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| Name: |
New Perspectives Inc |
| City: |
TOUGALOO |
| State: |
MS |
| Zip: |
39174 |
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data |
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| Holdings
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8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
QQQM |
Invesco Nasdaq 100 Etf |
13 |
New |
$0.00 |
$684,000 |
3,746 |
0.38% |
684,000 |
3,746 |
0.004 |
N/A |
|
|
FMB |
First Trust Managed Municipal |
20 |
New |
$0.00 |
$341,000 |
6,644 |
0.19% |
341,000 |
6,644 |
0.021 |
N/A |
|
|
NTSX |
Wisdomtree 90/60 Us Balance... |
23 |
New |
$0.00 |
$282,000 |
6,668 |
0.16% |
282,000 |
6,668 |
0.006 |
N/A |
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SCHB |
Schwab Strategic Trust |
24 |
New |
$61.77 |
$266,000 |
4,363 |
0.15% |
266,000 |
4,363 |
0.002 |
Closed - End Fund - Debt |
|
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DWM |
WisdomTree Trust DIEFA Fund |
27 |
New |
$53.85 |
$229,000 |
4,175 |
0.13% |
229,000 |
4,175 |
0.035 |
Closed - End Fund - E... |
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RF |
Regions Financial Corp |
28 |
New |
$18.60 |
$226,000 |
10,752 |
0.13% |
226,000 |
10,752 |
0.001 |
Domestic Regional Banks |
|
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CADE |
Cadence Bancorporation |
29 |
New |
$20.10 |
$208,000 |
7,184 |
0.12% |
208,000 |
7,184 |
0.004 |
N/A |
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SPY |
Standard & Poors Depository... |
30 |
New |
$534.01 |
$204,000 |
390 |
0.11% |
204,000 |
390 |
0 |
Closed - End Fund - E... |
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