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
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.59K
+ 7.76%
$81.1 - $94.7 $129K - $150K
22K $1.79M
GOOGL
Alphabet Inc.

Communication Services
65.5K
+ 22.27%
$154.33 - $206.19 $10.1M - $13.5M
360K $55.6M
IWV
Ishares Russell 3000 ETF

ETFs
2
+ 0.05%
$313.1 - $349.83 $626 - $700
4.09K $1.3M
H
Hyatt Hotels Corp

Consumer Cyclical
69
+ 3.14%
$120.83 - $166.34 $8.34K - $11.5K
2.27K $277K
LSTR
Landstar System Inc

Industrials
1
+ 0.03%
$146.63 - $177.82 $147 - $178
3.26K $489K
ASIX
Advan Six Inc.

Basic Materials
303
+ 2.22%
$22.57 - $32.31 $6.84K - $9.79K
14K $316K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
39.6K
+ 10.01%
$102.49 - $119.96 $4.06M - $4.75M
435K $45.5M
LEG
Leggett & Platt Inc

Consumer Cyclical
750
+ 1.54%
$7.91 - $11.06 $5.93K - $8.3K
49.5K $391K
AME
Ametek Inc

Industrials
105
+ 0.85%
$170.39 - $190.43 $17.9K - $20K
12.5K $2.15M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
1.41K
+ 5.02%
$7.89 - $12.48 $11.1K - $17.5K
29.4K $262K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
7.47K
+ 6.17%
$30.46 - $36.6 $227K - $273K
128K $3.91M
QQQ
Invesco Qqq Trust, Series 1

ETFs
6.29K
+ 8.73%
$468.34 - $539.52 $2.95M - $3.39M
78.3K $36.7M
HMC
Honda Motor CO LTD

Consumer Cyclical
126
+ 0.16%
$26.9 - $30.41 $3.39K - $3.83K
77K $2.09M
APOG
Apogee Enterprises, Inc.

Industrials
215
+ 4.46%
$46.23 - $71.9 $9.94K - $15.5K
5.04K $233K
OMC
Omnicom Group Inc.

Communication Services
1.18K
+ 1.73%
$79.43 - $88.34 $93.6K - $104K
69.1K $5.73M
MCHP
Microchip Technology Inc

Technology
520
+ 3.26%
$48.41 - $64.3 $25.2K - $33.4K
16.5K $797K
ITT
Itt Inc.

Industrials
41
+ 0.43%
$128.71 - $153.88 $5.28K - $6.31K
9.58K $1.24M
FDIS
Fidelity Covington Tr Msci Con

ETFs
288
+ 2.37%
$82.77 - $101.84 $23.8K - $29.3K
12.4K $1.05M
FITB
Fifth Third Bancorp

Financial Services
1.08K
+ 1.85%
$37.48 - $44.96 $40.4K - $48.4K
59.4K $2.33M
MLR
Miller Industries Inc

Consumer Cyclical
380
+ 5.7%
$42.37 - $69.18 $16.1K - $26.3K
7.05K $298K
LCII
Lci Industries

Consumer Cyclical
101
+ 1.06%
$87.4 - $110.52 $8.83K - $11.2K
9.59K $838K
JEF
Jefferies Financial Group Inc.

Financial Services
504
+ 6.43%
$52.22 - $81.31 $26.3K - $41K
8.35K $447K
PJT
Pjt Partners Inc.

Financial Services
8.3K
+ 12.47%
$135.97 - $177.59 $1.13M - $1.47M
74.9K $10.3M
DY
Dycom Industries Inc

Industrials
91
+ 0.98%
$136.75 - $200.56 $12.4K - $18.3K
9.34K $1.42M
FDX
Fedex Corp

Industrials
2.92K
+ 11.87%
$230.33 - $281.53 $673K - $823K
27.5K $6.72M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6.49K
+ 0.96%
$169.43 - $182.84 $1.1M - $1.19M
680K $118M
LEN
Lennar Corp

Consumer Cyclical
1.01K
+ 6.29%
$113.93 - $141.54 $115K - $142K
17K $1.95M
NVMI
Nova Ltd.

Technology
1.25K
+ 3.38%
$184.33 - $273.65 $231K - $342K
38.2K $7.05M
BMI
Badger Meter Inc

Technology
5.54K
+ 9.1%
$189.49 - $221.51 $1.05M - $1.23M
66.4K $12.6M
MHO
M/I Homes, Inc.

Consumer Cyclical
171
+ 1.07%
$113.46 - $138.33 $19.4K - $23.7K
16.1K $1.84M
AMD
Advanced Micro Devices Inc

Technology
725
+ 3.69%
$96.63 - $129.55 $70.1K - $93.9K
20.3K $2.09M
SCHA
Schwab Strategic Tr Us Small C

ETFs
11K
+ 3.74%
$23.16 - $27.04 $256K - $298K
306K $7.17M
PRIM
Primoris Services Corp

Industrials
16.1K
+ 22.09%
$57.27 - $89.03 $924K - $1.44M
89.2K $5.12M
NPO
Enpro Industries, Inc

Industrials
1K
+ 1.71%
$161.21 - $207.46 $161K - $207K
59.6K $9.65M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
1.88K
+ 1.41%
$40.67 - $48.92 $76.6K - $92.2K
135K $5.5M
ABCB
Ameris Bancorp

Financial Services
1.62K
+ 1.29%
$55.56 - $68.47 $89.7K - $111K
127K $7.31M
SM
Sm Energy CO

Energy
16.2K
+ 13.89%
$27.15 - $44.69 $440K - $724K
133K $3.98M
SHOP
Shopify Inc.

Technology
7.17K
+ 5.67%
$90.59 - $129.31 $649K - $927K
134K $12.8M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
224
+ 0.93%
$165.25 - $224.62 $37K - $50.3K
24.3K $4.04M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
2.55K
+ 1.64%
$31.92 - $38.83 $81.3K - $98.9K
157K $5.21M
OII
Oceaneering International Inc

Energy
5.46K
+ 2.67%
$19.14 - $27.93 $105K - $153K
210K $4.59M
ORCL
Oracle Corp

Technology
19.7K
+ 15.0%
$139.81 - $186.47 $2.75M - $3.67M
151K $21.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.99K
+ 2.76%
$551.42 - $612.93 $1.1M - $1.22M
74.2K $41.5M
CNS
Cohen & Steers, Inc.

Financial Services
1.67K
+ 1.94%
$75.52 - $92.6 $126K - $155K
87.7K $7.04M
ITGR
Integer Holdings Corp

Healthcare
1.74K
+ 2.2%
$115.16 - $144.36 $200K - $251K
80.8K $9.54M
PH
Parker Hannifin Corp

Industrials
547
+ 1.19%
$591.65 - $707.05 $324K - $387K
46.4K $28.2M
UFPT
Ufp Technologies Inc

Healthcare
3.73K
+ 9.2%
$198.85 - $285.04 $742K - $1.06M
44.3K $8.93M
ONTO
Onto Innovation Inc.

Technology
8.5K
+ 17.97%
$121.34 - $224.5 $1.03M - $1.91M
55.8K $6.77M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3K
+ 2.86%
$168.84 - $202.89 $506K - $608K
108K $18.9M
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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