New Perspectives, Inc Top Holdings and 13F Report (2025) About New Perspectives, IncInvestment ActivityNew Perspectives, Inc has $223.38 million in total holdings as of September 30, 2025.New Perspectives, Inc owns shares of 40 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 7.73% of the portfolio was purchased this quarter.About 4.53% of the portfolio was sold this quarter.This quarter, New Perspectives, Inc has purchased 36 new stocks and bought additional shares in 7 stocks.New Perspectives, Inc sold shares of 9 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $57,242,002Invesco QQQ $27,708,091iShares Core MSCI EAFE ETF $26,956,002WisdomTree Floating Rate Treasury Fund $20,707,448SPDR Portfolio S&P 400 Mid Cap ETF $15,831,084 Largest New Holdings this Quarter 664925880 - NORTHERN LTS FD TR II $14,479,744 Holding166764100 - Chevron $356,714 Holding00287Y109 - AbbVie $239,177 Holding018802108 - Alliant Energy $217,330 Holding25459W862 - Direxion Daily S&P 500 Bull 3x Shares $201,305 Holding Largest Purchases this Quarter NORTHERN LTS FD TR II 568,723 shares (about $14.48M)Invesco NASDAQ 100 ETF 2,251 shares (about $556.27K)iShares Russell 2000 ETF 2,032 shares (about $491.66K)Chevron 2,297 shares (about $356.71K)iShares Core MSCI EAFE ETF 2,885 shares (about $251.89K) Largest Sales this Quarter WisdomTree Floating Rate Treasury Fund 93,831 shares (about $4.72M)SPDR Portfolio S&P 500 ETF 42,854 shares (about $3.36M)Invesco QQQ 2,032 shares (about $1.22M)Vanguard Dividend Appreciation ETF 1,515 shares (about $326.92K)WisdomTree U.S. SmallCap Fund 2,539 shares (about $141.86K) 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$57,242,002$3,357,181 ▼-5.5%730,68725.6%ETFQQQInvesco QQQ$27,708,091$1,219,944 ▼-4.2%46,15212.4%FinanceIEFAiShares Core MSCI EAFE ETF$26,956,002$251,889 ▲0.9%308,73912.1%ETFUSFRWisdomTree Floating Rate Treasury Fund$20,707,448$4,716,879 ▼-18.6%411,9259.3%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$15,831,084$245,288 ▲1.6%276,8167.1%ETFNORTHERN LTS FD TR II$14,479,744$14,479,744 ▲New Holding568,7236.5%WEITZ CORE PLUSIWMiShares Russell 2000 ETF$14,242,267$491,663 ▲3.6%58,8626.4%FinanceGLDMSPDR Gold MiniShares Trust$12,064,035$201,293 ▲1.7%157,8035.4%FinanceVIGVanguard Dividend Appreciation ETF$8,315,299$326,924 ▼-3.8%38,5343.7%ETFQQQMInvesco NASDAQ 100 ETF$5,470,248$556,267 ▲11.3%22,1362.4%ETFAAPLApple$2,826,3030.0%11,1001.3%Computer and TechnologyVOVanguard Mid-Cap ETF$2,651,236$22,030 ▲0.8%9,0261.2%ETFBRK.ABerkshire Hathaway$1,508,4000.0%20.7%FinanceEESWisdomTree U.S. SmallCap Fund$1,305,476$141,856 ▼-9.8%23,3660.6%FinanceSHWSherwin-Williams$1,246,5360.0%3,6000.6%Basic MaterialsVEUVanguard FTSE All-World ex-US ETF$1,194,734$111,052 ▼-8.5%16,7400.5%ETFVUGVanguard Growth ETF$872,4110.0%1,8190.4%ETFLLYEli Lilly and Company$837,0110.0%1,0970.4%MedicalMSFTMicrosoft$787,580$518 ▲0.1%1,5210.4%Computer and TechnologyEGPEastGroup Properties$581,2530.0%3,4340.3%FinanceJPMJPMorgan Chase & Co.$537,2550.0%1,7030.2%FinanceIWFiShares Russell 1000 Growth ETF$495,1090.0%1,0570.2%ETFADSKAutodesk$444,7380.0%1,4000.2%Computer and TechnologyVHTVanguard Health Care ETF$428,859$46,728 ▼-9.8%1,6520.2%ETFNVDANVIDIA$408,2370.0%2,1880.2%Computer and TechnologyCVXChevron$356,714$356,714 ▲New Holding2,2970.2%EnergyVXFVanguard Extended Market ETF$351,901$2,093 ▼-0.6%1,6810.2%ETFSCHBSchwab US Broad Market ETF$336,5180.0%13,0890.2%ETFVTVVanguard Value ETF$328,4090.0%1,7610.1%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$312,9960.0%6,4910.1%FinanceUNPUnion Pacific$298,7720.0%1,2640.1%TransportationSPDWSPDR Portfolio Developed World ex-US ETF$296,963$428 ▼-0.1%6,9400.1%ETFORCLOracle$281,2400.0%1,0000.1%Computer and TechnologyDWMWisdomTree International Equity Fund$276,4600.0%4,1750.1%FinanceRFRegions Financial$271,1360.0%10,2820.1%FinanceAMGNAmgen$259,6240.0%9200.1%MedicalABBVAbbVie$239,177$239,177 ▲New Holding1,0330.1%MedicalLNTAlliant Energy$217,330$217,330 ▲New Holding3,2240.1%UtilitiesCBChubb$215,0750.0%7620.1%FinanceSPXLDirexion Daily S&P 500 Bull 3x Shares$201,305$201,305 ▲New Holding9500.1%ETFCOSTCostco Wholesale$0$205,908 ▼-100.0%00.0%Retail/WholesaleShowing 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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