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
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
10
+ 5.43%
$1227.6 - $1458.46 $12.3K - $14.6K
194 $261K
PWR
Quanta Services, Inc.

Industrials
644
+ 29.47%
$236.71 - $358.03 $152K - $231K
2.83K $719K
OTTR
Otter Tail Corp

Utilities
104
+ 3.47%
$72.43 - $83.38 $7.53K - $8.67K
3.1K $249K
NGG
National Grid PLC

Utilities
74
+ 2.01%
$56.13 - $65.61 $4.15K - $4.86K
3.75K $246K
CMI
Cummins Inc

Industrials
249
+ 17.55%
$312.92 - $386.07 $77.9K - $96.1K
1.67K $522K
IJK
Ishares S&P Midcap 400 Growth

ETFs
904
+ 14.35%
$81.62 - $96.63 $73.8K - $87.4K
7.2K $599K
IJS
Ishares S&P Smallcap 600 Value

ETFs
850
+ 16.31%
$96.3 - $112.23 $81.9K - $95.4K
6.06K $590K
AIZ
Assurant, Inc.

Financial Services
201
+ 3.35%
$198.92 - $218.67 $40K - $44K
6.2K $1.3M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
83
+ 0.23%
$24.73 - $25.62 $2.05K - $2.13K
35.9K $916K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
793
+ 17.54%
$77.33 - $90.16 $61.3K - $71.5K
5.31K $416K
USXF
Ishares Esg Advanced Msci Usa

Technology
1.22K
+ 9.45%
$46.38 - $52.65 $56.6K - $64.3K
14.1K $660K
POWI
Power Integrations Inc

Technology
15.9K
+ 22.68%
$50.5 - $66.7 $801K - $1.06M
85.7K $4.33M
MAN
Manpower Group Inc.

Industrials
273
+ 4.09%
$53.77 - $62.66 $14.7K - $17.1K
6.95K $402K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
682
+ 6.95%
$120.24 - $134.3 $82K - $91.6K
10.5K $1.28M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
276
+ 5.56%
$40.79 - $42.32 $11.3K - $11.7K
5.24K $220K
WHD
Cactus, Inc.

Energy
16.9K
+ 27.74%
$43.48 - $63.78 $736K - $1.08M
78K $3.57M
AINV
Apollo Investment Corp

Financial Services
945
+ 3.3%
N/A
29.5K $328K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2
+ 0.01%
$21.23 - $22.14 $42.5 - $44.3
22.3K $492K
FHI
Federated Hermes, Inc.

Financial Services
261
+ 3.78%
$37.58 - $41.51 $9.81K - $10.8K
7.17K $292K
CTSH
Cognizant Technology Solutions Corp

Technology
227
+ 0.91%
$75.32 - $90.7 $17.1K - $20.6K
25.2K $1.93M
ROK
Rockwell Automation, Inc

Industrials
99
+ 13.13%
$255.29 - $303.75 $25.3K - $30.1K
853 $220K
LANC
Lancaster Colony Corp

Consumer Defensive
1
+ 0.04%
$166.07 - $196.44 $166 - $196
2.35K $411K
MS
Morgan Stanley

Financial Services
2.16K
+ 7.88%
$111.68 - $141.08 $241K - $304K
29.5K $3.44M
HLNE
Hamilton Lane Inc

Financial Services
5
+ 0.13%
$137.87 - $170.18 $689 - $851
3.99K $593K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
434
+ 2.13%
$58.09 - $67.05 $25.2K - $29.1K
20.8K $1.25M
Fidelity Covington Trust
98.5K
+ 767.01%
N/A
111K $0
Doubleline ETF Trust
30.8K
+ 206.89%
N/A
45.6K $0
Fidelity Wise Origin Bitcoin
1.23K
+ 31.16%
N/A
5.17K $0
CRH.L
Crh PLC

Basic Materials
670
+ 14.69%
N/A
5.23K $0
Ge Healthcare Technologies I
6.16K
+ 171.44%
N/A
9.75K $0
Corpay Inc
745
+ 61.98%
N/A
1.95K $0
NLOK
Norton Life Lock Inc.

Technology
6
+ 0.07%
N/A
8.82K $189K
Fidelity Covington Trust
8
+ 0.09%
N/A
8.69K $0
Coherent Corp
302
+ 1.07%
N/A
28.4K $0
American Beacon Select Funds
31.2K
+ 148.08%
N/A
52.3K $0
Vaneck Bitcoin ETF
7.71K
+ 62.62%
N/A
20K $0
AMG
Affiliated Managers Group, Inc.

Financial Services
133
+ 10.18%
$154.65 - $189.71 $20.6K - $25.2K
1.44K $241K
Doubleline ETF Trust
33.2K
+ 6.01%
N/A
584K $0
Siriusxm Holdings Inc
57.3K
+ 101.01%
N/A
114K $0
Ge Vernova Inc
5.61K
+ 214.95%
N/A
8.21K $0
CARY
Angel Oak Fds Tr Income Etf(De
5.58K
+ 0.72%
N/A
778K $0
Empire St Rlty Op L P
7.63K
+ 53.05%
N/A
22K $0
UYLD
Angel Oak Fds Tr Ultrashort In
29.9K
+ 8.12%
N/A
398K $0
MOGA
Moog Inc Cla
1.45K
+ 3.89%
N/A
38.7K $0
Matthews Intl Fds
2.75K
+ 2.5%
N/A
112K $0
Matthews Intl Fds
169
+ 0.3%
N/A
56.4K $0
Brookfield Corp
446
+ 2.73%
N/A
16.8K $0
Profesionally Managed Portfo
31.1K
+ 29.8%
N/A
135K $0
Knife River Corp
6.06K
+ 6.79%
N/A
95.3K $0
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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