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
Arista Networks Inc
5.8K
+ 2.15%
N/A
276K $0
Fidelity Wise Origin Bitcoin
1.98K
+ 38.27%
N/A
7.15K $0
Coherent Corp
31.4K
+ 110.46%
N/A
59.8K $0
Blackrock Inc
1.75K
+ 59.52%
N/A
4.7K $0
CRH.L
Crh PLC

Basic Materials
385
+ 7.36%
N/A
5.62K $0
Veralto Corp
91
+ 1.94%
N/A
4.79K $0
Ftai Aviation LTD
7
+ 0.35%
N/A
2.01K $0
Crane Company
458
+ 0.57%
N/A
80.5K $0
Blackrock ETF Trust Ii
10.2K
+ 8.42%
N/A
132K $0
Solventum Corp
253
+ 6.14%
N/A
4.38K $0
Angel Oak Funds Trust
194K
+ 2.94%
N/A
6.79M $0
Te Connectivity PLC
19.2K
+ 18.08%
N/A
126K $0
Ge Healthcare Technologies I
547
+ 5.61%
N/A
10.3K $0
Ishares Bitcoin Trust ETF
6.72K
+ 51.57%
N/A
19.8K $0
Kenvue Inc
110K
+ 76.98%
N/A
253K $0
Gsk PLC
8.59K
+ 51.22%
N/A
25.4K $0
Janus Detroit Str Tr
670K
+ 41.59%
N/A
2.28M $0
Grayscale Bitcoin Mini Tr Et
286
+ 4.07%
N/A
7.32K $0
Ge Vernova Inc
531
+ 6.46%
N/A
8.75K $0
Siriusxm Holdings Inc
115K
+ 101.08%
N/A
229K $0
American Beacon Select Funds
45.7K
+ 87.45%
N/A
98.1K $0
Bw Lpg LTD
2.6K
+ 7.47%
N/A
37.4K $0
Fidelity Covington Trust
12
+ 0.14%
N/A
8.7K $0
Maplebear Inc
6.04K
+ 8.95%
N/A
73.5K $0
Lam Research Corp
4.19K
+ 15.58%
N/A
31.1K $0
Sandisk Corp
317
+ 7.02%
N/A
4.83K $0
Labcorp Holdings Inc
3.83K
+ 191.8%
N/A
5.83K $0
Linde PLC
1.51K
+ 3.55%
N/A
44.2K $0
Matthews Intl Fds
6.15K
+ 0.55%
N/A
1.12M $0
Vaneck Bitcoin ETF
11.4K
+ 57.13%
N/A
31.5K $0
CIVI
Civitas Resources, Inc.

Energy
1.62K
+ 25.46%
$24.28 - $35.09 $39.3K - $56.7K
7.97K $219K
FMC
Fmc Corp

Basic Materials
26
+ 0.25%
$33.98 - $44.06 $883 - $1.15K
10.4K $433K
AGI
Alamos Gold Inc

Basic Materials
1
+ 0.0%
$23.81 - $30.33 $23.8 - $30.3
20.6K $545K
RC
Ready Capital Corp

Real Estate
2.88K
+ 11.65%
$4.13 - $5.15 $11.9K - $14.8K
27.6K $120K
EXC
Exelon Corp

Utilities
925
+ 5.37%
$42.2 - $47.37 $39K - $43.8K
18.1K $787K
OXY
Occidental Petroleum Corp

Energy
1.85K
+ 15.74%
$36.11 - $49.33 $66.8K - $91.3K
13.6K $571K
XEL
Xcel Energy Inc

Utilities
686
+ 3.28%
$65.65 - $72.39 $45K - $49.7K
21.6K $1.47M
DHR
Danaher Corp

Healthcare
968
+ 3.52%
$174.64 - $205.16 $169K - $199K
28.5K $5.63M
SHW
Sherwin Williams CO

Basic Materials
104
+ 1.19%
$313.51 - $363.51 $32.6K - $37.8K
8.84K $3.03M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.73K
+ 1.15%
$18.94 - $21.67 $32.7K - $37.4K
152K $3.21M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
649
+ 5.9%
$45.92 - $50.78 $29.8K - $33K
11.6K $543K
OKTA
Okta, Inc.

Technology
29
+ 0.82%
$91.24 - $127.3 $2.65K - $3.69K
3.57K $357K
GL
Globe Life Inc.

Financial Services
54
+ 1.54%
$113.29 - $133.09 $6.12K - $7.19K
3.55K $441K
HAL
Halliburton CO

Energy
3.04K
+ 18.16%
$19.26 - $25.7 $58.6K - $78.2K
19.8K $403K
MPLX
Mplx LP

Energy
28
+ 0.24%
$46.68 - $53.89 $1.31K - $1.51K
11.7K $601K
IYK
Ishares U.S. Consumer Staples

ETFs
809
+ 1.12%
$67.29 - $72.42 $54.4K - $58.6K
72.9K $5.14M
APOG
Apogee Enterprises, Inc.

Industrials
127
+ 2.52%
$37.58 - $48.0 $4.77K - $6.1K
5.16K $209K
WAT
Waters Corp

Healthcare
42
+ 2.03%
$307.71 - $366.67 $12.9K - $15.4K
2.11K $737K
SON
Sonoco Products CO

Consumer Cyclical
545
+ 3.68%
$40.6 - $47.93 $22.1K - $26.1K
15.3K $668K
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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