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
IGOV
Ishares 1 3 International Trea

ETFs
-229
- 1.31%
$38.52 - $42.09 $8.82K - $9.64K
17.3K $721K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-112
- 3.5%
$112.12 - $149.09 $12.6K - $16.7K
3.09K $457K
TCOM
Trip.Com Group LTD

Consumer Cyclical
-252
- 4.53%
$39.32 - $61.32 $9.91K - $15.5K
5.31K $315K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-10.7K
- 7.34%
$73.43 - $80.37 $785K - $860K
135K $10.8M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-106
- 1.53%
$74.95 - $85.33 $7.94K - $9.04K
6.81K $576K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
-250
- 2.03%
$26.23 - $34.36 $6.56K - $8.59K
12.1K $400K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-137
- 0.92%
$64.83 - $72.82 $8.88K - $9.98K
14.8K $1.07M
IYJ
Ishares Tr

ETFs
-58
- 1.06%
$118.32 - $133.67 $6.86K - $7.75K
5.42K $724K
CARR
Carrier Global Corp

Industrials
-183
- 3.64%
$61.9 - $80.88 $11.3K - $14.8K
4.84K $389K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-7.56K
- 7.15%
$77.02 - $85.06 $582K - $643K
98.2K $8.3M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-95
- 0.36%
$38.03 - $42.06 $3.61K - $4K
26.4K $1.1M
CWEN
Clearway Energy, Inc.

Utilities
-32
- 0.21%
$24.11 - $30.68 $772 - $982
15.1K $463K
CHD
Church & Dwight CO Inc

Consumer Defensive
-386
- 0.29%
$98.01 - $106.59 $37.8K - $41.1K
134K $14M
HEI
Heico Corp

Industrials
-128
- 3.05%
$220.59 - $267.96 $28.2K - $34.3K
4.07K $1.06M
PFF
Ishares Trust Ishares Pfd And

ETFs
-6.07K
- 3.12%
$31.18 - $33.5 $189K - $203K
188K $6.25M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.67K
- 3.79%
$36.98 - $41.55 $173K - $194K
118K $4.87M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-35.2K
- 23.26%
$80.44 - $110.41 $2.83M - $3.89M
116K $12.8M
DBND
Doubleline ETF Tr Opportunisti

ETFs
-544
- 0.51%
$44.93 - $47.6 $24.4K - $25.9K
106K $5.01M
VBR
Vanguard Small Cap Value ETF

ETFs
-5.35K
- 7.76%
$179.99 - $201.6 $963K - $1.08M
63.7K $12.8M
EEMV
Ishares Msci Emerging Markets

ETFs
-968
- 2.03%
$56.77 - $63.31 $55K - $61.3K
46.6K $2.92M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-55
- 0.14%
$106.11 - $113.72 $5.84K - $6.25K
39.4K $4.45M
FLJP
Franklin Templeton ETF Tr

ETFs
-10.1K
- 2.97%
$26.79 - $31.0 $271K - $314K
331K $10.1M
USRT
Ishares Core U.S. Reit ETF

ETFs
-6.51K
- 7.9%
$53.07 - $62.66 $346K - $408K
75.9K $4.67M
ADP
Automatic Data Processing Inc

Industrials
-166
- 1.9%
$233.44 - $279.45 $38.8K - $46.4K
8.58K $2.37M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.97K
- 3.26%
$69.31 - $77.34 $137K - $153K
58.6K $4.49M
EQIX
Equinix Inc

Real Estate
-152
- 3.57%
$749.0 - $890.01 $114K - $135K
4.11K $3.65M
IEFA
Ishares Tr

ETFs
-14.8K
- 4.95%
$70.09 - $78.74 $1.04M - $1.16M
284K $22.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-388
- 0.25%
$19.78 - $23.53 $7.67K - $9.13K
154K $3.57M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-2.02K
- 3.59%
$186.75 - $211.16 $377K - $427K
54.2K $11.2M
VTWV
Vanguard Russell 2000 Value Et

ETFs
-710
- 1.26%
$132.06 - $150.96 $93.8K - $107K
55.5K $8.16M
BLDR
Builders First Source, Inc.

Industrials
-226
- 1.84%
$132.6 - $201.83 $30K - $45.6K
12K $2.33M
SYK
Stryker Corp

Healthcare
-196
- 0.39%
$315.94 - $371.96 $61.9K - $72.9K
50.2K $18.1M
EWJ
Ishares Msci Japan ETF

ETFs
-3.01K
- 0.78%
$63.12 - $72.99 $190K - $220K
385K $27.5M
VHT
Vanguard Health Care ETF

ETFs
-605
- 0.76%
$261.88 - $288.1 $158K - $174K
79.1K $22.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.28K
- 1.58%
$61.11 - $67.85 $445K - $494K
453K $30.7M
BR
Broadridge Financial Solutions, Inc.

Technology
-77
- 0.1%
$196.56 - $218.55 $15.1K - $16.8K
74.1K $15.9M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-6K
- 0.53%
$28.45 - $30.18 $171K - $181K
1.13M $33.9M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-5.13K
- 1.73%
$33.89 - $41.64 $174K - $214K
292K $11.6M
FLGB
Franklin Templeton ETF Tr

ETFs
-12.3K
- 1.38%
$26.15 - $28.77 $323K - $355K
879K $25.1M
UFPT
Ufp Technologies Inc

Healthcare
-1.53K
- 3.68%
$283.66 - $358.42 $433K - $548K
40K $12.7M
FJP
First Trust Japan Alphadex Fun

ETFs
-86
- 0.01%
$46.62 - $54.91 $4.01K - $4.72K
714K $38.7M
XLI
Industrial Sector Spdr

ETFs
-9.68K
- 3.93%
$120.56 - $135.44 $1.17M - $1.31M
237K $32.1M
FIX
Comfort Systems Usa Inc

Industrials
-6.14K
- 11.54%
$292.14 - $396.82 $1.79M - $2.44M
47.1K $18.4M
XLY
Select Sector Spdr Consumer Di

ETFs
-799
- 0.61%
$170.05 - $200.86 $136K - $160K
130K $26.1M
EUFN
Ishares Msci Europe Financials

ETFs
-11.9K
- 0.97%
$21.54 - $25.01 $255K - $296K
1.2M $29.8M
POOL
Pool Corp

Industrials
-1.11K
- 2.53%
$296.17 - $376.8 $330K - $420K
42.8K $16.1M
XLV
Select Sector Spdr Fund Health

ETFs
-19.2K
- 2.8%
$143.3 - $157.24 $2.75M - $3.02M
666K $103M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-10.4K
- 1.07%
$46.96 - $52.8 $490K - $551K
961K $50.2M
XLC
Select Sector Spdr Tr Communic

ETFs
-11.5K
- 1.1%
$82.16 - $90.4 $945K - $1.04M
1.04M $93.8M
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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