Congress Park Capital LLC Purchases in Q4 2024

Congress Park Capital LLC

  • $271 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
71.8K
+ 81.36%
$50.35 - $50.69 $3.62M - $3.64M
160K $8.07M
WFC
Wells Fargo & Company

Financial Services
29.8K
New
$54.98 - $77.35 $1.64M - $2.3M
29.8K $2.09M
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
419K
+ 30.49%
$2.99 - $3.34 $1.25M - $1.4M
1.79M $5.61M
GOOGL
Alphabet Inc.

Communication Services
249
+ 0.47%
$161.86 - $196.66 $40.3K - $49K
52.7K $9.98M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
141K
+ 29.04%
$12.12 - $13.1 $1.71M - $1.85M
628K $7.64M
IVV
Ishares Core S&P 500 ETF

ETFs
1.67K
+ 7.64%
$570.51 - $610.59 $952K - $1.02M
23.5K $13.8M
ASML
Asml Holding Nv

Technology
1.56K
New
$658.43 - $872.27 $1.02M - $1.36M
1.56K $1.08M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
118K
+ 36.11%
$8.51 - $9.15 $1M - $1.08M
443K $3.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.5K
+ 3.97%
$198.04 - $221.51 $297K - $332K
39.2K $8.26M
JFR
Nuveen Floating Rate Income Fund

Financial Services
50K
+ 3.34%
$8.74 - $9.22 $437K - $461K
1.54M $13.8M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
70K
+ 17.32%
$11.39 - $12.41 $797K - $869K
474K $5.53M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
58K
+ 80.0%
$9.94 - $11.39 $577K - $661K
131K $1.31M
CVX
Chevron Corp

Energy
3.15K
New
$141.15 - $162.53 $444K - $511K
3.15K $455K
C
Citigroup Inc

Financial Services
6.28K
New
$61.31 - $72.5 $385K - $455K
6.28K $441K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
65K
+ 17.57%
$12.1 - $13.52 $787K - $879K
435K $5.33M
T
At&T Inc.

Communication Services
12.5K
New
$21.22 - $23.88 $265K - $299K
12.5K $284K
BA
Boeing CO

Industrials
1.34K
New
$138.14 - $180.72 $186K - $243K
1.34K $237K
TSLA
Tesla, Inc.

Consumer Cyclical
572
New
$213.65 - $479.86 $122K - $274K
572 $230K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
100
+ 6.8%
$338.38 - $446.21 $33.8K - $44.6K
1.57K $682K
F
Ford Motor CO

Consumer Cyclical
10.5K
New
$9.69 - $11.4 $102K - $120K
10.5K $104K
TJX
Tjx Companies Inc

Consumer Cyclical
459
+ 4.29%
$112.15 - $127.2 $51.5K - $58.4K
11.2K $1.35M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.04K
+ 2.43%
$61.68 - $67.87 $64.3K - $70.8K
43.9K $2.74M
PANW
Palo Alto Networks Inc

Technology
2.46K
+ 99.96%
$181.96 - $405.9 $447K - $998K
4.92K $895K
JNJ
Johnson & Johnson

Healthcare
1.15K
+ 16.44%
$143.34 - $165.86 $165K - $191K
8.15K $1.18M
Arista Networks Inc
29.2K
New
N/A
29.2K $0
GD
General Dynamics Corp

Industrials
50
+ 4.05%
$260.28 - $314.03 $13K - $15.7K
1.29K $338K
UNH
Unitedhealth Group Inc

Healthcare
35
+ 3.33%
$485.52 - $625.25 $17K - $21.9K
1.09K $548K
LMT
Lockheed Martin Corp

Industrials
50
+ 5.49%
$479.66 - $614.62 $24K - $30.7K
960 $466K
PEP
Pepsico Inc

Consumer Defensive
225
+ 3.86%
$151.29 - $176.1 $34K - $39.6K
6.05K $919K
KO
Coca Cola CO

Consumer Defensive
300
+ 2.57%
$61.74 - $71.71 $18.5K - $21.5K
12K $746K
UBER
Uber Technologies, Inc

Technology
420
+ 4.63%
$59.93 - $86.34 $25.2K - $36.3K
9.49K $572K
HRTX
Heron Therapeutics, Inc.

Healthcare
477K
+ 24.14%
$1.06 - $2.12 $506K - $1.01M
2.46M $3.76M
Activity Summary
Buys All Purchases 33 New Holdings 9 Increased Positions 24 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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