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
AMZN
Amazon Com Inc

Consumer Cyclical
50.7K
+ 22.44%
$161.02 - $200.0 $8.16M - $10.1M
277K $51.5M
PIO
Invesco Exchange Traded Fd Tr

ETFs
181K
New
$39.3 - $43.08 $7.11M - $7.8M
181K $7.8M
JPM
Jpmorgan Chase & CO

Financial Services
28.7K
+ 17.38%
$194.9 - $224.8 $5.6M - $6.46M
194K $40.9M
CAT
Caterpillar Inc

Industrials
12K
+ 25.41%
$316.8 - $391.12 $3.79M - $4.67M
59K $23.1M
CSCO
Cisco Systems, Inc.

Technology
100K
+ 29.05%
$44.74 - $53.22 $4.47M - $5.32M
444K $23.6M
FBT
First Trust Nyse Arca Biotechn

ETFs
42.2K
New
$152.39 - $172.91 $6.43M - $7.3M
42.2K $7.26M
BMY
Bristol Myers Squibb CO

Healthcare
126K
+ 198.61%
$39.66 - $51.75 $5.01M - $6.54M
190K $9.83M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
102K
New
$61.97 - $69.37 $6.32M - $7.07M
102K $7.04M
TTD
Trade Desk, Inc.

Technology
42.8K
+ 23.38%
$83.08 - $110.79 $3.55M - $4.74M
226K $24.7M
CRTO
Criteo S.A.

Communication Services
171K
New
$37.88 - $49.66 $6.46M - $8.47M
171K $6.86M
MCD
Mcdonalds Corp

Consumer Cyclical
11.7K
+ 19.28%
$245.82 - $304.51 $2.87M - $3.55M
72.1K $22M
LRN
Stride, Inc.

Consumer Defensive
75.8K
New
$66.21 - $85.31 $5.02M - $6.46M
75.8K $6.46M
BOX
Box Inc

Technology
194K
New
$24.92 - $33.45 $4.84M - $6.5M
194K $6.36M
GPI
Group 1 Automotive Inc

Consumer Cyclical
12.2K
+ 63.83%
$280.92 - $391.73 $3.43M - $4.78M
31.3K $12M
CTAS
Cintas Corp

Industrials
152K
+ 300.35%
$201.38 - $819.83 $30.6M - $125M
203K $41.7M
OMC
Omnicom Group Inc.

Communication Services
47.8K
+ 55.03%
$87.69 - $103.9 $4.19M - $4.96M
135K $13.9M
INTC
Intel Corp

Technology
312K
+ 194.56%
$18.9 - $34.87 $5.89M - $10.9M
472K $11.1M
ORCL
Oracle Corp

Technology
15.6K
+ 13.24%
$125.9 - $170.35 $1.96M - $2.65M
133K $22.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
7.42K
+ 14.07%
$517.38 - $573.86 $3.84M - $4.26M
60.1K $34.5M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
131K
New
$38.33 - $44.95 $5.01M - $5.87M
131K $5.72M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
130K
New
$38.1 - $44.5 $4.94M - $5.77M
130K $5.59M
STRL
Sterling Construction CO Inc

Industrials
20.4K
+ 21.26%
$102.56 - $148.9 $2.09M - $3.04M
116K $16.9M
CRM
Salesforce, Inc.

Technology
16.7K
+ 32.51%
$238.42 - $276.53 $3.99M - $4.63M
68.3K $18.7M
DT
Dynatrace, Inc.

Technology
64.5K
+ 29.53%
$40.49 - $53.47 $2.61M - $3.45M
283K $15.1M
COF
Capital One Financial Corp

Financial Services
35.8K
New
$131.42 - $153.05 $4.7M - $5.48M
35.8K $5.36M
PH
Parker Hannifin Corp

Industrials
3.48K
+ 14.61%
$501.01 - $635.92 $1.74M - $2.21M
27.3K $17.2M
VNQ
Vanguard Specialized Funds Van

ETFs
47.3K
+ 378.54%
$82.97 - $98.97 $3.92M - $4.68M
59.8K $5.82M
CVLT
Commvault Systems Inc

Technology
18K
+ 29.28%
$119.99 - $155.51 $2.15M - $2.79M
79.3K $12.2M
GLD
Spdr Gold Trust

ETFs
19.3K
+ 1997.31%
$215.56 - $246.98 $4.16M - $4.77M
20.3K $4.93M
NVS
Novartis Ag

Healthcare
38.4K
+ 147.04%
$106.13 - $120.89 $4.08M - $4.64M
64.5K $7.42M
OII
Oceaneering International Inc

Energy
186K
New
$22.41 - $30.02 $4.17M - $5.58M
186K $4.62M
SHW
Sherwin Williams CO

Basic Materials
592
+ 1.14%
$294.65 - $384.0 $174K - $227K
52.5K $20M
ADI
Analog Devices Inc

Technology
18.8K
+ 18.65%
$200.56 - $243.33 $3.77M - $4.57M
119K $27.5M
HWM
Howmet Aerospace Inc.

Industrials
3.62K
+ 2.01%
$77.3 - $100.22 $280K - $362K
184K $18.4M
MRK
Merck & Co., Inc.

Healthcare
55.7K
+ 30.12%
$111.15 - $128.97 $6.19M - $7.18M
240K $27.3M
KMI
Kinder Morgan, Inc.

Energy
195K
+ 1722.21%
$19.72 - $22.22 $3.85M - $4.33M
206K $4.56M
AMGN
Amgen Inc

Healthcare
11.7K
+ 20.75%
$309.38 - $337.38 $3.61M - $3.93M
67.8K $21.9M
BA
Boeing CO

Industrials
28.7K
+ 894.36%
$152.04 - $190.6 $4.36M - $5.47M
31.9K $4.85M
ECL
Ecolab Inc.

Basic Materials
10.5K
+ 11.35%
$228.86 - $255.76 $2.4M - $2.68M
103K $26.3M
CSWI
Csw Industrials, Inc.

Industrials
3.19K
+ 10.48%
$263.55 - $370.84 $841K - $1.18M
33.6K $12.3M
DAL
Delta Air Lines, Inc.

Industrials
73.8K
+ 49.97%
$37.32 - $51.8 $2.75M - $3.82M
221K $11.2M
C
Citigroup Inc

Financial Services
69.1K
+ 51.18%
$56.11 - $67.61 $3.88M - $4.67M
204K $12.8M
RTX
Raytheon Technologies Corp

Industrials
24.6K
+ 43.53%
$99.55 - $123.34 $2.45M - $3.03M
81K $9.82M
APD
Air Products & Chemicals, Inc.

Basic Materials
13.5K
+ 477.53%
$247.34 - $300.11 $3.34M - $4.05M
16.3K $4.86M
FDX
Fedex Corp

Industrials
17.7K
+ 55.41%
$254.64 - $313.52 $4.5M - $5.54M
49.6K $13.6M
TJX
Tjx Companies Inc

Consumer Cyclical
15.1K
+ 5.14%
$107.93 - $120.23 $1.63M - $1.82M
310K $36.4M
COST
Costco Wholesale Corp

Consumer Defensive
2.13K
+ 3.74%
$801.83 - $917.05 $1.71M - $1.95M
59.1K $52.4M
VEU
Vanguard Ftse All World Ex Us

ETFs
62.8K
New
$56.47 - $63.69 $3.55M - $4M
62.8K $3.96M
GILD
Gilead Sciences, Inc.

Healthcare
41.8K
+ 144.73%
$66.59 - $83.99 $2.78M - $3.51M
70.6K $5.92M
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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