0001104659-19-002899.txt : 20190123
0001104659-19-002899.hdr.sgml : 20190123
20190123131943
ACCESSION NUMBER: 0001104659-19-002899
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20181231
FILED AS OF DATE: 20190123
DATE AS OF CHANGE: 20190123
EFFECTIVENESS DATE: 20190123
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: 19537084
BUSINESS ADDRESS:
STREET 1: 4330 EAST-WEST HWY, STE 416
CITY: BETHESDA
STATE: MD
ZIP: 20814
BUSINESS PHONE: 2402534278
MAIL ADDRESS:
STREET 1: 4330 EAST-WEST HWY, STE 416
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
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12-31-2018
12-31-2018
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New Potomac Partners, LLC
4330 EAST-WEST HWY, STE 416
Bethesda
MD
20814
13F HOLDINGS REPORT
028-18595
N
David L Straus
Chief Compliance Officer/Managing Partner
240-253-4278
David L Straus
Bethesda
MD
01-22-2019
0
150
92997
false
INFORMATION TABLE
2
a19-3307_1informationtable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
76
400
SH
SOLE
400
0
0
ABBOTT LABS
COM
002824100
33
450
SH
SOLE
450
0
0
ABBVIE INC
COM
00287Y109
1420
15405
SH
SOLE
15405
0
0
AIR LEASE CORP
CL A
00912X302
30
1000
SH
SOLE
1000
0
0
ALPHABET INC
CAP STK CL A
02079K305
331
317
SH
SOLE
317
0
0
ALPHABET INC
CAP STK CL C
02079K107
2207
2131
SH
SOLE
2131
0
0
ALTRIA GROUP INC
COM
02209S103
74
1500
SH
SOLE
1500
0
0
AMAZON COM INC
COM
023135106
173
115
SH
SOLE
115
0
0
AMERICAN ELEC PWR INC
COM
025537101
373
4990
SH
SOLE
4990
0
0
AMGEN INC
COM
031162100
1182
6070
SH
SOLE
6070
0
0
APPLE INC
COM
037833100
2287
14501
SH
SOLE
14501
0
0
AQUA AMERICA INC
COM
03836W103
115
3360
SH
SOLE
3360
0
0
AT&T INC
COM
00206R102
1422
49825
SH
SOLE
49825
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
52
400
SH
SOLE
400
0
0
AVANGRID INC
COM
05351W103
50
1000
SH
SOLE
1000
0
0
BANK AMER CORP
COM
060505104
25
1000
SH
SOLE
1000
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
82
400
SH
SOLE
400
0
0
BLACKROCK INC
COM
09247X101
2087
5312
SH
SOLE
5312
0
0
BOEING CO
COM
097023105
152
470
SH
SOLE
470
0
0
BOOKING HLDGS INC
COM
09857L108
1827
1061
SH
SOLE
1061
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
21
400
SH
SOLE
400
0
0
CANADIAN NATL RY CO
COM
136375102
74
1000
SH
SOLE
1000
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
1505
30530
SH
SOLE
30530
0
0
CELGENE CORP
COM
151020104
820
12800
SH
SOLE
12800
0
0
CHARLES RIV LABS INTL INC
COM
159864107
85
750
SH
SOLE
750
0
0
CHARTER COMMUNICATIONS INC N
CL A
16119P108
2
6
SH
SOLE
6
0
0
CHEVRON CORP NEW
COM
166764100
1772
16289
SH
SOLE
16289
0
0
CHUBB LIMITED
COM
H1467J104
1794
13885
SH
SOLE
13885
0
0
CISCO SYS INC
COM
17275R102
1842
42508
SH
SOLE
42508
0
0
COLUMBIA SPORTSWEAR CO
COM
198516106
17
200
SH
SOLE
200
0
0
CUMMINS INC
COM
231021106
134
1000
SH
SOLE
1000
0
0
DISNEY WALT CO
COM DISNEY
254687106
1844
16815
SH
SOLE
16815
0
0
DOMINION ENERGY INC
COM
25746U109
150
2100
SH
SOLE
2100
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
91
1050
SH
SOLE
1050
0
0
EBAY INC
COM
278642103
107
3814
SH
SOLE
3814
0
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
10
400
SH
SOLE
400
0
0
EOG RES INC
COM
26875P101
516
5920
SH
SOLE
5920
0
0
EXXON MOBIL CORP
COM
30231G102
166
2430
SH
SOLE
2430
0
0
FACEBOOK INC
CL A
30303M102
1563
11920
SH
SOLE
11920
0
0
GARRETT MOTION INC
COM
366505105
14
1131
SH
SOLE
1131
0
0
GENERAL DYNAMICS CORP
COM
369550108
57
360
SH
SOLE
360
0
0
GENERAL ELECTRIC CO
COM
369604103
49
6500
SH
SOLE
6500
0
0
GENERAL MLS INC
COM
370334104
16
400
SH
SOLE
400
0
0
HERITAGE FINL CORP WASH
COM
42722X106
23
778
SH
SOLE
778
0
0
HERSHEY CO
COM
427866108
16
150
SH
SOLE
150
0
0
HONEYWELL INTL INC
COM
438516106
1753
13270
SH
SOLE
13270
0
0
HORIZON BANCORP INC
COM
440407104
16
1012
SH
SOLE
1012
0
0
INTEL CORP
COM
458140100
38
800
SH
SOLE
800
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
131
1150
SH
SOLE
1150
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
168
8145
SH
SOLE
8145
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
46138J700
694
33435
SH
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0
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BULSHS 2020 CB
46138J502
695
32980
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
146
1597
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INVESCO EXCHNG TRADED FD TR
VAR RATE PFD
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INVESCO EXCHNG TRADED FD TR
PFD ETF
46138E511
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INVESCO QQQ TR
UNIT SER 1
46090E103
160
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ISHARES GOLD TRUST
ISHARES
464285105
1371
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SH
SOLE
111550
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ISHARES INC
CORE MSCI EMKT
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ISHARES INC
MSCI FRNTR100ETF
464286145
84
3199
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3199
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ISHARES INC
MSCI JPN ETF NEW
46434G822
127
2510
SH
SOLE
2510
0
0
ISHARES INC
MSCI ISRAEL ETF
464286632
7
150
SH
SOLE
150
0
0
ISHARES INC
EM MKT SM-CP ETF
464286475
128
3055
SH
SOLE
3055
0
0
ISHARES TR
0-5 YR TIPS ETF
46429B747
2820
28770
SH
SOLE
28770
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
295
3530
SH
SOLE
3530
0
0
ISHARES TR
EAFE SML CP ETF
464288273
106
2043
SH
SOLE
2043
0
0
ISHARES TR
IBOXX INV CP ETF
464287242
77
680
SH
SOLE
680
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0
ISHARES TR
U.S. TECH ETF
464287721
1423
8897
SH
SOLE
8897
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0
ISHARES TR
RUS MID CAP ETF
464287499
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300
SH
SOLE
300
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
10
75
SH
SOLE
75
0
0
ISHARES TR
RUS 1000 GRW ETF
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166
1270
SH
SOLE
1270
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
15
100
SH
SOLE
100
0
0
ISHARES TR
CORE S&P500 ETF
464287200
3605
14327
SH
SOLE
14327
0
0
ISHARES TR
MSCI INDIA ETF
46429B598
37
1100
SH
SOLE
1100
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
158
2276
SH
SOLE
2276
0
0
ISHARES TR
CORE S&P MCP ETF
464287507
190
1143
SH
SOLE
1143
0
0
ISHARES TR
SH TR CRPORT ETF
464288646
387
7500
SH
SOLE
7500
0
0
ISHARES TR
CORE MSCI EURO
46434V738
99
2400
SH
SOLE
2400
0
0
ISHARES TR
NASDAQ BIOTECH
464287556
805
8345
SH
SOLE
8345
0
0
ISHARES TR
FLTG RATE NT ETF
46429B655
5177
102805
SH
SOLE
102805
0
0
ISHARES TR
JPMORGAN USD EMG
464288281
1882
18115
SH
SOLE
18115
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
264
6770
SH
SOLE
6770
0
0
ISHARES TR
SELECT DIVID ETF
464287168
7
75
SH
SOLE
75
0
0
JBG SMITH PPTYS
COM
46590V100
31
885
SH
SOLE
885
0
0
JOHNSON & JOHNSON
COM
478160104
565
4375
SH
SOLE
4375
0
0
JPMORGAN CHASE & CO
COM
46625H100
2255
23102
SH
SOLE
23102
0
0
KEYCORP NEW
COM
493267108
770
52075
SH
SOLE
52075
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
1561
12350
SH
SOLE
12350
0
0
LAM RESEARCH CORP
COM
512807108
1309
9610
SH
SOLE
9610
0
0
LOCKHEED MARTIN CORP
COM
539830109
65
250
SH
SOLE
250
0
0
LYONDELLBASELL INDUSTRIES N
SHS - A -
N53745100
1313
15790
SH
SOLE
15790
0
0
MARATHON OIL CORP
COM
565849106
581
40500
SH
SOLE
40500
0
0
MARRIOTT INTL INC NEW
CL A
571903202
48
442
SH
SOLE
442
0
0
MARRIOTT VACATIONS WRLDWDE C
COM
57164Y107
32
460
SH
SOLE
460
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
1993
10565
SH
SOLE
10565
0
0
MCDONALDS CORP
COM
580135101
58
325
SH
SOLE
325
0
0
MERCK & CO INC
COM
58933Y105
2121
27755
SH
SOLE
27755
0
0
MICROSOFT CORP
COM
594918104
2834
27905
SH
SOLE
27905
0
0
MONDELEZ INTL INC
CL A
609207105
6
150
SH
SOLE
150
0
0
MPLX LP
COM UNIT REP LTD
55336V100
24
801
SH
SOLE
801
0
0
NETFLIX INC
COM
64110L106
54
200
SH
SOLE
200
0
0
NIKE INC
CL B
654106103
1976
26655
SH
SOLE
26655
0
0
NORTHROP GRUMMAN CORP
COM
666807102
80
325
SH
SOLE
325
0
0
NUVEEN VIRGINIA QLTY MUNCPL
COM
67064R102
29
2452
SH
SOLE
2452
0
0
ORACLE CORP
COM
68389X105
1761
39010
SH
SOLE
39010
0
0
PAYPAL HLDGS INC
COM
70450Y103
76
900
SH
SOLE
900
0
0
PEPSICO INC
COM
713448108
610
5520
SH
SOLE
5520
0
0
PETROLEO BRASILEIRO SA PETRO
SPONSORED ADR
71654V408
15
1170
SH
SOLE
1170
0
0
PNC FINL SVCS GROUP INC
COM
693475105
1967
16825
SH
SOLE
16825
0
0
POPE RES DEL LTD PARTNERSHIP
DEPOSITRY RCPT
732857107
66
1010
SH
SOLE
1010
0
0
PROCTER AND GAMBLE CO
COM
742718109
110
1200
SH
SOLE
1200
0
0
PUBLIC SVC ENTERPRISE GROUP
COM
744573106
10
200
SH
SOLE
200
0
0
RESIDEO TECHNOLOGIES INC
COM
76118Y104
42
2025
SH
SOLE
2025
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
1435
24620
SH
SOLE
24620
0
0
SAUL CTRS INC
COM
804395101
15
325
SH
SOLE
325
0
0
SCHLUMBERGER LTD
COM
806857108
18
500
SH
SOLE
500
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
2
25
SH
SOLE
25
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
22
250
SH
SOLE
250
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
11
200
SH
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SELECT SECTOR SPDR TR
TECHNOLOGY
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139
2250
SH
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SELECT SECTOR SPDR TR
SBI INT-FINL
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63
2650
SH
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2650
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SELECT SECTOR SPDR TR
ENERGY
81369Y506
373
6500
SH
SOLE
6500
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0
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
11
265
SH
SOLE
265
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
8
50
SH
SOLE
50
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
21
85
SH
SOLE
85
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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49
161
SH
SOLE
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0
0
SPDR SER TR
NUVEEN BRC MUNIC
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SH
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SPDR SERIES TRUST
PORTFOLIO SHORT
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700
SH
SOLE
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SPDR SERIES TRUST
S&P REGL BKG
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326
6970
SH
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SPDR SERIES TRUST
BLMBRG BRC CNVRT
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421
9000
SH
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0
SSGA ACTIVE ETF TR
SPDR TR TACTIC
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31280
SH
SOLE
31280
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STARBUCKS CORP
COM
855244109
14
224
SH
SOLE
224
0
0
STRYKER CORP
COM
863667101
821
5235
SH
SOLE
5235
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
27
725
SH
SOLE
725
0
0
TAPESTRY INC
COM
876030107
116
3450
SH
SOLE
3450
0
0
TARGET CORP
COM
87612E106
2069
31301
SH
SOLE
31301
0
0
TELUS CORP
COM
87971M103
34
1020
SH
SOLE
1020
0
0
TRANSCANADA CORP
COM
89353D107
36
1000
SH
SOLE
1000
0
0
TRAVELERS COMPANIES INC
COM
89417E109
1970
16450
SH
SOLE
16450
0
0
UNION PAC CORP
COM
907818108
127
920
SH
SOLE
920
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
601
5643
SH
SOLE
5643
0
0
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
9
120
SH
SOLE
120
0
0
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
8
105
SH
SOLE
105
0
0
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
119
1460
SH
SOLE
1460
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
29
225
SH
SOLE
225
0
0
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
34
462
SH
SOLE
462
0
0
VANGUARD INTL EQUITY INDEX F
ALLWRLD EX US
922042775
14
300
SH
SOLE
300
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1969
35015
SH
SOLE
35015
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
1794
26254
SH
SOLE
26254
0
0
WHIRLPOOL CORP
COM
963320106
1410
13195
SH
SOLE
13195
0
0
ZIMMER BIOMET HLDGS INC
COM
98956P102
12
120
SH
SOLE
120
0
0