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
ROP
Roper Technologies Inc

Industrials
16
+ 0.93%
$519.19 - $590.78 $8.31K - $9.45K
1.74K $984K
EQIX
Equinix Inc

Real Estate
32
+ 0.84%
$740.07 - $914.43 $23.7K - $29.3K
3.83K $3.05M
UNP
Union Pacific Corp

Industrials
508
+ 1.86%
$208.27 - $238.46 $106K - $121K
27.7K $6.38M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24.7K
+ 5.11%
$24.32 - $27.87 $600K - $688K
508K $13.5M
WHD
Cactus, Inc.

Energy
2.57K
+ 3.3%
$35.05 - $47.38 $90.2K - $122K
80.6K $3.52M
AES
Aes Corp

Utilities
288
+ 0.96%
$9.63 - $12.55 $2.77K - $3.61K
30.2K $318K
SJM
J M Smucker CO

Consumer Defensive
22
+ 0.73%
$94.41 - $118.52 $2.08K - $2.61K
3.02K $296K
RPM
Rpm International Inc

Basic Materials
218
+ 1.56%
$96.97 - $117.58 $21.1K - $25.6K
14.2K $1.56M
EBC
Eastern Bankshares, Inc.

Financial Services
101
+ 0.19%
$14.18 - $16.5 $1.43K - $1.67K
53.5K $817K
TROX
Tronox Holdings PLC

Basic Materials
9.96K
+ 16.59%
$4.51 - $6.87 $44.9K - $68.4K
70K $354K
PEP
Pepsico Inc

Consumer Defensive
4.53K
+ 11.93%
$128.02 - $151.37 $580K - $685K
42.5K $5.61M
MO
Altria Group, Inc.

Consumer Defensive
2.18K
+ 1.43%
$55.56 - $60.91 $121K - $133K
154K $9.05M
IXC
Ishares Tr Global Energy ETF

ETFs
419
+ 1.11%
$34.69 - $42.32 $14.5K - $17.7K
38K $1.49M
POOL
Pool Corp

Industrials
554
+ 5.85%
$285.0 - $325.66 $158K - $180K
10K $2.92M
XLRE
Select Sector Spdr Tr Real Est

ETFs
7.41K
+ 0.79%
$37.08 - $42.26 $275K - $313K
945K $39.2M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
380
+ 4.46%
$99.37 - $134.05 $37.8K - $50.9K
8.91K $1.01M
CLX
Clorox CO

Consumer Defensive
28
+ 0.6%
$118.01 - $148.69 $3.3K - $4.16K
4.68K $561K
SMPL
Simply Good Foods CO

Consumer Defensive
3.4K
+ 4.15%
$31.59 - $38.0 $107K - $129K
85.4K $2.7M
FMB
First Tr Exchange Traded Fd Ii

ETFs
2.86K
+ 0.61%
$49.12 - $50.93 $140K - $146K
468K $23.3M
PLD
Prologis, Inc.

Real Estate
135
+ 0.59%
$89.76 - $112.34 $12.1K - $15.2K
23.1K $2.42M
CHD
Church & Dwight CO Inc

Consumer Defensive
141
+ 1.23%
$91.57 - $110.76 $12.9K - $15.6K
11.6K $1.11M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
12
+ 0.84%
$483.07 - $625.6 $5.8K - $7.51K
1.44K $756K
SVC
Service Properties Trust

Real Estate
1.99K
+ 0.27%
$1.78 - $2.63 $3.54K - $5.23K
741K $1.77M
YETI
Yeti Holdings, Inc.

Consumer Cyclical
2.57K
+ 1.63%
$26.94 - $34.72 $69.1K - $89.1K
160K $5.04M
CAG
Conagra Brands Inc.

Consumer Defensive
1.59K
+ 4.42%
$20.4 - $26.78 $32.5K - $42.6K
37.6K $769K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
548
+ 4.43%
$212.1 - $244.27 $116K - $134K
12.9K $2.82M
STZ
Constellation Brands, Inc.

Consumer Defensive
108
+ 0.99%
$160.0 - $195.62 $17.3K - $21.1K
11.1K $1.8M
ENTG
Entegris Inc

Technology
352
+ 0.92%
$62.92 - $86.2 $22.1K - $30.3K
38.4K $3.1M
BDX
Becton Dickinson & CO

Healthcare
179
+ 3.2%
$165.15 - $226.42 $29.6K - $40.5K
5.78K $995K
CWAN
Clearwater Analytics Holdings, Inc.

Technology
10.3K
+ 9.36%
$21.27 - $26.73 $218K - $274K
120K $2.63M
KO
Coca Cola CO

Consumer Defensive
9.76K
+ 0.85%
$68.37 - $73.9 $667K - $721K
1.16M $82M
XLV
Select Sector Spdr Fund Health

ETFs
39K
+ 7.86%
$128.77 - $144.3 $5.02M - $5.63M
535K $72.2M
SM
Sm Energy CO

Energy
9.82K
+ 7.4%
$20.39 - $30.52 $200K - $300K
143K $3.52M
SPTL
Spdr Portfolio Long Term Treas

ETFs
44.6K
+ 1.81%
$25.48 - $27.78 $1.14M - $1.24M
2.51M $66.8M
EOG
Eog Resources Inc

Energy
4.34K
+ 3.53%
$104.61 - $129.97 $454K - $564K
127K $15.2M
ZTS
Zoetis Inc.

Healthcare
767
+ 0.89%
$144.41 - $170.3 $111K - $131K
86.5K $13.5M
TSCO
Tractor Supply CO

Consumer Cyclical
4.36K
+ 1.01%
$47.86 - $55.77 $209K - $243K
438K $23.1M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
529
+ 0.33%
$78.57 - $89.09 $41.6K - $47.1K
163K $13M
DOW
Dow Inc.

Basic Materials
19.9K
+ 10.36%
$25.81 - $34.89 $514K - $695K
212K $5.62M
EPD
Enterprise Products Partners L.P.

Energy
6.26K
+ 1.3%
$28.95 - $34.22 $181K - $214K
489K $15.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
257K
+ 1403.01%
$87.84 - $1441.89 $22.6M - $370M
275K $24.8M
MCD
Mcdonalds Corp

Consumer Cyclical
505
+ 0.6%
$285.55 - $321.23 $144K - $162K
84.3K $24.6M
COP
Conocophillips

Energy
11.2K
+ 6.68%
$82.66 - $106.1 $922K - $1.18M
178K $16M
TRNO
Terreno Realty Corp

Real Estate
303
+ 0.13%
$51.18 - $63.89 $15.5K - $19.4K
225K $12.6M
AMGN
Amgen Inc

Healthcare
2.19K
+ 2.84%
$262.28 - $309.85 $573K - $677K
79.1K $22.1M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.47K
+ 5.08%
$390.26 - $489.06 $574K - $720K
30.4K $12.3M
XLE
Energy Sector Spdr

ETFs
22.2K
+ 4.35%
$76.44 - $94.13 $1.69M - $2.09M
532K $45.1M
UNH
Unitedhealth Group Inc

Healthcare
10.5K
+ 33.73%
$274.35 - $599.47 $2.88M - $6.3M
41.6K $13M
CVX
Chevron Corp

Energy
1.35K
+ 0.84%
$133.73 - $168.51 $181K - $228K
162K $23.2M
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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