$93 Million is the total value of New Potomac Partners, LLC's 150 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WHR | New | WHIRLPOOL CORP | $1,410,000 | – | 13,195 | +100.0% | 1.52% | – |
| LRCX | New | LAM RESEARCH CORP | $1,309,000 | – | 9,610 | +100.0% | 1.41% | – |
| KRE | New | SPDR SERIES TRUSTs&p regl bkg | $326,000 | – | 6,970 | +100.0% | 0.35% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $264,000 | – | 6,770 | +100.0% | 0.28% | – |
| REZI | New | RESIDEO TECHNOLOGIES INC | $42,000 | – | 2,025 | +100.0% | 0.04% | – |
| GTX | New | GARRETT MOTION INC | $14,000 | – | 1,131 | +100.0% | 0.02% | – |
| XLC | New | SELECT SECTOR SPDR TR | $11,000 | – | 265 | +100.0% | 0.01% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $8,000 | – | 105 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-23
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 24 | Q3 2023 | 4.6% |
| MICROSOFT CORP | 24 | Q3 2023 | 5.0% |
| APPLE INC | 24 | Q3 2023 | 5.3% |
| ISHARES TR | 24 | Q3 2023 | 3.7% |
| ALPHABET INC | 24 | Q3 2023 | 3.1% |
| BLACKROCK INC | 24 | Q3 2023 | 2.8% |
| TARGET CORP | 24 | Q3 2023 | 3.0% |
| HONEYWELL INTL INC | 24 | Q3 2023 | 2.8% |
| MASTERCARD INCORPORATED | 24 | Q3 2023 | 2.8% |
| JPMORGAN CHASE & CO | 24 | Q3 2023 | 2.9% |
View New Potomac Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-19 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-25 |
| 13F-HR | 2022-01-21 |
View New Potomac Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.