New Perspectives, Inc Purchases and Sells in Q3 2025

New Perspectives, Inc

$207 Million
Q3 2025

Top Buys

Incresed Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWM	2.03K + 3.58%	$214.92 - $244.84 $437K - $498K	58.9K $14.2M
GLDM	2.63K + 1.7%	$64.73 - $76.45 $170K - $201K	158K $12.1M
IEFA	2.89K + 0.94%	$81.7 - $87.53 $236K - $253K	309K $27M
SPMD	4.29K + 1.57%	$54.43 - $58.29 $233K - $250K	277K $15.8M
QQQM	2.25K + 11.32%	$225.11 - $247.9 $507K - $558K	22.1K $5.47M
VO	75 + 0.84%	$279.83 - $293.74 $21K - $22K	9.03K $2.65M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CVX	2.3K New	$145.57 - $161.83 $334K - $372K	2.3K $356K
ABBV	1.03K New	$184.85 - $231.54 $191K - $239K	1.03K $239K
LNT	3.22K New	$60.76 - $67.41 $196K - $217K	3.22K $217K
SPXL	950 New	$173.23 - $213.34 $165K - $203K	950 $201K
NORTHERN LTS FD TR II	569K New	N/A	569K $0

Top Sells

Reduced Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USFR	-93.8K - 18.55%	$50.23 - $50.48 $4.71M - $4.74M	412K $20.7M
VIG	-1.52K - 3.78%	N/A	38.5K $7.02M
VEU	-1.56K - 8.5%	$66.38 - $71.68 $103K - $112K	16.7K $1.19M
VHT	-180 - 9.83%	$239.12 - $259.95 $43K - $46.8K	1.65K $428K
EES	-2.54K - 9.8%	$50.48 - $57.12 $128K - $145K	23.4K $1.31M
SPDW	-10 - 0.14%	$39.8 - $42.86 $398 - $429	6.94K $296K

Activity Summary All Purchases 12 New Holdings 5 Increased Positions 7 All Sells 9 Reductions 9 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on New Perspectives, Inc with notifications on news.