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
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7.56K
New
$89.18 - $104.04 $674K - $787K
7.56K $692K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.37K
New
$196.12 - $229.48 $661K - $774K
3.37K $681K
MTX
Minerals Technologies Inc

Basic Materials
10.7K
New
$63.57 - $77.67 $681K - $832K
10.7K $681K
CFG
Citizens Financial Group Inc

Financial Services
16.2K
New
$39.73 - $48.36 $645K - $785K
16.2K $665K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.91K
New
$65.27 - $71.18 $647K - $705K
9.91K $657K
RVMD
Revolution Medicines, Inc.

Healthcare
18.5K
New
$35.36 - $44.42 $654K - $822K
18.5K $654K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
6.67K
New
$95.53 - $112.45 $637K - $750K
6.67K $645K
DFS
Discover Financial Services

Financial Services
3.77K
New
$152.99 - $203.25 $576K - $766K
3.77K $643K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11.5K
New
$54.25 - $57.64 $624K - $663K
11.5K $633K
BUG
Global X Fds Cybersecurity ETF

ETFs
19.5K
New
$31.56 - $36.78 $614K - $716K
19.5K $629K
COIN
Coinbase Global, Inc.

Technology
3.62K
New
$172.23 - $301.3 $623K - $1.09M
3.62K $623K
MPLX
Mplx LP

Energy
11.6K
New
$47.88 - $54.65 $557K - $636K
11.6K $623K
FPE
First Tr Pfd Secs & Income ETF

ETFs
35.3K
New
$17.53 - $17.87 $619K - $631K
35.3K $620K
FLRN
Spdr Bloomberg Investment Grad

ETFs
20K
New
$30.71 - $30.87 $614K - $617K
20K $616K
F
Ford Motor CO

Consumer Cyclical
61K
New
$9.12 - $10.43 $557K - $637K
61K $612K
VRNT
Verint Systems Inc

Technology
18.7K
New
N/A
18.7K $609K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
25.2K
New
$21.64 - $23.93 $546K - $604K
25.2K $603K
PFGC
Performance Food Group CO

Consumer Defensive
7.5K
New
$74.86 - $90.93 $562K - $682K
7.5K $589K
ICF
Ishares Tr

ETFs
9.48K
New
$57.98 - $63.8 $550K - $605K
9.48K $583K
VLY
Valley National Bancorp

Financial Services
65.6K
New
$8.56 - $10.42 $561K - $683K
65.6K $583K
OXY
Occidental Petroleum Corp

Energy
11.8K
New
$45.45 - $52.7 $534K - $620K
11.8K $580K
LYB
Lyondell Basell Industries N.V.

Basic Materials
8.12K
New
$69.82 - $78.67 $567K - $639K
8.12K $571K
PLRX
Pliant Therapeutics, Inc.

Healthcare
422K
New
$1.35 - $13.53 $570K - $5.71M
422K $570K
WPC
W. P. Carey Inc.

Real Estate
8.94K
New
$53.5 - $65.05 $478K - $582K
8.94K $564K
WDC
Western Digital Corp

Technology
13.9K
New
$40.43 - $72.03 $563K - $1M
13.9K $563K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
11K
New
$45.62 - $51.12 $502K - $562K
11K $559K
RSG
Republic Services, Inc.

Industrials
2.31K
New
$200.09 - $242.16 $461K - $558K
2.31K $558K
SWKS
Skyworks Solutions, Inc.

Technology
8.55K
New
$64.12 - $93.96 $548K - $803K
8.55K $552K
AGI
Alamos Gold Inc

Basic Materials
20.6K
New
$18.69 - $26.74 $384K - $550K
20.6K $549K
JXN
Jackson Financial Inc.

Financial Services
6.53K
New
$79.36 - $97.88 $518K - $639K
6.53K $546K
USTB
Victory Portfolios Ii Victorys

ETFs
10.7K
New
$50.08 - $50.71 $535K - $542K
10.7K $541K
EQT
Eqt Corp

Energy
10K
New
$46.16 - $54.25 $464K - $545K
10K $536K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.86K
New
$283.06 - $421.16 $526K - $783K
1.86K $525K
RDY
Dr Reddys Laboratories LTD

Healthcare
39K
New
$12.53 - $15.81 $489K - $617K
39K $514K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
12.4K
New
$39.96 - $43.3 $496K - $538K
12.4K $511K
CBT
Cabot Corp

Basic Materials
6K
New
$81.12 - $92.51 $487K - $555K
6K $498K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
25.4K
New
$19.28 - $22.3 $490K - $566K
25.4K $489K
RLAY
Relay Therapeutics, Inc.

Healthcare
186K
New
$2.62 - $4.92 $487K - $915K
186K $487K
MELI
Mercadolibre Inc

Consumer Cyclical
249
New
$1739.0 - $2260.0 $433K - $563K
249 $485K
DIHP
Dimensional ETF Tr Dimensional

ETFs
18K
New
$25.1 - $27.85 $451K - $500K
18K $483K
LNG
Cheniere Energy, Inc.

Energy
2.08K
New
$209.32 - $253.66 $435K - $527K
2.08K $480K
KRE
Spdr S&P Regional Banking ETF

ETFs
8.43K
New
$55.11 - $65.5 $464K - $552K
8.43K $479K
PVAL
Putnam ETF Tr Putnam Focused L
12.5K
New
$36.8 - $39.59 $459K - $494K
12.5K $474K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
20.8K
New
$21.77 - $22.56 $453K - $470K
20.8K $467K
JHML
John Hancock Multifactor Large

ETFs
6.86K
New
$66.07 - $73.03 $453K - $501K
6.86K $462K
EW
Edwards Lifesciences Corp

Healthcare
6.36K
New
$67.95 - $76.19 $432K - $484K
6.36K $460K
DEO
Diageo PLC

Consumer Defensive
4.35K
New
$104.79 - $126.12 $456K - $548K
4.35K $455K
FMC
Fmc Corp

Basic Materials
10.4K
New
$34.54 - $56.38 $358K - $584K
10.4K $437K
FVD
First Tr Value Line Divid Inde

ETFs
9.82K
New
$42.61 - $45.51 $418K - $447K
9.82K $437K
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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