New Perspectives, Inc
Q3 2025 13F Holdings
- Locationtougaloo, MS
- Num holdings
40
- Value ($000)
$223,385
- Date Filed10/22/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | PORTFOLIO S&P500 | 78464A854 | $57.24 M | 26 % | 730,687 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $27.71 M | 12 % | 46,152 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $26.96 M | 12 % | 308,739 | ||
USFR WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 | $20.71 M | 9 % | 411,925 | ||
SPMD SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | $15.83 M | 7 % | 276,816 | ||
NORTHERN LTS FD TR II | WEITZ CORE PLUS | 664925880 | $14.48 M | 7 % | 568,723 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $14.24 M | 6 % | 58,862 | ||
GLDM WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | $12.06 M | 5 % | 157,803 | ||
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $8.32 M | 4 % | 38,534 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $5.47 M | 2 % | 22,136 |
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