New Potomac Partners, LLC current holdings: USA Stocks
New Potomac Partners, LLC reported $0.12 billion in share positions in stocks (listed in the US), 86 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are IAU, AAPL, MSFT.
- IAU: Country of operation United States; Class ISHARES NEW; Shares 224,151; Value $11,140,305.
- AAPL: Country of operation United States; Class COM; Shares 37,588; Value $8,758,101.
- MSFT: Country of operation United States; Class COM; Shares 19,965; Value $8,591,128.
- ORCL: Country of operation United States; Class COM; Shares 28,382; Value $4,836,293.
Form 13F-HR as filed (SEC CIK 1731466): quarter ended 2024-09-30, filed 2024-11-08. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
IAU
ISHARES GOLD TR | United States | ISHARES NEW | 224,151 | $11,140,305 | 9.16% | 2024-09-30 | 2024-11-08 | +57.99% |
|---|
AAPL
APPLE INC | United States | COM | 37,588 | $8,758,101 | 7.20% | 2024-09-30 | 2024-11-08 | |
|---|
MSFT
MICROSOFT CORP | United States | COM | 19,965 | $8,591,128 | 7.06% | 2024-09-30 | 2024-11-08 | +18.28% |
|---|
ORCL
ORACLE CORP | United States | COM | 28,382 | $4,836,293 | 3.97% | 2024-09-30 | 2024-11-08 | -19.14% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 28,553 | $4,773,777 | 3.92% | 2024-09-30 | 2024-11-08 | +101.76% |
|---|
META
META PLATFORMS INC | United States | CL A | 7,420 | $4,247,505 | 3.49% | 2024-09-30 | 2024-11-08 | +29.06% |
|---|
BKNG
BOOKING HOLDINGS INC | United States | COM | 1,004 | $4,228,969 | 3.48% | 2024-09-30 | 2024-11-08 | -3.64% |
|---|
ABBV
ABBVIE INC | United States | COM | 20,685 | $4,084,874 | 3.36% | 2024-09-30 | 2024-11-08 | +33.32% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 31,785 | $3,859,971 | 3.17% | 2024-09-30 | 2024-11-08 | +87.10% |
|---|
HONZZZZ
HONEYWELL INTL INC | | COM | 17,612 | $3,640,577 | 2.99% | 2024-09-30 | 2024-11-08 | |
|---|
HD
HOME DEPOT INC | United States | COM | 8,839 | $3,581,659 | 2.94% | 2024-09-30 | 2024-11-08 | -28.91% |
|---|
SPG
SIMON PPTY GROUP INC NEW | United States | COM | 21,128 | $3,571,055 | 2.93% | 2024-09-30 | 2024-11-08 | +20.86% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 15,978 | $3,369,170 | 2.77% | 2024-09-30 | 2024-11-08 | +58.86% |
|---|
AMP
AMERIPRISE FINL INC | United States | COM | 7,047 | $3,310,752 | 2.72% | 2024-09-30 | 2024-11-08 | +5.86% |
|---|
MA
MASTERCARD INCORPORATED | United States | CL A | 6,241 | $3,081,806 | 2.53% | 2024-09-30 | 2024-11-08 | +14.13% |
|---|
TGT
TARGET CORP | United States | COM | 18,655 | $2,907,569 | 2.39% | 2024-09-30 | 2024-11-08 | +0.37% |
|---|
MRK
MERCK & CO INC | United States | COM | 25,153 | $2,856,356 | 2.35% | 2024-09-30 | 2024-11-08 | +31.45% |
|---|
PEP
PEPSICO INC | United States | COM | 16,614 | $2,825,211 | 2.32% | 2024-09-30 | 2024-11-08 | -24.32% |
|---|
CMI
CUMMINS INC | United States | COM | 8,295 | $2,685,839 | 2.21% | 2024-09-30 | 2024-11-08 | +61.02% |
|---|
CB
CHUBB LIMITED | | COM | 9,200 | $2,653,188 | 2.18% | 2024-09-30 | 2024-11-08 | +15.15% |
|---|
DRI
DARDEN RESTAURANTS INC | United States | COM | 15,294 | $2,510,205 | 2.06% | 2024-09-30 | 2024-11-08 | +18.88% |
|---|
LH
LABCORP HOLDINGS INC | United States | COM SHS | 11,049 | $2,469,231 | 2.03% | 2024-09-30 | 2024-11-08 | +38.18% |
|---|
ADBE
ADOBE INC | United States | COM | 4,232 | $2,191,245 | 1.80% | 2024-09-30 | 2024-11-08 | -54.97% |
|---|
DIS
DISNEY WALT CO | United States | COM | 22,544 | $2,168,508 | 1.78% | 2024-09-30 | 2024-11-08 | +9.59% |
|---|
SYK
STRYKER CORPORATION | United States | COM | 5,991 | $2,164,309 | 1.78% | 2024-09-30 | 2024-11-08 | -22.83% |
|---|
AMZN
AMAZON COM INC | United States | COM | 11,253 | $2,096,772 | 1.72% | 2024-09-30 | 2024-11-08 | +32.38% |
|---|
ABT
ABBOTT LABS | United States | COM | 17,935 | $2,044,770 | 1.68% | 2024-09-30 | 2024-11-08 | -11.46% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 13,422 | $1,976,645 | 1.62% | 2024-09-30 | 2024-11-08 | +38.78% |
|---|
COP
CONOCOPHILLIPS | United States | COM | 15,193 | $1,599,520 | 1.31% | 2024-09-30 | 2024-11-08 | +19.15% |
|---|
GLD
SPDR GOLD TR | United States | GOLD SHS | 6,220 | $1,511,834 | 1.24% | 2024-09-30 | 2024-11-08 | +57.53% |
|---|
NKE
NIKE INC | United States | CL B | 16,155 | $1,428,102 | 1.17% | 2024-09-30 | 2024-11-08 | -59.46% |
|---|
SLV
ISHARES SILVER TR | United States | ISHARES | 45,186 | $1,283,735 | 1.06% | 2024-09-30 | 2024-11-08 | +95.28% |
|---|
MAR
MARRIOTT INTL INC NEW | United States | CL A | 3,400 | $845,240 | 0.69% | 2024-09-30 | 2024-11-08 | +45.46% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 5,767 | $675,990 | 0.56% | 2024-09-30 | 2024-11-08 | |
|---|
UNH
UNITEDHEALTH GROUP INC | United States | COM | 989 | $578,533 | 0.48% | 2024-09-30 | 2024-11-08 | -35.87% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 2,485 | $549,437 | 0.45% | 2024-09-30 | 2024-11-08 | -0.49% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,715 | $450,283 | 0.37% | 2024-09-30 | 2024-11-08 | +105.56% |
|---|
PG
PROCTER AND GAMBLE CO | United States | COM | 2,162 | $374,541 | 0.31% | 2024-09-30 | 2024-11-08 | -14.36% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 810 | $372,811 | 0.31% | 2024-09-30 | 2024-11-08 | |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 2,287 | $370,689 | 0.30% | 2024-09-30 | 2024-11-08 | +65.11% |
|---|
CI
THE CIGNA GROUP | United States | COM | 961 | $332,906 | 0.27% | 2024-09-30 | 2024-11-08 | -20.55% |
|---|
MRSH
MARSH & MCLENNAN COS INC | United States | COM | 1,420 | $316,819 | 0.26% | 2024-09-30 | 2024-11-08 | -23.61% |
|---|
LMT
LOCKHEED MARTIN CORP | United States | COM | 514 | $300,435 | 0.25% | 2024-09-30 | 2024-11-08 | -12.38% |
|---|
GS
GOLDMAN SACHS GROUP INC | United States | COM | 527 | $260,789 | 0.21% | 2024-09-30 | 2024-11-08 | +85.06% |
|---|
TRV
TRAVELERS COMPANIES INC | United States | COM | 1,109 | $259,640 | 0.21% | 2024-09-30 | 2024-11-08 | +55.14% |
|---|
BX
BLACKSTONE INC | United States | COM | 1,576 | $241,379 | 0.20% | 2024-09-30 | 2024-11-08 | -25.55% |
|---|
CSX
CSX CORP | United States | COM | 6,902 | $238,341 | 0.20% | 2024-09-30 | 2024-11-08 | +35.91% |
|---|
WTM
WHITE MTNS INS GROUP LTD | United States | COM | 130 | $220,506 | 0.18% | 2024-09-30 | 2024-11-08 | +19.18% |
|---|
WMT
WALMART INC | United States | COM | 2,230 | $180,103 | 0.15% | 2024-09-30 | 2024-11-08 | +32.26% |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 2,700 | $174,987 | 0.14% | 2024-09-30 | 2024-11-08 | +52.91% |
|---|
XPO
XPO INC | United States | COM | 1,500 | $161,265 | 0.13% | 2024-09-30 | 2024-11-08 | +64.98% |
|---|
FDX
FEDEX CORP | United States | COM | 561 | $153,446 | 0.13% | 2024-09-30 | 2024-11-08 | +30.35% |
|---|
ZTS
ZOETIS INC | United States | CL A | 780 | $152,337 | 0.13% | 2024-09-30 | 2024-11-08 | -64.02% |
|---|
KMB
KIMBERLY-CLARK CORP | United States | COM | 959 | $136,493 | 0.11% | 2024-09-30 | 2024-11-08 | -30.43% |
|---|
BAC
BANK AMERICA CORP | United States | COM | 3,108 | $123,342 | 0.10% | 2024-09-30 | 2024-11-08 | +38.51% |
|---|
SO
SOUTHERN CO | United States | COM | 1,356 | $122,272 | 0.10% | 2024-09-30 | 2024-11-08 | -7.46% |
|---|
VMRK
EQUITY RESIDENTIAL | United States | SH BEN INT | 1,624 | $120,893 | 0.10% | 2024-09-30 | 2024-11-08 | -17.61% |
|---|
CLX
CLOROX CO DEL | United States | COM | 725 | $118,104 | 0.10% | 2024-09-30 | 2024-11-08 | -49.91% |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 400 | $110,692 | 0.09% | 2024-09-30 | 2024-11-08 | -5.40% |
|---|
HST
HOST HOTELS & RESORTS INC | United States | COM | 5,765 | $101,464 | 0.08% | 2024-09-30 | 2024-11-08 | +27.50% |
|---|
MELI
MERCADOLIBRE INC | | COM | 48 | $98,495 | 0.08% | 2024-09-30 | 2024-11-08 | -15.94% |
|---|
CSCO
CISCO SYS INC | United States | COM | 1,778 | $94,640 | 0.08% | 2024-09-30 | 2024-11-08 | +100.94% |
|---|
MCD
MCDONALDS CORP | United States | COM | 272 | $82,824 | 0.07% | 2024-09-30 | 2024-11-08 | -23.16% |
|---|
GXO
GXO LOGISTICS INCORPORATED | United States | COMMON STOCK | 1,500 | $78,105 | 0.06% | 2024-09-30 | 2024-11-08 | -14.04% |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 650 | $74,945 | 0.06% | 2024-09-30 | 2024-11-08 | -0.95% |
|---|
EMR
EMERSON ELEC CO | United States | COM | 604 | $66,072 | 0.05% | 2024-09-30 | 2024-11-08 | +43.77% |
|---|
CRL
CHARLES RIV LABS INTL INC | United States | COM | 300 | $59,091 | 0.05% | 2024-09-30 | 2024-11-08 | +50.26% |
|---|
MMM
3M CO | United States | COM | 400 | $54,680 | 0.04% | 2024-09-30 | 2024-11-08 | +23.26% |
|---|
SLB
SCHLUMBERGER LTD | | COM STK | 1,300 | $54,535 | 0.04% | 2024-09-30 | 2024-11-08 | +18.88% |
|---|
MO
ALTRIA GROUP INC | United States | COM | 1,000 | $51,040 | 0.04% | 2024-09-30 | 2024-11-08 | +34.64% |
|---|
T
AT&T INC | United States | COM | 1,679 | $36,938 | 0.03% | 2024-09-30 | 2024-11-08 | +11.27% |
|---|
EOG
EOG RES INC | United States | COM | 300 | $36,879 | 0.03% | 2024-09-30 | 2024-11-08 | +13.61% |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 800 | $35,928 | 0.03% | 2024-09-30 | 2024-11-08 | +2.38% |
|---|
AMGN
AMGEN INC | United States | COM | 100 | $32,221 | 0.03% | 2024-09-30 | 2024-11-08 | +31.48% |
|---|
GIS
GENERAL MLS INC | United States | COM | 400 | $29,540 | 0.02% | 2024-09-30 | 2024-11-08 | -54.20% |
|---|
HSY
HERSHEY CO | United States | COM | 150 | $28,767 | 0.02% | 2024-09-30 | 2024-11-08 | -15.84% |
|---|
SBUX
STARBUCKS CORP | United States | COM | 224 | $21,838 | 0.02% | 2024-09-30 | 2024-11-08 | -2.11% |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 400 | $20,696 | 0.02% | 2024-09-30 | 2024-11-08 | +21.49% |
|---|
RCL
ROYAL CARIBBEAN GROUP | United States | COM | 100 | $17,736 | 0.01% | 2024-09-30 | 2024-11-08 | +46.97% |
|---|
D
DOMINION ENERGY INC | United States | COM | 300 | $17,337 | 0.01% | 2024-09-30 | 2024-11-08 | +4.93% |
|---|
COLM
COLUMBIA SPORTSWEAR CO | United States | COM | 200 | $16,638 | 0.01% | 2024-09-30 | 2024-11-08 | -29.87% |
|---|
RTX
RTX CORPORATION | United States | COM | 100 | $12,116 | 0.01% | 2024-09-30 | 2024-11-08 | +54.29% |
|---|
BIRK
BIRKENSTOCK HOLDING PLC | United Kingdom | COM SHS | 100 | $4,929 | 0.00% | 2024-09-30 | 2024-11-08 | -32.97% |
|---|
KMX
CARMAX INC | United States | COM | 35 | $2,709 | 0.00% | 2024-09-30 | 2024-11-08 | -23.46% |
|---|
TSLA
TESLA INC | United States | COM | 10 | $2,617 | 0.00% | 2024-09-30 | 2024-11-08 | +34.86% |
|---|
ACI
ALBERTSONS COS INC | United States | COMMON STOCK | 100 | $1,848 | 0.00% | 2024-09-30 | 2024-11-08 | -37.01% |
|---|
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