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
DFIV
Dimensional ETF Tr

ETFs
11K
New
$35.33 - $40.77 $390K - $450K
11K $434K
RPG
Invesco Exchange Traded Fd Tr

ETFs
11.4K
New
$37.33 - $45.03 $424K - $511K
11.4K $434K
HOG
Harley Davidson, Inc.

Consumer Cyclical
17K
New
$24.13 - $30.02 $410K - $510K
17K $429K
JHMM
John Hancock Multifactor Mid C

ETFs
7.48K
New
$55.69 - $63.12 $416K - $472K
7.48K $428K
HAL
Halliburton CO

Energy
16.8K
New
$24.15 - $29.9 $405K - $501K
16.8K $425K
RACE
Ferrari N.V.

Consumer Cyclical
991
New
$413.73 - $508.15 $410K - $504K
991 $424K
TROX
Tronox Holdings PLC

Basic Materials
60.1K
New
$6.82 - $10.37 $410K - $623K
60.1K $422K
CCI
Crown Castle International Corp

Real Estate
4.04K
New
$84.33 - $106.39 $341K - $430K
4.04K $421K
BIIB
Biogen Inc.

Healthcare
3.03K
New
$133.43 - $153.27 $405K - $465K
3.03K $415K
STX
Seagate Technology Holdings PLC

Technology
4.85K
New
$84.92 - $108.42 $412K - $526K
4.85K $412K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
16K
New
$24.6 - $24.99 $393K - $399K
16K $399K
GM
General Motors CO

Consumer Cyclical
8.5K
New
$45.22 - $54.92 $384K - $467K
8.5K $399K
HSIC
Henry Schein Inc

Healthcare
5.75K
New
$68.49 - $81.91 $394K - $471K
5.75K $393K
PFM
Invesco Exchange Traded Fd Tr

ETFs
8.59K
New
$44.92 - $48.18 $386K - $414K
8.59K $393K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.71K
New
$78.97 - $85.82 $372K - $404K
4.71K $390K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.18K
New
$91.76 - $103.26 $383K - $431K
4.18K $386K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
11.7K
New
$30.44 - $38.49 $357K - $451K
11.7K $383K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.14K
New
$85.29 - $92.57 $353K - $383K
4.14K $376K
AES
Aes Corp

Utilities
30K
New
$9.93 - $13.23 $297K - $396K
30K $372K
CURI
Curiosity Stream Inc.

Communication Services
135K
New
$1.52 - $3.17 $205K - $428K
135K $362K
VLO
Valero Energy Corp

Energy
2.73K
New
$121.76 - $142.99 $333K - $391K
2.73K $360K
SCCO
Southern Copper Corp

Basic Materials
3.77K
New
$85.92 - $101.48 $324K - $383K
3.77K $352K
UAMY
United States Antimony Corp

Basic Materials
160K
New
$1.28 - $2.38 $205K - $381K
160K $352K
PKX
Posco Holdings Inc.

Basic Materials
7.38K
New
$39.82 - $55.32 $294K - $408K
7.38K $350K
VMC
Vulcan Materials CO

Basic Materials
1.49K
New
$220.9 - $277.54 $329K - $414K
1.49K $347K
TDG
Trans Digm Group Inc

Industrials
251
New
$1251.32 - $1394.11 $314K - $350K
251 $347K
DFSV
Dimensional ETF Tr Dimensional

ETFs
11.9K
New
$27.56 - $32.1 $327K - $381K
11.9K $334K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
8.98K
New
$34.25 - $37.6 $308K - $338K
8.98K $330K
PENN
Penn National Gaming Inc

Consumer Cyclical
19.7K
New
$16.23 - $22.73 $319K - $447K
19.7K $320K
WELL
Welltower Inc.

Real Estate
2.06K
New
$124.05 - $156.86 $255K - $323K
2.06K $315K
CMPO
Compo Secure, Inc.

Industrials
28.8K
New
$10.39 - $17.2 $299K - $495K
28.8K $313K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
7.38K
New
$41.26 - $44.98 $304K - $332K
7.38K $309K
ETR
Entergy Corp

Utilities
3.59K
New
$75.26 - $87.89 $270K - $315K
3.59K $306K
PEAK
Healthpeak Properties, Inc.

Real Estate
15.8K
New
N/A
15.8K $299K
IDU
Ishares Tr U S Utils ETF

ETFs
2.93K
New
$95.33 - $102.77 $279K - $301K
2.93K $296K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
11.2K
New
$25.35 - $27.46 $283K - $306K
11.2K $295K
HQY
Healthequity, Inc.

Healthcare
3.27K
New
$84.32 - $114.51 $276K - $375K
3.27K $289K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.65K
New
$142.8 - $176.36 $236K - $292K
1.65K $285K
DISV
Dimensional ETF Tr Dimensional

ETFs
9.63K
New
$26.09 - $30.21 $251K - $291K
9.63K $280K
ACGL
Arch Capital Group Ltd.

Financial Services
2.91K
New
$88.13 - $96.94 $256K - $282K
2.91K $279K
HES
Hess Corp

Energy
1.75K
New
$135.42 - $160.52 $237K - $281K
1.75K $279K
VPN
Global X Fds Data Ctr Reits &

ETFs
17K
New
N/A
17K $270K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.13K
New
$126.86 - $146.45 $270K - $312K
2.13K $270K
VIAV
Viavi Solutions Inc.

Technology
24K
New
$9.71 - $12.8 $233K - $307K
24K $268K
MLI
Mueller Industries Inc

Industrials
3.5K
New
$76.14 - $82.67 $267K - $289K
3.5K $266K
INGR
Ingredion Inc

Consumer Defensive
1.94K
New
$125.6 - $137.36 $244K - $267K
1.94K $262K
MSTR
Microstrategy Inc

Technology
899
New
$239.27 - $396.5 $215K - $356K
899 $259K
INDA
Ishares Msci India Index Fund

ETFs
5K
New
$47.8 - $53.4 $239K - $267K
5K $257K
STLG
Ishares Factors Us Growth Styl

ETFs
5.04K
New
N/A
5.04K $253K
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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