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
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
550
+ 0.55%
$49.79 - $51.14 $27.4K - $28.1K
100K $5.02M
VAW
Vanguard Materials ETF

ETFs
27
+ 0.78%
$186.91 - $215.32 $5.05K - $5.81K
3.5K $657K
GE
General Electric CO

Industrials
591
+ 7.18%
$159.95 - $194.23 $94.5K - $115K
8.83K $1.47M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
140K
+ 118.6%
$18.41 - $40.87 $2.58M - $5.74M
259K $4.79M
SON
Sonoco Products CO

Consumer Cyclical
37
+ 0.25%
$48.6 - $54.89 $1.8K - $2.03K
14.6K $711K
SCHV
Schwab Strategic Tr Us Large C

ETFs
278K
+ 205.65%
$25.79 - $80.4 $7.16M - $22.3M
412K $10.8M
HCA
Hca Healthcare, Inc.

Healthcare
34
+ 3.38%
$297.52 - $415.61 $10.1K - $14.1K
1.04K $311K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.44K
+ 4.88%
$131.66 - $144.0 $190K - $207K
31K $4.09M
FBT
First Trust Nyse Arca Biotechn

ETFs
825
+ 1.95%
$161.65 - $178.69 $133K - $147K
43K $7.15M
BCE
Bce Inc

Communication Services
3.69K
+ 22.14%
$22.53 - $34.84 $83.1K - $129K
20.4K $471K
NVMI
Nova Ltd.

Technology
1.44K
+ 4.06%
$172.39 - $221.56 $249K - $319K
37K $7.28M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
141
+ 2.28%
$82.28 - $117.52 $11.6K - $16.6K
6.33K $536K
O
Realty Income Corp

Real Estate
282
+ 2.09%
$51.76 - $64.71 $14.6K - $18.2K
13.8K $734K
DVY
Ishares Tr

ETFs
2.95K
+ 2.18%
$129.55 - $143.41 $383K - $424K
138K $18.2M
EMB
Ishares Tr

ETFs
786
+ 1.82%
$88.94 - $93.46 $69.9K - $73.5K
43.9K $3.91M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
365
+ 0.63%
$27.8 - $30.33 $10.1K - $11.1K
58.6K $1.63M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
481
+ 0.98%
$74.5 - $78.37 $35.8K - $37.7K
49.6K $3.7M
USRT
Ishares Core U.S. Reit ETF

ETFs
3.11K
+ 4.1%
$55.97 - $62.75 $174K - $195K
79K $4.53M
ELV
Elevance Health, Inc.

Healthcare
476
+ 22.15%
$365.96 - $514.62 $174K - $245K
2.63K $969K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.54K
+ 1.16%
$113.92 - $127.38 $517K - $578K
396K $45.6M
CSWI
Csw Industrials, Inc.

Industrials
880
+ 2.62%
$352.8 - $432.01 $310K - $380K
34.5K $12.2M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
1.99K
+ 3.29%
$49.25 - $53.57 $98K - $107K
62.4K $3.09M
VOD
Vodafone Group Public LTD CO

Communication Services
4.53K
+ 3.05%
$8.37 - $9.95 $37.9K - $45.1K
153K $1.3M
CVX
Chevron Corp

Energy
785
+ 0.59%
$141.15 - $162.53 $111K - $128K
133K $19.3M
KBR
Kbr, Inc.

Industrials
1.38K
+ 3.4%
$55.19 - $72.02 $76.1K - $99.2K
41.9K $2.43M
BCPC
Balchem Corp

Basic Materials
2.39K
+ 4.95%
$163.0 - $183.41 $390K - $439K
50.7K $8.27M
MCHP
Microchip Technology Inc

Technology
1.54K
+ 10.68%
$55.51 - $79.05 $85.4K - $122K
16K $914K
PLD
Prologis, Inc.

Real Estate
1.45K
+ 7.44%
$101.4 - $126.96 $147K - $184K
20.9K $2.21M
SKY
Skyline Champion Corp

Consumer Cyclical
4.45K
+ 4.75%
$88.1 - $108.92 $392K - $484K
98K $8.63M
D
Dominion Energy, Inc

Utilities
8.35K
+ 4.59%
$52.63 - $60.92 $439K - $509K
190K $10.2M
WY
Weyerhaeuser CO

Real Estate
1.25K
+ 2.31%
$27.21 - $33.7 $34.1K - $42.2K
55.4K $1.56M
PEP
Pepsico Inc

Consumer Defensive
969
+ 4.01%
$151.29 - $176.1 $147K - $171K
25.1K $3.82M
AMT
American Tower Corp

Real Estate
597
+ 7.34%
$179.4 - $232.01 $107K - $139K
8.73K $1.6M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
195K
+ 198.54%
$26.93 - $84.95 $5.25M - $16.6M
293K $8.01M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.4K
+ 89.84%
$22.01 - $66.82 $250K - $760K
24K $545K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
144
+ 0.09%
$20.55 - $23.26 $2.96K - $3.35K
154K $3.25M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.05K
+ 0.99%
$96.64 - $101.23 $102K - $106K
107K $10.4M
ADBE
Adobe Inc.

Technology
272
+ 3.97%
$437.39 - $552.96 $119K - $150K
7.13K $3.17M
VEA
Vanguard Ftse Developed Market

ETFs
17.9K
+ 7.14%
$47.57 - $52.44 $850K - $937K
268K $12.8M
DHR
Danaher Corp

Healthcare
736
+ 6.13%
$226.16 - $274.52 $166K - $202K
12.7K $2.93M
SCHP
Schwab Strategic Us Tips ETF

ETFs
50.9K
+ 81.27%
$25.74 - $53.78 $1.31M - $2.74M
113K $2.93M
VTV
Vanguard Value ETF

ETFs
950
+ 0.84%
$168.32 - $181.87 $160K - $173K
114K $19.3M
NVO
Novo Nordisk A S

Healthcare
1.3K
+ 7.77%
$85.0 - $120.04 $111K - $156K
18.1K $1.56M
AVY
Avery Dennison Corp

Industrials
125
+ 0.9%
$186.26 - $220.48 $23.3K - $27.6K
14K $2.62M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.33K
+ 2.9%
$34.13 - $37.35 $182K - $199K
189K $6.45M
FLCH
Franklin Templeton ETF Tr

ETFs
1.84K
+ 0.54%
$18.27 - $23.64 $33.6K - $43.5K
340K $6.25M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
327K
+ 101.87%
$22.63 - $47.53 $7.39M - $15.5M
647K $14.7M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
843
+ 0.83%
$62.71 - $68.47 $52.9K - $57.7K
103K $6.47M
VONV
Vanguard Russell 1000 Value Et

ETFs
535
+ 0.17%
$80.87 - $87.69 $43.3K - $46.9K
315K $25.6M
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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