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
PM
Philip Morris International Inc.

Consumer Defensive
4.75K
+ 8.24%
$149.23 - $184.95 $709K - $879K
62.4K $11.4M
VOX
Vanguard Communication Service

ETFs
10.7K
+ 71.9%
$133.12 - $171.03 $1.43M - $1.84M
25.7K $4.39M
VPU
Vanguard Utilities ETF

ETFs
11K
+ 26.28%
$158.36 - $178.82 $1.74M - $1.96M
52.7K $9.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6.03K
+ 161.05%
$272.36 - $339.57 $1.64M - $2.05M
9.77K $3.32M
BRBR
Bellring Brands, Inc.

Consumer Defensive
36.3K
New
$57.26 - $78.92 $2.08M - $2.87M
36.3K $2.1M
PYPL
Pay Pal Holdings, Inc.

Financial Services
23.9K
+ 66.86%
$57.41 - $74.81 $1.37M - $1.79M
59.8K $4.44M
XOM
Exxon Mobil Corp

Energy
54.9K
+ 15.8%
$99.93 - $119.04 $5.49M - $6.53M
402K $43.4M
PRIM
Primoris Services Corp

Industrials
2.47K
+ 2.77%
$52.66 - $80.05 $130K - $198K
91.6K $7.14M
CAH
Cardinal Health Inc

Healthcare
10.6K
+ 130.58%
$125.0 - $168.0 $1.32M - $1.77M
18.7K $3.13M
VZ
Verizon Communications Inc

Communication Services
76.7K
+ 11.95%
$41.67 - $45.62 $3.2M - $3.5M
719K $31.1M
PLTR
Palantir Technologies Inc.

Technology
5.8K
+ 26.27%
$74.01 - $144.25 $429K - $837K
27.9K $3.8M
AME
Ametek Inc

Industrials
10.1K
+ 80.67%
$151.41 - $182.75 $1.53M - $1.84M
22.6K $4.09M
VIG
Vanguard Dividend Appreciation

ETFs
10.6K
+ 3.15%
N/A
346K $63M
TGT
Target Corp

Consumer Defensive
19.4K
+ 236.15%
$88.76 - $105.77 $1.73M - $2.06M
27.7K $2.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.75K
+ 7.18%
$141.37 - $228.57 $247K - $400K
26.1K $5.91M
FLGB
Franklin Templeton ETF Tr

ETFs
4.81K
+ 0.55%
$25.34 - $31.3 $122K - $150K
872K $26.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.72K
+ 21.68%
$82.96 - $110.1 $806K - $1.07M
54.5K $6.01M
MDT
Medtronic PLC

Healthcare
22.9K
+ 39.88%
$80.68 - $88.86 $1.84M - $2.03M
80.2K $6.99M
D
Dominion Energy, Inc

Utilities
30.6K
+ 15.22%
$49.66 - $58.0 $1.52M - $1.78M
232K $13.1M
ASTS
Ast Space Mobile, Inc.

Communication Services
38.6K
New
$20.07 - $51.83 $774K - $2M
38.6K $1.8M
APP
App Lovin Corp

Technology
3.72K
+ 63.66%
$219.37 - $417.89 $816K - $1.55M
9.56K $3.35M
SYK
Stryker Corp

Healthcare
799
+ 1.31%
$337.37 - $395.63 $270K - $316K
61.9K $24.5M
CTVA
Corteva, Inc.

Basic Materials
4.25K
+ 3.46%
$55.52 - $74.53 $236K - $317K
127K $9.49M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
978
+ 0.93%
$101.93 - $128.63 $99.7K - $126K
107K $13.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.32K
+ 20.18%
$468.22 - $566.51 $1.08M - $1.31M
13.8K $7.81M
PGR
Progressive Corp

Financial Services
6.98K
+ 63.71%
$255.27 - $288.74 $1.78M - $2.02M
17.9K $4.79M
TRV
Travelers Companies, Inc.

Financial Services
6.1K
+ 51.45%
$233.83 - $276.34 $1.43M - $1.69M
18K $4.81M
HON
Honeywell International Inc

Industrials
3.73K
+ 10.19%
$182.86 - $232.88 $682K - $869K
40.4K $9.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
32.1K
+ 10.27%
$50.36 - $50.68 $1.62M - $1.63M
345K $17.5M
OSK
Oshkosh Corp

Industrials
13K
+ 216.44%
$79.17 - $113.62 $1.03M - $1.47M
19K $2.15M
EXLS
Exl Service Holdings, Inc.

Technology
36.2K
New
$41.85 - $48.48 $1.52M - $1.76M
36.2K $1.59M
MCO
Moodys Corp

Financial Services
457
+ 1.26%
$396.7 - $501.59 $181K - $229K
36.8K $18.4M
DVN
Devon Energy Corp

Energy
58.2K
+ 101.74%
$26.8 - $37.92 $1.56M - $2.21M
115K $3.67M
INTU
Intuit Inc

Technology
1.01K
+ 24.73%
$544.07 - $787.63 $550K - $796K
5.1K $4.02M
MS
Morgan Stanley

Financial Services
5.61K
+ 19.0%
$99.83 - $140.86 $560K - $790K
35.1K $4.95M
CEG
Constellation Energy Corp

Utilities
1.65K
+ 20.94%
$170.96 - $322.76 $282K - $533K
9.54K $3.08M
MHO
M/I Homes, Inc.

Consumer Cyclical
13.6K
+ 84.11%
$103.9 - $115.72 $1.41M - $1.57M
29.7K $3.33M
IWM
Ishares Russell 2000 ETF

ETFs
4.56K
+ 14.76%
$174.82 - $215.79 $797K - $984K
35.5K $7.65M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
18K
New
$65.04 - $82.18 $1.17M - $1.48M
18K $1.48M
MBB
Ishares Tr

ETFs
15.5K
+ 29.55%
$91.41 - $94.22 $1.42M - $1.46M
67.9K $6.38M
DUOL
Duolingo, Inc.

Technology
947
+ 8.91%
$292.88 - $540.68 $277K - $512K
11.6K $4.74M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.04K
+ 60.12%
$152.42 - $182.82 $1.07M - $1.29M
18.7K $3.43M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.04K
+ 14.48%
$171.4 - $227.1 $521K - $690K
24K $5.46M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
21K
+ 2.41%
$49.57 - $50.27 $1.04M - $1.05M
891K $44.8M
VMI
Valmont Industries Inc

Industrials
2.43K
+ 17.26%
$263.86 - $333.86 $640K - $810K
16.5K $5.38M
VFH
Vanguard Financial ETF

ETFs
8.75K
+ 27.05%
$104.87 - $127.3 $918K - $1.11M
41.1K $5.23M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
39.1K
+ 3.42%
$28.18 - $29.22 $1.1M - $1.14M
1.18M $34.5M
HOOD
Robinhood Markets, Inc.

Technology
14.4K
New
$34.17 - $93.63 $491K - $1.35M
14.4K $1.35M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
22.1K
New
$49.48 - $61.22 $1.09M - $1.35M
22.1K $1.35M
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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