$138 Million is the total value of New Potomac Partners, LLC's 62 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VTRS | New | VIATRIS INC | $2,443,000 | – | 130,368 | +100.0% | 1.77% | – |
COP | New | CONOCOPHILLIPS | $757,000 | – | 18,940 | +100.0% | 0.55% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-28
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.