New Potomac Partneres

New Potomac Partners as of March 31, 2023

Portfolio Holdings for New Potomac Partners

New Potomac Partners holds 69 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 5.6 $8.0M 214k 37.37
Apple (AAPL) 4.4 $6.3M 38k 164.90
Microsoft Corporation (MSFT) 4.3 $6.1M 21k 288.30
Ishares Tr Core S&p500 Etf (IVV) 4.0 $5.8M 14k 411.08
Ishares Msci Emrg Chn (EMXC) 2.9 $4.2M 85k 49.33
Oracle Corporation (ORCL) 2.6 $3.7M 40k 92.92
Alphabet Cap Stk Cl C (GOOG) 2.5 $3.6M 35k 104.00
Lam Research Corporation (LRCX) 2.5 $3.6M 6.7k 530.12
Abbvie (ABBV) 2.3 $3.4M 21k 159.37
Honeywell International (HON) 2.3 $3.3M 17k 191.12
BlackRock (BLK) 2.2 $3.1M 4.6k 669.12
Mastercard Incorporated Cl A (MA) 2.1 $3.0M 8.4k 363.41
Target Corporation (TGT) 2.1 $3.0M 18k 165.63
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.1 $3.0M 30k 99.23
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 2.0 $2.9M 72k 41.03
Booking Holdings (BKNG) 2.0 $2.8M 1.1k 2652.41
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.9 $2.8M 24k 117.65
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 1.9 $2.8M 59k 46.82
Ameriprise Financial (AMP) 1.9 $2.7M 8.8k 306.50
Ishares Silver Tr Ishares (SLV) 1.8 $2.6M 119k 22.12
Merck & Co (MRK) 1.8 $2.6M 24k 106.39
JPMorgan Chase & Co. (JPM) 1.7 $2.5M 19k 130.31
Laboratory Corp Amer Hldgs Com New (LH) 1.7 $2.5M 11k 229.42
Ishares Tr U.s. Tech Etf (IYW) 1.7 $2.5M 26k 92.81
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.7 $2.4M 127k 19.16
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.7 $2.4M 85k 28.02
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 1.6 $2.4M 116k 20.28
Meta Platforms Cl A (META) 1.6 $2.3M 11k 211.94
Cummins (CMI) 1.6 $2.3M 9.4k 238.88
Chevron Corporation (CVX) 1.5 $2.2M 14k 163.16
Pepsi (PEP) 1.5 $2.2M 12k 182.30
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.5 $2.1M 42k 50.54
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.4 $2.1M 129k 15.96
Walt Disney Company (DIS) 1.4 $2.0M 20k 100.13
NVIDIA Corporation (NVDA) 1.4 $2.0M 7.3k 277.77
Nike CL B (NKE) 1.4 $2.0M 16k 122.64
Whirlpool Corporation (WHR) 1.3 $1.9M 15k 132.02
Chubb (CB) 1.3 $1.8M 9.3k 194.18
Stryker Corporation (SYK) 1.2 $1.8M 6.3k 285.47
Abbott Laboratories (ABT) 1.2 $1.7M 17k 101.26
Simon Property (SPG) 1.2 $1.7M 15k 111.97
Ishares Tr 10-20 Yr Trs Etf (TLH) 1.2 $1.7M 15k 114.54
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.1 $1.6M 85k 19.30
ConocoPhillips (COP) 1.1 $1.6M 16k 99.21
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 1.0 $1.4M 70k 20.59
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $1.3M 8.8k 144.62
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.8 $1.2M 19k 62.31
Spdr Gold Tr Gold Shs (GLD) 0.8 $1.2M 6.3k 183.22
Vanguard Index Fds Real Estate Etf (VNQ) 0.8 $1.1M 14k 83.04
Ishares Tr Jpmorgan Usd Emg (EMB) 0.8 $1.1M 13k 86.28
Amazon (AMZN) 0.7 $1.0M 9.9k 103.29
Ishares Tr National Mun Etf (MUB) 0.7 $997k 9.3k 107.74
Ishares Tr Core Msci Eafe (IEFA) 0.7 $993k 15k 66.85
Select Sector Spdr Tr Technology (XLK) 0.6 $799k 5.3k 151.01
Vanguard Bd Index Fds Intermed Term (BIV) 0.5 $769k 10k 76.74
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $530k 2.2k 244.33
Ishares Tr Core Msci Euro (IEUR) 0.4 $506k 9.7k 52.38
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $502k 11k 47.82
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $491k 2.0k 250.16
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $487k 5.0k 96.70
Ishares Tr Ishares Biotech (IBB) 0.3 $481k 3.7k 129.16
Ishares Msci Jpn Etf New (EWJ) 0.3 $469k 8.0k 58.69
Alphabet Cap Stk Cl A (GOOGL) 0.2 $338k 3.3k 103.73
Travelers Companies (TRV) 0.2 $328k 1.9k 171.41
Johnson & Johnson (JNJ) 0.2 $252k 1.6k 155.00
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $250k 810.00 308.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $247k 770.00 320.93
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 0.2 $242k 12k 21.08
Exxon Mobil Corporation (XOM) 0.2 $219k 2.0k 109.66