New Potomac Partners, LLC Portfolio Holdings
New Potomac Partners, LLC
- $192 Million
- Q3 2024
New Potomac Partners, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $192 Million distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Gold Trust with a value of $11.1M, Apple Inc. with a value of $8.75M, Microsoft Corp with a value of $8.59M, Ishares Core S&P 500 ETF with a value of $7.61M, and Ishares Inc Msci Emerging Mkts with a value of $5.17M.
Examining the 13F form we can see an increase of $11.4M in the current position value, from $181M to 192M.
Below you can find more details about New Potomac Partners, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$192 Million
ETFs: $79.1 Million
Technology: $32.9 Million
Financial Services: $18.1 Million
Consumer Cyclical: $14.9 Million
Healthcare: $12.7 Million
Communication Services: $11.7 Million
Industrials: $7.5 Million
Consumer Defensive: $6.65 Million
Other: $8.41 Million