New Perspectives, Inc
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NORTHERN LTS FD TR II | $70.98M | 24.6% |
| SPDR SERIES TRUST | $58.98M | 20.5% |
| ISHARES TR | $28.23M | 9.8% |
| INVESCO QQQ TR | $27.71M | 9.6% |
| WISDOMTREE TR | $20.96M | 7.3% |
| SPDR SERIES TRUST | $16.37M | 5.7% |
| ISHARES TR | $14.86M | 5.2% |
| WORLD GOLD TR | $13.62M | 4.7% |
| VANGUARD SPECIALIZED FUNDS | $8.69M | 3.0% |
| INVESCO EXCH TRADED FD TR II | $6.66M | 2.3% |
| Apple Inc. | $3.02M | 1.0% |
| VANGUARD INDEX FDS | $2.60M | 0.9% |
| BERKSHIRE HATHAWAY INC DEL | $1.51M | 0.5% |
| WISDOMTREE TR | $1.25M | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $1.23M | 0.4% |
| ELI LILLY & Co | $1.09M | 0.4% |
| SHERWIN WILLIAMS CO | $1.09M | 0.4% |
| VANGUARD INDEX FDS | $892.3K | 0.3% |
| MICROSOFT CORP | $735.8K | 0.3% |
| EASTGROUP PROPERTIES INC | $611.8K | 0.2% |
| JPMORGAN CHASE & CO | $548.9K | 0.2% |
| ISHARES TR | $500.3K | 0.2% |
| VANGUARD WORLD FD | $423.7K | 0.1% |
| Autodesk, Inc. | $414.4K | 0.1% |
| NVIDIA Corp | $408.1K | 0.1% |
| CHEVRON CORP | $350.4K | 0.1% |
| VANGUARD INDEX FDS | $348.8K | 0.1% |
| SCHWAB STRATEGIC TR | $343.3K | 0.1% |
| VANGUARD INDEX FDS | $336.3K | 0.1% |
| VANGUARD INDEX FDS | $318.3K | 0.1% |
| DIREXION SHS ETF TR | $314.4K | 0.1% |
| SPDR SERIES TRUST | $311.5K | 0.1% |
| SPDR INDEX SHS FDS | $308.2K | 0.1% |
| AMGEN INC | $301.1K | 0.1% |
| Union Pacific Corp | $292.4K | 0.1% |
| WISDOMTREE TR | $287.1K | 0.1% |
| VANGUARD ADMIRAL FDS INC | $284.5K | 0.1% |
| Regions Financial Corp | $278.6K | 0.1% |
| AMERICAN ELECTRIC POWER CO INC | $259.4K | 0.1% |
| Chubb Ltd | $237.8K | 0.1% |
| AbbVie Inc. | $236.9K | 0.1% |
| ALLIANT ENERGY CORP | $209.6K | 0.1% |