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The Analysis of New Perspectives, Inc's Holdings & P&L

Currently, New Perspectives, Inc holds 44 types of securities in its portfolio with a total value $288.8M. In the most recent quarter, they have increased their positions in N/A (+87.6K shares, valued at $2.2M), IEFA (+11.7K shares, valued at $1.1M), QQQM (+4.3K shares, valued at $1.0M); decreased their positions in SPYM (-4.6K shares, valued at $352.9K), N/A (-608 shares, valued at $350.9K), VIG (-590 shares, valued at $126.9K); initiated new positions in JNJ (+893 shares, valued at $218.4K), COST (+208 shares, valued at $207.3K).

1M P&L

+5.4M+2.88%

3M P&L

-6.4M-3.17%

HY P&L

+4.1M+2.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A180.2M

94.7%

2Consumer Electronics2.8M

1.5%

3Drug Manufacturers - General1.7M

0.9%

Top Industries by Stock Count

1N/A23 stocks

56.1%

2Drug Manufacturers - General4 stocks

9.8%

3Utilities - Regulated Electric2 stocks

4.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NORTHERN LTS FD TR II NORTHERN LTS FD TR II2.9M shares3.15%2026-03-312026-04-21

SPYM SPDR SERIES TRUST730.6K shares-0.63%2026-03-312026-04-21

IEFA ISHARES TR327.2K shares3.71%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR44.5K shares-1.35%2026-03-312026-04-21

USFR WISDOMTREE TR416.3K shares-0.05%2026-03-312026-04-21

SPMD SPDR SERIES TRUST292.4K shares3.46%2026-03-312026-04-21

IWM ISHARES TR62.6K shares3.70%2026-03-312026-04-21

GLDM WORLD GOLD TR159.5K shares-0.00%2026-03-312026-04-21

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VIG VANGUARD SPECIALIZED FUNDS38.9K shares-1.49%2026-03-312026-04-21

QQQM INVESCO EXCH TRADED FD TR II30.6K shares16.24%2026-03-312026-04-21

AAPL APPLE INC11.1K shares0.00%2026-03-312026-04-21

VO VANGUARD INDEX FDS8.8K shares-1.07%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-21

EES WISDOMTREE TR20.9K shares-4.63%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F16.1K shares-3.58%2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO3.4K shares0.00%2026-03-312026-04-21

Sponsored

LLY ELI LILLY & CO1.0K shares0.00%2026-03-312026-04-21

VUG VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-21

EGP EASTGROUP PPTYS INC3.4K shares0.00%2026-03-312026-04-21

MSFT MICROSOFT CORP1.5K shares0.07%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO1.7K shares0.06%2026-03-312026-04-21

CVX CHEVRON CORPORATION2.3K shares-1.00%2026-03-312026-04-21

IWF ISHARES TR994 shares-5.96%2026-03-312026-04-21

VHT VANGUARD WORLD FD1.4K shares-3.40%2026-03-312026-04-21

Sponsored

NVDA NVIDIA CORPORATION2.2K shares1.14%2026-03-312026-04-21

VTV VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-21

VXF VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-21

ADSK AUTODESK INC1.4K shares0.00%2026-03-312026-04-21

AMGN AMGEN INC920 shares0.00%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR12.7K shares-3.06%2026-03-312026-04-21

SHM SPDR SERIES TRUST6.5K shares0.00%2026-03-312026-04-21

UNP UNION PAC CORP1.3K shares0.00%2026-03-312026-04-21

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS509 shares0.39%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC2.3K shares0.00%2026-03-312026-04-21

DWM WISDOMTREE TR4.2K shares0.00%2026-03-312026-04-21

SPXL DIREXION SHARES ETF TRUST1.6K shares8.77%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS6.0K shares-13.69%2026-03-312026-04-21

RF REGIONS FINANCIAL CORP NEW10.3K shares0.00%2026-03-312026-04-21

VOOG VANGUARD ADMIRAL FDS INC641 shares0.16%2026-03-312026-04-21

CB CHUBB LTD SWITZ762 shares0.00%2026-03-312026-04-21

Sponsored

LNT ALLIANT ENERGY CORP3.2K shares0.00%2026-03-312026-04-21

ABBV ABBVIE INC1.0K shares0.39%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON893 sharesnew addition2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION208 sharesnew addition2026-03-312026-04-21

NORTHERN LTS FD TR II

3.15%

Shares2.9M

Event2026-03-31

Filed2026-04-21

SPYM

SPDR SERIES TRUST

-0.63%

Shares730.6K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

3.71%

Shares327.2K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-1.35%

Shares44.5K

Event2026-03-31

Filed2026-04-21

USFR

WISDOMTREE TR

-0.05%

Shares416.3K

Event2026-03-31

Filed2026-04-21

SPMD

SPDR SERIES TRUST

3.46%

Shares292.4K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

3.70%

Shares62.6K

Event2026-03-31

Filed2026-04-21

GLDM

WORLD GOLD TR

-0.00%

Shares159.5K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

-1.49%

Shares38.9K

Event2026-03-31

Filed2026-04-21

QQQM

INVESCO EXCH TRADED FD TR II

16.24%

Shares30.6K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-1.07%

Shares8.8K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-21

EES

WISDOMTREE TR

-4.63%

Shares20.9K

Event2026-03-31

Filed2026-04-21

VEU

VANGUARD INTL EQUITY INDEX F

-3.58%

Shares16.1K

Event2026-03-31

Filed2026-04-21

SHW

SHERWIN WILLIAMS CO

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

EGP

EASTGROUP PPTYS INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

-1.00%

Shares2.3K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

-5.96%

Shares994

Event2026-03-31

Filed2026-04-21

VHT

VANGUARD WORLD FD

-3.40%

Shares1.4K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

1.14%

Shares2.2K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

VXF

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-21

ADSK

AUTODESK INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

0.00%

Shares920

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB STRATEGIC TR

-3.06%

Shares12.7K

Event2026-03-31

Filed2026-04-21

SHM

SPDR SERIES TRUST

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.39%

Shares509

Event2026-03-31

Filed2026-04-21

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-21

DWM

WISDOMTREE TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-21

SPXL

DIREXION SHARES ETF TRUST

8.77%

Shares1.6K

Event2026-03-31

Filed2026-04-21

SPDW

SPDR INDEX SHS FDS

-13.69%

Shares6.0K

Event2026-03-31

Filed2026-04-21

REGIONS FINANCIAL CORP NEW

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-21

VOOG

VANGUARD ADMIRAL FDS INC

0.16%

Shares641

Event2026-03-31

Filed2026-04-21

CHUBB LTD SWITZ

0.00%

Shares762

Event2026-03-31

Filed2026-04-21

LNT

ALLIANT ENERGY CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

0.39%

Shares1.0K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

New

Shares893

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

New

Shares208

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available