New Perspectives, Inc Top Holdings and 13F Report (2025) About New Perspectives, IncInvestment ActivityNew Perspectives, Inc has $202.17 million in total holdings as of June 30, 2025.New Perspectives, Inc owns shares of 36 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 4.38% of the portfolio was purchased this quarter.About 5.21% of the portfolio was sold this quarter.This quarter, New Perspectives, Inc has purchased 38 new stocks and bought additional shares in 7 stocks.New Perspectives, Inc sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $56,228,674Invesco QQQ $26,580,234iShares Core MSCI EAFE ETF $25,532,692WisdomTree Floating Rate Treasury Fund $25,444,586SPDR Portfolio S&P 400 Mid Cap ETF $14,820,018 Largest New Holdings this Quarter 68389X105 - Oracle $218,630 Holding22160K105 - Costco Wholesale $205,908 Holding Largest Purchases this Quarter SPDR Gold MiniShares Trust 89,586 shares (about $5.87M)WisdomTree Floating Rate Treasury Fund 32,249 shares (about $1.62M)iShares Core MSCI EAFE ETF 5,406 shares (about $451.29K)Invesco NASDAQ 100 ETF 1,314 shares (about $298.41K)Oracle 1,000 shares (about $218.63K) Largest Sales this Quarter Invesco QQQ 7,646 shares (about $4.22M)SPDR Portfolio S&P 500 ETF 33,911 shares (about $2.46M)iShares Russell 2000 ETF 9,773 shares (about $2.11M)Apple 1,375 shares (about $282.10K)WisdomTree U.S. SmallCap Fund 5,043 shares (about $256.99K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew Perspectives, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$56,228,674$2,464,990 ▼-4.2%773,54127.8%ETFQQQInvesco QQQ$26,580,234$4,217,841 ▼-13.7%48,18413.1%FinanceIEFAiShares Core MSCI EAFE ETF$25,532,692$451,293 ▲1.8%305,85412.6%ETFUSFRWisdomTree Floating Rate Treasury Fund$25,444,586$1,622,447 ▲6.8%505,75612.6%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$14,820,018$166,512 ▲1.1%272,5277.3%ETFIWMiShares Russell 2000 ETF$12,263,346$2,108,916 ▼-14.7%56,8306.1%FinanceGLDMSPDR Gold MiniShares Trust$10,166,738$5,869,674 ▲136.6%155,1705.0%FinanceVIGVanguard Dividend Appreciation ETF$8,196,776$224,112 ▼-2.7%40,0494.1%ETFQQQMInvesco NASDAQ 100 ETF$4,515,884$298,409 ▲7.1%19,8852.2%ETFVOVanguard Mid-Cap ETF$2,504,754$102,138 ▼-3.9%8,9511.2%ETFAAPLApple$2,277,311$282,099 ▼-11.0%11,1001.1%Computer and TechnologyBRK.ABerkshire Hathaway$1,457,6000.0%20.7%FinanceEESWisdomTree U.S. SmallCap Fund$1,320,107$256,989 ▼-16.3%25,9050.7%FinanceSHWSherwin-Williams$1,236,0960.0%3,6000.6%Basic MaterialsVEUVanguard FTSE All-World ex-US ETF$1,229,857$15,797 ▼-1.3%18,2960.6%ETFLLYEli Lilly and Company$855,1440.0%1,0970.4%MedicalVUGVanguard Growth ETF$797,4500.0%1,8190.4%ETFMSFTMicrosoft$755,973$497 ▲0.1%1,5200.4%Computer and TechnologyEGPEastGroup Properties$573,8730.0%3,4340.3%FinanceJPMJPMorgan Chase & Co.$493,746$31,892 ▲6.9%1,7030.2%FinanceVHTVanguard Health Care ETF$454,9590.0%1,8320.2%ETFIWFiShares Russell 1000 Growth ETF$448,7810.0%1,0570.2%ETFADSKAutodesk$433,3980.0%1,4000.2%Computer and TechnologyNVDANVIDIA$345,6820.0%2,1880.2%Computer and TechnologyVXFVanguard Extended Market ETF$325,8730.0%1,6910.2%ETFSCHBSchwab US Broad Market ETF$311,9110.0%13,0890.2%ETFVTVVanguard Value ETF$311,2390.0%1,7610.2%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$310,4650.0%6,4910.2%FinanceUNPUnion Pacific$290,8210.0%1,2640.1%TransportationSPDWSPDR Portfolio Developed World ex-US ETF$281,4060.0%6,9500.1%ETFDWMWisdomTree International Equity Fund$265,3630.0%4,1750.1%FinanceAMGNAmgen$256,8730.0%9200.1%MedicalRFRegions Financial$241,8330.0%10,2820.1%FinanceCBChubb$220,7670.0%7620.1%FinanceORCLOracle$218,630$218,630 ▲New Holding1,0000.1%Computer and TechnologyCOSTCostco Wholesale$205,908$205,908 ▲New Holding2080.1%Retail/WholesaleUNHUnitedHealth Group$0$232,545 ▼-100.0%00.0%MedicalABBVAbbVie$0$214,541 ▼-100.0%00.0%MedicalLNTAlliant Energy$0$207,464 ▼-100.0%00.0%UtilitiesBOXXAlpha Architect 1-3 Month Box ETF$0$200,682 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
