Congress Wealth Management LLC New Holdings in Q3 2024

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
21.7K
New
$11.57 - $14.32 $252K - $311K
21.7K $308K
AAON
Aaon, Inc.

Industrials
2.78K
New
$83.58 - $107.82 $232K - $300K
2.78K $299K
ROAD
Construction Partners, Inc.

Industrials
4.27K
New
$53.22 - $76.29 $227K - $326K
4.27K $298K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.33K
New
$44.65 - $47.21 $283K - $299K
6.33K $295K
ENSG
Ensign Group, Inc

Healthcare
2.02K
New
$124.14 - $153.65 $251K - $311K
2.02K $290K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
5.31K
New
$48.71 - $54.57 $258K - $290K
5.31K $287K
ALTR
Altair Engineering Inc.

Technology
2.95K
New
$81.56 - $100.25 $241K - $296K
2.95K $282K
SJM
J M Smucker CO

Consumer Defensive
2.33K
New
$109.12 - $122.4 $255K - $286K
2.33K $282K
FSV
First Service Corp

Real Estate
1.49K
New
$152.13 - $183.13 $226K - $272K
1.49K $271K
A
Agilent Technologies, Inc.

Healthcare
1.83K
New
$125.42 - $148.48 $229K - $271K
1.83K $271K
BL
Blackline, Inc.

Technology
4.88K
New
$43.75 - $55.15 $214K - $269K
4.88K $269K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
9.29K
New
$27.88 - $28.71 $259K - $267K
9.29K $266K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
24.1K
New
$9.97 - $11.33 $240K - $273K
24.1K $266K
CMI
Cummins Inc

Industrials
815
New
$266.63 - $326.4 $217K - $266K
815 $263K
PRU
Prudential Financial Inc

Financial Services
2.17K
New
$105.53 - $127.32 $229K - $276K
2.17K $262K
OTTR
Otter Tail Corp

Utilities
3.23K
New
$75.49 - $100.47 $243K - $324K
3.23K $251K
FND
Floor & Decor Holdings, Inc.

Consumer Cyclical
2K
New
$89.87 - $124.16 $179K - $248K
2K $247K
YUM
Yum Brands Inc

Consumer Cyclical
1.74K
New
$125.95 - $139.96 $219K - $243K
1.74K $242K
SPOT
Spotify Technology S.A.

Communication Services
657
New
$290.16 - $384.01 $191K - $252K
657 $242K
NGG
National Grid PLC

Utilities
3.45K
New
$57.14 - $70.48 $197K - $243K
3.45K $240K
PYCR
Paycor Hcm, Inc.

Technology
16.9K
New
$11.64 - $14.56 $196K - $246K
16.9K $239K
PCTY
Paylocity Holding Corp

Technology
1.44K
New
$132.0 - $165.41 $190K - $238K
1.44K $237K
CEG
Constellation Energy Corp

Utilities
905
New
$167.08 - $262.86 $151K - $238K
905 $235K
GKOS
Glaukos Corp

Healthcare
1.79K
New
$113.62 - $135.39 $203K - $242K
1.79K $233K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
4.84K
New
$46.29 - $48.52 $224K - $235K
4.84K $233K
NOVT
Novanta Inc

Technology
1.48K
New
$157.79 - $157.79 $233K - $233K
1.48K $233K
FFIV
F5, Inc.

Technology
1.06K
New
$170.44 - $223.6 $180K - $236K
1.06K $232K
BWXT
Bwx Technologies, Inc.

Industrials
2.12K
New
$92.38 - $108.7 $196K - $231K
2.12K $230K
WDFC
Wd 40 CO

Basic Materials
892
New
$213.45 - $271.83 $190K - $242K
892 $229K
OKTA
Okta, Inc.

Technology
3.05K
New
$71.0 - $100.39 $216K - $306K
3.05K $226K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
170
New
$1066.32 - $1355.99 $181K - $231K
170 $223K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2.02K
New
$95.81 - $109.03 $193K - $220K
2.02K $217K
ICLN
Ishares

ETFs
14.8K
New
$13.26 - $14.77 $196K - $218K
14.8K $216K
CZWI
Citizens Community Bancorp Inc.

Financial Services
15K
New
$11.08 - $14.17 $166K - $212K
15K $212K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
3.21K
New
$58.35 - $66.29 $187K - $213K
3.21K $212K
CC
Chemours CO

Basic Materials
10.3K
New
$16.79 - $24.99 $174K - $259K
10.3K $210K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
3.98K
New
$47.54 - $52.58 $189K - $209K
3.98K $209K
DOCS
Doximity, Inc.

Healthcare
4.8K
New
$25.5 - $43.57 $122K - $209K
4.8K $209K
PRI
Primerica, Inc.

Financial Services
787
New
$233.01 - $266.6 $183K - $210K
787 $208K
AOR
Ishares Tr Core Growth Allocat

ETFs
3.53K
New
$55.15 - $59.31 $195K - $209K
3.53K $208K
TFII
Tfi International Inc.

Industrials
1.51K
New
$136.9 - $158.55 $207K - $240K
1.51K $207K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
19.8K
New
$9.67 - $10.51 $191K - $208K
19.8K $207K
NEOG
Neogen Corp

Healthcare
12.3K
New
$14.73 - $17.71 $181K - $217K
12.3K $206K
TRNS
Transcat Inc

Industrials
1.7K
New
$107.6 - $144.07 $183K - $245K
1.7K $205K
GMAB
Genmab A/S

Healthcare
8.33K
New
$23.84 - $28.48 $199K - $237K
8.33K $203K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
11.8K
New
$14.08 - $17.36 $166K - $204K
11.8K $203K
GWRE
Guidewire Software, Inc.

Technology
1.11K
New
$137.04 - $182.94 $153K - $204K
1.11K $203K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
2.81K
New
$64.57 - $71.76 $181K - $201K
2.81K $201K
ES
Eversource Energy

Utilities
2.96K
New
$56.52 - $68.38 $167K - $202K
2.96K $201K
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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