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 LIVE 0001731466 XXXXXXXX 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 INVESCO EXCH TRD SLF IDX F 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 INVESCO EXCHNG TRADED FD T VAR RATE PFD 46138G870 1004 40835 SH SOLE 40835 0 0 INVESCO EXCHNG TRADED FD T PFD ETF 46138E511 69 4750 SH SOLE 4750 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 182 1015 SH SOLE 1015 0 0 ISHARES GOLD TRUST ISHARES 464285105 1381 111550 SH SOLE 111550 0 0 ISHARES INC CORE MSCI EMKT 46434G103 2906 56195 SH SOLE 56195 0 0 ISHARES INC MSCI FRNTR100ETF 464286145 91 3199 SH SOLE 3199 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 137 2510 SH SOLE 2510 0 0 ISHARES INC MSCI ISRAEL ETF 464286632 8 150 SH SOLE 150 0 0 ISHARES INC EM MKT SM-CP ETF 464286475 137 3055 SH SOLE 3055 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 2627 26350 SH SOLE 26350 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 232 2760 SH SOLE 2760 0 0 ISHARES TR EAFE SML CP ETF 464288273 117 2043 SH SOLE 2043 0 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 464287614 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 0 0 ISHARES TR CORE S&P SCP ETF 464287804 176 2276 SH SOLE 2276 0 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 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 167 2250 SH SOLE 2250 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 3 100 SH SOLE 100 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 248 3750 SH SOLE 3750 0 0 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 85 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 56 161 SH SOLE 161 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1513 30700 SH SOLE 30700 0 0 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 21 700 SH SOLE 700 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 360 7020 SH SOLE 7020 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 418 8000 SH SOLE 8000 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1446 29900 SH SOLE 29900 0 0 STARBUCKS CORP COM 855244109 17 224 SH SOLE 224 0 0 STRYKER CORP COM 863667101 1034 5235 SH SOLE 5235 0 0 TAIWAN SEMICONDUCTOR MFG L SPONSORED ADS 874039100 30 725 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 13190 SH SOLE 13190 0 0 UNITED TECHNOLOGIES CORP COM 913017109 449 3485 SH SOLE 3485 0 0 US BANCORP DEL COM NEW 902973304 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 1460 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 33 225 SH SOLE 225 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 40 462 SH SOLE 462 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