Congress Wealth Management LLC Incresed Positions in Q3 2024

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
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
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
PH
Parker Hannifin Corp

Industrials
3.48K
+ 14.61%
$501.01 - $635.92 $1.74M - $2.21M
27.3K $17.2M
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
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
GILD
Gilead Sciences, Inc.

Healthcare
41.8K
+ 144.73%
$66.59 - $83.99 $2.78M - $3.51M
70.6K $5.92M
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
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
NOW
Service Now, Inc.

Technology
449
+ 1.69%
$730.87 - $937.36 $328K - $421K
27K $24.2M
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
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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