Congress Wealth Management LLC Reduced Holdings in Q4 2024

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAON
Aaon, Inc.

Industrials
-325
- 11.7%
$106.25 - $140.75 $34.5K - $45.7K
2.45K $288K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-7
- 0.15%
$94.77 - $97.36 $663 - $682
4.59K $438K
ALTR
Altair Engineering Inc.

Technology
-450
- 15.24%
$91.78 - $110.67 $41.3K - $49.8K
2.5K $272K
NRG
Nrg Energy, Inc.

Utilities
-60
- 1.52%
$85.3 - $101.61 $5.12K - $6.1K
3.89K $350K
TFC
Truist Financial Corp

Financial Services
-845
- 1.97%
$41.51 - $48.1 $35.1K - $40.6K
42K $1.82M
OKTA
Okta, Inc.

Technology
-249
- 8.17%
$71.81 - $86.11 $17.9K - $21.4K
2.8K $220K
AOR
Ishares Tr Core Growth Allocat

ETFs
-1
- 0.03%
$57.32 - $59.66 $57.3 - $59.7
3.53K $202K
DOCS
Doximity, Inc.

Healthcare
-960
- 20.01%
$41.25 - $61.25 $39.6K - $58.8K
3.84K $204K
NLOK
Norton Life Lock Inc.

Technology
-143
- 1.6%
N/A
8.82K $189K
EQIX
Equinix Inc

Real Estate
-244
- 5.94%
$865.69 - $985.0 $211K - $240K
3.87K $3.65M
Canadian Pacific Kansas City
-6.11K
- 12.02%
N/A
44.7K $0
Bondbloxx ETF Trust
-588
- 1.08%
N/A
53.9K $0
Labcorp Holdings Inc
-3.21K
- 72.47%
N/A
1.22K $0
Brookfield Corp
-5.4K
- 24.86%
N/A
16.3K $0
Rb Global Inc
-765
- 19.98%
N/A
3.06K $0
Matthews Intl Fds
-1.43K
- 2.48%
N/A
56.2K $0
Ncr Atleos Corporation
-3.65K
- 36.82%
N/A
6.26K $0
Te Connectivity PLC
-17.5K
- 14.05%
N/A
107K $0
Coherent Corp
-34.8K
- 55.29%
N/A
28.1K $0
Cooper Cos Inc
-1.91K
- 1.18%
N/A
159K $0
SGDM
Sprott ETF Tr Gold Miners ETF
-296
- 0.66%
N/A
44.6K $0
Corpay Inc
-14
- 1.15%
N/A
1.2K $0
Crane Company
-12.2K
- 11.62%
N/A
92.9K $0
Kenvue Inc
-112K
- 49.45%
N/A
115K $0
FTSL
First Trust Senior Ln Fund

ETFs
-40
- 0.6%
$45.9 - $46.48 $1.84K - $1.86K
6.6K $305K
PRI
Primerica, Inc.

Financial Services
-10
- 1.27%
$265.71 - $304.93 $2.66K - $3.05K
777 $210K
VRSK
Verisk Analytics, Inc.

Industrials
-4
- 0.37%
$262.86 - $294.75 $1.05K - $1.18K
1.09K $300K
CHTR
Charter Communications, Inc.

Communication Services
-2
- 0.32%
$315.38 - $408.02 $631 - $816
616 $211K
TCOM
Trip.Com Group LTD

Consumer Cyclical
-302
- 5.69%
$58.0 - $75.06 $17.5K - $22.7K
5K $343K
DRI
Darden Restaurants Inc

Consumer Cyclical
-1.45K
- 10.83%
$155.96 - $188.66 $227K - $274K
12K $2.23M
VXF
Vanguard Extended Market ETF

ETFs
-100
- 1.37%
$179.17 - $207.15 $17.9K - $20.7K
7.18K $1.36M
FLEX
Flex Ltd.

Technology
-152
- 1.62%
$32.52 - $41.3 $4.94K - $6.28K
9.22K $353K
COF
Capital One Financial Corp

Financial Services
-5.51K
- 15.41%
$145.19 - $192.01 $800K - $1.06M
30.3K $5.4M
SAIA
Saia Inc

Industrials
-1.22K
- 3.69%
$411.44 - $569.08 $502K - $694K
31.8K $14.5M
VIST
Vista Energy, S.A.B. De C.V.

Energy
-527
- 6.19%
$45.39 - $58.41 $23.9K - $30.8K
7.98K $431K
GRAB
Grab Holdings LTD

Technology
-6.47K
- 5.8%
$3.6 - $5.67 $23.3K - $36.7K
105K $495K
IGM
Ishares Expanded Tech Sector E

ETFs
-37
- 0.29%
$94.19 - $106.95 $3.49K - $3.96K
12.8K $1.31M
AXON
Axon Enterprise, Inc.

Industrials
-101
- 11.49%
$399.22 - $689.78 $40.3K - $69.7K
778 $462K
EXPE
Expedia Group, Inc.

Consumer Cyclical
-34
- 1.1%
$146.47 - $191.01 $4.98K - $6.49K
3.06K $569K
APH
Amphenol Corp

Technology
-105
- 0.32%
$62.07 - $75.35 $6.52K - $7.91K
32.9K $2.28M
MS
Morgan Stanley

Financial Services
-4.26K
- 13.47%
$104.42 - $134.99 $445K - $575K
27.4K $3.44M
CASY
Caseys General Stores Inc

Consumer Cyclical
-1.75K
- 4.15%
$366.65 - $427.88 $642K - $749K
40.4K $16M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-1.23K
- 1.12%
$120.76 - $140.58 $149K - $173K
108K $13.8M
EME
Emcor Group, Inc.

Industrials
-1.76K
- 3.9%
$427.96 - $526.95 $752K - $926K
43.3K $19.6M
VFH
Vanguard Financial ETF

ETFs
-593
- 1.23%
$108.87 - $126.2 $64.6K - $74.8K
47.5K $5.61M
FDS
Factset Research Systems Inc

Financial Services
-540
- 1.91%
$449.69 - $495.72 $243K - $268K
27.8K $13.3M
WSM
Williams Sonoma Inc

Consumer Cyclical
-2.16K
- 8.96%
$129.13 - $198.21 $278K - $427K
21.9K $4.06M
WST
West Pharmaceutical Services Inc

Healthcare
-1.89K
- 4.87%
$285.69 - $344.0 $541K - $651K
37K $12.1M
QLYS
Qualys, Inc.

Technology
-2.31K
- 2.55%
$119.24 - $159.23 $275K - $367K
88.3K $12.4M
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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