New Potomac Partners, LLC
Q3 2024 13F Holdings
- Locationbethesda, MD
- Num holdings
152
- Value ($000)
$194,634
- Date Filed11/08/2024
- Form type13F-HR
- CIK0001731466
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $11.14M | 6 % | 224,151 | ||
AAPL APPLE INC | COM | 037833100 | $8.76M | 5 % | 37,588 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.59M | 4 % | 19,965 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $7.61M | 4 % | 13,192 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $5.17M | 3 % | 84,655 | ||
IEI ISHARES TR | 3 7 YR TREAS BD | 464288661 | $4.84M | 3 % | 40,473 | ||
ORCL ORACLE CORP | COM | 68389X105 | $4.84M | 3 % | 28,382 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $4.77M | 3 % | 28,553 | ||
STIP ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $4.29M | 2 % | 42,334 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $4.28M | 2 % | 103,265 |
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