 6,491 | 6,491 |
New Perspectives, Inc Total Holding History ($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 |
|---|---|---|---|---|
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New Perspectives, Inc's Hypothetical Growth since 2025-03-31
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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