New Potomac Partners, LLC Top Holdings and 13F Report (2024) About New Potomac Partners, LLCInvestment ActivityNew Potomac Partners, LLC has $194.63 million in total holdings as of December 31, 2023.New Potomac Partners, LLC owns shares of 152 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 4.00% of the portfolio was purchased this quarter.About 2.40% of the portfolio was sold this quarter.This quarter, New Potomac Partners, LLC has purchased 83 new stocks and bought additional shares in 14 stocks.New Potomac Partners, LLC sold shares of 48 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Gold Trust $11,140,305Apple $8,758,101Microsoft $8,591,128iShares Core S&P 500 ETF $7,609,410iShares MSCI Emerging Markets ex China ETF $5,173,268 Largest New Holdings this Quarter 09260D107 - Blackstone $241,379 Holding81369Y209 - Health Care Select Sector SPDR Fund $183,746 Holding46435G474 - iShares Fallen Angels USD Bond ETF $181,811 Holding931142103 - Walmart $180,103 Holding808513105 - Charles Schwab $174,987 Holding Largest Purchases this Quarter SPDR Doubleline Total Return Tactical ETF 15,368 shares (about $636.24K)Invesco BulletShares 2028 Corporate Bond ETF 29,900 shares (about $614.74K)iShares 3-7 Year Treasury Bond ETF 3,161 shares (about $378.07K)Walt Disney 3,670 shares (about $353.02K)Invesco BulletShares 2026 Corporate Bond ETF 15,360 shares (about $300.44K) Largest Sales this Quarter iShares MSCI Japan ETF 7,507 shares (about $537.13K)Simon Property Group 2,984 shares (about $504.36K)iShares Core S&P 500 ETF 680 shares (about $392.24K)Meta Platforms 451 shares (about $258.17K)AbbVie 1,205 shares (about $237.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew Potomac Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIAUiShares Gold Trust$11,140,305$138,663 ▼-1.2%224,1515.7%FinanceAAPLApple$8,758,101$94,366 ▼-1.1%37,5884.5%Computer and TechnologyMSFTMicrosoft$8,591,128$81,759 ▼-0.9%19,9654.4%Computer and TechnologyIVViShares Core S&P 500 ETF$7,609,410$392,238 ▼-4.9%13,1923.9%ETFEMXCiShares MSCI Emerging Markets ex China ETF$5,173,268$28,111 ▼-0.5%84,6552.7%ManufacturingIEIiShares 3-7 Year Treasury Bond ETF$4,840,774$378,071 ▲8.5%40,4732.5%ETFORCLOracle$4,836,293$191,189 ▼-3.8%28,3822.5%Computer and TechnologyGOOGAlphabet$4,773,777$114,525 ▼-2.3%28,5532.5%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$4,289,281$4,053 ▲0.1%42,3342.2%ETFTOTLSPDR Doubleline Total Return Tactical ETF$4,275,171$636,235 ▲17.5%103,2652.2%ETFMETAMeta Platforms$4,247,505$258,170 ▼-5.7%7,4202.2%Computer and TechnologyBKNGBooking$4,228,969$223,242 ▼-5.0%1,0042.2%Retail/WholesaleABBVAbbVie$4,084,874$237,963 ▼-5.5%20,6852.1%MedicalLRCXLam Research$3,889,438$61,206 ▼-1.5%4,7662.0%Computer and TechnologyNVDANVIDIA$3,859,971$102,374 ▼-2.6%31,7852.0%Computer and TechnologyBSCQInvesco BulletShares 2026 Corporate Bond ETF$3,709,828$300,442 ▲8.8%189,6641.9%ETFBLKBlackRock$3,660,362$180,407 ▼-4.7%3,8551.9%FinanceHONHoneywell International$3,640,577$47,543 ▲1.3%17,6121.9%Multi-Sector ConglomeratesHDHome Depot$3,581,659$46,599 ▼-1.3%8,8391.8%Retail/WholesaleSPGSimon Property Group$3,571,055$504,356 ▼-12.4%21,1281.8%FinanceJPMJPMorgan Chase & Co.$3,369,170$56,933 ▼-1.7%15,9781.7%FinanceBSCSInvesco BulletShares 2028 Corporate Bond ETF$3,325,580$614,744 ▲22.7%161,7501.7%ETFAMPAmeriprise Financial$3,310,752$73,290 ▼-2.2%7,0471.7%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$3,140,016$173,536 ▲5.8%159,2301.6%ETFMAMastercard$3,081,806$172,336 ▼-5.3%6,2411.6%Business ServicesBSCPInvesco BulletShares 2025 Corporate Bond ETF$3,014,591$75,889 ▲2.6%145,9851.5%ETFTGTTarget$2,907,569$20,262 ▼-0.7%18,6551.5%Retail/WholesaleMRKMerck & Co., Inc.$2,856,356$140,813 ▲5.2%25,1531.5%MedicalPEPPepsiCo$2,825,2110.0%16,6141.5%Consumer StaplesCMICummins$2,685,839$80,624 ▼-2.9%8,2951.4%Auto/Tires/TrucksCBChubb$2,653,188$87,959 ▼-3.2%9,2001.4%FinanceANGLVanEck Fallen Angel High Yield Bond ETF$2,551,612$3,382 ▲0.1%86,7601.3%ManufacturingDRIDarden Restaurants$2,510,205$32,005 ▼-1.3%15,2941.3%Retail/WholesaleLABCORP HOLDINGS INC$2,469,231$13,409 ▼-0.5%11,0491.3%COM SHSIYWiShares U.S. Technology ETF$2,370,124$38,663 ▼-1.6%15,6321.2%ManufacturingADBEAdobe$2,191,245$76,631 ▼-3.4%4,2321.1%Computer and TechnologyDISWalt Disney$2,168,508$353,017 ▲19.4%22,5441.1%Consumer DiscretionarySYKStryker$2,164,309$36,126 ▼-1.6%5,9911.1%MedicalAMZNAmazon.com$2,096,772$4,658 ▼-0.2%11,2531.1%Retail/WholesaleFPEFirst Trust Preferred Securities and Income ETF$2,084,668$81,903 ▼-3.8%115,1751.1%ETFABTAbbott Laboratories$2,044,770$90,638 ▼-4.2%17,9351.1%MedicalCVXChevron$1,976,645$18,409 ▼-0.9%13,4221.0%EnergyRSPInvesco S&P 500 Equal Weight ETF$1,680,700$896 ▼-0.1%9,3810.9%ETFCOPConocoPhillips$1,599,520$32,110 ▼-2.0%15,1930.8%EnergyGLDSPDR Gold Shares$1,511,8340.0%6,2200.8%FinanceIEFiShares 7-10 Year Treasury Bond ETF$1,454,433$6,378 ▼-0.4%14,8230.7%ETFNKENIKE$1,428,1020.0%16,1550.7%Consumer DiscretionaryBIVVanguard Intermediate-Term Bond ETF$1,355,488$121,630 ▲9.9%17,2960.7%ETFSLViShares Silver Trust$1,283,735$120,885 ▼-8.6%45,1860.7%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$1,236,365$124,397 ▼-9.1%58,5400.6%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,119,872$10,762 ▼-1.0%11,9670.6%ETFVWOBVanguard Emerging Markets Government Bond ETF$1,014,931$13,274 ▼-1.3%15,2920.5%ETFTLHiShares 10-20 Year Treasury Bond ETF$945,924$9,840 ▼-1.0%8,6520.5%ETFTFISPDR Nuveen ICE Municipal Bond ETF$926,064$9,366 ▼-1.0%19,7750.5%FinanceIEFAiShares Core MSCI EAFE ETF$887,0390.0%11,3650.5%ETFXLKTechnology Select Sector SPDR Fund$867,370$18,287 ▼-2.1%3,8420.4%ETFMARMarriott International$845,2400.0%3,4000.4%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$814,5750.0%2,1700.4%ETFMUBiShares National Muni Bond ETF$714,7860.0%6,5800.4%ETFXOMExxon Mobil$675,9900.0%5,7670.3%EnergyIJHiShares Core S&P Mid-Cap ETF$603,071$62 ▲0.0%9,6770.3%ETFUNHUnitedHealth Group$578,5330.0%9890.3%MedicalIJRiShares Core S&P Small-Cap ETF$569,479$8,070 ▼-1.4%4,8690.3%ETFVIGIVanguard International Dividend Appreciation ETF$550,691$1,589 ▲0.3%6,2380.3%ETFIBMInternational Business Machines$549,4370.0%2,4850.3%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$547,3410.0%11,1000.3%ManufacturingBNDVanguard Total Bond Market ETF$494,9750.0%6,5900.3%ETFIBBiShares Biotechnology ETF$467,376$21,840 ▼-4.5%3,2100.2%FinanceGOOGLAlphabet$450,283$4,976 ▼-1.1%2,7150.2%Computer and TechnologyQQQInvesco QQQ$375,8140.0%7700.2%FinancePGProcter & Gamble$374,541$17,324 ▼-4.4%2,1620.2%Consumer StaplesBRK.BBerkshire Hathaway$372,8110.0%8100.2%FinanceJNJJohnson & Johnson$370,689$176,835 ▼-32.3%2,2870.2%MedicalCICigna Group$332,9060.0%9610.2%MedicalMMCMarsh & McLennan Companies$316,8190.0%1,4200.2%FinanceLMTLockheed Martin$300,4350.0%5140.2%AerospaceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$279,572$5,266 ▼-1.8%5,3090.1%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$266,7770.0%7,7800.1%ETFGSThe Goldman Sachs Group$260,7890.0%5270.1%FinanceTRVTravelers Companies$259,640$17,559 ▼-6.3%1,1090.1%FinanceBXBlackstone$241,379$241,379 ▲New Holding1,5760.1%FinanceCSXCSX$238,3410.0%6,9020.1%TransportationWTMWhite Mountains Insurance Group$220,5060.0%1300.1%FinanceXLVHealth Care Select Sector SPDR Fund$183,746$183,746 ▲New Holding1,1930.1%ETFFALNiShares Fallen Angels USD Bond ETF$181,811$181,811 ▲New Holding6,6500.1%ManufacturingWMTWalmart$180,103$180,103 ▲New Holding2,2300.1%Retail/WholesaleSCHWCharles Schwab$174,987$174,987 ▲New Holding2,7000.1%FinanceXPOXPO$161,265$161,265 ▲New Holding1,5000.1%TransportationSCHXSchwab US Large-Cap ETF$153,502$153,502 ▲New Holding2,2620.1%ETFFDXFedEx$153,446$153,446 ▲New Holding5610.1%TransportationZTSZoetis$152,337$152,337 ▲New Holding7800.1%MedicalVBRVanguard Small-Cap Value ETF$148,578$148,578 ▲New Holding7400.1%ETFXLPConsumer Staples Select Sector SPDR Fund$141,515$141,515 ▲New Holding1,7050.1%ETFKMBKimberly-Clark$136,493$136,493 ▲New Holding9590.1%Consumer StaplesTSMTaiwan Semiconductor Manufacturing$125,911$125,911 ▲New Holding7250.1%Computer and TechnologyBACBank of America$123,342$123,342 ▲New Holding3,1080.1%FinanceSOSouthern$122,272$122,272 ▲New Holding1,3560.1%UtilitiesEQREquity Residential$120,893$120,893 ▲New Holding1,6240.1%FinanceCLXClorox$118,104$118,104 ▲New Holding7250.1%Consumer StaplesADPAutomatic Data Processing$110,692$110,692 ▲New Holding4000.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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