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New Potomac Partners, LLC

Q3 2024 13F Holdings

  • Location
    bethesda, MD
  • Num holdings

    152

  • Value ($000)

    $194,634

  • Date Filed
    11/08/2024
  • Form type
    13F-HR
  • CIK
    0001731466
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IAU

ISHARES GOLD TR

ISHARES NEW
464285204
$11.14M
6 %

224,151

A
AAPL

APPLE INC

COM
037833100
$8.76M
5 %

37,588

M
MSFT

MICROSOFT CORP

COM
594918104
$8.59M
4 %

19,965

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$7.61M
4 %

13,192

E
EMXC

ISHARES INC

MSCI EMRG CHN
46434G764
$5.17M
3 %

84,655

I
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$4.84M
3 %

40,473

O
ORCL

ORACLE CORP

COM
68389X105
$4.84M
3 %

28,382

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$4.77M
3 %

28,553

S
STIP

ISHARES TR

0-5 YR TIPS ETF
46429B747
$4.29M
2 %

42,334

T
TOTL

SSGA ACTIVE ETF TR

SPDR TR TACTIC
78467V848
$4.28M
2 %

103,265

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