The Analysis of New Perspectives, Inc's Holdings


Currently, New Perspectives, Inc holds 40 types of securities in its portfolio with a total value $223.4M. In the most recent quarter, they have increased their positions in N/A (+568.7K shares, valued at $14.5M), QQQM (+2.3K shares, valued at $556.3K), IWM (+2.0K shares, valued at $491.7K); decreased their positions in USFR (-93.8K shares, valued at $4.7M), SPYM (-42.9K shares, valued at $3.4M), QQQ (-2.0K shares, valued at $1.2M); initiated new positions in N/A (+568.7K shares, valued at $14.5M), CVX (+2.3K shares, valued at $356.7K), ABBV (+1.0K shares, valued at $239.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST730.7K shares-5.54%2025-09-302025-10-22history
QQQ INVESCO QQQ TR46.2K shares-4.22%2025-09-302025-10-22history
IEFA ISHARES TR308.7K shares0.94%2025-09-302025-10-22history
USFR WISDOMTREE TR411.9K shares-18.55%2025-09-302025-10-22history
SPMD SPDR SERIES TRUST276.8K shares1.57%2025-09-302025-10-22history
NORTHERN LTS FD TR II NORTHERN LTS FD TR II568.7K sharesnew addition2025-09-302025-10-22history
IWM ISHARES TR58.9K shares3.58%2025-09-302025-10-22history
GLDM WORLD GOLD TR157.8K shares1.70%2025-09-302025-10-22history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS38.5K shares-3.78%2025-09-302025-10-22history
QQQM INVESCO EXCH TRADED FD TR II22.1K shares11.32%2025-09-302025-10-22history
AAPL APPLE INC11.1K shares0.00%2025-09-302025-10-22history
VO VANGUARD INDEX FDS9.0K shares0.84%2025-09-302025-10-22history
BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-09-302025-10-22history
EES WISDOMTREE TR23.4K shares-9.80%2025-09-302025-10-22history
SHW SHERWIN WILLIAMS CO3.6K shares0.00%2025-09-302025-10-22history
VEU VANGUARD INTL EQUITY INDEX F16.7K shares-8.50%2025-09-302025-10-22history
Sponsored
VUG VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-10-22history
LLY ELI LILLY & CO1.1K shares0.00%2025-09-302025-10-22history
MSFT MICROSOFT CORP1.5K shares0.07%2025-09-302025-10-22history
EGP EASTGROUP PPTYS INC3.4K shares0.00%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.1.7K shares0.00%2025-09-302025-10-22history
IWF ISHARES TR1.1K shares0.00%2025-09-302025-10-22history
ADSK AUTODESK INC1.4K shares0.00%2025-09-302025-10-22history
VHT VANGUARD WORLD FD1.7K shares-9.83%2025-09-302025-10-22history
Sponsored
NVDA NVIDIA CORPORATION2.2K shares0.00%2025-09-302025-10-22history
CVX CHEVRON CORP NEW2.3K sharesnew addition2025-09-302025-10-22history
VXF VANGUARD INDEX FDS1.7K shares-0.59%2025-09-302025-10-22history
SCHB SCHWAB STRATEGIC TR13.1K shares0.00%2025-09-302025-10-22history
VTV VANGUARD INDEX FDS1.8K shares0.00%2025-09-302025-10-22history
SHM SPDR SERIES TRUST6.5K shares0.00%2025-09-302025-10-22history
UNP UNION PAC CORP1.3K shares0.00%2025-09-302025-10-22history
SPDW SPDR INDEX SHS FDS6.9K shares-0.14%2025-09-302025-10-22history
Sponsored
ORCL ORACLE CORP1.0K shares0.00%2025-09-302025-10-22history
DWM WISDOMTREE TR4.2K shares0.00%2025-09-302025-10-22history
RF REGIONS FINANCIAL CORP NEW10.3K shares0.00%2025-09-302025-10-22history
AMGN AMGEN INC920 shares0.00%2025-09-302025-10-22history
ABBV ABBVIE INC1.0K sharesnew addition2025-09-302025-10-22history
LNT ALLIANT ENERGY CORP3.2K sharesnew addition2025-09-302025-10-22history
CB CHUBB LIMITED762 shares0.00%2025-09-302025-10-22history
SPXL DIREXION SHS ETF TR950 sharesnew addition2025-09-302025-10-22history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available