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
LMT
Lockheed Martin Corp

Industrials
6.47K
+ 704.35%
$460.3 - $584.56 $2.98M - $3.78M
7.39K $4.32M
MDT
Medtronic PLC

Healthcare
38.1K
+ 119.53%
$76.84 - $91.03 $2.92M - $3.46M
69.9K $6.29M
MHO
M/I Homes, Inc.

Consumer Cyclical
16K
+ 87.76%
$116.02 - $172.21 $1.85M - $2.75M
34.1K $5.85M
RMD
Resmed Inc

Healthcare
866
+ 1.34%
$186.94 - $252.92 $162K - $219K
65.3K $15.9M
CI
Cigna Corp

Healthcare
9.29K
+ 44.12%
$319.12 - $367.1 $2.96M - $3.41M
30.3K $10.5M
DOW
Dow Inc.

Basic Materials
60.7K
+ 43.46%
$50.15 - $55.41 $3.04M - $3.36M
200K $10.9M
GD
General Dynamics Corp

Industrials
11.6K
New
$279.51 - $308.09 $3.25M - $3.58M
11.6K $3.51M
DIS
Walt Disney CO

Communication Services
38.2K
+ 61.9%
$85.6 - $98.61 $3.27M - $3.77M
100K $9.62M
GPC
Genuine Parts CO

Consumer Cyclical
24K
+ 58.54%
$131.04 - $147.11 $3.15M - $3.54M
65.1K $9.09M
SVC
Service Properties Trust

Real Estate
744K
New
$4.32 - $6.1 $3.21M - $4.54M
744K $3.39M
VTV
Vanguard Value ETF

ETFs
10.1K
+ 9.86%
$159.75 - $174.57 $1.62M - $1.77M
113K $19.7M
AVGO
Broadcom Inc.

Technology
110K
+ 999.99%
$136.27 - $1745.86 $15M - $192M
121K $20.9M
KMB
Kimberly Clark Corp

Consumer Defensive
21.4K
+ 64.2%
$135.05 - $148.35 $2.89M - $3.18M
54.8K $7.8M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
1.06K
+ 1.36%
$115.7 - $167.81 $122K - $177K
78.6K $13.1M
GNRC
Generac Holdings Inc.

Industrials
13.8K
+ 39.0%
$133.16 - $159.78 $1.84M - $2.2M
49.1K $7.81M
TSCO
Tractor Supply CO

Consumer Cyclical
5.4K
+ 7.23%
$251.95 - $290.93 $1.36M - $1.57M
80.1K $23.3M
LKQ
Lkq Corp

Consumer Cyclical
85.2K
+ 50.23%
$38.47 - $46.03 $3.28M - $3.92M
255K $10.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
20.8K
+ 240.1%
$125.95 - $142.04 $2.63M - $2.96M
29.5K $4.19M
ONTO
Onto Innovation Inc.

Technology
21.4K
+ 18.96%
$158.45 - $238.04 $3.39M - $5.09M
134K $27.8M
LEN
Lennar Corp

Consumer Cyclical
15.2K
+ 248.97%
$142.5 - $192.45 $2.16M - $2.92M
21.3K $3.99M
ETN
Eaton Corp PLC

Industrials
2.64K
+ 2.22%
$272.52 - $333.02 $718K - $878K
122K $40.3M
OZ
Belpointe Prep, LLC

Real Estate
43.2K
New
$58.0 - $72.4 $2.51M - $3.13M
43.2K $2.98M
HOLX
Hologic Inc

Healthcare
23.3K
+ 16.33%
$73.48 - $83.64 $1.71M - $1.95M
166K $13.5M
CVX
Chevron Corp

Energy
26.5K
+ 24.94%
$137.88 - $161.97 $3.65M - $4.29M
133K $19.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
36.5K
+ 921.4%
$76.38 - $78.87 $2.79M - $2.88M
40.4K $3.18M
SO
Southern CO

Utilities
31.1K
+ 904.36%
$77.0 - $90.52 $2.4M - $2.82M
34.6K $3.12M
PYPL
Pay Pal Holdings, Inc.

Financial Services
35.2K
+ 672.98%
$57.22 - $80.08 $2.01M - $2.82M
40.4K $3.15M
ACN
Accenture PLC

Technology
1.45K
+ 3.12%
$295.44 - $355.81 $428K - $516K
48K $17M
CALX
Calix, Inc

Technology
56.3K
+ 29.58%
$33.63 - $41.13 $1.89M - $2.32M
247K $9.57M
URI
United Rentals, Inc.

Industrials
2.61K
+ 61.61%
$627.41 - $814.1 $1.63M - $2.12M
6.83K $5.53M
WMT
Walmart Inc.

Consumer Defensive
31.7K
+ 226.66%
$66.91 - $81.4 $2.12M - $2.58M
45.7K $3.69M
LLY
Eli Lilly & CO

Healthcare
3.99K
+ 9.14%
$772.14 - $960.02 $3.08M - $3.83M
47.7K $42.3M
DHI
Horton D R Inc

Consumer Cyclical
11.2K
+ 111.89%
$135.21 - $197.06 $1.51M - $2.2M
21.2K $4.04M
FITB
Fifth Third Bancorp

Financial Services
59.8K
+ 574.88%
$36.01 - $43.64 $2.15M - $2.61M
70.2K $3.01M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 42.86%
$610460.0 - $715910.0 $1.83M - $2.15M
10 $6.9M
CMCSA
Comcast Corp

Communication Services
55.4K
+ 48.32%
$37.33 - $41.78 $2.07M - $2.32M
170K $7.11M
SKY
Skyline Champion Corp

Consumer Cyclical
1.05K
+ 1.13%
$65.6 - $95.65 $68.7K - $100K
93.6K $8.88M
IRM
Iron Mountain Inc

Real Estate
11.3K
+ 26.3%
$89.69 - $119.32 $1.01M - $1.35M
54.3K $6.45M
ANET
Arista Networks, Inc.

Technology
983
+ 1.48%
$311.42 - $388.21 $306K - $382K
67.5K $25.9M
NKE
Nike, Inc.

Consumer Cyclical
15K
+ 15.41%
$71.09 - $89.44 $1.07M - $1.34M
112K $9.94M
OGN
Organon & Co.

Healthcare
135K
New
$18.65 - $23.03 $2.52M - $3.11M
135K $2.59M
ISRG
Intuitive Surgical Inc

Healthcare
1.17K
+ 2.7%
$416.14 - $494.01 $486K - $577K
44.4K $21.8M
ZTS
Zoetis Inc.

Healthcare
1.25K
+ 1.19%
$172.58 - $196.48 $216K - $246K
107K $20.9M
LNC
Lincoln National Corp

Financial Services
79.4K
+ 64.52%
$28.71 - $34.05 $2.28M - $2.7M
202K $6.38M
BK
Bank Of New York Mellon Corp

Financial Services
26.6K
+ 52.44%
$59.54 - $72.17 $1.58M - $1.92M
77.4K $5.56M
QCOM
Qualcomm Inc

Technology
16.6K
+ 153.0%
$156.12 - $209.64 $2.6M - $3.48M
27.5K $4.67M
USB
Us Bancorp \De\

Financial Services
46K
+ 71.8%
$39.04 - $47.23 $1.8M - $2.17M
110K $5.03M
CR
Crane Holdings, Co.

Industrials
6.41K
+ 5.86%
$140.34 - $160.42 $899K - $1.03M
116K $18.3M
PLD
Prologis, Inc.

Real Estate
19.5K
New
$111.95 - $132.43 $2.18M - $2.58M
19.5K $2.46M
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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