New Potomac Partners, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
4330 East-West Highway Bethesda, MD 20814
As of the latest 13F report, the guru’s equity portfolio contained 72 stocks valued at a total of $135.00Mil. The top holdings were IAU(5.50%), IVV(4.24%), and MSFT(3.80%).
According to GuruFocus data, these were New Potomac Partners, LLC’s top five trades of the quarter.
iShares Gold Trust
New Potomac Partners, LLC reduced their investment in ARCA:IAU by 55,770 shares. The trade had a 1.48% impact on the equity portfolio. During the quarter, the stock traded for an average price of $32.84.
On 01/18/2023, iShares Gold Trust traded for a price of $36.11 per share and a market cap of $27.58Bil. The stock has returned 4.67% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, iShares Gold Trust has a price-book ratio of 6.49.
Vanguard FTSE Emerging Markets ETF
The guru established a new position worth 39,870 shares in ARCA:VWO, giving the stock a 1.15% weight in the equity portfolio. Shares traded for an average price of $37.6 during the quarter.
On 01/18/2023, Vanguard FTSE Emerging Markets ETF traded for a price of $41.67 per share and a market cap of $73.40Bil. The stock has returned -13.17% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, Vanguard FTSE Emerging Markets ETF has a price-earnings ratio of 11.32 and a price-book ratio of 1.70.
iShares 10-20 Year Treasury Bond ETF
The guru established a new position worth 14,279 shares in ARCA:TLH, giving the stock a 1.14% weight in the equity portfolio. Shares traded for an average price of $107.84 during the quarter.
On 01/18/2023, iShares 10-20 Year Treasury Bond ETF traded for a price of $116.34 per share and a market cap of $7.19Bil. The stock has returned -15.68% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
iShares J.P. Morgan USD Emerging Markets Bond ETF
New Potomac Partners, LLC reduced their investment in NAS:EMB by 13,100 shares. The trade had a 0.88% impact on the equity portfolio. During the quarter, the stock traded for an average price of $82.06.
On 01/18/2023, iShares J.P. Morgan USD Emerging Markets Bond ETF traded for a price of $88.95 per share and a market cap of $16.35Bil. The stock has returned -10.23% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Vanguard Emerging Markets Government Bond ETF
The guru established a new position worth 18,367 shares in NAS:VWOB, giving the stock a 0.83% weight in the equity portfolio. Shares traded for an average price of $59.22 during the quarter.
On 01/18/2023, Vanguard Emerging Markets Government Bond ETF traded for a price of $63.98 per share and a market cap of $3.27Bil. The stock has returned -9.37% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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