Congress Wealth Management LLC Sells in Q4 2024

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLV
Select Sector Spdr Fund Health

ETFs
-325K
- 48.74%
$136.28 - $154.74 $44.3M - $50.3M
342K $47M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.07M
- 34.21%
$44.03 - $46.65 $47.1M - $49.9M
2.06M $90.9M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-352K
- 36.63%
$46.96 - $51.46 $16.5M - $18.1M
609K $28.7M
ABBV
Abb Vie Inc.

Healthcare
-93.7K
- 48.99%
$164.99 - $203.87 $15.5M - $19.1M
97.5K $17.3M
ONTO
Onto Innovation Inc.

Technology
-86.8K
- 64.72%
$158.54 - $225.02 $13.8M - $19.5M
47.3K $7.88M
UNH
Unitedhealth Group Inc

Healthcare
-30.2K
- 58.31%
$485.52 - $625.25 $14.6M - $18.9M
21.6K $10.9M
XOM
Exxon Mobil Corp

Energy
-108K
- 32.08%
$105.51 - $125.37 $11.4M - $13.5M
229K $24.6M
FN
Fabrinet

Technology
-57K
- 93.96%
$214.76 - $271.08 $12.2M - $15.5M
3.67K $805K
POOL
Pool Corp

Industrials
-35K
- 81.73%
$339.32 - $390.03 $11.9M - $13.7M
7.83K $2.67M
META
Meta Platforms, Inc.

Communication Services
-26.1K
- 18.99%
$554.08 - $632.68 $14.4M - $16.5M
111K $65.6M
MSFT
Microsoft Corp

Technology
-22.2K
- 6.94%
$406.35 - $454.46 $9.03M - $10.1M
298K $126M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-69.7K
- 39.98%
$178.39 - $215.0 $12.4M - $15M
105K $20.2M
AFL
Aflac Inc

Financial Services
-87.8K
- 52.28%
$100.37 - $115.27 $8.81M - $10.1M
80.2K $8.29M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-21.7K
- 25.35%
$442.29 - $483.08 $9.59M - $10.5M
63.8K $28.9M
ALL
Allstate Corp

Financial Services
-53.1K
- 28.27%
$181.25 - $208.2 $9.62M - $11.1M
135K $26M
FIX
Comfort Systems Usa Inc

Industrials
-26.2K
- 55.72%
$370.68 - $504.12 $9.72M - $13.2M
20.8K $8.84M
NKE
Nike, Inc.

Consumer Cyclical
-106K
- 94.65%
$73.36 - $89.13 $7.81M - $9.49M
6.02K $455K
ICFI
Icf International, Inc.

Industrials
-52.3K
- 95.8%
$117.59 - $175.87 $6.14M - $9.19M
2.29K $272K
CVS
Cvs Health Corp

Healthcare
-85.6K
- 31.01%
$43.78 - $67.46 $3.75M - $5.77M
190K $8.55M
LOW
Lowes Companies Inc

Consumer Cyclical
-28.3K
- 38.08%
$244.52 - $284.07 $6.93M - $8.05M
46.1K $11.4M
UPS
United Parcel Service Inc

Industrials
-60.7K
- 85.13%
$122.65 - $138.35 $7.44M - $8.4M
10.6K $1.34M
OMC
Omnicom Group Inc.

Communication Services
-66.6K
- 49.5%
$85.82 - $105.47 $5.72M - $7.03M
68K $5.85M
AMAT
Applied Materials Inc

Technology
-27.3K
- 31.56%
$161.44 - $213.89 $4.4M - $5.83M
59.1K $9.61M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.89K
- 0.14%
$58.59 - $66.14 $111K - $125K
1.32M $77.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-17.7K
- 0.7%
$26.05 - $29.17 $462K - $517K
2.51M $65.6M
GOOG
Alphabet Inc.

Communication Services
-68.2K
- 28.42%
$163.08 - $198.16 $11.1M - $13.5M
172K $32.7M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-135K
- 4.38%
$27.8 - $29.05 $3.75M - $3.92M
2.95M $82.1M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-198K
- 28.81%
$16.36 - $22.16 $3.24M - $4.39M
490K $8.17M
ZTS
Zoetis Inc.

Healthcare
-22.1K
- 20.73%
$162.24 - $194.42 $3.59M - $4.3M
84.6K $13.8M
MPWR
Monolithic Power Systems Inc

Technology
-635
- 3.33%
$560.06 - $942.58 $356K - $599K
18.4K $10.9M
FDX
Fedex Corp

Industrials
-24.9K
- 50.31%
$260.5 - $305.15 $6.49M - $7.61M
24.6K $6.93M
AXP
American Express CO

Financial Services
-27.5K
- 39.48%
$267.35 - $305.57 $7.34M - $8.39M
42.1K $12.5M
ADI
Analog Devices Inc

Technology
-20K
- 16.73%
$206.35 - $236.48 $4.12M - $4.73M
99.5K $21.1M
NEE
Nextera Energy Inc

Utilities
-32.2K
- 10.27%
$69.77 - $85.43 $2.24M - $2.75M
281K $20.1M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-68.7K
- 23.01%
$42.57 - $61.09 $2.92M - $4.19M
230K $11M
LKQ
Lkq Corp

Consumer Cyclical
-140K
- 55.02%
$36.0 - $39.99 $5.05M - $5.61M
115K $4.21M
C
Citigroup Inc

Financial Services
-107K
- 52.48%
$61.31 - $72.5 $6.57M - $7.76M
97K $6.83M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6.7K
- 27.94%
$501.29 - $612.85 $3.36M - $4.11M
17.3K $8.99M
JNJ
Johnson & Johnson

Healthcare
-22.7K
- 15.71%
$143.34 - $165.86 $3.26M - $3.77M
122K $17.6M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-16.6K
- 52.84%
$344.56 - $435.0 $5.7M - $7.2M
14.8K $6.23M
GPC
Genuine Parts CO

Consumer Cyclical
-35K
- 53.75%
$113.11 - $143.63 $3.96M - $5.02M
30.1K $3.52M
MA
Mastercard Inc

Financial Services
-12.8K
- 36.01%
$491.3 - $536.15 $6.28M - $6.86M
22.7K $12M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-8.16K
- 23.14%
$396.64 - $516.74 $3.23M - $4.21M
27.1K $10.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-7.7K
- 1.34%
$75.1 - $82.99 $578K - $639K
565K $42.7M
CI
Cigna Corp

Healthcare
-10.7K
- 35.39%
$265.59 - $358.58 $2.85M - $3.85M
19.6K $5.41M
DAL
Delta Air Lines, Inc.

Industrials
-113K
- 50.98%
$47.46 - $65.77 $5.36M - $7.43M
109K $6.57M
GNRC
Generac Holdings Inc.

Industrials
-28K
- 56.95%
$154.28 - $195.11 $4.32M - $5.46M
21.2K $3.28M
DOW
Dow Inc.

Basic Materials
-39.3K
- 19.63%
$39.1 - $55.34 $1.54M - $2.18M
161K $6.46M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-17K
- 1.81%
$40.06 - $45.21 $682K - $770K
923K $37.5M
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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