Congress Wealth Management LLC New Holdings in Q4 2024

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLB
Select Sector Spdr Fd Material

ETFs
297K
New
$83.8 - $97.58 $24.9M - $28.9M
297K $25M
BKR
Baker Hughes CO

Energy
337K
New
$35.98 - $44.88 $12.1M - $15.1M
337K $13.8M
GDDY
Go Daddy Inc.

Technology
69K
New
$153.16 - $209.03 $10.6M - $14.4M
69K $13.6M
SHOP
Shopify Inc.

Technology
126K
New
$78.14 - $119.49 $9.88M - $15.1M
126K $13.4M
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
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
UGI
Ugi Corp

Utilities
139K
New
$23.24 - $30.37 $3.22M - $4.21M
139K $3.91M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
24.4K
New
$66.67 - $74.08 $1.63M - $1.81M
24.4K $1.66M
AAXJ
Ishares Msci All Country Asia

ETFs
21.4K
New
$72.15 - $82.16 $1.54M - $1.76M
21.4K $1.54M
PSN
Parsons Corp

Industrials
16.7K
New
$92.25 - $113.31 $1.54M - $1.89M
16.7K $1.54M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
55.9K
New
$23.11 - $25.17 $1.29M - $1.41M
55.9K $1.29M
MRVL
Marvell Technology, Inc.

Technology
11.2K
New
$70.31 - $124.78 $786K - $1.39M
11.2K $1.23M
FDIS
Fidelity Covington Tr Msci Con

ETFs
12.2K
New
$85.33 - $104.24 $1.04M - $1.27M
12.2K $1.19M
CSX
Csx Corp

Industrials
33.7K
New
$31.58 - $36.88 $1.06M - $1.24M
33.7K $1.09M
WEC
Wec Energy Group, Inc.

Utilities
9.98K
New
$92.94 - $101.82 $927K - $1.02M
9.98K $938K
JLL
Jones Lang Lasalle Inc

Real Estate
3.03K
New
$246.93 - $283.67 $749K - $860K
3.03K $767K
TT
Trane Technologies PLC

Industrials
1.99K
New
$369.35 - $419.14 $736K - $835K
1.99K $735K
WMB
Williams Companies, Inc.

Energy
13K
New
$46.37 - $59.74 $603K - $776K
13K $703K
AEP
American Electric Power CO Inc

Utilities
7.32K
New
$90.91 - $102.21 $666K - $748K
7.32K $675K
SOXX
Ishares Semiconductor ETF

ETFs
3.03K
New
$211.27 - $239.8 $641K - $728K
3.03K $653K
PLTR
Palantir Technologies Inc.

Technology
8.56K
New
$36.46 - $82.38 $312K - $705K
8.56K $647K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
8.38K
New
$69.3 - $74.3 $581K - $623K
8.38K $598K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
48.5K
New
$12.1 - $13.52 $586K - $655K
48.5K $593K
VTWO
Vanguard Russell 2000 ETF

ETFs
6.43K
New
$87.42 - $98.06 $562K - $631K
6.43K $574K
MGV
Vanguard Mega Cap Value

ETFs
4.27K
New
$124.06 - $133.48 $530K - $570K
4.27K $533K
NOC
Northrop Grumman Corp

Industrials
1.11K
New
$466.52 - $543.88 $520K - $606K
1.11K $522K
EFX
Equifax Inc

Industrials
2K
New
$245.03 - $293.5 $490K - $587K
2K $509K
IRDM
Iridium Communications Inc.

Communication Services
15.1K
New
$27.32 - $33.54 $413K - $506K
15.1K $438K
SRE
Sempra Energy

Utilities
4.98K
New
$80.81 - $94.77 $402K - $472K
4.98K $436K
MLPX
Global X Mlp & Energy Infrastr

ETFs
7.22K
New
$54.89 - $64.32 $396K - $464K
7.22K $436K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
8.39K
New
$50.67 - $50.9 $425K - $427K
8.39K $425K
GTLB
Gitlab Inc.

Technology
7.53K
New
$48.76 - $67.19 $367K - $506K
7.53K $424K
ABNB
Airbnb, Inc.

Consumer Cyclical
3.16K
New
$125.36 - $147.37 $396K - $466K
3.16K $415K
MIRM
Mirum Pharmaceuticals, Inc.

Healthcare
10K
New
$37.85 - $46.65 $379K - $467K
10K $413K
TEQI
T Rowe Price Exchange Traded F

Technology
10.1K
New
$40.23 - $43.56 $405K - $438K
10.1K $408K
GL
Globe Life Inc.

Financial Services
3.51K
New
$103.49 - $116.02 $364K - $408K
3.51K $391K
PEG
Public Service Enterprise Group Inc

Utilities
4.58K
New
$81.87 - $94.51 $375K - $433K
4.58K $387K
AIQ
Global X Funds Global X Artifi

ETFs
10K
New
$36.57 - $40.57 $366K - $406K
10K $386K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
23.2K
New
$15.9 - $17.05 $369K - $396K
23.2K $385K
CBU
Community Bank System, Inc.

Financial Services
6.26K
New
$56.38 - $71.45 $353K - $447K
6.26K $385K
SNY
Sanofi

Healthcare
7.84K
New
$45.89 - $57.31 $360K - $449K
7.84K $378K
PFFV
Global X Variable Rate Preferr

Technology
16K
New
$23.57 - $24.48 $376K - $391K
16K $376K
TWLO
Twilio Inc

Communication Services
3.45K
New
$63.73 - $114.96 $220K - $396K
3.45K $372K
CMA
Comerica Inc

Financial Services
5.93K
New
$57.88 - $72.73 $343K - $432K
5.93K $366K
MPC
Marathon Petroleum Corp

Energy
2.58K
New
$131.65 - $174.84 $340K - $451K
2.58K $360K
KKR
Kkr & Co. Inc.

Financial Services
2.44K
New
$129.87 - $162.87 $316K - $397K
2.44K $360K
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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