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
SONY
Sony Group Corp

Technology
10.8K
New
$81.61 - $98.65 $882K - $1.07M
10.8K $1.04M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.1K
+ 8.16%
$36.02 - $41.68 $435K - $503K
160K $6.6M
NPO
Enpro Industries, Inc

Industrials
450
+ 0.79%
$141.73 - $171.51 $63.8K - $77.2K
57.3K $9.29M
RPM
Rpm International Inc

Basic Materials
7.71K
+ 141.69%
$103.91 - $125.03 $801K - $963K
13.1K $1.59M
IWP
Ishares Russell Mid Cap Growth

ETFs
8.14K
+ 145.45%
$103.87 - $117.59 $845K - $957K
13.7K $1.61M
VGT
Vanguard Information Technolog

ETFs
1.65K
+ 76.36%
$514.43 - $606.85 $851K - $1M
3.82K $2.24M
LEG
Leggett & Platt Inc

Consumer Cyclical
58K
+ 63.06%
$10.67 - $14.12 $619K - $819K
150K $2.04M
TSLA
Tesla, Inc.

Consumer Cyclical
1.72K
+ 22.39%
$191.76 - $263.26 $330K - $453K
9.4K $2.46M
AIG
American International Group, Inc.

Financial Services
12.8K
New
$70.16 - $79.23 $895K - $1.01M
12.8K $934K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
8.14K
+ 50.1%
$81.07 - $95.1 $660K - $774K
24.4K $2.32M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
18.7K
New
$43.42 - $48.95 $810K - $914K
18.7K $909K
ADBE
Adobe Inc.

Technology
2.1K
+ 44.15%
$508.13 - $586.55 $1.07M - $1.23M
6.86K $3.55M
PM
Philip Morris International Inc.

Consumer Defensive
6.88K
+ 204.83%
$101.25 - $127.45 $696K - $876K
10.2K $1.24M
CCL
Carnival Corp

Consumer Cyclical
48.7K
New
$14.01 - $19.18 $682K - $934K
48.7K $899K
AVAV
Aero Vironment Inc

Industrials
257
+ 0.56%
$164.14 - $204.5 $42.2K - $52.6K
46.3K $9.28M
XEL
Xcel Energy Inc

Utilities
12.8K
+ 286.78%
$52.11 - $65.3 $668K - $837K
17.3K $1.13M
THC
Tenet Healthcare Corp

Healthcare
3.99K
+ 60.06%
$129.27 - $168.03 $515K - $670K
10.6K $1.77M
SYY
Sysco Corp

Consumer Defensive
11.2K
New
$69.16 - $78.98 $775K - $885K
11.2K $874K
CTRA
Coterra Energy Inc.

Energy
36.4K
New
$22.62 - $27.37 $824K - $997K
36.4K $872K
GOOGL
Alphabet Inc.

Communication Services
23.5K
+ 12.62%
$148.65 - $191.18 $3.49M - $4.49M
209K $34.7M
STZ
Constellation Brands, Inc.

Consumer Defensive
3.25K
New
$236.42 - $259.82 $769K - $845K
3.25K $838K
BND
Vanguard Bd Index Fd Inc Total

ETFs
9.78K
+ 31.15%
$71.45 - $75.64 $699K - $740K
41.2K $3.09M
SAP
Sap Se

Technology
3.49K
+ 310.51%
$197.21 - $231.0 $688K - $805K
4.61K $1.06M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
16.2K
+ 323.7%
$50.25 - $50.74 $813K - $821K
21.2K $1.07M
IWV
Ishares Russell 3000 ETF

ETFs
2.34K
+ 81.99%
$294.75 - $326.73 $688K - $763K
5.18K $1.69M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
5.23K
+ 3.9%
$65.26 - $75.5 $341K - $395K
139K $10M
ED
Consolidated Edison Inc

Utilities
6.31K
+ 64.05%
$88.42 - $104.97 $558K - $662K
16.2K $1.68M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.27K
+ 5.31%
$33.74 - $37.96 $313K - $352K
184K $6.9M
PKG
Packaging Corp Of America

Consumer Cyclical
3.45K
+ 287.25%
$176.32 - $215.7 $608K - $744K
4.65K $1M
IYY
Ishares Tr

ETFs
5.54K
New
$125.77 - $139.59 $697K - $774K
5.54K $773K
VVV
Valvoline Inc

Energy
30.6K
+ 7.84%
$38.64 - $47.6 $1.18M - $1.46M
420K $17.6M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.7K
+ 0.85%
$45.2 - $47.87 $122K - $129K
321K $15.2M
JEF
Jefferies Financial Group Inc.

Financial Services
8.01K
+ 39.84%
$49.97 - $62.49 $400K - $501K
28.1K $1.73M
AZN
Astrazeneca PLC

Healthcare
9.36K
New
$76.67 - $87.62 $717K - $820K
9.36K $729K
ELS
Equity Lifestyle Properties Inc

Real Estate
10.1K
New
$63.6 - $76.23 $645K - $773K
10.1K $723K
DVN
Devon Energy Corp

Energy
31.1K
+ 51.89%
$37.87 - $48.65 $1.18M - $1.51M
91K $3.56M
CNI
Canadian National Railway CO

Industrials
6.03K
+ 209.27%
$110.1 - $123.65 $664K - $745K
8.91K $1.04M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.41K
+ 1.7%
$46.9 - $51.96 $113K - $125K
144K $7.44M
MO
Altria Group, Inc.

Consumer Defensive
12.3K
+ 98.54%
$45.95 - $54.71 $566K - $674K
24.8K $1.27M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
68.4K
New
$9.27 - $11.62 $634K - $795K
68.4K $695K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
20.3K
New
$30.27 - $34.42 $616K - $700K
20.3K $694K
MMM
3 M CO

Industrials
3.5K
+ 58.72%
$99.69 - $139.42 $349K - $488K
9.46K $1.29M
CAG
Conagra Brands Inc.

Consumer Defensive
18K
+ 85.19%
$28.13 - $32.83 $505K - $590K
39.1K $1.27M
SBUX
Starbucks Corp

Consumer Cyclical
4.8K
+ 47.87%
$72.51 - $98.6 $348K - $473K
14.8K $1.45M
PKX
Posco Holdings Inc.

Basic Materials
9.42K
New
$58.66 - $73.23 $552K - $690K
9.42K $658K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
6.18K
New
$72.18 - $107.33 $446K - $664K
6.18K $656K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
14.8K
New
$40.48 - $45.39 $600K - $673K
14.8K $652K
BAX
Baxter International Inc

Healthcare
13.7K
+ 48.66%
$32.85 - $40.26 $450K - $552K
41.9K $1.59M
ASIX
Advan Six Inc.

Basic Materials
13.6K
+ 43.72%
$20.9 - $30.57 $284K - $415K
44.7K $1.36M
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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