Legal Name: NEW POTOMAC PARTNERS LLC
報告期間:
Jun 30, 2019
有効日:
Jul 26, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
ISHARES FLT (46429B655)
|
93,155 |
$4,744k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
13,236 |
$3,901k |
|
|
MICROSOFT CORP (594918104)
|
24,420 |
$3,271k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
54,795 |
$2,819k |
|
|
Apple Inc (037833100)
|
13,676 |
$2,707k |
|
|
MASTERCARD INC (57636Q104)
|
9,685 |
$2,562k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
21,877 |
$2,446k |
|
|
BlackRock, Inc. (09247X101)
|
5,042 |
$2,366k |
|
|
TARGET CORPORATION (87612E106)
|
26,196 |
$2,269k |
|
|
DISNEY WALT CO (254687106)
|
16,195 |
$2,261k |
|
|
Facebook Inc (30303M102)
|
11,465 |
$2,213k |
|
|
HONEYWELL INTL INC (438516106)
|
12,660 |
$2,210k |
|
|
MERCK & CO INC (58933Y105)
|
26,240 |
$2,200k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
24,615 |
$2,146k |
|
|
CISCO SYSTEMS INC (17275R102)
|
38,663 |
$2,116k |
|
|
LABORATORY CORP AMER (50540R409)
|
12,000 |
$2,075k |
|
|
ORACLE CORP (68389X105)
|
36,160 |
$2,060k |
|
|
Alphabet Inc (02079K107)
|
1,897 |
$2,050k |
|
|
ISHARES TR JPMORGAN USD EMG (464288281)
|
18,075 |
$2,048k |
|
|
ISHARES TR U.S. TECH ETF (464287721)
|
10,047 |
$1,988k |
|
|
ISHARES (46429B747)
|
19,450 |
$1,956k |
|
|
Chevron Corp (166764100)
|
15,439 |
$1,921k |
|
|
AMERIPRISE FINL INC (03076C106)
|
12,725 |
$1,847k |
|
|
Booking Holdings, Inc. (09857L108)
|
946 |
$1,773k |
|
|
WHIRLPOOL CORP (963320106)
|
12,340 |
$1,757k |
|
|
TRAVELERS CO(THE) (89417E109)
|
11,740 |
$1,755k |
|
|
NIKE INC (654106103)
|
20,895 |
$1,754k |
|
|
ISHARES GOLD TRUST ISHARES (464285105)
|
129,150 |
$1,744k |
|
|
CHUBB LIMITED (H1467J104)
|
11,710 |
$1,725k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
30,130 |
$1,721k |
|
|
LAM RESEARCH CORP (512807108)
|
9,040 |
$1,698k |
|
|
AT&T INC (00206R102)
|
47,518 |
$1,592k |
|
|
PNC FINL SVCS GRP (693475105)
|
11,315 |
$1,553k |
|
|
SPDR Nuveen Bloomberg Municipa (78468R721)
|
30,450 |
$1,527k |
|
|
SSGA ACTIVE ETF TR (78467V848)
|
29,900 |
$1,467k |
|
|
Royal Dutch Shell PLC (780259206)
|
21,450 |
$1,396k |
|
|
CARNIVAL CORP (143658300)
|
28,605 |
$1,332k |
|
|
LYONDELLBASELL INDUS (N53745100)
|
15,055 |
$1,297k |
|
|
CELGENE CORP (151020104)
|
12,685 |
$1,173k |
|
|
STRYKER CORP (863667101)
|
5,235 |
$1,076k |
|
|
AMGEN INC (031162100)
|
5,465 |
$1,007k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G870)
|
40,260 |
$1,004k |
|
|
ABBVIE INC (00287Y109)
|
13,680 |
$995k |
|
|
Invesco Bullestshares 2021 (BS (46138J700)
|
41,895 |
$888k |
|
|
ISHARES (464287556)
|
7,565 |
$825k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
13,514 |
$739k |
|
|
Invesco BulletShares 2020 Corp Bd ETF (46138J502)
|
34,765 |
$739k |
|
|
PEPSICO INC (713448108)
|
5,420 |
$711k |
|
|
JOHNSON & JOHNSON (478160104)
|
4,165 |
$580k |
|
|
EOG Resources Inc (26875P101)
|
4,920 |
$458k |
|
|
MARATHON OIL CORP (565849106)
|
31,700 |
$450k |
|
|
AEP (025537101)
|
4,990 |
$439k |
|
|
UNITED TECHNOLOGIES (913017109)
|
3,335 |
$434k |
|
|
KEYCORP (493267108)
|
21,525 |
$382k |
|
|
ISHARES (464287234)
|
8,470 |
$363k |
|
|
ALPHABET INC (02079K305)
|
243 |
$263k |
|
|
INVESCO EXCH TRD SLF IDX FD (46138J882)
|
11,505 |
$246k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
3,750 |
$239k |
|
|
ISHARES (464288646)
|
4,250 |
$227k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
1,143 |
$222k |
|
|
SPDR SERIES TRUST (78464A359)
|
3,750 |
$198k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,200 |
$189k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
2,276 |
$178k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
2,250 |
$176k |
|
|
ISHARES TR (464287457)
|
2,060 |
$175k |
|
|
INVESCO EXCHANGETRAD (46137V357)
|
1,597 |
$172k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
885 |
$165k |
|
|
DOMINION ENERGY INC (25746U109)
|
2,100 |
$162k |
|
|
Exxon Mobil Corp (30231G102)
|
1,955 |
$150k |
|
|
AQUA AMERICA INC (03836W103)
|
3,360 |
$139k |
|
|
PROCTER & GAMBLE CO (742718109)
|
1,200 |
$132k |
|
|
INTL BUSINESS MCHN (459200101)
|
950 |
$131k |
|
|
VANGUARD BD INDEX FD INC (921937819)
|
1,460 |
$126k |
|
|
ISHARES INC (46434G822)
|
2,060 |
$112k |
|
|
ISHARES INC (464286475)
|
2,405 |
$107k |
|
|
CHARLES RIV LABS INT (159864107)
|
750 |
$106k |
|
|
PFIZER INC (717081103)
|
2,214 |
$96k |
|
|
CIGNA CORP (125523100)
|
594 |
$94k |
|
|
PayPal Holdings Inc (70450Y103)
|
825 |
$94k |
|
|
DUKE ENERGY CORP (26441C204)
|
1,050 |
$93k |
|
|
CDN NATL RAILWAY (136375102)
|
1,000 |
$92k |
|
|
ISHARES (464288273)
|
1,593 |
$91k |
|
|
EBAY INC (278642103)
|
2,214 |
$87k |
|
|
ISHARES TR (46434V738)
|
1,850 |
$86k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
400 |
$85k |
|
|
ISHARES (464287242)
|
680 |
$85k |
|
|
Schlumberger Ltd (806857108)
|
2,100 |
$83k |
|
|
iShares Frontier Markets ETF (464286145)
|
2,649 |
$78k |
|
|
3M CO (88579Y101)
|
400 |
$69k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
4,750 |
$69k |
|
|
POPE RES DEL LTD (732857107)
|
1,010 |
$69k |
|
|
GENERAL ELECTRIC CO (369604103)
|
6,500 |
$68k |
|
|
ADP (053015103)
|
400 |
$66k |
|
|
Bristol-Myers Squibb Co (110122108)
|
1,400 |
$63k |
|
|
MARRIOTT INTL INC (571903202)
|
442 |
$62k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
161 |
$57k |
|
|
ALTRIA GROUP INC (02209S103)
|
1,000 |
$47k |
|
|
TAPESTRY INC (876030107)
|
1,400 |
$44k |
|
|
KROGER CO (501044101)
|
2,000 |
$43k |
|
|
US BANCORP DEL (902973304)
|
778 |
$41k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
462 |
$40k |
|
|
MARRIOTT VACTNS WRLW (57164Y107)
|
410 |
$40k |
|
|
ABBOTT LABS (002824100)
|
450 |
$38k |
|
|
INTEL CORP (458140100)
|
800 |
$38k |
|
|
JBG SMITH PROPERTIES (46590V100)
|
885 |
$35k |
|
|
NUVEEN VIRGINIA QLTY MUNCPL (67064R102)
|
2,452 |
$32k |
|
|
I SHARES TR (46429B598)
|
850 |
$30k |
|
|
Taiwan Semiconductor Manufactu (874039100)
|
725 |
$28k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
85 |
$25k |
|
|
SPDR SERIES TRUST (78464A698)
|
440 |
$24k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
150 |
$23k |
|
|
HERITAGE FINL CORP WASH (42722X106)
|
778 |
$23k |
|
|
SPDR SERIES TRUST (78464A474)
|
700 |
$22k |
|
|
GENERAL MILLS INC (370334104)
|
400 |
$21k |
|
|
COLUMBIA SPORTSWEAR CO (198516106)
|
200 |
$20k |
|
|
THE HERSHEY COMPANY (427866108)
|
150 |
$20k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
205 |
$19k |
|
|
STARBUCKS CORP (855244109)
|
224 |
$19k |
|
|
Petroleo Brasileiro SA (71654V408)
|
1,170 |
$18k |
|
|
SAUL CTRS INC (804395101)
|
325 |
$18k |
|
|
HORIZON BANCORP INC (440407104)
|
1,012 |
$17k |
|
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
90 |
$16k |
|
|
VANGUARD INTL EQUITY INDEX F (922042775)
|
300 |
$15k |
|
|
ZIMMER BIOMET HLDGS (98956P102)
|
120 |
$14k |
|
|
ENTERPRISE PRODS (293792107)
|
400 |
$12k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
75 |
$12k |
|
|
PUBLIC SVC ENTERPR (744573106)
|
200 |
$12k |
|
|
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886)
|
200 |
$12k |
|
|
VANGUARD BD INDEX FD INC TOTAL BND MRKT (921937835)
|
105 |
$9k |
|
|
ISHARES INC/MSCI ISRAEL ETF (464286632)
|
150 |
$8k |
|
|
ISHARES TR RUS MID CAP ETF (464287499)
|
150 |
$8k |
|
|
SIMON PPTY INC (828806109)
|
50 |
$8k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
100 |
$8k |
|
|
SELECT SECTOR SPDR TR (81369Y852)
|
150 |
$7k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
100 |
$3k |
|
|
WABTEC (929740108)
|
24 |
$2k |
|
|
CHARTER COMMUNICATIO (16119P108)
|
6 |
$2k |
|
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