New Perspectives, Inc Top Holdings and 13F Report (2024) → Forget AI, Imperium Is Expected to Grow 320,00% in 3 Years (From Banyan Hill Publishing) (Ad) About New Perspectives, IncInvestment ActivityNew Perspectives, Inc has $180.59 million in total holdings as of March 31, 2024.New Perspectives, Inc owns shares of 30 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 14.46% of the portfolio was purchased this quarter.About 1.14% of the portfolio was sold this quarter.This quarter, New Perspectives, Inc has purchased 20 new stocks and bought additional shares in 9 stocks.New Perspectives, Inc sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $54,359,187Invesco QQQ $28,447,367WisdomTree Bloomberg Floating Rate Treasury Fund $25,813,990iShares Core MSCI EAFE ETF $22,866,514SPDR Portfolio S&P 400 Mid Cap ETF $12,860,594 Largest New Holdings this Quarter WisdomTree U.S. SmallCap Fund $1,622,427 HoldingInvesco NASDAQ 100 ETF $684,357 HoldingFirst Trust Managed Municipal ETF $341,236 HoldingUnion Pacific $310,856 HoldingVanguard Value ETF $286,796 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 119,025 shares (about $7.32M)WisdomTree Bloomberg Floating Rate Treasury Fund 114,834 shares (about $5.77M)Invesco QQQ 8,112 shares (about $3.60M)WisdomTree U.S. SmallCap Fund 32,371 shares (about $1.62M)iShares Core MSCI EAFE ETF 21,043 shares (about $1.56M) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 3,731 shares (about $681.32K)Vanguard FTSE Emerging Markets ETF 16,036 shares (about $669.82K)Vanguard Extended Market ETF 1,116 shares (about $195.60K)Vanguard Health Care ETF 600 shares (about $162.31K)Vanguard Mid-Cap ETF 504 shares (about $125.93K) 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$54,359,187$7,323,610 ▲15.6%883,45830.1%ETFQQQInvesco QQQ$28,447,367$3,601,821 ▲14.5%64,06915.8%FinanceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$25,813,990$5,774,998 ▲28.8%513,30314.3%FinanceIEFAiShares Core MSCI EAFE ETF$22,866,514$1,561,811 ▲7.3%308,09112.7%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$12,860,594$1,478,318 ▲13.0%241,1067.1%ETFIWMiShares Russell 2000 ETF$12,187,937$434,690 ▲3.7%57,9556.7%FinanceVIGVanguard Dividend Appreciation ETF$7,864,173$681,324 ▼-8.0%43,0654.4%ETFVWOVanguard FTSE Emerging Markets ETF$2,476,209$669,824 ▼-21.3%59,2821.4%ETFVOVanguard Mid-Cap ETF$2,451,966$125,934 ▼-4.9%9,8131.4%ETFAAPLApple$2,143,420$200,796 ▲10.3%12,5001.2%Computer and TechnologyEESWisdomTree U.S. SmallCap Fund$1,622,427$1,622,427 ▲New Holding32,3710.9%FinanceVEUVanguard FTSE All-World ex-US ETF$1,178,440$777,689 ▲194.1%20,0930.7%ETFQQQMInvesco NASDAQ 100 ETF$684,357$684,357 ▲New Holding3,7460.4%ETFVUGVanguard Growth ETF$626,1000.0%1,8190.3%ETFEGPEastGroup Properties$617,152$120,806 ▼-16.4%3,4330.3%FinanceVHTVanguard Health Care ETF$495,593$162,312 ▼-24.7%1,8320.3%ETFIWFiShares Russell 1000 Growth ETF$356,262$33,368 ▲10.3%1,0570.2%ETFVXFVanguard Extended Market ETF$354,221$195,602 ▼-35.6%2,0210.2%ETFMSFTMicrosoft$343,160$33,643 ▼-8.9%8160.2%Computer and TechnologyFMBFirst Trust Managed Municipal ETF$341,236$341,236 ▲New Holding6,6440.2%ManufacturingUNPUnion Pacific$310,856$310,856 ▲New Holding1,2640.2%TransportationVTVVanguard Value ETF$286,796$286,796 ▲New Holding1,7610.2%ETFNTSXWisdomTree U.S. Efficient Core Fund$281,590$281,590 ▲New Holding6,6680.2%FinanceSCHBSchwab US Broad Market ETF$266,361$266,361 ▲New Holding4,3630.1%ETFAMGNAmgen$261,574$261,574 ▲New Holding9200.1%MedicalDWMWisdomTree International Equity Fund$228,790$228,790 ▲New Holding4,1750.1%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$228,516$67,881 ▼-22.9%6,3760.1%ETFRFRegions Financial$226,222$226,222 ▲New Holding10,7520.1%FinanceCADECadence Bank$208,349$208,349 ▲New Holding7,1840.1%Financial ServicesSPYSPDR S&P 500 ETF Trust$203,997$203,997 ▲New Holding3900.1%FinanceBRK.ABerkshire Hathaway$0$813 ▼-100.0%00.0%FinanceISHARES TR$0$259 ▼-100.0%00.0%IBONDS DEC2022Showing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
