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CIK: 0001909565
Total reported value
$325.9M
$325.9M
38 檔
42.9%
The Q1 2025 SEC filing reveals that New Perspectives, Inc held a total portfolio value of $325.9M, covering 38 public equity positions.
New Perspectives, Inc executed strategic sector rebalancing during Q1 2025, establishing 6 new positions while fully exiting 3 holdings and trimming 9 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, QQQ, USFR) accounted for 42.9% of total reported equity market value during Q1 2025.
| # | 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 | 28.33% | +0.41% | -6.86% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 13.97% | +0.93% | -6.28% | |
| 3 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 12.72% | -0.49% | +80.14% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.13% | -0.11% | -6.79% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 7.36% | +0.35% | +3.36% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 7.09% | +0.58% | +4.21% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.26% | -0.10% | -1.82% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.17% | -1.59% | — | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.91% | +0.57% | +7.80% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.48% | -0.03% | -1.81% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.29% | -0.01% | -3.53% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.85% | -0.04% | — | |
| 13 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.81% | +0.01% | +0.03% | |
| 14 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.67% | -0.02% | — | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.60% | -0.03% | -5.12% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.48% | +0.05% | — | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.36% | +0.01% | — | |
| 18 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.32% | -0.01% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | -0.03% | +0.07% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-Other | 0.26% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | — | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.20% | — | — | |
| 23 | ADSK | Autodesk Inc | Stock-Tech | 0.20% | -0.04% | — | |
| 24 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.16% | -0.01% | — | |
| 25 | VTV | Vanguard Value ETF | ETF-Other | 0.16% | — | — | |
| 26 | UNP | Union Pacific CORP | Stock-Industrials | 0.16% | — | — | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.16% | +0.01% | -6.78% | |
| 28 | AMGN | Amgen Inc | Stock-Healthcare | 0.15% | -0.01% | — | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | — | — | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.14% | — | +9.31% | |
| 31 | DWM | Wisdomtree International Equ | ETF-Other | 0.13% | -0.01% | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.01% | -21.10% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.12% | — | — | |
| 34 | CB | Chubb Limited | Stock-Financials | 0.12% | -0.01% | — | |
| 35 | RF | Regions Financial CORP | Stock-Financials | 0.12% | +0.01% | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | — | — | |
| 37 | LNT | Alliant Energy CORP | Stock-Utilities | 0.11% | — | — | |
| 38 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.11% | +0.10% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | +5.6% | +80.14% | Add |
| 2 | GLDM | Spdr Gold Minishares Trust | +2.2% | NEW | New buy |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | +0.9% | NEW | New buy |
| 4 | SHM | Ss Spdr N Ice St Muni ETF | +0.2% | NEW | New buy |
| 5 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 6 | LNT | Alliant Energy CORP | +0.1% | NEW | New buy |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | NEW | New buy |
| 8 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 9 | EGP | Eastgroup Properties Inc | 0% | — | Unchanged |
| 10 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +9.31% | Add |
| 12 | SHW | Sherwin-williams Co/the | 0% | — | Unchanged |
| 13 | DWM | Wisdomtree International Equ | 0% | — | Unchanged |
| 14 | VHT | Vanguard Health Care ETF | 0% | — | Unchanged |
| 15 | CB | Chubb Limited | 0% | — | Unchanged |
| 16 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 17 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 18 | UNH | Unitedhealth Group Inc | — | — | Unchanged |
| 19 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 20 | VEU | Vanguard Ftse All-world Ex-u | — | -5.12% | Trim |
| 21 | IEFA | Ishares Core Msci Eafe ETF | 0% | -6.79% | Trim |
| 22 | RF | Regions Financial CORP | 0% | — | Unchanged |
| 23 | SCHB | Schwab US Broad Market ETF | 0% | — | Unchanged |
| 24 | VXF | Vanguard Extended Market ETF | 0% | -6.78% | Trim |
| 25 | ADSK | Autodesk Inc | 0% | — | Unchanged |
| 26 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 27 | QQQM | Invesco Nasdaq 100 ETF | 0% | +7.80% | Add |
| 28 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 29 | MSFT | Microsoft CORP | 0% | +0.07% | Add |
| 30 | NVDA | Nvidia CORP | -0.1% | -21.10% | Trim |
| 31 | EES | Wisdomtree US Smallcap Fund | -0.1% | +0.03% | Add |
| 32 | VO | Vanguard Mid-cap ETF | -0.1% | -3.53% | Trim |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | EXIT | Sold out |
| 34 | VCLT | Vanguard Long-term CORP Bond | -0.1% | EXIT | Sold out |
| 35 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -1.82% | Trim |
| 36 | AAPL | Apple Inc | -0.2% | -1.81% | Trim |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.3% | +3.36% | Add |
| 38 | IWM | Ishares Russell 2000 ETF | -0.5% | +4.21% | Add |
| 39 | VWO | Vanguard Ftse Emerging Marke | -1.4% | EXIT | Sold out |
| 40 | QQQ | Invesco Qqq Trust Series 1 | -2.4% | -6.28% | Trim |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -3.7% | -6.86% | Trim |
According to official SEC Form 13F filings, New Perspectives, Inc reported a total U.S. public equity portfolio value of $325.9M across 38 disclosed positions in Q1 2025.
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.
Top New Position Initiated
GLDM
市值: $4.1M
Top Position Liquidated / Trimmed
VWO
前期市值: $2.6M
During Q1 2025, New Perspectives, Inc's top holdings by market value included SPYM (28.3%)、QQQ (14.0%)、USFR (12.7%). The largest single position, SPYM, represented 28.3% of total portfolio value.
In Q1 2025, New Perspectives, Inc made 25 total portfolio adjustments, initiating 6 new buys, adding to 7 positions, trimming 9 holdings, and fully liquidating 3 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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