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
MS
Morgan Stanley

Financial Services
5.61K
+ 19.0%
$99.83 - $140.86 $560K - $790K
35.1K $4.95M
CEG
Constellation Energy Corp

Utilities
1.65K
+ 20.94%
$170.96 - $322.76 $282K - $533K
9.54K $3.08M
IWM
Ishares Russell 2000 ETF

ETFs
4.56K
+ 14.76%
$174.82 - $215.79 $797K - $984K
35.5K $7.65M
MHO
M/I Homes, Inc.

Consumer Cyclical
13.6K
+ 84.11%
$103.9 - $115.72 $1.41M - $1.57M
29.7K $3.33M
MBB
Ishares Tr

ETFs
15.5K
+ 29.55%
$91.41 - $94.22 $1.42M - $1.46M
67.9K $6.38M
DUOL
Duolingo, Inc.

Technology
947
+ 8.91%
$292.88 - $540.68 $277K - $512K
11.6K $4.74M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.04K
+ 60.12%
$152.42 - $182.82 $1.07M - $1.29M
18.7K $3.43M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.04K
+ 14.48%
$171.4 - $227.1 $521K - $690K
24K $5.46M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
21K
+ 2.41%
$49.57 - $50.27 $1.04M - $1.05M
891K $44.8M
VMI
Valmont Industries Inc

Industrials
2.43K
+ 17.26%
$263.86 - $333.86 $640K - $810K
16.5K $5.38M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
39.1K
+ 3.42%
$28.18 - $29.22 $1.1M - $1.14M
1.18M $34.5M
WMB
Williams Companies, Inc.

Energy
7.41K
+ 2.59%
$54.33 - $62.87 $403K - $466K
293K $18.4M
MRVL
Marvell Technology, Inc.

Technology
6.16K
+ 11.51%
$49.38 - $79.97 $304K - $493K
59.7K $4.62M
MET
Metlife Inc

Financial Services
15.6K
+ 58.66%
$68.42 - $82.49 $1.07M - $1.29M
42.3K $3.4M
PODD
Insulet Corp

Healthcare
923
+ 5.01%
$238.57 - $327.47 $220K - $302K
19.3K $6.07M
DE
Deere & CO

Industrials
1.71K
+ 19.89%
$412.99 - $531.48 $706K - $909K
10.3K $5.24M
MDB
Mongo Db, Inc.

Technology
2.35K
+ 11.69%
$145.85 - $225.38 $342K - $529K
22.4K $4.71M
THC
Tenet Healthcare Corp

Healthcare
5.74K
+ 144.08%
$110.41 - $176.0 $634K - $1.01M
9.73K $1.71M
AZN
Astrazeneca PLC

Healthcare
17.4K
+ 106.9%
$64.87 - $75.0 $1.13M - $1.31M
33.8K $2.36M
LCII
Lci Industries

Consumer Cyclical
12.2K
+ 127.37%
$75.07 - $92.4 $916K - $1.13M
21.8K $1.99M
LEN
Lennar Corp

Consumer Cyclical
11K
+ 64.76%
$102.76 - $115.66 $1.13M - $1.27M
28K $3.1M
CDW
Cdw Corp

Technology
4.02K
+ 19.17%
$144.49 - $190.68 $581K - $767K
25K $4.47M
SLV
I Shares Silver Trust

ETFs
32K
+ 114.27%
$27.08 - $33.74 $865K - $1.08M
59.9K $1.97M
AMD
Advanced Micro Devices Inc

Technology
2.08K
+ 10.2%
$78.21 - $143.81 $162K - $299K
22.4K $3.18M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.47K
+ 25.12%
$216.28 - $284.39 $533K - $701K
12.3K $3.49M
IEMG
Ishares Inc

ETFs
20K
+ 11.15%
N/A
200K $10.7M
STE
Steris PLC

Healthcare
852
+ 1.36%
$208.55 - $252.55 $178K - $215K
63.4K $15.2M
XLB
Select Sector Spdr Fd Material

ETFs
11.9K
+ 414.25%
$74.27 - $88.92 $883K - $1.06M
14.8K $1.3M
MOD
Modine Manufacturing CO

Consumer Cyclical
8.69K
+ 99.99%
$69.3 - $105.57 $602K - $917K
17.4K $1.71M
PIO
Invesco Exchange Traded Fd Tr

ETFs
4.45K
+ 2.4%
$35.79 - $44.67 $159K - $199K
190K $8.47M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
418
+ 0.38%
$59.57 - $75.11 $24.9K - $31.4K
111K $8.33M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
10.9K
+ 114.3%
$85.42 - $94.39 $930K - $1.03M
20.4K $1.92M
AON
Aon PLC

Financial Services
3.51K
+ 61.42%
$335.85 - $398.81 $1.18M - $1.4M
9.21K $3.29M
INSP
Inspire Medical Systems, Inc.

Healthcare
15.6K
+ 45.3%
$127.18 - $161.88 $1.98M - $2.52M
50K $6.48M
JEF
Jefferies Financial Group Inc.

Financial Services
18.2K
+ 218.5%
$41.06 - $56.09 $749K - $1.02M
26.6K $1.45M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.2K
+ 3.1%
$17.76 - $22.1 $181K - $226K
340K $7.51M
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.4K
+ 5.02%
$20.42 - $25.3 $314K - $389K
321K $8.13M
EBAY
Ebay Inc

Consumer Cyclical
12.3K
+ 214.86%
$59.52 - $79.36 $731K - $974K
18K $1.34M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.97K
+ 2.12%
$166.82 - $194.23 $328K - $382K
94.9K $18.4M
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
14.9K
+ 71.62%
$53.93 - $61.5 $803K - $916K
35.7K $2.19M
AIZ
Assurant, Inc.

Financial Services
5.11K
+ 82.42%
$179.73 - $211.56 $918K - $1.08M
11.3K $2.23M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11.1K
+ 121.82%
$62.73 - $78.42 $697K - $871K
20.2K $1.57M
SCHP
Schwab Strategic Us Tips ETF

ETFs
35.2K
+ 32.44%
$26.18 - $26.93 $922K - $948K
144K $3.84M
SAP
Sap Se

Technology
2.5K
+ 64.67%
$237.53 - $309.8 $594K - $775K
6.37K $1.94M
MMM
3 M CO

Industrials
4.97K
+ 21.17%
$126.09 - $154.15 $627K - $766K
28.5K $4.33M
ASML
Asml Holding Nv

Technology
702
+ 34.09%
$595.37 - $815.24 $418K - $572K
2.76K $2.21M
FCOM
Fidelity Covington Tr Msci Com

ETFs
8.49K
+ 24.61%
$50.44 - $64.81 $428K - $550K
43K $2.79M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
32.9K
+ 146.42%
$19.1 - $23.83 $628K - $784K
55.4K $1.32M
FLGV
Franklin Templeton ETF Trfrank

ETFs
41.1K
+ 6.72%
$20.16 - $20.7 $829K - $851K
653K $13.4M
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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