NP

New Perspectives, Inc

13F
New Perspectives, Inc
Last update 2024-10-18 37 Stocks (7 new)
Value $188.00 Mil Turnover 4 %
Countries:
Top Holdings: SPLG(31.77%)QQQ(15.94%)IEFA(13.11%)SPMD(7.50%)IWM(7.33%)
Portfolio Report
Summary Stock Picks Current Portfolio
New Perspectives, Inc Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPLG 		SPDR Portfolio S&P 500 ETF
883,496
59644.810
-0.09%
31.770
-0.03%
0.130
+12.74%
+25.89%
50809.088
 
QQQ 		INVESCO QQQ Trust
61,310
29923.550
-2.35%
15.940
-0.38%
0.010
+14.75%
+25.55%
310746.216
 
IEFA 		iShares Core MSCI EAFE ETF
315,307
24609.710
+1.21%
13.110
+0.16%
0.020
+2.90%
+4.92%
121378.078
 
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF
257,536
14082.070
+3.41%
7.500
+0.25%
0.120
+12.33%
+18.72%
12293.892
 
IWM 		iShares Russell 2000 ETF
62,280
13757.030
+3.81%
7.330
+0.27%
0.020
+15.09%
+18.64%
74137.796
 
USFR 		WisdomTree Floating Rate Treasury Fund
261,252
13120.090
-52.41%
6.990
-7.73%
0.080
+0.02%
+0.20%
16756.550
 
VIG 		Vanguard Dividend Appreciation FTF
42,510
8419.460
-0.68%
4.480
-0.03%
0.010
+9.56%
+19.17%
85497.677
 
QQQM 		Invesco NASDAQ 100 ETF
14,860
2984.630
+88.39%
1.590
+0.75%
0.010
+14.78%
+25.56%
36265.319
 
AAPL 		Apple Inc
12,699
2958.770
+0.79%
1.580
+0.01%
0.000
+6.64%
+18.46%
3430687.188
Hardware
VWO 		Vanguard FTSE Emerging Markets ETF
59,962
2869.180
+0.24%
1.530
0%
0.000
+7.71%
+13.84%
78669.011
 

New Perspectives, Inc's Historical Top Holdings Breakdowns

New Perspectives, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
USFR 		WisdomTree Floating Rate Treasury Fund2024-09-30Reduce
-7.73%
●
50.2 ($50.35) 50.48
$50.34
-0.02%
Reduce -52.41%
261,252
-287,747
QQQM 		Invesco NASDAQ 100 ETF2024-09-30Add
+0.75%
●
178.94 ($194.76) 207
$211.62
8.66%
Add 88.39%
14,860
6,972
SHW 		Sherwin-Williams Co2024-09-30New Buy
+0.73%
●
294.65 ($348.98) 383.93
$386.67
10.80%
New holding
3,600
3,600
LLY 		Eli Lilly and Co2024-09-30New Buy
+0.52%
●
772.14 ($899.05) 960.02
$831.54
-7.51%
New holding
1,097
1,097
QQQ 		INVESCO QQQ Trust2024-09-30Reduce
-0.38%
●
434.77 ($473.23) 502.96
$514.14
8.64%
Reduce -2.35%
61,310
-1,478
IWM 		iShares Russell 2000 ETF2024-09-30Add
+0.27%
●
200.87 ($213.99) 224.6
$238.11
11.27%
Add 3.81%
62,280
2,287
SPMD 		SPDR Portfolio S&P 400 Mid Cap ETF2024-09-30Add
+0.25%
●
50.29 ($52.88) 54.92
$57.84
9.38%
Add 3.41%
257,536
8,486
ADSK 		Autodesk Inc2024-09-30New Buy
+0.21%
●
225.72 ($251.72) 275.48
$305.56
21.39%
New holding
1,400
1,400
JPM 		JPMorgan Chase & Co2024-09-30New Buy
+0.18%
●
194.9 ($210.63) 224.8
$236.98
12.51%
New holding
1,593
1,593
IEFA 		iShares Core MSCI EAFE ETF2024-09-30Add
+0.16%
●
70.09 ($74.86) 78.74
$73.81
-1.40%
Add 1.21%
315,307
3,762

New Perspectives, Inc Total Holding History ($B)

To

New Perspectives, Inc's Asset Allocation

To

New Perspectives, Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

New Perspectives, Inc's Hypothetical Growth since 2024-09-30

New Perspectives, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

New Perspectives, Inc's Holdings Heat Map

Size field:

New Perspectives, Inc's Holdings Bubble Chart

New Perspectives, Inc News

  • 1

Discussions on New Perspectives, Inc

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.