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
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
6.97K
New
$33.13 - $40.67 $231K - $283K
6.97K $283K
SEIC
Sei Investments CO

Financial Services
3.12K
New
$66.45 - $89.86 $207K - $280K
3.12K $280K
MHK
Mohawk Industries Inc

Consumer Cyclical
2.68K
New
$97.99 - $117.15 $262K - $313K
2.68K $280K
ILMN
Illumina, Inc.

Healthcare
2.89K
New
$70.3 - $95.41 $203K - $275K
2.89K $275K
NTNX
Nutanix, Inc.

Technology
3.57K
New
$58.17 - $83.07 $208K - $297K
3.57K $273K
AUSF
Global X Fds Adaptive U S Fact

ETFs
6.07K
New
$39.16 - $44.7 $238K - $271K
6.07K $271K
RBLX
Roblox Corp

Communication Services
2.59K
New
$51.22 - $105.59 $132K - $273K
2.59K $271K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
5.24K
New
$49.73 - $51.44 $261K - $270K
5.24K $269K
LBRT
Liberty Energy Inc.

Energy
23.4K
New
$10.0 - $16.08 $234K - $376K
23.4K $268K
DLTR
Dollar Tree, Inc.

Consumer Defensive
2.66K
New
$67.22 - $100.51 $179K - $268K
2.66K $263K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
2.69K
New
$89.4 - $99.04 $241K - $267K
2.69K $260K
VONE
Vanguard Russell 1000 ETF

ETFs
919
New
$225.48 - $280.86 $207K - $258K
919 $258K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.8K
New
N/A
10.8K $256K
PK
Park Hotels & Resorts Inc.

Real Estate
24.5K
New
$8.85 - $11.18 $216K - $273K
24.5K $250K
SWK
Stanley Black & Decker, Inc.

Industrials
3.67K
New
$55.86 - $76.98 $205K - $283K
3.67K $248K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
8.43K
New
$23.44 - $28.85 $197K - $243K
8.43K $243K
WCC
Wesco International Inc

Industrials
1.3K
New
$132.86 - $186.1 $173K - $242K
1.3K $241K
MAS
Masco Corp

Industrials
3.7K
New
$58.73 - $71.06 $217K - $263K
3.7K $238K
ORI
Old Republic International Corp

Financial Services
6.05K
New
$35.25 - $39.79 $213K - $241K
6.05K $232K
AMCR
Amcor PLC

Consumer Cyclical
24.8K
New
$8.57 - $9.81 $212K - $243K
24.8K $227K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
4.41K
New
$39.69 - $51.24 $175K - $226K
4.41K $225K
AVDV
American Centy ETF Tr Avantis

ETFs
2.85K
New
$61.76 - $79.32 $176K - $226K
2.85K $225K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
13.4K
New
$13.71 - $15.46 $183K - $207K
13.4K $206K
DLX
Deluxe Corp

Communication Services
12.7K
New
$13.64 - $16.25 $173K - $206K
12.7K $201K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
3.55K
New
N/A
3.55K $197K
HOPE
Hope Bancorp Inc

Financial Services
14.5K
New
$9.11 - $10.84 $132K - $157K
14.5K $155K
HUN
Huntsman Corp

Basic Materials
12.8K
New
$10.28 - $15.52 $131K - $198K
12.8K $132K
SCWO
374 Water Inc.

Industrials
359K
New
$0.25 - $0.55 $89.9K - $198K
359K $115K
LXP
Lxp Industrial Trust

Real Estate
13.6K
New
$7.22 - $8.85 $98.3K - $120K
13.6K $112K
LPL
Lg Display Co., Ltd.

Technology
16.4K
New
$2.56 - $3.57 $42K - $58.6K
16.4K $56K
WIT
Wipro LTD

Technology
12.9K
New
$2.7 - $3.09 $34.8K - $39.8K
12.9K $38K
BTBT
Bit Digital, Inc

Financial Services
10K
New
$1.73 - $2.69 $17.3K - $26.9K
10K $21K
Exchange Listed Fds Tr
9.13K
New
N/A
9.13K $0
Millrose Pptys Inc
19.3K
New
N/A
19.3K $0
Calamos ETF Tr
7.37K
New
N/A
7.37K $0
Virgin Galactic Holdings Inc
23.1K
New
N/A
23.1K $0
Bitwise Bitcoin ETF Tr
3.89K
New
N/A
3.89K $0
Maze Therapeutics Inc
30.2K
New
N/A
30.2K $0
Calamos ETF Tr
7.97K
New
N/A
7.97K $0
Barrick Mng Corp
13.6K
New
N/A
13.6K $0
JPHY
Jp Morgan High Yield Research

ETFs
74K
New
N/A
74K $0
Amplify ETF Tr
12.4K
New
N/A
12.4K $0
J P Morgan Exchange Traded F
39.1K
New
N/A
39.1K $0
BRNY
Ea Ser Tr Burney Us Factor Rot
161K
New
N/A
161K $0
Cava Group Inc
87.4K
New
N/A
87.4K $0
Ncr Atleos Corporation
9.19K
New
N/A
9.19K $0
Cohen & Steers ETF Trust
24.3K
New
N/A
24.3K $0
Septerna Inc
12.6K
New
N/A
12.6K $0
DGT
Spdr Global Dow ETF
1.46K
New
N/A
1.46K $0
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email