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
RVMD
Revolution Medicines, Inc.

Healthcare
15
+ 0.08%
$31.13 - $41.98 $467 - $630
18.5K $681K
FR
First Industrial Realty Trust Inc

Real Estate
1.89K
+ 17.03%
$43.07 - $54.05 $81.5K - $102K
13K $625K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.3K
+ 8.2%
N/A
17.1K $324K
DTE
Dte Energy CO

Utilities
415
+ 8.22%
$127.39 - $139.49 $52.9K - $57.9K
5.46K $723K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
31
+ 0.53%
$105.8 - $131.55 $3.28K - $4.08K
5.92K $761K
HIG
Hartford Financial Services Group, Inc.

Financial Services
123
+ 4.84%
$109.83 - $131.67 $13.5K - $16.2K
2.66K $337K
MLI
Mueller Industries Inc

Industrials
140
+ 4.0%
$68.45 - $79.6 $9.58K - $11.1K
3.64K $289K
PFM
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.15%
$41.05 - $48.17 $534 - $626
8.6K $414K
KNSL
Kinsale Capital Group, Inc.

Financial Services
103
+ 0.98%
$419.99 - $501.97 $43.3K - $51.7K
10.6K $5.12M
KRE
Spdr S&P Regional Banking ETF

ETFs
4
+ 0.05%
$48.81 - $59.48 $195 - $238
8.43K $500K
CNC
Centene Corp

Healthcare
820
+ 20.28%
$53.4 - $64.29 $43.8K - $52.7K
4.86K $263K
AIG
American International Group, Inc.

Financial Services
423
+ 2.98%
$77.56 - $87.72 $32.8K - $37.1K
14.6K $1.25M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
431
+ 0.84%
$20.16 - $20.49 $8.69K - $8.83K
51.8K $1.06M
TLT
Ishares Barclays 20+ Year Trea

ETFs
283
+ 6.84%
$83.97 - $92.85 $23.8K - $26.3K
4.42K $390K
ET
Energy Transfer LP

Energy
1.71K
+ 4.38%
$15.65 - $18.93 $26.8K - $32.4K
40.8K $739K
ATO
Atmos Energy Corp

Utilities
99
+ 0.96%
$145.06 - $162.66 $14.4K - $16.1K
10.5K $1.61M
ESRT
Empire State Realty Trust, Inc.

Real Estate
76
+ 0.25%
$6.79 - $8.71 $516 - $662
30.7K $248K
PRI
Primerica, Inc.

Financial Services
68
+ 7.94%
$244.39 - $290.62 $16.6K - $19.8K
924 $252K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
139
+ 0.35%
$18.28 - $18.7 $2.54K - $2.6K
40.2K $751K
NI
Nisource Inc.

Utilities
21
+ 0.07%
$37.11 - $40.64 $779 - $853
30.4K $1.22M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
46
+ 0.22%
$21.85 - $22.76 $1.01K - $1.05K
20.9K $474K
WPC
W. P. Carey Inc.

Real Estate
201
+ 2.25%
$56.12 - $64.53 $11.3K - $13K
9.14K $570K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
97
+ 1.85%
$41.1 - $42.37 $3.99K - $4.11K
5.34K $225K
ACGL
Arch Capital Group Ltd.

Financial Services
189
+ 6.5%
$84.99 - $96.82 $16.1K - $18.3K
3.1K $282K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
2
+ 0.01%
$24.66 - $25.17 $49.3 - $50.3
16K $402K
ETR
Entergy Corp

Utilities
121
+ 3.38%
$79.01 - $86.61 $9.56K - $10.5K
3.71K $308K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
132
+ 0.38%
$20.66 - $20.74 $2.73K - $2.74K
35.2K $727K
CDAY
Ceridian Hcm Holding Inc.

Technology
36
+ 0.16%
N/A
22.5K $1.45M
DEO
Diageo PLC

Consumer Defensive
175
+ 4.02%
$99.86 - $115.75 $17.5K - $20.3K
4.52K $456K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
18
+ 0.54%
$55.57 - $62.73 $1K - $1.13K
3.34K $205K
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
6
+ 0.23%
$98.34 - $98.77 $590 - $593
2.65K $261K
VPN
Global X Fds Data Ctr Reits &

ETFs
50
+ 0.29%
N/A
17.1K $271K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
411
+ 4.68%
$101.91 - $134.83 $41.9K - $55.4K
9.2K $1.16M
Doubleline ETF Trust
27.7K
+ 60.73%
N/A
73.3K $0
Doubleline ETF Trust
60.5K
+ 10.35%
N/A
645K $0
Matthews Intl Fds
14
+ 0.02%
N/A
56.4K $0
CARY
Angel Oak Fds Tr Income Etf(De
33.4K
+ 4.3%
N/A
811K $0
Blackrock ETF Trust Ii
2.62K
+ 48.17%
N/A
8.06K $0
CGSD
Capital Grp Core Plus Income E
2.03K
+ 8.71%
N/A
25.4K $0
UYLD
Angel Oak Fds Tr Ultrashort In
41.4K
+ 10.38%
N/A
440K $0
Natwest Group PLC
1.68K
+ 5.53%
N/A
32K $0
Dimensional ETF Trust
1.96K
+ 8.37%
N/A
25.4K $0
Dimensional ETF Trust
521
+ 2.69%
N/A
19.9K $0
Brookfield Corp
9.45K
+ 56.38%
N/A
26.2K $0
Capital Grp Fixed Incm ETF T
3.72K
+ 5.59%
N/A
70.2K $0
Canadian Pacific Kansas City
4.02K
+ 9.37%
N/A
46.9K $0
Profesionally Managed Portfo
24.7K
+ 10.0%
N/A
272K $0
Profesionally Managed Portfo
20K
+ 14.74%
N/A
155K $0
Profesionally Managed Portfo
227K
+ 9.13%
N/A
2.72M $0
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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