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
MGV
Vanguard Mega Cap Value

ETFs
1.84K
+ 42.96%
$123.61 - $133.01 $227K - $244K
6.11K $786K
DOW
Dow Inc.

Basic Materials
31.2K
+ 19.38%
$34.36 - $41.92 $1.07M - $1.31M
192K $6.71M
SONY
Sony Group Corp

Technology
87
+ 0.15%
$19.88 - $25.64 $1.73K - $2.23K
58.8K $1.49M
FBT
First Trust Nyse Arca Biotechn

ETFs
455
+ 1.06%
$164.86 - $182.19 $75K - $82.9K
43.5K $7.4M
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
5.46K
+ 48.26%
$69.67 - $86.15 $380K - $470K
16.8K $1.2M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.6K
+ 19.57%
$45.92 - $47.58 $211K - $219K
28.1K $1.33M
LMT
Lockheed Martin Corp

Industrials
1.41K
+ 14.15%
$423.19 - $506.29 $598K - $715K
11.4K $5.09M
WY
Weyerhaeuser CO

Real Estate
5.93K
+ 10.7%
$27.29 - $31.39 $162K - $186K
61.4K $1.8M
STAG
Stag Industrial, Inc.

Real Estate
5.9K
+ 63.8%
$32.39 - $37.07 $191K - $219K
15.1K $546K
SPOT
Spotify Technology S.A.

Communication Services
237
+ 23.89%
$457.79 - $648.32 $108K - $154K
1.23K $675K
JCI
Johnson Controls International PLC

Industrials
2.58K
+ 12.96%
$76.12 - $90.6 $197K - $234K
22.5K $1.8M
FFIV
F5, Inc.

Technology
801
+ 74.65%
$251.75 - $310.6 $202K - $249K
1.87K $498K
SU
Suncor Energy Inc

Energy
475
+ 0.69%
$34.27 - $40.63 $16.3K - $19.3K
69.5K $2.69M
WBD
Warner Bros. Discovery, Inc.

Communication Services
21K
+ 193.78%
$9.47 - $11.46 $198K - $240K
31.8K $340K
AZN
Astrazeneca PLC

Healthcare
1.27K
+ 8.47%
$65.37 - $77.96 $83.3K - $99.3K
16.3K $1.2M
GLW
Corning Inc

Technology
5.19K
+ 36.05%
$44.91 - $54.25 $233K - $282K
19.6K $896K
MU
Micron Technology Inc

Technology
1.89K
+ 11.0%
$86.89 - $109.38 $164K - $207K
19.1K $1.66M
VBK
Vanguard Small Cap Growth ETF

ETFs
4.62K
+ 13.73%
$247.97 - $296.33 $1.15M - $1.37M
38.3K $9.63M
CBSH
Commerce Bancshares Inc

Financial Services
3.36K
+ 37.72%
$58.85 - $68.59 $198K - $231K
12.3K $763K
CLX
Clorox CO

Consumer Defensive
1.7K
+ 57.59%
$141.76 - $162.89 $241K - $277K
4.65K $685K
TCOM
Trip.Com Group LTD

Consumer Cyclical
3.62K
+ 72.3%
$56.68 - $73.5 $205K - $266K
8.62K $548K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
11.3K
+ 48.01%
$12.61 - $14.92 $142K - $168K
34.8K $499K
BAX
Baxter International Inc

Healthcare
3.22K
+ 19.35%
$29.26 - $36.57 $94.3K - $118K
19.9K $680K
MEDP
Medpace Holdings, Inc.

Healthcare
1.75K
+ 14.21%
$304.69 - $360.97 $532K - $630K
14K $4.28M
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.47K
+ 48.12%
$157.11 - $206.52 $231K - $304K
4.53K $760K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.1K
+ 11.0%
$81.83 - $82.73 $172K - $173K
21.1K $1.75M
ROP
Roper Technologies Inc

Industrials
121
+ 7.57%
$502.71 - $593.81 $60.8K - $71.9K
1.72K $1.01M
CAH
Cardinal Health Inc

Healthcare
194
+ 2.46%
$118.02 - $137.77 $22.9K - $26.7K
8.09K $1.11M
KKR
Kkr & Co. Inc.

Financial Services
2.25K
+ 92.41%
$108.17 - $167.07 $243K - $376K
4.69K $541K
DKNG
Draft Kings Inc.

Consumer Cyclical
6.89K
+ 47.11%
$33.21 - $53.49 $229K - $369K
21.5K $714K
VOD
Vodafone Group Public LTD CO

Communication Services
3.82K
+ 2.5%
$8.05 - $9.86 $30.7K - $37.6K
157K $1.47M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.27K
+ 24.75%
$25.81 - $28.52 $136K - $150K
26.6K $732K
GIS
General Mills Inc

Consumer Defensive
4.45K
+ 17.13%
$57.56 - $65.3 $256K - $290K
30.4K $1.82M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
418
+ 0.71%
$27.4 - $30.58 $11.5K - $12.8K
59K $1.79M
XEL
Xcel Energy Inc

Utilities
1.29K
+ 6.57%
$63.37 - $72.1 $81.8K - $93.1K
20.9K $1.48M
NI
Nisource Inc.

Utilities
1.46K
+ 5.06%
$35.57 - $41.23 $52K - $60.2K
30.3K $1.22M
OKTA
Okta, Inc.

Technology
747
+ 26.7%
$78.83 - $116.72 $58.9K - $87.2K
3.55K $373K
EMR
Emerson Electric CO

Industrials
1.65K
+ 77.22%
$108.64 - $131.17 $179K - $217K
3.79K $415K
DTE
Dte Energy CO

Utilities
515
+ 11.36%
$117.6 - $138.27 $60.6K - $71.2K
5.05K $698K
FCX
Freeport Mcmoran Inc

Basic Materials
3.99K
+ 38.36%
$34.5 - $43.01 $138K - $171K
14.4K $544K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
144
+ 0.19%
$11.66 - $14.98 $1.68K - $2.16K
75.2K $1.02M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.51K
+ 10.92%
$63.91 - $70.19 $96.6K - $106K
15.4K $1.03M
IFRA
Ishares Tr

ETFs
3.39K
+ 29.85%
$44.8 - $49.25 $152K - $167K
14.7K $663K
OTIS
Otis Worldwide Corp

Industrials
1.07K
+ 42.04%
$90.77 - $104.01 $97.1K - $111K
3.62K $373K
FLEX
Flex Ltd.

Technology
5.57K
+ 60.41%
$32.92 - $44.46 $183K - $248K
14.8K $489K
AVT
Avnet Inc

Technology
6.45K
+ 15.64%
$46.61 - $54.65 $300K - $352K
47.7K $2.29M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.44K
+ 12.34%
$65.44 - $70.64 $94.1K - $102K
13.1K $894K
EMB
Ishares Tr

ETFs
696
+ 1.59%
$88.64 - $92.03 $61.7K - $64.1K
44.6K $4.04M
HCA
Hca Healthcare, Inc.

Healthcare
238
+ 22.91%
$296.7 - $345.55 $70.6K - $82.2K
1.28K $441K
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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