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CIK: 0001909565
Total reported value
$325.9M
$325.9M
35 檔
43.3%
In Q4 2024, New Perspectives, Inc's U.S. equity holdings reached a combined market value of $325.9M, distributed across 35 disclosed stock positions.
During Q4 2024, New Perspectives, Inc performed routine portfolio adjustments (0 new buys, 10 additions, 10 trims, and 2 full exits), keeping overall allocation balanced.
| # | 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 | 32.03% | +0.41% | -1.88% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 16.32% | +0.93% | -2.83% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.14% | -0.11% | +2.23% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 7.64% | +0.35% | +1.23% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 7.57% | +0.58% | +2.62% | |
| 6 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 7.09% | -0.49% | +0.61% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.40% | -0.10% | -1.42% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.94% | +0.57% | +15.93% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.71% | -0.03% | +0.05% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.41% | — | -0.56% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.37% | -0.01% | -0.29% | |
| 12 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.89% | +0.01% | -1.61% | |
| 13 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.66% | -0.02% | — | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.60% | -0.03% | -0.11% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.05% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | +0.01% | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.34% | -0.03% | +0.07% | |
| 18 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.30% | -0.01% | +0.03% | |
| 19 | VHT | Vanguard Health Care ETF | ETF-Other | 0.25% | — | — | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.23% | — | — | |
| 21 | ADSK | Autodesk Inc | Stock-Tech | 0.22% | -0.04% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | — | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.01% | +57.56% | |
| 24 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.18% | +0.01% | -0.87% | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | — | — | |
| 26 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.16% | — | +200.00% | |
| 27 | UNP | Union Pacific CORP | Stock-Industrials | 0.15% | — | — | |
| 28 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.13% | — | — | |
| 29 | RF | Regions Financial CORP | Stock-Financials | 0.13% | +0.01% | — | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.13% | -0.01% | — | |
| 31 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | — | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.12% | — | -7.33% | |
| 33 | DWM | Wisdomtree International Equ | ETF-Other | 0.12% | -0.01% | — | |
| 34 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.12% | — | -0.28% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.11% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -2.83% | Trim |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.4% | +15.93% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | -1.88% | Trim |
| 4 | IWM | Ishares Russell 2000 ETF | +0.2% | +2.62% | Add |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +1.23% | Add |
| 6 | AAPL | Apple Inc | +0.1% | +0.05% | Add |
| 7 | USFR | Wisdomtree Floating Rate Tre | +0.1% | +0.61% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +57.56% | Add |
| 9 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 10 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 11 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 12 | ADSK | Autodesk Inc | 0% | — | Unchanged |
| 13 | EES | Wisdomtree US Smallcap Fund | 0% | -1.61% | Trim |
| 14 | SCHB | Schwab US Broad Market ETF | 0% | +200.00% | Add |
| 15 | VO | Vanguard Mid-cap ETF | 0% | -0.29% | Trim |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | -7.33% | Trim |
| 17 | VXF | Vanguard Extended Market ETF | — | -0.87% | Trim |
| 18 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 19 | RF | Regions Financial CORP | — | — | Unchanged |
| 20 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -0.28% | Trim |
| 21 | VCLT | Vanguard Long-term CORP Bond | 0% | — | Unchanged |
| 22 | DWM | Wisdomtree International Equ | 0% | — | Unchanged |
| 23 | MSFT | Microsoft CORP | 0% | +0.07% | Add |
| 24 | CB | Chubb Limited | 0% | — | Unchanged |
| 25 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 26 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 27 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 28 | VHT | Vanguard Health Care ETF | 0% | — | Unchanged |
| 29 | EGP | Eastgroup Properties Inc | 0% | +0.03% | Add |
| 30 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -0.11% | Trim |
| 31 | SHW | Sherwin-williams Co/the | -0.1% | — | Unchanged |
| 32 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 33 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -1.42% | Trim |
| 34 | ABBV | Abbvie Inc | -0.1% | EXIT | Sold out |
| 35 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -0.56% | Trim |
| 36 | NTSX | Wisdomtree US Efficient Core | -0.2% | EXIT | Sold out |
| 37 | IEFA | Ishares Core Msci Eafe ETF | -1% | +2.23% | Add |
According to official SEC Form 13F filings, New Perspectives, Inc reported a total U.S. public equity portfolio value of $325.9M across 35 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, QQQ, IEFA) accounted for 43.3% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
NTSX
前期市值: $313.3K
During Q4 2024, New Perspectives, Inc's top holdings by market value included SPYM (32.0%)、QQQ (16.3%)、IEFA (12.1%). The largest single position, SPYM, represented 32.0% of total portfolio value.
In Q4 2024, New Perspectives, Inc made 22 total portfolio adjustments, initiating 0 new buys, adding to 10 positions, trimming 10 holdings, and fully liquidating 2 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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