New Perspectives, Inc - Portfolio Stock Holdings
Report Period:
March 31, 2025No. of Stocks:
41Est. Stock Holding Value:
$187,404,089Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - New Perspectives, Inc
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|---|---|---|---|---|---|
 SPLG | 807,452 | $53,098,044 | 28.33% | -59,472 | -$3,910,879 | -6.86% |
 QQQ | 55,830 | $26,179,804 | 13.97% | -3,744 | -$1,755,636 | -6.28% |
 USFR | 473,507 | $23,831,607 | 12.72% | +210,657 | +$10,602,367 | +80.14% |
 IEFA | 300,448 | $22,728,891 | 12.13% | -21,878 | -$1,655,071 | -6.79% |
 SPMD | 269,465 | $13,791,219 | 7.36% | +8,763 | +$448,490 | +3.36% |
 IWM | 66,603 | $13,286,632 | 7.09% | +2,690 | +$536,628 | +4.21% |
 VIG | 41,144 | $7,981,525 | 4.26% | -763 | -$148,014 | -1.82% |
 GLDM | 65,584 | $4,058,994 | 2.17% | +65,584 | +$4,058,994 | Open |
 QQQM | 18,571 | $3,584,574 | 1.91% | +1,344 | +$259,419 | +7.80% |
 AAPL | 12,475 | $2,771,072 | 1.48% | -230 | -$51,090 | -1.81% |
 VO | 9,316 | $2,409,304 | 1.29% | -341 | -$88,189 | -3.53% |
 BRK.A | 2 | $1,596,883 | 0.85% | +2 | +$1,596,883 | Open |
 EES | 30,948 | $1,511,500 | 0.81% | +8 | +$391 | +0.03% |
 SHW | 3,600 | $1,257,084 | 0.67% | - | - | - |
 VEU | 18,531 | $1,124,090 | 0.60% | -1,000 | -$60,660 | -5.12% |
 LLY | 1,097 | $906,023 | 0.48% | - | - | - |
 VUG | 1,819 | $674,522 | 0.36% | - | - | - |
 EGP | 3,434 | $604,899 | 0.32% | - | - | - |
 MSFT | 1,519 | $570,217 | 0.30% | +1 | +$375 | +0.07% |
 VHT | 1,832 | $484,985 | 0.26% | - | - | - |
 JPM | 1,593 | $390,763 | 0.21% | - | - | - |
 IWF | 1,057 | $381,672 | 0.20% | - | - | - |
 ADSK | 1,400 | $366,520 | 0.20% | - | - | - |
 SHM | 6,491 | $308,972 | 0.16% | +6,491 | +$308,972 | Open |
 VTV | 1,761 | $304,195 | 0.16% | - | - | - |
 UNP | 1,264 | $298,607 | 0.16% | - | - | - |
 VXF | 1,691 | $291,292 | 0.16% | -123 | -$21,188 | -6.78% |
 AMGN | 920 | $286,626 | 0.15% | - | - | - |
 SCHB | 13,089 | $281,806 | 0.15% | - | - | - |
 SPDW | 6,950 | $253,049 | 0.14% | +592 | +$21,555 | +9.31% |
 DWM | 4,175 | $242,797 | 0.13% | - | - | - |
 NVDA | 2,188 | $237,135 | 0.13% | -585 | -$63,402 | -21.10% |
 UNH | 444 | $232,545 | 0.12% | - | - | - |
 CB | 762 | $230,116 | 0.12% | - | - | - |
 RF | 10,282 | $223,428 | 0.12% | - | - | - |
 ABBV | 1,024 | $214,548 | 0.11% | +1,024 | +$214,548 | Open |
 LNT | 3,224 | $207,464 | 0.11% | +3,224 | +$207,464 | Open |
 BOXX | 1,800 | $200,682 | 0.11% | +1,800 | +$200,682 | Open |
 VCLT | 0 | $0 | 0.00% | -3,300 | -$250,503 | -100.00% |
 VWO | 0 | $0 | 0.00% | -59,624 | -$2,698,582 | -100.00% |
 SPY | 0 | $0 | 0.00% | -379 | -$212,009 | -100.00% |