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
BP
Bp PLC

Energy
9.94K
+ 34.44%
$29.93 - $35.31 $297K - $351K
38.8K $1.31M
GPN
Global Payments Inc

Industrials
5.04K
+ 174.5%
$92.18 - $113.03 $465K - $570K
7.93K $776K
MCK
Mckesson Corp

Healthcare
259
+ 9.89%
$566.21 - $672.99 $147K - $174K
2.88K $1.94M
WAL
Western Alliance Bancorporation

Financial Services
8.3K
+ 27.26%
$72.65 - $94.0 $603K - $780K
38.7K $2.98M
IWD
Ishares Russell 1000 Val ETF

ETFs
790
+ 0.86%
$182.82 - $196.21 $144K - $155K
92.9K $17.5M
LNC
Lincoln National Corp

Financial Services
102
+ 0.1%
$30.06 - $39.23 $3.07K - $4K
101K $3.62M
IEMG
Ishares Inc

ETFs
7.96K
+ 4.64%
N/A
180K $9.63M
ENB
Enbridge Inc

Energy
9.16K
+ 119.5%
$41.54 - $45.45 $381K - $416K
16.8K $745K
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.53K
+ 55.28%
$75.99 - $81.58 $420K - $451K
15.5K $1.19M
COF
Capital One Financial Corp

Financial Services
2.06K
+ 6.81%
$163.87 - $209.82 $338K - $433K
32.3K $5.8M
ENTG
Entegris Inc

Technology
8.43K
+ 28.42%
$87.48 - $109.53 $738K - $923K
38.1K $3.33M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
5.36K
+ 101.57%
$46.15 - $63.53 $247K - $341K
10.6K $654K
VGSH
Vanguard

ETFs
6.39K
+ 56.05%
$58.07 - $58.69 $371K - $375K
17.8K $1.04M
OKE
Oneok Inc

Energy
3.94K
+ 47.05%
$89.57 - $109.85 $353K - $432K
12.3K $1.22M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
13.9K
+ 24.83%
$22.98 - $24.13 $319K - $335K
69.8K $1.67M
PIO
Invesco Exchange Traded Fd Tr

ETFs
4.45K
+ 2.46%
$38.78 - $41.4 $172K - $184K
185K $7.43M
RGEN
Repligen Corp

Healthcare
4.98K
+ 31.43%
$127.24 - $174.24 $633K - $867K
20.8K $2.65M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.49K
+ 20.92%
$49.69 - $50.76 $372K - $380K
43.3K $2.17M
ASML
Asml Holding Nv

Technology
617
+ 42.79%
$662.63 - $776.99 $409K - $479K
2.06K $1.36M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.59K
+ 60.59%
$87.68 - $94.52 $315K - $340K
9.52K $891K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.29K
+ 8.27%
$49.25 - $50.66 $408K - $420K
108K $5.38M
SLB
Schlumberger Limited

Energy
6.19K
+ 22.59%
$38.4 - $43.74 $238K - $271K
33.6K $1.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.03K
+ 10.58%
$71.17 - $73.66 $287K - $297K
42.1K $3.09M
GD
General Dynamics Corp

Industrials
322
+ 1.12%
$241.94 - $272.58 $77.9K - $87.8K
29.2K $7.96M
PLD
Prologis, Inc.

Real Estate
1.99K
+ 9.5%
$103.59 - $124.04 $206K - $247K
22.9K $2.56M
POOL
Pool Corp

Industrials
1.64K
+ 21.0%
$314.92 - $364.31 $518K - $599K
9.47K $3.02M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.46K
+ 95.75%
$63.07 - $73.5 $281K - $328K
9.12K $640K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.49K
+ 1.61%
$77.7 - $78.94 $194K - $197K
157K $12.4M
SCHR
Schwab Intermediate Term Us Tr

ETFs
13.1K
+ 51.51%
$24.05 - $24.86 $314K - $325K
38.4K $954K
UL
Unilever PLC

Consumer Defensive
5.45K
+ 121.57%
$54.72 - $60.29 $298K - $329K
9.94K $591K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.28K
+ 18.09%
$100.34 - $100.68 $329K - $330K
21.4K $2.15M
WDAY
Workday, Inc.

Technology
1.62K
+ 85.42%
$233.53 - $277.82 $379K - $451K
3.52K $822K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.22K
+ 77.69%
$78.0 - $84.37 $329K - $356K
9.65K $770K
DOV
Dover Corp

Industrials
2.04K
+ 83.61%
$174.65 - $206.43 $355K - $420K
4.47K $785K
ZTS
Zoetis Inc.

Healthcare
1.1K
+ 1.3%
$156.48 - $175.67 $173K - $194K
85.7K $14.1M
ATO
Atmos Energy Corp

Utilities
1.21K
+ 13.21%
$136.51 - $154.58 $165K - $187K
10.4K $1.6M
NSC
Norfolk Southern Corp

Industrials
1.28K
+ 14.48%
$227.69 - $259.76 $292K - $334K
10.2K $2.4M
SMPL
Simply Good Foods CO

Consumer Defensive
17.8K
+ 27.67%
$32.98 - $39.5 $586K - $702K
82K $2.83M
AMAT
Applied Materials Inc

Technology
9.35K
+ 15.83%
$145.06 - $195.51 $1.36M - $1.83M
68.5K $9.93M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
9.78K
+ 76.12%
$17.16 - $25.25 $168K - $247K
22.6K $539K
CCL
Carnival Corp

Consumer Cyclical
19.5K
+ 171.72%
$19.08 - $28.49 $371K - $554K
30.8K $601K
SPG
Simon Property Group Inc

Real Estate
1.89K
+ 79.89%
$159.48 - $187.78 $301K - $354K
4.25K $705K
BK
Bank Of New York Mellon Corp

Financial Services
191
+ 0.49%
$75.42 - $88.95 $14.4K - $17K
39.2K $3.28M
HSY
Hershey CO

Consumer Defensive
1.65K
+ 45.0%
$144.74 - $186.36 $239K - $307K
5.31K $908K
AZO
Autozone Inc

Consumer Cyclical
39
+ 19.8%
$3193.96 - $3828.11 $125K - $149K
236 $899K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
15.5K
+ 66.74%
$16.18 - $17.82 $251K - $276K
38.7K $648K
CHH
Choice Hotels International Inc

Consumer Cyclical
3.28K
+ 17.31%
$127.89 - $155.97 $419K - $511K
22.2K $2.95M
O
Realty Income Corp

Real Estate
3.35K
+ 24.39%
$51.67 - $58.49 $173K - $196K
17.1K $992K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.59K
+ 0.39%
$25.77 - $27.6 $41.1K - $44K
414K $11M
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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