New Potomac Partneres, LLC 13F Holdings
CIK 02818595 · Bethesda, MD
As of Jun 30, 2024, New Potomac Partneres, LLC reported 83 positions worth
CIK 02818595 · Bethesda, MD
As of Jun 30, 2024, New Potomac Partneres, LLC reported 83 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES GOLD TRUST | IAU | — | 226,941 | 0.0M | 5.45% |
| MICROSOFT CORP | MSFT | Technology | 20,155 | $9.0M | 4.92% |
| APPLE INC | AAPL | Technology | 37,993 | $8.0M | 4.37% |
| ISHARES CORE S&P 500 ETF | IVV | — | 13,872 | $7.6M | 4.15% |
| ALPHABET INC | GOOG | Equity | 29,238 | $5.4M | 2.93% |
| LAM RESEARCH CORP | LRCX | Technology | 4,841 | $5.2M | 2.82% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 85,115 | $5.0M | 2.75% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 37,312 | $4.3M | 2.36% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 42,294 | $4.2M | 2.30% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 1,057 | $4.2M | 2.29% |
| ORACLE CORP | ORCL | Technology | 29,504 | $4.2M | 2.28% |
| NVIDIA CORP | NVDA | Technology | 32,628 | $4.0M | 2.20% |
| META PLATFORMS INC | META | Communication Services | 7,871 | $4.0M | 2.17% |
| ABBVIE INC | ABBV | Equity | 21,890 | $3.8M | 2.05% |
| HONEYWELL INTERNATIONAL INC | HON | Industrials | 17,382 | $3.7M | 2.03% |
| SIMON PROPERTY GROUP INC | SPG | Real Estate | 24,112 | $3.7M | 2.00% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 87,897 | $3.5M | 1.91% |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | BSCQ | — | 174,304 | $3.3M | 1.83% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 16,248 | $3.3M | 1.80% |
| BLACKROCK INC | BLK | Financial Services | 4,045 | $3.2M | 1.74% |
| HOME DEPOT INC | HD | Consumer Cyclical | 8,954 | $3.1M | 1.69% |
| AMERIPRISE FINANCIAL INC | AMP | Financial Services | 7,203 | $3.1M | 1.68% |
| MERCK & CO INC | MRK | Healthcare | 23,913 | $3.0M | 1.62% |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | BSCP | — | 142,310 | $2.9M | 1.59% |
| MASTERCARD INC | MA | Financial Services | 6,590 | $2.9M | 1.59% |