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
FENY
Fidelity Covington Tr Msci Ene

ETFs
3.03K
+ 24.7%
$23.14 - $26.91 $70.1K - $81.5K
15.3K $364K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
59
+ 0.13%
$66.77 - $71.52 $3.94K - $4.22K
44.4K $3.06M
SJM
J M Smucker CO

Consumer Defensive
801
+ 34.33%
$106.92 - $121.75 $85.6K - $97.5K
3.13K $345K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
3.69K
+ 19.81%
$21.43 - $22.55 $79.1K - $83.2K
22.3K $481K
GLOB
Globant S.A.

Technology
76
+ 2.92%
$193.45 - $236.83 $14.7K - $18K
2.68K $575K
MEDP
Medpace Holdings, Inc.

Healthcare
209
+ 1.73%
$308.93 - $363.58 $64.6K - $76K
12.3K $4.08M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
2.07K
+ 64.53%
$49.78 - $66.55 $103K - $138K
5.28K $264K
NDAQ
Nasdaq, Inc.

Financial Services
270
+ 3.75%
$70.87 - $83.05 $19.1K - $22.4K
7.46K $577K
WDAY
Workday, Inc.

Technology
96
+ 5.32%
$233.85 - $279.91 $22.4K - $26.9K
1.9K $490K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
522
+ 17.81%
$109.14 - $121.63 $57K - $63.5K
3.45K $379K
SYY
Sysco Corp

Consumer Defensive
813
+ 7.25%
$73.63 - $81.77 $59.9K - $66.5K
12K $919K
PWR
Quanta Services, Inc.

Industrials
14
+ 0.64%
$296.05 - $346.6 $4.14K - $4.85K
2.19K $690K
CARR
Carrier Global Corp

Industrials
1.44K
+ 29.66%
$66.69 - $82.65 $95.8K - $119K
6.28K $428K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
647
+ 16.25%
$51.94 - $55.55 $33.6K - $35.9K
4.63K $246K
FFIV
F5, Inc.

Technology
16
+ 1.51%
$213.56 - $263.36 $3.42K - $4.21K
1.07K $269K
KEYS
Keysight Technologies, Inc.

Technology
173
+ 6.03%
$149.01 - $172.53 $25.8K - $29.8K
3.04K $488K
XLP
Consumer Staples Sector Spdr

ETFs
429
+ 0.12%
N/A
369K $28.1M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
127
+ 1.68%
$111.85 - $120.71 $14.2K - $15.3K
7.7K $887K
SPTS
Spdr Portfolio Short Term Trea

ETFs
1.19K
+ 11.86%
$28.88 - $29.33 $34.3K - $34.8K
11.2K $325K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.19K
+ 5.29%
$49.87 - $52.46 $109K - $115K
43.5K $2.17M
FISV
Fiserv Inc

Technology
235
+ 6.77%
N/A
3.71K $463K
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
4.11K
+ 5.5%
$30.58 - $33.39 $126K - $137K
78.9K $2.47M
DFAU
Dimensional ETF Tr

ETFs
126
+ 0.46%
$39.27 - $42.38 $4.95K - $5.34K
27.4K $1.11M
SCHO
Schwab Short Term Us Treasury

ETFs
21.9K
+ 109.17%
$24.06 - $48.88 $526K - $1.07M
41.9K $1.01M
OSK
Oshkosh Corp

Industrials
555
+ 9.86%
$93.84 - $115.52 $52.1K - $64.1K
6.18K $587K
IYF
Ishares Tr

ETFs
18
+ 0.59%
$102.7 - $119.05 $1.85K - $2.14K
3.09K $341K
WSO
Watsco Inc

Industrials
73
+ 9.19%
$466.57 - $568.78 $34.1K - $41.5K
867 $410K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
357
+ 12.72%
$69.58 - $74.87 $24.8K - $26.7K
3.16K $221K
BWXT
Bwx Technologies, Inc.

Industrials
125
+ 5.89%
$111.39 - $133.28 $13.9K - $16.7K
2.25K $250K
CB
Chubb LTD

Financial Services
144
+ 8.31%
$271.57 - $301.89 $39.1K - $43.5K
1.88K $518K
IXN
Ishares Global Information Tec

ETFs
16
+ 0.21%
$80.67 - $87.84 $1.29K - $1.41K
7.78K $659K
ELS
Equity Lifestyle Properties Inc

Real Estate
985
+ 9.71%
$66.06 - $72.51 $65.1K - $71.4K
11.1K $741K
VT
Vanguard Total World Stk Index

ETFs
328
+ 3.57%
$117.09 - $123.07 $38.4K - $40.4K
9.52K $1.12M
RELX
Relx PLC

Communication Services
772
+ 8.72%
$44.45 - $48.63 $34.3K - $37.5K
9.63K $437K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.16K
+ 8.61%
$35.32 - $44.84 $41K - $52K
14.6K $544K
TFII
Tfi International Inc.

Industrials
139
+ 9.19%
$131.69 - $153.91 $18.3K - $21.4K
1.65K $223K
DJP
Barclays Bank PLC

ETFs
499
+ 7.24%
N/A
7.39K $238K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
1.07K
+ 9.04%
$16.2 - $17.97 $17.3K - $19.1K
12.8K $218K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
792
+ 1.55%
$40.34 - $40.62 $31.9K - $32.2K
51.8K $2.09M
HYG
Ishares Tr

ETFs
613
+ 2.78%
$78.09 - $80.04 $47.9K - $49.1K
22.7K $1.78M
EBAY
Ebay Inc

Consumer Cyclical
451
+ 9.09%
$57.51 - $67.17 $25.9K - $30.3K
5.41K $335K
MMM
3 M CO

Industrials
641
+ 6.78%
$124.74 - $137.12 $80K - $87.9K
10.1K $1.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
414
+ 8.71%
$51.33 - $53.74 $21.3K - $22.2K
5.17K $266K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
661
+ 16.53%
$63.27 - $70.31 $41.8K - $46.5K
4.66K $295K
AVUV
American Centy ETF Tr Avantis

ETFs
70
+ 1.73%
$94.37 - $106.41 $6.61K - $7.45K
4.11K $396K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
14
+ 8.24%
$1124.26 - $1344.96 $15.7K - $18.8K
184 $231K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
344
+ 12.74%
$99.04 - $109.59 $34.1K - $37.7K
3.04K $302K
HYLB
Xtrackers Usd High Yield Corp

ETFs
1.41K
+ 2.57%
$35.95 - $36.76 $50.8K - $51.9K
56.3K $2.03M
IBB
Ishares Biotechnology ETF

ETFs
241
+ 11.08%
$131.21 - $148.85 $31.6K - $35.9K
2.42K $319K
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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