0001104659-19-023021.txt : 20190423
0001104659-19-023021.hdr.sgml : 20190423
20190423110544
ACCESSION NUMBER: 0001104659-19-023021
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190331
FILED AS OF DATE: 20190423
DATE AS OF CHANGE: 20190423
EFFECTIVENESS DATE: 20190423
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: 19760933
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
13F-HR
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0001731466
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03-31-2019
03-31-2019
false
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
04-22-2019
0
137
98876
false
INFORMATION TABLE
2
a19-8713_1informationtable.xml
INFORMATION TABLE
3M CO
COM
88579Y101
83
400
SH
SOLE
400
0
0
ABBOTT LABS
COM
002824100
36
450
SH
SOLE
450
0
0
ABBVIE INC
COM
00287Y109
1152
14300
SH
SOLE
14300
0
0
ALPHABET INC
CAP STK CL A
02079K305
292
248
SH
SOLE
248
0
0
ALPHABET INC
CAP STK CL C
02079K107
2316
1974
SH
SOLE
1974
0
0
ALTRIA GROUP INC
COM
02209S103
57
1000
SH
SOLE
1000
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
418
4990
SH
SOLE
4990
0
0
AMGEN INC
COM
031162100
1099
5785
SH
SOLE
5785
0
0
APPLE INC
COM
037833100
2702
14226
SH
SOLE
14226
0
0
AQUA AMERICA INC
COM
03836W103
122
3360
SH
SOLE
3360
0
0
AT&T INC
COM
00206R102
1545
49275
SH
SOLE
49275
0
0
AUTOMATIC DATA PROCESSING
COM
053015103
64
400
SH
SOLE
400
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
80
400
SH
SOLE
400
0
0
BLACKROCK INC
COM
09247X101
2215
5182
SH
SOLE
5182
0
0
BOOKING HLDGS INC
COM
09857L108
1759
1008
SH
SOLE
1008
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
67
1400
SH
SOLE
1400
0
0
CANADIAN NATL RY CO
COM
136375102
89
1000
SH
SOLE
1000
0
0
CARNIVAL CORP
UNIT 99/99/9999
143658300
1494
29455
SH
SOLE
29455
0
0
CELGENE CORP
COM
151020104
1199
12705
SH
SOLE
12705
0
0
CHARLES RIV LABS INTL INC
COM
159864107
109
750
SH
SOLE
750
0
0
CHARTER COMMUNICATIONS INC
CL A
16119P108
2
6
SH
SOLE
6
0
0
CHEVRON CORP NEW
COM
166764100
1963
15939
SH
SOLE
15939
0
0
CHUBB LIMITED
COM
H1467J104
1740
12425
SH
SOLE
12425
0
0
CIGNA CORP NEW
COM
125523100
96
594
SH
SOLE
594
0
0
CISCO SYS INC
COM
17275R102
2201
40758
SH
SOLE
40758
0
0
COLUMBIA SPORTSWEAR CO
COM
198516106
21
200
SH
SOLE
200
0
0
DISNEY WALT CO
COM DISNEY
254687106
1841
16585
SH
SOLE
16585
0
0
DOMINION ENERGY INC
COM
25746U109
161
2100
SH
SOLE
2100
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
95
1050
SH
SOLE
1050
0
0
EBAY INC
COM
278642103
82
2214
SH
SOLE
2214
0
0
ENTERPRISE PRODS PARTNERS
COM
293792107
12
400
SH
SOLE
400
0
0
EOG RES INC
COM
26875P101
502
5270
SH
SOLE
5270
0
0
EXXON MOBIL CORP
COM
30231G102
186
2305
SH
SOLE
2305
0
0
FACEBOOK INC
CL A
30303M102
1958
11745
SH
SOLE
11745
0
0
GENERAL ELECTRIC CO
COM
369604103
65
6500
SH
SOLE
6500
0
0
GENERAL MLS INC
COM
370334104
21
400
SH
SOLE
400
0
0
HERITAGE FINL CORP WASH
COM
42722X106
23
778
SH
SOLE
778
0
0
HERSHEY CO
COM
427866108
17
150
SH
SOLE
150
0
0
HONEYWELL INTL INC
COM
438516106
2096
13190
SH
SOLE
13190
0
0
HORIZON BANCORP INC
COM
440407104
16
1012
SH
SOLE
1012
0
0
INTEL CORP
COM
458140100
43
800
SH
SOLE
800
0
0
INTERNATIONAL BUSINESS MAC
COM
459200101
162
1150
SH
SOLE
1150
0
0
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BULSHS 2022 CB
46138J882
235
11105
SH
SOLE
11105
0
0
INVESCO EXCH TRD SLF IDX F
BULSHS 2021 CB
46138J700
896
42595
SH
SOLE
42595
0
0
INVESCO EXCH TRD SLF IDX F
BULSHS 2020 CB
46138J502
772
36365
SH
SOLE
36365
0
0
INVESCO EXCHANGE TRADED FD
S&P500 EQL WGT
46137V357
167
1597
SH
SOLE
1597
0
0
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VAR RATE PFD
46138G870
1004
40835
SH
SOLE
40835
0
0
INVESCO EXCHNG TRADED FD T
PFD ETF
46138E511
69
4750
SH
SOLE
4750
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0
INVESCO QQQ TR
UNIT SER 1
46090E103
182
1015
SH
SOLE
1015
0
0
ISHARES GOLD TRUST
ISHARES
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SH
SOLE
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ISHARES INC
CORE MSCI EMKT
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SH
SOLE
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0
0
ISHARES INC
MSCI FRNTR100ETF
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91
3199
SH
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ISHARES INC
MSCI JPN ETF NEW
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137
2510
SH
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ISHARES INC
MSCI ISRAEL ETF
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150
SH
SOLE
150
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0
ISHARES INC
EM MKT SM-CP ETF
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137
3055
SH
SOLE
3055
0
0
ISHARES TR
0-5 YR TIPS ETF
46429B747
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26350
SH
SOLE
26350
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0
ISHARES TR
1 3 YR TREAS BD
464287457
232
2760
SH
SOLE
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0
ISHARES TR
EAFE SML CP ETF
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117
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SOLE
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0
ISHARES TR
IBOXX INV CP ETF
464287242
81
680
SH
SOLE
680
0
0
ISHARES TR
U.S. TECH ETF
464287721
1953
10247
SH
SOLE
10247
0
0
ISHARES TR
RUS MID CAP ETF
464287499
8
150
SH
SOLE
150
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
11
75
SH
SOLE
75
0
0
ISHARES TR
RUS 1000 GRW ETF
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182
1200
SH
SOLE
1200
0
0
ISHARES TR
S&P 500 GRWT ETF
464287309
16
90
SH
SOLE
90
0
0
ISHARES TR
CORE S&P500 ETF
464287200
3825
13441
SH
SOLE
13441
0
0
ISHARES TR
MSCI INDIA ETF
46429B598
39
1100
SH
SOLE
1100
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0
ISHARES TR
CORE S&P SCP ETF
464287804
176
2276
SH
SOLE
2276
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0
ISHARES TR
CORE S&P MCP ETF
464287507
216
1143
SH
SOLE
1143
0
0
ISHARES TR
SH TR CRPORT ETF
464288646
273
5160
SH
SOLE
5160
0
0
ISHARES TR
CORE MSCI EURO
46434V738
110
2400
SH
SOLE
2400
0
0
ISHARES TR
NASDAQ BIOTECH
464287556
901
8055
SH
SOLE
8055
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
2128
24615
SH
SOLE
24615
0
0
ISHARES TR
FLTG RATE NT ETF
46429B655
4847
95205
SH
SOLE
95205
0
0
ISHARES TR
JPMORGAN USD EMG
464288281
1994
18115
SH
SOLE
18115
0
0
ISHARES TR
MSCI EMG MKT ETF
464287234
364
8470
SH
SOLE
8470
0
0
JBG SMITH PPTYS
COM
46590V100
37
885
SH
SOLE
885
0
0
JOHNSON & JOHNSON
COM
478160104
603
4315
SH
SOLE
4315
0
0
JPMORGAN CHASE & CO
COM
46625H100
2294
22657
SH
SOLE
22657
0
0
KEYCORP NEW
COM
493267108
771
48975
SH
SOLE
48975
0
0
KROGER CO
COM
501044101
49
2000
SH
SOLE
2000
0
0
LABORATORY CORP AMER HLDGS
COM NEW
50540R409
1885
12325
SH
SOLE
12325
0
0
LAM RESEARCH CORP
COM
512807108
1677
9370
SH
SOLE
9370
0
0
LYONDELLBASELL INDUSTRIES
SHS - A -
N53745100
1316
15655
SH
SOLE
15655
0
0
MARATHON OIL CORP
COM
565849106
530
31700
SH
SOLE
31700
0
0
MARRIOTT INTL INC NEW
CL A
571903202
55
442
SH
SOLE
442
0
0
MARRIOTT VACTINS WORLDWID
COM
57164Y107
43
460
SH
SOLE
460
0
0
MASTERCARD INC
CL A
57636Q104
2443
10375
SH
SOLE
10375
0
0
MERCK & CO INC
COM
58933Y105
2257
27135
SH
SOLE
27135
0
0
MICROSOFT CORP
COM
594918104
3078
26095
SH
SOLE
26095
0
0
NIKE INC
CL B
654106103
1825
21670
SH
SOLE
21670
0
0
NUVEEN VIRGINIA QLTY MUNCP
COM
67064R102
31
2452
SH
SOLE
2452
0
0
ORACLE CORP
COM
68389X105
2042
38010
SH
SOLE
38010
0
0
PAYPAL HLDGS INC
COM
70450Y103
93
900
SH
SOLE
900
0
0
PEPSICO INC
COM
713448108
676
5520
SH
SOLE
5520
0
0
PETROLEO BRASILEIRO SA PET
SPONSORED ADR
71654V408
19
1170
SH
SOLE
1170
0
0
PFIZER INC
COM
717081103
94
2214
SH
SOLE
2214
0
0
PNC FINL SVCS GROUP INC
COM
693475105
1674
13650
SH
SOLE
13650
0
0
POPE RES DEL LTD PARTNERSH
DEPOSITRY RCPT
732857107
67
1010
SH
SOLE
1010
0
0
PROCTER AND GAMBLE CO
COM
742718109
125
1200
SH
SOLE
1200
0
0
PUBLIC SVC ENTERPRISE GRP
COM
744573106
12
200
SH
SOLE
200
0
0
ROYAL DUTCH SHELL PLC
SPONS ADR A
780259206
1380
22050
SH
SOLE
22050
0
0
SAUL CTRS INC
COM
804395101
17
325
SH
SOLE
325
0
0
SCHLUMBERGER LTD
COM
806857108
91
2100
SH
SOLE
2100
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
3
25
SH
SOLE
25
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
19
205
SH
SOLE
205
0
0
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
12
200
SH
SOLE
200
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0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
167
2250
SH
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2250
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SELECT SECTOR SPDR TR
SBI INT-FINL
81369Y605
3
100
SH
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100
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SELECT SECTOR SPDR TR
ENERGY
81369Y506
248
3750
SH
SOLE
3750
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SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
12
265
SH
SOLE
265
0
0
SIMON PPTY GROUP INC NEW
COM
828806109
9
50
SH
SOLE
50
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
24
85
SH
SOLE
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0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
56
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SH
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161
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0
SPDR SER TR
NUVEEN BRC MUNIC
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1513
30700
SH
SOLE
30700
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SPDR SERIES TRUST
PORTFOLIO SHORT
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21
700
SH
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700
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SPDR SERIES TRUST
S&P REGL BKG
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360
7020
SH
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7020
0
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SPDR SERIES TRUST
BLMBRG BRC CNVRT
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418
8000
SH
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SSGA ACTIVE ETF TR
SPDR TR TACTIC
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SH
SOLE
29900
0
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STARBUCKS CORP
COM
855244109
17
224
SH
SOLE
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0
0
STRYKER CORP
COM
863667101
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SH
SOLE
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0
TAIWAN SEMICONDUCTOR MFG L
SPONSORED ADS
874039100
30
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SH
SOLE
725
0
0
TAPESTRY INC
COM
876030107
112
3450
SH
SOLE
3450
0
0
TARGET CORP
COM
87612E106
2192
27306
SH
SOLE
27306
0
0
TRAVELERS COMPANIES INC
COM
89417E109
1809
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SH
SOLE
13190
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
449
3485
SH
SOLE
3485
0
0
US BANCORP DEL
COM NEW
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37
778
SH
SOLE
778
0
0
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
8
100
SH
SOLE
100
0
0
VANGUARD BD INDEX FD INC
TOTAL BND MRKT
921937835
9
105
SH
SOLE
105
0
0
VANGUARD BD INDEX FD INC
INTERMED TERM
921937819
123
1460
SH
SOLE
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VANGUARD INDEX FDS
TOTAL STK MKT
922908769
33
225
SH
SOLE
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0
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VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
40
462
SH
SOLE
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0
0
VANGUARD INTL EQUITY INDEX
ALLWRLD EX US
922042775
15
300
SH
SOLE
300
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
1858
31430
SH
SOLE
31430
0
0
WABTEC CORP
COM
929740108
3
34
SH
SOLE
34
0
0
WALGREENS BOOTS ALLIANCE I
COM
931427108
1618
25579
SH
SOLE
25579
0
0
WHIRLPOOL CORP
COM
963320106
1693
12740
SH
SOLE
12740
0
0
ZIMMER BIOMET HLDGS INC
COM
98956P102
15
120
SH
SOLE
120
0
0