StockDriftsStockDriftsTop 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 | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
New Potomac Partners, Llc reports $194.63M in US-listed equity holdings across 152 positions in its most recent 13F filing. Its largest disclosed positions are IAU (5.7%), AAPL (4.5%) and MSFT (4.4%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from New Potomac Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1731466). View New Potomac Partners, Llc’s 13F filings on SEC