Sponsored

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

Currently, New Perspectives, Inc holds 49 types of securities in its portfolio with a total value $325.9M. In the most recent quarter, they have increased their positions in N/A (+225.0K shares, valued at $5.7M), VO (+26.3K shares, valued at $2.1M), N/A (+15.3K shares, valued at $1.5M); decreased their positions in N/A (-14.7K shares, valued at $1.2M), QQQ (-1.0K shares, valued at $770.3K), AAPL (-380 shares, valued at $110.0K); initiated new positions in AUSM (+40.9K shares, valued at $1.0M), BOXX (+2.8K shares, valued at $323.3K), GOOGL (+681 shares, valued at $243.4K).

1M P&L

+3.5M+2.61%

3M P&L

+1.6M+1.17%

HY P&L

-2.3M-1.68%

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/A127.1M

92.5%

2Consumer Electronics3.1M

2.3%

3Drug Manufacturers - General1.8M

1.3%

Top Industries by Stock Count

1N/A25 stocks

59.5%

2Drug Manufacturers - General3 stocks

7.1%

3Semiconductors2 stocks

4.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NORTHERN LTS FD TR II NORTHERN LTS FD TR II3.1M shares7.85%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST733.6K shares0.40%2026-06-302026-07-22

ISHARES TR ISHARES TR342.5K shares4.68%2026-06-302026-07-22

QQQ INVESCO QQQ TR43.5K shares-2.35%2026-06-302026-07-22

USFR WISDOMTREE TR438.4K shares5.30%2026-06-302026-07-22

SPMD SPDR SERIES TRUST306.5K shares4.80%2026-06-302026-07-22

IWM ISHARES TR64.7K shares3.30%2026-06-302026-07-22

WORLD GOLD TR WORLD GOLD TR144.8K shares-9.22%2026-06-302026-07-22

Sponsored

QQQM INVESCO EXCH TRADED FD TR II33.2K shares8.51%2026-06-302026-07-22

VIG VANGUARD SPECIALIZED FUNDS38.5K shares-1.16%2026-06-302026-07-22

AAPL APPLE INC10.7K shares-3.42%2026-06-302026-07-22

VO VANGUARD INDEX FDS35.1K shares297.05%2026-06-302026-07-22

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-22

EES WISDOMTREE TR20.5K shares-1.82%2026-06-302026-07-22

VEU VANGUARD INTL EQUITY INDEX F15.2K shares-6.10%2026-06-302026-07-22

LLY ELI LILLY & CO1.0K shares0.00%2026-06-302026-07-22

Sponsored

SHW SHERWIN WILLIAMS CO3.4K shares0.00%2026-06-302026-07-22

AUSM ALLSPRING EXCHANGE TRADED FU40.9K sharesnew addition2026-06-302026-07-22

VUG VANGUARD INDEX FDS11.0K shares500.00%2026-06-302026-07-22

EGP EASTGROUP PPTYS INC3.4K shares0.03%2026-06-302026-07-22

MSFT MICROSOFT CORP1.5K shares0.00%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.7K shares0.00%2026-06-302026-07-22

IWF ISHARES TR3.8K shares287.12%2026-06-302026-07-22

SPXL DIREXION SHARES ETF TRUST1.8K shares12.90%2026-06-302026-07-22

Sponsored

NVDA NVIDIA CORPORATION2.2K shares0.00%2026-06-302026-07-22

VHT VANGUARD WORLD FD1.4K shares0.00%2026-06-302026-07-22

VXF VANGUARD INDEX FDS1.7K shares0.00%2026-06-302026-07-22

VOOG VANGUARD ADMIRAL FDS INC4.7K shares638.53%2026-06-302026-07-22

VTV VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-22

CVX CHEVRON CORPORATION2.3K shares0.00%2026-06-302026-07-22

SCHB SCHWAB STRATEGIC TR12.7K shares0.00%2026-06-302026-07-22

VOO VANGUARD INDEX FDS509 shares0.00%2026-06-302026-07-22

Sponsored

UNP UNION PAC CORP1.3K shares0.00%2026-06-302026-07-22

AMGN AMGEN INC920 shares0.00%2026-06-302026-07-22

BOXX EA SERIES TRUST2.8K sharesnew addition2026-06-302026-07-22

SHM SPDR SERIES TRUST6.5K shares0.00%2026-06-302026-07-22

RF REGIONS FINANCIAL CORP NEW10.3K shares0.00%2026-06-302026-07-22

AEP AMERICAN ELEC PWR CO INC2.3K shares0.00%2026-06-302026-07-22

DWM WISDOMTREE TR4.2K shares0.00%2026-06-302026-07-22

SPDW SPDR INDEX SHS FDS6.0K shares0.00%2026-06-302026-07-22

Sponsored

ADSK AUTODESK INC1.4K shares0.00%2026-06-302026-07-22

ABBVIE INC ABBVIE INC1.0K shares0.00%2026-06-302026-07-22

CHUBB LIMITED CHUBB LIMITED762 shares0.00%2026-06-302026-07-22

LNT ALLIANT ENERGY CORP3.2K shares0.00%2026-06-302026-07-22

GOOGL ALPHABET INC681 sharesnew addition2026-06-302026-07-22

INTC INTEL CORP1.7K sharesnew addition2026-06-302026-07-22

JNJ JOHNSON & JOHNSON893 shares0.00%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL418 sharesnew addition2026-06-302026-07-22

Sponsored

VB VANGUARD INDEX FDS674 sharesnew addition2026-06-302026-07-22

NORTHERN LTS FD TR II

7.85%

Shares3.1M

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

0.40%

Shares733.6K

Event2026-06-30

Filed2026-07-22

ISHARES TR

4.68%

Shares342.5K

Event2026-06-30

Filed2026-07-22

QQQ

INVESCO QQQ TR

-2.35%

Shares43.5K

Event2026-06-30

Filed2026-07-22

USFR

WISDOMTREE TR

5.30%

Shares438.4K

Event2026-06-30

Filed2026-07-22

SPMD

SPDR SERIES TRUST

4.80%

Shares306.5K

Event2026-06-30

Filed2026-07-22

IWM

ISHARES TR

3.30%

Shares64.7K

Event2026-06-30

Filed2026-07-22

WORLD GOLD TR

-9.22%

Shares144.8K

Event2026-06-30

Filed2026-07-22

QQQM

INVESCO EXCH TRADED FD TR II

8.51%

Shares33.2K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

-1.16%

Shares38.5K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

-3.42%

Shares10.7K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

297.05%

Shares35.1K

Event2026-06-30

Filed2026-07-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-22

EES

WISDOMTREE TR

-1.82%

Shares20.5K

Event2026-06-30

Filed2026-07-22

VEU

VANGUARD INTL EQUITY INDEX F

-6.10%

Shares15.2K

Event2026-06-30

Filed2026-07-22

LLY

ELI LILLY & CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

SHW

SHERWIN WILLIAMS CO

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-22

AUSM

ALLSPRING EXCHANGE TRADED FU

New

Shares40.9K

Event2026-06-30

Filed2026-07-22

VUG

VANGUARD INDEX FDS

500.00%

Shares11.0K

Event2026-06-30

Filed2026-07-22

EGP

EASTGROUP PPTYS INC

0.03%

Shares3.4K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

287.12%

Shares3.8K

Event2026-06-30

Filed2026-07-22

SPXL

DIREXION SHARES ETF TRUST

12.90%

Shares1.8K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-22

VHT

VANGUARD WORLD FD

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

VXF

VANGUARD INDEX FDS

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-22

VOOG

VANGUARD ADMIRAL FDS INC

638.53%

Shares4.7K

Event2026-06-30

Filed2026-07-22

VTV

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-22

CVX

CHEVRON CORPORATION

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-22

SCHB

SCHWAB STRATEGIC TR

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

0.00%

Shares509

Event2026-06-30

Filed2026-07-22

UNP

UNION PAC CORP

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

AMGN

AMGEN INC

0.00%

Shares920

Event2026-06-30

Filed2026-07-22

BOXX

EA SERIES TRUST

New

Shares2.8K

Event2026-06-30

Filed2026-07-22

SHM

SPDR SERIES TRUST

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-22

REGIONS FINANCIAL CORP NEW

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-22

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares2.3K

Event2026-06-30

Filed2026-07-22

DWM

WISDOMTREE TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-22

SPDW

SPDR INDEX SHS FDS

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-22

ADSK

AUTODESK INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-22

ABBVIE INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

CHUBB LIMITED

0.00%

Shares762

Event2026-06-30

Filed2026-07-22

LNT

ALLIANT ENERGY CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

New

Shares681

Event2026-06-30

Filed2026-07-22

INTC

INTEL CORP

New

Shares1.7K

Event2026-06-30

Filed2026-07-22

JNJ

JOHNSON & JOHNSON

0.00%

Shares893

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

New

Shares418

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

New

Shares674

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available