New Potomac Partners, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2024-06-30 to 2024-09-30, New Potomac Partners, LLC opened 39 positions, added to 3, reduced 30, sold out of 0 and left 14 unchanged. The largest increase in value was IAU (+$1,170,786); the largest decrease was GOOG (-$589,057).
- BX: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 1,576.
- WMT: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 2,230.
- SCHW: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 2,700.
- XPO: Country of operation United States; Class COM; Shares 2024-06-30 0; Shares 2024-09-30 1,500.
Two Form 13F-HR filings compared (SEC CIK 1731466): 2024-06-30 (filed 2024-07-18) and 2024-09-30 (filed 2024-11-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2024-06-30 | Shares 2024-09-30 | Share change | Value 2024-06-30 | Value 2024-09-30 | Value change |
|---|
BX
BLACKSTONE INC | United States | COM | 0 | 1,576 | +1,576 | $0 | $241,379 | +$241,379 |
|---|
WMT
WALMART INC | United States | COM | 0 | 2,230 | +2,230 | $0 | $180,103 | +$180,103 |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 0 | 2,700 | +2,700 | $0 | $174,987 | +$174,987 |
|---|
XPO
XPO INC | United States | COM | 0 | 1,500 | +1,500 | $0 | $161,265 | +$161,265 |
|---|
FDX
FEDEX CORP | United States | COM | 0 | 561 | +561 | $0 | $153,446 | +$153,446 |
|---|
ZTS
ZOETIS INC | United States | CL A | 0 | 780 | +780 | $0 | $152,337 | +$152,337 |
|---|
KMB
KIMBERLY-CLARK CORP | United States | COM | 0 | 959 | +959 | $0 | $136,493 | +$136,493 |
|---|
BAC
BANK AMERICA CORP | United States | COM | 0 | 3,108 | +3,108 | $0 | $123,342 | +$123,342 |
|---|
SO
SOUTHERN CO | United States | COM | 0 | 1,356 | +1,356 | $0 | $122,272 | +$122,272 |
|---|
VMRK
EQUITY RESIDENTIAL | United States | SH BEN INT | 0 | 1,624 | +1,624 | $0 | $120,893 | +$120,893 |
|---|
CLX
CLOROX CO DEL | United States | COM | 0 | 725 | +725 | $0 | $118,104 | +$118,104 |
|---|
ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 0 | 400 | +400 | $0 | $110,692 | +$110,692 |
|---|
HST
HOST HOTELS & RESORTS INC | United States | COM | 0 | 5,765 | +5,765 | $0 | $101,464 | +$101,464 |
|---|
MELI
MERCADOLIBRE INC | | COM | 0 | 48 | +48 | $0 | $98,495 | +$98,495 |
|---|
CSCO
CISCO SYS INC | United States | COM | 0 | 1,778 | +1,778 | $0 | $94,640 | +$94,640 |
|---|
MCD
MCDONALDS CORP | United States | COM | 0 | 272 | +272 | $0 | $82,824 | +$82,824 |
|---|
GXO
GXO LOGISTICS INCORPORATED | United States | COMMON STOCK | 0 | 1,500 | +1,500 | $0 | $78,105 | +$78,105 |
|---|
DUK
DUKE ENERGY CORP NEW | United States | COM NEW | 0 | 650 | +650 | $0 | $74,945 | +$74,945 |
|---|
EMR
EMERSON ELEC CO | United States | COM | 0 | 604 | +604 | $0 | $66,072 | +$66,072 |
|---|
CRL
CHARLES RIV LABS INTL INC | United States | COM | 0 | 300 | +300 | $0 | $59,091 | +$59,091 |
|---|
MMM
3M CO | United States | COM | 0 | 400 | +400 | $0 | $54,680 | +$54,680 |
|---|
SLB
SCHLUMBERGER LTD | | COM STK | 0 | 1,300 | +1,300 | $0 | $54,535 | +$54,535 |
|---|
MO
ALTRIA GROUP INC | United States | COM | 0 | 1,000 | +1,000 | $0 | $51,040 | +$51,040 |
|---|
T
AT&T INC | United States | COM | 0 | 1,679 | +1,679 | $0 | $36,938 | +$36,938 |
|---|
EOG
EOG RES INC | United States | COM | 0 | 300 | +300 | $0 | $36,879 | +$36,879 |
|---|
VZ
VERIZON COMMUNICATIONS INC | United States | COM | 0 | 800 | +800 | $0 | $35,928 | +$35,928 |
|---|
AMGN
AMGEN INC | United States | COM | 0 | 100 | +100 | $0 | $32,221 | +$32,221 |
|---|
GIS
GENERAL MLS INC | United States | COM | 0 | 400 | +400 | $0 | $29,540 | +$29,540 |
|---|
HSY
HERSHEY CO | United States | COM | 0 | 150 | +150 | $0 | $28,767 | +$28,767 |
|---|
SBUX
STARBUCKS CORP | United States | COM | 0 | 224 | +224 | $0 | $21,838 | +$21,838 |
|---|
BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 0 | 400 | +400 | $0 | $20,696 | +$20,696 |
|---|
RCL
ROYAL CARIBBEAN GROUP | United States | COM | 0 | 100 | +100 | $0 | $17,736 | +$17,736 |
|---|
D
DOMINION ENERGY INC | United States | COM | 0 | 300 | +300 | $0 | $17,337 | +$17,337 |
|---|
COLM
COLUMBIA SPORTSWEAR CO | United States | COM | 0 | 200 | +200 | $0 | $16,638 | +$16,638 |
|---|
RTX
RTX CORPORATION | United States | COM | 0 | 100 | +100 | $0 | $12,116 | +$12,116 |
|---|
BIRK
BIRKENSTOCK HOLDING PLC | United Kingdom | COM SHS | 0 | 100 | +100 | $0 | $4,929 | +$4,929 |
|---|
KMX
CARMAX INC | United States | COM | 0 | 35 | +35 | $0 | $2,709 | +$2,709 |
|---|
TSLA
TESLA INC | United States | COM | 0 | 10 | +10 | $0 | $2,617 | +$2,617 |
|---|
ACI
ALBERTSONS COS INC | United States | COMMON STOCK | 0 | 100 | +100 | $0 | $1,848 | +$1,848 |
|---|
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