Congress Wealth Management LLC Purchases in Q4 2024

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
499K
+ 838.64%
$91.26 - $95.82 $45.6M - $47.8M
559K $51.2M
XLY
Select Sector Spdr Consumer Di

ETFs
176K
+ 134.97%
$194.8 - $239.43 $34.3M - $42.1M
306K $68.7M
AAPL
Apple Inc.

Technology
71.5K
+ 9.91%
$221.69 - $259.02 $15.9M - $18.5M
793K $199M
XLB
Select Sector Spdr Fd Material

ETFs
297K
New
$83.8 - $97.58 $24.9M - $28.9M
297K $25M
DELL
Dell Technologies Inc.

Technology
199K
+ 4026.77%
$111.96 - $144.21 $22.3M - $28.7M
204K $23.5M
GOOGL
Alphabet Inc.

Communication Services
85K
+ 40.58%
$161.86 - $196.66 $13.8M - $16.7M
294K $55.7M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
152K
+ 137.7%
$87.56 - $119.8 $13.3M - $18.2M
262K $28.8M
HON
Honeywell International Inc

Industrials
67.1K
+ 90.76%
$202.84 - $236.0 $13.6M - $15.8M
141K $31.9M
IWP
Ishares Russell Mid Cap Growth

ETFs
120K
+ 873.67%
$116.4 - $138.52 $14M - $16.6M
134K $16.9M
BKR
Baker Hughes CO

Energy
337K
New
$35.98 - $44.88 $12.1M - $15.1M
337K $13.8M
SHOP
Shopify Inc.

Technology
126K
New
$78.14 - $119.49 $9.88M - $15.1M
126K $13.4M
IVV
Ishares Core S&P 500 ETF

ETFs
21.6K
+ 105.83%
$570.51 - $610.59 $12.3M - $13.2M
42.1K $24.8M
DXCM
Dexcom Inc

Healthcare
152K
+ 865.33%
$65.68 - $81.01 $9.97M - $12.3M
169K $13.2M
PH
Parker Hannifin Corp

Industrials
18.5K
+ 67.77%
$621.74 - $709.46 $11.5M - $13.1M
45.8K $29.1M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
75.1K
+ 64.6%
$110.69 - $154.48 $8.31M - $11.6M
191K $24.3M
AVGO
Broadcom Inc.

Technology
6.31K
+ 5.21%
$159.67 - $250.0 $1.01M - $1.58M
127K $29.5M
IDCC
Inter Digital, Inc.

Communication Services
44.2K
New
$142.61 - $200.59 $6.31M - $8.87M
44.2K $8.57M
ACIW
Aci Worldwide, Inc.

Technology
158K
New
$48.81 - $59.2 $7.72M - $9.36M
158K $8.21M
TRNO
Terreno Realty Corp

Real Estate
141K
+ 383.52%
$58.62 - $66.94 $8.29M - $9.47M
178K $10.5M
IWF
Ishares Russell 1000 Gr ETF

ETFs
15.8K
+ 26.42%
$370.24 - $418.94 $5.87M - $6.64M
75.8K $30.4M
SPY
Spdr S&P 500 ETF Trust

ETFs
12.1K
+ 20.08%
$567.81 - $607.81 $6.85M - $7.33M
72.2K $42.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
24.7K
+ 134.26%
$278.19 - $315.36 $6.87M - $7.79M
43.1K $12.4M
MKTX
Marketaxess Holdings Inc

Financial Services
30K
New
$225.3 - $293.66 $6.75M - $8.8M
30K $6.77M
RMBS
Rambus Inc

Technology
121K
New
$40.13 - $59.14 $4.85M - $7.14M
121K $6.38M
PRIM
Primoris Services Corp

Industrials
73K
New
$57.06 - $84.91 $4.17M - $6.2M
73K $5.58M
VTI
Vanguard Total Stock Market Et

ETFs
17.2K
+ 39.1%
$280.04 - $302.45 $4.81M - $5.19M
61.1K $17.7M
NOW
Service Now, Inc.

Technology
417
+ 1.54%
$867.18 - $1148.42 $362K - $479K
27.4K $29.1M
NFLX
Netflix Inc

Communication Services
1.77K
+ 10.32%
$687.65 - $936.56 $1.22M - $1.66M
18.9K $16.9M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
16.9K
+ 12.95%
$170.03 - $192.78 $2.88M - $3.27M
148K $27.3M
GD
General Dynamics Corp

Industrials
17.3K
+ 148.58%
$260.28 - $314.03 $4.49M - $5.42M
28.9K $7.61M
UGI
Ugi Corp

Utilities
139K
New
$23.24 - $30.37 $3.22M - $4.21M
139K $3.91M
IYW
Ishares Dj Us Tech ETF

ETFs
5.65K
+ 1.74%
$148.14 - $166.23 $837K - $939K
331K $52.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.66K
+ 5.35%
$481.22 - $538.17 $1.76M - $1.97M
72.1K $36.8M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.71K
+ 0.35%
$95.27 - $107.82 $163K - $184K
483K $49.9M
PJT
Pjt Partners Inc.

Financial Services
11.9K
+ 21.68%
$132.4 - $167.36 $1.57M - $1.98M
66.6K $10.5M
ITOT
Ishares Core S&P Total U.S. St

ETFs
24.7K
+ 261.26%
$124.26 - $134.12 $3.07M - $3.32M
34.2K $4.4M
NBN
Northeast Bk Lewiston Me Com

Financial Services
34.7K
New
$74.9 - $103.33 $2.6M - $3.59M
34.7K $3.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.5K
+ 6.89%
$521.84 - $558.82 $2.35M - $2.51M
69.8K $37.6M
VGIT
Vanguard Intermediate Term Tre

ETFs
48.3K
+ 142.79%
$57.78 - $60.4 $2.79M - $2.92M
82.2K $4.77M
BMI
Badger Meter Inc

Technology
14K
+ 29.8%
$199.06 - $237.67 $2.78M - $3.32M
60.9K $12.9M
VCEL
Vericel Corp

Healthcare
7.66K
+ 4.39%
$40.05 - $59.11 $307K - $453K
182K $10M
EEM
Ishares Msci Emerging Markets

ETFs
74.1K
+ 59.54%
$41.82 - $47.36 $3.1M - $3.51M
199K $8.3M
PANW
Palo Alto Networks Inc

Technology
57.4K
+ 116.74%
$181.96 - $405.9 $10.5M - $23.3M
107K $19.4M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
91.2K
+ 981.11%
$28.25 - $28.72 $2.58M - $2.62M
100K $2.85M
EBC
Eastern Bankshares, Inc.

Financial Services
147K
+ 293.0%
$15.83 - $19.03 $2.32M - $2.79M
197K $3.39M
BSX
Boston Scientific Corp

Healthcare
13.3K
+ 5.99%
$83.62 - $91.5 $1.11M - $1.22M
235K $21M
SUM
Summit Materials, Inc.

Basic Materials
2.36K
+ 1.2%
$36.82 - $51.66 $86.8K - $122K
199K $10.1M
LRN
Stride, Inc.

Consumer Defensive
9.43K
+ 12.45%
$64.04 - $110.79 $604K - $1.05M
85.2K $8.85M
HWM
Howmet Aerospace Inc.

Industrials
3.45K
+ 1.88%
$99.72 - $120.09 $344K - $415K
187K $20.5M
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email