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CIK: 0001909565
Total reported value
$325.9M
$325.9M
30 檔
44.3%
As reported in its official Q1 2024 Form 13F filing, New Perspectives, Inc's tracked investment portfolio stood at $325.9M with 30 total positions.
During Q1 2024, New Perspectives, Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 30.10% | +0.41% | +10.01% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 15.75% | +0.93% | +8.89% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 14.29% | -0.49% | +17.71% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.66% | -0.11% | +1.98% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 7.12% | +0.35% | +7.29% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.75% | +0.58% | +13.51% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.35% | -0.10% | -7.85% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.37% | — | +5.00% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.36% | -0.01% | -10.21% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.03% | +10.29% | |
| 11 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.90% | +0.01% | -2.21% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.65% | -0.03% | -8.02% | |
| 13 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.38% | +0.57% | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 0.35% | +0.01% | -0.27% | |
| 15 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.34% | -0.01% | -16.45% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-Other | 0.27% | — | -21.44% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | — | — | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.20% | +0.01% | -33.87% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.03% | — | |
| 20 | FMB | First Trust Managed Municipa | ETF-Other | 0.19% | — | — | |
| 21 | UNP | Union Pacific CORP | Stock-Industrials | 0.17% | — | +1.28% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | — | -1.23% | |
| 23 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 0.16% | — | — | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | — | — | |
| 25 | AMGN | Amgen Inc | Stock-Healthcare | 0.14% | -0.01% | — | |
| 26 | DWM | Wisdomtree International Equ | ETF-Other | 0.13% | -0.01% | — | |
| 27 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.13% | — | -22.66% | |
| 28 | RF | Regions Financial CORP | Stock-Financials | 0.13% | +0.01% | — | |
| 29 | CADE | Cadence Bank | Stock-Other | 0.12% | — | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | — | — |
According to official SEC Form 13F filings, New Perspectives, Inc reported a total U.S. public equity portfolio value of $325.9M across 30 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, QQQ, USFR) accounted for 44.3% of total reported equity market value during Q1 2024.
During Q1 2024, New Perspectives, Inc's top holdings by market value included SPYM (30.1%)、QQQ (15.8%)、USFR (14.3%). The largest single position, SPYM, represented 30.1% of total portfolio value.
In Q1 2024, New Perspectives, Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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