Congress Wealth Management LLC Incresed Positions in Q4 2024

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KMI
Kinder Morgan, Inc.

Energy
5.68K
+ 2.75%
$22.59 - $28.54 $128K - $162K
212K $5.81M
CVLT
Commvault Systems Inc

Technology
9.63K
+ 12.15%
$132.26 - $177.6 $1.27M - $1.71M
88.9K $13.4M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
6.91K
+ 2.31%
$55.73 - $66.16 $385K - $457K
306K $18.5M
VUG
Vanguard Growth ETF

ETFs
975
+ 3.42%
$378.79 - $428.11 $369K - $417K
29.4K $12.1M
CYBR
Cyber Ark Software Ltd.

Technology
1.37K
+ 8.17%
$274.1 - $333.15 $374K - $455K
18.1K $6.02M
GBIL
Goldman Sachs Access Treasury

ETFs
10.9K
+ 18.89%
$99.85 - $100.22 $1.09M - $1.09M
68.5K $6.85M
LGND
Ligand Pharmaceuticals Inc

Healthcare
4.01K
+ 4.44%
$99.95 - $129.9 $401K - $521K
94.3K $10.1M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
5.14K
+ 145.01%
$209.89 - $233.24 $1.08M - $1.2M
8.69K $1.85M
CME
Cme Group Inc.

Financial Services
1.11K
+ 1.73%
$221.17 - $246.02 $246K - $273K
65.3K $15.2M
TROW
Price T Rowe Group Inc

Financial Services
5.19K
+ 5.91%
$106.48 - $124.69 $553K - $647K
93.1K $10.5M
VNQ
Vanguard Specialized Funds Van

ETFs
16K
+ 26.82%
$87.85 - $98.6 $1.41M - $1.58M
75.8K $6.75M
VGT
Vanguard Information Technolog

ETFs
1.22K
+ 31.99%
$571.78 - $647.97 $699K - $792K
5.04K $3.14M
SCHX
Schwab Strategic Tr Us Large C

ETFs
910K
+ 201.02%
$22.4 - $68.28 $20.4M - $62.1M
1.36M $31.6M
BOX
Box Inc

Technology
33.4K
+ 17.2%
$31.6 - $35.65 $1.06M - $1.19M
228K $7.19M
NPO
Enpro Industries, Inc

Industrials
1.37K
+ 2.39%
$145.61 - $195.16 $199K - $267K
58.6K $10.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
6.6K
+ 7.72%
$183.23 - $199.79 $1.21M - $1.32M
92.1K $17M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.91K
+ 64.59%
$417.69 - $450.94 $798K - $861K
4.87K $2.07M
CDNS
Cadence Design Systems Inc

Technology
2.46K
+ 101.15%
$249.1 - $324.54 $612K - $798K
4.89K $1.47M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
38.5K
+ 16.79%
$22.39 - $23.45 $862K - $903K
268K $6.16M
FPX
First Trust Us Equity Opportun

ETFs
350
+ 0.44%
$109.38 - $131.9 $38.3K - $46.2K
79.1K $9.46M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.36K
+ 114.19%
$563.99 - $620.12 $767K - $843K
2.55K $1.45M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.04K
+ 4.5%
$172.07 - $207.36 $179K - $215K
24.1K $4.76M
ACN
Accenture PLC

Technology
2.37K
+ 4.93%
$343.9 - $376.86 $814K - $892K
50.3K $17.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.61K
+ 156.77%
$115.08 - $119.55 $760K - $790K
10.8K $1.25M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.19K
+ 89.15%
$311.11 - $335.64 $680K - $733K
4.64K $1.49M
OII
Oceaneering International Inc

Energy
18.9K
+ 10.15%
$23.23 - $30.58 $439K - $577K
205K $5.34M
ITGR
Integer Holdings Corp

Healthcare
3.96K
+ 5.28%
$124.32 - $141.16 $493K - $560K
79.1K $10.5M
AJG
Arthur J. Gallagher & Co.

Financial Services
1.89K
+ 2.81%
$278.49 - $315.16 $527K - $597K
69.3K $19.7M
GVI
Ishares Tr

ETFs
7.62K
+ 21.36%
$103.89 - $107.05 $791K - $815K
43.3K $4.51M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.26K
+ 104.32%
$94.43 - $105.47 $591K - $660K
12.3K $1.24M
TER
Teradyne, Inc

Technology
5.53K
+ 102.86%
$102.58 - $133.62 $567K - $739K
10.9K $1.37M
PODD
Insulet Corp

Healthcare
984
+ 7.52%
$227.79 - $275.7 $224K - $271K
14.1K $3.68M
INTU
Intuit Inc

Technology
584
+ 1.97%
$602.01 - $706.25 $352K - $412K
30.2K $19M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
3.32K
+ 7.98%
$83.95 - $99.75 $279K - $331K
44.9K $4.01M
VBK
Vanguard Small Cap Growth ETF

ETFs
562
+ 1.7%
$264.18 - $304.19 $148K - $171K
33.6K $9.42M
OKE
Oneok Inc

Energy
5.46K
+ 187.46%
$92.28 - $117.05 $503K - $639K
8.37K $839K
RRC
Range Resources Corp

Energy
5.16K
+ 6.98%
$29.77 - $36.41 $154K - $188K
79K $2.84M
WMT
Walmart Inc.

Consumer Defensive
1.31K
+ 2.86%
$79.1 - $95.7 $104K - $125K
47K $4.25M
CHH
Choice Hotels International Inc

Consumer Cyclical
2.54K
+ 15.49%
$128.7 - $152.73 $327K - $388K
18.9K $2.69M
LMT
Lockheed Martin Corp

Industrials
2.6K
+ 35.13%
$479.66 - $614.62 $1.25M - $1.6M
9.99K $4.85M
PTC
Ptc Inc.

Technology
1.32K
+ 1.42%
$175.97 - $201.89 $232K - $266K
93.9K $17.3M
AMP
Ameriprise Financial Inc

Financial Services
447
+ 9.53%
$473.15 - $574.01 $211K - $257K
5.14K $2.74M
FCOM
Fidelity Covington Tr Msci Com

ETFs
6.81K
+ 24.38%
$54.65 - $61.96 $372K - $422K
34.7K $2.04M
DE
Deere & CO

Industrials
1.12K
+ 35.74%
$389.45 - $466.0 $434K - $520K
4.24K $1.79M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
5.66K
+ 1.5%
$126.68 - $134.74 $717K - $763K
382K $48.8M
CPNG
Coupang, Inc.

Consumer Cyclical
24.6K
+ 97.65%
$21.98 - $26.89 $540K - $660K
49.7K $1.09M
PFF
Ishares Trust Ishares Pfd And

ETFs
25.7K
+ 13.69%
$31.23 - $33.51 $804K - $863K
214K $6.72M
SYK
Stryker Corp

Healthcare
1.42K
+ 2.82%
$345.14 - $392.15 $489K - $556K
51.6K $18.6M
UBER
Uber Technologies, Inc

Technology
11.5K
+ 65.4%
$59.93 - $86.34 $687K - $990K
29K $1.75M
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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