Congress Wealth Management LLC Incresed Positions in Q1 2025

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LKQ
Lkq Corp

Consumer Cyclical
2.88K
+ 2.51%
$36.24 - $44.05 $104K - $127K
118K $5M
TTE
Total Energies Se

Energy
11.4K
+ 45.34%
N/A
36.5K $2.51M
NKE
Nike, Inc.

Consumer Cyclical
13.3K
+ 220.46%
$63.29 - $81.72 $840K - $1.08M
19.3K $1.23M
VONV
Vanguard Russell 1000 Value Et

ETFs
4.26K
+ 1.35%
$80.21 - $86.14 $342K - $367K
319K $26.4M
ACIW
Aci Worldwide, Inc.

Technology
5.72K
+ 3.62%
$50.38 - $57.35 $288K - $328K
164K $8.97M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.11K
+ 22.44%
$76.94 - $78.28 $701K - $713K
49.7K $3.89M
AON
Aon PLC

Financial Services
1.44K
+ 33.74%
$348.44 - $409.32 $502K - $589K
5.71K $2.28M
SKY
Skyline Champion Corp

Consumer Cyclical
792
+ 0.81%
$85.72 - $108.14 $67.9K - $85.6K
98.8K $9.36M
IBB
Ishares Biotechnology ETF

ETFs
5.64K
+ 233.53%
$127.9 - $140.56 $722K - $793K
8.06K $1.03M
IAU
Ishares Gold Trust

ETFs
8.05K
+ 32.43%
$49.74 - $58.96 $400K - $475K
32.9K $1.94M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.39K
+ 131.17%
$156.61 - $168.02 $688K - $738K
7.74K $1.24M
KMI
Kinder Morgan, Inc.

Energy
16.2K
+ 7.63%
$26.1 - $31.22 $422K - $505K
228K $6.51M
AWK
American Water Works Company, Inc.

Utilities
3.64K
+ 51.57%
$121.01 - $149.31 $441K - $544K
10.7K $1.58M
FTSL
First Trust Senior Ln Fund

ETFs
15.4K
+ 233.09%
$45.65 - $46.48 $703K - $715K
22K $1M
CDW
Cdw Corp

Technology
5.61K
+ 36.51%
$160.26 - $206.13 $900K - $1.16M
21K $3.36M
VTI
Vanguard Total Stock Market Et

ETFs
5.81K
+ 9.52%
$271.18 - $303.12 $1.58M - $1.76M
66.9K $18.4M
AVY
Avery Dennison Corp

Industrials
4.57K
+ 32.63%
$174.58 - $195.91 $797K - $894K
18.6K $3.3M
C
Citigroup Inc

Financial Services
8.79K
+ 9.06%
$67.23 - $84.63 $591K - $744K
106K $7.51M
EWJ
Ishares Msci Japan ETF

ETFs
1.66K
+ 0.43%
$65.24 - $71.7 $108K - $119K
384K $26.4M
TT
Trane Technologies PLC

Industrials
2.14K
+ 107.63%
$332.0 - $400.86 $712K - $859K
4.14K $1.39M
KNSL
Kinsale Capital Group, Inc.

Financial Services
911
+ 9.52%
$416.48 - $494.72 $379K - $451K
10.5K $5.1M
XLI
Industrial Sector Spdr

ETFs
6.17K
+ 2.7%
$128.78 - $141.67 $794K - $874K
234K $30.7M
VMI
Valmont Industries Inc

Industrials
3.09K
+ 28.12%
$285.37 - $376.98 $880K - $1.16M
14.1K $4.01M
BOX
Box Inc

Technology
25.4K
+ 11.18%
$30.22 - $35.39 $769K - $900K
253K $7.81M
MORN
Morningstar, Inc.

Financial Services
3.25K
+ 32.47%
$282.49 - $334.73 $918K - $1.09M
13.3K $3.98M
PRU
Prudential Financial Inc

Financial Services
5.59K
+ 172.39%
$105.04 - $122.33 $587K - $684K
8.83K $986K
BA
Boeing CO

Industrials
4.26K
+ 21.95%
$148.15 - $186.25 $631K - $793K
23.6K $4.03M
ADBE
Adobe Inc.

Technology
2.7K
+ 37.84%
$377.84 - $464.11 $1.02M - $1.25M
9.83K $3.77M
BDX
Becton Dickinson & CO

Healthcare
2.58K
+ 85.31%
$222.79 - $249.08 $574K - $642K
5.6K $1.28M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.2K
+ 34.8%
$80.53 - $147.57 $177K - $325K
8.53K $1.13M
SVC
Service Properties Trust

Real Estate
204K
+ 38.18%
$2.38 - $2.99 $486K - $611K
739K $1.93M
PYPL
Pay Pal Holdings, Inc.

Financial Services
15.1K
+ 72.84%
$65.15 - $91.81 $983K - $1.39M
35.8K $2.34M
PANW
Palo Alto Networks Inc

Technology
10.4K
+ 9.72%
$167.82 - $208.28 $1.74M - $2.16M
117K $20M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
32.6K
+ 16.48%
$25.58 - $29.24 $834K - $953K
230K $6.04M
ALC
Alcon Inc

Healthcare
4.46K
+ 36.22%
$82.73 - $96.8 $369K - $432K
16.8K $1.59M
EXC
Exelon Corp

Utilities
10.6K
+ 159.03%
$37.3 - $46.08 $394K - $487K
17.2K $793K
DVN
Devon Energy Corp

Energy
8.18K
+ 16.67%
$33.15 - $38.55 $271K - $315K
57.2K $2.14M
IWS
Ishares Russell Midcap Value E

ETFs
4.38K
+ 70.65%
$122.59 - $135.24 $537K - $592K
10.6K $1.33M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
19.7K
+ 19.59%
$28.04 - $28.63 $552K - $563K
120K $3.38M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
12K
+ 80.67%
$39.65 - $43.35 $474K - $518K
26.8K $1.13M
PGR
Progressive Corp

Financial Services
194
+ 1.8%
$235.61 - $291.22 $45.7K - $56.5K
11K $3.1M
TGT
Target Corp

Consumer Defensive
5.74K
+ 230.06%
$103.65 - $142.5 $595K - $818K
8.24K $859K
VAW
Vanguard Materials ETF

ETFs
2.74K
+ 78.39%
$185.71 - $202.46 $509K - $555K
6.24K $1.18M
MTD
Mettler Toledo International Inc

Healthcare
443
+ 250.28%
$1177.09 - $1390.0 $521K - $616K
620 $732K
ADI
Analog Devices Inc

Technology
7.8K
+ 7.84%
$201.56 - $243.82 $1.57M - $1.9M
107K $21.6M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.76K
+ 3.14%
$48.65 - $53.06 $134K - $146K
90.7K $4.71M
FENY
Fidelity Covington Tr Msci Ene

ETFs
17.4K
+ 113.99%
$23.24 - $26.16 $405K - $456K
32.7K $835K
ITW
Illinois Tool Works Inc

Industrials
2.16K
+ 17.63%
$244.9 - $274.48 $529K - $593K
14.4K $3.57M
CAG
Conagra Brands Inc.

Consumer Defensive
18.1K
+ 101.55%
$23.9 - $27.67 $433K - $502K
36K $959K
Activity Summary
Buys All Purchases 816 New Holdings 266 Increased Positions 550 Sells All Sells 233 Reductions 233 Sold out 0 Options Calls 0 Puts 0
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