Congress Wealth Management LLC New Holdings in Q4 2024

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SOR
Source Capital Inc

Financial Services
8.22K
New
$42.29 - $45.82 $348K - $377K
8.22K $357K
SYM
Symbotic Inc.

Financial Services
15K
New
$22.73 - $38.78 $341K - $582K
15K $356K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
28K
New
$10.78 - $12.75 $302K - $357K
28K $348K
TXG
10x Genomics, Inc.

Healthcare
23.7K
New
$13.18 - $21.31 $312K - $505K
23.7K $340K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.75K
New
$89.9 - $100.66 $337K - $377K
3.75K $338K
TGT
Target Corp

Consumer Defensive
2.5K
New
$121.59 - $160.69 $303K - $401K
2.5K $337K
MTB
M&T Bank Corp

Financial Services
1.78K
New
$172.48 - $221.95 $306K - $394K
1.78K $333K
ENB
Enbridge Inc

Energy
7.67K
New
$40.4 - $43.92 $310K - $337K
7.67K $325K
DDOG
Datadog, Inc.

Technology
2.21K
New
$113.98 - $168.65 $252K - $372K
2.21K $315K
FAST
Fastenal CO

Industrials
4.28K
New
$69.99 - $84.35 $300K - $361K
4.28K $308K
WTRG
Essential Utilities, Inc.

Utilities
8.02K
New
$36.18 - $40.55 $290K - $325K
8.02K $291K
SF
Stifel Financial Corp

Financial Services
2.62K
New
$93.4 - $117.72 $245K - $308K
2.62K $277K
EMR
Emerson Electric CO

Industrials
2.14K
New
$108.13 - $134.33 $231K - $287K
2.14K $264K
ASX
Ase Technology Holding Co., Ltd.

Technology
26.1K
New
$9.49 - $10.74 $248K - $281K
26.1K $263K
HIG
Hartford Financial Services Group, Inc.

Financial Services
2.41K
New
$107.06 - $123.74 $258K - $298K
2.41K $263K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
13K
New
$19.27 - $20.9 $250K - $271K
13K $256K
RY
Royal Bank Of Canada

Financial Services
2.12K
New
$119.72 - $128.02 $254K - $271K
2.12K $255K
EXC
Exelon Corp

Utilities
6.65K
New
$36.22 - $40.97 $241K - $272K
6.65K $250K
SQ
Block, Inc.

Technology
2.93K
New
$65.06 - $98.92 $190K - $290K
2.93K $248K
FM
Ishares Msci Frontier And Sele

ETFs
8.77K
New
$27.11 - $27.7 $238K - $243K
8.77K $238K
OTIS
Otis Worldwide Corp

Industrials
2.55K
New
$92.57 - $106.01 $236K - $270K
2.55K $235K
NTLA
Intellia Therapeutics, Inc.

Healthcare
20K
New
$11.41 - $21.09 $228K - $422K
20K $233K
TEX
Terex Corp

Industrials
5.02K
New
$45.07 - $58.61 $226K - $294K
5.02K $232K
NMIH
Nmi Holdings, Inc.

Financial Services
6.15K
New
$36.32 - $41.53 $223K - $255K
6.15K $225K
APPF
Appfolio Inc

Technology
916
New
$192.07 - $269.26 $176K - $247K
916 $225K
KBE
Spdr S&P Bank ETF

ETFs
4.01K
New
$51.33 - $62.76 $206K - $252K
4.01K $222K
CRSP
Crispr Therapeutics Ag

Healthcare
5.64K
New
$38.65 - $55.15 $218K - $311K
5.64K $221K
ZS
Zscaler, Inc.

Technology
1.23K
New
$166.99 - $211.99 $205K - $260K
1.23K $221K
QTWO
Q2 Holdings, Inc.

Technology
2.19K
New
$77.81 - $110.85 $170K - $243K
2.19K $220K
SCHW
Schwab Charles Corp

Financial Services
2.98K
New
$63.31 - $82.85 $189K - $247K
2.98K $220K
ROK
Rockwell Automation, Inc

Industrials
754
New
$264.65 - $302.92 $200K - $228K
754 $215K
FTCS
First Trust Capital Strength E

ETFs
2.45K
New
$87.62 - $94.03 $214K - $230K
2.45K $214K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.85K
New
$34.25 - $37.94 $200K - $222K
5.85K $212K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.96K
New
$41.17 - $43.34 $204K - $215K
4.96K $205K
CGDV
Capital Group Divid Value ETF

ETFs
5.8K
New
$35.16 - $37.12 $204K - $215K
5.8K $204K
SGOL
Abrdn Gold ETF Trust

ETFs
8.14K
New
$24.46 - $26.62 $199K - $217K
8.14K $203K
WBD
Warner Bros. Discovery, Inc.

Communication Services
10.8K
New
$7.33 - $12.37 $79.3K - $134K
10.8K $114K
PGEN
Precigen, Inc.

Healthcare
12K
New
$0.67 - $1.12 $8.04K - $13.4K
12K $13K
Marti Technologies Inc
116K
New
N/A
116K $0
Vaneck Bitcoin ETF
12.3K
New
N/A
12.3K $0
American Beacon Select Funds
21.1K
New
N/A
21.1K $0
Blackrock Inc
816
New
N/A
816 $0
Lam Research Corp
10.7K
New
N/A
10.7K $0
Arista Networks Inc
271K
New
N/A
271K $0
Core Scientific Inc New
15.6K
New
N/A
15.6K $0
Profesionally Managed Portfo
104K
New
N/A
104K $0
Empire St Rlty Op L P
14.4K
New
N/A
14.4K $0
Fidelity Covington Trust
12.8K
New
N/A
12.8K $0
Empire St Rlty Op L P
21.5K
New
N/A
21.5K $0
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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