Congress Wealth Management LLC New Holdings in Q1 2025

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TPG
Tpg Inc.

Financial Services
775K
New
$46.15 - $69.77 $35.8M - $54.1M
775K $36.8M
TPL
Texas Pacific Land Corp

Energy
24.1K
New
$1180.08 - $1431.01 $28.4M - $34.5M
24.1K $31.9M
CGXU
Capital Group Intl Focus Equit

ETFs
588K
New
$24.48 - $26.59 $14.4M - $15.6M
588K $14.4M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
106K
New
$110.9 - $132.93 $11.7M - $14M
106K $12M
FNDX
Schwab Fundamental U S Large C

ETFs
481K
New
$23.03 - $25.01 $11.1M - $12M
481K $11.4M
FNDF
Schwab Fundamental Intl Large

ETFs
305K
New
$32.9 - $37.45 $10M - $11.4M
305K $11M
MGK
Vanguard Mega Cap Growth ETF

ETFs
35K
New
$307.43 - $357.48 $10.8M - $12.5M
35K $10.8M
GWRE
Guidewire Software, Inc.

Technology
57K
New
$166.74 - $218.22 $9.5M - $12.4M
57K $10.7M
IWY
Ishares Tr Russell 200 Growth

ETFs
49.6K
New
$210.19 - $243.33 $10.4M - $12.1M
49.6K $10.5M
HLI
Houlihan Lokey, Inc.

Financial Services
63.8K
New
$154.43 - $187.4 $9.84M - $11.9M
63.8K $10.3M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
95.1K
New
N/A
95.1K $8.16M
SAFT
Safety Insurance Group Inc

Financial Services
91.7K
New
$75.27 - $82.53 $6.9M - $7.57M
91.7K $7.23M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
233K
New
$25.98 - $28.41 $6.06M - $6.63M
233K $6.42M
TILE
Interface Inc

Consumer Cyclical
313K
New
$18.26 - $25.12 $5.71M - $7.86M
313K $6.21M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
124K
New
$49.34 - $55.91 $6.1M - $6.91M
124K $6.2M
MSCI
Msci Inc.

Financial Services
10.6K
New
$541.46 - $628.34 $5.72M - $6.64M
10.6K $5.97M
IGLB
Ishares 10+ Year Investment Gr

ETFs
118K
New
$48.32 - $51.22 $5.7M - $6.05M
118K $5.93M
INSP
Inspire Medical Systems, Inc.

Healthcare
34.4K
New
$157.24 - $215.42 $5.41M - $7.41M
34.4K $5.48M
IYK
Ishares U.S. Consumer Staples

ETFs
72.1K
New
$63.29 - $71.8 $4.56M - $5.18M
72.1K $5.16M
MDB
Mongo Db, Inc.

Technology
20.1K
New
$175.4 - $298.52 $3.52M - $5.99M
20.1K $3.52M
DUOL
Duolingo, Inc.

Technology
10.6K
New
$272.49 - $441.39 $2.89M - $4.69M
10.6K $3.3M
RECS
Columbia ETF Tr I

ETFs
90K
New
$32.64 - $36.08 $2.94M - $3.25M
90K $2.99M
ICVT
Ishares Tr Convertible Bond Et

ETFs
35.5K
New
$83.18 - $89.27 $2.95M - $3.17M
35.5K $2.97M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
89.7K
New
$32.42 - $36.13 $2.91M - $3.24M
89.7K $2.96M
CWAN
Clearwater Analytics Holdings, Inc.

Technology
110K
New
$25.9 - $31.26 $2.84M - $3.43M
110K $2.94M
JCPB
J P Morgan Exchange Traded Fd

ETFs
60.2K
New
$45.56 - $47.23 $2.74M - $2.84M
60.2K $2.83M
SPGI
S&P Global Inc.

Financial Services
5.38K
New
$478.26 - $543.77 $2.57M - $2.93M
5.38K $2.73M
GLNG
Golar Lng LTD

Energy
68.6K
New
$31.34 - $43.84 $2.15M - $3.01M
68.6K $2.61M
VIS
Vanguard Industrial ETF

ETFs
10.4K
New
$243.63 - $273.99 $2.53M - $2.85M
10.4K $2.57M
ESTC
Elastic N.V.

Technology
27.6K
New
$89.1 - $117.76 $2.46M - $3.25M
27.6K $2.46M
VOT
Vanguard Mid Cap Growth Index

ETFs
9.81K
New
$237.72 - $276.98 $2.33M - $2.72M
9.81K $2.4M
XSMO
Invesco S&P Smallcap Momentum

ETFs
37.1K
New
$59.97 - $70.03 $2.22M - $2.6M
37.1K $2.33M
MGC
Vanguard Mega Cap ETF

ETFs
10.8K
New
$199.2 - $222.69 $2.16M - $2.42M
10.8K $2.18M
EMLP
First Tr Exchange Traded Iv

ETFs
53.4K
New
$35.79 - $38.28 $1.91M - $2.04M
53.4K $2M
HE
Hawaiian Electric Industries Inc

Utilities
179K
New
$8.18 - $11.46 $1.46M - $2.05M
179K $1.96M
XLG
Invesco Exchange Traded Fd Tr

ETFs
41.2K
New
$45.72 - $51.73 $1.89M - $2.13M
41.2K $1.9M
ABC
Amerisourcebergen Corp

Healthcare
9.65K
New
N/A
9.65K $1.79M
CBOE
Cboe Global Markets, Inc.

Financial Services
7.82K
New
$190.84 - $226.29 $1.49M - $1.77M
7.82K $1.77M
FNDE
Schwab Fundamental Emerging Mk

ETFs
57.1K
New
$28.11 - $32.0 $1.61M - $1.83M
57.1K $1.76M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
31.5K
New
$51.45 - $58.51 $1.62M - $1.85M
31.5K $1.63M
UITB
Usaa ETF Tr Core Intermediate

ETFs
34.6K
New
$45.41 - $47.18 $1.57M - $1.63M
34.6K $1.62M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
33.4K
New
$47.59 - $48.35 $1.59M - $1.61M
33.4K $1.61M
IXC
Ishares Tr Global Energy ETF

ETFs
37.6K
New
$38.48 - $42.16 $1.45M - $1.58M
37.6K $1.58M
APP
App Lovin Corp

Technology
5.84K
New
$238.08 - $510.13 $1.39M - $2.98M
5.84K $1.55M
CDAY
Ceridian Hcm Holding Inc.

Technology
22.4K
New
N/A
22.4K $1.45M
HEFA
Ishares Currency Hedged Msci E

ETFs
39.6K
New
$34.83 - $37.52 $1.38M - $1.48M
39.6K $1.44M
ZWS
Zurn Water Solutions Corp

Industrials
42.9K
New
$32.38 - $39.44 $1.39M - $1.69M
42.9K $1.42M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
25.5K
New
$42.3 - $53.69 $1.08M - $1.37M
25.5K $1.33M
MSGS
Madison Square Garden Sports Corp.

Communication Services
6.72K
New
$185.75 - $223.33 $1.25M - $1.5M
6.72K $1.31M
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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