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CIK: 0001731466
Total reported value
$194.6M
$194.6M
83 檔
20.5%
At the close of Q2 2024, New Potomac Partners, LLC disclosed equity holdings valued at approximately $194.6M, spread across 83 reported holdings.
During Q2 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 | 5.45% | — | -0.30% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.92% | — | -1.32% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.37% | — | +0.73% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.15% | — | -0.79% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.93% | — | -6.75% | |
| 6 | LRCXEUR | Lam Research CORP | Stock-Tech | 2.82% | — | -3.51% | |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.75% | — | -1.71% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.36% | — | +3.42% | |
| 9 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 2.30% | — | +2.17% | |
| 10 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 2.29% | — | +0.67% | |
| 11 | ORCL | Oracle CORP | Stock-Tech | 2.28% | — | -1.11% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.20% | — | +871.65% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.17% | — | -2.45% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 2.05% | — | +1.60% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 2.03% | — | +1.21% | |
| 16 | SPG | Simon Property Group Inc | Stock-Real Estate | 2.00% | — | -0.75% | |
| 17 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.91% | — | +1.29% | |
| 18 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.83% | — | +7.44% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | — | -6.49% | |
| 20 | BLKCHF | Blackrock Inc | Stock-Other | 1.74% | — | +0.20% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.69% | — | +0.71% | |
| 22 | AMP | Ameriprise Financial Inc | Stock-Financials | 1.68% | — | -1.84% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.62% | — | +0.65% | |
| 24 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 1.59% | — | +1.14% | |
| 25 | MA | Mastercard Inc - A | Stock-Financials | 1.59% | — | -3.43% | |
| 26 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.58% | — | +3.01% | |
| 27 | TGT | Target CORP | Stock-Consumer Disc | 1.52% | — | -0.24% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.50% | — | +1.02% | |
| 29 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 1.44% | — | +9.34% | |
| 30 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.34% | — | +2.06% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 1.33% | — | +0.32% | |
| 32 | CB | Chubb Limited | Stock-Financials | 1.33% | — | +0.14% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.31% | — | -3.03% | |
| 34 | CMI | Cummins Inc | Stock-Industrials | 1.29% | — | -0.56% | |
| 35 | DRI | Darden Restaurants Inc | Stock-Consumer Disc | 1.28% | — | — | |
| 36 | LH | Labcorp Holdings Inc | Stock-Healthcare | 1.24% | — | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.19% | — | +0.89% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 1.16% | — | -2.67% | |
| 39 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 1.14% | — | +0.44% | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 1.13% | — | +3.31% | |
| 41 | ABT | Abbott Laboratories | Stock-Healthcare | 1.06% | — | +2.57% | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.02% | — | +1.33% | |
| 43 | COP | Conocophillips | Stock-Energy | 0.97% | — | +0.49% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | — | +0.63% | |
| 45 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.76% | — | +1.78% | |
| 46 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.74% | — | -10.00% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.73% | — | +0.48% | |
| 48 | SLV | Ishares Silver Trust | ETF-Commodities | 0.72% | — | -7.14% | |
| 49 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.67% | — | +1.41% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.64% | — | +2.35% |
According to official SEC Form 13F filings, New Potomac Partners, LLC reported a total U.S. public equity portfolio value of $194.6M across 83 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IAU, MSFT, AAPL) accounted for 20.5% of total reported equity market value during Q2 2024.
During Q2 2024, New Potomac Partners, LLC's top holdings by market value included IAU (5.5%)、MSFT (4.9%)、AAPL (4.4%). The largest single position, IAU, represented 5.5% of total portfolio value.
In Q2 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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