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
OLED
Universal Display Corp Pa

Technology
9.23K
New
$139.48 - $161.59 $1.29M - $1.49M
9.23K $1.29M
EFV
Msci Eafe Value ETF

ETFs
21.3K
New
$51.88 - $60.73 $1.1M - $1.29M
21.3K $1.25M
MDU
Mdu Resources Group Inc

Industrials
72K
New
$16.45 - $18.61 $1.18M - $1.34M
72K $1.22M
DFIS
Dimensional ETF Tr Dimensional

ETFs
46.5K
New
$23.92 - $26.89 $1.11M - $1.25M
46.5K $1.2M
EFG
Msci Eafe Growth ETF

ETFs
12K
New
$96.1 - $106.37 $1.15M - $1.28M
12K $1.2M
CGUS
Capital Group Core Equity ETF
34.7K
New
$33.08 - $36.62 $1.15M - $1.27M
34.7K $1.16M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
23.5K
New
$48.06 - $53.73 $1.13M - $1.26M
23.5K $1.15M
SUN
Sunoco LP

Energy
19.6K
New
$51.29 - $59.25 $1.01M - $1.16M
19.6K $1.14M
KLAC
Kla Corp

Technology
1.67K
New
$636.62 - $777.63 $1.06M - $1.3M
1.67K $1.14M
SPYG
Spdr Portfolio

ETFs
14.1K
New
$80.05 - $92.39 $1.13M - $1.3M
14.1K $1.13M
SBAC
Sba Communications Corp

Real Estate
5.07K
New
$192.76 - $224.91 $977K - $1.14M
5.07K $1.12M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
56.3K
New
$19.43 - $19.62 $1.09M - $1.1M
56.3K $1.1M
MKC
Mccormick & CO Inc

Consumer Defensive
13.4K
New
$71.24 - $84.73 $954K - $1.14M
13.4K $1.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
11.9K
New
$91.45 - $91.75 $1.09M - $1.09M
11.9K $1.09M
CLBK
Columbia Financial, Inc.

Financial Services
72.1K
New
$14.76 - $16.27 $1.06M - $1.17M
72.1K $1.08M
QTEC
First Trust Nasdaq 100 Technol

ETFs
6.09K
New
$173.56 - $210.67 $1.06M - $1.28M
6.09K $1.06M
IVE
Ishares S&P 500 Value ETF

ETFs
5.54K
New
$185.78 - $198.58 $1.03M - $1.1M
5.54K $1.06M
FNDA
Schwab Fundamental U S Small C

ETFs
38.5K
New
$26.87 - $30.99 $1.03M - $1.19M
38.5K $1.05M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
51.4K
New
$20.05 - $20.4 $1.03M - $1.05M
51.4K $1.05M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
10.6K
New
$94.87 - $96.11 $1M - $1.01M
10.6K $1.01M
MKL
Markel Corp

Financial Services
509
New
$1660.14 - $2059.83 $845K - $1.05M
509 $951K
CRK
Comstock Resources Inc

Energy
46.4K
New
$16.92 - $21.52 $785K - $998K
46.4K $943K
ATEC
Alphatec Holdings, Inc.

Healthcare
92.8K
New
$9.06 - $12.53 $841K - $1.16M
92.8K $941K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
19.9K
New
$44.72 - $46.25 $892K - $922K
19.9K $918K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.43K
New
$634.14 - $744.83 $906K - $1.06M
1.43K $905K
EMQQ
Emqq Emerging Markets Internet

ETFs
23.6K
New
$33.17 - $40.71 $784K - $962K
23.6K $901K
SLG
Sl Green Realty Corp

Real Estate
15.4K
New
$55.58 - $68.38 $858K - $1.06M
15.4K $891K
K
Kellogg CO

Consumer Defensive
10.6K
New
$81.06 - $82.9 $862K - $882K
10.6K $877K
CLOU
Global X Fds Cloud Computing E

ETFs
41.6K
New
$20.99 - $26.34 $874K - $1.1M
41.6K $873K
SLV
I Shares Silver Trust

ETFs
28K
New
$26.93 - $31.32 $753K - $876K
28K $866K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
7.88K
New
$106.44 - $113.12 $838K - $891K
7.88K $860K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
20.4K
New
$38.54 - $41.5 $787K - $848K
20.4K $830K
CGCP
Capital Group Core Plus Income

ETFs
35.8K
New
$21.94 - $22.64 $786K - $811K
35.8K $804K
XLU
Utilities Sector Spdr

ETFs
10.2K
New
$74.7 - $80.27 $761K - $817K
10.2K $803K
IQLT
Ishares Msci Intl Quality Fact

ETFs
19.8K
New
$36.91 - $41.03 $731K - $812K
19.8K $785K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
11.4K
New
$68.07 - $78.99 $777K - $902K
11.4K $777K
NEO
Neogenomics Inc

Healthcare
81.6K
New
$9.09 - $18.61 $742K - $1.52M
81.6K $774K
DUHP
Dimensional ETF Tr Dimensional

ETFs
23.4K
New
$32.57 - $35.82 $761K - $836K
23.4K $773K
NUE
Nucor Corp

Basic Materials
6.38K
New
$114.48 - $142.52 $730K - $909K
6.38K $767K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
18.6K
New
$38.5 - $43.78 $716K - $815K
18.6K $765K
WAT
Waters Corp

Healthcare
2.07K
New
$362.16 - $417.28 $750K - $864K
2.07K $762K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
38.2K
New
$19.42 - $19.54 $742K - $747K
38.2K $744K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
40K
New
$18.18 - $18.58 $728K - $744K
40K $742K
DFIC
Dimensional ETF Tr Dimensional

ETFs
26.6K
New
$25.54 - $28.79 $680K - $767K
26.6K $739K
HDV
Ishares Core High Dividend ETF

ETFs
6.07K
New
$110.86 - $121.12 $673K - $735K
6.07K $734K
ET
Energy Transfer LP

Energy
39.1K
New
$17.26 - $21.08 $674K - $824K
39.1K $726K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
35.1K
New
$20.64 - $20.73 $724K - $727K
35.1K $725K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
10.8K
New
$62.43 - $84.12 $675K - $909K
10.8K $704K
PULS
Pgim ETF Tr

ETFs
14.1K
New
$49.56 - $49.78 $697K - $700K
14.1K $699K
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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