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
FFIV
F5, Inc.

Technology
860
+ 45.89%
$239.25 - $295.9 $206K - $254K
2.73K $804K
NRG
Nrg Energy, Inc.

Utilities
59
+ 1.3%
$83.61 - $162.67 $4.93K - $9.6K
4.58K $736K
SNY
Sanofi

Healthcare
7.23K
+ 110.71%
$47.62 - $55.44 $344K - $401K
13.8K $664K
CDNS
Cadence Design Systems Inc

Technology
519
+ 19.68%
$231.64 - $323.08 $120K - $168K
3.16K $972K
HEFA
Ishares Currency Hedged Msci E

ETFs
6.21K
+ 15.7%
$32.11 - $38.21 $200K - $237K
45.8K $1.74M
KKR
Kkr & Co. Inc.

Financial Services
1.64K
+ 34.99%
$92.79 - $134.29 $152K - $220K
6.33K $841K
FREL
Fidelity Covington Tr Msci Rea

ETFs
12K
+ 19.94%
$24.18 - $27.61 $291K - $332K
72.4K $1.96M
ZS
Zscaler, Inc.

Technology
539
+ 49.04%
$174.67 - $315.32 $94.1K - $170K
1.64K $514K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.34K
+ 91.32%
$83.67 - $109.12 $195K - $255K
4.89K $534K
XSMO
Invesco S&P Smallcap Momentum

ETFs
1.46K
+ 3.93%
$55.15 - $68.11 $80.2K - $99.1K
38.5K $2.62M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
6.12K
+ 30.69%
$45.12 - $46.23 $276K - $283K
26.1K $1.2M
QLYS
Qualys, Inc.

Technology
1.61K
+ 53.76%
$115.21 - $142.87 $185K - $230K
4.6K $657K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
3.03K
+ 16.62%
$48.22 - $60.41 $146K - $183K
21.3K $1.27M
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
350
+ 0.38%
$16.5 - $21.35 $5.78K - $7.47K
93.1K $1.99M
IXN
Ishares Global Information Tec

ETFs
1.57K
+ 20.14%
$65.81 - $92.34 $103K - $145K
9.35K $863K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
6.97K
+ 68.84%
$35.3 - $37.51 $246K - $262K
17.1K $641K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
2.16K
+ 14.05%
$59.98 - $74.92 $129K - $162K
17.5K $1.3M
BC
Brunswick Corp

Consumer Cyclical
4.62K
+ 69.28%
$41.93 - $58.37 $194K - $270K
11.3K $623K
CTRA
Coterra Energy Inc.

Energy
21.1K
+ 27.2%
$22.6 - $29.07 $478K - $615K
98.9K $2.51M
ADBE
Adobe Inc.

Technology
594
+ 6.05%
$340.0 - $420.68 $202K - $250K
10.4K $4.03M
NEM
Newmont Corp

Basic Materials
3.77K
+ 88.5%
$44.18 - $59.46 $167K - $224K
8.03K $467K
RRC
Range Resources Corp

Energy
4.49K
+ 4.29%
$32.1 - $43.23 $144K - $194K
109K $4.44M
HSII
Heidrick & Struggles International Inc

Industrials
5.35K
+ 100.0%
$37.18 - $45.76 $199K - $245K
10.7K $489K
SPYG
Spdr Portfolio

ETFs
464
+ 3.29%
$71.83 - $95.32 $33.3K - $44.2K
14.6K $1.39M
FLEX
Flex Ltd.

Technology
121
+ 0.82%
$26.68 - $50.09 $3.23K - $6.06K
14.9K $744K
NGVT
Ingevity Corp

Basic Materials
5.35K
+ 78.63%
$29.88 - $44.53 $160K - $238K
12.1K $523K
WAL
Western Alliance Bancorporation

Financial Services
2.66K
+ 6.86%
$61.0 - $79.94 $162K - $212K
41.4K $3.23M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
10.9K
+ 4.23%
$22.54 - $23.17 $246K - $253K
269K $6.19M
JHG
Janus Henderson Group PLC

Financial Services
6K
+ 103.91%
$29.47 - $38.84 $177K - $233K
11.8K $457K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
420
+ 3.89%
$60.61 - $87.72 $25.5K - $36.8K
11.2K $952K
ICVT
Ishares Tr Convertible Bond Et

ETFs
180
+ 0.51%
$78.98 - $90.1 $14.2K - $16.2K
35.7K $3.22M
CGCP
Capital Group Core Plus Income

ETFs
10.9K
+ 30.36%
$21.92 - $22.56 $238K - $245K
46.7K $1.05M
HQY
Healthequity, Inc.

Healthcare
1.83K
+ 56.03%
$76.77 - $113.06 $141K - $207K
5.11K $535K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
2.9K
+ 9.2%
$45.88 - $54.4 $133K - $158K
34.4K $1.87M
MSCI
Msci Inc.

Financial Services
211
+ 2.0%
$506.56 - $576.74 $107K - $122K
10.8K $6.21M
LNG
Cheniere Energy, Inc.

Energy
871
+ 41.92%
$197.25 - $244.33 $172K - $213K
2.95K $718K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.52K
+ 51.98%
$120.49 - $141.16 $183K - $214K
4.44K $613K
SLB
Schlumberger Limited

Energy
14.9K
+ 44.33%
$31.95 - $42.2 $476K - $628K
48.5K $1.64M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.69K
+ 12.74%
$82.21 - $83.12 $221K - $224K
23.8K $1.98M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.19K
+ 15.31%
$141.87 - $164.49 $168K - $195K
8.93K $1.47M
OTTR
Otter Tail Corp

Utilities
3.03K
+ 97.49%
$74.62 - $81.76 $226K - $247K
6.13K $472K
VOD
Vodafone Group Public LTD CO

Communication Services
1.75K
+ 1.12%
$8.19 - $10.66 $14.3K - $18.6K
158K $1.69M
CGUS
Capital Group Core Equity ETF
2.55K
+ 7.37%
$29.93 - $36.93 $76.4K - $94.3K
37.2K $1.37M
PKG
Packaging Corp Of America

Consumer Cyclical
1.34K
+ 33.87%
$175.97 - $201.36 $235K - $269K
5.28K $995K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
541
+ 5.16%
$108.06 - $135.3 $58.5K - $73.2K
11K $1.49M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
4.17K
+ 49.17%
$49.79 - $50.75 $207K - $211K
12.6K $641K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
14.8K
+ 19.74%
$10.79 - $14.14 $160K - $210K
90K $1.24M
CMI
Cummins Inc

Industrials
571
+ 34.23%
$267.12 - $336.65 $153K - $192K
2.24K $733K
YUM
Yum Brands Inc

Consumer Cyclical
2.24K
+ 16.89%
$138.36 - $161.45 $310K - $361K
15.5K $2.29M
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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