0001104659-18-049382.txt : 20180803 0001104659-18-049382.hdr.sgml : 20180803 20180803100613 ACCESSION NUMBER: 0001104659-18-049382 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180803 DATE AS OF CHANGE: 20180803 EFFECTIVENESS DATE: 20180803 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: 18990601 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 06-30-2018 06-30-2018 false New Potomac Partners, LLC

4330 EAST-WEST HWY, STE 416 Bethesda MD 20814

13F HOLDINGS REPORT 028-18595 N David L Straus 240-253-4278 David L Straus Bethesda MD 08-02-2018 0 147 103504 false INFORMATION TABLE 2 a18-18106_1informationtable.xml INFORMATION TABLE ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 1880 27150 SH SOLE 27150 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 107 1055 SH SOLE 1055 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 1734 13655 SH SOLE 13655 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 100 4865 SH SOLE 4865 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2020 CB 46138J502 501 23790 SH SOLE 23790 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 13 120 SH SOLE 120 0 0 EXXON MOBIL CORP COM 30231G102 222 2680 SH SOLE 2680 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 3 25 SH SOLE 25 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 41 495 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 156 2250 SH SOLE 2250 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 100 3765 SH SOLE 3765 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 76 1000 SH SOLE 1000 0 0 AQUA AMERICA INC COM 03836W103 118 3360 SH SOLE 3360 0 0 WALMART INC COM 931142103 6 74 SH SOLE 74 0 0 WALGREENS BOOTS ALLIANCE INC COM 931427108 1558 25952 SH SOLE 25952 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 1843 36640 SH SOLE 36640 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 32 225 SH SOLE 225 0 0 INVESCO EXCHNG TRADED FD TR VAR RATE PFD 46138G870 1262 50795 SH SOLE 50795 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 9 110 SH SOLE 110 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 16 300 SH SOLE 300 0 0 MARRIOTT VACATIONS WRLDWDE C COM 57164Y107 78 690 SH SOLE 690 0 0 UNITED TECHNOLOGIES CORP COM 913017109 751 6010 SH SOLE 6010 0 0 UNION PAC CORP COM 907818108 130 920 SH SOLE 920 0 0 TELUS CORP COM 87971M103 36 1020 SH SOLE 1020 0 0 TRAVELERS COMPANIES INC COM 89417E109 2017 16485 SH SOLE 16485 0 0 TRANSCANADA CORP COM 89353D107 43 1000 SH SOLE 1000 0 0 TAPESTRY INC COM 876030107 1965 42060 SH SOLE 42060 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 2576 54180 SH SOLE 54180 0 0 TARGET CORP COM 87612E106 2501 32856 SH SOLE 32856 0 0 SPDR SER TR NUVEEN BRC MUNIC 78468R721 1634 34050 SH SOLE 34050 0 0 TE CONNECTIVITY LTD REG SHS H84989104 5 50 SH SOLE 50 0 0 AT&T INC COM 00206R102 822 25588 SH SOLE 25588 0 0 STRYKER CORP COM 863667101 923 5465 SH SOLE 5465 0 0 ISHARES TR 0-5 YR TIPS ETF 46429B747 3734 37455 SH SOLE 37455 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 49 180 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 26 150 SH SOLE 150 0 0 SCHLUMBERGER LTD COM 806857108 34 500 SH SOLE 500 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 137 1640 SH SOLE 1640 0 0 ISHARES TR EAFE SML CP ETF 464288273 127 2023 SH SOLE 2023 0 0 SCANA CORP NEW COM 80589M102 3 75 SH SOLE 75 0 0 STARBUCKS CORP COM 855244109 11 224 SH SOLE 224 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 178 1035 SH SOLE 1035 0 0 PAYPAL HLDGS INC COM 70450Y103 92 1100 SH SOLE 1100 0 0 POPE RES DEL LTD PARTNERSHIP DEPOSITRY RCPT 732857107 74 1010 SH SOLE 1010 0 0 PENTAIR PLC SHS G7S00T104 1 21 SH SOLE 21 0 0 PNC FINL SVCS GROUP INC COM 693475105 2222 16450 SH SOLE 16450 0 0 INVESCO EXCHNG TRADED FD TR PFD ETF 46138E511 329 22600 SH SOLE 22600 0 0 PROCTER AND GAMBLE CO COM 742718109 94 1200 SH SOLE 1200 0 0 PEPSICO INC COM 713448108 615 5645 SH SOLE 5645 0 0 PUBLIC SVC ENTERPRISE GROUP COM 744573106 16 299 SH SOLE 299 0 0 ORACLE CORP COM 68389X105 1857 42155 SH SOLE 42155 0 0 NVENT ELECTRIC PLC SHS G6700G107 1 21 SH SOLE 21 0 0 NUVEEN VIRGINIA QLTY MUNCPL COM 67064R102 31 2452 SH SOLE 2452 0 0 NORTHROP GRUMMAN CORP COM 666807102 100 325 SH SOLE 325 0 0 NIKE INC CL B 654106103 2287 28705 SH SOLE 28705 0 0 NETFLIX INC COM 64110L106 78 200 SH SOLE 200 0 0 MICROSOFT CORP COM 594918104 2884 29245 SH SOLE 29245 0 0 MARATHON OIL CORP COM 565849106 1608 77100 SH SOLE 77100 0 0 MERCK & CO INC COM 58933Y105 1725 28420 SH SOLE 28420 0 0 MPLX LP COM UNIT REP LTD 55336V100 27 801 SH SOLE 801 0 0 ALTRIA GROUP INC COM 02209S103 85 1500 SH SOLE 1500 0 0 MALLINCKRODT PUB LTD CO SHS G5785G107 0 9 SH SOLE 9 0 0 3M CO COM 88579Y101 79 400 SH SOLE 400 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 58 164 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 81 640 SH SOLE 640 0 0 MASTERCARD INCORPORATED CL A 57636Q104 2231 11355 SH SOLE 11355 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 1872 17040 SH SOLE 17040 0 0 ISHARES TR IBOXX INV CP ETF 464287242 44 380 SH SOLE 380 0 0 LOCKHEED MARTIN CORP COM 539830109 74 250 SH SOLE 250 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 2242 12490 SH SOLE 12490 0 0 KEYCORP NEW COM 493267108 1852 94765 SH SOLE 94765 0 0 JPMORGAN CHASE & CO COM 46625H100 2597 24927 SH SOLE 24927 0 0 JOHNSON & JOHNSON COM 478160104 531 4375 SH SOLE 4375 0 0 JBG SMITH PPTYS COM 46590V100 32 885 SH SOLE 885 0 0 ISHARES TR U.S. TECH ETF 464287721 1672 9380 SH SOLE 9380 0 0 ISHARES TR RUS MID CAP ETF 464287499 16 75 SH SOLE 75 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 12 75 SH SOLE 75 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 183 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 3788 13872 SH SOLE 13872 0 0 ISHARES TR US HOME CONS ETF 464288752 368 9650 SH SOLE 9650 0 0 INTEL CORP COM 458140100 40 800 SH SOLE 800 0 0 ISHARES TR MSCI INDIA ETF 46429B598 37 1100 SH SOLE 1100 0 0 ISHARES TR CORE S&P SCP ETF 464287804 182 2175 SH SOLE 2175 0 0 ISHARES TR CORE S&P MCP ETF 464287507 226 1160 SH SOLE 1160 0 0 ISHARES TR CORE MSCI EURO 46434V738 114 2400 SH SOLE 2400 0 0 ISHARES INC CORE MSCI EMKT 46434G103 3162 60221 SH SOLE 60221 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 163 1168 SH SOLE 1168 0 0 ISHARES TR NASDAQ BIOTECH 464287556 897 8165 SH SOLE 8165 0 0 ISHARES GOLD TRUST ISHARES 464285105 2098 174525 SH SOLE 174525 0 0 HERSHEY CO COM 427866108 1289 13850 SH SOLE 13850 0 0 HONEYWELL INTL INC COM 438516106 1955 13570 SH SOLE 13570 0 0 HORIZON BANCORP INC COM 440407104 21 1012 SH SOLE 1012 0 0 ALPHABET INC CAP STK CL A 02079K305 358 317 SH SOLE 317 0 0 ALPHABET INC CAP STK CL C 02079K107 2413 2163 SH SOLE 2163 0 0 GENERAL MLS INC COM 370334104 18 400 SH SOLE 400 0 0 GENERAL ELECTRIC CO COM 369604103 140 10300 SH SOLE 10300 0 0 GENERAL DYNAMICS CORP COM 369550108 67 360 SH SOLE 360 0 0 ISHARES INC MSCI FRNTR100ETF 464286145 69 2400 SH SOLE 2400 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 5127 100535 SH SOLE 100535 0 0 FACEBOOK INC CL A 30303M102 2396 12330 SH SOLE 12330 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 116 2000 SH SOLE 2000 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 11 400 SH SOLE 400 0 0 EOG RES INC COM 26875P101 62 500 SH SOLE 500 0 0 ISHARES TR JPMORGAN USD EMG 464288281 1685 15785 SH SOLE 15785 0 0 ISHARES INC MSCI ISRAEL ETF 464286632 8 150 SH SOLE 150 0 0 ISHARES INC EM MKT SM-CP ETF 464286475 146 3055 SH SOLE 3055 0 0 EBAY INC COM 278642103 143 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 83 1050 SH SOLE 1050 0 0 DISNEY WALT CO COM DISNEY 254687106 1741 16615 SH SOLE 16615 0 0 DOMINION ENERGY INC COM 25746U109 320 4695 SH SOLE 4695 0 0 SPDR SERIES TRUST BLMBRG BRC CNVRT 78464A359 501 9450 SH SOLE 9450 0 0 CHEVRON CORP NEW COM 166764100 2142 16944 SH SOLE 16944 0 0 ISHARES TR 1 3 YR CR BD ETF 464288646 633 6100 SH SOLE 6100 0 0 CISCO SYS INC COM 17275R102 1879 43663 SH SOLE 43663 0 0 CHARLES RIV LABS INTL INC COM 159864107 84 750 SH SOLE 750 0 0 COLUMBIA SPORTSWEAR CO COM 198516106 18 200 SH SOLE 200 0 0 CANADIAN NATL RY CO COM 136375102 82 1000 SH SOLE 1000 0 0 CUMMINS INC COM 231021106 133 1000 SH SOLE 1000 0 0 CELGENE CORP COM 151020104 718 9040 SH SOLE 9040 0 0 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 31 390 SH SOLE 390 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 615 29620 SH SOLE 29620 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 75 400 SH SOLE 400 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 22 400 SH SOLE 400 0 0 BLACKROCK INC COM 09247X101 2549 5107 SH SOLE 5107 0 0 BOOKING HLDGS INC COM 09857L108 2165 1068 SH SOLE 1068 0 0 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 191 2360 SH SOLE 2360 0 0 SAUL CTRS INC COM 804395101 9 166 SH SOLE 166 0 0 BANK AMER CORP COM 060505104 28 1000 SH SOLE 1000 0 0 BOEING CO COM 097023105 158 470 SH SOLE 470 0 0 AMAZON COM INC COM 023135106 195 115 SH SOLE 115 0 0 AMGEN INC COM 031162100 1096 5936 SH SOLE 5936 0 0 AIR LEASE CORP CL A 00912X302 42 1000 SH SOLE 1000 0 0 AVANGRID INC COM 05351W103 53 1000 SH SOLE 1000 0 0 AMERICAN ELEC PWR INC COM 025537101 491 7095 SH SOLE 7095 0 0 AUTOMATIC DATA PROCESSING IN COM 053015103 54 400 SH SOLE 400 0 0 ABBOTT LABS COM 002824100 27 450 SH SOLE 450 0 0 ABBVIE INC COM 00287Y109 2151 23215 SH SOLE 23215 0 0 APPLE INC COM 037833100 2713 14656 SH SOLE 14656 0 0