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
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
11
+ 0.24%
$84.34 - $95.14 $928 - $1.05K
4.52K $394K
CTSH
Cognizant Technology Solutions Corp

Technology
126
+ 0.51%
$74.37 - $82.32 $9.37K - $10.4K
25K $1.92M
SPSB
Spdr Portfolio Short Term Corp

ETFs
553
+ 1.61%
$29.77 - $30.19 $16.5K - $16.7K
35K $1.04M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
83
+ 1.81%
$50.23 - $50.47 $4.17K - $4.19K
4.67K $234K
HPQ
Hp Inc

Technology
1.2K
+ 10.36%
$32.46 - $39.3 $38.9K - $47.1K
12.8K $416K
Blackrock ETF Trust Ii
16.7K
+ 212.41%
N/A
24.5K $0
Six Flags Entertainment Corp
2.02K
+ 3.78%
N/A
55.5K $0
Fidelity Covington Trust
12
+ 0.14%
N/A
8.68K $0
UYLD
Angel Oak Fds Tr Ultrashort In
111K
+ 43.18%
N/A
368K $0
Ge Healthcare Technologies I
932
+ 35.04%
N/A
3.59K $0
CARY
Angel Oak Fds Tr Income Etf(De
10.8K
+ 1.41%
N/A
772K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
3.28K
+ 51.01%
N/A
9.71K $0
Matthews Intl Fds
4.32K
+ 4.1%
N/A
110K $0
MOGA
Moog Inc Cla
1.6K
+ 4.49%
N/A
37.2K $0
CRH.L
Crh PLC

Basic Materials
1.5K
+ 49.07%
N/A
4.56K $0
Natwest Group PLC
2.6K
+ 8.98%
N/A
31.5K $0
Profesionally Managed Portfo
329K
+ 17.26%
N/A
2.24M $0
Janus Detroit Str Tr
76.8K
+ 8.14%
N/A
1.02M $0
Doubleline ETF Trust
49K
+ 9.75%
N/A
551K $0
Knife River Corp
5.61K
+ 6.71%
N/A
89.2K $0
Matthews Intl Fds
10.6K
+ 0.97%
N/A
1.11M $0
Linde PLC
1.2K
+ 3.15%
N/A
39.3K $0
Profesionally Managed Portfo
183K
+ 944.41%
N/A
202K $0
XYL
Xylem Inc.

Industrials
1.32K
+ 16.4%
$116.02 - $137.45 $153K - $181K
9.36K $1.09M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5
+ 0.29%
$176.42 - $186.91 $882 - $935
1.72K $307K
VOE
Vanguard Mid Cap Value Index F

ETFs
107
+ 3.3%
$160.89 - $176.18 $17.2K - $18.9K
3.35K $541K
IJK
Ishares S&P Midcap 400 Growth

ETFs
45
+ 0.72%
$90.66 - $99.46 $4.08K - $4.48K
6.3K $572K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.68K
+ 8.56%
$26.63 - $30.23 $44.7K - $50.8K
21.3K $567K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4
+ 0.05%
$36.54 - $37.53 $146 - $150
7.37K $271K
IYT
Ishares Tr U.S. Transportation

ETFs
111
+ 0.95%
$66.79 - $75.4 $7.41K - $8.37K
11.8K $800K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
6
+ 0.11%
$80.93 - $85.66 $486 - $514
5.43K $439K
SCHR
Schwab Intermediate Term Us Tr

ETFs
12.9K
+ 103.32%
$24.19 - $50.58 $312K - $652K
25.3K $615K
NGG
National Grid PLC

Utilities
230
+ 6.67%
$57.68 - $70.03 $13.3K - $16.1K
3.68K $218K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
55
+ 0.59%
$37.27 - $41.46 $2.05K - $2.28K
9.31K $346K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
217
+ 1.03%
$19.82 - $21.55 $4.3K - $4.68K
21.3K $422K
DTE
Dte Energy CO

Utilities
6
+ 0.13%
$117.04 - $129.77 $702 - $779
4.53K $547K
FREL
Fidelity Covington Tr Msci Rea

ETFs
3.8K
+ 6.71%
$26.61 - $29.85 $101K - $113K
60.5K $1.63M
UNP
Union Pacific Corp

Industrials
403
+ 5.7%
$223.15 - $249.32 $89.9K - $100K
7.47K $1.7M
IGE
Ishares Tr North Amern Nat Res

ETFs
198
+ 0.57%
$41.52 - $48.01 $8.22K - $9.51K
34.7K $1.48M
AWK
American Water Works Company, Inc.

Utilities
786
+ 12.52%
$123.83 - $146.07 $97.3K - $115K
7.06K $879K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
164
+ 0.41%
$77.02 - $78.58 $12.6K - $12.9K
40.6K $3.14M
CTVA
Corteva, Inc.

Basic Materials
2.58K
+ 2.42%
$55.21 - $64.13 $143K - $166K
109K $6.22M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.25K
+ 8.36%
$57.29 - $63.1 $301K - $331K
68.1K $3.91M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
2
+ 0.01%
$40.41 - $45.12 $80.8 - $90.2
14.8K $600K
WERN
Werner Enterprises Inc

Industrials
2.34K
+ 4.51%
$35.64 - $41.8 $83.4K - $97.8K
54.2K $1.95M
ALC
Alcon Inc

Healthcare
1.31K
+ 11.88%
$83.87 - $99.15 $110K - $130K
12.3K $1.04M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
221
+ 1.09%
$30.93 - $33.94 $6.84K - $7.5K
20.6K $637K
HLNE
Hamilton Lane Inc

Financial Services
123
+ 3.18%
$147.78 - $201.62 $18.2K - $24.8K
3.99K $590K
STZ
Constellation Brands, Inc.

Consumer Defensive
217
+ 6.67%
$219.66 - $257.62 $47.7K - $55.9K
3.47K $767K
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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