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| Happy Holidays!! thanks for using AUM13F!! |
| New Potomac Partners LLC
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| CRD # | 170061 |
| SEC # | 801-80463 |
| CIK # | 0001731466 |
| AUM | $59.3 M (2025-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 240-253-4280 |
| Address | 909 Rose Ave North Bethesda, MD 20852 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001731466 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 11.1 | ||
| Apple Inc | 8.8 | ||
| Microsoft Corp | 8.6 | ||
| Oracle Corp | 4.8 | ||
| Alphabet Inc | 4.8 | ||
| Facebook Inc | 4.2 | ||
| Priceline Com Inc | 4.2 | ||
| AbbVie Inc | 4.1 | ||
| Lam Research Corp | 3.9 | ||
| Nvidia Corp | 3.9 | ||
| BlackRock Inc | 3.7 | ||
| Honeywell International Inc | 3.6 | ||
| Home Depot Inc | 3.6 | ||
| Simon Property Group Inc /DE/ | 3.6 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Ameriprise Financial Inc | 3.3 | ||
| Mastercard Inc | 3.1 | ||
| Target Corp | 2.9 | ||
| Merck & Co Inc | 2.9 | ||
| PepsiCo Inc | 2.8 | ||
| Cummins Inc | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 11.7 |
| (b) Individuals (high net worth individuals) | 13 | 43.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 1.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 69 | 59.3 |
| By Discretionary | ||
| Discretionary | 61 | 51.0 |
| Non-Discretionary | 8 | 8.3 |
| Total | 69 | 59.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 59.3 | |
| Total | 69 | 59.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001731466] |
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