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CIK: 0001731466
Total reported value
$194.6M
$194.6M
86 檔
19.0%
The Q1 2024 SEC filing reveals that New Potomac Partners, LLC held a total portfolio value of $194.6M, covering 86 public equity positions.
During Q1 2024, New Potomac Partners, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 5.31% | — | +1.34% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.77% | — | -3.27% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.08% | — | -0.81% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.59% | — | -3.64% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.77% | — | -0.60% | |
| 6 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.71% | — | -15.12% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.65% | — | -1.42% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.32% | — | +18.18% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.29% | — | +13.44% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 2.18% | — | +0.97% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.18% | — | -19.41% | |
| 12 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.12% | — | -3.05% | |
| 13 | SPG | Simon Property Group Inc | Stock-Real Estate | 2.11% | — | +3.94% | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 2.08% | — | -1.76% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 1.96% | — | -0.64% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | — | -8.78% | |
| 17 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.93% | — | +0.45% | |
| 18 | HD | Home Depot Inc | Stock-Consumer Disc | 1.89% | — | -0.86% | |
| 19 | BLKCHF | Blackrock Inc | Stock-Other | 1.87% | — | -4.29% | |
| 20 | TGT | Target CORP | Stock-Consumer Disc | 1.85% | — | +10.09% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.82% | — | -6.02% | |
| 22 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.79% | — | -4.08% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.74% | — | -2.26% | |
| 24 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.73% | — | +13.86% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | — | -6.15% | |
| 26 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.60% | — | +0.99% | |
| 27 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.60% | — | +6.62% | |
| 28 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.56% | — | +17.28% | |
| 29 | CMI | Cummins Inc | Stock-Industrials | 1.41% | — | -3.84% | |
| 30 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.37% | — | +0.92% | |
| 31 | CB | Chubb Limited | Stock-Financials | 1.37% | — | -1.37% | |
| 32 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.34% | — | +384.28% | |
| 33 | ✓ | Laboratory Corp. of America | Stock-Other | 1.33% | — | +1.39% | |
| 34 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.27% | — | -2.56% | |
| 35 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.23% | — | -5.20% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 1.22% | — | -2.02% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 1.22% | — | -1.49% | |
| 38 | SYK | Stryker CORP | Stock-Healthcare | 1.17% | — | -3.52% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 1.15% | — | +0.90% | |
| 40 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.15% | — | -1.01% | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | — | -1.02% | |
| 42 | COP | Conocophillips | Stock-Energy | 1.09% | — | -0.85% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.88% | — | +3.61% | |
| 44 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.83% | — | -35.86% | |
| 45 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.83% | — | -0.78% | |
| 46 | WHR | Whirlpool CORP | Stock-Consumer Disc | 0.79% | — | -24.48% | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.77% | — | +11.94% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.71% | — | -1.59% | |
| 49 | SLV | Ishares Silver Trust | ETF-Commodities | 0.67% | — | -3.66% | |
| 50 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.66% | — | -0.80% |
According to official SEC Form 13F filings, New Potomac Partners, LLC reported a total U.S. public equity portfolio value of $194.6M across 86 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IAU, MSFT, IVV) accounted for 19.0% of total reported equity market value during Q1 2024.
During Q1 2024, New Potomac Partners, LLC's top holdings by market value included IAU (5.3%)、MSFT (4.8%)、IVV (4.1%). The largest single position, IAU, represented 5.3% of total portfolio value.
In Q1 2024, New Potomac Partners, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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