Congress Wealth Management LLC Incresed Positions in Q2 2025

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AER
Aer Cap Holdings N.V.

Industrials
305
+ 11.24%
$88.97 - $117.24 $27.1K - $35.8K
3.02K $353K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.97K
+ 16.57%
$24.21 - $29.47 $47.6K - $58K
13.8K $407K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
1.29K
+ 28.04%
$51.1 - $53.29 $65.9K - $68.7K
5.89K $313K
IYY
Ishares Tr

ETFs
1
+ 0.02%
$120.9 - $150.87 $121 - $151
4.85K $731K
PFGC
Performance Food Group CO

Consumer Defensive
54
+ 0.72%
$71.62 - $89.56 $3.87K - $4.84K
7.56K $660K
RGEN
Repligen Corp

Healthcare
1.03K
+ 4.96%
$108.89 - $145.23 $112K - $150K
21.8K $2.72M
VLO
Valero Energy Corp

Energy
445
+ 16.28%
$104.69 - $141.77 $46.6K - $63.1K
3.18K $427K
DISV
Dimensional ETF Tr Dimensional

ETFs
909
+ 9.44%
$25.93 - $32.91 $23.6K - $29.9K
10.5K $346K
IJK
Ishares S&P Midcap 400 Growth

ETFs
101
+ 1.4%
$73.7 - $90.98 $7.44K - $9.19K
7.3K $664K
GM
General Motors CO

Consumer Cyclical
938
+ 11.04%
$42.48 - $50.46 $39.8K - $47.3K
9.44K $464K
SLG
Sl Green Realty Corp

Real Estate
5
+ 0.03%
$47.9 - $65.94 $240 - $330
15.4K $956K
IYT
Ishares Tr U.S. Transportation

ETFs
30
+ 0.22%
$55.22 - $68.54 $1.66K - $2.06K
13.9K $950K
SCCO
Southern Copper Corp

Basic Materials
334
+ 8.85%
$75.63 - $104.64 $25.3K - $34.9K
4.11K $415K
DFIV
Dimensional ETF Tr

ETFs
523
+ 4.74%
$34.67 - $43.21 $18.1K - $22.6K
11.6K $495K
AWK
American Water Works Company, Inc.

Utilities
1.08K
+ 10.06%
$133.82 - $151.96 $144K - $164K
11.8K $1.64M
GRAB
Grab Holdings LTD

Technology
5.15K
+ 7.71%
$3.48 - $5.25 $17.9K - $27K
71.9K $361K
JXN
Jackson Financial Inc.

Financial Services
267
+ 4.09%
$70.35 - $89.5 $18.8K - $23.9K
6.79K $603K
NLOK
Norton Life Lock Inc.

Technology
2.66K
+ 30.11%
N/A
11.5K $246K
ESTC
Elastic N.V.

Technology
2.22K
+ 8.07%
$73.36 - $94.17 $163K - $209K
29.8K $2.51M
UITB
Usaa ETF Tr Core Intermediate

ETFs
1.04K
+ 3.01%
$45.95 - $47.33 $47.8K - $49.3K
35.6K $1.68M
ADSK
Autodesk, Inc.

Technology
211
+ 1.75%
N/A
12.3K $3.01M
INGR
Ingredion Inc

Consumer Defensive
376
+ 19.34%
$123.22 - $140.95 $46.3K - $53K
2.32K $314K
IDU
Ishares Tr U S Utils ETF

ETFs
407
+ 13.91%
$93.98 - $106.11 $38.2K - $43.2K
3.33K $348K
H
Hyatt Hotels Corp

Consumer Cyclical
93
+ 4.1%
$104.22 - $139.65 $9.69K - $13K
2.36K $329K
JNK
Spdr Bloomberg High Yield Bond

ETFs
418
+ 7.59%
$91.23 - $97.27 $38.1K - $40.7K
5.93K $576K
DUK
Duke Energy Corp

Utilities
1.29K
+ 5.01%
$112.46 - $124.05 $146K - $161K
27.1K $3.2M
BNDX
Vanguard Total International B

ETFs
260
+ 0.5%
$48.77 - $49.55 $12.7K - $12.9K
52.4K $2.6M
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.87K
+ 15.81%
$23.61 - $24.24 $44.2K - $45.4K
13.7K $332K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
972
+ 21.84%
$46.47 - $47.67 $45.2K - $46.3K
5.42K $258K
GBIL
Goldman Sachs Access Treasury

ETFs
472
+ 0.77%
$99.83 - $100.19 $47.1K - $47.3K
61.5K $6.16M
EVLV
Evolv Technologies Holdings, Inc.

Industrials
2.01K
+ 19.0%
$2.85 - $6.24 $5.74K - $12.6K
12.6K $78K
CLF
Cleveland Cliffs Inc.

Basic Materials
7.13K
+ 47.39%
$5.83 - $8.88 $41.6K - $63.3K
22.2K $168K
VGIT
Vanguard Intermediate Term Tre

ETFs
352
+ 0.65%
$58.63 - $59.9 $20.6K - $21.1K
54.1K $3.24M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.09K
+ 5.46%
$19.44 - $19.56 $40.6K - $40.8K
40.3K $786K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.99K
+ 3.53%
$19.49 - $19.66 $38.7K - $39.1K
58.3K $1.15M
CWEN
Clearway Energy, Inc.

Utilities
525
+ 3.58%
$26.74 - $32.22 $14K - $16.9K
15.2K $485K
EFX
Equifax Inc

Industrials
26
+ 1.16%
$205.5 - $280.54 $5.34K - $7.29K
2.26K $587K
AQN
Algonquin Power & Utilities Corp.

Utilities
1.56K
+ 3.07%
$4.56 - $6.22 $7.1K - $9.68K
52.3K $299K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
185
+ 6.02%
$73.02 - $90.22 $13.5K - $16.7K
3.26K $290K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1
+ 0.01%
$52.31 - $63.72 $52.3 - $63.7
9.79K $623K
HSIC
Henry Schein Inc

Healthcare
163
+ 2.83%
$62.7 - $73.66 $10.2K - $12K
5.91K $431K
NOC
Northrop Grumman Corp

Industrials
98
+ 10.22%
$456.3 - $540.39 $44.7K - $53K
1.06K $528K
VNT
Vontier Corp

Technology
130
+ 1.71%
$28.04 - $37.3 $3.65K - $4.85K
7.74K $285K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
126
+ 0.62%
$35.95 - $42.85 $4.53K - $5.4K
20.6K $866K
EXPE
Expedia Group, Inc.

Consumer Cyclical
194
+ 4.29%
$136.63 - $176.62 $26.5K - $34.3K
4.72K $796K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
584
+ 1.67%
N/A
35.7K $2.22M
HTZ
Hertz Global Holdings, Inc

Industrials
821
+ 8.19%
$3.65 - $8.65 $3K - $7.1K
10.8K $74K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
437
+ 3.52%
$36.25 - $42.28 $15.8K - $18.5K
12.9K $543K
HLN
Haleon PLC

Healthcare
2.6K
+ 11.57%
$9.27 - $11.41 $24.1K - $29.7K
25.1K $260K
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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