New Potomac Partners, LLC New Holdings in Q3 2024

New Potomac Partners, LLC

  • $192 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BX
Blackstone Inc.

Financial Services
1.58K
New
$120.77 - $159.66 $190K - $252K
1.58K $241K
XLV
Select Sector Spdr Fund Health

ETFs
1.19K
New
$143.3 - $157.24 $171K - $188K
1.19K $183K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
6.65K
New
$26.01 - $27.41 $173K - $182K
6.65K $181K
WMT
Walmart Inc.

Consumer Defensive
2.23K
New
$66.91 - $81.4 $149K - $182K
2.23K $180K
SCHW
Schwab Charles Corp

Financial Services
2.7K
New
$61.74 - $76.08 $167K - $205K
2.7K $174K
XPO
Xpo Logistics, Inc.

Industrials
1.5K
New
$101.15 - $125.11 $152K - $188K
1.5K $161K
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.26K
New
$61.11 - $67.85 $138K - $153K
2.26K $153K
FDX
Fedex Corp

Industrials
561
New
$254.64 - $313.52 $143K - $176K
561 $153K
ZTS
Zoetis Inc.

Healthcare
780
New
$172.58 - $196.48 $135K - $153K
780 $152K
VBR
Vanguard Small Cap Value ETF

ETFs
740
New
$179.99 - $201.6 $133K - $149K
740 $148K
XLP
Consumer Staples Sector Spdr

ETFs
1.71K
New
$76.04 - $76.04 $130K - $130K
1.71K $129K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
725
New
$147.95 - $191.05 $107K - $139K
725 $125K
BAC
Bank Of America Corp

Financial Services
3.11K
New
$36.65 - $44.13 $114K - $137K
3.11K $123K
SO
Southern CO

Utilities
1.36K
New
$77.0 - $90.52 $104K - $123K
1.36K $122K
EQR
Equity Residential

Real Estate
1.62K
New
$67.19 - $78.09 $109K - $127K
1.62K $120K
CLX
Clorox CO

Consumer Defensive
725
New
$131.73 - $166.97 $95.5K - $121K
725 $118K
ADP
Automatic Data Processing Inc

Industrials
400
New
$233.44 - $279.45 $93.4K - $112K
400 $110K
DFAT
Dimensional ETF Tr U S Target

ETFs
1.93K
New
$51.0 - $57.07 $98.3K - $110K
1.93K $107K
FNDF
Schwab Fundamental Intl Large

ETFs
2.75K
New
$33.67 - $37.71 $92.6K - $104K
2.75K $102K
HST
Host Hotels & Resorts, Inc.

Real Estate
5.77K
New
$15.92 - $18.86 $91.8K - $109K
5.77K $101K
MELI
Mercadolibre Inc

Consumer Cyclical
48
New
$1591.44 - $2140.1 $76.4K - $103K
48 $98K
CSCO
Cisco Systems, Inc.

Technology
1.78K
New
$44.74 - $53.22 $79.5K - $94.6K
1.78K $94K
VB
Vanguard Small Cap ETF

ETFs
350
New
$214.77 - $237.72 $75.2K - $83.2K
350 $83K
MCD
Mcdonalds Corp

Consumer Cyclical
272
New
$245.82 - $304.51 $66.9K - $82.8K
272 $82K
GXO
Gxo Logistics, Inc.

Industrials
1.5K
New
$46.45 - $55.98 $69.7K - $84K
1.5K $78K
IQLT
Ishares Msci Intl Quality Fact

ETFs
1.85K
New
$37.37 - $41.82 $69.1K - $77.4K
1.85K $76K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.83K
New
$36.98 - $41.55 $67.5K - $75.8K
1.83K $75K
IWD
Ishares Russell 1000 Val ETF

ETFs
400
New
$173.36 - $189.8 $69.3K - $75.9K
400 $75K
DUK
Duke Energy Corp

Utilities
650
New
$99.35 - $117.71 $64.6K - $76.5K
650 $74K
EMR
Emerson Electric CO

Industrials
604
New
$98.19 - $118.87 $59.3K - $71.8K
604 $66K
DD
Du Pont De Nemours, Inc.

Basic Materials
738
New
$77.22 - $89.49 $57K - $66K
738 $65K
CRL
Charles River Laboratories International, Inc.

Healthcare
300
New
$187.96 - $245.29 $56.4K - $73.6K
300 $59K
FDM
First Trust Dow Jones Select M

ETFs
910
New
$58.44 - $67.29 $53.2K - $61.2K
910 $58K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.1K
New
$46.9 - $51.96 $51.4K - $56.9K
1.1K $56K
SLB
Schlumberger Limited

Energy
1.3K
New
$39.57 - $49.67 $51.4K - $64.6K
1.3K $54K
MMM
3 M CO

Industrials
400
New
$99.69 - $139.42 $39.9K - $55.8K
400 $54K
MO
Altria Group, Inc.

Consumer Defensive
1K
New
$45.95 - $54.71 $46K - $54.7K
1K $51K
INDA
Ishares Msci India Index Fund

ETFs
850
New
$54.86 - $59.22 $46.6K - $50.3K
850 $49K
CWB
Spdr Bloomberg Convertible Sec

ETFs
500
New
$71.19 - $76.59 $35.6K - $38.3K
500 $38K
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
SHY
Ishares Barclays 1 3 Year Trea

ETFs
385
New
$81.31 - $83.29 $31.3K - $32.1K
385 $32K
AMGN
Amgen Inc

Healthcare
100
New
$309.38 - $337.38 $30.9K - $33.7K
100 $32K
NPV
Nuveen Virginia Quality Municipal Income Fund

Financial Services
2.45K
New
$11.37 - $13.03 $27.9K - $31.9K
2.45K $31K
GIS
General Mills Inc

Consumer Defensive
400
New
$62.5 - $75.15 $25K - $30.1K
400 $29K
HSY
Hershey CO

Consumer Defensive
150
New
$182.45 - $203.25 $27.4K - $30.5K
150 $28K
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
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