New Potomac Partneres

New Potomac Partners as of March 31, 2024

Portfolio Holdings for New Potomac Partners

New Potomac Partners holds 86 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 5.3 $9.6M 228k 42.01
Microsoft Corporation (MSFT) 4.8 $8.6M 20k 420.73
Ishares Tr Core S&p500 Etf (IVV) 4.1 $7.4M 14k 525.73
Apple (AAPL) 3.6 $6.5M 38k 171.48
Ishares Msci Emrg Chn (EMXC) 2.8 $5.0M 87k 57.57
Lam Research Corporation 2.7 $4.9M 5.0k 971.57
Alphabet Cap Stk Cl C (GOOG) 2.7 $4.8M 31k 152.26
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.3 $4.2M 36k 115.81
Ishares Tr 0-5 Yr Tips Etf (STIP) 2.3 $4.1M 41k 99.43
Abbvie (ABBV) 2.2 $3.9M 22k 182.10
Meta Platforms Cl A (META) 2.2 $3.9M 8.1k 485.58
Booking Holdings (BKNG) 2.1 $3.8M 1.1k 3627.88
Simon Property (SPG) 2.1 $3.8M 24k 156.49
Oracle Corporation (ORCL) 2.1 $3.7M 30k 125.61
Honeywell International (HON) 2.0 $3.5M 17k 205.25
JPMorgan Chase & Co. (JPM) 1.9 $3.5M 17k 200.30
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 1.9 $3.5M 87k 40.05
Home Depot (HD) 1.9 $3.4M 8.9k 383.61
BlackRock 1.9 $3.4M 4.0k 833.70
Target Corporation (TGT) 1.9 $3.3M 19k 177.21
Mastercard Incorporated Cl A (MA) 1.8 $3.3M 6.8k 481.57
Ameriprise Financial (AMP) 1.8 $3.2M 7.3k 438.44
Merck & Co (MRK) 1.7 $3.1M 24k 131.95
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 1.7 $3.1M 162k 19.21
NVIDIA Corporation (NVDA) 1.7 $3.0M 3.4k 903.56
Pepsi (PEP) 1.6 $2.9M 16k 175.01
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 1.6 $2.9M 141k 20.43
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 1.6 $2.8M 146k 19.29
Cummins (CMI) 1.4 $2.5M 8.6k 294.65
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.4 $2.5M 85k 29.02
Chubb (CB) 1.4 $2.5M 9.5k 259.13
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 1.3 $2.4M 121k 20.07
Laboratory Corp Amer Hldgs Com New 1.3 $2.4M 11k 218.46
Walt Disney Company (DIS) 1.3 $2.3M 19k 122.36
Ishares Tr U.s. Tech Etf (IYW) 1.2 $2.2M 16k 135.06
Adobe Systems Incorporated (ADBE) 1.2 $2.2M 4.4k 504.60
Chevron Corporation (CVX) 1.2 $2.2M 14k 157.74
Stryker Corporation (SYK) 1.2 $2.1M 5.9k 357.87
Abbott Laboratories (ABT) 1.2 $2.1M 18k 113.66
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 1.1 $2.1M 119k 17.32
Amazon (AMZN) 1.1 $2.0M 11k 180.38
ConocoPhillips (COP) 1.1 $2.0M 15k 127.28
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $1.6M 9.3k 169.37
Invesco Exch Trd Slf Idx Bulshs 2024 Cb 0.8 $1.5M 72k 20.97
Nike CL B (NKE) 0.8 $1.5M 16k 93.98
Whirlpool Corporation (WHR) 0.8 $1.4M 12k 119.63
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.8 $1.4M 15k 94.66
Spdr Gold Tr Gold Shs (GLD) 0.7 $1.3M 6.2k 205.72
Ishares Silver Tr Ishares (SLV) 0.7 $1.2M 53k 22.75
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.7 $1.2M 19k 63.85
Vanguard Bd Index Fds Intermed Term (BIV) 0.6 $1.2M 15k 75.40
Ishares Tr Jpmorgan Usd Emg (EMB) 0.6 $1.1M 13k 89.67
Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.0M 14k 74.22
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.5 $950k 9.0k 105.03
Spdr Ser Tr Nuveen Blmbrg Mu (TFI) 0.5 $928k 20k 46.48
Marriott Intl Cl A (MAR) 0.5 $858k 3.4k 252.31
Select Sector Spdr Tr Technology (XLK) 0.5 $826k 4.0k 208.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $731k 2.2k 337.05
Ishares Tr National Mun Etf (MUB) 0.4 $687k 6.4k 107.60
Exxon Mobil Corporation (XOM) 0.4 $670k 5.8k 116.24
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $591k 9.7k 60.74
Ishares Msci Jpn Etf New (EWJ) 0.3 $568k 8.0k 71.35
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $546k 4.9k 110.52
Johnson & Johnson (JNJ) 0.3 $542k 3.4k 158.19
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.3 $507k 6.2k 81.53
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $493k 10k 47.89
UnitedHealth (UNH) 0.3 $490k 989.00 494.94
Ishares Tr Ishares Biotech (IBB) 0.3 $475k 3.5k 137.22
International Business Machines (IBM) 0.3 $475k 2.5k 190.98
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $455k 6.3k 72.63
Alphabet Cap Stk Cl A (GOOGL) 0.2 $445k 2.9k 150.93
Procter & Gamble Company (PG) 0.2 $367k 2.3k 162.28
Cigna Corp (CI) 0.2 $349k 961.00 363.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $342k 770.00 444.01
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $341k 810.00 420.52
Marsh & McLennan Companies (MMC) 0.2 $293k 1.4k 206.00
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $283k 5.5k 51.28
Travelers Companies (TRV) 0.2 $273k 1.2k 230.14
CSX Corporation (CSX) 0.1 $256k 6.9k 37.07
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $249k 7.8k 31.95
Lockheed Martin Corporation (LMT) 0.1 $234k 514.00 454.82
White Mountains Insurance Gp (WTM) 0.1 $233k 130.00 1794.30
Goldman Sachs (GS) 0.1 $220k 527.00 417.48
Blackstone Group Inc Com Cl A (BX) 0.1 $207k 1.6k 131.40
Charles Schwab Corporation (SCHW) 0.1 $206k 2.8k 72.34
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.1 $200k 1.4k 147.73