Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NEW POTOMAC PARTNERS LLC | 05-02-2024 | 03-31-2024 | 86 | 180,074,991 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GOLD TR | ISHARES NEW | 1 | $9,562,569 | 227,626 | 0.01 | 0.01 | 3,003 | 1.34 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $8,592,970 | 20,424 | 0.00 | 0.00 | -691 | -3.27 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 3 | $7,350,757 | 13,982 | 0.00 | 0.00 | -114 | -0.81 | 03-31-2024 |
| APPLE INC | COM | 4 | $6,467,612 | 37,716 | 0.00 | 0.00 | -1,424 | -3.64 | 03-31-2024 |
