Congress Wealth Management LLC Purchases in Q3 2024

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
663K
+ 15904.41%
$162.83 - $179.16 $108M - $119M
668K $120M
VIG
Vanguard Dividend Appreciation

ETFs
326K
+ 11102.83%
$182.15 - $182.15 $59.4M - $59.4M
329K $59.9M
AAPL
Apple Inc.

Technology
178K
+ 32.74%
$207.23 - $234.82 $36.9M - $41.8M
721K $168M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
371K
+ 6189.24%
$117.9 - $128.2 $43.7M - $47.5M
377K $48.3M
XLRE
Select Sector Spdr Tr Real Est

ETFs
932K
+ 11461.79%
$38.04 - $45.36 $35.4M - $42.3M
940K $42M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
833K
+ 19319.23%
$48.06 - $49.39 $40M - $41.1M
837K $41.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
628K
+ 418.43%
$57.32 - $62.65 $36M - $39.4M
778K $48.5M
DGS
Wisdomtree Emerging Markets Sm

ETFs
641K
New
$48.46 - $54.37 $31.1M - $34.8M
641K $34.4M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
275K
+ 236.24%
$105.53 - $118.34 $29M - $32.5M
391K $45.7M
MSFT
Microsoft Corp

Technology
78.3K
+ 32.38%
$395.15 - $467.56 $30.9M - $36.6M
320K $138M
META
Meta Platforms, Inc.

Communication Services
31.5K
+ 29.79%
$453.41 - $572.44 $14.3M - $18M
137K $78.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
39K
+ 83.74%
$405.19 - $478.57 $15.8M - $18.7M
85.5K $39.4M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
115K
+ 753.28%
$152.9 - $180.39 $17.7M - $20.8M
131K $22.8M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
280K
+ 39.55%
$53.15 - $59.61 $14.9M - $16.7M
990K $58M
VZ
Verizon Communications Inc

Communication Services
434K
+ 483.67%
$38.89 - $45.0 $16.9M - $19.5M
523K $23.5M
XOM
Exxon Mobil Corp

Energy
156K
+ 86.25%
$109.72 - $119.0 $17.1M - $18.5M
337K $39.5M
PNC
Pnc Financial Services Group, Inc.

Financial Services
85.3K
+ 95.81%
$156.14 - $187.2 $13.3M - $16M
174K $32.2M
DVY
Ishares Tr

ETFs
135K
New
$119.99 - $135.74 $16.2M - $18.4M
135K $18.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
299K
New
$49.83 - $62.75 $14.9M - $18.8M
299K $17.2M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
688K
New
$18.88 - $22.7 $13M - $15.6M
688K $15.4M
USFD
Us Foods Holding Corp.

Consumer Defensive
238K
New
$50.06 - $62.82 $11.9M - $14.9M
238K $14.6M
JNJ
Johnson & Johnson

Healthcare
82.3K
+ 132.04%
$145.48 - $167.38 $12M - $13.8M
145K $23.4M
ATR
Aptargroup, Inc.

Healthcare
88.7K
New
$138.54 - $160.11 $12.3M - $14.2M
88.7K $14.2M
CW
Curtiss Wright Corp

Industrials
40.5K
+ 261.5%
$265.18 - $332.22 $10.7M - $13.4M
55.9K $18.4M
PANW
Palo Alto Networks Inc

Technology
40.8K
+ 487.25%
$294.18 - $368.01 $12M - $15M
49.2K $16.8M
KO
Coca Cola CO

Consumer Defensive
70.8K
+ 6.71%
$62.69 - $73.01 $4.44M - $5.17M
1.13M $81M
TMO
Thermo Fisher Scientific Inc.

Healthcare
21.7K
+ 951.21%
$531.86 - $624.21 $11.5M - $13.5M
24K $14.8M
HALO
Halozyme Therapeutics, Inc.

Healthcare
231K
+ 345.09%
$51.3 - $64.42 $11.9M - $14.9M
298K $17.1M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
23.3K
+ 55.5%
$475.2 - $527.7 $11.1M - $12.3M
65.3K $34.4M
PTC
Ptc Inc.

Technology
73.1K
+ 375.57%
$164.85 - $187.32 $12.1M - $13.7M
92.6K $16.7M
EPD
Enterprise Products Partners L.P.

Energy
412K
+ 1150.15%
$27.88 - $30.0 $11.5M - $12.4M
448K $13M
ALL
Allstate Corp

Financial Services
37K
+ 24.55%
$158.43 - $192.86 $5.87M - $7.14M
188K $35.6M
CVS
Cvs Health Corp

Healthcare
173K
+ 169.12%
$55.81 - $63.18 $9.68M - $11M
276K $17.3M
CACI
Caci International Inc

Technology
26.3K
New
$427.76 - $427.76 $11.3M - $11.3M
26.3K $11.3M
VTI
Vanguard Total Stock Market Et

ETFs
36.6K
+ 499.14%
$255.18 - $283.2 $9.33M - $10.4M
43.9K $12.4M
NEE
Nextera Energy Inc

Utilities
86.5K
+ 38.15%
$69.9 - $84.97 $6.04M - $7.35M
313K $26.5M
D
Dominion Energy, Inc

Utilities
177K
+ 3924.92%
$48.01 - $58.53 $8.51M - $10.4M
182K $10.5M
GOOG
Alphabet Inc.

Communication Services
77K
+ 47.25%
$149.54 - $192.66 $11.5M - $14.8M
240K $40.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
123K
+ 455.3%
$76.94 - $79.54 $9.45M - $9.76M
150K $11.9M
ABBV
Abb Vie Inc.

Healthcare
24.3K
+ 14.53%
$163.84 - $199.33 $3.97M - $4.84M
191K $37.8M
HD
Home Depot, Inc.

Consumer Cyclical
7.46K
+ 7.72%
$333.64 - $405.2 $2.49M - $3.02M
104K $42.2M
LOW
Lowes Companies Inc

Consumer Cyclical
23K
+ 44.75%
$213.3 - $270.78 $4.91M - $6.23M
74.4K $20.1M
AFL
Aflac Inc

Financial Services
56.2K
+ 50.22%
$88.52 - $111.8 $4.97M - $6.28M
168K $18.8M
FPX
First Trust Us Equity Opportun

ETFs
78.8K
New
$92.33 - $110.55 $7.27M - $8.71M
78.8K $8.68M
AXP
American Express CO

Financial Services
24.9K
+ 55.78%
$225.92 - $271.17 $5.63M - $6.75M
69.6K $18.9M
MA
Mastercard Inc

Financial Services
14.3K
+ 67.66%
$429.6 - $500.99 $6.16M - $7.18M
35.5K $17.5M
UNH
Unitedhealth Group Inc

Healthcare
8.35K
+ 19.23%
$488.01 - $604.18 $4.07M - $5.04M
51.7K $30.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
145K
+ 56.38%
$41.9 - $48.26 $6.06M - $6.98M
401K $19.2M
V
Visa Inc.

Financial Services
22.2K
+ 15.33%
$253.74 - $291.56 $5.63M - $6.47M
167K $45.9M
Activity Summary
Buys All Purchases 592 New Holdings 171 Increased Positions 421 Sells All Sells 204 Reductions 204 Sold out 0 Options Calls 0 Puts 0
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