New Potomac Partneres

Latest statistics and disclosures from New Potomac Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IAU, AAPL, IVV, MSFT, STIP, and represent 22.24% of New Potomac Partners's stock portfolio.
  • Added to shares of these 10 stocks: BSCQ, ORCL, AMZN, CRL, BIV, VWO, BSCP, RSP, EMB, PEP.
  • Started 2 new stock positions in CRL, BSCQ.
  • Reduced shares in these 10 stocks: LRCX, JPM, PNC, , DIS, BSCN, BSCO, , NKE, BSCL.
  • Sold out of its positions in PNC, CWB, LYB.
  • New Potomac Partners was a net seller of stock by $-6.6M.
  • New Potomac Partners has $136M in assets under management (AUM), dropping by -1.55%.
  • Central Index Key (CIK): 0001731466

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Portfolio Holdings for New Potomac Partners

Companies in the New Potomac Partners portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Gold Tr Ishares (IAU) 6.4 $8.7M 535k 16.26
Apple (AAPL) 4.3 $5.8M 47k 122.14
Ishares Tr Core S&p500 Etf (IVV) 4.2 $5.8M 15k 397.82
Microsoft Corporation (MSFT) 4.0 $5.4M 23k 235.76
Ishares Tr 0-5 Yr Tips Etf (STIP) 3.4 $4.6M 43k 105.71
Ishares Silver Tr Ishares (SLV) 3.2 $4.3M 190k 22.70
Lam Research Corporation (LRCX) 3.0 $4.0M -31% 6.8k 595.22
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $4.0M +2% 76k 52.05
Alphabet Cap Stk Cl C (GOOG) 2.8 $3.9M 1.9k 2068.71
Target Corporation (TGT) 2.8 $3.8M -2% 19k 198.05
Honeywell International (HON) 2.7 $3.7M 17k 217.05
BlackRock (BLK) 2.6 $3.6M 4.7k 753.92
Mastercard Incorporated Cl A (MA) 2.5 $3.4M -3% 9.5k 356.08
JPMorgan Chase & Co. (JPM) 2.4 $3.3M -33% 21k 152.24

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Ishares Tr U.s. Tech Etf (IYW) 2.3 $3.2M 36k 87.69
Amazon (AMZN) 2.3 $3.2M +10% 1.0k 3094.36
Oracle Corporation (ORCL) 2.3 $3.1M +23% 44k 70.17
Facebook Cl A (FB) 2.2 $3.1M 10k 294.53
Whirlpool Corporation (WHR) 2.2 $3.0M -2% 14k 220.38
Ameriprise Financial (AMP) 2.2 $2.9M 13k 232.48
Laboratory Corp Amer Hldgs Com New (LH) 2.1 $2.8M -2% 11k 255.06
Vaneck Vectors Etf Tr Fallen Angel Hg (ANGL) 1.9 $2.6M 80k 31.93
Abbvie (ABBV) 1.9 $2.5M 24k 108.21
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.8 $2.5M -5% 45k 54.68
Walt Disney Company (DIS) 1.7 $2.3M -22% 13k 184.48
Ishares Tr Jpmorgan Usd Emg (EMB) 1.7 $2.3M 21k 108.90
Spdr Ser Tr Nuveen Brc Munic (TFI) 1.7 $2.2M 44k 51.67
Booking Holdings (BKNG) 1.6 $2.2M 943.00 2329.80
Nike CL B (NKE) 1.5 $2.1M -12% 16k 132.87
Cisco Systems (CSCO) 1.5 $2.0M 38k 51.71
Chevron Corporation (CVX) 1.4 $1.9M 19k 104.76
Merck & Co (MRK) 1.4 $1.9M 25k 77.08
Verizon Communications (VZ) 1.4 $1.9M 32k 58.16
Viatris (VTRS) 1.3 $1.8M 128k 13.97
Chubb (CB) 1.3 $1.8M -2% 11k 158.01
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.2 $1.6M 34k 48.22
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 1.0 $1.4M -4% 94k 15.00
Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $1.3M +10% 15k 88.75
Stryker Corporation (SYK) 0.9 $1.3M 5.2k 243.53
Pepsi (PEP) 0.9 $1.2M +2% 8.7k 141.39
At&t (T) 0.9 $1.2M 40k 30.26
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 0.8 $1.1M -14% 52k 21.14
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.8 $1.1M -24% 49k 22.17
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.8 $1.1M +5% 48k 22.16
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 0.7 $999k -27% 46k 21.76
ConocoPhillips (COP) 0.7 $993k 19k 52.99
Gilead Sciences (GILD) 0.7 $987k 15k 64.62
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.6 $783k NEW 37k 21.31
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 0.5 $688k -10% 32k 21.65
Travelers Companies (TRV) 0.5 $670k 4.5k 150.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $625k 2.6k 243.19
Ishares Tr Nasdaq Biotech (IBB) 0.5 $622k 4.1k 150.46
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $465k +2% 4.3k 108.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $428k +2% 1.6k 260.50
Select Sector Spdr Tr Technology (XLK) 0.3 $427k +4% 3.2k 132.77
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $418k +11% 3.0k 141.55
Alphabet Cap Stk Cl A (GOOGL) 0.3 $355k 172.00 2063.95
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $268k 3.1k 86.31
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $246k 770.00 319.48
Johnson & Johnson (JNJ) 0.2 $217k 1.3k 164.02
Charles River Laboratories (CRL) 0.2 $217k NEW 750.00 289.33

Past Filings by New Potomac Partners

SEC 13F filings are viewable for New Potomac Partners going back to 2017