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
IBM
International Business Machines Corp

Technology
2.25K
+ 5.35%
$221.03 - $294.78 $496K - $662K
44.2K $13M
AVT
Avnet Inc

Technology
43.6K
+ 91.54%
$41.51 - $53.08 $1.81M - $2.32M
91.3K $4.85M
CMCSA
Comcast Corp

Communication Services
75.8K
+ 56.5%
$32.84 - $36.72 $2.49M - $2.78M
210K $7.49M
UPS
United Parcel Service Inc

Industrials
27.9K
+ 85.03%
$91.92 - $110.2 $2.56M - $3.07M
60.6K $6.12M
PFFV
Global X Variable Rate Preferr

Technology
108K
+ 198.3%
$22.41 - $23.43 $2.42M - $2.53M
162K $3.7M
WMT
Walmart Inc.

Consumer Defensive
15.8K
+ 18.21%
$81.79 - $99.98 $1.29M - $1.58M
102K $10M
GLD
Spdr Gold Trust

ETFs
6.05K
+ 19.04%
$273.71 - $316.29 $1.66M - $1.91M
37.9K $11.5M
ITT
Itt Inc.

Industrials
13.3K
+ 139.36%
$112.67 - $157.95 $1.5M - $2.11M
22.9K $3.59M
USB
Us Bancorp \De\

Financial Services
47.2K
+ 64.85%
$36.4 - $45.76 $1.72M - $2.16M
120K $5.43M
UFPT
Ufp Technologies Inc

Healthcare
1.89K
+ 4.26%
$186.83 - $253.3 $353K - $478K
46.1K $11.3M
APD
Air Products & Chemicals, Inc.

Basic Materials
8.98K
+ 46.96%
$248.61 - $294.96 $2.23M - $2.65M
28.1K $7.92M
SCHG
Schwab Strategic Tr Us Large C

ETFs
47.2K
+ 21.86%
$22.27 - $29.21 $1.05M - $1.38M
263K $7.68M
PJT
Pjt Partners Inc.

Financial Services
1.48K
+ 1.98%
$125.44 - $166.41 $186K - $246K
76.3K $12.6M
GE
General Electric CO

Industrials
168
+ 0.43%
$166.81 - $257.39 $28K - $43.2K
39.1K $10.1M
SU
Suncor Energy Inc

Energy
62.3K
+ 89.59%
$31.54 - $41.04 $1.97M - $2.56M
132K $4.94M
JCI
Johnson Controls International PLC

Industrials
15.7K
+ 69.81%
$71.14 - $105.62 $1.12M - $1.66M
38.2K $4.04M
TJX
Tjx Companies Inc

Consumer Cyclical
13.6K
+ 4.24%
$119.13 - $135.03 $1.62M - $1.84M
335K $41.3M
PM
Philip Morris International Inc.

Consumer Defensive
4.75K
+ 8.24%
$149.23 - $184.95 $709K - $879K
62.4K $11.4M
VOX
Vanguard Communication Service

ETFs
10.7K
+ 71.9%
$133.12 - $171.03 $1.43M - $1.84M
25.7K $4.39M
VPU
Vanguard Utilities ETF

ETFs
11K
+ 26.28%
$158.36 - $178.82 $1.74M - $1.96M
52.7K $9.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
6.03K
+ 161.05%
$272.36 - $339.57 $1.64M - $2.05M
9.77K $3.32M
PYPL
Pay Pal Holdings, Inc.

Financial Services
23.9K
+ 66.86%
$57.41 - $74.81 $1.37M - $1.79M
59.8K $4.44M
XOM
Exxon Mobil Corp

Energy
54.9K
+ 15.8%
$99.93 - $119.04 $5.49M - $6.53M
402K $43.4M
PRIM
Primoris Services Corp

Industrials
2.47K
+ 2.77%
$52.66 - $80.05 $130K - $198K
91.6K $7.14M
CAH
Cardinal Health Inc

Healthcare
10.6K
+ 130.58%
$125.0 - $168.0 $1.32M - $1.77M
18.7K $3.13M
VZ
Verizon Communications Inc

Communication Services
76.7K
+ 11.95%
$41.67 - $45.62 $3.2M - $3.5M
719K $31.1M
INTC
Intel Corp

Technology
92.1K
+ 24.81%
$18.13 - $22.69 $1.67M - $2.09M
463K $10.4M
PLTR
Palantir Technologies Inc.

Technology
5.8K
+ 26.27%
$74.01 - $144.25 $429K - $837K
27.9K $3.8M
AME
Ametek Inc

Industrials
10.1K
+ 80.67%
$151.41 - $182.75 $1.53M - $1.84M
22.6K $4.09M
VIG
Vanguard Dividend Appreciation

ETFs
10.6K
+ 3.15%
N/A
346K $63M
TGT
Target Corp

Consumer Defensive
19.4K
+ 236.15%
$88.76 - $105.77 $1.73M - $2.06M
27.7K $2.73M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.75K
+ 7.18%
$141.37 - $228.57 $247K - $400K
26.1K $5.91M
FLGB
Franklin Templeton ETF Tr

ETFs
4.81K
+ 0.55%
$25.34 - $31.3 $122K - $150K
872K $26.7M
IVW
Ishares S&P 500 Growth ETF

ETFs
9.72K
+ 21.68%
$82.96 - $110.1 $806K - $1.07M
54.5K $6.01M
MDT
Medtronic PLC

Healthcare
22.9K
+ 39.88%
$80.68 - $88.86 $1.84M - $2.03M
80.2K $6.99M
D
Dominion Energy, Inc

Utilities
30.6K
+ 15.22%
$49.66 - $58.0 $1.52M - $1.78M
232K $13.1M
APP
App Lovin Corp

Technology
3.72K
+ 63.66%
$219.37 - $417.89 $816K - $1.55M
9.56K $3.35M
SYK
Stryker Corp

Healthcare
799
+ 1.31%
$337.37 - $395.63 $270K - $316K
61.9K $24.5M
CTVA
Corteva, Inc.

Basic Materials
4.25K
+ 3.46%
$55.52 - $74.53 $236K - $317K
127K $9.49M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
978
+ 0.93%
$101.93 - $128.63 $99.7K - $126K
107K $13.7M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.32K
+ 20.18%
$468.22 - $566.51 $1.08M - $1.31M
13.8K $7.81M
PGR
Progressive Corp

Financial Services
6.98K
+ 63.71%
$255.27 - $288.74 $1.78M - $2.02M
17.9K $4.79M
TRV
Travelers Companies, Inc.

Financial Services
6.1K
+ 51.45%
$233.83 - $276.34 $1.43M - $1.69M
18K $4.81M
HON
Honeywell International Inc

Industrials
3.73K
+ 10.19%
$182.86 - $232.88 $682K - $869K
40.4K $9.4M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
32.1K
+ 10.27%
$50.36 - $50.68 $1.62M - $1.63M
345K $17.5M
OSK
Oshkosh Corp

Industrials
13K
+ 216.44%
$79.17 - $113.62 $1.03M - $1.47M
19K $2.15M
MCO
Moodys Corp

Financial Services
457
+ 1.26%
$396.7 - $501.59 $181K - $229K
36.8K $18.4M
DVN
Devon Energy Corp

Energy
58.2K
+ 101.74%
$26.8 - $37.92 $1.56M - $2.21M
115K $3.67M
INTU
Intuit Inc

Technology
1.01K
+ 24.73%
$544.07 - $787.63 $550K - $796K
5.1K $4.02M
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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