New Perspectives, Inc Portfolio Holdings by Sector
New Perspectives, Inc
- $187 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SPLG QQQ IEFA SPMD IWM USFR VIG QQQM 23 stocks |
$178,009
95.18% of portfolio
|
  5  
|
  7  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,957
1.58% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
LLY AMGN ABBV 3 stocks |
$1,467
0.78% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$1,373
0.73% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$652
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
REIT—Industrial | Real Estate
EGP 1 stocks |
$640
0.34% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
ADSK 1 stocks |
$344
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$335
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$311
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$259
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
RF 1 stocks |
$239
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$219
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$213
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|