Congress Wealth Management LLC New Holdings in Q2 2025

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JHSC
John Hancock ETF Tr Multifacto

ETFs
15.7K
New
$32.47 - $39.09 $510K - $614K
15.7K $613K
VEEV
Veeva Systems Inc

Healthcare
2.12K
New
$209.39 - $289.94 $444K - $615K
2.12K $611K
SEE
Sealed Air Corp

Consumer Cyclical
18.6K
New
$23.93 - $32.95 $445K - $613K
18.6K $577K
INSM
Insmed Inc

Healthcare
5.72K
New
$64.81 - $105.9 $371K - $606K
5.72K $575K
FDN
First Tr Fd Dow Jones

ETFs
2.1K
New
$200.29 - $269.33 $421K - $566K
2.1K $566K
AFRM
Affirm Holdings, Inc.

Technology
8.2K
New
$35.75 - $69.14 $293K - $567K
8.2K $566K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
36.8K
New
$11.9 - $15.57 $438K - $573K
36.8K $565K
HSBC
Hsbc Holdings PLC

Financial Services
9.13K
New
$46.68 - $61.09 $426K - $558K
9.13K $555K
SIXA
Exchange Traded Concepts Tr Et

ETFs
11.4K
New
$42.08 - $48.5 $481K - $554K
11.4K $554K
EL
Estee Lauder Companies Inc

Consumer Defensive
6.83K
New
$50.06 - $80.8 $342K - $552K
6.83K $552K
GWW
W.W. Grainger, Inc.

Industrials
501
New
$919.93 - $1101.66 $461K - $552K
501 $521K
PSA
Public Storage

Real Estate
1.75K
New
$266.31 - $309.77 $466K - $542K
1.75K $513K
FN
Fabrinet

Technology
1.74K
New
$171.03 - $298.93 $298K - $520K
1.74K $512K
UFPI
Ufp Industries Inc

Basic Materials
5.02K
New
$94.93 - $109.1 $476K - $547K
5.02K $498K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
20.3K
New
$18.77 - $27.82 $382K - $565K
20.3K $494K
BHP
Bhp Group LTD

Basic Materials
10.1K
New
$40.22 - $50.88 $405K - $513K
10.1K $484K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
13.4K
New
$28.33 - $36.72 $379K - $491K
13.4K $483K
AOA
Ishares Tr Core Aggressive All

ETFs
5.7K
New
$69.46 - $83.4 $396K - $475K
5.7K $475K
HP
Helmerich & Payne, Inc.

Energy
31.3K
New
$15.16 - $26.78 $474K - $837K
31.3K $473K
PRF
Invesco Exchange Traded Fd Tr

ETFs
11.2K
New
$35.77 - $42.27 $399K - $471K
11.2K $471K
NU
Nu Holdings Ltd.

Financial Services
33K
New
$9.6 - $13.72 $317K - $453K
33K $453K
HPQ
Hp Inc

Technology
18.3K
New
$21.88 - $29.32 $400K - $536K
18.3K $446K
DLR
Digital Realty Trust, Inc.

Real Estate
2.54K
New
$136.11 - $177.69 $346K - $452K
2.54K $443K
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.12K
New
$283.31 - $388.96 $318K - $436K
1.12K $420K
FNF
Fidelity National Financial, Inc.

Financial Services
7.28K
New
$53.62 - $66.59 $390K - $485K
7.28K $408K
IMTM
Ishares Msci Intl Momentum Fac

ETFs
8.93K
New
$36.01 - $45.69 $322K - $408K
8.93K $408K
FE
Firstenergy Corp

Utilities
9.86K
New
$38.31 - $43.17 $378K - $425K
9.86K $396K
LYTS
Lsi Industries Inc

Technology
23K
New
$14.31 - $17.43 $330K - $402K
23K $391K
VST
Vistra Corp.

Utilities
2K
New
$98.07 - $195.04 $196K - $389K
2K $386K
KN
Knowles Corp

Technology
21.7K
New
$12.76 - $17.97 $277K - $390K
21.7K $382K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
12.2K
New
$21.88 - $31.06 $267K - $379K
12.2K $375K
AADR
Advisorshares Dorsey Wright Ad

ETFs
4.42K
New
$62.48 - $80.28 $276K - $355K
4.42K $349K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
33K
New
$8.65 - $10.52 $285K - $347K
33K $347K
IHF
Ishares Tr

ETFs
7.08K
New
$46.2 - $54.6 $327K - $386K
7.08K $344K
NOMD
Nomad Foods LTD

Consumer Defensive
20.2K
New
$16.89 - $20.13 $341K - $407K
20.2K $343K
FLMI
Franklin Dynamic Municipal Bon

ETFs
13.9K
New
$23.57 - $24.6 $329K - $343K
13.9K $338K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
3.83K
New
$71.94 - $86.02 $276K - $330K
3.83K $328K
KMX
Carmax Inc

Consumer Cyclical
4.88K
New
$62.27 - $82.77 $304K - $404K
4.88K $327K
PAC
Pacific Airport Group

Industrials
1.42K
New
$175.11 - $238.95 $249K - $340K
1.42K $326K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.36K
New
$164.46 - $237.28 $224K - $324K
1.36K $323K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.16K
New
$179.95 - $278.88 $209K - $323K
1.16K $323K
WTRG
Essential Utilities, Inc.

Utilities
8.67K
New
$36.92 - $41.39 $320K - $359K
8.67K $322K
PPG
Ppg Industries Inc

Basic Materials
2.77K
New
$91.66 - $115.04 $254K - $318K
2.77K $314K
CCJ
Cameco Corp

Energy
4.23K
New
$36.68 - $74.46 $155K - $315K
4.23K $313K
SAN
Banco Santander, S.A.

Financial Services
36.4K
New
$5.72 - $8.32 $208K - $303K
36.4K $301K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
4.2K
New
$40.51 - $71.03 $170K - $298K
4.2K $294K
MYE
Myers Industries Inc

Consumer Cyclical
20K
New
$9.13 - $14.87 $183K - $298K
20K $290K
CRDO
Credo Technology Group Holding LTD

Technology
3.12K
New
$33.3 - $95.05 $104K - $296K
3.12K $288K
L
Loews Corp

Financial Services
3.1K
New
$80.89 - $92.09 $251K - $286K
3.1K $284K
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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