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
CRTO
Criteo S.A.

Communication Services
-40K
- 23.43%
$33.44 - $43.41 $1.34M - $1.73M
131K $5.17M
PGR
Progressive Corp

Financial Services
-6.06K
- 36.01%
$239.6 - $268.88 $1.45M - $1.63M
10.8K $2.58M
FCN
Fti Consulting, Inc

Industrials
-460
- 1.05%
$190.39 - $231.2 $87.6K - $106K
43.2K $8.27M
SO
Southern CO

Utilities
-17K
- 49.07%
$81.5 - $94.15 $1.38M - $1.6M
17.6K $1.45M
LCII
Lci Industries

Consumer Cyclical
-12.4K
- 56.71%
$101.78 - $126.7 $1.26M - $1.57M
9.48K $980K
MSI
Motorola Solutions, Inc.

Technology
-3.77K
- 45.24%
$449.08 - $504.6 $1.69M - $1.9M
4.56K $2.11M
MOD
Modine Manufacturing CO

Consumer Cyclical
-10.8K
- 53.8%
$109.77 - $143.22 $1.18M - $1.54M
9.24K $1.07M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-8.64K
- 6.67%
$32.56 - $42.89 $281K - $370K
121K $4M
LEG
Leggett & Platt Inc

Consumer Cyclical
-101K
- 67.46%
$9.5 - $13.67 $961K - $1.38M
48.8K $468K
AME
Ametek Inc

Industrials
-9.73K
- 43.97%
$165.89 - $197.38 $1.61M - $1.92M
12.4K $2.24M
XLE
Energy Sector Spdr

ETFs
-4.95K
- 1.01%
$83.32 - $97.27 $413K - $482K
488K $41.8M
T
At&T Inc.

Communication Services
-71K
- 36.01%
$21.22 - $23.88 $1.51M - $1.69M
126K $2.87M
BA
Boeing CO

Industrials
-12.5K
- 39.19%
$138.14 - $180.72 $1.73M - $2.26M
19.4K $3.43M
HSY
Hershey CO

Consumer Defensive
-6.9K
- 65.32%
$168.67 - $193.65 $1.16M - $1.34M
3.66K $620K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-19.7K
- 48.69%
$77.25 - $91.3 $1.52M - $1.8M
20.7K $1.77M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-13.1K
- 53.6%
$83.82 - $95.89 $1.1M - $1.25M
11.3K $955K
RMD
Resmed Inc

Healthcare
-1.37K
- 2.1%
$228.69 - $256.07 $314K - $352K
63.9K $14.6M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
-16K
- 43.96%
$59.24 - $74.8 $946K - $1.19M
20.4K $1.25M
COP
Conocophillips

Energy
-3.98K
- 2.68%
$95.12 - $114.72 $378K - $456K
145K $14.4M
GLDM
World Gold Trust

ETFs
-21.1K
- 1.84%
$50.76 - $55.23 $1.07M - $1.16M
1.12M $58.4M
THC
Tenet Healthcare Corp

Healthcare
-6.64K
- 62.48%
$125.42 - $168.52 $832K - $1.12M
3.99K $503K
USB
Us Bancorp \De\

Financial Services
-31K
- 28.19%
$43.98 - $53.66 $1.36M - $1.66M
79K $3.78M
LSTR
Landstar System Inc

Industrials
-5.84K
- 64.18%
$171.86 - $192.81 $1M - $1.13M
3.26K $560K
WHR
Whirlpool Corp

Consumer Cyclical
-11.3K
- 57.62%
$99.28 - $124.45 $1.12M - $1.4M
8.3K $949K
MET
Metlife Inc

Financial Services
-13.5K
- 48.42%
$78.15 - $88.25 $1.05M - $1.19M
14.4K $1.18M
JEF
Jefferies Financial Group Inc.

Financial Services
-20.3K
- 72.12%
$61.95 - $81.75 $1.26M - $1.66M
7.84K $614K
BAX
Baxter International Inc

Healthcare
-25.2K
- 60.21%
$28.63 - $37.84 $722K - $954K
16.7K $485K
JCI
Johnson Controls International PLC

Industrials
-14.6K
- 42.25%
$74.23 - $86.6 $1.08M - $1.26M
19.9K $1.57M
AON
Aon PLC

Financial Services
-3.26K
- 43.28%
$344.14 - $393.31 $1.12M - $1.28M
4.27K $1.53M
NVT
N Vent Electric PLC

Industrials
-7.11K
- 2.76%
$67.69 - $79.19 $481K - $563K
251K $17.1M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-948
- 0.45%
$164.89 - $177.66 $156K - $168K
211K $34.9M
GIS
General Mills Inc

Consumer Defensive
-10.1K
- 28.02%
$62.78 - $74.62 $634K - $754K
26K $1.65M
TRV
Travelers Companies, Inc.

Financial Services
-4.47K
- 31.48%
$225.97 - $266.66 $1.01M - $1.19M
9.74K $2.35M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-10.3K
- 2.16%
$50.62 - $52.07 $522K - $537K
467K $23.8M
MLR
Miller Industries Inc

Consumer Cyclical
-16.4K
- 71.08%
$59.86 - $76.87 $981K - $1.26M
6.67K $435K
ASIX
Advan Six Inc.

Basic Materials
-31K
- 69.38%
$27.85 - $32.87 $863K - $1.02M
13.7K $389K
BLDR
Builders First Source, Inc.

Industrials
-2.48K
- 20.58%
$142.93 - $198.25 $354K - $491K
9.55K $1.37M
AIZ
Assurant, Inc.

Financial Services
-5.12K
- 46.03%
$186.6 - $228.68 $954K - $1.17M
6K $1.28M
AGX
Argan Inc

Industrials
-10.9K
- 68.51%
$100.91 - $160.81 $1.1M - $1.75M
5K $685K
MAN
Manpower Group Inc.

Industrials
-11.1K
- 62.49%
$56.82 - $74.28 $632K - $827K
6.68K $385K
GNTX
Gentex Corp

Consumer Cyclical
-30.3K
- 63.8%
$28.6 - $31.34 $866K - $949K
17.2K $493K
CSCO
Cisco Systems, Inc.

Technology
-59.6K
- 13.41%
$52.45 - $60.02 $3.12M - $3.57M
385K $22.8M
CNMD
Conmed Corp

Healthcare
-11.6K
- 57.05%
$61.81 - $77.54 $717K - $900K
8.74K $598K
POWI
Power Integrations Inc

Technology
-10.8K
- 13.38%
$60.04 - $68.05 $648K - $734K
69.9K $4.31M
SXT
Sensient Technologies Corp

Basic Materials
-9.87K
- 61.73%
$71.0 - $81.38 $700K - $803K
6.12K $435K
ORCL
Oracle Corp

Technology
-1.98K
- 1.49%
$165.41 - $192.43 $327K - $381K
131K $21.8M
URI
United Rentals, Inc.

Industrials
-108
- 1.58%
$704.44 - $880.32 $76.1K - $95.1K
6.73K $4.74M
CAH
Cardinal Health Inc

Healthcare
-7.56K
- 48.91%
$107.89 - $125.33 $816K - $948K
7.9K $933K
CAG
Conagra Brands Inc.

Consumer Defensive
-21.2K
- 54.28%
$26.48 - $32.72 $561K - $694K
17.9K $495K
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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