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
VO
Vanguard Mid Cap ETF

ETFs
672
+ 11.38%
$261.5 - $284.63 $176K - $191K
6.58K $1.74M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.38K
+ 48.57%
$134.53 - $150.65 $185K - $207K
4.21K $569K
PPL
Ppl Corp

Utilities
5.61K
+ 40.74%
$31.47 - $35.0 $177K - $196K
19.4K $629K
CNS
Cohen & Steers, Inc.

Financial Services
5.01K
+ 6.17%
$90.53 - $106.6 $453K - $534K
86.1K $7.95M
UAA
Under Armour, Inc.

Consumer Cyclical
23.5K
+ 61.73%
$8.21 - $11.13 $193K - $261K
61.5K $508K
TTE
Total Energies Se

Energy
2.47K
+ 10.88%
N/A
25.1K $1.72M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.86K
+ 3.25%
$77.86 - $79.27 $379K - $385K
155K $12.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
134K
+ 209.24%
$27.54 - $83.04 $3.69M - $11.1M
198K $5.48M
WFC
Wells Fargo & Company

Financial Services
1.09K
+ 17.15%
$54.98 - $77.35 $60K - $84.4K
7.45K $523K
VBR
Vanguard Small Cap Value ETF

ETFs
1.66K
+ 2.61%
$197.36 - $217.3 $328K - $361K
65.3K $12.9M
BNDX
Vanguard Total International B

ETFs
3.61K
+ 22.0%
$48.91 - $50.61 $177K - $183K
20K $981K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
2.54K
+ 4.33%
$77.23 - $82.11 $196K - $208K
61.1K $4.75M
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
ES
Eversource Energy

Utilities
2.73K
+ 92.28%
$55.9 - $67.73 $152K - $185K
5.68K $326K
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
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
AIG
American International Group, Inc.

Financial Services
1.5K
+ 11.77%
$70.0 - $79.22 $105K - $119K
14.3K $1.04M
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
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
VCR
Vanguard Consumer Discretionar

ETFs
91
+ 7.56%
$328.51 - $401.37 $29.9K - $36.5K
1.3K $486K
ACWI
Ishares Msci Acwi ETF

ETFs
1.29K
+ 3.52%
$117.05 - $123.03 $151K - $158K
37.8K $4.44M
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
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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