Congress Wealth Management LLC Purchases in Q4 2024

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIDU
Fidelity Covington Tr Msci Ind

ETFs
2.34K
+ 30.19%
$70.31 - $77.39 $164K - $181K
10.1K $708K
CXDO
Crexendo, Inc.

Communication Services
25K
+ 83.33%
$4.42 - $6.08 $111K - $152K
55K $287K
AMD
Advanced Micro Devices Inc

Technology
6.06K
+ 44.68%
$118.88 - $172.8 $720K - $1.05M
19.6K $2.37M
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
14.9K
+ 13.28%
$12.74 - $14.23 $190K - $212K
127K $1.65M
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.13K
+ 23.12%
$63.58 - $71.15 $136K - $152K
11.4K $739K
LECO
Lincoln Electric Holdings Inc

Industrials
995
+ 9.52%
$187.47 - $219.94 $187K - $219K
11.5K $2.15M
IFRA
Ishares Tr

ETFs
3.05K
+ 36.8%
$45.94 - $51.71 $140K - $158K
11.3K $524K
MMSI
Merit Medical Systems Inc

Healthcare
3.19K
+ 3.62%
$93.76 - $105.52 $299K - $336K
91.2K $8.82M
SBUX
Starbucks Corp

Consumer Cyclical
2.41K
+ 16.23%
$87.44 - $102.5 $210K - $247K
17.2K $1.57M
WHD
Cactus, Inc.

Energy
3.44K
+ 5.98%
$56.69 - $69.49 $195K - $239K
61.1K $3.56M
PRU
Prudential Financial Inc

Financial Services
1.08K
+ 49.61%
$114.59 - $129.52 $123K - $139K
3.24K $384K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
17.9K
+ 2.13%
$48.33 - $49.08 $863K - $877K
855K $41.4M
IWM
Ishares Russell 2000 ETF

ETFs
528
+ 6.59%
$216.13 - $242.4 $114K - $128K
8.54K $1.89M
A
Agilent Technologies, Inc.

Healthcare
1.06K
+ 58.02%
$125.69 - $146.56 $133K - $155K
2.89K $387K
KNSL
Kinsale Capital Group, Inc.

Financial Services
256
+ 2.75%
$424.05 - $524.22 $109K - $134K
9.57K $4.45M
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.8K
New
$7.33 - $12.37 $79.3K - $134K
10.8K $114K
VDE
Vanguard Energy ETF

ETFs
986
+ 13.41%
$116.67 - $136.78 $115K - $135K
8.34K $1.01M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
5.75K
+ 19.15%
$24.94 - $26.14 $143K - $150K
35.8K $894K
CRWD
Crowd Strike Holdings, Inc.

Technology
67
+ 4.92%
$275.15 - $388.2 $18.4K - $26K
1.43K $488K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
3.3K
+ 3.62%
$19.23 - $20.44 $63.5K - $67.5K
94.4K $1.9M
AIG
American International Group, Inc.

Financial Services
1.5K
+ 11.77%
$70.0 - $79.22 $105K - $119K
14.3K $1.04M
WM
Waste Management Inc

Industrials
555
+ 36.44%
$201.79 - $228.46 $112K - $127K
2.08K $419K
CLX
Clorox CO

Consumer Defensive
626
+ 26.91%
$156.51 - $169.74 $98K - $106K
2.95K $479K
TRMB
Trimble Inc.

Technology
83
+ 0.76%
$60.21 - $75.4 $5K - $6.26K
11K $774K
CBSH
Commerce Bancshares Inc

Financial Services
1.11K
+ 14.19%
$57.04 - $74.36 $63.1K - $82.3K
8.91K $555K
SM
Sm Energy CO

Energy
5.82K
+ 5.25%
$36.59 - $46.03 $213K - $268K
117K $4.52M
TD
Toronto Dominion Bank

Financial Services
2.57K
+ 55.23%
$51.56 - $63.8 $132K - $164K
7.21K $383K
IWS
Ishares Russell Midcap Value E

ETFs
800
+ 14.81%
$128.08 - $140.32 $102K - $112K
6.2K $801K
GPN
Global Payments Inc

Industrials
560
+ 24.03%
$97.57 - $119.38 $54.6K - $66.9K
2.89K $323K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.81K
+ 8.56%
$50.37 - $50.6 $91.4K - $91.8K
23K $1.16M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
1.33K
+ 3.75%
N/A
36.9K $2.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.17K
+ 31.44%
$80.13 - $83.77 $93.9K - $98.2K
4.9K $393K
ACWI
Ishares Msci Acwi ETF

ETFs
1.29K
+ 3.52%
$117.05 - $123.03 $151K - $158K
37.8K $4.44M
VCR
Vanguard Consumer Discretionar

ETFs
91
+ 7.56%
$328.51 - $401.37 $29.9K - $36.5K
1.3K $486K
LHX
L3 Harris Technologies, Inc.

Industrials
498
+ 44.35%
$208.94 - $264.22 $104K - $132K
1.62K $340K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
752
+ 13.86%
$100.22 - $100.73 $75.4K - $75.7K
6.18K $619K
MO
Altria Group, Inc.

Consumer Defensive
748
+ 3.01%
$49.06 - $57.74 $36.7K - $43.2K
25.6K $1.34M
FENY
Fidelity Covington Tr Msci Ene

ETFs
3.03K
+ 24.7%
$23.14 - $26.91 $70.1K - $81.5K
15.3K $364K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
59
+ 0.13%
$66.77 - $71.52 $3.94K - $4.22K
44.4K $3.06M
SJM
J M Smucker CO

Consumer Defensive
801
+ 34.33%
$106.92 - $121.75 $85.6K - $97.5K
3.13K $345K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.69K
+ 19.81%
$21.43 - $22.55 $79.1K - $83.2K
22.3K $481K
GLOB
Globant S.A.

Technology
76
+ 2.92%
$193.45 - $236.83 $14.7K - $18K
2.68K $575K
MEDP
Medpace Holdings, Inc.

Healthcare
209
+ 1.73%
$308.93 - $363.58 $64.6K - $76K
12.3K $4.08M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.07K
+ 64.53%
$49.78 - $66.55 $103K - $138K
5.28K $264K
NDAQ
Nasdaq, Inc.

Financial Services
270
+ 3.75%
$70.87 - $83.05 $19.1K - $22.4K
7.46K $577K
WDAY
Workday, Inc.

Technology
96
+ 5.32%
$233.85 - $279.91 $22.4K - $26.9K
1.9K $490K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
522
+ 17.81%
$109.14 - $121.63 $57K - $63.5K
3.45K $379K
IYY
Ishares Tr

ETFs
185
+ 3.34%
$138.14 - $149.13 $25.6K - $27.6K
5.73K $819K
SYY
Sysco Corp

Consumer Defensive
813
+ 7.25%
$73.63 - $81.77 $59.9K - $66.5K
12K $919K
Activity Summary
Buys All Purchases 480 New Holdings 106 Increased Positions 374 Sells All Sells 370 Reductions 370 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