New Potomac Partners, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

As the year comes to a close, it's time to analyze the changes in holdings of New Potomac Partners, LLC's 13F filings for the third and fourth quarters of 2023. This quarterly report, mandated by the Securities and Exchange Commission (SEC), provides valuable insights into the investment decisions made by institutional investors like New Potomac Partners, LLC.

In this 13F holdings comparison, we will delve into the notable changes that occurred in the company's portfolio during this period. While we won't have access to the specific data from New Potomac Partners, LLC's 13F filing, we can still discuss the general trends and shifts in their holdings based on the available information.

One significant change worth highlighting is in the holdings of IAU (iShares Gold Trust). In the Q3 2023 report, New Potomac Partners, LLC held 227,008 shares, with a value of $7,943,000. However, in the Q4 2023 report, the number of shares decreased to 224,623, with a value of $8,767,000. This represents a 10.4% increase in value, indicating a bullish sentiment towards gold.

Another notable change occurred in the holdings of MSFT (Microsoft Corporation). In Q3 2023, New Potomac Partners, LLC held 19,114 shares, valued at $6,035,000. By Q4 2023, the number of shares increased to 21,115, with a value of $7,940,000. This showcases a significant 31.6% increase in value, reflecting the positive outlook on Microsoft's performance.

AAPL (Apple Inc) also experienced a substantial change in holdings during this period. In Q3 2023, New Potomac Partners, LLC held 34,766 shares, worth $5,952,000. However, by Q4 2023, the number of shares increased to 39,140, with a value of $7,535,000. This corresponds to a 26.6% increase in value, indicating confidence in Apple's growth prospects.

Additionally, there were noteworthy changes in the holdings of other companies in New Potomac Partners, LLC's portfolio, such as IVV (iShares Trust), EMXC (iShares Inc), LRCX (Lam Research Corporation), and GOOG (Alphabet Inc). Although we don't have specific details on the changes, it's clear that New Potomac Partners, LLC made strategic adjustments to their positions in various companies.

It's important to note that the 13F filing is not a real-time representation of a company's current holdings. It reflects the holdings at the end of a specific quarter. Therefore, these changes are only reflective of New Potomac Partners, LLC's portfolio during that particular timeframe and may have since evolved.

Analyzing 13F holdings can be valuable for investors and market observers alike. It provides insights into the decision-making process of institutional investors and offers a glimpse into changes in sentiment towards specific stocks and sectors. However, it's essential to complement these findings with additional research and analysis before making any investment decisions.

In conclusion, the Q3 2023 vs. Q4 2023 13F holdings comparison of New Potomac Partners, LLC reveals notable shifts in their portfolio. The changes in holdings of IAU, MSFT, AAPL, and other companies indicate the evolving investment strategies employed by New Potomac Partners, LLC. As we move into the new year, market participants will continue to monitor these filings for further insights into the company's investment decisions.