New Perspectives, Inc Portfolio Holdings

New Perspectives, Inc

  • $187 Million
  • Q3 2024

New Perspectives, Inc has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $187 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $59.6M, Invesco Qqq Trust, Series 1 with a value of $29.9M, Ishares Tr with a value of $24.6M, Spdr Portfolio with a value of $14.1M, and Ishares Russell 2000 ETF with a value of $13.8M.

Examining the 13F form we can see an decrease of $288K in the current position value, from $187M to 187M.

New Perspectives, Inc is based out at Tougaloo, MS

Below you can find more details about New Perspectives, Inc portfolio as well as his latest detailed transactions.

Portfolio value $187 Million
ETFs: $178 Million
Technology: $4.17 Million
Healthcare: $1.73 Million
Basic Materials: $1.37 Million
Financial Services: $793,000
Real Estate: $640,000
Industrials: $311,000

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$2.96 Million 1.58% of portfolio
12,699
Q3 2024 Added 0.79%
$713B
$971,000 0.52% of portfolio
1,097
Q3 2024 New
$3.08T
$652,000 0.35% of portfolio
1,517
Q3 2024 Added 85.91%
$718B
$335,000 0.18% of portfolio
1,593
Q3 2024 New
$559B
$259,000 0.14% of portfolio
444
Q3 2024 New
$304B
$200,000 0.11% of portfolio
1,015
Q3 2024 New
$366B
$213,000 0.11% of portfolio
1,760
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $187 Million
  • Prior Value $187 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track New Perspectives, Inc Portfolio

Follow New Perspectives, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Perspectives, Inc, based on Form 13F filings with the SEC.

News

Stay updated on New Perspectives, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email