Congress Wealth Management LLC Purchases in Q2 2025

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
1.23M
+ 1845.87%
$243.75 - $303.93 $301M - $375M
1.3M $396M
MSFT
Microsoft Corp

Technology
78.7K
+ 19.11%
$354.56 - $497.45 $27.9M - $39.2M
491K $244M
NVDA
Nvidia Corp

Technology
157K
+ 14.07%
$94.31 - $157.99 $14.8M - $24.9M
1.28M $202M
BND
Vanguard Bd Index Fd Inc Total

ETFs
942K
+ 2237.26%
$72.02 - $73.82 $67.8M - $69.5M
984K $72.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
114K
+ 149.78%
$456.74 - $568.03 $52.1M - $64.8M
190K $108M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
869K
+ 1747.98%
$77.74 - $78.78 $67.5M - $68.4M
918K $72.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
766K
+ 1100.11%
$55.54 - $69.09 $42.6M - $53M
836K $57.8M
META
Meta Platforms, Inc.

Communication Services
38.4K
+ 27.78%
$484.66 - $738.09 $18.6M - $28.4M
177K $130M
XLU
Utilities Sector Spdr

ETFs
530K
+ 5207.25%
$73.09 - $82.77 $38.8M - $43.9M
540K $44.1M
AVGO
Broadcom Inc.

Technology
59.8K
+ 24.28%
$146.29 - $275.65 $8.74M - $16.5M
306K $84.3M
XLG
Invesco Exchange Traded Fd Tr

ETFs
679K
+ 1645.51%
$40.94 - $52.1 $27.8M - $35.4M
720K $37.5M
BWZ
Spdr Bloomberg Short Term Inte

ETFs
1.09M
New
$26.27 - $28.07 $28.7M - $30.7M
1.09M $30.7M
VNQ
Vanguard Specialized Funds Van

ETFs
320K
+ 559.2%
$79.79 - $91.42 $25.6M - $29.3M
378K $33.6M
WELL
Welltower Inc.

Real Estate
151K
+ 7318.46%
$136.49 - $155.22 $20.6M - $23.4M
153K $23.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
56.8K
+ 43.94%
$483.48 - $539.8 $27.5M - $30.7M
186K $90.4M
GOOG
Alphabet Inc.

Communication Services
86.4K
+ 34.63%
$146.58 - $180.01 $12.7M - $15.6M
336K $59.6M
FTGC
First Trust Global Tactical CO

ETFs
808K
New
$23.09 - $25.91 $18.6M - $20.9M
808K $19.9M
GOOGL
Alphabet Inc.

Communication Services
65.4K
+ 18.19%
$144.7 - $178.6 $9.47M - $11.7M
425K $74.9M
IWY
Ishares Tr Russell 200 Growth

ETFs
70.5K
+ 142.17%
$187.5 - $246.51 $13.2M - $17.4M
120K $29.6M
MA
Mastercard Inc

Financial Services
31.2K
+ 88.37%
$479.92 - $590.74 $15M - $18.4M
66.5K $37.3M
AXP
American Express CO

Financial Services
48.2K
+ 95.74%
$231.39 - $318.98 $11.1M - $15.4M
98.5K $31.4M
VLUE
Ishares Msci Usa Value Factor

ETFs
156K
New
$93.5 - $113.21 $14.6M - $17.7M
156K $17.7M
V
Visa Inc.

Financial Services
46.5K
+ 25.11%
$308.27 - $373.31 $14.3M - $17.3M
232K $82.2M
JPM
Jpmorgan Chase & CO

Financial Services
21K
+ 8.63%
$210.28 - $289.91 $4.41M - $6.08M
264K $76.5M
PAVE
Global X Fds Us Infrastructure

ETFs
227K
+ 19.37%
$33.78 - $43.68 $7.68M - $9.93M
1.4M $61.1M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
129K
New
$114.16 - $129.6 $14.7M - $16.7M
129K $16.6M
ORCL
Oracle Corp

Technology
18.6K
+ 12.37%
$122.82 - $218.63 $2.29M - $4.08M
169K $37M
PNC
Pnc Financial Services Group, Inc.

Financial Services
77.8K
+ 72.26%
$149.76 - $186.42 $11.7M - $14.5M
185K $34.6M
VEU
Vanguard Ftse All World Ex Us

ETFs
226K
+ 332.13%
$54.19 - $67.22 $12.2M - $15.2M
294K $19.7M
MSI
Motorola Solutions, Inc.

Technology
36.3K
+ 741.27%
$394.72 - $440.39 $14.3M - $16M
41.2K $17.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
16.4K
+ 22.08%
$496.48 - $617.85 $8.13M - $10.1M
90.5K $55.9M
XLC
Select Sector Spdr Tr Communic

ETFs
17.6K
+ 1.76%
$86.13 - $108.53 $1.52M - $1.91M
1.02M $111M
CR
Crane Holdings, Co.

Industrials
50.6K
+ 44.47%
$132.79 - $189.89 $6.72M - $9.61M
164K $31.2M
VUG
Vanguard Growth ETF

ETFs
12.4K
+ 10.38%
$329.49 - $438.4 $4.1M - $5.45M
132K $58M
EHC
Encompass Health Corp

Healthcare
110K
New
$96.12 - $122.63 $10.5M - $13.4M
110K $13.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
168K
+ 20.97%
$51.16 - $62.02 $8.6M - $10.4M
969K $60.1M
GPI
Group 1 Automotive Inc

Consumer Cyclical
28.3K
+ 193.29%
$372.3 - $448.86 $10.6M - $12.7M
43K $18.8M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
368K
New
$29.8 - $35.39 $11M - $13M
368K $13M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
514K
New
$25.04 - $25.18 $12.9M - $12.9M
514K $12.9M
NFLX
Netflix Inc

Communication Services
2.05K
+ 8.37%
$855.86 - $1339.13 $1.76M - $2.75M
26.6K $35.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
113K
+ 519.08%
$107.93 - $110.97 $12.2M - $12.6M
135K $14.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
36.4K
+ 5.35%
$152.93 - $181.74 $5.56M - $6.61M
716K $130M
RDVY
First Trust Rising Dividend Ac

ETFs
197K
New
$51.6 - $62.74 $10.1M - $12.3M
197K $12.3M
VTV
Vanguard Value ETF

ETFs
64.6K
+ 30.76%
$153.67 - $176.74 $9.92M - $11.4M
275K $48.5M
AVEM
American Centy ETF Tr Avantis

ETFs
15.7K
+ 1.2%
$53.08 - $68.54 $832K - $1.07M
1.32M $90.4M
VGT
Vanguard Information Technolog

ETFs
9.25K
+ 22.62%
$470.37 - $663.28 $4.35M - $6.13M
50.1K $33.3M
ETN
Eaton Corp PLC

Industrials
302
+ 0.24%
$246.52 - $356.99 $74.4K - $108K
128K $45.7M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
136K
+ 86.72%
$77.94 - $79.5 $10.6M - $10.8M
293K $23.3M
STRL
Sterling Construction CO Inc

Industrials
560
+ 0.61%
$104.96 - $231.51 $58.8K - $130K
92.2K $21.3M
Activity Summary
Buys All Purchases 862 New Holdings 161 Increased Positions 701 Sells All Sells 269 Reductions 269 Sold out 0 Options Calls 0 Puts 0
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