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| Name: |
New Potomac Partneres LLC |
| City: |
Bethesda |
| State: |
MD |
| Zip: |
20814 |
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data |
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| Holdings
Found :
16 |
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Unchanged Positions |
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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 |
|
EMB |
iShares JPMorgan USD Emerg ... |
52 |
- |
$89.42 |
$1,141,000 |
12,722 |
0.63% |
8,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
TLH |
iShares Barclays 10-20 Year... |
54 |
- |
$101.93 |
$950,000 |
9,042 |
0.53% |
-29,000 |
0 |
0.01 |
Closed - End Fund - E... |
|
|
TFI |
Spdr Brcly Cap Muni Bond |
55 |
- |
$45.80 |
$928,000 |
19,975 |
0.52% |
-11,000 |
0 |
0.003 |
Closed - End Fund - E... |
|
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IWF |
iShares Russell 1000 Growth |
58 |
- |
$344.73 |
$731,000 |
2,170 |
0.41% |
73,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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XOM |
Exxon Mobil Corp |
60 |
- |
$118.67 |
$670,000 |
5,767 |
0.37% |
93,000 |
0 |
0 |
Integrated Oil & Gas |
|
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JNJ |
Johnson & Johnson |
64 |
- |
$151.27 |
$542,000 |
3,428 |
0.3% |
5,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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UNH |
Unitedhealth Group Inc |
67 |
- |
$517.23 |
$489,000 |
989 |
0.27% |
-32,000 |
0 |
0 |
Health Care Plans |
|
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IBB |
iShares Tr Nasdaq Biotech |
69 |
- |
$137.51 |
$475,000 |
3,460 |
0.26% |
5,000 |
0 |
0 |
Closed - End Fund - E... |
|
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IBM |
International Business Mach... |
68 |
- |
$169.92 |
$475,000 |
2,485 |
0.26% |
69,000 |
0 |
0.005 |
Diversified Computer ... |
|
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CI |
Cigna Corporation |
73 |
- |
$333.37 |
$349,000 |
961 |
0.19% |
61,000 |
0 |
0 |
Health Care Plans |
|
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QQQ |
Invesco QQQ Trust Series I |
74 |
- |
$454.91 |
$342,000 |
770 |
0.19% |
27,000 |
0 |
0 |
Closed - End Fund - Debt |
|
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BRK.B |
Berkshire Hathaway B |
75 |
- |
$413.00 |
$341,000 |
810 |
0.19% |
52,000 |
0 |
0 |
Property & Casualty I... |
|
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MMC |
Marsh & McLennan Companies Inc |
76 |
- |
$209.16 |
$293,000 |
1,420 |
0.16% |
24,000 |
0 |
0 |
Insurance Brokers |
|
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CSX |
CSX Corp |
79 |
- |
$33.41 |
$256,000 |
6,902 |
0.14% |
17,000 |
0 |
0 |
Railroads |
|
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DFAC |
Dimensional U S Core Equity... |
80 |
- |
$32.09 |
$249,000 |
7,780 |
0.14% |
22,000 |
0 |
0.001 |
N/A |
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BX |
Blackstone Group LP |
84 |
- |
$120.62 |
$207,000 |
1,576 |
0.11% |
1,000 |
0 |
0 |
Asset Management |
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