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
SCHG
Schwab Strategic Tr Us Large C

ETFs
102K
+ 322.51%
$25.93 - $105.3 $2.64M - $10.7M
134K $3.72M
SMPL
Simply Good Foods CO

Consumer Defensive
4.51K
+ 7.55%
$32.46 - $40.01 $146K - $180K
64.2K $2.5M
MORN
Morningstar, Inc.

Financial Services
773
+ 8.37%
$312.56 - $358.78 $242K - $277K
10K $3.37M
QCOM
Qualcomm Inc

Technology
5.67K
+ 20.63%
$150.4 - $178.04 $853K - $1.01M
33.2K $5.09M
IBM
International Business Machines Corp

Technology
1.99K
+ 10.06%
$204.9 - $238.04 $407K - $473K
21.7K $4.78M
OZ
Belpointe Prep, LLC

Real Estate
719
+ 1.66%
$63.55 - $80.07 $45.7K - $57.6K
43.9K $3.39M
ABCB
Ameris Bancorp

Financial Services
6.17K
+ 5.17%
$60.0 - $72.37 $370K - $446K
125K $7.85M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
19.1K
+ 14.06%
$35.21 - $44.8 $673K - $856K
155K $5.97M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
6.26K
+ 0.8%
$61.68 - $67.87 $386K - $425K
785K $48.9M
MAR
Marriott International Inc

Consumer Cyclical
839
+ 17.43%
$246.06 - $292.59 $206K - $245K
5.65K $1.58M
DUK
Duke Energy Corp

Utilities
3.74K
+ 58.12%
$105.76 - $120.76 $395K - $451K
10.2K $1.1M
IJS
Ishares S&P Smallcap 600 Value

ETFs
3.19K
+ 158.18%
$104.59 - $118.05 $334K - $377K
5.21K $565K
AZEK
Azek CO Inc.

Industrials
6.07K
+ 6.8%
$42.23 - $54.76 $256K - $333K
95.3K $4.52M
PAYX
Paychex Inc

Industrials
1.57K
+ 9.08%
$135.86 - $148.73 $213K - $233K
18.8K $2.64M
MCO
Moodys Corp

Financial Services
751
+ 2.34%
$454.04 - $500.88 $341K - $376K
32.8K $15.5M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
4.68K
+ 103.45%
$58.39 - $67.04 $273K - $314K
9.21K $584K
LMAT
Lemaitre Vascular Inc

Healthcare
4.28K
+ 3.9%
$85.64 - $107.97 $366K - $462K
114K $10.5M
GLW
Corning Inc

Technology
6.11K
+ 73.67%
$44.11 - $49.76 $269K - $304K
14.4K $684K
MUB
Ishares National Muni Bond ETF

ETFs
3.36K
+ 13.36%
$105.78 - $108.7 $356K - $366K
28.5K $3.04M
WAL
Western Alliance Bancorporation

Financial Services
4.44K
+ 17.07%
$80.51 - $96.1 $357K - $427K
30.4K $2.54M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
2.84K
+ 2.17%
$42.89 - $48.05 $122K - $136K
133K $6.01M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
880
+ 8.74%
$198.04 - $221.51 $174K - $195K
11K $2.3M
VTWG
Vanguard Russell 2000 Growth E

ETFs
595
+ 1.1%
$202.91 - $229.76 $121K - $137K
54.8K $11.5M
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.89K
+ 12.41%
$106.56 - $113.11 $521K - $553K
44.2K $4.73M
MCK
Mckesson Corp

Healthcare
154
+ 6.25%
$482.27 - $628.5 $74.3K - $96.8K
2.62K $1.49M
GLD
Spdr Gold Trust

ETFs
1.18K
+ 5.83%
$236.59 - $257.5 $279K - $304K
21.4K $5.19M
AZN
Astrazeneca PLC

Healthcare
5.68K
+ 60.71%
$63.2 - $79.58 $359K - $452K
15K $985K
SAP
Sap Se

Technology
680
+ 14.75%
$218.13 - $255.54 $148K - $174K
5.29K $1.3M
VIG
Vanguard Dividend Appreciation

ETFs
1.34K
+ 0.41%
N/A
330K $60.1M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
26K
+ 131.51%
$9.77 - $10.51 $254K - $273K
45.8K $447K
CMI
Cummins Inc

Industrials
604
+ 74.11%
$324.93 - $383.42 $196K - $232K
1.42K $494K
GRMN
Garmin LTD

Technology
724
+ 27.36%
$161.91 - $220.77 $117K - $160K
3.37K $695K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.71K
+ 29.98%
$51.54 - $52.55 $243K - $248K
20.4K $1.06M
BHB
Bar Harbor Bankshares

Financial Services
7.45K
+ 93.52%
$28.81 - $38.23 $214K - $285K
15.4K $471K
CACI
Caci International Inc

Technology
500
+ 1.9%
N/A
26.8K $11.5M
YUM
Yum Brands Inc

Consumer Cyclical
1.65K
+ 94.94%
$130.36 - $139.54 $215K - $230K
3.39K $454K
RPM
Rpm International Inc

Basic Materials
1.48K
+ 11.28%
$120.09 - $140.26 $178K - $208K
14.6K $1.8M
ANSS
Ansys Inc

Technology
432
+ 12.93%
$313.05 - $361.45 $135K - $156K
3.77K $1.27M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.78K
+ 48.81%
$57.53 - $60.83 $218K - $230K
11.5K $663K
CTRA
Coterra Energy Inc.

Energy
5.65K
+ 15.51%
$22.71 - $27.63 $128K - $156K
42.1K $1.07M
SPOT
Spotify Technology S.A.

Communication Services
335
+ 50.99%
$362.95 - $502.38 $122K - $168K
992 $443K
SONY
Sony Group Corp

Technology
47.9K
+ 442.96%
$17.53 - $96.8 $840K - $4.64M
58.7K $1.24M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
549
+ 9.92%
$107.98 - $143.92 $59.3K - $79K
6.08K $816K
XEL
Xcel Energy Inc

Utilities
2.35K
+ 13.56%
$62.16 - $72.92 $146K - $171K
19.6K $1.33M
SCHA
Schwab Strategic Tr Us Small C

ETFs
151K
+ 104.26%
$25.33 - $51.16 $3.81M - $7.7M
295K $7.63M
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 5.41%
$4100.99 - $5300.34 $41K - $53K
195 $968K
CEG
Constellation Energy Corp

Utilities
974
+ 107.62%
$224.28 - $285.52 $218K - $278K
1.88K $422K
PM
Philip Morris International Inc.

Consumer Defensive
1.64K
+ 16.05%
$118.38 - $133.06 $194K - $218K
11.9K $1.43M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
6.67K
+ 9.75%
$9.95 - $12.23 $66.3K - $81.5K
75K $880K
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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