Congress Wealth Management LLC Purchases in Q3 2024

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
AVUV
American Centy ETF Tr Avantis

ETFs
420
+ 11.62%
$88.24 - $99.7 $37.1K - $41.9K
4.04K $387K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
200
+ 3.29%
$83.76 - $91.82 $16.8K - $18.4K
6.28K $573K
WDAY
Workday, Inc.

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

Technology
431
+ 14.18%
N/A
3.47K $434K
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
PSNY
Polestar Automotive Holding Uk PLC

Consumer Cyclical
26.4K
New
$0.63 - $1.83 $16.6K - $48.4K
26.4K $45K
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
TD
Toronto Dominion Bank

Financial Services
94
+ 2.07%
$54.54 - $64.56 $5.13K - $6.07K
4.65K $293K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.29K
+ 10.42%
$23.49 - $24.57 $30.3K - $31.6K
13.7K $335K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
588
+ 14.11%
$50.85 - $53.88 $29.9K - $31.7K
4.76K $255K
GM
General Motors CO

Consumer Cyclical
1.54K
+ 9.01%
$39.95 - $49.9 $61.6K - $76.9K
18.6K $835K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
10.1K
New
$3.21 - $3.8 $32.4K - $38.4K
10.1K $38K
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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
238
+ 6.33%
$65.06 - $71.72 $15.5K - $17.1K
4K $284K
SPSB
Spdr Portfolio Short Term Corp

ETFs
424
+ 1.25%
$29.58 - $30.31 $12.5K - $12.9K
34.4K $1.04M
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
SCHO
Schwab Short Term Us Treasury

ETFs
153
+ 0.77%
$47.93 - $49.06 $7.33K - $7.51K
20K $980K
WM
Waste Management Inc

Industrials
154
+ 11.25%
$196.96 - $223.45 $30.3K - $34.4K
1.52K $316K
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
Six Flags Entertainment Corp
53.5K
New
N/A
53.5K $0
Matthews Intl Fds
105K
New
N/A
105K $0
Corpay Inc
1.22K
New
N/A
1.22K $0
Linde PLC
203
+ 0.54%
N/A
38.1K $0
Ge Vernova Inc
513
+ 35.31%
N/A
1.97K $0
Matthews Intl Fds
57.6K
New
N/A
57.6K $0
Labcorp Holdings Inc
125
+ 2.9%
N/A
4.43K $0
Ge Healthcare Technologies I
2.66K
New
N/A
2.66K $0
Brookfield Corp
16.3K
+ 302.19%
N/A
21.7K $0
Coherent Corp
21.4K
+ 51.47%
N/A
62.9K $0
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