New Potomac Partners, LLC 13F Holdings
CIK 0001731466 · BETHESDA, MD
As of Sep 30, 2024, New Potomac Partners, LLC reported 152 positions worth
CIK 0001731466 · BETHESDA, MD
As of Sep 30, 2024, New Potomac Partners, LLC reported 152 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES GOLD TRUST | IAU | — | 224,151 | 1.1M | 5.72% |
| APPLE INC | AAPL | Technology | 37,588 | $8.8M | 4.50% |
| MICROSOFT CORP | MSFT | Technology | 19,965 | $8.6M | 4.41% |
| ISHARES CORE S&P 500 ETF | IVV | — | 13,192 | $7.6M | 3.91% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 84,655 | $5.2M | 2.66% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 40,473 | $4.8M | 2.49% |
| ORACLE CORP | ORCL | Technology | 28,382 | $4.8M | 2.48% |
| ALPHABET INC | GOOG | Equity | 28,553 | $4.8M | 2.45% |
| ISHARES 0-5 YEAR TIPS BOND ETF | STIP | — | 42,334 | $4.3M | 2.20% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 103,265 | $4.3M | 2.20% |
| META PLATFORMS INC | META | Communication Services | 7,420 | $4.2M | 2.18% |
| BOOKING HOLDINGS INC | BKNG | Industrials | 1,004 | $4.2M | 2.17% |
| ABBVIE INC | ABBV | Equity | 20,685 | $4.1M | 2.10% |
| LAM RESEARCH CORP | LRCX | Technology | 4,766 | $3.9M | 2.00% |
| NVIDIA CORP | NVDA | Technology | 31,785 | $3.9M | 1.98% |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | BSCQ | — | 189,664 | $3.7M | 1.91% |
| BLACKROCK INC | BLK | Financial Services | 3,855 | $3.7M | 1.88% |
| HONEYWELL INTERNATIONAL INC | HON | Industrials | 17,612 | $3.6M | 1.87% |
| HOME DEPOT INC | HD | Consumer Cyclical | 8,839 | $3.6M | 1.84% |
| SIMON PROPERTY GROUP INC | SPG | Real Estate | 21,128 | $3.6M | 1.83% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 15,978 | $3.4M | 1.73% |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | BSCS | — | 161,750 | $3.3M | 1.71% |
| AMERIPRISE FINANCIAL INC | AMP | Financial Services | 7,047 | $3.3M | 1.70% |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | BSCR | — | 159,230 | $3.1M | 1.61% |
| MASTERCARD INC | MA | Financial Services | 6,241 | $3.1M | 1.58% |