13F Filings History of New Potomac Partners, LLC

Latest 13F report
Q3 2024 - 08 Nov 2024
Value $
$194,634,151
Signature - Title
David Straus - CCO
Location
Bethesda, MD
Summary
This page shows a list of all the recent 13F filings made by New Potomac Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. New Potomac Partners, LLC reported 152 stock holdings with total value $194,634,151 as of Q3 2024. Top holdings included IAU, AAPL, MSFT, IVV, and EMXC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2024 152 $194,634,151 +$7,778,159 -$4,674,203 +$3,103,956 IAU, AAPL, MSFT, IVV, EMXC 13F-HR 08 Nov 2024, 11:58
Q2 2024 83 $182,928,541 +$9,741,251 -$6,797,521 +$2,943,730 IAU, MSFT, AAPL, IVV, GOOG 13F-HR 17 Jul 2024, 19:24
Q1 2024 86 $180,074,991 +$5,895,481 -$7,000,366 -$1,104,885 IAU, MSFT, IVV, AAPL, EMXC 13F-HR 02 May 2024, 12:57
Q4 2023 86 $168,075,424 +$13,529,015 -$5,282,940 +$8,246,075 IAU, MSFT, AAPL, IVV, EMXC 13F-HR 19 Jan 2024, 14:50
Q3 2023 74 $145,272,538 +$3,652,204 -$4,586,645 -$934,441 IAU, IVV, MSFT, AAPL, GOOG 13F-HR 17 Oct 2023, 10:02
Q2 2023 72 $151,569,878 +$6,395,552 -$7,197,413 -$801,861 IAU, AAPL, MSFT, IVV, EMXC 13F-HR 21 Jul 2023, 13:35
Q1 2023 69 $144,206,819 +$5,054,979 -$4,399,963 +$655,016 IAU, AAPL, MSFT, IVV, EMXC 13F-HR 26 Apr 2023, 12:02
Q4 2022 72 $135,015,401 +$12,970,581 -$8,449,567 +$4,521,014 IAU, IVV, MSFT, AAPL, HON 13F-HR 18 Jan 2023, 14:07
Q3 2022 63 $118,462,000 +$13,398,594 -$8,280,595 +$5,117,999 IAU, AAPL, IVV, MSFT, STIP 13F-HR 17 Oct 2022, 16:44
Q2 2022 62 $124,544,000 +$8,451,769 -$4,801,043 +$3,650,726 IAU, IVV, MSFT, AAPL, STIP 13F-HR 11 Jul 2022, 14:30
Q1 2022 60 $142,152,000 +$6,949,393 -$11,356,377 -$4,406,984 IAU, AAPL, MSFT, IVV, STIP 13F-HR 25 Apr 2022, 16:28
Q4 2021 60 $154,429,000 +$4,918,956 -$5,428,922 -$509,966 IAU, AAPL, MSFT, IVV, LRCX 13F-HR 21 Jan 2022, 08:25
Q3 2021 65 $144,906,000 +$3,548,321 -$4,224,762 -$676,441 IAU, AAPL, MSFT, IVV, STIP 13F-HR 26 Oct 2021, 14:34
Q2 2021 63 $147,044,000 +$15,910,183 -$13,322,368 +$2,587,815 IAU, AAPL, MSFT, IVV, STIP 13F-HR 02 Aug 2021, 12:11
Q1 2021 61 $136,058,000 +$2,301,227 -$8,855,464 -$6,554,237 IAU, AAPL, IVV, MSFT, STIP 13F-HR 29 Apr 2021, 16:29
Q4 2020 62 $138,197,000 +$10,216,045 -$9,188,952 +$1,027,093 IAU, AAPL, IVV, MSFT, LRCX 13F-HR 28 Jan 2021, 15:21
Q3 2020 128 $125,556,000 +$14,385,893 -$4,108,045 +$10,277,848 IAU, AAPL, MSFT, IVV, SLV 13F-HR 23 Oct 2020, 13:51
Q2 2020 133 $111,945,000 +$10,093,625 -$5,832,087 +$4,261,538 IAU, AAPL, MSFT, IVV, SLV 13F-HR 04 Aug 2020, 06:09
Q1 2020 133 $91,500,000 +$12,978,076 -$10,190,133 +$2,787,943 IAU, MSFT, IVV, AAPL, FLOT 13F-HR 23 Apr 2020, 21:08
Q4 2019 135 $107,252,000 +$4,861,078 -$5,052,115 -$191,037 IVV, FLOT, AAPL, MSFT, TGT 13F-HR 23 Jan 2020, 16:45
Q3 2019 138 $100,052,000 +$1,801,327 -$2,298,071 -$496,744 FLOT, IVV, MSFT, AAPL, TGT 13F-HR 21 Oct 2019, 10:58
Q2 2019 137 $98,605,000 +$2,093,218 -$6,115,363 -$4,022,145 FLOT, IVV, MSFT, IEMG, AAPL 13F-HR 26 Jul 2019, 09:28
Q1 2019 137 $98,876,000 +$3,335,296 -$7,223,112 -$3,887,816 FLOT, IVV, MSFT, IEMG, AAPL 13F-HR 23 Apr 2019, 11:05
Q4 2018 150 $92,997,000 +$5,450,308 -$7,697,370 -$2,247,062 FLOT, IVV, MSFT, STIP, IEMG 13F-HR 23 Jan 2019, 13:19
Q3 2018 143 $107,926,000 +$6,112,126 -$6,476,127 -$364,001 FLOT, IVV, STIP, MSFT, AAPL 13F-HR 23 Oct 2018, 13:22
Q2 2018 146 $103,503,000 +$7,603,279 -$6,956,245 +$647,034 FLOT, IVV, STIP, IEMG, MSFT 13F-HR 03 Aug 2018, 10:06
Q1 2018 147 $101,883,000 +$4,655,881 -$6,737,123 -$2,081,242 FLOT, STIP, IEMG, IVV, BLK 13F-HR 18 Apr 2018, 09:08
Q4 2017 147 $104,757,000 $0 $0 $0 FLOT, STIP, IEMG, IVV, MSFT 13F-HR 14 Feb 2018, 17:35