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
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
19K
+ 109.59%
$53.53 - $71.86 $1.02M - $1.37M
36.3K $2.55M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.6K
+ 2.24%
$64.35 - $75.71 $231K - $272K
164K $12.1M
VCEL
Vericel Corp

Healthcare
48.3K
+ 38.21%
$42.25 - $53.56 $2.04M - $2.59M
175K $7.38M
LMAT
Lemaitre Vascular Inc

Healthcare
4.93K
+ 4.7%
$80.3 - $92.89 $396K - $458K
110K $10.2M
TTE
Total Energies Se

Energy
22.7K
New
$68.61 - $68.61 $1.55M - $1.55M
22.7K $1.55M
HSY
Hershey CO

Consumer Defensive
7.92K
+ 299.51%
$182.45 - $203.25 $1.44M - $1.61M
10.6K $2.02M
MMSI
Merit Medical Systems Inc

Healthcare
4.61K
+ 5.53%
$84.12 - $100.23 $388K - $462K
88K $8.69M
DSGX
Descartes Systems Group Inc

Technology
5.99K
+ 4.05%
$93.79 - $104.9 $562K - $628K
154K $15.8M
KNSL
Kinsale Capital Group, Inc.

Financial Services
1.97K
+ 26.89%
$370.41 - $491.09 $731K - $969K
9.31K $4.33M
T
At&T Inc.

Communication Services
49K
+ 33.12%
$18.21 - $22.28 $893K - $1.09M
197K $4.34M
VDC
Vanguard Consumer Staples ETF

ETFs
6.04K
+ 52.59%
$201.77 - $221.32 $1.22M - $1.34M
17.5K $3.83M
VOD
Vodafone Group Public LTD CO

Communication Services
148K
New
$8.8 - $10.35 $1.3M - $1.53M
148K $1.49M
AMP
Ameriprise Financial Inc

Financial Services
2.96K
+ 171.21%
$391.53 - $469.81 $1.16M - $1.39M
4.69K $2.2M
TRV
Travelers Companies, Inc.

Financial Services
5.05K
+ 55.14%
$201.87 - $242.35 $1.02M - $1.22M
14.2K $3.33M
CNMD
Conmed Corp

Healthcare
20.3K
New
$64.09 - $76.92 $1.3M - $1.57M
20.3K $1.46M
BCPC
Balchem Corp

Basic Materials
2.59K
+ 5.65%
$154.1 - $181.56 $399K - $470K
48.3K $8.5M
EOG
Eog Resources Inc

Energy
14.5K
+ 12.9%
$117.9 - $132.65 $1.71M - $1.93M
127K $15.6M
FLCH
Franklin Templeton ETF Tr

ETFs
15.1K
+ 4.68%
$15.81 - $20.11 $239K - $304K
338K $6.79M
BAC
Bank Of America Corp

Financial Services
35.7K
+ 37.11%
$36.65 - $44.13 $1.31M - $1.57M
132K $5.23M
SNA
Snap On Inc

Industrials
3.71K
+ 35.53%
$255.35 - $289.77 $947K - $1.08M
14.2K $4.1M
AIZ
Assurant, Inc.

Financial Services
6.01K
+ 117.9%
$161.28 - $199.95 $970K - $1.2M
11.1K $2.21M
LCII
Lci Industries

Consumer Cyclical
9.48K
+ 76.34%
$97.61 - $123.73 $926K - $1.17M
21.9K $2.64M
SPSC
Sps Commerce Inc

Technology
2.62K
+ 1.86%
$185.76 - $215.42 $487K - $565K
144K $27.9M
VXF
Vanguard Extended Market ETF

ETFs
7.28K
New
$163.98 - $182.92 $1.19M - $1.33M
7.28K $1.32M
BAH
Booz Allen Hamilton Holding Corp

Industrials
2.16K
+ 2.05%
$138.82 - $162.76 $299K - $351K
107K $17.5M
IWM
Ishares Russell 2000 ETF

ETFs
5.61K
+ 232.89%
$200.87 - $224.6 $1.13M - $1.26M
8.02K $1.77M
VB
Vanguard Small Cap ETF

ETFs
4.81K
+ 65.87%
$214.77 - $237.72 $1.03M - $1.14M
12.1K $2.87M
ITGR
Integer Holdings Corp

Healthcare
1.82K
+ 2.48%
$110.25 - $131.62 $201K - $239K
75.1K $9.77M
NI
Nisource Inc.

Utilities
36.7K
New
$28.54 - $34.64 $1.05M - $1.27M
36.7K $1.27M
BX
Blackstone Inc.

Financial Services
6.85K
+ 98.28%
$120.77 - $159.66 $828K - $1.09M
13.8K $2.12M
TIP
Ishares Tr Tips Bd ETF

ETFs
10.7K
+ 59.93%
$105.92 - $110.83 $1.14M - $1.19M
28.6K $3.16M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.96K
New
$386.81 - $423.12 $1.14M - $1.25M
2.96K $1.25M
VO
Vanguard Mid Cap ETF

ETFs
4.63K
+ 361.33%
$237.84 - $263.83 $1.1M - $1.22M
5.91K $1.56M
ARCC
Ares Capital Corp

Financial Services
57.4K
+ 28.89%
$19.8 - $21.28 $1.14M - $1.22M
256K $5.36M
JCI
Johnson Controls International PLC

Industrials
12.5K
+ 57.0%
$65.52 - $77.61 $821K - $972K
34.5K $2.68M
PEN
Penumbra Inc

Healthcare
390
+ 0.49%
$163.64 - $210.12 $63.8K - $81.9K
80.5K $15.6M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
9.72K
New
$111.9 - $124.28 $1.09M - $1.21M
9.72K $1.2M
SU
Suncor Energy Inc

Energy
35.1K
+ 35.05%
$36.06 - $41.7 $1.27M - $1.47M
135K $5M
WHR
Whirlpool Corp

Consumer Cyclical
10.5K
+ 116.42%
$90.25 - $112.34 $950K - $1.18M
19.6K $2.09M
MCHP
Microchip Technology Inc

Technology
14.4K
New
$72.0 - $95.98 $1.04M - $1.38M
14.4K $1.16M
MLM
Martin Marietta Materials Inc

Basic Materials
2.52K
+ 4.28%
$502.48 - $593.35 $1.27M - $1.5M
61.4K $33M
ATO
Atmos Energy Corp

Utilities
8.02K
New
$114.08 - $138.75 $915K - $1.11M
8.02K $1.11M
ICFI
Icf International, Inc.

Industrials
739
+ 1.37%
$129.47 - $169.48 $95.7K - $125K
54.5K $9.09M
VT
Vanguard Total World Stk Index

ETFs
9.19K
New
$107.72 - $119.96 $990K - $1.1M
9.19K $1.1M
ALC
Alcon Inc

Healthcare
11K
New
$88.07 - $100.79 $969K - $1.11M
11K $1.1M
VUG
Vanguard Growth ETF

ETFs
2.17K
+ 8.23%
$341.08 - $391.94 $739K - $849K
28.5K $10.9M
XYL
Xylem Inc.

Industrials
8.04K
New
$126.14 - $141.53 $1.01M - $1.14M
8.04K $1.09M
ITT
Itt Inc.

Industrials
4.83K
+ 27.27%
$125.05 - $150.55 $604K - $727K
22.5K $3.37M
ANSS
Ansys Inc

Technology
3.34K
New
$296.54 - $331.25 $990K - $1.11M
3.34K $1.06M
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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