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
ETN
Eaton Corp PLC

Industrials
2.64K
+ 2.22%
$272.52 - $333.02 $718K - $878K
122K $40.3M
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
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
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
ORLY
O Reilly Automotive Inc

Consumer Cyclical
662
+ 3.75%
$1015.62 - $1159.62 $672K - $768K
18.3K $21.1M
TDY
Teledyne Technologies Inc

Technology
1.84K
+ 5.58%
$381.47 - $437.71 $702K - $806K
34.8K $15.2M
MS
Morgan Stanley

Financial Services
22.3K
+ 239.04%
$92.07 - $106.96 $2.05M - $2.38M
31.6K $3.3M
AON
Aon PLC

Financial Services
6.79K
+ 922.42%
$293.16 - $351.06 $1.99M - $2.38M
7.53K $2.6M
AMAT
Applied Materials Inc

Technology
22.5K
+ 35.27%
$174.88 - $254.97 $3.94M - $5.74M
86.4K $17.4M
PGR
Progressive Corp

Financial Services
7.65K
+ 83.41%
$209.46 - $259.24 $1.6M - $1.98M
16.8K $4.27M
IBM
International Business Machines Corp

Technology
7.49K
+ 61.13%
$175.1 - $223.38 $1.31M - $1.67M
19.7K $4.36M
BRO
Brown & Brown, Inc.

Financial Services
1.78K
+ 1.25%
$89.11 - $105.82 $159K - $188K
144K $14.9M
MSI
Motorola Solutions, Inc.

Technology
4.34K
+ 108.73%
$385.65 - $450.49 $1.67M - $1.95M
8.32K $3.74M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.12K
+ 1.31%
$57.69 - $64.56 $238K - $266K
318K $20.3M
DD
Du Pont De Nemours, Inc.

Basic Materials
16.5K
+ 22.14%
$77.22 - $89.49 $1.28M - $1.48M
91.2K $8.12M
CTVA
Corteva, Inc.

Basic Materials
29.4K
+ 38.07%
$50.72 - $58.78 $1.49M - $1.73M
107K $6.27M
PAYX
Paychex Inc

Industrials
15.3K
+ 763.25%
$116.17 - $135.19 $1.77M - $2.06M
17.3K $2.32M
CNS
Cohen & Steers, Inc.

Financial Services
1.64K
+ 2.06%
$70.88 - $97.15 $116K - $159K
81.1K $7.78M
DHR
Danaher Corp

Healthcare
6.7K
+ 125.94%
$239.25 - $280.76 $1.6M - $1.88M
12K $3.34M
MCO
Moodys Corp

Financial Services
519
+ 1.64%
$421.49 - $494.67 $219K - $257K
32.1K $15.2M
TXN
Texas Instruments Inc

Technology
9.75K
+ 167.31%
$194.6 - $194.6 $1.9M - $1.9M
15.6K $3.03M
NSC
Norfolk Southern Corp

Industrials
7.38K
+ 484.63%
$213.75 - $259.69 $1.58M - $1.92M
8.9K $2.21M
BSX
Boston Scientific Corp

Healthcare
4.76K
+ 2.19%
$72.96 - $84.0 $347K - $400K
222K $18.6M
CL
Colgate Palmolive CO

Consumer Defensive
8.62K
+ 6.08%
$95.54 - $108.77 $823K - $937K
150K $15.6M
PEP
Pepsico Inc

Consumer Defensive
10.5K
+ 76.57%
$161.9 - $179.3 $1.7M - $1.88M
24.2K $4.11M
DY
Dycom Industries Inc

Industrials
7.4K
+ 55.15%
$165.44 - $197.22 $1.22M - $1.46M
20.8K $4.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.31K
+ 1.98%
$259.22 - $299.75 $339K - $392K
67.4K $19M
ABT
Abbott Laboratories

Healthcare
12.4K
+ 30.61%
$100.07 - $118.13 $1.24M - $1.47M
52.9K $6.04M
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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