Congress Wealth Management LLC New Holdings in Q3 2024

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DGS
Wisdomtree Emerging Markets Sm

ETFs
641K
New
$48.46 - $54.37 $31.1M - $34.8M
641K $34.4M
DVY
Ishares Tr

ETFs
135K
New
$119.99 - $135.74 $16.2M - $18.4M
135K $18.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
299K
New
$49.83 - $62.75 $14.9M - $18.8M
299K $17.2M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
688K
New
$18.88 - $22.7 $13M - $15.6M
688K $15.4M
USFD
Us Foods Holding Corp.

Consumer Defensive
238K
New
$50.06 - $62.82 $11.9M - $14.9M
238K $14.6M
ATR
Aptargroup, Inc.

Healthcare
88.7K
New
$138.54 - $160.11 $12.3M - $14.2M
88.7K $14.2M
CACI
Caci International Inc

Technology
26.3K
New
$427.76 - $427.76 $11.3M - $11.3M
26.3K $11.3M
FPX
First Trust Us Equity Opportun

ETFs
78.8K
New
$92.33 - $110.55 $7.27M - $8.71M
78.8K $8.68M
PIO
Invesco Exchange Traded Fd Tr

ETFs
181K
New
$39.3 - $43.08 $7.11M - $7.8M
181K $7.8M
FBT
First Trust Nyse Arca Biotechn

ETFs
42.2K
New
$152.39 - $172.91 $6.43M - $7.3M
42.2K $7.26M
CRTO
Criteo S.A.

Communication Services
171K
New
$37.88 - $49.66 $6.46M - $8.47M
171K $6.86M
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
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
COF
Capital One Financial Corp

Financial Services
35.8K
New
$131.42 - $153.05 $4.7M - $5.48M
35.8K $5.36M
OII
Oceaneering International Inc

Energy
186K
New
$22.41 - $30.02 $4.17M - $5.58M
186K $4.62M
VEU
Vanguard Ftse All World Ex Us

ETFs
62.8K
New
$56.47 - $63.69 $3.55M - $4M
62.8K $3.96M
GD
General Dynamics Corp

Industrials
11.6K
New
$279.51 - $308.09 $3.25M - $3.58M
11.6K $3.51M
SVC
Service Properties Trust

Real Estate
744K
New
$4.32 - $6.1 $3.21M - $4.54M
744K $3.39M
OZ
Belpointe Prep, LLC

Real Estate
43.2K
New
$58.0 - $72.4 $2.51M - $3.13M
43.2K $2.98M
OGN
Organon & Co.

Healthcare
135K
New
$18.65 - $23.03 $2.52M - $3.11M
135K $2.59M
PLD
Prologis, Inc.

Real Estate
19.5K
New
$111.95 - $132.43 $2.18M - $2.58M
19.5K $2.46M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
74.8K
New
$30.53 - $33.02 $2.28M - $2.47M
74.8K $2.45M
HMC
Honda Motor CO LTD

Consumer Cyclical
76.9K
New
$29.02 - $33.61 $2.23M - $2.59M
76.9K $2.44M
WAL
Western Alliance Bancorporation

Financial Services
26K
New
$61.15 - $88.41 $1.59M - $2.3M
26K $2.25M
PHO
Invesco Exchange Traded Fd Tr

ETFs
30.1K
New
$63.82 - $70.54 $1.92M - $2.13M
30.1K $2.13M
TMUS
T Mobile Us, Inc.

Communication Services
10K
New
$175.14 - $206.36 $1.75M - $2.06M
10K $2.06M
IAUM
I Shares Gold Trust Micro

ETFs
78.6K
New
$23.25 - $26.67 $1.83M - $2.1M
78.6K $2.06M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10.1K
New
$178.94 - $207.0 $1.8M - $2.08M
10.1K $2.02M
CTSH
Cognizant Technology Solutions Corp

Technology
24.8K
New
$66.89 - $77.87 $1.66M - $1.93M
24.8K $1.92M
TFC
Truist Financial Corp

Financial Services
42.9K
New
$38.22 - $44.94 $1.64M - $1.93M
42.9K $1.83M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
91.1K
New
$18.29 - $20.25 $1.67M - $1.85M
91.1K $1.79M
TTE
Total Energies Se

Energy
22.7K
New
$68.61 - $68.61 $1.55M - $1.55M
22.7K $1.55M
VOD
Vodafone Group Public LTD CO

Communication Services
148K
New
$8.8 - $10.35 $1.3M - $1.53M
148K $1.49M
CNMD
Conmed Corp

Healthcare
20.3K
New
$64.09 - $76.92 $1.3M - $1.57M
20.3K $1.46M
VXF
Vanguard Extended Market ETF

ETFs
7.28K
New
$163.98 - $182.92 $1.19M - $1.33M
7.28K $1.32M
NI
Nisource Inc.

Utilities
36.7K
New
$28.54 - $34.64 $1.05M - $1.27M
36.7K $1.27M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
2.96K
New
$386.81 - $423.12 $1.14M - $1.25M
2.96K $1.25M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
9.72K
New
$111.9 - $124.28 $1.09M - $1.21M
9.72K $1.2M
MCHP
Microchip Technology Inc

Technology
14.4K
New
$72.0 - $95.98 $1.04M - $1.38M
14.4K $1.16M
ATO
Atmos Energy Corp

Utilities
8.02K
New
$114.08 - $138.75 $915K - $1.11M
8.02K $1.11M
VT
Vanguard Total World Stk Index

ETFs
9.19K
New
$107.72 - $119.96 $990K - $1.1M
9.19K $1.1M
ALC
Alcon Inc

Healthcare
11K
New
$88.07 - $100.79 $969K - $1.11M
11K $1.1M
XYL
Xylem Inc.

Industrials
8.04K
New
$126.14 - $141.53 $1.01M - $1.14M
8.04K $1.09M
ANSS
Ansys Inc

Technology
3.34K
New
$296.54 - $331.25 $990K - $1.11M
3.34K $1.06M
SONY
Sony Group Corp

Technology
10.8K
New
$81.61 - $98.65 $882K - $1.07M
10.8K $1.04M
AIG
American International Group, Inc.

Financial Services
12.8K
New
$70.16 - $79.23 $895K - $1.01M
12.8K $934K
AWK
American Water Works Company, Inc.

Utilities
6.28K
New
$127.76 - $149.9 $802K - $941K
6.28K $918K
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email