New Potomac Partners, LLC Purchases in Q3 2024

New Potomac Partners, LLC

  • $192 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CWB
Spdr Bloomberg Convertible Sec

ETFs
500
New
$71.19 - $76.59 $35.6K - $38.3K
500 $38K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1
+ 0.01%
$57.32 - $62.65 $57.3 - $62.7
9.68K $603K
T
At&T Inc.

Communication Services
1.68K
New
$18.21 - $22.28 $30.6K - $37.4K
1.68K $36K
EOG
Eog Resources Inc

Energy
300
New
$117.9 - $132.65 $35.4K - $39.8K
300 $36K
VZ
Verizon Communications Inc

Communication Services
800
New
$38.89 - $45.0 $31.1K - $36K
800 $35K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
700
New
$50.63 - $51.11 $35.4K - $35.8K
700 $35K
IVW
Ishares S&P 500 Growth ETF

ETFs
360
New
$84.77 - $97.13 $30.5K - $35K
360 $34K
AMGN
Amgen Inc

Healthcare
100
New
$309.38 - $337.38 $30.9K - $33.7K
100 $32K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
385
New
$81.31 - $83.29 $31.3K - $32.1K
385 $32K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
2.45K
New
$11.37 - $13.03 $27.9K - $31.9K
2.45K $31K
HSY
Hershey CO

Consumer Defensive
150
New
$182.45 - $203.25 $27.4K - $30.5K
150 $28K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
250
New
$91.37 - $101.65 $22.8K - $25.4K
250 $25K
BGNE
Bei Gene, Ltd.

Healthcare
100
New
$143.93 - $224.51 $14.4K - $22.5K
100 $22K
SBUX
Starbucks Corp

Consumer Cyclical
224
New
$72.51 - $98.6 $16.2K - $22.1K
224 $21K
BMY
Bristol Myers Squibb CO

Healthcare
400
New
$39.66 - $51.75 $15.9K - $20.7K
400 $20K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1K
New
$18.12 - $18.92 $18.1K - $18.9K
1K $18K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
150
New
$112.99 - $126.45 $16.9K - $19K
150 $18K
D
Dominion Energy, Inc

Utilities
300
New
$48.01 - $58.53 $14.4K - $17.6K
300 $17K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
100
New
$138.85 - $182.81 $13.9K - $18.3K
100 $17K
COLM
Columbia Sportswear CO

Consumer Cyclical
200
New
$76.16 - $83.74 $15.2K - $16.7K
200 $16K
XLU
Utilities Sector Spdr

ETFs
200
New
$67.67 - $80.78 $13.5K - $16.2K
200 $16K
EWX
Spdr S&P Emerging Markets Smal

ETFs
235
New
$54.3 - $62.38 $12.8K - $14.7K
235 $14K
RTX
Raytheon Technologies Corp

Industrials
100
New
$99.55 - $123.34 $9.96K - $12.3K
100 $12K
LQD
Ishares Iboxx $ Investment Gra

ETFs
100
New
$106.11 - $113.72 $10.6K - $11.4K
100 $11K
IWR
Ishares Russell Mid Cap ETF

ETFs
100
New
$79.92 - $88.19 $7.99K - $8.82K
100 $8K
TSLA
Tesla, Inc.

Consumer Cyclical
10
New
$191.76 - $263.26 $1.92K - $2.63K
10 $2K
KMX
Carmax Inc

Consumer Cyclical
35
New
$71.21 - $85.78 $2.49K - $3K
35 $2K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
50
New
$38.1 - $44.5 $1.91K - $2.23K
50 $2K
ACI
Albertsons Companies, Inc.

Consumer Defensive
100
New
$17.94 - $20.93 $1.79K - $2.09K
100 $1K
Birkenstock Holding PLC
100
New
N/A
100 $0
HON
Honeywell International Inc

Industrials
230
+ 1.32%
$196.73 - $220.21 $45.2K - $50.6K
17.6K $3.64M
MRK
Merck & Co., Inc.

Healthcare
1.24K
+ 5.19%
$111.15 - $128.97 $138K - $160K
25.2K $2.86M
Activity Summary
Buys All Purchases 83 New Holdings 69 Increased Positions 14 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track New Potomac Partners, LLC Portfolio

Follow New Potomac Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Potomac Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Potomac Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email