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
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.49K
+ 19.38%
$108.02 - $120.45 $161K - $180K
9.2K $1.01M
CNMD
Conmed Corp

Healthcare
3.19K
+ 36.45%
$57.6 - $74.0 $184K - $236K
11.9K $720K
MTB
M&T Bank Corp

Financial Services
769
+ 43.3%
$170.47 - $201.98 $131K - $155K
2.55K $454K
LHX
L3 Harris Technologies, Inc.

Industrials
544
+ 33.56%
$194.65 - $222.86 $106K - $121K
2.17K $453K
CARR
Carrier Global Corp

Industrials
2.22K
+ 35.28%
$62.07 - $70.55 $137K - $156K
8.49K $538K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.24K
+ 39.22%
$68.32 - $75.06 $84.8K - $93.1K
4.41K $329K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
322
+ 6.62%
$408.78 - $448.82 $132K - $145K
5.19K $2.18M
AMP
Ameriprise Financial Inc

Financial Services
722
+ 14.05%
$472.29 - $575.13 $341K - $415K
5.86K $2.84M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.76K
+ 37.41%
$36.63 - $37.45 $101K - $103K
10.1K $372K
WERN
Werner Enterprises Inc

Industrials
15.6K
+ 28.74%
$29.25 - $38.23 $456K - $596K
69.8K $2.05M
SDG
Ishares Trust Ishares Msci Glo

ETFs
1.21K
+ 22.86%
$69.64 - $76.33 $84.5K - $92.7K
6.52K $472K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
424
+ 0.33%
$13.05 - $13.97 $5.53K - $5.92K
128K $1.74M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.21K
+ 1.85%
$28.55 - $29.09 $63K - $64.2K
122K $3.51M
ITUB
Itau Unibanco Holding S.A.

Financial Services
10.8K
+ 20.99%
$4.87 - $6.28 $52.5K - $67.7K
62.1K $341K
JNK
Spdr Bloomberg High Yield Bond

ETFs
916
+ 19.94%
$94.86 - $97.12 $86.9K - $89K
5.51K $525K
IYT
Ishares Tr U.S. Transportation

ETFs
2K
+ 16.84%
$63.37 - $73.39 $126K - $146K
13.8K $886K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
940
+ 27.58%
$90.0 - $96.32 $84.6K - $90.5K
4.35K $401K
NRG
Nrg Energy, Inc.

Utilities
637
+ 16.38%
$84.82 - $113.33 $54K - $72.2K
4.53K $431K
GS
Goldman Sachs Group Inc

Financial Services
2.71K
+ 5.09%
$524.81 - $672.19 $1.42M - $1.82M
55.9K $30.5M
FR
First Industrial Realty Trust Inc

Real Estate
450
+ 4.22%
$48.46 - $57.99 $21.8K - $26.1K
11.1K $599K
HYXF
Ishares Tr Esg Advanced High Y

ETFs
1.27K
+ 12.06%
$46.06 - $46.94 $58.3K - $59.4K
11.8K $544K
TFC
Truist Financial Corp

Financial Services
3.75K
+ 8.92%
$39.48 - $48.15 $148K - $180K
45.8K $1.88M
CHTR
Charter Communications, Inc.

Communication Services
119
+ 19.32%
$334.89 - $384.77 $39.9K - $45.8K
735 $270K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
1.26K
+ 13.57%
$36.46 - $39.46 $46K - $49.8K
10.6K $404K
ICLN
Ishares

ETFs
4.88K
+ 35.79%
$10.94 - $11.86 $53.4K - $57.9K
18.5K $211K
VRSK
Verisk Analytics, Inc.

Industrials
100
+ 9.17%
$268.63 - $301.33 $26.9K - $30.1K
1.19K $354K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.07K
+ 5.19%
$30.35 - $33.16 $32.4K - $35.4K
21.6K $691K
EBAY
Ebay Inc

Consumer Cyclical
303
+ 5.6%
$61.61 - $70.93 $18.7K - $21.5K
5.72K $387K
HIG
Hartford Financial Services Group, Inc.

Financial Services
132
+ 5.48%
$106.31 - $123.73 $14K - $16.3K
2.54K $314K
EUSB
Ishares Tr Esg Advanced Total

Technology
936
+ 7.29%
$42.05 - $43.43 $39.4K - $40.7K
13.8K $596K
BKNG
Booking Holdings Inc.

Consumer Cyclical
26
+ 13.33%
$4295.4 - $5141.88 $112K - $134K
221 $1.02M
IWN
Ishares Russell2000 Val ETF

ETFs
3.46K
+ 9.66%
$149.27 - $169.4 $517K - $586K
39.3K $5.93M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
2.03K
+ 18.66%
$38.41 - $44.06 $78K - $89.5K
12.9K $504K
SNA
Snap On Inc

Industrials
192
+ 2.94%
$324.09 - $358.62 $62.2K - $68.9K
6.73K $2.27M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
236
+ 8.17%
$98.98 - $113.18 $23.4K - $26.7K
3.12K $353K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
187
+ 0.39%
$23.18 - $24.68 $4.33K - $4.62K
47.8K $1.16M
ES
Eversource Energy

Utilities
298
+ 5.24%
$55.63 - $63.8 $16.6K - $19K
5.98K $371K
SRE
Sempra Energy

Utilities
1.76K
+ 35.44%
$67.85 - $87.67 $120K - $155K
6.74K $481K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
361
+ 4.28%
$120.5 - $145.97 $43.5K - $52.7K
8.79K $1.16M
CNI
Canadian National Railway CO

Industrials
708
+ 10.16%
$95.46 - $106.79 $67.6K - $75.6K
7.68K $748K
HYG
Ishares Tr

ETFs
422
+ 1.86%
$78.51 - $80.11 $33.1K - $33.8K
23.1K $1.82M
MSI
Motorola Solutions, Inc.

Technology
341
+ 7.48%
$411.73 - $482.1 $140K - $164K
4.9K $2.14M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
726
+ 9.38%
$50.48 - $51.04 $36.6K - $37.1K
8.47K $429K
EFX
Equifax Inc

Industrials
238
+ 11.9%
$235.63 - $278.34 $56.1K - $66.2K
2.24K $545K
BTI
British American Tobacco P.L.C.

Consumer Defensive
134
+ 2.29%
$35.35 - $42.74 $4.74K - $5.73K
5.98K $247K
THC
Tenet Healthcare Corp

Healthcare
1
+ 0.03%
$119.51 - $144.98 $120 - $145
3.99K $536K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.24K
+ 11.65%
$23.56 - $24.16 $29.1K - $29.8K
11.8K $284K
PRI
Primerica, Inc.

Financial Services
79
+ 10.17%
$271.41 - $296.43 $21.4K - $23.4K
856 $243K
AER
Aer Cap Holdings N.V.

Industrials
135
+ 5.23%
$94.11 - $105.78 $12.7K - $14.3K
2.71K $277K
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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