Congress Wealth Management LLC Reduced Holdings in Q4 2024

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAH
Booz Allen Hamilton Holding Corp

Industrials
-5.18K
- 4.82%
$128.36 - $186.0 $665K - $964K
102K $13.2M
CALX
Calix, Inc

Technology
-96.2K
- 38.98%
$29.03 - $39.89 $2.79M - $3.84M
151K $5.25M
MRK
Merck & Co., Inc.

Healthcare
-9.32K
- 3.87%
$96.31 - $114.76 $897K - $1.07M
231K $23M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-4.05K
- 22.13%
$1146.59 - $1270.6 $4.65M - $5.15M
14.3K $16.9M
PFE
Pfizer Inc

Healthcare
-112K
- 24.92%
$24.8 - $30.19 $2.79M - $3.39M
339K $8.99M
INTC
Intel Corp

Technology
-121K
- 25.67%
$19.07 - $26.23 $2.31M - $3.18M
351K $7.03M
RTX
Raytheon Technologies Corp

Industrials
-30.7K
- 37.9%
$114.45 - $127.21 $3.52M - $3.91M
50.3K $5.82M
KMB
Kimberly Clark Corp

Consumer Defensive
-24.6K
- 44.9%
$130.37 - $146.09 $3.21M - $3.59M
30.2K $3.96M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-25.9K
- 15.78%
$59.25 - $72.99 $1.53M - $1.89M
138K $8.25M
MDT
Medtronic PLC

Healthcare
-37.9K
- 54.23%
$79.61 - $92.24 $3.02M - $3.5M
32K $2.56M
WFRD
Weatherford International PLC

Energy
-32.8K
- 32.83%
$67.1 - $94.33 $2.2M - $3.09M
67.1K $4.8M
GILD
Gilead Sciences, Inc.

Healthcare
-45.9K
- 64.99%
$83.95 - $97.9 $3.85M - $4.49M
24.7K $2.28M
VZ
Verizon Communications Inc

Communication Services
-21.5K
- 4.11%
$39.6 - $45.21 $852K - $972K
502K $20.1M
PAVE
Global X Fds Us Infrastructure

ETFs
-51.1K
- 2.91%
$40.41 - $45.95 $2.07M - $2.35M
1.7M $68.8M
CMCSA
Comcast Corp

Communication Services
-70.7K
- 41.55%
$37.39 - $45.14 $2.64M - $3.19M
99.5K $3.73M
NVS
Novartis Ag

Healthcare
-22.5K
- 34.87%
$96.78 - $117.18 $2.18M - $2.64M
42K $4.09M
LNC
Lincoln National Corp

Financial Services
-102K
- 50.18%
$30.46 - $36.84 $3.09M - $3.74M
101K $3.2M
DIS
Walt Disney CO

Communication Services
-40.8K
- 40.83%
$92.39 - $117.6 $3.77M - $4.8M
59.2K $6.59M
IRM
Iron Mountain Inc

Real Estate
-21.4K
- 39.41%
$101.62 - $128.14 $2.17M - $2.74M
32.9K $3.46M
GS
Goldman Sachs Group Inc

Financial Services
-14.3K
- 21.22%
$486.1 - $608.57 $6.97M - $8.72M
53.2K $30.5M
IEFA
Ishares Tr

ETFs
-10K
- 3.53%
$70.06 - $77.43 $701K - $775K
274K $19.2M
TTD
Trade Desk, Inc.

Technology
-39K
- 17.27%
$108.7 - $139.51 $4.23M - $5.43M
187K $21.9M
VHT
Vanguard Health Care ETF

ETFs
-2.01K
- 2.54%
$250.81 - $283.3 $505K - $570K
77.1K $19.6M
STE
Steris PLC

Healthcare
-2.88K
- 5.05%
$204.34 - $235.7 $588K - $679K
54.1K $11.1M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-9.58K
- 12.19%
$124.55 - $167.32 $1.19M - $1.6M
69K $10.5M
VVV
Valvoline Inc

Energy
-7.67K
- 1.82%
$36.18 - $43.41 $277K - $333K
413K $14.9M
DHI
Horton D R Inc

Consumer Cyclical
-10.8K
- 51.17%
$137.24 - $194.56 $1.49M - $2.11M
10.3K $1.45M
BK
Bank Of New York Mellon Corp

Financial Services
-38.4K
- 49.63%
$70.82 - $81.87 $2.72M - $3.14M
39K $2.99M
SU
Suncor Energy Inc

Energy
-66.3K
- 48.99%
$34.5 - $41.53 $2.29M - $2.75M
69.1K $2.46M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-32.8K
- 1.83%
$44.33 - $49.55 $1.45M - $1.63M
1.76M $79.1M
DY
Dycom Industries Inc

Industrials
-11.6K
- 55.55%
$168.3 - $202.91 $1.95M - $2.35M
9.25K $1.61M
SPSC
Sps Commerce Inc

Technology
-5.58K
- 3.89%
$165.0 - $198.81 $921K - $1.11M
138K $25.4M
VDC
Vanguard Consumer Staples ETF

ETFs
-11.1K
- 63.25%
$210.96 - $223.62 $2.34M - $2.48M
6.44K $1.36M
ARCC
Ares Capital Corp

Financial Services
-113K
- 44.18%
$20.74 - $22.27 $2.35M - $2.52M
143K $3.13M
AVAV
Aero Vironment Inc

Industrials
-330
- 0.71%
$153.72 - $235.17 $50.7K - $77.6K
46K $7.07M
FLGB
Franklin Templeton ETF Tr

ETFs
-1.81K
- 0.21%
$26.09 - $28.39 $47.2K - $51.4K
877K $23M
SVC
Service Properties Trust

Real Estate
-209K
- 28.1%
$2.33 - $4.92 $487K - $1.03M
535K $1.36M
ITT
Itt Inc.

Industrials
-13K
- 57.71%
$140.12 - $159.62 $1.82M - $2.08M
9.54K $1.36M
STRL
Sterling Construction CO Inc

Industrials
-28K
- 24.06%
$142.94 - $199.03 $4.01M - $5.58M
88.5K $14.9M
XLI
Industrial Sector Spdr

ETFs
-8.36K
- 3.53%
$131.76 - $143.99 $1.1M - $1.2M
228K $30.1M
DVN
Devon Energy Corp

Energy
-41.9K
- 46.08%
$30.52 - $42.96 $1.28M - $1.8M
49K $1.61M
SNA
Snap On Inc

Industrials
-7.62K
- 53.8%
$285.44 - $371.35 $2.17M - $2.83M
6.54K $2.22M
CR
Crane Holdings, Co.

Industrials
-7.26K
- 6.28%
$148.97 - $184.96 $1.08M - $1.34M
108K $16.5M
AVT
Avnet Inc

Technology
-32.7K
- 44.21%
$52.09 - $57.69 $1.7M - $1.88M
41.2K $2.16M
EWJ
Ishares Msci Japan ETF

ETFs
-1.97K
- 0.51%
$66.18 - $71.84 $130K - $141K
383K $25.7M
LEN
Lennar Corp

Consumer Cyclical
-5.29K
- 24.85%
$136.2 - $188.96 $720K - $999K
16K $2.18M
TDY
Teledyne Technologies Inc

Technology
-5.87K
- 16.85%
$436.59 - $489.24 $2.56M - $2.87M
29K $13.4M
SRLN
Ssga Active Trust

ETFs
-42.4K
- 30.12%
$41.48 - $42.08 $1.76M - $1.78M
98.4K $4.1M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-17.1K
- 48.57%
$100.16 - $100.7 $1.71M - $1.72M
18.1K $1.82M
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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