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
TSCO
Tractor Supply CO

Consumer Cyclical
20.9K
+ 5.07%
$51.66 - $57.94 $1.08M - $1.21M
433K $23.9M
EPD
Enterprise Products Partners L.P.

Energy
20.6K
+ 4.45%
$31.75 - $34.14 $654K - $703K
483K $16.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 10.0%
$663000.0 - $801950.0 $663K - $802K
11 $8.78M
SBUX
Starbucks Corp

Consumer Cyclical
18.8K
+ 109.4%
$91.75 - $115.81 $1.73M - $2.18M
36.1K $3.54M
IWR
Ishares Russell Mid Cap ETF

ETFs
23.4K
+ 237.39%
$82.81 - $92.93 $1.94M - $2.17M
33.2K $2.83M
HE
Hawaiian Electric Industries Inc

Utilities
179K
New
$8.18 - $11.46 $1.46M - $2.05M
179K $1.96M
VO
Vanguard Mid Cap ETF

ETFs
7.69K
+ 116.89%
$251.87 - $277.95 $1.94M - $2.14M
14.3K $3.69M
XLG
Invesco Exchange Traded Fd Tr

ETFs
41.2K
New
$45.72 - $51.73 $1.89M - $2.13M
41.2K $1.9M
PEP
Pepsico Inc

Consumer Defensive
12.8K
+ 50.96%
$142.64 - $156.42 $1.83M - $2M
37.9K $5.69M
AMT
American Tower Corp

Real Estate
7.21K
+ 82.6%
$173.46 - $217.6 $1.25M - $1.57M
15.9K $3.47M
CBOE
Cboe Global Markets, Inc.

Financial Services
7.82K
New
$190.84 - $226.29 $1.49M - $1.77M
7.82K $1.77M
FNDE
Schwab Fundamental Emerging Mk

ETFs
57.1K
New
$28.11 - $32.0 $1.61M - $1.83M
57.1K $1.76M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
10K
+ 91.64%
$192.82 - $222.1 $1.93M - $2.23M
21K $4.05M
FLCH
Franklin Templeton ETF Tr

ETFs
34.3K
+ 10.1%
$17.31 - $22.91 $594K - $786K
374K $7.99M
BKR
Baker Hughes CO

Energy
17K
+ 5.06%
$41.16 - $48.85 $700K - $831K
354K $15.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
70.8K
+ 27.36%
$18.36 - $20.51 $1.3M - $1.45M
329K $6.52M
XLRE
Select Sector Spdr Tr Real Est

ETFs
15.3K
+ 1.66%
$39.18 - $43.52 $599K - $665K
938K $39.3M
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.98K
+ 578.94%
$168.16 - $186.21 $1.68M - $1.86M
11.7K $2M
SCHG
Schwab Strategic Tr Us Large C

ETFs
82.2K
+ 61.51%
$24.91 - $29.02 $2.05M - $2.39M
216K $5.4M
MUB
Ishares National Muni Bond ETF

ETFs
16K
+ 55.93%
$104.71 - $107.69 $1.67M - $1.72M
44.5K $4.69M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
31.5K
New
$51.45 - $58.51 $1.62M - $1.85M
31.5K $1.63M
ABT
Abbott Laboratories

Healthcare
4.95K
+ 9.92%
$111.1 - $140.22 $549K - $693K
54.8K $7.27M
YUM
Yum Brands Inc

Consumer Cyclical
9.86K
+ 291.03%
$123.25 - $162.53 $1.22M - $1.6M
13.2K $2.08M
UITB
Usaa ETF Tr Core Intermediate

ETFs
34.6K
New
$45.41 - $47.18 $1.57M - $1.63M
34.6K $1.62M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
20K
+ 40.26%
$73.78 - $76.59 $1.47M - $1.53M
69.5K $5.32M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
33.4K
New
$47.59 - $48.35 $1.59M - $1.61M
33.4K $1.61M
IXC
Ishares Tr Global Energy ETF

ETFs
37.6K
New
$38.48 - $42.16 $1.45M - $1.58M
37.6K $1.58M
CL
Colgate Palmolive CO

Consumer Defensive
12.1K
+ 7.6%
$85.68 - $97.5 $1.04M - $1.18M
171K $16M
BNDX
Vanguard Total International B

ETFs
32.1K
+ 160.65%
$48.33 - $49.5 $1.55M - $1.59M
52.2K $2.55M
FPX
First Trust Us Equity Opportun

ETFs
19.5K
+ 24.64%
$106.21 - $143.53 $2.07M - $2.8M
98.6K $11M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.42K
+ 9.2%
$507.05 - $563.67 $3.26M - $3.62M
76.2K $39.2M
APP
App Lovin Corp

Technology
5.84K
New
$238.08 - $510.13 $1.39M - $2.98M
5.84K $1.55M
CI
Cigna Corp

Healthcare
1.54K
+ 7.87%
$274.49 - $329.0 $424K - $508K
21.1K $6.96M
WFC
Wells Fargo & Company

Financial Services
21.2K
+ 284.51%
$66.78 - $81.42 $1.42M - $1.73M
28.7K $2.06M
WHR
Whirlpool Corp

Consumer Cyclical
19.2K
+ 231.14%
$88.58 - $133.14 $1.7M - $2.55M
27.5K $2.48M
CTVA
Corteva, Inc.

Basic Materials
13.8K
+ 12.63%
$55.94 - $66.15 $772K - $913K
123K $7.74M
MKTX
Marketaxess Holdings Inc

Financial Services
8.33K
+ 27.8%
$189.81 - $226.47 $1.58M - $1.89M
38.3K $8.29M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
91.4K
+ 29.86%
$47.79 - $59.89 $4.37M - $5.48M
398K $20M
VB
Vanguard Small Cap ETF

ETFs
7.85K
+ 58.05%
$217.89 - $252.64 $1.71M - $1.98M
21.4K $4.74M
CVLT
Commvault Systems Inc

Technology
5.39K
+ 6.06%
$146.82 - $187.9 $791K - $1.01M
94.3K $14.9M
CDAY
Ceridian Hcm Holding Inc.

Technology
22.4K
New
N/A
22.4K $1.45M
HEFA
Ishares Currency Hedged Msci E

ETFs
39.6K
New
$34.83 - $37.52 $1.38M - $1.48M
39.6K $1.44M
ZWS
Zurn Water Solutions Corp

Industrials
42.9K
New
$32.38 - $39.44 $1.39M - $1.69M
42.9K $1.42M
NVS
Novartis Ag

Healthcare
7.3K
+ 17.37%
$97.14 - $115.57 $709K - $844K
49.3K $5.5M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
26.6K
+ 130.14%
$51.52 - $52.37 $1.37M - $1.39M
47K $2.46M
SO
Southern CO

Utilities
13.4K
+ 76.37%
$80.96 - $92.96 $1.09M - $1.25M
31K $2.85M
MLPX
Global X Mlp & Energy Infrastr

ETFs
21.6K
+ 299.47%
$59.6 - $67.2 $1.29M - $1.45M
28.8K $1.84M
INTC
Intel Corp

Technology
20.5K
+ 5.85%
$19.1 - $27.39 $392K - $562K
371K $8.43M
IDXX
Idexx Laboratories Inc

Healthcare
3.26K
+ 303.54%
$406.29 - $469.04 $1.32M - $1.53M
4.33K $1.82M
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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