0001104659-18-024739.txt : 20180418 0001104659-18-024739.hdr.sgml : 20180418 20180418090804 ACCESSION NUMBER: 0001104659-18-024739 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180418 DATE AS OF CHANGE: 20180418 EFFECTIVENESS DATE: 20180418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: New Potomac Partners, LLC CENTRAL INDEX KEY: 0001731466 IRS NUMBER: 472323701 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18595 FILM NUMBER: 18760320 BUSINESS ADDRESS: STREET 1: 4330 EAST-WEST HIGHWAY CITY: BETHESDA STATE: MD ZIP: 20814 BUSINESS PHONE: 2402534278 MAIL ADDRESS: STREET 1: 4330 EAST-WEST HIGHWAY CITY: BETHESDA STATE: MD ZIP: 20814 FORMER COMPANY: FORMER CONFORMED NAME: New Potomac Partneres, LLC DATE OF NAME CHANGE: 20180214 13F-HR 1 primary_doc.xml 13F-HR LIVE 0001731466 XXXXXXXX 03-31-2018 03-31-2018 false New Potomac Partners, LLC

4330 East-West Highway Bethesda MD 20814

13F HOLDINGS REPORT 028-18595 N David L Straus 240-253-4278 David L Straus Bethesda MD 04-17-2018 0 149 101884 false INFORMATION TABLE 2 a18-11105_1informationtable.xml INFORMATION TABLE ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1707 26750 SH SOLE 26750 0 0 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 10 100 SH SOLE 100 0 0 JOHNSON CTLS INTL PLC SHS G51502105 3 87 SH SOLE 87 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 2 6 SH SOLE 6 0 0 CHUBB LIMITED COM H1467J104 1835 13420 SH SOLE 13420 0 0 CLAYMORE EXCHANGE TRD FD TR GUGG BULSH 2021 18383M266 585 28080 SH SOLE 28080 0 0 CLAYMORE EXCHANGE TRD FD TR GUG BULL2020 E 18383M514 440 20915 SH SOLE 20915 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 13 120 SH SOLE 120 0 0 EXXON MOBIL CORP COM 30231G102 278 3730 SH SOLE 3730 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 3 25 SH SOLE 25 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 40 495 SH SOLE 495 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 10 200 SH SOLE 200 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 147 2250 SH SOLE 2250 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 92 3325 SH SOLE 3325 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 67 1000 SH SOLE 1000 0 0 AQUA AMERICA INC COM 03836W103 114 3360 SH SOLE 3360 0 0 WALMART INC COM 931142103 7 74 SH SOLE 74 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1716 26212 SH SOLE 26212 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1758 36765 SH SOLE 36765 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 31 225 SH SOLE 225 0 0 POWERSHARES ETF TR II VAR RATE PFD POR 73937B597 1258 49965 SH SOLE 49965 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 6 75 SH SOLE 75 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 16 300 SH SOLE 300 0 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 92 690 SH SOLE 690 0 0 UNITED TECHNOLOGIES CORP COM 913017109 762 6060 SH SOLE 6060 0 0 UNION PAC CORP COM 907818108 124 920 SH SOLE 920 0 0 TIME WARNER INC COM NEW 887317303 1109 11723 SH SOLE 11723 0 0 TELUS CORP COM 87971M103 36 1020 SH SOLE 1020 0 0 TESLA INC COM 88160R101 21 80 SH SOLE 80 0 0 TRAVELERS COMPANIES INC COM 89417E109 2259 16270 SH SOLE 16270 0 0 TRANSCANADA CORP COM 89353D107 41 1000 SH SOLE 1000 0 0 TAPESTRY INC COM 876030107 2190 41635 SH SOLE 41635 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 2636 54960 SH SOLE 54960 0 0 TARGET CORP COM 87612E106 2290 32981 SH SOLE 32981 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1650 34350 SH SOLE 34350 0 0 TE CONNECTIVITY LTD REG SHS H84989104 9 91 SH SOLE 91 0 0 AT&T INC COM 00206R102 266 7459 SH SOLE 7459 0 0 STRYKER CORP COM 863667101 904 5615 SH SOLE 5615 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 3793 37880 SH SOLE 37880 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 47 180 SH SOLE 180 0 0 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 30 1000 SH SOLE 1000 0 0 SIMON PPTY GROUP INC NEW COM 828806109 23 150 SH SOLE 150 0 0 SCHLUMBERGER LTD COM 806857108 32 500 SH SOLE 500 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 118 1410 SH SOLE 1410 0 0 ISHARES TR EAFE SML CP ETF 464288273 124 1900 SH SOLE 1900 0 0 SCANA CORP NEW COM 80589M102 3 75 SH SOLE 75 0 0 STARBUCKS CORP COM 855244109 13 224 SH SOLE 224 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 166 1035 SH SOLE 1035 0 0 PAYPAL HLDGS INC COM 70450Y103 1121 14773 SH SOLE 14773 0 0 POPE RES DEL LTD PARTNERSHIP DEPOSITRY RCPT 732857107 71 1010 SH SOLE 1010 0 0 PENTAIR PLC SHS G7S00T104 1 21 SH SOLE 21 0 0 PNC FINL SVCS GROUP INC COM 693475105 2505 16565 SH SOLE 16565 0 0 POWERSHARES ETF TR II PFD PORTFOLIO 73936T565 332 22770 SH SOLE 22770 0 0 PROCTER AND GAMBLE CO COM 742718109 95 1200 SH SOLE 1200 0 0 PEPSICO INC COM 713448108 616 5645 SH SOLE 5645 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 15 299 SH SOLE 299 0 0 ORACLE CORP COM 68389X105 1940 42395 SH SOLE 42395 0 0 ORBITAL ATK INC COM 68557N103 24 178 SH SOLE 178 0 0 NUVEEN VIRGINIA QLTY MUNCPL COM 67064R102 30 2452 SH SOLE 2452 0 0 NORTHROP GRUMMAN CORP COM 666807102 113 325 SH SOLE 325 0 0 NIKE INC CL B 654106103 1960 29495 SH SOLE 29495 0 0 NETFLIX INC COM 64110L106 59 200 SH SOLE 200 0 0 MICROSOFT CORP COM 594918104 2661 29150 SH SOLE 29150 0 0 MERCK & CO INC COM 58933Y105 1532 28130 SH SOLE 28130 0 0 MPLX LP COM UNIT REP LTD 55336V100 26 801 SH SOLE 801 0 0 ALTRIA GROUP INC COM 02209S103 93 1500 SH SOLE 1500 0 0 MALLINCKRODT PUB LTD CO SHS G5785G107 0 9 SH SOLE 9 0 0 3M CO COM 88579Y101 88 400 SH SOLE 400 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 56 164 SH SOLE 164 0 0 MEDTRONIC PLC SHS G5960L103 7 83 SH SOLE 83 0 0 MONDELEZ INTL INC CL A 609207105 21 500 SH SOLE 500 0 0 MCDONALDS CORP COM 580135101 51 325 SH SOLE 325 0 0 MARRIOTT INTL INC NEW CL A 571903202 87 640 SH SOLE 640 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2041 11650 SH SOLE 11650 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1801 17040 SH SOLE 17040 0 0 ISHARES TR IBOXX INV CP ETF 464287242 45 380 SH SOLE 380 0 0 LOCKHEED MARTIN CORP COM 539830109 84 250 SH SOLE 250 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 1998 12350 SH SOLE 12350 0 0 COCA COLA CO COM 191216100 5 107 SH SOLE 107 0 0 KEYCORP NEW COM 493267108 1828 93490 SH SOLE 93490 0 0 JPMORGAN CHASE & CO COM 46625H100 2711 24652 SH SOLE 24652 0 0 JOHNSON & JOHNSON COM 478160104 565 4405 SH SOLE 4405 0 0 ISHARES TR U.S. TECH ETF 464287721 1619 9624 SH SOLE 9624 0 0 ISHARES TR RUS MID CAP ETF 464287499 15 75 SH SOLE 75 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 11 75 SH SOLE 75 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 173 1270 SH SOLE 1270 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 16 100 SH SOLE 100 0 0 ISHARES TR CORE S&P500 ETF 464287200 2938 11071 SH SOLE 11071 0 0 ISHARES TR US HOME CONS ETF 464288752 436 11050 SH SOLE 11050 0 0 INTEL CORP COM 458140100 42 800 SH SOLE 800 0 0 ISHARES TR MSCI INDIA ETF 46429B598 38 1100 SH SOLE 1100 0 0 ISHARES TR CORE S&P SCP ETF 464287804 138 1795 SH SOLE 1795 0 0 ISHARES TR CORE S&P MCP ETF 464287507 191 1020 SH SOLE 1020 0 0 ISHARES TR CORE MSCI EURO 46434V738 119 2400 SH SOLE 2400 0 0 ISHARES INC CORE MSCI EMKT 46434G103 3436 58843 SH SOLE 58843 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 179 1168 SH SOLE 1168 0 0 ISHARES TR NASDAQ BIOTECH 464287556 890 8338 SH SOLE 8338 0 0 ISHARES GOLD TRUST ISHARES 464285105 2222 174525 SH SOLE 174525 0 0 HERSHEY CO COM 427866108 1719 17370 SH SOLE 17370 0 0 HONEYWELL INTL INC COM 438516106 1941 13430 SH SOLE 13430 0 0 HORIZON BANCORP IND COM 440407104 20 675 SH SOLE 675 0 0 ALPHABET INC CAP STK CL A 02079K305 370 357 SH SOLE 357 0 0 ALPHABET INC CAP STK CL C 02079K107 2171 2104 SH SOLE 2104 0 0 GENERAL MLS INC COM 370334104 18 400 SH SOLE 400 0 0 GENERAL ELECTRIC CO COM 369604103 152 11300 SH SOLE 11300 0 0 GENERAL DYNAMICS CORP COM 369550108 80 360 SH SOLE 360 0 0 ISHARES INC MSCI FRNTR100ETF 464286145 84 2400 SH SOLE 2400 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 5048 99110 SH SOLE 99110 0 0 FACEBOOK INC CL A 30303M102 2017 12620 SH SOLE 12620 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 121 2000 SH SOLE 2000 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 10 400 SH SOLE 400 0 0 EOG RES INC COM 26875P101 53 500 SH SOLE 500 0 0 ENBRIDGE INC COM 29250N105 31 1000 SH SOLE 1000 0 0 ISHARES TR JPMORGAN USD EMG 464288281 1127 9985 SH SOLE 9985 0 0 ISHARES INC MSCI ISRAEL ETF 464286632 7 150 SH SOLE 150 0 0 ISHARES INC EM MKT SM-CP ETF 464286475 163 3055 SH SOLE 3055 0 0 EBAY INC COM 278642103 159 3939 SH SOLE 3939 0 0 ISHARES TR SELECT DIVID ETF 464287168 7 75 SH SOLE 75 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 81 1050 SH SOLE 1050 0 0 DISNEY WALT CO COM DISNEY 254687106 1590 15835 SH SOLE 15835 0 0 DOMINION ENERGY INC COM 25746U109 591 8759 SH SOLE 8759 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 524 10150 SH SOLE 10150 0 0 CHEVRON CORP NEW COM 166764100 1947 17069 SH SOLE 17069 0 0 ISHARES TR 1 3 YR CR BD ETF 464288646 707 6810 SH SOLE 6810 0 0 CISCO SYS INC COM 17275R102 1857 43293 SH SOLE 43293 0 0 CHARLES RIV LABS INTL INC COM 159864107 80 750 SH SOLE 750 0 0 COLUMBIA SPORTSWEAR CO COM 198516106 15 200 SH SOLE 200 0 0 CANADIAN NATL RY CO COM 136375102 73 1000 SH SOLE 1000 0 0 CUMMINS INC COM 231021106 162 1000 SH SOLE 1000 0 0 CELGENE CORP COM 151020104 836 9370 SH SOLE 9370 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 31 390 SH SOLE 390 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 80 400 SH SOLE 400 0 0 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 271 3385 SH SOLE 3385 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 25 400 SH SOLE 400 0 0 BLACKROCK INC COM 09247X101 2726 5033 SH SOLE 5033 0 0 BOOKING HLDGS INC COM 09857L108 2191 1053 SH SOLE 1053 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 260 3185 SH SOLE 3185 0 0 BANK AMER CORP COM 060505104 30 1000 SH SOLE 1000 0 0 BOEING CO COM 097023105 154 470 SH SOLE 470 0 0 AMAZON COM INC COM 023135106 72 50 SH SOLE 50 0 0 AMGEN INC COM 031162100 1015 5951 SH SOLE 5951 0 0 AIR LEASE CORP CL A 00912X302 43 1000 SH SOLE 1000 0 0 AVANGRID INC COM 05351W103 51 1000 SH SOLE 1000 0 0 AMERICAN ELEC PWR INC COM 025537101 546 7965 SH SOLE 7965 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 45 400 SH SOLE 400 0 0 ADIENT PLC ORD SHS G0084W101 0 8 SH SOLE 8 0 0 ABBOTT LABS COM 002824100 39 650 SH SOLE 650 0 0 ABBVIE INC COM 00287Y109 2230 23560 SH SOLE 23560 0 0 APPLE INC COM 037833100 2393 14263 SH SOLE 14263 0 0