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  Name: New Potomac Partneres LLC
  City: Bethesda
  State: MD
  Zip: 20814
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $180,076,000
  Total Value Change : $12,000,000
  Securities Held Change : 0
   
All Securities Held : 86
  New Positions : 2
  Closed Positions : 2
  Increased Positions : 23
  Unchanged Positions : 16
  Decreased Positions : 45

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Holdings Found : 2     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 85 New $73.93 $206,000 2,844 0.11% 206,000 2,844 0    Investment Brokerage ...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 86 New $146.43 $200,000 1,356 0.11% 200,000 1,356 0    Closed - End Fund - E...

      2 Records Found
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