Congress Wealth Management LLC Sells in Q4 2024

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
-1.63K
- 14.97%
$32.93 - $39.8 $53.6K - $64.8K
9.24K $309K
HEI
Heico Corp

Industrials
-7
- 0.17%
$237.06 - $279.02 $1.66K - $1.95K
4.06K $965K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-275
- 15.94%
$165.45 - $196.93 $45.5K - $54.2K
1.45K $240K
SHEL
Shell PLC

Energy
-673
- 4.7%
$60.63 - $70.23 $40.8K - $47.3K
13.6K $854K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-1.67K
- 17.7%
$50.62 - $50.97 $84.3K - $84.9K
7.74K $392K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-711
- 2.94%
$46.33 - $48.6 $32.9K - $34.6K
23.5K $1.09M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-743
- 3.75%
$81.68 - $82.93 $60.7K - $61.6K
19.1K $1.56M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
-3.05K
- 22.36%
$23.7 - $24.51 $72.4K - $74.8K
10.6K $251K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-685
- 7.52%
$125.5 - $148.67 $86K - $102K
8.43K $1.12M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-94
- 0.42%
$33.67 - $37.35 $3.16K - $3.51K
22.2K $751K
CWEN
Clearway Energy, Inc.

Utilities
-233
- 1.54%
$25.71 - $30.74 $5.99K - $7.16K
14.9K $386K
PNNT
Pennantpark Investment Corp

Financial Services
-11K
- 50.0%
$6.64 - $7.08 $72.9K - $77.7K
11K $77K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-1.16K
- 17.13%
$56.06 - $61.35 $65.2K - $71.4K
5.63K $317K
ENSG
Ensign Group, Inc

Healthcare
-403
- 19.93%
$132.78 - $156.91 $53.5K - $63.2K
1.62K $215K
MTD
Mettler Toledo International Inc

Healthcare
-14
- 7.33%
$1160.67 - $1498.12 $16.2K - $21K
177 $216K
TMUS
T Mobile Us, Inc.

Communication Services
-950
- 9.5%
$206.1 - $246.94 $196K - $235K
9.06K $2M
BDX
Becton Dickinson & CO

Healthcare
-95
- 3.05%
$220.02 - $243.75 $20.9K - $23.2K
3.02K $685K
ICLN
Ishares

ETFs
-1.11K
- 7.5%
$11.35 - $14.51 $12.6K - $16K
13.6K $155K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-583
- 5.61%
$124.61 - $133.96 $72.6K - $78.1K
9.81K $1.26M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-353
- 5.62%
$88.59 - $94.57 $31.3K - $33.4K
5.93K $526K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-441
- 14.29%
$98.41 - $98.98 $43.4K - $43.7K
2.65K $260K
INFY
Infosys LTD

Technology
-1.55K
- 5.62%
$20.71 - $23.42 $32K - $36.2K
25.9K $568K
VGSH
Vanguard

ETFs
-584
- 4.87%
$58.02 - $58.88 $33.9K - $34.4K
11.4K $663K
IAU
Ishares Gold Trust

ETFs
-749
- 2.93%
$48.37 - $52.65 $36.2K - $39.4K
24.8K $1.23M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-22
- 0.06%
$50.02 - $51.24 $1.1K - $1.13K
35.8K $1.8M
IAUM
I Shares Gold Trust Micro

ETFs
-1.32K
- 1.68%
$25.56 - $27.81 $33.8K - $36.8K
77.3K $2.02M
KAI
Kadant Inc

Industrials
-144
- 10.39%
$316.45 - $422.93 $45.6K - $60.9K
1.24K $428K
FSV
First Service Corp

Real Estate
-202
- 13.59%
$176.17 - $197.05 $35.6K - $39.8K
1.28K $232K
CWST
Casella Waste Systems Inc

Industrials
-570
- 15.54%
$97.5 - $113.93 $55.6K - $64.9K
3.1K $327K
VMI
Valmont Industries Inc

Industrials
-751
- 6.41%
$287.0 - $352.14 $216K - $264K
11K $3.36M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-228
- 6.27%
$91.94 - $100.02 $21K - $22.8K
3.41K $315K
OTTR
Otter Tail Corp

Utilities
-225
- 6.98%
$73.59 - $85.52 $16.6K - $19.2K
3K $221K
BWX
Spdr Bloomberg International T

ETFs
-11
- 0.08%
$21.39 - $23.3 $235 - $256
14.2K $302K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-336
- 3.46%
$121.89 - $135.52 $41K - $45.5K
9.38K $1.17M
MMYT
Make My Trip LTD

Consumer Cyclical
-295
- 5.92%
N/A
4.69K $403K
FIS
Fidelity National Information Services, Inc.

Technology
-91
- 1.6%
$80.14 - $90.95 $7.29K - $8.28K
5.61K $452K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-460
- 19.95%
$131.85 - $172.52 $60.7K - $79.4K
1.85K $302K
GKOS
Glaukos Corp

Healthcare
-400
- 22.36%
$126.42 - $152.67 $50.6K - $61.1K
1.39K $208K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-248
- 3.92%
$44.87 - $46.86 $11.1K - $11.6K
6.08K $272K
CHDN
Churchill Downs Inc

Consumer Cyclical
-87
- 1.35%
$129.55 - $147.45 $11.3K - $12.8K
6.35K $848K
IBND
Spdr Bloomberg International C

ETFs
-19
- 0.19%
$28.36 - $30.49 $539 - $579
9.74K $276K
GNW
Genworth Financial Inc

Financial Services
-3.87K
- 11.06%
$6.52 - $7.82 $25.2K - $30.3K
31.1K $217K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
-371
- 9.05%
N/A
3.73K $207K
VOX
Vanguard Communication Service

ETFs
-1.33K
- 6.89%
$144.31 - $163.57 $192K - $218K
18K $2.79M
BAP
Credicorp LTD

Financial Services
-137
- 5.87%
$180.17 - $198.65 $24.7K - $27.2K
2.2K $402K
SPMD
Spdr Portfolio

ETFs
-281
- 2.59%
$54.13 - $59.56 $15.2K - $16.7K
10.6K $578K
VV
Vanguard Large Cap ETF

ETFs
-78
- 8.11%
$260.27 - $280.65 $20.3K - $21.9K
884 $238K
FRPT
Freshpet, Inc.

Consumer Defensive
-314
- 11.31%
$132.54 - $156.76 $41.6K - $49.2K
2.46K $364K
DGRO
Ishares Core Dividend Growth E

ETFs
-103
- 2.16%
$60.73 - $64.94 $6.26K - $6.69K
4.66K $286K
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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