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
TT
Trane Technologies PLC

Industrials
8.03K
+ 194.1%
$315.21 - $437.41 $2.53M - $3.51M
12.2K $5.32M
CGXU
Capital Group Intl Focus Equit

ETFs
86.2K
+ 14.65%
$21.44 - $27.35 $1.85M - $2.36M
675K $18.3M
CVS
Cvs Health Corp

Healthcare
52.6K
+ 27.02%
$60.04 - $70.18 $3.16M - $3.69M
247K $17.1M
CGDV
Capital Group Divid Value ETF

ETFs
60.9K
+ 16.11%
$31.93 - $39.49 $1.95M - $2.41M
439K $17.3M
ABBV
Abb Vie Inc.

Healthcare
34.5K
+ 32.27%
$170.16 - $206.27 $5.87M - $7.11M
141K $26.2M
EMR
Emerson Electric CO

Industrials
28K
+ 739.56%
$94.15 - $133.33 $2.64M - $3.74M
31.8K $4.24M
FJP
First Trust Japan Alphadex Fun

ETFs
4.89K
+ 0.68%
$47.79 - $60.17 $234K - $294K
723K $43.2M
PFE
Pfizer Inc

Healthcare
181K
+ 34.22%
$21.59 - $24.84 $3.9M - $4.49M
708K $17.2M
VO
Vanguard Mid Cap ETF

ETFs
12.5K
+ 87.48%
$228.54 - $279.83 $2.85M - $3.49M
26.7K $7.48M
SXT
Sensient Technologies Corp

Basic Materials
14.5K
+ 15.4%
$68.75 - $98.6 $997K - $1.43M
109K $10.7M
NVS
Novartis Ag

Healthcare
26K
+ 52.72%
$101.96 - $121.01 $2.65M - $3.15M
75.3K $9.12M
VEA
Vanguard Ftse Developed Market

ETFs
30.9K
+ 10.47%
$45.65 - $57.01 $1.41M - $1.76M
326K $18.6M
SNPS
Synopsys Inc

Technology
728
+ 1.9%
$380.9 - $517.66 $277K - $377K
39K $20M
SYY
Sysco Corp

Consumer Defensive
46.1K
+ 381.54%
$68.0 - $75.91 $3.13M - $3.5M
58.2K $4.41M
CACI
Caci International Inc

Technology
8.09K
+ 30.78%
N/A
34.4K $14.7M
QCOM
Qualcomm Inc

Technology
20.2K
+ 49.35%
$124.66 - $159.48 $2.51M - $3.22M
61K $9.72M
IVV
Ishares Core S&P 500 ETF

ETFs
2.24K
+ 6.52%
$498.8 - $620.9 $1.12M - $1.39M
36.6K $22.7M
BAC
Bank Of America Corp

Financial Services
54.3K
+ 38.8%
$34.39 - $47.46 $1.87M - $2.58M
194K $9.19M
SHOP
Shopify Inc.

Technology
5.97K
+ 4.47%
$76.89 - $115.35 $459K - $688K
140K $16.1M
ARCC
Ares Capital Corp

Financial Services
155K
+ 36.68%
$18.91 - $22.43 $2.94M - $3.49M
579K $12.7M
FPX
First Trust Us Equity Opportun

ETFs
263
+ 0.27%
$99.2 - $144.91 $26.1K - $38.1K
98.9K $14.3M
LNC
Lincoln National Corp

Financial Services
98.9K
+ 97.99%
$28.95 - $37.27 $2.86M - $3.69M
200K $6.91M
AAPL
Apple Inc.

Technology
162K
+ 9.18%
$172.42 - $223.89 $27.9M - $36.2M
1.92M $394M
ABT
Abbott Laboratories

Healthcare
22.5K
+ 41.14%
$123.95 - $138.08 $2.79M - $3.11M
77.3K $10.5M
ABC
Amerisourcebergen Corp

Healthcare
17.5K
+ 180.99%
N/A
27.1K $5.02M
SCHX
Schwab Strategic Tr Us Large C

ETFs
392
+ 0.03%
$19.6 - $24.44 $7.68K - $9.58K
1.36M $33.3M
JMBS
Janus Detroit Str Tr Henderson

ETFs
78.9K
+ 3.09%
$43.89 - $45.45 $3.46M - $3.59M
2.63M $119M
IRM
Iron Mountain Inc

Real Estate
25.4K
+ 85.9%
$76.93 - $105.25 $1.95M - $2.67M
55K $5.64M
T
At&T Inc.

Communication Services
98.7K
+ 28.36%
$26.33 - $28.94 $2.6M - $2.86M
447K $12.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
26.5K
+ 6.28%
$39.89 - $49.46 $1.06M - $1.31M
449K $22.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.53K
+ 23.22%
$321.63 - $509.31 $814K - $1.29M
13.4K $6.84M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
114K
+ 163.45%
$23.19 - $25.35 $2.65M - $2.89M
184K $4.66M
TMUS
T Mobile Us, Inc.

Communication Services
13.9K
+ 116.43%
$220.99 - $268.54 $3.07M - $3.74M
25.9K $6.16M
KMB
Kimberly Clark Corp

Consumer Defensive
26.6K
+ 76.11%
$126.84 - $145.22 $3.37M - $3.86M
61.5K $7.92M
SCHW
Schwab Charles Corp

Financial Services
29.5K
+ 144.75%
$69.06 - $91.24 $2.03M - $2.69M
49.8K $4.55M
EWJ
Ishares Msci Japan ETF

ETFs
5.99K
+ 1.56%
$61.32 - $75.28 $367K - $451K
390K $29.3M
HCA
Hca Healthcare, Inc.

Healthcare
7.37K
+ 576.9%
$317.61 - $387.52 $2.34M - $2.85M
8.64K $3.31M
EUFN
Ishares Msci Europe Financials

ETFs
5.58K
+ 0.66%
$24.77 - $32.27 $138K - $180K
849K $26.9M
NEE
Nextera Energy Inc

Utilities
46.9K
+ 15.61%
$64.11 - $75.0 $3.01M - $3.52M
347K $24.1M
RMBS
Rambus Inc

Technology
8.57K
+ 4.69%
$42.9 - $64.02 $368K - $549K
191K $12.2M
SNA
Snap On Inc

Industrials
9.49K
+ 141.05%
$292.36 - $342.2 $2.78M - $3.25M
16.2K $5.05M
CB
Chubb LTD

Financial Services
9.77K
+ 166.51%
$274.32 - $302.46 $2.68M - $2.95M
15.6K $4.53M
VDC
Vanguard Consumer Staples ETF

ETFs
12.6K
+ 281.25%
$204.89 - $224.73 $2.58M - $2.82M
17K $3.73M
ISRG
Intuitive Surgical Inc

Healthcare
665
+ 1.38%
$451.58 - $565.94 $300K - $376K
49K $26.6M
EMB
Ishares Tr

ETFs
28K
+ 62.81%
$86.54 - $92.62 $2.42M - $2.59M
72.6K $6.73M
WHR
Whirlpool Corp

Consumer Cyclical
23.4K
+ 85.03%
$75.71 - $101.42 $1.77M - $2.37M
50.8K $5.15M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.9K
+ 1.23%
$45.98 - $56.15 $225K - $275K
403K $22.6M
IEFA
Ishares Tr

ETFs
4.98K
+ 1.76%
$67.83 - $84.09 $338K - $419K
288K $24M
VCIT
Vanguard Intermediate Term Cor

ETFs
28.6K
+ 13.76%
$79.56 - $82.92 $2.27M - $2.37M
236K $19.6M
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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