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
VIST
Vista Energy, S.A.B. De C.V.

Energy
1.46K
+ 20.74%
$40.14 - $52.13 $58.6K - $76.2K
8.51K $375K
WDAY
Workday, Inc.

Technology
78
+ 4.52%
$207.75 - $264.68 $16.2K - $20.6K
1.8K $440K
FISV
Fiserv Inc

Technology
431
+ 14.18%
N/A
3.47K $434K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
125
+ 1.0%
$59.93 - $66.52 $7.49K - $8.32K
12.7K $842K
HDB
Hdfc Bank LTD

Financial Services
1.31K
+ 6.83%
$58.04 - $66.97 $75.8K - $87.5K
20.4K $1.28M
EUSB
Ishares Tr Esg Advanced Total

Technology
390
+ 2.27%
$42.09 - $44.64 $16.4K - $17.4K
17.6K $778K
WFC
Wells Fargo & Company

Financial Services
1.06K
+ 20.04%
$51.58 - $60.97 $54.8K - $64.8K
6.36K $359K
SLP
Simulations Plus, Inc.

Healthcare
4.71K
+ 73.28%
$30.46 - $46.86 $144K - $221K
11.1K $356K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.29K
+ 10.42%
$23.49 - $24.57 $30.3K - $31.6K
13.7K $335K
TD
Toronto Dominion Bank

Financial Services
94
+ 2.07%
$54.54 - $64.56 $5.13K - $6.07K
4.65K $293K
GM
General Motors CO

Consumer Cyclical
1.54K
+ 9.01%
$39.95 - $49.9 $61.6K - $76.9K
18.6K $835K
LHX
L3 Harris Technologies, Inc.

Industrials
93
+ 9.03%
$221.96 - $243.27 $20.6K - $22.6K
1.12K $267K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
152
+ 1.22%
$44.93 - $47.34 $6.83K - $7.2K
12.6K $595K
SPSB
Spdr Portfolio Short Term Corp

ETFs
424
+ 1.25%
$29.58 - $30.31 $12.5K - $12.9K
34.4K $1.04M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
238
+ 6.33%
$65.06 - $71.72 $15.5K - $17.1K
4K $284K
BHB
Bar Harbor Bankshares

Financial Services
26
+ 0.33%
$25.47 - $33.03 $662 - $859
7.96K $245K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5
+ 0.09%
$75.88 - $83.21 $379 - $416
5.43K $451K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
256
+ 9.04%
$98.23 - $98.97 $25.1K - $25.3K
3.09K $305K
IVW
Ishares S&P 500 Growth ETF

ETFs
64
+ 1.08%
$84.77 - $97.13 $5.43K - $6.22K
6K $574K
WM
Waste Management Inc

Industrials
154
+ 11.25%
$196.96 - $223.45 $30.3K - $34.4K
1.52K $316K
SCHO
Schwab Short Term Us Treasury

ETFs
153
+ 0.77%
$47.93 - $49.06 $7.33K - $7.51K
20K $980K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
5
+ 0.07%
$53.41 - $57.9 $267 - $290
6.79K $392K
IGM
Ishares Expanded Tech Sector E

ETFs
12
+ 0.09%
$84.03 - $98.62 $1.01K - $1.18K
12.8K $1.23M
SCCO
Southern Copper Corp

Basic Materials
11
+ 0.51%
$94.1 - $120.43 $1.04K - $1.32K
2.15K $248K
OPEN
Opendoor Technologies Inc.

Real Estate
1K
+ 1.12%
$1.6 - $2.92 $1.6K - $2.92K
90.7K $182K
GPN
Global Payments Inc

Industrials
25
+ 1.08%
$92.66 - $112.97 $2.32K - $2.82K
2.33K $238K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
46
+ 0.63%
$36.06 - $37.66 $1.66K - $1.73K
7.37K $277K
FENY
Fidelity Covington Tr Msci Ene

ETFs
914
+ 8.06%
$23.09 - $25.75 $21.1K - $23.5K
12.3K $295K
KLAC
Kla Corp

Technology
29
+ 10.94%
$696.17 - $892.35 $20.2K - $25.9K
294 $227K
VRSK
Verisk Analytics, Inc.

Industrials
17
+ 1.58%
$260.31 - $285.99 $4.43K - $4.86K
1.1K $293K
MOGA
Moog Inc Cla
701
+ 2.01%
N/A
35.6K $0
Knife River Corp
2.59K
+ 3.19%
N/A
83.6K $0
Profesionally Managed Portfo
5.64K
+ 41.17%
N/A
19.3K $0
Labcorp Holdings Inc
125
+ 2.9%
N/A
4.43K $0
UYLD
Angel Oak Fds Tr Ultrashort In
25.5K
+ 11.02%
N/A
257K $0
Linde PLC
203
+ 0.54%
N/A
38.1K $0
CARY
Angel Oak Fds Tr Income Etf(De
4.08K
+ 0.54%
N/A
761K $0
Kenvue Inc
164K
+ 259.4%
N/A
227K $0
Fidelity Covington Trust
7
+ 0.08%
N/A
8.67K $0
Ge Vernova Inc
513
+ 35.31%
N/A
1.97K $0
Doubleline ETF Trust
7.98K
+ 1.61%
N/A
502K $0
Cooper Cos Inc
455
+ 0.28%
N/A
161K $0
Coherent Corp
21.4K
+ 51.47%
N/A
62.9K $0
Brookfield Corp
16.3K
+ 302.19%
N/A
21.7K $0
Canadian Pacific Kansas City
7.93K
+ 18.47%
N/A
50.9K $0
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
228
+ 0.65%
$62.4 - $62.4 $14.2K - $14.2K
35.6K $2.22M
ASAI
Sendas Distributor S.A.

Consumer Defensive
7.13K
+ 29.97%
$6.88 - $10.7 $49.1K - $76.3K
30.9K $212K
CDNS
Cadence Design Systems Inc

Technology
222
+ 10.05%
$246.84 - $321.11 $54.8K - $71.3K
2.43K $658K
SMPL
Simply Good Foods CO

Consumer Defensive
1.09K
+ 1.85%
$31.31 - $37.21 $34K - $40.4K
59.7K $2.07M
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