New Perspectives, Inc
Q2 2025 13F Holdings
- Locationtougaloo, MS
- Num holdings
36
- Value ($000)
$202,175
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $56.23M | 28 % | 773,541 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $26.58M | 13 % | 48,184 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $25.53M | 13 % | 305,854 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $25.44M | 13 % | 505,756 | ||
SPMD SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | $14.82M | 7 % | 272,527 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $12.26M | 6 % | 56,830 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $10.17M | 5 % | 155,170 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.20M | 4 % | 40,049 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $4.52M | 2 % | 19,885 | ||
VO VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $2.50M | 1 % | 8,951 |
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