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
FAST
Fastenal CO

Industrials
216K
+ 6111.44%
$40.65 - $83.16 $8.77M - $18M
219K $9.21M
FNDF
Schwab Fundamental Intl Large

ETFs
194K
+ 63.57%
$32.25 - $40.02 $6.25M - $7.76M
499K $20M
HEI
Heico Corp

Industrials
25.7K
+ 648.26%
$236.44 - $328.0 $6.07M - $8.42M
29.6K $9.72M
VONV
Vanguard Russell 1000 Value Et

ETFs
90.6K
+ 28.35%
$73.19 - $85.21 $6.63M - $7.72M
410K $34.9M
GILD
Gilead Sciences, Inc.

Healthcare
76.1K
+ 309.24%
$96.91 - $113.0 $7.38M - $8.6M
101K $11.2M
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
1.13K
+ 0.86%
$49.95 - $128.54 $56.4K - $145K
132K $16.5M
XLF
Financial Sector Spdr

ETFs
16.2K
+ 0.57%
$43.92 - $52.37 $713K - $850K
2.88M $151M
FICO
Fair Isaac Corp

Technology
4.45K
+ 513.15%
$1503.62 - $2206.01 $6.69M - $9.81M
5.32K $9.72M
AFL
Aflac Inc

Financial Services
80.8K
+ 102.3%
$99.77 - $112.45 $8.06M - $9.08M
160K $16.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
78.5K
+ 83.41%
$96.84 - $99.46 $7.6M - $7.81M
173K $17.1M
EFA
Ishares Tr Msci Eafe ETF

ETFs
38.5K
+ 6.98%
$72.96 - $90.39 $2.81M - $3.48M
589K $52.7M
TSLA
Tesla, Inc.

Consumer Cyclical
18.5K
+ 65.61%
$221.86 - $362.89 $4.1M - $6.71M
46.7K $14.8M
IWP
Ishares Russell Mid Cap Growth

ETFs
44.8K
+ 80.27%
$104.34 - $138.68 $4.67M - $6.21M
101K $13.9M
HD
Home Depot, Inc.

Consumer Cyclical
19.1K
+ 16.45%
$335.24 - $380.78 $6.4M - $7.26M
135K $49.5M
NOW
Service Now, Inc.

Technology
447
+ 1.6%
$721.65 - $1040.18 $323K - $465K
28.5K $29.2M
IFRA
Ishares Tr

ETFs
136K
+ 925.45%
$40.97 - $49.19 $5.58M - $6.7M
151K $7.43M
BSX
Boston Scientific Corp

Healthcare
48.1K
+ 19.95%
$89.7 - $107.41 $4.32M - $5.17M
289K $31.1M
TTD
Trade Desk, Inc.

Technology
29.1K
+ 10.81%
$45.27 - $79.4 $1.32M - $2.31M
298K $21.5M
AMAT
Applied Materials Inc

Technology
22.5K
+ 32.84%
$126.95 - $183.52 $2.85M - $4.13M
90.9K $16.6M
VGSH
Vanguard

ETFs
112K
+ 628.07%
$58.32 - $58.95 $6.52M - $6.59M
130K $7.62M
UBER
Uber Technologies, Inc

Technology
17.3K
+ 7.4%
$64.62 - $93.3 $1.12M - $1.61M
251K $23.4M
OMC
Omnicom Group Inc.

Communication Services
96.5K
+ 139.61%
$69.22 - $79.77 $6.68M - $7.7M
166K $11.9M
MCK
Mckesson Corp

Healthcare
8.13K
+ 282.49%
$652.83 - $732.78 $5.31M - $5.96M
11K $8.07M
RTX
Raytheon Technologies Corp

Industrials
36K
+ 57.45%
$113.75 - $148.48 $4.1M - $5.35M
98.8K $14.4M
DGS
Wisdomtree Emerging Markets Sm

ETFs
21.6K
+ 3.18%
$43.34 - $55.24 $937K - $1.19M
702K $38.8M
GD
General Dynamics Corp

Industrials
17.9K
+ 61.42%
$247.68 - $291.66 $4.44M - $5.23M
47.1K $13.7M
DAL
Delta Air Lines, Inc.

Industrials
105K
+ 95.56%
$35.88 - $52.99 $3.76M - $5.55M
214K $10.5M
LOW
Lowes Companies Inc

Consumer Cyclical
27.9K
+ 52.7%
$210.83 - $235.28 $5.87M - $6.55M
80.7K $17.9M
URI
United Rentals, Inc.

Industrials
6.27K
+ 102.38%
$551.94 - $753.4 $3.46M - $4.73M
12.4K $9.34M
ACN
Accenture PLC

Technology
21.1K
+ 33.28%
$279.23 - $323.21 $5.89M - $6.82M
84.5K $25.3M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
28.5K
+ 4.71%
$47.63 - $60.01 $1.36M - $1.71M
633K $37.6M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
30.7K
+ 7.06%
$90.56 - $109.49 $2.78M - $3.36M
466K $50.9M
PG
Procter & Gamble CO

Consumer Defensive
43.8K
+ 29.18%
$157.66 - $172.39 $6.91M - $7.56M
194K $30.9M
GNRC
Generac Holdings Inc.

Industrials
31.4K
+ 70.78%
$101.92 - $143.21 $3.2M - $4.49M
75.7K $10.8M
ACWI
Ishares Msci Acwi ETF

ETFs
37K
+ 98.36%
$103.59 - $128.6 $3.84M - $4.76M
74.7K $9.61M
FDX
Fedex Corp

Industrials
24.8K
+ 90.01%
$198.07 - $245.17 $4.91M - $6.08M
52.3K $11.9M
FIX
Comfort Systems Usa Inc

Industrials
713
+ 3.19%
$296.51 - $536.21 $211K - $382K
23.1K $12.4M
XLI
Industrial Sector Spdr

ETFs
8.22K
+ 3.5%
$116.42 - $147.52 $956K - $1.21M
243K $35.8M
DHI
Horton D R Inc

Consumer Cyclical
36.9K
+ 198.98%
$115.1 - $129.63 $4.25M - $4.78M
55.5K $7.15M
TROW
Price T Rowe Group Inc

Financial Services
44.6K
+ 50.32%
$80.27 - $98.06 $3.58M - $4.38M
133K $12.9M
CI
Cigna Corp

Healthcare
13.5K
+ 64.03%
$301.89 - $340.04 $4.09M - $4.6M
34.7K $11.5M
COIN
Coinbase Global, Inc.

Technology
11K
+ 302.93%
$151.47 - $375.07 $1.66M - $4.11M
14.6K $5.11M
JCPB
J P Morgan Exchange Traded Fd

ETFs
93.5K
+ 155.16%
$45.9 - $47.2 $4.29M - $4.41M
154K $7.23M
IJS
Ishares S&P Smallcap 600 Value

ETFs
43K
+ 709.59%
$83.54 - $100.04 $3.59M - $4.3M
49.1K $4.88M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
2.75K
+ 1.09%
$103.49 - $133.44 $285K - $367K
256K $33.7M
PANW
Palo Alto Networks Inc

Technology
1.27K
+ 1.08%
$152.44 - $204.64 $193K - $260K
118K $24.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17.5K
+ 4.11%
$114.78 - $133.31 $2M - $2.33M
442K $58.9M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
32.5K
+ 353.93%
$97.68 - $121.38 $3.18M - $3.95M
41.7K $5.07M
GPC
Genuine Parts CO

Consumer Cyclical
32.4K
+ 108.21%
$105.54 - $129.09 $3.42M - $4.18M
62.4K $7.56M
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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