New Perspectives, Inc Top Holdings and 13F Report (2025) About New Perspectives, IncInvestment ActivityNew Perspectives, Inc has $186.58 million in total holdings as of December 31, 2024.New Perspectives, Inc owns shares of 35 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 4.39% of the portfolio was purchased this quarter.About 9.67% of the portfolio was sold this quarter.This quarter, New Perspectives, Inc has purchased 31 new stocks and bought additional shares in 9 stocks.New Perspectives, Inc sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $59,765,733Invesco QQQ $30,455,890iShares Core MSCI EAFE ETF $22,653,071SPDR Portfolio S&P 400 Mid Cap ETF $14,257,792iShares Russell 2000 ETF $14,122,216 Largest New Holdings this Quarter Sherwin-Williams $1,223,748 HoldingEli Lilly and Company $846,884 HoldingAutodesk $413,798 HoldingJPMorgan Chase & Co. $381,805 HoldingUnitedHealth Group $224,602 Holding Largest Purchases this Quarter Invesco NASDAQ 100 ETF 9,339 shares (about $1.97M)Sherwin-Williams 3,600 shares (about $1.22M)iShares Russell 2000 ETF 3,920 shares (about $866.16K)Eli Lilly and Company 1,097 shares (about $846.88K)iShares Core MSCI EAFE ETF 10,781 shares (about $757.69K) Largest Sales this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 286,149 shares (about $14.40M)Invesco QQQ 3,214 shares (about $1.64M)SPDR Portfolio S&P 500 ETF 17,373 shares (about $1.20M)Vanguard Dividend Appreciation ETF 893 shares (about $174.88K)WisdomTree U.S. SmallCap Fund 1,147 shares (about $61.87K) 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$59,765,733$1,197,694 ▼-2.0%866,92432.0%ETFQQQInvesco QQQ$30,455,890$1,643,086 ▼-5.1%59,57416.3%FinanceIEFAiShares Core MSCI EAFE ETF$22,653,071$757,689 ▲3.5%322,32612.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$14,257,792$637,248 ▲4.7%260,7027.6%ETFIWMiShares Russell 2000 ETF$14,122,216$866,163 ▲6.5%63,9137.6%FinanceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$13,226,609$14,399,014 ▼-52.1%262,8507.1%FinanceVIGVanguard Dividend Appreciation ETF$8,206,734$174,878 ▼-2.1%41,9074.4%ETFQQQMInvesco NASDAQ 100 ETF$3,625,422$1,965,392 ▲118.4%17,2271.9%ETFAAPLApple$3,181,483$26,293 ▲0.8%12,7051.7%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$2,625,841$8,500 ▼-0.3%59,6241.4%ETFVOVanguard Mid-Cap ETF$2,550,795$18,754 ▼-0.7%9,6571.4%ETFEESWisdomTree U.S. SmallCap Fund$1,668,878$61,868 ▼-3.6%30,9400.9%FinanceSHWSherwin-Williams$1,223,748$1,223,748 ▲New Holding3,6000.7%Basic MaterialsVEUVanguard FTSE All-World ex-US ETF$1,121,275$1,263 ▼-0.1%19,5310.6%ETFLLYEli Lilly and Company$846,884$846,884 ▲New Holding1,0970.5%MedicalVUGVanguard Growth ETF$746,5900.0%1,8190.4%ETFMSFTMicrosoft$639,856$295,902 ▲86.0%1,5180.3%Computer and TechnologyEGPEastGroup Properties$551,043$160 ▲0.0%3,4340.3%FinanceVHTVanguard Health Care ETF$464,7600.0%1,8320.2%ETFIWFiShares Russell 1000 Growth ETF$424,4700.0%1,0570.2%ETFADSKAutodesk$413,798$413,798 ▲New Holding1,4000.2%Computer and TechnologyJPMJPMorgan Chase & Co.$381,805$381,805 ▲New Holding1,5930.2%FinanceNVDANVIDIA$372,386$136,036 ▲57.6%2,7730.2%Computer and TechnologyVXFVanguard Extended Market ETF$344,624$3,230 ▼-0.9%1,8140.2%ETFVTVVanguard Value ETF$298,1370.0%1,7610.2%ETFSCHBSchwab US Broad Market ETF$297,120$198,080 ▲200.0%13,0890.2%ETFUNPUnion Pacific$288,2430.0%1,2640.2%TransportationVCLTVanguard Long-Term Corporate Bond ETF$246,7740.0%3,3000.1%ManufacturingRFRegions Financial$241,833$11,054 ▼-4.4%10,2820.1%FinanceAMGNAmgen$239,7890.0%9200.1%MedicalUNHUnitedHealth Group$224,602$224,602 ▲New Holding4440.1%MedicalSPYSPDR S&P 500 ETF Trust$222,194$17,588 ▼-7.3%3790.1%FinanceDWMWisdomTree International Equity Fund$220,0020.0%4,1750.1%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$216,999$614 ▼-0.3%6,3580.1%ETFCBChubb$210,541$210,541 ▲New Holding7620.1%FinanceNTSXWisdomTree U.S. Efficient Core Fund$0$292,792 ▼-100.0%00.0%FinanceCADECadence Bank$0$203,176 ▼-100.0%00.0%FinanceShowing 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. 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