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
Profesionally Managed Portfo
1.91M
New
N/A
1.91M $0
Te Connectivity PLC
125K
New
N/A
125K $0
Profesionally Managed Portfo
5.64K
+ 41.17%
N/A
19.3K $0
Canadian Pacific Kansas City
7.93K
+ 18.47%
N/A
50.9K $0
Rb Global Inc
3.83K
New
N/A
3.83K $0
CARY
Angel Oak Fds Tr Income Etf(De
4.08K
+ 0.54%
N/A
761K $0
MOGA
Moog Inc Cla
701
+ 2.01%
N/A
35.6K $0
UYLD
Angel Oak Fds Tr Ultrashort In
25.5K
+ 11.02%
N/A
257K $0
Matthews Intl Fds
1.1M
New
N/A
1.1M $0
Territorial Bancorp Inc
20K
New
N/A
20K $0
Doubleline ETF Trust
7.98K
+ 1.61%
N/A
502K $0
Natwest Group PLC
28.9K
New
N/A
28.9K $0
Fidelity Covington Trust
7
+ 0.08%
N/A
8.67K $0
Blackrock ETF Trust Ii
7.85K
New
N/A
7.85K $0
Knife River Corp
2.59K
+ 3.19%
N/A
83.6K $0
Kenvue Inc
164K
+ 259.4%
N/A
227K $0
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
228
+ 0.65%
$62.4 - $62.4 $14.2K - $14.2K
35.6K $2.22M
ASAI
Sendas Distributor S.A.

Consumer Defensive
7.13K
+ 29.97%
$6.88 - $10.7 $49.1K - $76.3K
30.9K $212K
CDNS
Cadence Design Systems Inc

Technology
222
+ 10.05%
$246.84 - $321.11 $54.8K - $71.3K
2.43K $658K
SMPL
Simply Good Foods CO

Consumer Defensive
1.09K
+ 1.85%
$31.31 - $37.21 $34K - $40.4K
59.7K $2.07M
LRCX
Lam Research Corp

Technology
165
+ 22.3%
$731.56 - $1127.3 $121K - $186K
905 $738K
RJF
Raymond James Financial Inc

Financial Services
501
+ 0.42%
$106.39 - $125.13 $53.3K - $62.7K
119K $14.6M
DELL
Dell Technologies Inc.

Technology
6
+ 0.12%
$87.89 - $145.97 $527 - $876
4.95K $586K
TTWO
Take Two Interactive Software Inc

Communication Services
211
+ 0.27%
$135.67 - $161.71 $28.6K - $34.1K
77K $11.8M
RRC
Range Resources Corp

Energy
1.5K
+ 2.07%
$27.91 - $34.84 $41.9K - $52.3K
73.9K $2.27M
XLK
Technology Sector Spdr

ETFs
1.39K
+ 0.14%
$197.34 - $237.68 $275K - $331K
1.02M $229M
DECK
Deckers Outdoor Corp

Consumer Cyclical
101K
+ 502.15%
$150.73 - $974.56 $15.3M - $98.8M
122K $19.4M
CASY
Caseys General Stores Inc

Consumer Cyclical
133
+ 0.32%
$354.52 - $391.16 $47.2K - $52K
42.2K $15.8M
SM
Sm Energy CO

Energy
2.36K
+ 2.18%
$38.07 - $47.26 $89.8K - $112K
111K $4.43M
MU
Micron Technology Inc

Technology
793
+ 4.07%
$86.27 - $136.82 $68.4K - $108K
20.3K $2.1M
FN
Fabrinet

Technology
51
+ 0.08%
$193.84 - $273.5 $9.89K - $13.9K
60.7K $14.4M
TROW
Price T Rowe Group Inc

Financial Services
510
+ 0.58%
$101.71 - $120.75 $51.9K - $61.6K
87.9K $9.57M
PSX
Phillips 66

Energy
701
+ 1.14%
$125.0 - $147.17 $87.6K - $103K
62.4K $8.2M
INTU
Intuit Inc

Technology
659
+ 2.28%
$602.97 - $670.49 $397K - $442K
29.6K $18.4M
COP
Conocophillips

Energy
4.34K
+ 3.01%
$102.3 - $116.61 $444K - $507K
149K $15.7M
NVMI
Nova Ltd.

Technology
269
+ 0.76%
$172.87 - $244.49 $46.5K - $65.8K
35.5K $7.4M
WST
West Pharmaceutical Services Inc

Healthcare
52
+ 0.13%
$277.16 - $333.3 $14.4K - $17.3K
38.8K $11.7M
SAIA
Saia Inc

Industrials
104
+ 0.32%
$367.6 - $509.42 $38.2K - $53K
33.1K $14.5M
NXPI
Nxp Semiconductors N.V.

Technology
1.51K
+ 2.1%
$225.14 - $290.78 $340K - $439K
73.2K $17.6M
SNPS
Synopsys Inc

Technology
715
+ 1.97%
$463.97 - $621.3 $332K - $444K
37K $18.7M
WFRD
Weatherford International PLC

Energy
141
+ 0.14%
$84.06 - $134.26 $11.9K - $18.9K
99.9K $8.48M
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email