Top 50 New Potomac Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IAU | ISHARES GOLD TR | 5.72% | 224.2K | $11.1M | -1.23%(-2.79K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 4.5% | 37.6K | $8.8M | -1.07%(-405) | — | 2024-09-30 | |
| MSFT | MICROSOFT CORP | 4.41% | 20.0K | $8.6M | -0.94%(-190) | — | 2024-09-30 | |
| IVV | ISHARES TR | 3.91% | 13.2K | $7.6M | -4.90%(-680) | — | 2024-09-30 | |
| EMXC | ISHARES INC | 2.66% | 84.7K | $5.2M | -0.54%(-460) | — | 2024-09-30 | |
| IEI | ISHARES TR | 2.49% | 40.5K | $4.8M | +8.47%(+3.16K) | — | 2024-09-30 | |
| ORCL | ORACLE CORP | 2.48% | 28.4K | $4.8M | -3.80%(-1.12K) | — | 2024-09-30 | |
| GOOG | ALPHABET INC | 2.45% | 28.6K | $4.8M | -2.34%(-685) | — | 2024-09-30 | |
| STIP | ISHARES TR | 2.2% | 42.3K | $4.3M | +0.09%(+40) | — | 2024-09-30 | |
| TOTL | SSGA ACTIVE ETF TR | 2.2% | 103.3K | $4.3M | +17.48%(+15.37K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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