30 is the total number of securities New Perspectives, Inc has owned. The longest New Perspectives, Inc has owned a single stock is 7 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| SPLG | SPDR SER TR | 7 | 7 | 27.24% | 28.17% | 29.35% | Q2 2021 | Q4 2022 | 7 |
| QQQ | INVESCO QQQ TR | 7 | 7 | 12.01% | 13.85% | 15.70% | Q2 2021 | Q4 2022 | 7 |
| IEFA | ISHARES TR | 7 | 7 | 12.01% | 12.77% | 14.28% | Q2 2021 | Q4 2022 | 7 |
| IWM | ISHARES TR | 7 | 7 | 6.08% | 7.04% | 7.94% | Q2 2021 | Q4 2022 | 7 |
| SPMD | SPDR SER TR | 7 | 7 | 5.10% | 6.20% | 7.32% | Q2 2021 | Q4 2022 | 7 |
| VIG | VANGUARD SPECIALIZED F... | 7 | 7 | 5.13% | 5.35% | 5.44% | Q2 2021 | Q4 2022 | 7 |
| VWO | VANGUARD INTL EQUITY I... | 7 | 7 | 1.69% | 2.58% | 3.08% | Q2 2021 | Q4 2022 | 7 |
| VO | VANGUARD INDEX FDS | 7 | 7 | 1.63% | 1.75% | 1.88% | Q2 2021 | Q4 2022 | 7 |
| AAPL | APPLE INC | 7 | 7 | 1.13% | 1.32% | 1.48% | Q2 2021 | Q4 2022 | 7 |
| BRKA | BERKSHIRE HATHAWAY INC... | 7 | 7 | 0.61% | 0.68% | 0.76% | Q2 2021 | Q4 2022 | 7 |
| EGP | EASTGROUP PPTYS INC | 7 | 7 | 0.47% | 0.54% | 0.66% | Q2 2021 | Q4 2022 | 7 |
| VXF | VANGUARD INDEX FDS | 7 | 7 | 0.31% | 0.53% | 0.93% | Q2 2021 | Q4 2022 | 7 |
| VHT | VANGUARD WORLD FDS | 7 | 7 | 0.44% | 0.50% | 0.56% | Q2 2021 | Q4 2022 | 7 |
| VUG | VANGUARD INDEX FDS | 7 | 7 | 0.30% | 0.36% | 0.41% | Q2 2021 | Q4 2022 | 7 |
| VEU | VANGUARD INTL EQUITY I... | 7 | 7 | 0.20% | 0.32% | 0.84% | Q2 2021 | Q4 2022 | 7 |
| SPDW | SPDR INDEX SHS FDS | 7 | 7 | 0.18% | 0.23% | 0.30% | Q2 2021 | Q4 2022 | 7 |
| IWF | ISHARES TR | 7 | 7 | 0.17% | 0.19% | 0.22% | Q2 2021 | Q4 2022 | 7 |
| IBMK | ISHARES TR | 6 | 6 | 0.18% | 0.20% | 0.22% | Q2 2021 | Q3 2022 | 6 |
| VTV | VANGUARD INDEX FDS | 5 | 1 | 0.16% | 0.17% | 0.19% | Q2 2021 | Q4 2022 | 6 |
| SAFM | SANDERSON FARMS INC | 5 | 5 | 1.53% | 1.92% | 2.43% | Q2 2021 | Q2 2022 | 5 |
| WISDOMTREE TR | 4 | 4 | 15.10% | 16.41% | 17.25% | Q1 2022 | Q4 2022 | 4 | |
| MSFT | MICROSOFT CORP | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q3 2022 | 4 |
| USFR | WISDOMTREE TR | 3 | 3 | 14.00% | 14.26% | 14.46% | Q2 2021 | Q4 2021 | 3 |
| IBMJ | ISHARES TR | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2021 | Q3 2021 | 2 |
| CADENCE BANK | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 | |
| EES | WISDOMTREE TR | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2022 | Q4 2022 | 1 |
| UNP | UNION PAC CORP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
| AMGN | AMGEN INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
| CB | CHUBB LIMITED | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
| T | AT&T INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
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The securities at the top of the list , including SPDR SER TR, INVESCO QQQ TR, and ISHARES TR, are the highest-conviction holdings of New Perspectives, Inc.
The conviction is calculated by counting the number of quarters a security has been reported by New Perspectives, Inc. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that New Perspectives, Inc owns currently or has owned in the past.