PF

POTOMAC FUND MANAGEMENT INC /ADV

13F
POTOMAC FUND MANAGEMENT INC /ADV
Last update 2025-05-15 66 Stocks (1 new)
Value $97.00 Mil Turnover 10 %
Countries:
Top Holdings: SECT(36.28%)BUYW(5.54%)EDGF(2.54%)GILD(2.19%)MSFT(2.13%)
Summary Stock Picks Current Portfolio
POTOMAC FUND MANAGEMENT INC /A... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SECT
Main Sector Rotation ETF
754,095
35,321.8
+3.34%
36.280
+1.17%
2.080
+22.76%
+7.17%
2,144.0
 
BUYW
Main BuyWrite ETF
412,694
5,398.0
+46.29%
5.540
+1.75%
0.840
+7.10%
+1.72%
764.1
 
EDGF
3EDGE Dynamic Fixed Income ETF
100,068
2,470.7
+182.93%
2.540
+1.64%
1.330
+0.24%
+1.23%
196.8
 
GILD
Gilead Sciences Inc
20,456
2,134.2
+5.69%
2.190
+0.12%
0.000
+5.16%
+20.96%
137,043.7
Drug Manufacturers
MSFT
Microsoft Corp
5,787
2,078.4
+11.93%
2.130
+0.23%
0.000
+38.00%
+20.34%
3,755,441.4
Software
MCD
McDonald's Corp
6,196
1,912.7
+11.78%
1.960
+0.21%
0.000
-5.71%
+4.39%
213,916.3
Restaurants
JPM
JPMorgan Chase & Co
8,273
1,894.5
+5.73%
1.950
+0.11%
0.000
+24.30%
+23.55%
801,337.5
Banks
WFC
Wells Fargo & Co
28,550
1,827.5
+2.42%
1.880
+0.04%
0.000
+25.07%
+18.51%
265,293.9
Banks
PG
Procter & Gamble Co
10,864
1,800.7
+12.71%
1.850
+0.21%
0.000
-5.05%
-3.74%
371,187.9
Consumer Packaged Goods
SHEL
Shell PLC
26,818
1,733.8
+13.07%
1.780
+0.21%
0.000
+10.35%
+16.02%
206,895.0
Oil & Gas

POTOMAC FUND MANAGEMENT INC /ADV's Historical Top Holdings Breakdowns

POTOMAC FUND MANAGEMENT INC /ADV's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPLG
SPDR Portfolio S&P 500 ETF
2025-03-31
Sold Out
Sold Out
-3.41%
●
64.88 ($69.16) 72.1
$73.98
6.97%
Sold Out
0
-55,177
BUYW
Main BuyWrite ETF
2025-03-31
Add
Add
+1.75%
●
13.65 ($13.95) 14.14
$14.18
1.65%
Add 46.29%
412,694
130,594
ABT
Abbott Laboratories
2025-03-31
Sold Out
Sold Out
-1.66%
●
111.1 ($127.27) 140.22
$125.73
-1.21%
Sold Out
0
-16,399
EDGF
3EDGE Dynamic Fixed Income ETF
2025-03-31
Add
Add
+1.64%
●
24.44 ($24.67) 24.9
$24.78
0.45%
Add 182.93%
100,068
64,700
SECT
Main Sector Rotation ETF
2025-03-31
Add
Add
+1.17%
●
50.72 ($54.85) 57.8
$58.90
7.38%
Add 3.34%
754,095
24,387
BAC
Bank of America Corp
2025-03-31
Sold Out
Sold Out
-1.10%
●
39.61 ($44.56) 47.74
$47.77
7.20%
Sold Out
0
-28,019
AZN
AstraZeneca PLC
2025-03-31
Sold Out
Sold Out
-0.98%
●
65.37 ($72.34) 77.96
$70.48
-2.57%
Sold Out
0
-16,763
ADI
Analog Devices Inc
2025-03-31
Sold Out
Sold Out
-0.95%
●
201.56 ($216.11) 243.82
$235.50
8.97%
Sold Out
0
-5,003
EDGH
3EDGE Dynamic Hard Assets ETF
2025-03-31
Add
Add
+0.79%
●
24 ($25.11) 26.07
$26.97
7.41%
Add 155.28%
47,594
28,950
AMZN
Amazon.com Inc
2025-03-31
Sold Out
Sold Out
-0.72%
●
190.26 ($217) 242.06
$227.47
4.82%
Sold Out
0
-3,663

POTOMAC FUND MANAGEMENT INC /ADV Total Holding History ($B)

To

POTOMAC FUND MANAGEMENT INC /ADV's Asset Allocation

To

POTOMAC FUND MANAGEMENT INC /ADV Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

POTOMAC FUND MANAGEMENT INC /ADV's Hypothetical Growth since 2025-03-31

POTOMAC FUND MANAGEMENT INC /ADV's Yearly Returns

Year Portfolio % % Excess Gain %

POTOMAC FUND MANAGEMENT INC /ADV's Holdings Heat Map

Size field:

POTOMAC FUND MANAGEMENT INC /ADV's Holdings Bubble Chart

POTOMAC FUND MANAGEMENT INC /ADV News

  • 1

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