Chief Compliance Officer/Managing Partner

0001104659-19-041986.txt : 20190726 0001104659-19-041986.hdr.sgml : 20190726 20190726092830 ACCESSION NUMBER: 0001104659-19-041986 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190726 DATE AS OF CHANGE: 20190726 EFFECTIVENESS DATE: 20190726 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: 19976155 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 06-30-2019 06-30-2019 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 07-24-2019 0 137 98605 false INFORMATION TABLE 2 a19-13275_1informationtable.xml INFORMATION TABLE 3M CO COM 88579Y101 69 400 SH SOLE 400 0 0 ABBOTT LABS COM 002824100 38 450 SH SOLE 450 0 0 ABBVIE INC COM 00287Y109 995 13680 SH SOLE 13680 0 0 ALPHABET INC CAP STK CL A 02079K305 263 243 SH SOLE 243 0 0 ALPHABET INC CAP STK CL C 02079K107 2050 1897 SH SOLE 1897 0 0 ALTRIA GROUP INC COM 02209S103 47 1000 SH SOLE 1000 0 0 AMERICAN ELEC PWR CO INC COM 025537101 439 4990 SH SOLE 4990 0 0 AMERIPRISE FINL INC COM 03076C106 1847 12725 SH SOLE 12725 0 0 AMGEN INC COM 031162100 1007 5465 SH SOLE 5465 0 0 APPLE INC COM 037833100 2707 13676 SH SOLE 13676 0 0 AQUA AMERICA INC COM 03836W103 139 3360 SH SOLE 3360 0 0 AT&T INC COM 00206R102 1592 47518 SH SOLE 47518 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 66 400 SH SOLE 400 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 85 400 SH SOLE 400 0 0 BLACKROCK INC COM 09247X101 2366 5042 SH SOLE 5042 0 0 BOOKING HLDGS INC COM 09857L108 1773 946 SH SOLE 946 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 63 1400 SH SOLE 1400 0 0 CANADIAN NATL RY CO COM 136375102 92 1000 SH SOLE 1000 0 0 CARNIVAL CORP UNIT 99/99/9999 143658300 1332 28605 SH SOLE 28605 0 0 CELGENE CORP COM 151020104 1173 12685 SH SOLE 12685 0 0 CHARLES RIV LABS INTL INC COM 159864107 106 750 SH SOLE 750 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 2 6 SH SOLE 6 0 0 CHEVRON CORP NEW COM 166764100 1921 15439 SH SOLE 15439 0 0 CHUBB LIMITED COM H1467J104 1725 11710 SH SOLE 11710 0 0 CIGNA CORP NEW COM 125523100 94 594 SH SOLE 594 0 0 CISCO SYS INC COM 17275R102 2116 38663 SH SOLE 38663 0 0 COLUMBIA SPORTSWEAR CO COM 198516106 20 200 SH SOLE 200 0 0 DISNEY WALT CO COM DISNEY 254687106 2261 16195 SH SOLE 16195 0 0 DOMINION ENERGY INC COM 25746U109 162 2100 SH SOLE 2100 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 93 1050 SH SOLE 1050 0 0 EBAY INC COM 278642103 87 2214 SH SOLE 2214 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 12 400 SH SOLE 400 0 0 EOG RES INC COM 26875P101 458 4920 SH SOLE 4920 0 0 EXXON MOBIL CORP COM 30231G102 150 1955 SH SOLE 1955 0 0 FACEBOOK INC CL A 30303M102 2213 11465 SH SOLE 11465 0 0 GENERAL ELECTRIC CO COM 369604103 68 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 20 150 SH SOLE 150 0 0 HONEYWELL INTL INC COM 438516106 2210 12660 SH SOLE 12660 0 0 HORIZON BANCORP INC COM 440407104 17 1012 SH SOLE 1012 0 0 INTEL CORP COM 458140100 38 800 SH SOLE 800 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 131 950 SH SOLE 950 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 246 11505 SH SOLE 11505 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 888 41895 SH SOLE 41895 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 739 34765 SH SOLE 34765 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 172 1597 SH SOLE 1597 0 0 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 69 4750 SH SOLE 4750 0 0 INVESCO EXCHNG TRADED FD TR VAR RATE PFD 46138G870 1004 40260 SH SOLE 40260 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 165 885 SH SOLE 885 0 0 ISHARES GOLD TRUST ISHARES 464285105 1744 129150 SH SOLE 129150 0 0 ISHARES INC CORE MSCI EMKT 46434G103 2819 54795 SH SOLE 54795 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 112 2060 SH SOLE 2060 0 0 ISHARES INC MSCI FRNTR100ETF 464286145 78 2649 SH SOLE 2649 0 0 ISHARES INC MSCI ISRAEL ETF 464286632 8 150 SH SOLE 150 0 0 ISHARES INC EM MKT SM-CP ETF 464286475 107 2405 SH SOLE 2405 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 175 2060 SH SOLE 2060 0 0 ISHARES TR EAFE SML CP ETF 464288273 91 1593 SH SOLE 1593 0 0 ISHARES TR IBOXX INV CP ETF 464287242 85 680 SH SOLE 680 0 0 ISHARES TR U.S. TECH ETF 464287721 1988 10047 SH SOLE 10047 0 0 ISHARES TR RUS MID CAP ETF 464287499 8 150 SH SOLE 150 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 12 75 SH SOLE 75 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 189 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 3901 13236 SH SOLE 13236 0 0 ISHARES TR MSCI INDIA ETF 46429B598 30 850 SH SOLE 850 0 0 ISHARES TR CORE S&P SCP ETF 464287804 178 2276 SH SOLE 2276 0 0 ISHARES TR CORE S&P MCP ETF 464287507 222 1143 SH SOLE 1143 0 0 ISHARES TR NASDAQ BIOTECH 464287556 825 7565 SH SOLE 7565 0 0 ISHARES TR IBOXX HI YD ETF 464288513 2146 24615 SH SOLE 24615 0 0 ISHARES TR JPMORGAN USD EMG 464288281 2048 18075 SH SOLE 18075 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 363 8470 SH SOLE 8470 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 1956 19450 SH SOLE 19450 0 0 ISHARES TR SH TR CRPORT ETF 464288646 227 4250 SH SOLE 4250 0 0 ISHARES TR CORE MSCI EURO 46434V738 86 1850 SH SOLE 1850 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 4744 93155 SH SOLE 93155 0 0 JBG SMITH PPTYS COM 46590V100 35 885 SH SOLE 885 0 0 JOHNSON & JOHNSON COM 478160104 580 4165 SH SOLE 4165 0 0 JPMORGAN CHASE & CO COM 46625H100 2446 21877 SH SOLE 21877 0 0 KEYCORP NEW COM 493267108 382 21525 SH SOLE 21525 0 0 KROGER CO COM 501044101 43 2000 SH SOLE 2000 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 2075 12000 SH SOLE 12000 0 0 LAM RESEARCH CORP COM 512807108 1698 9040 SH SOLE 9040 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1297 15055 SH SOLE 15055 0 0 MARATHON OIL CORP COM 565849106 450 31700 SH SOLE 31700 0 0 MARRIOTT INTL INC NEW CL A 571903202 62 442 SH SOLE 442 0 0 MARRIOTT VACTINS WORLDWID CO COM 57164Y107 40 410 SH SOLE 410 0 0 MASTERCARD INC CL A 57636Q104 2562 9685 SH SOLE 9685 0 0 MERCK & CO INC COM 58933Y105 2200 26240 SH SOLE 26240 0 0 MICROSOFT CORP COM 594918104 3271 24420 SH SOLE 24420 0 0 NIKE INC CL B 654106103 1754 20895 SH SOLE 20895 0 0 NUVEEN VIRGINIA QLTY MUNCPL COM 67064R102 32 2452 SH SOLE 2452 0 0 ORACLE CORP COM 68389X105 2060 36160 SH SOLE 36160 0 0 PAYPAL HLDGS INC COM 70450Y103 94 825 SH SOLE 825 0 0 PEPSICO INC COM 713448108 711 5420 SH SOLE 5420 0 0 PETROLEO BRASILEIRO SA PETRO SPONSORED ADR 71654V408 18 1170 SH SOLE 1170 0 0 PFIZER INC COM 717081103 96 2214 SH SOLE 2214 0 0 PNC FINL SVCS GROUP INC COM 693475105 1553 11315 SH SOLE 11315 0 0 POPE RESOURCES A DELAWARE LP DEPOSITRY RCPT 732857107 69 1010 SH SOLE 1010 0 0 PROCTER AND GAMBLE CO COM 742718109 132 1200 SH SOLE 1200 0 0 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 12 200 SH SOLE 200 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1396 21450 SH SOLE 21450 0 0 SAUL CTRS INC COM 804395101 18 325 SH SOLE 325 0 0 SCHLUMBERGER LTD COM 806857108 83 2100 SH SOLE 2100 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 176 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 239 3750 SH SOLE 3750 0 0 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 7 150 SH SOLE 150 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 25 85 SH SOLE 85 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 57 161 SH SOLE 161 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 198 3750 SH SOLE 3750 0 0 SPDR SERIES TRUST NUVEEN BRC MUNIC 78468R721 1527 30450 SH SOLE 30450 0 0 SPDR SERIES TRUST PORTFOLIO SHORT 78464A474 22 700 SH SOLE 700 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 24 440 SH SOLE 440 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 1467 29900 SH SOLE 29900 0 0 STARBUCKS CORP COM 855244109 19 224 SH SOLE 224 0 0 STRYKER CORP COM 863667101 1076 5235 SH SOLE 5235 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 28 725 SH SOLE 725 0 0 TAPESTRY INC COM 876030107 44 1400 SH SOLE 1400 0 0 TARGET CORP COM 87612E106 2269 26196 SH SOLE 26196 0 0 TRAVELERS COMPANIES INC COM 89417E109 1755 11740 SH SOLE 11740 0 0 UNITED TECHNOLOGIES CORP COM 913017109 434 3335 SH SOLE 3335 0 0 US BANCORP DEL COM NEW 902973304 41 778 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 126 1460 SH SOLE 1460 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 23 150 SH SOLE 150 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 40 462 SH SOLE 462 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 15 300 SH SOLE 300 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1721 30130 SH SOLE 30130 0 0 WABTEC CORP COM 929740108 2 24 SH SOLE 24 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 739 13514 SH SOLE 13514 0 0 WHIRLPOOL CORP COM 963320106 1757 12340 SH SOLE 12340 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 14 120 SH SOLE 120 0 0