New Perspectives, Inc Portfolio Holdings by Sector
New Perspectives, Inc
- $187 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG QQQ USFR IEFA SPMD IWM VIG VWO 23 stocks |
$182,499
97.43% of portfolio
|
  9  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,653
1.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
EGP 1 stocks |
$583
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
RF CADE 2 stocks |
$418
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$364
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN 1 stocks |
$287
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$285
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$217
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|