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
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
18.7K
New
$43.42 - $48.95 $810K - $914K
18.7K $909K
CCL
Carnival Corp

Consumer Cyclical
48.7K
New
$14.01 - $19.18 $682K - $934K
48.7K $899K
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
STZ
Constellation Brands, Inc.

Consumer Defensive
3.25K
New
$236.42 - $259.82 $769K - $845K
3.25K $838K
IYY
Ishares Tr

ETFs
5.54K
New
$125.77 - $139.59 $697K - $774K
5.54K $773K
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
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
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
IXN
Ishares Global Information Tec

ETFs
7.77K
New
$73.0 - $87.81 $567K - $682K
7.77K $640K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
5.53K
New
$97.66 - $119.74 $540K - $663K
5.53K $619K
FR
First Industrial Realty Trust Inc

Real Estate
10.7K
New
$47.13 - $56.97 $503K - $607K
10.7K $596K
DTE
Dte Energy CO

Utilities
4.53K
New
$108.67 - $128.41 $492K - $581K
4.53K $581K
BCE
Bce Inc

Communication Services
16.7K
New
$31.33 - $36.08 $522K - $601K
16.7K $579K
IJK
Ishares S&P Midcap 400 Growth

ETFs
6.25K
New
$84.81 - $93.54 $530K - $585K
6.25K $574K
EXPO
Exponent Inc

Industrials
4.94K
New
$93.45 - $115.28 $461K - $569K
4.94K $568K
OSK
Oshkosh Corp

Industrials
5.63K
New
$97.2 - $116.02 $547K - $653K
5.63K $563K
RDY
Dr Reddys Laboratories LTD

Healthcare
6.94K
New
$75.41 - $84.21 $523K - $584K
6.94K $551K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.43K
New
$100.09 - $100.69 $543K - $546K
5.43K $546K
VOE
Vanguard Mid Cap Value Index F

ETFs
3.24K
New
$149.02 - $167.67 $483K - $544K
3.24K $543K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
35.9K
New
$13.31 - $15.65 $477K - $561K
35.9K $516K
VPU
Vanguard Utilities ETF

ETFs
2.77K
New
$146.64 - $174.54 $406K - $483K
2.77K $481K
FV
First Trust Dorsey Wright Focu

ETFs
8.23K
New
$51.35 - $59.82 $423K - $493K
8.23K $479K
KAI
Kadant Inc

Industrials
1.39K
New
$290.3 - $356.64 $402K - $494K
1.39K $468K
CBSH
Commerce Bancshares Inc

Financial Services
7.8K
New
$55.02 - $65.08 $429K - $508K
7.8K $463K
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.75K
New
$54.98 - $59.51 $426K - $461K
7.75K $461K
UL
Unilever PLC

Consumer Defensive
7.03K
New
$54.7 - $65.59 $384K - $461K
7.03K $456K
PPL
Ppl Corp

Utilities
13.8K
New
$27.36 - $33.08 $377K - $456K
13.8K $455K
NUE
Nucor Corp

Basic Materials
3K
New
$137.77 - $166.14 $413K - $498K
3K $451K
RELX
Relx PLC

Communication Services
8.86K
New
$44.1 - $48.86 $391K - $433K
8.86K $420K
HPQ
Hp Inc

Technology
11.6K
New
$32.02 - $38.11 $371K - $441K
11.6K $415K
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.33K
New
$92.56 - $99.46 $401K - $431K
4.33K $415K
HSII
Heidrick & Struggles International Inc

Industrials
10.7K
New
$30.32 - $41.21 $324K - $441K
10.7K $415K
VTR
Ventas, Inc.

Real Estate
6.4K
New
$50.88 - $65.33 $326K - $418K
6.4K $410K
JHG
Janus Henderson Group PLC

Financial Services
10.5K
New
$33.55 - $38.68 $353K - $407K
10.5K $400K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
21.6K
New
$15.15 - $19.2 $326K - $414K
21.6K $400K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.83K
New
$127.29 - $141.5 $361K - $401K
2.83K $395K
FRPT
Freshpet, Inc.

Consumer Defensive
2.78K
New
$115.58 - $142.2 $321K - $395K
2.78K $379K
CWST
Casella Waste Systems Inc

Industrials
3.67K
New
$96.59 - $108.33 $354K - $397K
3.67K $364K
AXON
Axon Enterprise, Inc.

Industrials
879
New
$286.16 - $399.6 $252K - $351K
879 $351K
FSTA
Fidelity Covington Tr Msci Con

ETFs
6.76K
New
$47.12 - $51.72 $318K - $349K
6.76K $344K
UAA
Under Armour, Inc.

Consumer Cyclical
38K
New
$6.37 - $8.94 $242K - $340K
38K $338K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
1.73K
New
$162.45 - $195.17 $280K - $337K
1.73K $329K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
2.31K
New
$136.7 - $155.95 $315K - $360K
2.31K $327K
WK
Workiva Inc

Technology
4.13K
New
$70.26 - $80.48 $290K - $332K
4.13K $326K
VCIT
Vanguard Intermediate Term Cor

ETFs
3.73K
New
$79.29 - $84.02 $296K - $313K
3.73K $312K
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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