New Potomac Partners, LLC Top Holdings and 13F Report (2024) About New Potomac Partners, LLCInvestment ActivityNew Potomac Partners, LLC has $182.93 million in total holdings as of December 31, 2023.New Potomac Partners, LLC owns shares of 83 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 5.33% of the portfolio was purchased this quarter.About 3.72% of the portfolio was sold this quarter.This quarter, New Potomac Partners, LLC has purchased 86 new stocks and bought additional shares in 35 stocks.New Potomac Partners, LLC sold shares of 29 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Gold Trust $9,969,519Microsoft $9,008,474Apple $8,002,174iShares Core S&P 500 ETF $7,591,175Alphabet $5,362,834 Largest New Holdings this Quarter Darden Restaurants $2,343,796 HoldingLABCORP HOLDINGS INC $2,260,793 Holding Largest Purchases this Quarter NVIDIA 29,270 shares (about $3.62M)Darden Restaurants 15,489 shares (about $2.34M)LABCORP HOLDINGS INC 11,109 shares (about $2.26M)Invesco BulletShares 2026 Corporate Bond ETF 12,075 shares (about $231.54K)Invesco BulletShares 2028 Corporate Bond ETF 11,265 shares (about $224.74K) Largest Sales this Quarter Alphabet 2,116 shares (about $388.12K)JPMorgan Chase & Co. 1,127 shares (about $227.95K)Vanguard Emerging Markets Government Bond ETF 3,000 shares (about $188.73K)Lam Research 176 shares (about $187.41K)iShares Core MSCI EAFE ETF 2,130 shares (about $154.72K) 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$9,969,519$30,092 ▼-0.3%226,9415.4%FinanceMSFTMicrosoft$9,008,474$120,232 ▼-1.3%20,1554.9%Computer and TechnologyAAPLApple$8,002,174$58,342 ▲0.7%37,9934.4%Computer and TechnologyIVViShares Core S&P 500 ETF$7,591,175$60,195 ▼-0.8%13,8724.1%ETFGOOGAlphabet$5,362,834$388,117 ▼-6.7%29,2382.9%Computer and TechnologyLRCXLam Research$5,154,939$187,414 ▼-3.5%4,8412.8%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$5,038,808$87,616 ▼-1.7%85,1152.8%ManufacturingIEIiShares 3-7 Year Treasury Bond ETF$4,308,417$142,490 ▲3.4%37,3122.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$4,207,831$89,541 ▲2.2%42,2942.3%ETFBKNGBooking$4,187,306$27,731 ▲0.7%1,0572.3%Retail/WholesaleORCLOracle$4,165,965$46,737 ▼-1.1%29,5042.3%Computer and TechnologyNVDANVIDIA$4,030,864$3,616,017 ▲871.6%32,6282.2%Computer and TechnologyMETAMeta Platforms$3,968,716$99,836 ▼-2.5%7,8712.2%Computer and TechnologyABBVAbbVie$3,754,573$59,174 ▲1.6%21,8902.1%MedicalHONHoneywell International$3,711,753$44,416 ▲1.2%17,3822.0%Multi-Sector ConglomeratesSPGSimon Property Group$3,660,202$27,779 ▼-0.8%24,1122.0%FinanceTOTLSPDR Doubleline Total Return Tactical ETF$3,491,269$44,486 ▲1.3%87,8971.9%ETFBSCQInvesco BulletShares 2026 Corporate Bond ETF$3,342,280$231,538 ▲7.4%174,3041.8%ETFJPMJPMorgan Chase & Co.$3,286,368$227,950 ▼-6.5%16,2481.8%FinanceBLKBlackRock$3,184,710$6,299 ▲0.2%4,0451.7%FinanceHDHome Depot$3,082,406$21,688 ▲0.7%8,9541.7%Retail/WholesaleAMPAmeriprise Financial$3,077,050$57,671 ▼-1.8%7,2031.7%FinanceMRKMerck & Co., Inc.$2,960,409$19,189 ▲0.7%23,9131.6%MedicalBSCPInvesco BulletShares 2025 Corporate Bond ETF$2,910,240$32,720 ▲1.1%142,3101.6%ETFMAMastercard$2,907,245$103,231 ▼-3.4%6,5901.6%Business ServicesBSCRInvesco BulletShares 2027 Corporate Bond ETF$2,891,265$84,472 ▲3.0%150,4301.6%ETFTGTTarget$2,780,932$6,662 ▼-0.2%18,7851.5%Retail/WholesalePEPPepsiCo$2,740,148$27,708 ▲1.0%16,6141.5%Consumer StaplesBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,630,408$224,737 ▲9.3%131,8501.4%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,452,054$49,525 ▲2.1%86,6451.3%ManufacturingADBEAdobe$2,433,266$7,778 ▲0.3%4,3801.3%Computer and TechnologyCBChubb$2,424,536$3,316 ▲0.1%9,5051.3%FinanceIYWiShares U.S. Technology ETF$2,390,994$74,799 ▼-3.0%15,8871.3%ManufacturingCMICummins$2,366,090$13,293 ▼-0.6%8,5441.3%Auto/Tires/TrucksDRIDarden Restaurants$2,343,796$2,343,796 ▲New Holding15,4891.3%Retail/WholesaleLABCORP HOLDINGS INC$2,260,793$2,260,793 ▲New Holding11,1091.2%COM SHSAMZNAmazon.com$2,179,474$19,325 ▲0.9%11,2781.2%Retail/WholesaleCVXChevron$2,119,008$58,031 ▼-2.7%13,5471.2%Oils/EnergyFPEFirst Trust Preferred Securities and Income ETF$2,077,992$9,027 ▲0.4%119,7001.1%ETFSYKStryker$2,072,463$66,349 ▲3.3%6,0911.1%MedicalABTAbbott Laboratories$1,946,235$48,838 ▲2.6%18,7301.1%MedicalDISWalt Disney$1,874,000$24,624 ▲1.3%18,8741.0%Consumer DiscretionaryCOPConocoPhillips$1,772,662$8,579 ▲0.5%15,4981.0%Oils/EnergyRSPInvesco S&P 500 Equal Weight ETF$1,541,933$9,693 ▲0.6%9,3860.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$1,394,262$24,349 ▲1.8%14,8880.8%ETFBSCOInvesco BulletShares 2024 Corporate Bond ETF$1,356,896$150,684 ▼-10.0%64,4300.7%ETFGLDSPDR Gold Shares$1,337,363$6,450 ▲0.5%6,2200.7%FinanceSLViShares Silver Trust$1,313,648$100,966 ▼-7.1%49,4410.7%ETFNKENIKE$1,217,603$16,958 ▲1.4%16,1550.7%Consumer DiscretionaryBIVVanguard Intermediate-Term Bond ETF$1,179,069$27,035 ▲2.3%15,7440.6%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,069,016$56,627 ▼-5.0%12,0820.6%ETFVWOBVanguard Emerging Markets Government Bond ETF$974,602$188,730 ▼-16.2%15,4920.5%ETFTFISPDR Nuveen Barclays Municipal Bond ETF$913,8570.0%19,9750.5%FinanceTLHiShares 10-20 Year Treasury Bond ETF$897,804$30,810 ▼-3.3%8,7420.5%ETFXLKTechnology Select Sector SPDR Fund$887,501$9,728 ▼-1.1%3,9230.5%ETFIEFAiShares Core MSCI EAFE ETF$825,554$154,723 ▼-15.8%11,3650.5%ETFMARMarriott International$822,0180.0%3,4000.4%Consumer DiscretionaryIWFiShares Russell 1000 Growth ETF$790,9870.0%2,1700.4%ETFMUBiShares National Muni Bond ETF$701,099$21,310 ▲3.1%6,5800.4%ETFXOMExxon Mobil$663,8800.0%5,7670.4%Oils/EnergyIJHiShares Core S&P Mid-Cap ETF$566,240$2,692 ▼-0.5%9,6760.3%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$538,794$38,832 ▲7.8%11,1000.3%ManufacturingIJRiShares Core S&P Small-Cap ETF$526,688$107 ▲0.0%4,9380.3%ETFEWJiShares MSCI Japan ETF$516,373$26,887 ▼-4.9%7,5670.3%ETFVIGIVanguard International Dividend Appreciation ETF$505,562$244 ▲0.0%6,2200.3%ETFUNHUnitedHealth Group$503,9060.0%9890.3%MedicalGOOGLAlphabet$500,002$36,612 ▼-6.8%2,7450.3%Computer and TechnologyJNJJohnson & Johnson$493,742$7,308 ▼-1.5%3,3780.3%MedicalBNDVanguard Total Bond Market ETF$474,810$23,777 ▲5.3%6,5900.3%ETFIBBiShares Biotechnology ETF$461,194$13,726 ▼-2.9%3,3600.3%FinanceIBMInternational Business Machines$429,8230.0%2,4850.2%Computer and TechnologyPGProcter & Gamble$373,1280.0%2,2620.2%Consumer StaplesQQQInvesco QQQ$368,9150.0%7700.2%FinanceBRK.BBerkshire Hathaway$329,5080.0%8100.2%FinanceCIThe Cigna Group$317,6560.0%9610.2%MedicalMMCMarsh & McLennan Companies$299,2520.0%1,4200.2%FinanceIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$277,158$5,124 ▼-1.8%5,4090.2%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$250,8280.0%7,7800.1%ETFTRVTravelers Companies$240,7550.0%1,1840.1%FinanceLMTLockheed Martin$240,0660.0%5140.1%AerospaceGSThe Goldman Sachs Group$238,2510.0%5270.1%FinanceWTMWhite Mountains Insurance Group$236,2690.0%1300.1%FinanceCSXCSX$230,8860.0%6,9020.1%TransportationLHLaboratory Co. of America$0$2,387,113 ▼-100.0%00.0%MedicalWHRWhirlpool$0$1,422,999 ▼-100.0%00.0%Consumer DiscretionaryBXBlackstone$0$207,079 ▼-100.0%00.0%FinanceSCHWCharles Schwab$0$205,735 ▼-100.0%00.0%FinanceXLVHealth Care Select Sector SPDR Fund$0$200,322 ▼-100.0%00.0%ETFShowing 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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