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
GMAB
Genmab A/S

Healthcare
8.33K
New
$23.84 - $28.48 $199K - $237K
8.33K $203K
GWRE
Guidewire Software, Inc.

Technology
1.11K
New
$137.04 - $182.94 $153K - $204K
1.11K $203K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.81K
New
$64.57 - $71.76 $181K - $201K
2.81K $201K
ES
Eversource Energy

Utilities
2.96K
New
$56.52 - $68.38 $167K - $202K
2.96K $201K
DFIV
Dimensional ETF Tr

ETFs
5.26K
New
$34.66 - $38.38 $182K - $202K
5.26K $200K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
8.82K
New
$21.61 - $22.87 $191K - $202K
8.82K $200K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
3.16K
+ 2.95%
$86.23 - $103.97 $272K - $328K
110K $10.7M
CHTR
Charter Communications, Inc.

Communication Services
618
New
$290.56 - $383.07 $180K - $237K
618 $200K
HLMN
Hillman Solutions Corp.

Industrials
18.6K
New
$8.66 - $10.66 $161K - $198K
18.6K $196K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
3.02K
New
N/A
3.02K $195K
DE
Deere & CO

Industrials
135
+ 4.52%
$344.84 - $418.0 $46.6K - $56.4K
3.12K $1.3M
BNDX
Vanguard Total International B

ETFs
3.31K
+ 25.27%
$48.42 - $50.35 $160K - $167K
16.4K $824K
ROLL
Rbc Bearings Inc

Industrials
759
New
N/A
759 $186K
NCR
Ncr Corp

Technology
11.7K
+ 59.14%
N/A
31.5K $496K
GRAB
Grab Holdings LTD

Technology
44.2K
+ 65.75%
$3.12 - $3.86 $138K - $171K
112K $422K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
213
+ 0.74%
$320.55 - $412.94 $68.3K - $88K
28.9K $11.3M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.96K
+ 33.99%
$64.53 - $72.17 $127K - $142K
7.74K $558K
GVI
Ishares Tr

ETFs
557
+ 1.59%
$103.17 - $107.43 $57.5K - $59.8K
35.7K $3.82M
WERN
Werner Enterprises Inc

Industrials
883
+ 1.73%
$34.21 - $40.44 $30.2K - $35.7K
51.9K $2M
DUK
Duke Energy Corp

Utilities
761
+ 13.42%
$99.35 - $117.71 $75.6K - $89.6K
6.43K $741K
MAR
Marriott International Inc

Consumer Cyclical
505
+ 11.72%
$211.35 - $255.11 $107K - $129K
4.81K $1.2M
PNNT
Pennantpark Investment Corp

Financial Services
22K
New
$6.62 - $7.89 $145K - $173K
22K $153K
AINV
Apollo Investment Corp

Financial Services
13.7K
+ 21.0%
N/A
78.9K $877K
UPS
United Parcel Service Inc

Industrials
1.39K
+ 1.98%
$123.32 - $147.38 $171K - $204K
71.3K $9.72M
IEMG
Ishares Inc

ETFs
2.32K
+ 1.36%
$53.64 - $53.64 $125K - $125K
174K $9.32M
CDW
Cdw Corp

Technology
468
+ 3.22%
$206.67 - $239.84 $96.7K - $112K
15K $3.39M
CLF
Cleveland Cliffs Inc.

Basic Materials
16.4K
+ 56.22%
$10.91 - $16.21 $179K - $266K
45.5K $582K
KBR
Kbr, Inc.

Industrials
1.42K
+ 3.64%
$60.85 - $69.36 $86.7K - $98.8K
40.5K $2.64M
DFAU
Dimensional ETF Tr

ETFs
1.74K
+ 6.8%
$35.8 - $39.69 $62.3K - $69K
27.3K $1.08M
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
1.72K
+ 62.58%
$59.17 - $82.38 $102K - $141K
4.46K $337K
MKSI
Mks Instruments Inc

Technology
2.06K
+ 44.16%
$103.52 - $144.6 $213K - $298K
6.73K $730K
IYT
Ishares Tr U.S. Transportation

ETFs
1.2K
+ 11.34%
$61.35 - $68.92 $73.3K - $82.4K
11.7K $808K
HYLB
Xtrackers Usd High Yield Corp

ETFs
831
+ 1.54%
$35.26 - $36.92 $29.3K - $30.7K
54.9K $2.03M
CLX
Clorox CO

Consumer Defensive
346
+ 17.47%
$131.73 - $166.97 $45.6K - $57.8K
2.33K $378K
SON
Sonoco Products CO

Consumer Cyclical
1K
+ 7.39%
$48.33 - $56.57 $48.3K - $56.6K
14.5K $793K
MUB
Ishares National Muni Bond ETF

ETFs
477
+ 1.93%
$106.13 - $108.7 $50.6K - $51.8K
25.2K $2.74M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
514
+ 1.26%
$49.77 - $51.95 $25.6K - $26.7K
41.3K $2.14M
IBB
Ishares Biotechnology ETF

ETFs
615
+ 39.42%
$135.09 - $149.47 $83.1K - $91.9K
2.18K $316K
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 8.19%
$3305.62 - $4268.05 $46.3K - $59.8K
185 $779K
UBER
Uber Technologies, Inc

Technology
790
+ 4.72%
$58.48 - $77.47 $46.2K - $61.2K
17.5K $1.32M
PWR
Quanta Services, Inc.

Industrials
22
+ 1.02%
$239.58 - $298.23 $5.27K - $6.56K
2.17K $646K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
217
+ 2.13%
$113.45 - $126.18 $24.6K - $27.4K
10.4K $1.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
474
+ 38.07%
$162.64 - $179.3 $77.1K - $85K
1.72K $308K
LECO
Lincoln Electric Holdings Inc

Industrials
310
+ 3.06%
$173.3 - $211.48 $53.7K - $65.6K
10.5K $2.01M
GLW
Corning Inc

Technology
861
+ 11.59%
$37.76 - $46.2 $32.5K - $39.8K
8.29K $374K
CB
Chubb LTD

Financial Services
104
+ 6.39%
$252.51 - $292.2 $26.3K - $30.4K
1.73K $499K
AMG
Affiliated Managers Group, Inc.

Financial Services
10
+ 0.27%
$154.72 - $185.62 $1.55K - $1.86K
3.65K $649K
DGRO
Ishares Core Dividend Growth E

ETFs
971
+ 25.59%
$57.47 - $62.76 $55.8K - $60.9K
4.77K $298K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
607
+ 3.16%
$81.31 - $83.29 $49.4K - $50.6K
19.8K $1.65M
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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