All Stocks Held By New Potomac Partners LLC

As of 12/31/2023, we find all stocks held by New Potomac Partners LLC to be as follows, presented in the table below with each row detailing each New Potomac Partners LLC position, ordered by largest to smallest position size. The all-stocks-held-by-New Potomac Partners LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by New Potomac Partners LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
ISHARES GOLD TR (IAU)	224,623	-2,385	$8,767
IAU	224,623	-2,385	$8,767
MICROSOFT CORP	21,115	+2,001	$7,940
MSFT	21,115	+2,001	$7,940
APPLE INC	39,140	+4,374	$7,536
AAPL	39,140	+4,374	$7,536
ISHARES TR (IVV)	14,096	+3	$6,733
IVV	14,096	+3	$6,733
ISHARES INC (EMXC)	87,114	-190	$4,827
EMXC	87,114	-190	$4,827
LAM RESEARCH CORP	5,911	-105	$4,630
LRCX	5,911	-105	$4,630
ALPHABET INC	31,807	-1,256	$4,483
GOOG	31,807	-1,256	$4,483
BOOKING HOLDINGS INC	1,083	+34	$3,842
BKNG	1,083	+34	$3,842
HONEYWELL INTL INC	17,285	-24	$3,625
HON	17,285	-24	$3,625
ISHARES TR (STIP)	36,489	+6,127	$3,597
STIP	36,489	+6,127	$3,597
ISHARES TR (IEI)	30,529	+2,330	$3,576
IEI	30,529	+2,330	$3,576
META PLATFORMS INC	10,013	-9	$3,544
META	10,013	-9	$3,544
SSGA ACTIVE ETF TR (TOTL)	86,387	-2,800	$3,477
TOTL	86,387	-2,800	$3,477
BLACKROCK INC	4,218	-329	$3,424
BLK	4,218	-329	$3,424
SIMON PPTY GROUP INC NEW	23,375	+6,482	$3,334
SPG	23,375	+6,482	$3,334
ABBVIE INC	21,339	+160	$3,307
ABBV	21,339	+160	$3,307
JPMORGAN CHASE & CO	19,048	+1,556	$3,240
JPM	19,048	+1,556	$3,240
ORACLE CORP	30,370	-1,768	$3,202
ORCL	30,370	-1,768	$3,202
HOME DEPOT INC	8,968	+1,449	$3,108
HD	8,968	+1,449	$3,108
MASTERCARD INCORPORATED	7,261	-110	$3,097
MA	7,261	-110	$3,097
AMERIPRISE FINL INC	7,650	-601	$2,906
AMP	7,650	-601	$2,906
PEPSICO INC	16,285	+2,720	$2,766
PEP	16,285	+2,720	$2,766
INVESCO EXCH TRD SLF IDX FD	142,484	+15,113	$2,750
BSCQ	142,484	+15,113	$2,750
INVESCO EXCH TRD SLF IDX FD	131,970	+15,200	$2,699
BSCP	131,970	+15,200	$2,699
ADOBE INC	4,456	-47	$2,658
ADBE	4,456	-47	$2,658
MERCK & CO INC	24,308	+800	$2,650
MRK	24,308	+800	$2,650
LABORATORY CORP AMER HLDGS	10,777	-6	$2,450
LH	10,777	-6	$2,450
TARGET CORP	17,104	-126	$2,436
TGT	17,104	-126	$2,436
INVESCO EXCH TRD SLF IDX FD	124,515	+32,782	$2,422
BSCR	124,515	+32,782	$2,422
VANECK ETF TRUST (ANGL)	84,120	-633	$2,421
ANGL	84,120	-633	$2,421
INVESCO EXCH TRD SLF IDX FD	111,615	+27,967	$2,331
BSCO	111,615	+27,967	$2,331
CHUBB LIMITED	9,624	-167	$2,175
CB	9,624	-167	$2,175
CUMMINS INC	8,935	-240	$2,141
CMI	8,935	-240	$2,141
ISHARES TR (IYW)	17,283	-425	$2,121
IYW	17,283	-425	$2,121
CHEVRON CORP NEW	14,129	+483	$2,107
CVX	14,129	+483	$2,107
FIRST TR EXCH TRADED FD III (FPE)	120,390	-1,800	$2,030
FPE	120,390	-1,800	$2,030
ABBOTT LABS	18,097	-213	$1,992
ABT	18,097	-213	$1,992
WHIRLPOOL CORP	15,750	-425	$1,918
WHR	15,750	-425	$1,918
STRYKER CORPORATION	6,111	-50	$1,830
SYK	6,111	-50	$1,830
CONOCOPHILLIPS	15,556	-549	$1,806
COP	15,556	-549	$1,806
NVIDIA CORPORATION	3,578	+80	$1,772
NVDA	3,578	+80	$1,772
NIKE INC	16,055	-6	$1,743
NKE	16,055	-6	$1,743
DISNEY WALT CO	19,115	-151	$1,726
DIS	19,115	-151	$1,726
AMAZON COM INC	11,293	+1,930	$1,716
AMZN	11,293	+1,930	$1,716
INVESCO EXCHANGE TRADED FD T (RSP)	9,002	+131	$1,421
RSP	9,002	+131	$1,421
ISHARES TR (IEF)	13,068	+3,285	$1,260
IEF	13,068	+3,285	$1,260
ISHARES SILVER TR (SLV)	55,266	-1,500	$1,204
SLV	55,266	-1,500	$1,204
SPDR GOLD TR (GLD)	6,290	UNCH	$1,202
GLD	6,290	UNCH	$1,202
VANGUARD WHITEHALL FDS (VWOB)	18,642	-100	$1,188
VWOB	18,642	-100	$1,188
VANGUARD BD INDEX FDS (BIV)	14,838	+4,798	$1,133
BIV	14,838	+4,798	$1,133
ISHARES TR (EMB)	12,722	-210	$1,133
EMB	12,722	-210	$1,133
ISHARES TR (TLH)	9,042	-4,708	$979
TLH	9,042	-4,708	$979
ISHARES TR (IEFA)	13,730	-165	$966
IEFA	13,730	-165	$966
SPDR SER TR (TFI)	19,975	-8,390	$939
TFI	19,975	-8,390	$939
MARRIOTT INTL INC NEW	3,700	+3,700	$834
MAR	3,700	+3,700	$834
SELECT SECTOR SPDR TR (XLK)	4,155	-237	$800
XLK	4,155	-237	$800
ISHARES TR (IGSB)	14,114	-22,244	$724
IGSB	14,114	-22,244	$724
ISHARES TR (MUB)	6,580	-2,370	$713
MUB	6,580	-2,370	$713
ISHARES TR (IWF)	2,170	UNCH	$658
IWF	2,170	UNCH	$658
EXXON MOBIL CORP	5,767	+3,767	$577
XOM	5,767	+3,767	$577
JOHNSON & JOHNSON	3,428	+2,120	$537
JNJ	3,428	+2,120	$537
ISHARES TR (IJH)	1,920	-38	$532
IJH	1,920	-38	$532
ISHARES TR (IJR)	4,916	-108	$532
IJR	4,916	-108	$532
UNITEDHEALTH GROUP INC	989	+989	$521
UNH	989	+989	$521
ISHARES INC (EWJ)	7,942	-86	$509
EWJ	7,942	-86	$509
INVESCO EXCH TRD SLF IDX FD	24,900	+24,900	$505
BSCS	24,900	+24,900	$505
VANGUARD WHITEHALL FDS (VIGI)	6,172	-59	$490
VIGI	6,172	-59	$490
VANGUARD BD INDEX FDS (BND)	6,590	+6,590	$485
BND	6,590	+6,590	$485
VANGUARD MALVERN FDS (VTIP)	10,100	UNCH	$480
VTIP	10,100	UNCH	$480
ISHARES TR (IBB)	3,460	UNCH	$470
IBB	3,460	UNCH	$470
ALPHABET INC	3,076	-65	$430
GOOGL	3,076	-65	$430
INTERNATIONAL BUSINESS MACHS	2,485	+2,485	$406
IBM	2,485	+2,485	$406
PROCTER AND GAMBLE CO	2,566	+2,566	$376
PG	2,566	+2,566	$376
INVESCO QQQ TR	770	UNCH	$315
QQQ	770	UNCH	$315
BERKSHIRE HATHAWAY INC DEL			$289
BRK.B	810	UNCH	$289
THE CIGNA GROUP	961	+961	$288
CI	961	+961	$288
TRAVELERS COMPANIES INC	1,444	-390	$275
TRV	1,444	-390	$275
MARSH & MCLENNAN COS INC	1,420	+1,420	$269
MMC	1,420	+1,420	$269
GOLDMAN SACHS GROUP INC	627	+627	$242
GS	627	+627	$242
CSX CORP	6,902	+6,902	$239
CSX	6,902	+6,902	$239
LOCKHEED MARTIN CORP	527	+527	$239
LMT	527	+527	$239
DIMENSIONAL ETF TRUST (DFAC)	7,780	UNCH	$227
DFAC	7,780	UNCH	$227
BOEING CO	810	+810	$211
BA	810	+810	$211
WHITE MTNS INS GROUP LTD	140	UNCH	$211
WTM	140	UNCH	$211
BLACKSTONE INC	1,576	+1,576	$206
BX	1,576	+1,576	$206
CVS HEALTH CORP	2,610	+2,610	$206
CVS	2,610	+2,610	$206
INVESCO EXCH TRD SLF IDX FD			$0 (exited)
BSCN	0	-16,510	$0
VANGUARD INDEX FDS	0	-10,259	$0 (exited)
VNQ	0	-10,259	$0

See Summary: New Potomac Partners LLC Top Holdings
See Details: Top 10 Stocks Held By New Potomac Partners LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
MAR	+3,700	+$834
UNH	+989	+$521
BSCS	+24,900	+$505
BND	+6,590	+$485
IBM	+2,485	+$406
PG	+2,566	+$376
CI	+961	+$288
MMC	+1,420	+$269
GS	+627	+$242
CSX	+6,902	+$239

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
VNQ	-10,259	-$776
BSCN	-16,510	-$351

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
BSCR	+32,782	+$703
BSCO	+27,967	+$602
BSCP	+15,200	+$351
BSCQ	+15,113	+$357
SPG	+6,482	+$1,509
STIP	+6,127	+$654
BIV	+4,798	+$407
AAPL	+4,374	+$1,584
XOM	+3,767	+$342
IEF	+3,285	+$364

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
IGSB	-22,244	-$1,088
TFI	-8,390	-$301
TLH	-4,708	-$375
TOTL	-2,800	+$30
IAU	-2,385	+$824
MUB	-2,370	-$205
FPE	-1,800	+$79
ORCL	-1,768	-$202
SLV	-1,500	+$49

New Potomac Partners LLC Info

Size ($ in 1000's)
At 12/31/2023: $168,076
At 09/30/2023: $145,274

New Potomac Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from New Potomac Partners LLC 13F filings. Link to 13F filings: SEC filings

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