Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEW POTOMAC PARTNERS LLC | 01-19-2024 | 12-31-2023 | 86 | 168,075,424 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GOLD TR | ISHARES NEW | 1 | $8,767,036 | 224,623 | 0.01 | 0.01 | -2,385 | -1.05 | 12-31-2023 |
| MICROSOFT CORP | COM | 2 | $7,940,250 | 21,115 | 0.00 | 0.00 | 2,001 | 10.47 | 12-31-2023 |
| APPLE INC | COM | 3 | $7,535,705 | 39,140 | 0.00 | 0.00 | 4,374 | 12.58 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 4 | $6,732,673 | 14,096 | 0.00 | 0.00 | 3 | 0.02 | 12-31-2023 |
