The Analysis of New Perspectives, Inc's Holdings
Currently, New Perspectives, Inc holds 42 types of securities in its portfolio with a total value $288.4M. In the most recent quarter, they have increased their positions in N/A (+2.2M shares, valued at $56.5M), QQQM (+4.2K shares, valued at $1.1M), IEFA (+6.8K shares, valued at $606.5K); decreased their positions in N/A (-1.0K shares, valued at $642.6K), LLY (-83 shares, valued at $89.2K), EES (-1.4K shares, valued at $81.9K); initiated new positions in N/A (+507 shares, valued at $318.3K), VOOG (+640 shares, valued at $284.5K), AEP (+2.3K shares, valued at $259.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST735.2K shares0.62%2025-12-312026-01-28
IEFA ISHARES TR315.5K shares2.20%2025-12-312026-01-28 USFR WISDOMTREE TR416.5K shares1.12%2025-12-312026-01-28 SPMD SPDR SERIES TRUST282.7K shares2.11%2025-12-312026-01-28 IWM ISHARES TR60.4K shares2.53%2025-12-312026-01-28 GLDM WORLD GOLD TR159.5K shares1.08%2025-12-312026-01-28 VIG VANGUARD SPECIALIZED FUNDS39.5K shares2.60%2025-12-312026-01-28 QQQM INVESCO EXCH TRADED FD TR II26.3K shares18.99%2025-12-312026-01-28 AAPL APPLE INC11.1K shares0.00%2025-12-312026-01-28 VO VANGUARD INDEX FDS8.9K shares-0.92%2025-12-312026-01-28 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2025-12-312026-01-28 EES WISDOMTREE TR21.9K shares-6.15%2025-12-312026-01-28 VEU VANGUARD INTL EQUITY INDEX F16.7K shares0.00%2025-12-312026-01-28 LLY ELI LILLY & CO1.0K shares-7.57%2025-12-312026-01-28 SHW SHERWIN WILLIAMS CO3.4K shares-6.94%2025-12-312026-01-28 VUG VANGUARD INDEX FDS1.8K shares0.55%2025-12-312026-01-28 MSFT MICROSOFT CORP1.5K shares0.00%2025-12-312026-01-28 EGP EASTGROUP PPTYS INC3.4K shares0.00%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.1.7K shares0.00%2025-12-312026-01-28 IWF ISHARES TR1.1K shares0.00%2025-12-312026-01-28 VHT VANGUARD WORLD FD1.5K shares-10.90%2025-12-312026-01-28 ADSK AUTODESK INC1.4K shares0.00%2025-12-312026-01-28 NVDA NVIDIA CORPORATION2.2K shares0.00%2025-12-312026-01-28 CVX CHEVRON CORP NEW2.3K shares0.09%2025-12-312026-01-28 VXF VANGUARD INDEX FDS1.7K shares-0.77%2025-12-312026-01-28 SCHB SCHWAB STRATEGIC TR13.1K shares0.00%2025-12-312026-01-28 VTV VANGUARD INDEX FDS1.8K shares0.00%2025-12-312026-01-28 SPXL DIREXION SHS ETF TR1.4K shares50.00%2025-12-312026-01-28 SHM SPDR SERIES TRUST6.5K shares0.00%2025-12-312026-01-28 SPDW SPDR INDEX SHS FDS6.9K shares0.00%2025-12-312026-01-28 AMGN AMGEN INC920 shares0.00%2025-12-312026-01-28 UNP UNION PAC CORP1.3K shares0.00%2025-12-312026-01-28 DWM WISDOMTREE TR4.2K shares0.00%2025-12-312026-01-28 VOOG VANGUARD ADMIRAL FDS INC640 sharesnew addition2025-12-312026-01-28 RF REGIONS FINANCIAL CORP NEW10.3K shares0.00%2025-12-312026-01-28 AEP AMERICAN ELEC PWR CO INC2.3K sharesnew addition2025-12-312026-01-28 CB CHUBB LIMITED762 shares0.00%2025-12-312026-01-28 ABBV ABBVIE INC1.0K shares0.39%2025-12-312026-01-28 LNT ALLIANT ENERGY CORP3.2K shares0.00%2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available