Congress Wealth Management LLC Purchases in Q1 2025

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
968K
+ 122.07%
$209.68 - $247.1 $203M - $239M
1.76M $391M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
65.5K
+ 102.55%
$442.66 - $534.52 $29M - $35M
129K $68.9M
TPG
Tpg Inc.

Financial Services
775K
New
$46.15 - $69.77 $35.8M - $54.1M
775K $36.8M
VUG
Vanguard Growth ETF

ETFs
90.4K
+ 306.94%
$369.1 - $427.61 $33.4M - $38.7M
120K $44.4M
TPL
Texas Pacific Land Corp

Energy
24.1K
New
$1180.08 - $1431.01 $28.4M - $34.5M
24.1K $31.9M
MSFT
Microsoft Corp

Technology
114K
+ 38.26%
$375.39 - $447.2 $42.8M - $51M
412K $155M
XLV
Select Sector Spdr Fund Health

ETFs
155K
+ 45.3%
$137.61 - $149.68 $21.3M - $23.2M
496K $72.5M
JMBS
Janus Detroit Str Tr Henderson

ETFs
495K
+ 24.07%
$43.53 - $45.42 $21.6M - $22.5M
2.55M $115M
LLY
Eli Lilly & CO

Healthcare
21.1K
+ 43.36%
$725.72 - $929.72 $15.3M - $19.6M
69.7K $57.5M
XLP
Consumer Staples Sector Spdr

ETFs
252K
+ 68.16%
N/A
621K $47.2M
VTV
Vanguard Value ETF

ETFs
96K
+ 84.33%
$167.73 - $179.21 $16.1M - $17.2M
210K $36.3M
XOM
Exxon Mobil Corp

Energy
119K
+ 51.96%
$105.44 - $118.93 $12.5M - $14.1M
347K $41.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
203K
+ 4134.1%
$79.17 - $82.04 $16M - $16.6M
207K $17M
WMB
Williams Companies, Inc.

Energy
273K
+ 2100.15%
$54.02 - $61.09 $14.7M - $16.7M
286K $17.1M
V
Visa Inc.

Financial Services
28.9K
+ 18.5%
$306.92 - $362.71 $8.87M - $10.5M
185K $64.9M
UBER
Uber Technologies, Inc

Technology
204K
+ 704.72%
$63.17 - $81.49 $12.9M - $16.7M
233K $17M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
290K
+ 1259.49%
$50.39 - $50.66 $14.6M - $14.7M
313K $15.8M
CGXU
Capital Group Intl Focus Equit

ETFs
588K
New
$24.48 - $26.59 $14.4M - $15.6M
588K $14.4M
META
Meta Platforms, Inc.

Communication Services
27.1K
+ 24.39%
$576.36 - $736.67 $15.6M - $20M
138K $79.7M
CGDV
Capital Group Divid Value ETF

ETFs
372K
+ 6419.13%
$34.95 - $37.36 $13M - $13.9M
378K $13.5M
JPM
Jpmorgan Chase & CO

Financial Services
49.5K
+ 25.64%
$225.19 - $279.95 $11.2M - $13.9M
243K $59.5M
JNJ
Johnson & Johnson

Healthcare
56.8K
+ 46.62%
$142.06 - $167.7 $8.07M - $9.53M
179K $29.6M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
106K
New
$110.9 - $132.93 $11.7M - $14M
106K $12M
AVGO
Broadcom Inc.

Technology
119K
+ 93.21%
$167.43 - $244.7 $19.9M - $29.1M
246K $41.2M
CYBR
Cyber Ark Software Ltd.

Technology
34.2K
+ 188.97%
$312.8 - $414.31 $10.7M - $14.2M
52.2K $17.7M
LRN
Stride, Inc.

Consumer Defensive
76.3K
+ 89.51%
$106.34 - $142.28 $8.11M - $10.9M
161K $20.4M
FNDX
Schwab Fundamental U S Large C

ETFs
481K
New
$23.03 - $25.01 $11.1M - $12M
481K $11.4M
FNDF
Schwab Fundamental Intl Large

ETFs
305K
New
$32.9 - $37.45 $10M - $11.4M
305K $11M
MGK
Vanguard Mega Cap Growth ETF

ETFs
35K
New
$307.43 - $357.48 $10.8M - $12.5M
35K $10.8M
GWRE
Guidewire Software, Inc.

Technology
57K
New
$166.74 - $218.22 $9.5M - $12.4M
57K $10.7M
IWY
Ishares Tr Russell 200 Growth

ETFs
49.6K
New
$210.19 - $243.33 $10.4M - $12.1M
49.6K $10.5M
HLI
Houlihan Lokey, Inc.

Financial Services
63.8K
New
$154.43 - $187.4 $9.84M - $11.9M
63.8K $10.3M
AMZN
Amazon Com Inc

Consumer Cyclical
94K
+ 35.69%
$190.26 - $242.06 $17.9M - $22.8M
357K $68M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
60.5K
+ 3787.23%
$166.63 - $185.86 $10.1M - $11.2M
62.1K $10.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
180K
+ 3202.91%
$53.6 - $58.97 $9.66M - $10.6M
186K $10.2M
GRMN
Garmin LTD

Technology
45.2K
+ 1341.9%
$204.55 - $241.93 $9.25M - $10.9M
48.6K $10.6M
VHT
Vanguard Health Care ETF

ETFs
33.8K
+ 43.82%
$254.06 - $273.83 $8.58M - $9.25M
111K $29.3M
BBIO
Bridge Bio Pharma, Inc.

Healthcare
273K
New
$28.12 - $37.59 $7.66M - $10.2M
273K $9.42M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
4.05K
+ 28.38%
$1187.71 - $1432.58 $4.81M - $5.8M
18.3K $26.2M
VZ
Verizon Communications Inc

Communication Services
140K
+ 27.95%
$37.81 - $46.49 $5.3M - $6.52M
642K $29.1M
PG
Procter & Gamble CO

Consumer Defensive
47.6K
+ 46.33%
$158.56 - $176.26 $7.54M - $8.38M
150K $25.6M
VDE
Vanguard Energy ETF

ETFs
63.7K
+ 764.25%
$119.14 - $132.76 $7.59M - $8.46M
72.1K $9.35M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
95.1K
New
N/A
95.1K $8.16M
MO
Altria Group, Inc.

Consumer Defensive
127K
+ 495.08%
$50.81 - $60.02 $6.43M - $7.6M
152K $9.13M
PM
Philip Morris International Inc.

Consumer Defensive
45.8K
+ 385.75%
$117.15 - $158.79 $5.37M - $7.27M
57.7K $9.16M
CVX
Chevron Corp

Energy
27.6K
+ 20.73%
$146.71 - $167.97 $4.06M - $4.64M
161K $26.9M
COST
Costco Wholesale Corp

Consumer Defensive
6.24K
+ 11.05%
$890.62 - $1076.86 $5.56M - $6.72M
62.7K $59.3M
MA
Mastercard Inc

Financial Services
12.6K
+ 55.26%
$504.67 - $576.31 $6.34M - $7.24M
35.3K $19.3M
SAFT
Safety Insurance Group Inc

Financial Services
91.7K
New
$75.27 - $82.53 $6.9M - $7.57M
91.7K $7.23M
Activity Summary
Buys All Purchases 816 New Holdings 266 Increased Positions 550 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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