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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
662
+ 3.75%
$1015.62 - $1159.62 $672K - $768K
18.3K $21.1M
TDY
Teledyne Technologies Inc

Technology
1.84K
+ 5.58%
$381.47 - $437.71 $702K - $806K
34.8K $15.2M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
74.8K
New
$30.53 - $33.02 $2.28M - $2.47M
74.8K $2.45M
HMC
Honda Motor CO LTD

Consumer Cyclical
76.9K
New
$29.02 - $33.61 $2.23M - $2.59M
76.9K $2.44M
MS
Morgan Stanley

Financial Services
22.3K
+ 239.04%
$92.07 - $106.96 $2.05M - $2.38M
31.6K $3.3M
AON
Aon PLC

Financial Services
6.79K
+ 922.42%
$293.16 - $351.06 $1.99M - $2.38M
7.53K $2.6M
AMAT
Applied Materials Inc

Technology
22.5K
+ 35.27%
$174.88 - $254.97 $3.94M - $5.74M
86.4K $17.4M
PGR
Progressive Corp

Financial Services
7.65K
+ 83.41%
$209.46 - $259.24 $1.6M - $1.98M
16.8K $4.27M
WAL
Western Alliance Bancorporation

Financial Services
26K
New
$61.15 - $88.41 $1.59M - $2.3M
26K $2.25M
IBM
International Business Machines Corp

Technology
7.49K
+ 61.13%
$175.1 - $223.38 $1.31M - $1.67M
19.7K $4.36M
BRO
Brown & Brown, Inc.

Financial Services
1.78K
+ 1.25%
$89.11 - $105.82 $159K - $188K
144K $14.9M
PHO
Invesco Exchange Traded Fd Tr

ETFs
30.1K
New
$63.82 - $70.54 $1.92M - $2.13M
30.1K $2.13M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.12K
+ 1.31%
$57.69 - $64.56 $238K - $266K
318K $20.3M
DD
Du Pont De Nemours, Inc.

Basic Materials
16.5K
+ 22.14%
$77.22 - $89.49 $1.28M - $1.48M
91.2K $8.12M
CTVA
Corteva, Inc.

Basic Materials
29.4K
+ 38.07%
$50.72 - $58.78 $1.49M - $1.73M
107K $6.27M
PAYX
Paychex Inc

Industrials
15.3K
+ 763.25%
$116.17 - $135.19 $1.77M - $2.06M
17.3K $2.32M
TMUS
T Mobile Us, Inc.

Communication Services
10K
New
$175.14 - $206.36 $1.75M - $2.06M
10K $2.06M
IAUM
I Shares Gold Trust Micro

ETFs
78.6K
New
$23.25 - $26.67 $1.83M - $2.1M
78.6K $2.06M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10.1K
New
$178.94 - $207.0 $1.8M - $2.08M
10.1K $2.02M
CNS
Cohen & Steers, Inc.

Financial Services
1.64K
+ 2.06%
$70.88 - $97.15 $116K - $159K
81.1K $7.78M
DHR
Danaher Corp

Healthcare
6.7K
+ 125.94%
$239.25 - $280.76 $1.6M - $1.88M
12K $3.34M
MCO
Moodys Corp

Financial Services
519
+ 1.64%
$421.49 - $494.67 $219K - $257K
32.1K $15.2M
CTSH
Cognizant Technology Solutions Corp

Technology
24.8K
New
$66.89 - $77.87 $1.66M - $1.93M
24.8K $1.92M
TXN
Texas Instruments Inc

Technology
9.75K
+ 167.31%
$194.6 - $194.6 $1.9M - $1.9M
15.6K $3.03M
NSC
Norfolk Southern Corp

Industrials
7.38K
+ 484.63%
$213.75 - $259.69 $1.58M - $1.92M
8.9K $2.21M
BSX
Boston Scientific Corp

Healthcare
4.76K
+ 2.19%
$72.96 - $84.0 $347K - $400K
222K $18.6M
CL
Colgate Palmolive CO

Consumer Defensive
8.62K
+ 6.08%
$95.54 - $108.77 $823K - $937K
150K $15.6M
PEP
Pepsico Inc

Consumer Defensive
10.5K
+ 76.57%
$161.9 - $179.3 $1.7M - $1.88M
24.2K $4.11M
DY
Dycom Industries Inc

Industrials
7.4K
+ 55.15%
$165.44 - $197.22 $1.22M - $1.46M
20.8K $4.1M
TFC
Truist Financial Corp

Financial Services
42.9K
New
$38.22 - $44.94 $1.64M - $1.93M
42.9K $1.83M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.31K
+ 1.98%
$259.22 - $299.75 $339K - $392K
67.4K $19M
ABT
Abbott Laboratories

Healthcare
12.4K
+ 30.61%
$100.07 - $118.13 $1.24M - $1.47M
52.9K $6.04M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
91.1K
New
$18.29 - $20.25 $1.67M - $1.85M
91.1K $1.79M
AME
Ametek Inc

Industrials
9.93K
+ 81.43%
$152.74 - $176.01 $1.52M - $1.75M
22.1K $3.8M
GIS
General Mills Inc

Consumer Defensive
21.9K
+ 154.79%
$62.5 - $75.15 $1.37M - $1.65M
36.1K $2.66M
FTNT
Fortinet, Inc.

Technology
2.3K
+ 2.52%
$55.39 - $77.55 $127K - $178K
93.6K $7.26M
IVV
Ishares Core S&P 500 ETF

ETFs
2.08K
+ 11.3%
$520.18 - $576.82 $1.08M - $1.2M
20.5K $11.8M
NFLX
Netflix Inc

Communication Services
1.66K
+ 10.68%
$598.55 - $722.26 $991K - $1.2M
17.2K $12.2M
ITW
Illinois Tool Works Inc

Industrials
879
+ 1.51%
$233.14 - $263.97 $205K - $232K
59.1K $15.5M
WTS
Watts Water Technologies Inc

Industrials
525
+ 0.8%
$175.53 - $207.88 $92.2K - $109K
66.1K $13.7M
AVT
Avnet Inc

Technology
28.4K
+ 62.28%
$49.63 - $55.43 $1.41M - $1.57M
73.9K $4.01M
MOD
Modine Manufacturing CO

Consumer Cyclical
10K
+ 100.0%
$94.6 - $133.72 $946K - $1.34M
20K $2.66M
BMI
Badger Meter Inc

Technology
739
+ 1.6%
$184.77 - $219.63 $137K - $162K
46.9K $10.2M
EEM
Ishares Msci Emerging Markets

ETFs
28.9K
+ 30.3%
$40.42 - $46.7 $1.17M - $1.35M
124K $5.71M
PJT
Pjt Partners Inc.

Financial Services
2.08K
+ 3.94%
$108.91 - $136.42 $226K - $283K
54.7K $7.29M
LGND
Ligand Pharmaceuticals Inc

Healthcare
2.07K
+ 2.35%
$82.7 - $110.11 $171K - $228K
90.3K $9.05M
ABCB
Ameris Bancorp

Financial Services
3.33K
+ 2.87%
$48.61 - $65.14 $162K - $217K
119K $7.44M
AMT
American Tower Corp

Real Estate
6.64K
+ 446.3%
$192.27 - $242.73 $1.28M - $1.61M
8.13K $1.89M
FDS
Factset Research Systems Inc

Financial Services
330
+ 1.18%
$397.04 - $469.48 $131K - $155K
28.3K $13M
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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