New Perspectives, Inc
Q1 2025 13F Holdings
- Locationtougaloo, MS
- Num holdings
38
- Value ($000)
$187,404
- Date Filed04/25/2025
- Form type13F-HR
- CIK0001909565
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $53.10M | 28 % | 807,452 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $26.18M | 14 % | 55,830 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $23.83M | 13 % | 473,507 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $22.73M | 12 % | 300,448 | ||
SPMD SPDR SER TR | PORTFOLIO S&P400 | 78464A847 | $13.79M | 7 % | 269,465 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $13.29M | 7 % | 66,603 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $7.98M | 4 % | 41,144 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $4.06M | 2 % | 65,584 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $3.58M | 2 % | 18,571 | ||
AAPL APPLE INC | COM | 037833100 | $2.77M | 2 % | 12,475 |
Rows Per Page
10
- 10
- 50
- 100