Congress Wealth Management LLC Sells in Q3 2024

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFA
Ishares Tr Msci Eafe ETF

ETFs
-52.4K
- 8.38%
$75.32 - $84.37 $3.94M - $4.42M
573K $47.9M
IGE
Ishares Tr North Amern Nat Res

ETFs
-23.3K
- 40.34%
$42.07 - $45.59 $981K - $1.06M
34.5K $1.52M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-14.5K
- 12.07%
$96.25 - $101.98 $1.4M - $1.48M
106K $10.7M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-7.12K
- 14.61%
$76.83 - $91.38 $547K - $650K
41.6K $3.43M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-4.86K
- 34.78%
$126.87 - $148.36 $617K - $721K
9.12K $1.2M
OKE
Oneok Inc

Energy
-10.5K
- 78.28%
$78.62 - $95.27 $824K - $999K
2.91K $265K
EME
Emcor Group, Inc.

Industrials
-10.1K
- 18.34%
$340.22 - $435.6 $3.44M - $4.4M
45K $19.4M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-14.5K
- 28.74%
$50.15 - $51.27 $725K - $741K
35.8K $1.84M
CRL
Charles River Laboratories International, Inc.

Healthcare
-529
- 0.97%
$187.96 - $245.29 $99.4K - $130K
54K $10.6M
VEA
Vanguard Ftse Developed Market

ETFs
-28.9K
- 10.35%
$47.6 - $53.31 $1.37M - $1.54M
250K $13.2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-7.93K
- 7.93%
$44.66 - $49.15 $354K - $390K
92.1K $4.34M
IYW
Ishares Dj Us Tech ETF

ETFs
-5.44K
- 1.64%
$133.16 - $158.73 $724K - $863K
325K $49.3M
ASML
Asml Holding Nv

Technology
-152
- 8.98%
$749.82 - $1098.95 $114K - $167K
1.54K $1.28M
XLP
Consumer Staples Sector Spdr

ETFs
-3.18K
- 0.85%
$76.04 - $76.04 $242K - $242K
369K $28M
DJP
Barclays Bank PLC

ETFs
-13.2K
- 65.76%
$32.3 - $32.3 $428K - $428K
6.89K $222K
PDD
Pinduoduo Inc.

Consumer Cyclical
-2.77K
- 51.26%
$89.17 - $151.11 $247K - $418K
2.63K $354K
VBK
Vanguard Small Cap Growth ETF

ETFs
-3.64K
- 9.91%
$240.48 - $267.94 $875K - $975K
33.1K $8.84M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.32K
- 8.61%
$100.3 - $100.74 $333K - $334K
35.2K $3.55M
DKNG
Draft Kings Inc.

Consumer Cyclical
-8.59K
- 38.94%
$29.85 - $41.1 $256K - $353K
13.5K $528K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-14.1K
- 4.34%
$20.69 - $21.17 $291K - $298K
310K $6.52M
CPNG
Coupang, Inc.

Consumer Cyclical
-18.8K
- 42.75%
$19.79 - $24.92 $372K - $468K
25.1K $617K
EPP
Ishares Inc

ETFs
-12.3K
- 23.06%
$41.3 - $48.84 $508K - $600K
41K $2M
MCK
Mckesson Corp

Healthcare
-74
- 2.91%
$479.06 - $630.38 $35.5K - $46.6K
2.47K $1.22M
MMYT
Make My Trip LTD

Consumer Cyclical
-3.16K
- 38.79%
$86.09 - $86.09 $272K - $272K
4.99K $429K
HYG
Ishares Tr

ETFs
-4.22K
- 16.04%
$76.72 - $80.36 $323K - $339K
22.1K $1.77M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-3.54K
- 15.22%
$112.99 - $126.45 $400K - $448K
19.7K $2.48M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-5.92K
- 11.78%
$60.84 - $67.51 $360K - $399K
44.3K $2.99M
IWS
Ishares Russell Midcap Value E

ETFs
-2.34K
- 30.23%
$119.52 - $132.25 $280K - $309K
5.4K $714K
NU
Nu Holdings Ltd.

Financial Services
-17.1K
- 49.94%
$10.71 - $15.14 $183K - $259K
17.1K $233K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-11.7K
- 8.86%
$28.11 - $29.42 $329K - $344K
120K $3.54M
CHX
Champion X Corp

Energy
-3.32K
- 15.89%
$28.19 - $35.09 $93.5K - $116K
17.6K $529K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-6.58K
- 7.97%
$44.9 - $47.55 $295K - $313K
75.9K $3.59M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-780
- 3.27%
$147.95 - $191.05 $115K - $149K
23.1K $4.01M
EMB
Ishares Tr

ETFs
-3.85K
- 8.2%
$87.75 - $93.74 $338K - $361K
43.1K $4.03M
ADSK
Autodesk, Inc.

Technology
-419
- 4.95%
$245.83 - $245.83 $103K - $103K
8.04K $1.98M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
-2.08K
- 31.19%
$50.15 - $50.66 $104K - $105K
4.59K $232K
IFRA
Ishares Tr

ETFs
-3.34K
- 28.72%
$41.55 - $46.97 $139K - $157K
8.29K $389K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.84K
- 16.39%
$50.52 - $50.95 $93.2K - $94K
9.41K $478K
APH
Amphenol Corp

Technology
-234
- 0.7%
$58.39 - $70.41 $13.7K - $16.5K
33K $2.15M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.55K
- 13.15%
$24.86 - $26.33 $113K - $120K
30K $785K
TER
Teradyne, Inc

Technology
-31
- 0.57%
$114.25 - $163.0 $3.54K - $5.05K
5.38K $720K
BDX
Becton Dickinson & CO

Healthcare
-426
- 12.02%
$221.47 - $242.41 $94.3K - $103K
3.12K $751K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.78K
- 5.32%
$92.63 - $105.69 $165K - $188K
31.6K $3.3M
VGIT
Vanguard Intermediate Term Tre

ETFs
-2.28K
- 6.31%
$57.8 - $60.8 $132K - $139K
33.8K $2.05M
TME
Tencent Music Entertainment Group

Communication Services
-83
- 0.35%
$9.46 - $15.28 $785 - $1.27K
23.9K $287K
WSO
Watsco Inc

Industrials
-148
- 15.71%
$448.73 - $519.89 $66.4K - $76.9K
794 $390K
F
Ford Motor CO

Consumer Cyclical
-673
- 3.94%
$9.71 - $14.55 $6.53K - $9.79K
16.4K $173K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-1.84K
- 11.84%
$38.71 - $42.43 $71.1K - $78K
13.7K $578K
CHDN
Churchill Downs Inc

Consumer Cyclical
-27
- 0.42%
$130.35 - $145.0 $3.52K - $3.92K
6.44K $870K
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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