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
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
400
+ 0.67%
$49.13 - $54.55 $19.7K - $21.8K
60.4K $3.26M
IDXX
Idexx Laboratories Inc

Healthcare
396
+ 49.94%
$455.08 - $517.19 $180K - $205K
1.19K $600K
CHH
Choice Hotels International Inc

Consumer Cyclical
236
+ 1.46%
$117.06 - $133.72 $27.6K - $31.6K
16.4K $2.14M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
469
+ 0.2%
$22.38 - $23.66 $10.5K - $11.1K
229K $5.38M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
3.16K
+ 2.95%
$86.23 - $103.97 $272K - $328K
110K $10.7M
ELV
Elevance Health, Inc.

Healthcare
443
+ 25.97%
$500.12 - $562.29 $222K - $249K
2.15K $1.12M
DE
Deere & CO

Industrials
135
+ 4.52%
$344.84 - $418.0 $46.6K - $56.4K
3.12K $1.3M
BNDX
Vanguard Total International B

ETFs
3.31K
+ 25.27%
$48.42 - $50.35 $160K - $167K
16.4K $824K
NCR
Ncr Corp

Technology
11.7K
+ 59.14%
N/A
31.5K $496K
GRAB
Grab Holdings LTD

Technology
44.2K
+ 65.75%
$3.12 - $3.86 $138K - $171K
112K $422K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.96K
+ 33.99%
$64.53 - $72.17 $127K - $142K
7.74K $558K
GVI
Ishares Tr

ETFs
557
+ 1.59%
$103.17 - $107.43 $57.5K - $59.8K
35.7K $3.82M
WERN
Werner Enterprises Inc

Industrials
883
+ 1.73%
$34.21 - $40.44 $30.2K - $35.7K
51.9K $2M
DUK
Duke Energy Corp

Utilities
761
+ 13.42%
$99.35 - $117.71 $75.6K - $89.6K
6.43K $741K
MAR
Marriott International Inc

Consumer Cyclical
505
+ 11.72%
$211.35 - $255.11 $107K - $129K
4.81K $1.2M
AINV
Apollo Investment Corp

Financial Services
13.7K
+ 21.0%
N/A
78.9K $877K
UPS
United Parcel Service Inc

Industrials
1.39K
+ 1.98%
$123.32 - $147.38 $171K - $204K
71.3K $9.72M
IEMG
Ishares Inc

ETFs
2.32K
+ 1.36%
$53.64 - $53.64 $125K - $125K
174K $9.32M
CDW
Cdw Corp

Technology
468
+ 3.22%
$206.67 - $239.84 $96.7K - $112K
15K $3.39M
CLF
Cleveland Cliffs Inc.

Basic Materials
16.4K
+ 56.22%
$10.91 - $16.21 $179K - $266K
45.5K $582K
KBR
Kbr, Inc.

Industrials
1.42K
+ 3.64%
$60.85 - $69.36 $86.7K - $98.8K
40.5K $2.64M
DFAU
Dimensional ETF Tr

ETFs
1.74K
+ 6.8%
$35.8 - $39.69 $62.3K - $69K
27.3K $1.08M
EDU
New Oriental Education & Technology Group Inc.

Consumer Defensive
1.72K
+ 62.58%
$59.17 - $82.38 $102K - $141K
4.46K $337K
MKSI
Mks Instruments Inc

Technology
2.06K
+ 44.16%
$103.52 - $144.6 $213K - $298K
6.73K $730K
IYT
Ishares Tr U.S. Transportation

ETFs
1.2K
+ 11.34%
$61.35 - $68.92 $73.3K - $82.4K
11.7K $808K
HYLB
Xtrackers Usd High Yield Corp

ETFs
831
+ 1.54%
$35.26 - $36.92 $29.3K - $30.7K
54.9K $2.03M
CLX
Clorox CO

Consumer Defensive
346
+ 17.47%
$131.73 - $166.97 $45.6K - $57.8K
2.33K $378K
SON
Sonoco Products CO

Consumer Cyclical
1K
+ 7.39%
$48.33 - $56.57 $48.3K - $56.6K
14.5K $793K
MUB
Ishares National Muni Bond ETF

ETFs
477
+ 1.93%
$106.13 - $108.7 $50.6K - $51.8K
25.2K $2.74M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
514
+ 1.26%
$49.77 - $51.95 $25.6K - $26.7K
41.3K $2.14M
IBB
Ishares Biotechnology ETF

ETFs
615
+ 39.42%
$135.09 - $149.47 $83.1K - $91.9K
2.18K $316K
BKNG
Booking Holdings Inc.

Consumer Cyclical
14
+ 8.19%
$3305.62 - $4268.05 $46.3K - $59.8K
185 $779K
UBER
Uber Technologies, Inc

Technology
790
+ 4.72%
$58.48 - $77.47 $46.2K - $61.2K
17.5K $1.32M
PWR
Quanta Services, Inc.

Industrials
22
+ 1.02%
$239.58 - $298.23 $5.27K - $6.56K
2.17K $646K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
217
+ 2.13%
$113.45 - $126.18 $24.6K - $27.4K
10.4K $1.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
474
+ 38.07%
$162.64 - $179.3 $77.1K - $85K
1.72K $308K
LECO
Lincoln Electric Holdings Inc

Industrials
310
+ 3.06%
$173.3 - $211.48 $53.7K - $65.6K
10.5K $2.01M
GLW
Corning Inc

Technology
861
+ 11.59%
$37.76 - $46.2 $32.5K - $39.8K
8.29K $374K
CB
Chubb LTD

Financial Services
104
+ 6.39%
$252.51 - $292.2 $26.3K - $30.4K
1.73K $499K
AMG
Affiliated Managers Group, Inc.

Financial Services
10
+ 0.27%
$154.72 - $185.62 $1.55K - $1.86K
3.65K $649K
DGRO
Ishares Core Dividend Growth E

ETFs
971
+ 25.59%
$57.47 - $62.76 $55.8K - $60.9K
4.77K $298K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
607
+ 3.16%
$81.31 - $83.29 $49.4K - $50.6K
19.8K $1.65M
VAW
Vanguard Materials ETF

ETFs
65
+ 1.91%
$189.89 - $213.71 $12.3K - $13.9K
3.47K $734K
IWB
Ishares Tr Russell 1000 ETF

ETFs
91
+ 3.86%
$283.28 - $314.39 $25.8K - $28.6K
2.45K $770K
TMDX
Trans Medics Group, Inc.

Healthcare
70
+ 0.81%
$135.68 - $176.11 $9.5K - $12.3K
8.74K $1.37M
POWI
Power Integrations Inc

Technology
7.91K
+ 10.87%
$57.86 - $78.46 $458K - $621K
80.7K $5.17M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
335
+ 1.4%
$46.18 - $48.92 $15.5K - $16.4K
24.2K $1.18M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
200
+ 3.29%
$83.76 - $91.82 $16.8K - $18.4K
6.28K $573K
AVUV
American Centy ETF Tr Avantis

ETFs
420
+ 11.62%
$88.24 - $99.7 $37.1K - $41.9K
4.04K $387K
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