Congress Wealth Management LLC Incresed Positions in Q3 2024

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ICFI
Icf International, Inc.

Industrials
739
+ 1.37%
$129.47 - $169.48 $95.7K - $125K
54.5K $9.09M
VUG
Vanguard Growth ETF

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

Industrials
4.83K
+ 27.27%
$125.05 - $150.55 $604K - $727K
22.5K $3.37M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.1K
+ 8.16%
$36.02 - $41.68 $435K - $503K
160K $6.6M
NPO
Enpro Industries, Inc

Industrials
450
+ 0.79%
$141.73 - $171.51 $63.8K - $77.2K
57.3K $9.29M
RPM
Rpm International Inc

Basic Materials
7.71K
+ 141.69%
$103.91 - $125.03 $801K - $963K
13.1K $1.59M
IWP
Ishares Russell Mid Cap Growth

ETFs
8.14K
+ 145.45%
$103.87 - $117.59 $845K - $957K
13.7K $1.61M
VGT
Vanguard Information Technolog

ETFs
1.65K
+ 76.36%
$514.43 - $606.85 $851K - $1M
3.82K $2.24M
LEG
Leggett & Platt Inc

Consumer Cyclical
58K
+ 63.06%
$10.67 - $14.12 $619K - $819K
150K $2.04M
TSLA
Tesla, Inc.

Consumer Cyclical
1.72K
+ 22.39%
$191.76 - $263.26 $330K - $453K
9.4K $2.46M
ADBE
Adobe Inc.

Technology
2.1K
+ 44.15%
$508.13 - $586.55 $1.07M - $1.23M
6.86K $3.55M
PM
Philip Morris International Inc.

Consumer Defensive
6.88K
+ 204.83%
$101.25 - $127.45 $696K - $876K
10.2K $1.24M
AVAV
Aero Vironment Inc

Industrials
257
+ 0.56%
$164.14 - $204.5 $42.2K - $52.6K
46.3K $9.28M
XEL
Xcel Energy Inc

Utilities
12.8K
+ 286.78%
$52.11 - $65.3 $668K - $837K
17.3K $1.13M
THC
Tenet Healthcare Corp

Healthcare
3.99K
+ 60.06%
$129.27 - $168.03 $515K - $670K
10.6K $1.77M
GOOGL
Alphabet Inc.

Communication Services
23.5K
+ 12.62%
$148.65 - $191.18 $3.49M - $4.49M
209K $34.7M
SAP
Sap Se

Technology
3.49K
+ 310.51%
$197.21 - $231.0 $688K - $805K
4.61K $1.06M
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.78K
+ 31.15%
$71.45 - $75.64 $699K - $740K
41.2K $3.09M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.2K
+ 323.7%
$50.25 - $50.74 $813K - $821K
21.2K $1.07M
IWV
Ishares Russell 3000 ETF

ETFs
2.34K
+ 81.99%
$294.75 - $326.73 $688K - $763K
5.18K $1.69M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
5.23K
+ 3.9%
$65.26 - $75.5 $341K - $395K
139K $10M
ED
Consolidated Edison Inc

Utilities
6.31K
+ 64.05%
$88.42 - $104.97 $558K - $662K
16.2K $1.68M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.27K
+ 5.31%
$33.74 - $37.96 $313K - $352K
184K $6.9M
PKG
Packaging Corp Of America

Consumer Cyclical
3.45K
+ 287.25%
$176.32 - $215.7 $608K - $744K
4.65K $1M
VVV
Valvoline Inc

Energy
30.6K
+ 7.84%
$38.64 - $47.6 $1.18M - $1.46M
420K $17.6M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.7K
+ 0.85%
$45.2 - $47.87 $122K - $129K
321K $15.2M
JEF
Jefferies Financial Group Inc.

Financial Services
8.01K
+ 39.84%
$49.97 - $62.49 $400K - $501K
28.1K $1.73M
DVN
Devon Energy Corp

Energy
31.1K
+ 51.89%
$37.87 - $48.65 $1.18M - $1.51M
91K $3.56M
CNI
Canadian National Railway CO

Industrials
6.03K
+ 209.27%
$110.1 - $123.65 $664K - $745K
8.91K $1.04M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.41K
+ 1.7%
$46.9 - $51.96 $113K - $125K
144K $7.44M
MO
Altria Group, Inc.

Consumer Defensive
12.3K
+ 98.54%
$45.95 - $54.71 $566K - $674K
24.8K $1.27M
MMM
3 M CO

Industrials
3.5K
+ 58.72%
$99.69 - $139.42 $349K - $488K
9.46K $1.29M
CAG
Conagra Brands Inc.

Consumer Defensive
18K
+ 85.19%
$28.13 - $32.83 $505K - $590K
39.1K $1.27M
SBUX
Starbucks Corp

Consumer Cyclical
4.8K
+ 47.87%
$72.51 - $98.6 $348K - $473K
14.8K $1.45M
BAX
Baxter International Inc

Healthcare
13.7K
+ 48.66%
$32.85 - $40.26 $450K - $552K
41.9K $1.59M
ASIX
Advan Six Inc.

Basic Materials
13.6K
+ 43.72%
$20.9 - $30.57 $284K - $415K
44.7K $1.36M
LSTR
Landstar System Inc

Industrials
3.26K
+ 55.82%
$173.24 - $193.87 $565K - $632K
9.1K $1.72M
RGEN
Repligen Corp

Healthcare
2.06K
+ 14.02%
$119.79 - $167.35 $247K - $344K
16.7K $2.49M
MET
Metlife Inc

Financial Services
4.22K
+ 17.87%
$67.96 - $82.48 $287K - $348K
27.9K $2.3M
GE
General Electric CO

Industrials
2.31K
+ 38.99%
$156.66 - $189.66 $362K - $438K
8.24K $1.55M
MGPI
Mgp Ingredients Inc

Consumer Defensive
1.69K
+ 3.16%
$69.79 - $91.87 $118K - $155K
55.1K $4.59M
O
Realty Income Corp

Real Estate
8.83K
+ 190.32%
$52.36 - $63.42 $462K - $560K
13.5K $854K
BP
Bp PLC

Energy
20.7K
+ 143.14%
$30.78 - $37.05 $638K - $768K
35.2K $1.11M
UNP
Union Pacific Corp

Industrials
1.92K
+ 37.38%
$221.78 - $256.09 $426K - $492K
7.07K $1.74M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
4.64K
+ 3.53%
$36.07 - $43.12 $167K - $200K
136K $5.57M
VFH
Vanguard Financial ETF

ETFs
748
+ 1.58%
$99.27 - $111.21 $74.3K - $83.2K
48.1K $5.28M
PINC
Premier, Inc.

Healthcare
25.6K
+ 100.0%
$18.37 - $21.31 $470K - $546K
51.2K $1.02M
FCN
Fti Consulting, Inc

Industrials
111
+ 0.25%
$213.61 - $230.59 $23.7K - $25.6K
43.7K $9.94M
SXT
Sensient Technologies Corp

Basic Materials
6.04K
+ 60.76%
$70.26 - $81.68 $424K - $493K
16K $1.28M
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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