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
MAN
Manpower Group Inc.

Industrials
6.79K
+ 61.62%
$66.26 - $77.13 $450K - $524K
17.8K $1.31M
NVO
Novo Nordisk A S

Healthcare
6.56K
+ 64.25%
$119.07 - $145.42 $781K - $954K
16.8K $2M
KB
Kb Financial Group Inc.

Financial Services
8.3K
+ 176.53%
$56.85 - $67.06 $472K - $557K
13K $803K
SUM
Summit Materials, Inc.

Basic Materials
1.53K
+ 0.79%
$35.61 - $41.78 $54.6K - $64K
196K $7.66M
AZEK
Azek CO Inc.

Industrials
2.3K
+ 2.64%
$36.81 - $46.9 $84.6K - $108K
89.2K $4.18M
IWR
Ishares Russell Mid Cap ETF

ETFs
5.46K
+ 124.29%
$79.92 - $88.19 $436K - $482K
9.85K $868K
SHEL
Shell PLC

Energy
8.28K
+ 137.25%
$65.65 - $73.28 $543K - $606K
14.3K $943K
WHD
Cactus, Inc.

Energy
2.06K
+ 3.71%
$51.05 - $63.46 $105K - $131K
57.6K $3.44M
MLR
Miller Industries Inc

Consumer Cyclical
6.67K
+ 40.68%
$53.35 - $68.06 $356K - $454K
23.1K $1.41M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
4.83K
+ 102.37%
$86.85 - $95.74 $420K - $463K
9.55K $914K
FREL
Fidelity Covington Tr Msci Rea

ETFs
10.2K
+ 21.91%
$25.07 - $29.94 $255K - $305K
56.7K $1.67M
LYTS
Lsi Industries Inc

Technology
25.5K
+ 59.41%
$13.9 - $17.06 $354K - $435K
68.3K $1.1M
ITOT
Ishares Core S&P Total U.S. St

ETFs
3.47K
+ 57.99%
$113.41 - $125.62 $394K - $436K
9.47K $1.19M
PODD
Insulet Corp

Healthcare
268
+ 2.09%
$180.69 - $239.01 $48.4K - $64.1K
13.1K $3.05M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.34K
+ 112.83%
$51.02 - $52.74 $425K - $440K
15.7K $827K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
6.04K
+ 48.51%
$58.03 - $65.37 $351K - $395K
18.5K $1.2M
CYBR
Cyber Ark Software Ltd.

Technology
487
+ 3.0%
$241.52 - $291.61 $118K - $142K
16.7K $4.87M
WSM
Williams Sonoma Inc

Consumer Cyclical
12.4K
+ 106.35%
$128.47 - $280.94 $1.59M - $3.48M
24.1K $3.73M
BC
Brunswick Corp

Consumer Cyclical
4.6K
+ 109.82%
$69.46 - $84.53 $319K - $388K
8.78K $736K
DOV
Dover Corp

Industrials
2.14K
+ 122.57%
$172.5 - $193.03 $369K - $413K
3.89K $745K
OPCH
Option Care Health, Inc.

Healthcare
5.3K
+ 7.62%
$26.73 - $32.74 $142K - $174K
74.9K $2.34M
GNTX
Gentex Corp

Consumer Cyclical
17.9K
+ 60.73%
$28.39 - $35.19 $509K - $631K
47.5K $1.41M
STAG
Stag Industrial, Inc.

Real Estate
9.24K
+ 57.57%
$35.42 - $40.98 $327K - $379K
25.3K $988K
LANC
Lancaster Colony Corp

Consumer Defensive
2.35K
+ 100.0%
$167.65 - $198.49 $394K - $467K
4.7K $830K
APOG
Apogee Enterprises, Inc.

Industrials
4.97K
+ 98.91%
$58.62 - $70.02 $291K - $348K
10K $699K
CAH
Cardinal Health Inc

Healthcare
1.87K
+ 13.77%
$93.74 - $114.66 $175K - $215K
15.5K $1.71M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
236
+ 0.37%
$75.47 - $83.18 $17.8K - $19.6K
64K $5.32M
IYH
Ishares Tr

ETFs
2.87K
+ 6.68%
$60.29 - $66.38 $173K - $191K
45.8K $2.98M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
11.1K
+ 100.0%
$22.07 - $28.04 $245K - $311K
22.2K $598K
SLB
Schlumberger Limited

Energy
12K
+ 38.9%
$39.57 - $49.67 $475K - $596K
42.8K $1.8M
TRNO
Terreno Realty Corp

Real Estate
665
+ 1.84%
$59.43 - $71.02 $39.5K - $47.2K
36.9K $2.46M
MORN
Morningstar, Inc.

Financial Services
337
+ 3.79%
$295.85 - $326.31 $99.7K - $110K
9.24K $2.95M
NDAQ
Nasdaq, Inc.

Financial Services
3.67K
+ 104.09%
$59.48 - $74.31 $218K - $273K
7.19K $525K
FHI
Federated Hermes, Inc.

Financial Services
6.91K
+ 55.78%
$32.18 - $37.3 $222K - $258K
19.3K $709K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
2.83K
+ 53.29%
$104.47 - $116.17 $295K - $328K
8.13K $877K
ACWI
Ishares Msci Acwi ETF

ETFs
352
+ 0.97%
$107.24 - $119.84 $37.7K - $42.2K
36.5K $4.36M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
3.4K
+ 28.48%
$67.43 - $74.23 $229K - $252K
15.3K $1.11M
WY
Weyerhaeuser CO

Real Estate
4
+ 0.01%
$27.05 - $33.84 $108 - $135
54.2K $1.83M
SCHP
Schwab Strategic Us Tips ETF

ETFs
3.67K
+ 6.23%
$51.58 - $53.79 $189K - $197K
62.6K $3.36M
MBB
Ishares Tr

ETFs
450
+ 0.76%
$90.85 - $96.66 $40.9K - $43.5K
59.5K $5.7M
AQN
Algonquin Power & Utilities Corp.

Utilities
56K
+ 72.32%
$5.11 - $6.29 $286K - $352K
133K $727K
ASB
Associated Banc Corp

Financial Services
11.6K
+ 46.05%
$20.07 - $23.95 $233K - $278K
36.8K $793K
VMI
Valmont Industries Inc

Industrials
273
+ 2.38%
$260.22 - $302.59 $71K - $82.6K
11.7K $3.4M
INFY
Infosys LTD

Technology
8.15K
+ 42.17%
$18.76 - $23.28 $153K - $190K
27.5K $612K
GLOB
Globant S.A.

Technology
1.08K
+ 70.62%
$176.29 - $207.07 $190K - $223K
2.61K $516K
NGVT
Ingevity Corp

Basic Materials
6.99K
+ 97.9%
$32.91 - $47.24 $230K - $330K
14.1K $551K
OMF
One Main Holdings, Inc.

Financial Services
5.3K
+ 50.92%
$43.27 - $53.14 $229K - $282K
15.7K $739K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
727
+ 2.83%
$90.87 - $102.43 $66.1K - $74.5K
26.4K $2.61M
BLK
Black Rock Inc.

Financial Services
160
+ 36.12%
$782.27 - $949.51 $125K - $152K
603 $572K
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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