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New Potomac Partners, Llc

Portfolio Manager
New Potomac Partners, Llc
Performance
0% (N/A)
AUM (13F)
$194.63M
# of Holdings
152
Performance Rank
N/A
Allocation (Top 20)
N/A

New Potomac Partners, Llc Holdings Map

Top 50 New Potomac Partners, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IAU
ISHARES GOLD TR
5.72%224.2K$11.1M
-1.23%(-2.79K)
2023-Q3: 227.0K shares2023-Q4: 224.6K shares2024-Q1: 227.6K shares2024-Q2: 226.9K shares2024-Q3: 224.2K shares2024-09-30
AAPL
APPLE INC
4.5%37.6K$8.8M
-1.07%(-405)
2023-Q3: 34.8K shares2023-Q4: 39.1K shares2024-Q1: 37.7K shares2024-Q2: 38.0K shares2024-Q3: 37.6K shares2024-09-30
MSFT
MICROSOFT CORP
4.41%20.0K$8.6M
-0.94%(-190)
2023-Q3: 19.1K shares2023-Q4: 21.1K shares2024-Q1: 20.4K shares2024-Q2: 20.2K shares2024-Q3: 20.0K shares2024-09-30
IVV
ISHARES TR
3.91%13.2K$7.6M
-4.90%(-680)
2023-Q3: 14.1K shares2023-Q4: 14.1K shares2024-Q1: 14.0K shares2024-Q2: 13.9K shares2024-Q3: 13.2K shares2024-09-30
EMXC
ISHARES INC
2.66%84.7K$5.2M
-0.54%(-460)
2023-Q3: 87.3K shares2023-Q4: 87.1K shares2024-Q1: 86.6K shares2024-Q2: 85.1K shares2024-Q3: 84.7K shares2024-09-30
IEI
ISHARES TR
2.49%40.5K$4.8M
+8.47%(+3.16K)
2023-Q3: 28.2K shares2023-Q4: 30.5K shares2024-Q1: 36.1K shares2024-Q2: 37.3K shares2024-Q3: 40.5K shares2024-09-30
ORCL
ORACLE CORP
2.48%28.4K$4.8M
-3.80%(-1.12K)
2023-Q3: 32.1K shares2023-Q4: 30.4K shares2024-Q1: 29.8K shares2024-Q2: 29.5K shares2024-Q3: 28.4K shares2024-09-30
GOOG
ALPHABET INC
2.45%28.6K$4.8M
-2.34%(-685)
2023-Q3: 33.1K shares2023-Q4: 31.8K shares2024-Q1: 31.4K shares2024-Q2: 29.2K shares2024-Q3: 28.6K shares2024-09-30
STIP
ISHARES TR
2.2%42.3K$4.3M
+0.09%(+40)
2023-Q3: 30.4K shares2023-Q4: 36.5K shares2024-Q1: 41.4K shares2024-Q2: 42.3K shares2024-Q3: 42.3K shares2024-09-30
TOTL
SSGA ACTIVE ETF TR
2.2%103.3K$4.3M
+17.48%(+15.37K)
2023-Q3: 89.2K shares2023-Q4: 86.4K shares2024-Q1: 86.8K shares2024-Q2: 87.9K shares2024-Q3: 103.3K shares2024-09-30

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