New Perspectives, Inc Portfolio Holdings by Sector
New Perspectives, Inc
- $207 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPLG QQQ IEFA USFR SPMD IWM GLDM VIG 22 stocks |
$196,283
94.6% of portfolio
|
  7  
|
  9  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,826
1.36% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-A 1 stocks |
$1,508
0.73% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY AMGN ABBV 3 stocks |
$1,335
0.64% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$1,246
0.6% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1,068
0.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EGP 1 stocks |
$581
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$537
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$408
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$356
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
ADSK 1 stocks |
$344
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$298
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
RF 1 stocks |
$271
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
LNT 1 stocks |
$217
0.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
$215
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|