Congress Wealth Management LLC Sells in Q4 2024

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ASML
Asml Holding Nv

Technology
-98
- 6.36%
$658.43 - $872.27 $64.5K - $85.5K
1.44K $999K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.06K
- 2.88%
$162.69 - $181.35 $173K - $193K
35.8K $5.88M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-365
- 1.85%
$114.08 - $125.68 $41.6K - $45.9K
19.4K $2.22M
NGVT
Ingevity Corp

Basic Materials
-7.07K
- 50.0%
$31.62 - $50.21 $223K - $355K
7.07K $287K
EEMV
Ishares Msci Emerging Markets

ETFs
-737
- 1.58%
$57.85 - $63.11 $42.6K - $46.5K
45.9K $2.66M
ROP
Roper Technologies Inc

Industrials
-358
- 18.29%
$519.85 - $575.95 $186K - $206K
1.6K $831K
BP
Bp PLC

Energy
-6.36K
- 18.06%
$28.16 - $33.14 $179K - $211K
28.8K $852K
EUSB
Ishares Tr Esg Advanced Total

Technology
-4.74K
- 26.95%
$42.39 - $44.29 $201K - $210K
12.8K $545K
PKG
Packaging Corp Of America

Consumer Cyclical
-1.18K
- 25.44%
$211.98 - $248.85 $251K - $294K
3.47K $780K
IBN
Icici Bank LTD

Financial Services
-7.35K
- 9.71%
$28.69 - $31.9 $211K - $234K
68.3K $2.04M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-10.8K
- 50.0%
$16.73 - $19.67 $180K - $212K
10.8K $186K
APD
Air Products & Chemicals, Inc.

Basic Materials
-297
- 1.82%
$285.5 - $335.62 $84.8K - $99.7K
16K $4.65M
RGEN
Repligen Corp

Healthcare
-898
- 5.37%
$123.41 - $160.92 $111K - $145K
15.8K $2.28M
NI
Nisource Inc.

Utilities
-7.84K
- 21.35%
$33.74 - $38.25 $264K - $300K
28.9K $1.06M
TXN
Texas Instruments Inc

Technology
-1.06K
- 6.81%
N/A
14.5K $2.83M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-10.6K
- 3.41%
$20.98 - $21.19 $222K - $224K
300K $6.31M
UL
Unilever PLC

Consumer Defensive
-2.55K
- 36.21%
$56.7 - $64.64 $144K - $165K
4.48K $254K
OMF
One Main Holdings, Inc.

Financial Services
-5.36K
- 34.08%
$45.27 - $57.43 $242K - $308K
10.4K $540K
SDG
Ishares Trust Ishares Msci Glo

ETFs
-1.5K
- 21.97%
$71.56 - $85.77 $107K - $128K
5.31K $379K
KRMA
Global X Fds Global X Consciou

ETFs
-4.78K
- 33.81%
$38.55 - $40.97 $184K - $196K
9.36K $366K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-4.48K
- 16.98%
$41.09 - $45.94 $184K - $206K
21.9K $920K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-262
- 0.47%
$143.69 - $159.92 $37.6K - $41.9K
55.2K $7.98M
HSII
Heidrick & Struggles International Inc

Industrials
-5.35K
- 50.0%
$36.75 - $48.36 $197K - $259K
5.35K $237K
JHG
Janus Henderson Group PLC

Financial Services
-5.26K
- 50.0%
$37.65 - $45.66 $198K - $240K
5.26K $223K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-949
- 6.41%
$64.62 - $71.43 $61.3K - $67.8K
13.8K $894K
USXF
Ishares Esg Advanced Msci Usa

Technology
-3.62K
- 21.88%
$48.45 - $52.57 $175K - $190K
12.9K $642K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
-10.1K
- 46.29%
$11.91 - $14.14 $120K - $142K
11.7K $142K
ADSK
Autodesk, Inc.

Technology
-672
- 8.36%
N/A
7.37K $1.81M
BHLB
Berkshire Hills Bancorp Inc

Financial Services
-6.85K
- 30.86%
$25.74 - $31.51 $176K - $216K
15.4K $436K
IDXX
Idexx Laboratories Inc

Healthcare
-116
- 9.76%
$406.92 - $495.42 $47.2K - $57.5K
1.07K $443K
CHX
Champion X Corp

Energy
-3.87K
- 22.01%
$25.79 - $32.51 $99.7K - $126K
13.7K $372K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-768
- 4.15%
$58.88 - $64.8 $45.2K - $49.8K
17.7K $1.04M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-140
- 0.46%
$65.79 - $72.14 $9.21K - $10.1K
30K $1.97M
IHDG
Wisdomtree Tr

ETFs
-45
- 0.07%
$43.38 - $46.0 $1.95K - $2.07K
64.4K $2.8M
ITUB
Itau Unibanco Holding S.A.

Financial Services
-8.52K
- 14.24%
$4.96 - $6.57 $42.3K - $56K
51.3K $254K
SPG
Simon Property Group Inc

Real Estate
-814
- 25.63%
$167.23 - $183.84 $136K - $150K
2.36K $406K
NSC
Norfolk Southern Corp

Industrials
-32
- 0.36%
$230.6 - $277.0 $7.38K - $8.86K
8.87K $2.08M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-2.8K
- 20.47%
$41.64 - $45.75 $117K - $128K
10.9K $455K
TFX
Teleflex Inc

Healthcare
-98
- 6.59%
$172.66 - $245.13 $16.9K - $24K
1.39K $247K
HDB
Hdfc Bank LTD

Financial Services
-2.26K
- 11.07%
$59.45 - $68.01 $135K - $154K
18.2K $1.16M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-1.12K
- 19.4%
$113.29 - $121.45 $127K - $136K
4.65K $538K
TJX
Tjx Companies Inc

Consumer Cyclical
-9.35K
- 3.02%
$112.15 - $127.2 $1.05M - $1.19M
300K $36.3M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
-2.07K
- 16.49%
$46.03 - $47.13 $95.4K - $97.7K
10.5K $484K
IEMG
Ishares Inc

ETFs
-2.07K
- 1.19%
N/A
172K $9.2M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-688
- 0.57%
$28.6 - $29.27 $19.7K - $20.1K
120K $3.43M
FICO
Fair Isaac Corp

Technology
-78
- 7.75%
$1911.01 - $2382.4 $149K - $186K
929 $1.85M
KB
Kb Financial Group Inc.

Financial Services
-780
- 6.0%
$56.9 - $72.19 $44.4K - $56.3K
12.2K $695K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-4.1K
- 4.45%
$46.48 - $51.32 $191K - $210K
88K $4.24M
IGOV
Ishares 1 3 International Trea

ETFs
-1.12K
- 6.46%
$38.42 - $41.79 $42.8K - $46.6K
16.1K $619K
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
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