New Potomac Partneres

New Potomac Partners as of Dec. 31, 2022

Portfolio Holdings for New Potomac Partners

New Potomac Partners holds 72 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 5.5 $7.4M 215k 34.59
Ishares Tr Core S&p500 Etf (IVV) 4.2 $5.7M 15k 384.21
Microsoft Corporation (MSFT) 3.8 $5.1M 21k 239.82
Apple (AAPL) 3.7 $5.0M 38k 129.93
Honeywell International (HON) 2.8 $3.8M 18k 214.30
Abbvie (ABBV) 2.6 $3.4M 21k 161.61
BlackRock 2.5 $3.3M 4.7k 708.63
Oracle Corporation (ORCL) 2.5 $3.3M 41k 81.74
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.4 $3.3M 34k 96.96
Alphabet Cap Stk Cl C (GOOG) 2.2 $3.0M 34k 88.73
Mastercard Incorporated Cl A (MA) 2.2 $3.0M 8.5k 347.73
Ishares Silver Tr Ishares (SLV) 2.1 $2.9M 131k 22.02
Lam Research Corporation 2.1 $2.8M 6.7k 420.30
Ameriprise Financial (AMP) 2.1 $2.8M 9.0k 311.37
Merck & Co (MRK) 2.0 $2.7M 25k 110.95
Target Corporation (TGT) 2.0 $2.7M 18k 149.04
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 2.0 $2.7M 59k 45.62
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.9 $2.6M 23k 114.89
JPMorgan Chase & Co. (JPM) 1.9 $2.6M 19k 134.10
Laboratory Corp Amer Hldgs Com New 1.9 $2.5M 11k 235.48
Chevron Corporation (CVX) 1.8 $2.5M 14k 179.49
Ishares Msci Emrg Chn (EMXC) 1.7 $2.4M 50k 47.47
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.7 $2.3M 124k 18.93
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.7 $2.3M 86k 27.02
Cummins (CMI) 1.7 $2.3M 9.4k 242.29
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 1.7 $2.3M 112k 20.14
Booking Holdings (BKNG) 1.6 $2.1M 1.1k 2015.28
Pepsi (PEP) 1.6 $2.1M 12k 180.66
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.6 $2.1M 126k 16.80
Whirlpool Corporation (WHR) 1.5 $2.1M 15k 141.46
Chubb (CB) 1.5 $2.1M 9.3k 220.60
Ishares Tr U.s. Tech Etf (IYW) 1.5 $2.0M 27k 74.49
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.5 $2.0M 49k 40.04
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $1.9M 39k 49.82
ConocoPhillips (COP) 1.4 $1.9M 16k 118.00
Abbott Laboratories (ABT) 1.4 $1.9M 17k 109.79
Nike CL B (NKE) 1.4 $1.9M 16k 117.01
Walt Disney Company (DIS) 1.3 $1.8M 20k 86.88
Simon Property (SPG) 1.3 $1.7M 15k 117.48
Stryker Corporation (SYK) 1.2 $1.6M 6.4k 244.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $1.6M 40k 38.98
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.1 $1.5M 14k 108.18
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.0 $1.4M 74k 19.00
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 1.0 $1.4M 67k 20.49
Meta Platforms Cl A (META) 1.0 $1.3M 11k 120.34
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.1M 14k 82.48
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.8 $1.1M 18k 60.98
Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $1.1M 13k 84.59
NVIDIA Corporation (NVDA) 0.8 $1.1M 7.4k 146.14
Spdr Gold Tr Gold Shs (GLD) 0.8 $1.1M 6.3k 169.64
Ishares Tr National Mun Etf (MUB) 0.7 $977k 9.3k 105.52
Ishares Tr Core Msci Eafe (IEFA) 0.7 $933k 15k 61.64
Amazon (AMZN) 0.6 $862k 10k 84.00
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.5 $713k 5.0k 141.25
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $698k 9.4k 74.32
Verizon Communications (VZ) 0.5 $626k 16k 39.40
Select Sector Spdr Tr Technology (XLK) 0.4 $590k 4.7k 124.44
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $529k 2.5k 214.24
Ishares Tr Ishares Biotech (IBB) 0.4 $488k 3.7k 131.29
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $466k 4.9k 94.64
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $464k 1.9k 241.89
Ishares Tr Core Msci Euro (IEUR) 0.3 $427k 9.0k 47.50
Ishares Msci Jpn Etf New (EWJ) 0.3 $419k 7.7k 54.44
Travelers Companies (TRV) 0.3 $359k 1.9k 187.49
Alphabet Cap Stk Cl A (GOOGL) 0.2 $289k 3.3k 88.23
Johnson & Johnson (JNJ) 0.2 $287k 1.6k 176.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $250k 810.00 308.90
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $245k 12k 20.98
Charles Schwab Corporation (SCHW) 0.2 $237k 2.8k 83.26
Exxon Mobil Corporation (XOM) 0.2 $221k 2.0k 110.30
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $213k 8.8k 24.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $205k 770.00 266.28