NP

New Perspectives, Inc

13F
New Perspectives, Inc
Last update 2025-04-25 38 Stocks (6 new)
Value $187.00 Mil Turnover 10 %
Countries:
Top Holdings: SPLG(28.33%)QQQ(13.97%)USFR(12.72%)IEFA(12.13%)SPMD(7.36%)
Summary Stock Picks Current Portfolio
New Perspectives, Inc Top Holdings of 2025-03-31 View Full List
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
-2.46%
-0.13%
66,979.4
 
QQQ 		INVESCO QQQ Trust
55,830
26,179.7
-6.28%
13.970
-1.03%
0.010
-1.87%
+0.98%
326,929.4
 
USFR 		WisdomTree Floating Rate Treasury Fund
473,507
23,831.6
+80.14%
12.720
+5.66%
0.130
+0.94%
+1.65%
18,908.5
 
IEFA 		iShares Core MSCI EAFE ETF
300,448
22,728.9
-6.79%
12.130
-0.82%
0.020
+7.89%
+16.09%
137,908.8
 
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF
269,465
13,791.2
+3.36%
7.360
+0.24%
0.110
-3.51%
-3.98%
12,389.1
 
IWM 		iShares Russell 2000 ETF
66,603
13,286.6
+4.21%
7.090
+0.29%
0.020
-6.69%
-8.03%
62,046.2
 
VIG 		Vanguard Dividend Appreciation FTF
41,144
7,981.5
-1.82%
4.260
-0.08%
0.010
-3.14%
-0.10%
84,659.3
 
GLDM 		SPDR Gold MiniShares Trust
65,584
4,059.0
New Holding
2.170
+2.17%
0.030
+12.04%
+25.29%
14,634.2
 
QQQM 		Invesco NASDAQ 100 ETF
18,571
3,584.6
+7.80%
1.910
+0.14%
0.010
-1.85%
+1.03%
47,323.1
 
AAPL 		Apple Inc
12,475
2,771.0
-1.81%
1.480
-0.03%
0.000
-18.02%
-19.52%
3,002,773.1
Hardware

New Perspectives, Inc's Historical Top Holdings Breakdowns

New Perspectives, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USFR 		WisdomTree Floating Rate Treasury Fund2025-03-31Add
+5.66%
●
50.29 ($50.4) 50.5
$50.45
0.10%
Add 80.14%
473,507
210,657
SPLG 		SPDR Portfolio S&P 500 ETF2025-03-31Reduce
-2.20%
●
64.88 ($69.16) 72.1
$68.63
-0.77%
Reduce -6.86%
807,452
-59,472
GLDM 		SPDR Gold MiniShares Trust2025-03-31New Buy
+2.17%
●
52.19 ($56.8) 61.89
$65.14
14.68%
New holding
65,584
65,584
VWO 		Vanguard FTSE Emerging Markets ETF2025-03-31Sold Out
-1.41%
●
42.5 ($45.01) 46.71
$47.59
5.73%
Sold Out
0
-59,624
QQQ 		INVESCO QQQ Trust2025-03-31Reduce
-1.03%
●
468.34 ($508.07) 539.52
$515.48
1.46%
Reduce -6.28%
55,830
-3,744
BRK.A 		Berkshire Hathaway Inc2025-03-31New Buy
+0.85%
●
663000 ($729331) 801950
$755,500.00
3.59%
New holding
2
2
IEFA 		iShares Core MSCI EAFE ETF2025-03-31Reduce
-0.82%
●
69.57 ($74.78) 78.65
$81.58
9.10%
Reduce -6.79%
300,448
-21,878
IWM 		iShares Russell 2000 ETF2025-03-31Add
+0.29%
●
198.1 ($216.92) 229.79
$202.77
-6.52%
Add 4.21%
66,603
2,690
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF2025-03-31Add
+0.24%
●
50.21 ($54.51) 57.73
$52.33
-4.00%
Add 3.36%
269,465
8,763
SHM 		SPDR Nuveen Bloomberg Short Term Municipal Bond ETF2025-03-31New Buy
+0.16%
●
47.33 ($47.63) 47.92
$47.38
-0.51%
New holding
6,491
6,491

New Perspectives, Inc Total Holding History ($B)

To

New Perspectives, Inc's Asset Allocation

To

New Perspectives, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

New Perspectives, Inc's Holdings Bubble Chart

New Perspectives, Inc News

  • 1

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