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
SCHW
Schwab Charles Corp

Financial Services
17.4K
+ 583.12%
$71.24 - $83.64 $1.24M - $1.45M
20.4K $1.59M
MCO
Moodys Corp

Financial Services
3.47K
+ 10.56%
$437.8 - $527.48 $1.52M - $1.83M
36.3K $16.9M
IYF
Ishares Tr

ETFs
11.9K
+ 385.99%
$107.69 - $119.37 $1.28M - $1.42M
15K $1.69M
RRC
Range Resources Corp

Energy
25.6K
+ 32.42%
$35.22 - $41.29 $902K - $1.06M
105K $4.18M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
25.5K
New
$42.3 - $53.69 $1.08M - $1.37M
25.5K $1.33M
MSGS
Madison Square Garden Sports Corp.

Communication Services
6.72K
New
$185.75 - $223.33 $1.25M - $1.5M
6.72K $1.31M
OLED
Universal Display Corp Pa

Technology
9.23K
New
$139.48 - $161.59 $1.29M - $1.49M
9.23K $1.29M
ED
Consolidated Edison Inc

Utilities
9.37K
+ 86.68%
$88.0 - $110.59 $825K - $1.04M
20.2K $2.23M
FISV
Fiserv Inc

Technology
10K
+ 270.56%
N/A
13.7K $1.72M
EFV
Msci Eafe Value ETF

ETFs
21.3K
New
$51.88 - $60.73 $1.1M - $1.29M
21.3K $1.25M
CRTO
Criteo S.A.

Communication Services
50.4K
+ 38.57%
$34.81 - $45.89 $1.75M - $2.31M
181K $6.41M
STZ
Constellation Brands, Inc.

Consumer Defensive
7.48K
+ 215.36%
$161.05 - $222.93 $1.2M - $1.67M
10.9K $2.01M
DVY
Ishares Tr

ETFs
6.13K
+ 4.43%
$128.58 - $138.1 $788K - $846K
144K $19.4M
MDU
Mdu Resources Group Inc

Industrials
72K
New
$16.45 - $18.61 $1.18M - $1.34M
72K $1.22M
PLTR
Palantir Technologies Inc.

Technology
13.5K
+ 157.8%
$64.98 - $124.62 $878K - $1.68M
22.1K $1.86M
CMCSA
Comcast Corp

Communication Services
34.6K
+ 34.81%
$33.19 - $38.23 $1.15M - $1.32M
134K $4.95M
DFIS
Dimensional ETF Tr Dimensional

ETFs
46.5K
New
$23.92 - $26.89 $1.11M - $1.25M
46.5K $1.2M
EFG
Msci Eafe Growth ETF

ETFs
12K
New
$96.1 - $106.37 $1.15M - $1.28M
12K $1.2M
TMUS
T Mobile Us, Inc.

Communication Services
2.89K
+ 31.94%
$211.3 - $272.83 $611K - $789K
11.9K $3.19M
QCOM
Qualcomm Inc

Technology
7.7K
+ 23.23%
$151.94 - $175.86 $1.17M - $1.35M
40.9K $6.28M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.68K
+ 42.38%
$208.48 - $244.03 $768K - $899K
12.4K $3.02M
CTRA
Coterra Energy Inc.

Energy
35.7K
+ 84.78%
$25.51 - $29.83 $910K - $1.06M
77.7K $2.25M
HD
Home Depot, Inc.

Consumer Cyclical
9.71K
+ 9.14%
$347.25 - $424.87 $3.37M - $4.13M
116K $42.5M
CEG
Constellation Energy Corp

Utilities
6.01K
+ 319.85%
$201.63 - $347.44 $1.21M - $2.09M
7.89K $1.59M
NEE
Nextera Energy Inc

Utilities
19.5K
+ 6.95%
$66.96 - $76.16 $1.31M - $1.49M
300K $21.3M
PODD
Insulet Corp

Healthcare
4.34K
+ 30.8%
$237.06 - $288.29 $1.03M - $1.25M
18.4K $4.84M
CGUS
Capital Group Core Equity ETF
34.7K
New
$33.08 - $36.62 $1.15M - $1.27M
34.7K $1.16M
BAC
Bank Of America Corp

Financial Services
33.3K
+ 31.17%
$39.61 - $47.74 $1.32M - $1.59M
140K $5.84M
ADSK
Autodesk, Inc.

Technology
4.68K
+ 63.46%
N/A
12K $2.96M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
23.5K
New
$48.06 - $53.73 $1.13M - $1.26M
23.5K $1.15M
SUN
Sunoco LP

Energy
19.6K
New
$51.29 - $59.25 $1.01M - $1.16M
19.6K $1.14M
KLAC
Kla Corp

Technology
1.67K
New
$636.62 - $777.63 $1.06M - $1.3M
1.67K $1.14M
SPYG
Spdr Portfolio

ETFs
14.1K
New
$80.05 - $92.39 $1.13M - $1.3M
14.1K $1.13M
CYTK
Cytokinetics Inc

Healthcare
28K
New
$40.19 - $51.12 $1.13M - $1.43M
28K $1.13M
SBAC
Sba Communications Corp

Real Estate
5.07K
New
$192.76 - $224.91 $977K - $1.14M
5.07K $1.12M
AZEK
Azek CO Inc.

Industrials
19.8K
+ 20.8%
$39.61 - $52.0 $785K - $1.03M
115K $5.63M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
56.3K
New
$19.43 - $19.62 $1.09M - $1.1M
56.3K $1.1M
MKC
Mccormick & CO Inc

Consumer Defensive
13.4K
New
$71.24 - $84.73 $954K - $1.14M
13.4K $1.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.9K
New
$91.45 - $91.75 $1.09M - $1.09M
11.9K $1.09M
CLBK
Columbia Financial, Inc.

Financial Services
72.1K
New
$14.76 - $16.27 $1.06M - $1.17M
72.1K $1.08M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.7K
+ 3.11%
$42.5 - $46.71 $541K - $594K
422K $19.1M
IVE
Ishares S&P 500 Value ETF

ETFs
5.54K
New
$185.78 - $198.58 $1.03M - $1.1M
5.54K $1.06M
QTEC
First Trust Nasdaq 100 Technol

ETFs
6.09K
New
$173.56 - $210.67 $1.06M - $1.28M
6.09K $1.06M
FNDA
Schwab Fundamental U S Small C

ETFs
38.5K
New
$26.87 - $30.99 $1.03M - $1.19M
38.5K $1.05M
D
Dominion Energy, Inc

Utilities
11.3K
+ 5.93%
$52.85 - $57.43 $595K - $647K
201K $11.3M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
51.4K
New
$20.05 - $20.4 $1.03M - $1.05M
51.4K $1.05M
AXP
American Express CO

Financial Services
8.22K
+ 19.52%
$255.39 - $325.87 $2.1M - $2.68M
50.3K $13.5M
NDAQ
Nasdaq, Inc.

Financial Services
13.7K
+ 183.91%
$72.17 - $83.76 $991K - $1.15M
21.2K $1.61M
VV
Vanguard Large Cap ETF

ETFs
4.01K
+ 453.28%
$253.32 - $282.66 $1.02M - $1.13M
4.89K $1.26M
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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