New Potomac Partners, LLC Reduced Holdings in Q3 2024

New Potomac Partners, LLC

  • $192 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LRCX
Lam Research Corp

Technology
-75
- 1.55%
$731.56 - $1127.3 $54.9K - $84.5K
4.77K $3.89M
GOOG
Alphabet Inc.

Communication Services
-685
- 2.34%
$149.54 - $192.66 $102K - $132K
28.6K $4.77M
EWJ
Ishares Msci Japan ETF

ETFs
-7.51K
- 99.21%
$63.12 - $72.99 $474K - $548K
60 $4K
MSFT
Microsoft Corp

Technology
-190
- 0.94%
$395.15 - $467.56 $75.1K - $88.8K
20K $8.59M
ADBE
Adobe Inc.

Technology
-148
- 3.38%
$508.13 - $586.55 $75.2K - $86.8K
4.23K $2.19M
COP
Conocophillips

Energy
-305
- 1.97%
$102.3 - $116.61 $31.2K - $35.6K
15.2K $1.6M
NVDA
Nvidia Corp

Technology
-843
- 2.58%
$98.91 - $134.91 $83.4K - $114K
31.8K $3.86M
CVX
Chevron Corp

Energy
-125
- 0.92%
$137.88 - $161.97 $17.2K - $20.2K
13.4K $1.98M
JNJ
Johnson & Johnson

Healthcare
-1.09K
- 32.3%
$145.48 - $167.38 $159K - $183K
2.29K $370K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
-5.89K
- 9.14%
$21.05 - $21.17 $124K - $125K
58.5K $1.24M
AMZN
Amazon Com Inc

Consumer Cyclical
-25
- 0.22%
$161.02 - $200.0 $4.03K - $5K
11.3K $2.1M
GOOGL
Alphabet Inc.

Communication Services
-30
- 1.09%
$148.65 - $191.18 $4.46K - $5.74K
2.72K $450K
SLV
I Shares Silver Trust

ETFs
-4.26K
- 8.61%
$24.33 - $29.38 $104K - $125K
45.2K $1.28M
IYW
Ishares Dj Us Tech ETF

ETFs
-255
- 1.61%
$133.16 - $158.73 $34K - $40.5K
15.6K $2.37M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-200
- 1.29%
$62.4 - $62.4 $12.5K - $12.5K
15.3K $954K
XLK
Technology Sector Spdr

ETFs
-81
- 2.06%
$197.34 - $237.68 $16K - $19.3K
3.84K $867K
Labcorp Holdings Inc
-60
- 0.54%
N/A
11K $0
PG
Procter & Gamble CO

Consumer Defensive
-100
- 4.42%
$160.76 - $177.82 $16.1K - $17.8K
2.16K $374K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-100
- 1.85%
$51.02 - $52.74 $5.1K - $5.27K
5.31K $279K
IBB
Ishares Biotechnology ETF

ETFs
-150
- 4.46%
$135.09 - $149.47 $20.3K - $22.4K
3.21K $467K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-4.53K
- 3.78%
$17.35 - $18.22 $78.5K - $82.4K
115K $2.08M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-200
- 1.0%
$45.6 - $46.83 $9.12K - $9.37K
19.8K $926K
IVV
Ishares Core S&P 500 ETF

ETFs
-680
- 4.9%
$520.18 - $576.82 $354K - $392K
13.2K $7.61M
TRV
Travelers Companies, Inc.

Financial Services
-75
- 6.33%
$201.87 - $242.35 $15.1K - $18.2K
1.11K $259K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-53
- 5.01%
$3305.62 - $4268.05 $175K - $226K
1K $4.23M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-69
- 1.4%
$105.53 - $118.34 $7.28K - $8.17K
4.87K $569K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-90
- 1.03%
$100.75 - $111.62 $9.07K - $10K
8.65K $945K
EMB
Ishares Tr

ETFs
-115
- 0.95%
$87.75 - $93.74 $10.1K - $10.8K
12K $1.12M
IEF
Ishares Barclays

ETFs
-65
- 0.44%
$92.67 - $99.14 $6.02K - $6.44K
14.8K $1.45M
JPM
Jpmorgan Chase & CO

Financial Services
-270
- 1.66%
$194.9 - $224.8 $52.6K - $60.7K
16K $3.37M
SYK
Stryker Corp

Healthcare
-100
- 1.64%
$315.94 - $371.96 $31.6K - $37.2K
5.99K $2.16M
ABT
Abbott Laboratories

Healthcare
-795
- 4.24%
$100.07 - $118.13 $79.6K - $93.9K
17.9K $2.04M
TGT
Target Corp

Consumer Defensive
-130
- 0.69%
$133.47 - $159.25 $17.4K - $20.7K
18.7K $2.91M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-460
- 0.54%
$56.04 - $62.99 $25.8K - $29K
84.7K $5.17M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-5
- 0.05%
$162.83 - $179.16 $814 - $896
9.38K $1.68M
DRI
Darden Restaurants Inc

Consumer Cyclical
-195
- 1.26%
$138.06 - $172.74 $26.9K - $33.7K
15.3K $2.51M
MA
Mastercard Inc

Financial Services
-349
- 5.3%
$429.6 - $500.99 $150K - $175K
6.24K $3.08M
CB
Chubb LTD

Financial Services
-305
- 3.21%
$252.51 - $292.2 $77K - $89.1K
9.2K $2.65M
AMP
Ameriprise Financial Inc

Financial Services
-156
- 2.17%
$391.53 - $469.81 $61.1K - $73.3K
7.05K $3.31M
META
Meta Platforms, Inc.

Communication Services
-451
- 5.73%
$453.41 - $572.44 $204K - $258K
7.42K $4.25M
CMI
Cummins Inc

Industrials
-249
- 2.91%
$266.63 - $326.4 $66.4K - $81.3K
8.3K $2.68M
ABBV
Abb Vie Inc.

Healthcare
-1.21K
- 5.5%
$163.84 - $199.33 $197K - $240K
20.7K $4.08M
BLK
Black Rock Inc.

Financial Services
-190
- 4.7%
$782.27 - $949.51 $149K - $180K
3.86K $3.66M
HD
Home Depot, Inc.

Consumer Cyclical
-115
- 1.28%
$333.64 - $405.2 $38.4K - $46.6K
8.84K $3.58M
ORCL
Oracle Corp

Technology
-1.12K
- 3.8%
$125.9 - $170.35 $141K - $191K
28.4K $4.83M
AAPL
Apple Inc.

Technology
-405
- 1.07%
$207.23 - $234.82 $83.9K - $95.1K
37.6K $8.75M
IAU
Ishares Gold Trust

ETFs
-2.79K
- 1.23%
$44.06 - $50.5 $123K - $141K
224K $11.1M
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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