New Perspectives, Inc Top Holdings and 13F Report (2025) About New Perspectives, IncInvestment ActivityNew Perspectives, Inc has $187.40 million in total holdings as of March 31, 2025.New Perspectives, Inc owns shares of 38 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 9.85% of the portfolio was purchased this quarter.About 5.79% of the portfolio was sold this quarter.This quarter, New Perspectives, Inc has purchased 35 new stocks and bought additional shares in 7 stocks.New Perspectives, Inc sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $53,098,040Invesco QQQ $26,179,688WisdomTree Bloomberg Floating Rate Treasury Fund $23,831,597iShares Core MSCI EAFE ETF $22,728,891SPDR Portfolio S&P 400 Mid Cap ETF $13,791,219 Largest New Holdings this Quarter 98149E303 - SPDR Gold MiniShares Trust $4,058,994 Holding084670108 - Berkshire Hathaway $1,596,883 Holding78468R739 - SPDR Nuveen Barclays Short Term Municipal Bond ETF $308,972 Holding00287Y109 - AbbVie $214,541 Holding018802108 - Alliant Energy $207,464 Holding Largest Purchases this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 210,657 shares (about $10.60M)SPDR Gold MiniShares Trust 65,584 shares (about $4.06M)Berkshire Hathaway 2 shares (about $1.60M)iShares Russell 2000 ETF 2,690 shares (about $536.63K)SPDR Portfolio S&P 400 Mid Cap ETF 8,763 shares (about $448.49K) Largest Sales this Quarter SPDR Portfolio S&P 500 ETF 59,472 shares (about $3.91M)Invesco QQQ 3,744 shares (about $1.76M)iShares Core MSCI EAFE ETF 21,878 shares (about $1.66M)Vanguard Dividend Appreciation ETF 763 shares (about $148.01K)Vanguard Mid-Cap ETF 341 shares (about $88.19K) 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$53,098,040$3,910,878 ▼-6.9%807,45228.3%ETFQQQInvesco QQQ$26,179,688$1,755,629 ▼-6.3%55,83014.0%FinanceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$23,831,597$10,602,362 ▲80.1%473,50712.7%FinanceIEFAiShares Core MSCI EAFE ETF$22,728,891$1,655,071 ▼-6.8%300,44812.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$13,791,219$448,490 ▲3.4%269,4657.4%ETFIWMiShares Russell 2000 ETF$13,286,632$536,628 ▲4.2%66,6037.1%FinanceVIGVanguard Dividend Appreciation ETF$7,981,475$148,013 ▼-1.8%41,1444.3%ETFGLDMSPDR Gold MiniShares Trust$4,058,994$4,058,994 ▲New Holding65,5842.2%FinanceQQQMInvesco NASDAQ 100 ETF$3,584,574$259,419 ▲7.8%18,5711.9%ETFAAPLApple$2,770,985$51,088 ▼-1.8%12,4751.5%Computer and TechnologyVOVanguard Mid-Cap ETF$2,409,300$88,189 ▼-3.5%9,3161.3%ETFBRK.ABerkshire Hathaway$1,596,883$1,596,883 ▲New Holding20.9%FinanceEESWisdomTree U.S. SmallCap Fund$1,511,492$391 ▲0.0%30,9480.8%FinanceSHWSherwin-Williams$1,257,0840.0%3,6000.7%Basic MaterialsVEUVanguard FTSE All-World ex-US ETF$1,124,090$60,660 ▼-5.1%18,5310.6%ETFLLYEli Lilly and Company$906,0230.0%1,0970.5%MedicalVUGVanguard Growth ETF$674,5220.0%1,8190.4%ETFEGPEastGroup Properties$604,8450.0%3,4340.3%FinanceMSFTMicrosoft$570,228$375 ▲0.1%1,5190.3%Computer and TechnologyVHTVanguard Health Care ETF$484,9850.0%1,8320.3%ETFJPMJPMorgan Chase & Co.$390,7440.0%1,5930.2%FinanceIWFiShares Russell 1000 Growth ETF$381,6720.0%1,0570.2%ETFADSKAutodesk$366,5200.0%1,4000.2%Computer and TechnologySHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$308,972$308,972 ▲New Holding6,4910.2%FinanceVTVVanguard Value ETF$304,1950.0%1,7610.2%ETFUNPUnion Pacific$298,6070.0%1,2640.2%TransportationVXFVanguard Extended Market ETF$291,292$21,188 ▼-6.8%1,6910.2%ETFAMGNAmgen$286,6260.0%9200.2%MedicalSCHBSchwab US Broad Market ETF$281,8060.0%13,0890.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$253,050$21,555 ▲9.3%6,9500.1%ETFDWMWisdomTree International Equity Fund$242,7970.0%4,1750.1%FinanceNVDANVIDIA$237,135$63,402 ▼-21.1%2,1880.1%Computer and TechnologyUNHUnitedHealth Group$232,5450.0%4440.1%MedicalCBChubb$230,1160.0%7620.1%FinanceRFRegions Financial$223,4280.0%10,2820.1%FinanceABBVAbbVie$214,541$214,541 ▲New Holding1,0240.1%MedicalLNTAlliant Energy$207,464$207,464 ▲New Holding3,2240.1%UtilitiesBOXXAlpha Architect 1-3 Month Box ETF$200,682$200,682 ▲New Holding1,8000.1%ETFVWOVanguard FTSE Emerging Markets ETF$0$2,625,841 ▼-100.0%00.0%ETFVCLTVanguard Long-Term Corporate Bond ETF$0$246,774 ▼-100.0%00.0%ManufacturingSPYSPDR S&P 500 ETF Trust$0$222,194 ▼-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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