Congress Wealth Management LLC Incresed Positions 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
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
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
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
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
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
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
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
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
46.3K
+ 60.91%
$45.17 - $47.23 $2.09M - $2.18M
122K $5.54M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
4.05K
+ 4.8%
$101.51 - $140.63 $411K - $570K
88.5K $11.1M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
37.5K
+ 707.22%
$47.92 - $55.17 $1.8M - $2.07M
42.8K $2.06M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
2.46K
+ 0.77%
$63.19 - $73.31 $156K - $181K
321K $22M
ISRG
Intuitive Surgical Inc

Healthcare
656
+ 1.48%
$471.27 - $550.62 $309K - $361K
45.1K $23.5M
BX
Blackstone Inc.

Financial Services
8.26K
+ 59.77%
$148.45 - $199.05 $1.23M - $1.64M
22.1K $3.81M
BR
Broadridge Financial Solutions, Inc.

Technology
3.15K
+ 4.25%
$209.64 - $236.44 $661K - $745K
77.2K $17.5M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
8.51K
+ 6.11%
$67.53 - $85.82 $574K - $730K
148K $11.5M
ADP
Automatic Data Processing Inc

Industrials
4.65K
+ 54.24%
$280.08 - $307.97 $1.3M - $1.43M
13.2K $3.87M
EPD
Enterprise Products Partners L.P.

Energy
14.6K
+ 3.25%
$28.66 - $34.43 $417K - $501K
462K $14.5M
VPU
Vanguard Utilities ETF

ETFs
7.9K
+ 285.23%
$160.52 - $179.11 $1.27M - $1.41M
10.7K $1.74M
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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