New Perspectives, Inc Portfolio Holdings

New Perspectives, Inc

  • $187 Million
  • Q1 2025

New Perspectives, Inc has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $187 Million distributed in 38 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $53.1M, Invesco Qqq Trust, Series 1 with a value of $26.2M, Wisdomtree Floating Rate Treas with a value of $23.8M, Ishares Tr with a value of $22.7M, and Spdr Portfolio with a value of $13.8M.

Examining the 13F form we can see an increase of $759K in the current position value, from $186M to 187M.

New Perspectives, Inc is based out at Tougaloo, MS

Below you can find more details about New Perspectives, Inc portfolio as well as his latest detailed transactions.

Portfolio value $187 Million
ETFs: $176 Million
Technology: $3.92 Million
Financial Services: $2.44 Million
Healthcare: $1.64 Million
Basic Materials: $1.26 Million
Real Estate: $604,000
Industrials: $298,000
Utilities: $207,000
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$53.1 Million 28.44% of portfolio
807,452
Q1 2025 Reduced 6.86%
$0
$26.2 Million 14.02% of portfolio
55,830
Q1 2025 Reduced 6.28%
$0
$23.8 Million 12.77% of portfolio
473,507
Q1 2025 Added 80.14%
$0
$22.7 Million 12.18% of portfolio
300,448
Q1 2025 Reduced 6.79%
$0
$13.8 Million 7.39% of portfolio
269,465
Q1 2025 Added 3.36%
$0
$13.3 Million 7.12% of portfolio
66,603
Q1 2025 Added 4.21%
$0
$7.49 Million 4.01% of portfolio
41,144
Q1 2025 Reduced 1.82%
$9.61B
$4.06 Million 2.17% of portfolio
65,584
Q1 2025 New
$0
$3.58 Million 1.92% of portfolio
18,571
Q1 2025 Added 7.8%
$0
$2.41 Million 1.29% of portfolio
9,316
Q1 2025 Reduced 3.53%
$0
$1.51 Million 0.81% of portfolio
30,948
Q1 2025 Added 0.03%
$0
$1.12 Million 0.6% of portfolio
18,531
Q1 2025 Reduced 5.12%
$0
$674,000 0.36% of portfolio
1,819
Q1 2024 Reduced 0.27%
$0
$484,000 0.26% of portfolio
1,832
Q1 2024 Reduced 21.44%
$0
$381,000 0.2% of portfolio
1,057
Q2 2022 Reduced 9.37%
$0
$304,000 0.16% of portfolio
1,761
Q1 2024 Reduced 1.23%
$0
$308,000 0.16% of portfolio
6,491
Q1 2025 New
$0
$281,000 0.15% of portfolio
13,089
Q4 2024 Added 200.0%
$0
$253,000 0.14% of portfolio
6,950
Q1 2025 Added 9.31%
$0
$242,000 0.13% of portfolio
4,175
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 38
  • Current Value $187 Million
  • Prior Value $186 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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