- New Purchases: ABT, AAXJ, BSCP, BSCQ, BSCO, BSCN, PYPL, VNQ,
- Added Positions: TFI, EMB, MSFT, BKNG, VWO, MRK, BIV, RSP, XLK, NKE, ANGL, IJH, IJR, GOOGL, PEP,
- Reduced Positions: IAU, T, BSCL, IYW, TGT, AAPL, BLK, PGX, GOOG, FB, BSCM, MA, WHR, TRV, LH, SYK, SHY, TOTL,
- Sold Out: VTRS, GILD,
For the details of New Potomac Partners, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/new+potomac+partners%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of New Potomac Partners, LLC- iShares Gold Trust (IAU) - 268,270 shares, 6.15% of the total portfolio. Shares reduced by 49.83%
- Apple Inc (AAPL) - 46,618 shares, 4.34% of the total portfolio. Shares reduced by 1.57%
- Microsoft Corp (MSFT) - 23,400 shares, 4.31% of the total portfolio. Shares added by 1.56%
- iShares Core S&P 500 ETF (IVV) - 14,638 shares, 4.28% of the total portfolio. Shares added by 0.96%
- iShares 0-5 Year TIPS Bond ETF (STIP) - 43,555 shares, 3.15% of the total portfolio. Shares added by 0.53%
New Potomac Partners, LLC initiated holding in Abbott Laboratories. The purchase prices were between $105.79 and $124.53, with an estimated average price of $116.66. The stock is now traded at around $121.000000. The impact to a portfolio due to this purchase was 1.64%. The holding were 20,765 shares as of 2021-06-30.
New Purchase: iShares MSCI All Country Asia ex Japan Index Fund (AAXJ)New Potomac Partners, LLC initiated holding in iShares MSCI All Country Asia ex Japan Index Fund. The purchase prices were between $89.03 and $95.78, with an estimated average price of $93.3. The stock is now traded at around $88.550100. The impact to a portfolio due to this purchase was 1.61%. The holding were 25,055 shares as of 2021-06-30.
New Purchase: Invesco BulletShares 2025 Corporate Bond ETF (BSCP)New Potomac Partners, LLC initiated holding in Invesco BulletShares 2025 Corporate Bond ETF. The purchase prices were between $22.02 and $22.35, with an estimated average price of $22.22. The stock is now traded at around $22.395000. The impact to a portfolio due to this purchase was 0.82%. The holding were 54,260 shares as of 2021-06-30.
New Purchase: Invesco BulletShares 2026 Corporate Bond ETF (BSCQ)New Potomac Partners, LLC initiated holding in Invesco BulletShares 2026 Corporate Bond ETF. The purchase prices were between $21.16 and $21.56, with an estimated average price of $21.4. The stock is now traded at around $21.679000. The impact to a portfolio due to this purchase was 0.79%. The holding were 54,025 shares as of 2021-06-30.
New Purchase: Invesco BulletShares 2024 Corporate Bond ETF (BSCO)New Potomac Partners, LLC initiated holding in Invesco BulletShares 2024 Corporate Bond ETF. The purchase prices were between $22.02 and $22.21, with an estimated average price of $22.13. The stock is now traded at around $22.205000. The impact to a portfolio due to this purchase was 0.72%. The holding were 48,025 shares as of 2021-06-30.
New Purchase: Invesco BulletShares 2023 Corporate Bond ETF (BSCN)New Potomac Partners, LLC initiated holding in Invesco BulletShares 2023 Corporate Bond ETF. The purchase prices were between $21.64 and $21.73, with an estimated average price of $21.69. The stock is now traded at around $21.721000. The impact to a portfolio due to this purchase was 0.64%. The holding were 43,595 shares as of 2021-06-30.
Sold Out: Viatris Inc (VTRS)New Potomac Partners, LLC sold out a holding in Viatris Inc. The sale prices were between $12.97 and $16.15, with an estimated average price of $14.46.
Sold Out: Gilead Sciences Inc (GILD)New Potomac Partners, LLC sold out a holding in Gilead Sciences Inc. The sale prices were between $63.47 and $69.35, with an estimated average price of $66.73.
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