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
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.08K
New
$75.32 - $84.77 $232K - $261K
3.08K $251K
VNT
Vontier Corp

Technology
7.61K
New
$32.1 - $40.32 $244K - $307K
7.61K $249K
CNC
Centene Corp

Healthcare
4.04K
New
$55.93 - $65.89 $226K - $266K
4.04K $245K
OEF
Ishares S&P 100 ETF

ETFs
911
New
N/A
911 $242K
PCT
Pure Cycle Technologies, Inc.

Industrials
34.7K
New
$6.92 - $10.9 $240K - $378K
34.7K $240K
IYE
Ishares Tr

ETFs
4.89K
New
$45.23 - $49.95 $221K - $244K
4.89K $240K
ESRT
Empire State Realty Trust, Inc.

Real Estate
30.6K
New
$7.82 - $10.26 $239K - $314K
30.6K $239K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.56K
New
$91.68 - $109.93 $235K - $281K
2.56K $239K
PDD
Pinduoduo Inc.

Consumer Cyclical
2.01K
New
$94.68 - $131.34 $190K - $263K
2.01K $237K
SKYY
First Trust Cloud Computing Et

ETFs
2.29K
New
$102.23 - $131.18 $235K - $301K
2.29K $234K
HLN
Haleon PLC

Healthcare
22.5K
New
$9.02 - $10.67 $203K - $240K
22.5K $231K
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.26K
New
$64.35 - $73.03 $210K - $238K
3.26K $227K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.11K
New
$159.75 - $208.61 $177K - $232K
1.11K $226K
CIVI
Civitas Resources, Inc.

Energy
6.35K
New
$32.05 - $54.79 $204K - $348K
6.35K $221K
VTR
Ventas, Inc.

Real Estate
3.2K
New
$56.9 - $70.47 $182K - $226K
3.2K $220K
NFE
New Fortress Energy Inc.

Utilities
26.4K
New
$8.31 - $16.3 $219K - $430K
26.4K $219K
ISCG
Ishares Morningstar Small Cap

ETFs
4.87K
New
$44.44 - $52.05 $216K - $253K
4.87K $219K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.96K
New
$41.61 - $44.72 $206K - $222K
4.96K $214K
QDF
Flexshares Quality Dividend In

ETFs
3.12K
New
$67.19 - $73.37 $210K - $229K
3.12K $213K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
4.45K
New
$46.26 - $47.48 $206K - $211K
4.45K $210K
SE
Sea LTD

Consumer Cyclical
1.59K
New
$104.87 - $146.31 $167K - $233K
1.59K $207K
NEM
Newmont Corp

Basic Materials
4.26K
New
$37.79 - $48.39 $161K - $206K
4.26K $205K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3.32K
New
$59.15 - $62.71 $196K - $208K
3.32K $204K
UUUU
Energy Fuels Inc

Energy
53.3K
New
$3.73 - $5.88 $199K - $313K
53.3K $198K
MLN
Vaneck Long Muni ETF

ETFs
10.6K
New
$17.22 - $18.0 $182K - $190K
10.6K $183K
VTRS
Viatris Inc

Healthcare
20.6K
New
$8.68 - $12.42 $179K - $256K
20.6K $179K
PESI
Perma Fix Environmental Services Inc

Industrials
20.5K
New
$6.96 - $11.37 $143K - $233K
20.5K $149K
WULF
Terawulf Inc.

Financial Services
52K
New
$2.73 - $6.82 $142K - $355K
52K $141K
IREN
Iris Energy LTD

Financial Services
20K
New
$6.07 - $13.18 $121K - $264K
20K $121K
FNGR
Finger Motion, Inc.

Communication Services
73K
New
$1.12 - $1.66 $81.8K - $121K
73K $100K
ESPR
Esperion Therapeutics, Inc.

Healthcare
46.3K
New
$1.44 - $2.34 $66.7K - $108K
46.3K $66K
VVR
Invesco Senior Income Trust

Financial Services
15.4K
New
$3.55 - $4.15 $54.7K - $63.9K
15.4K $57K
HTZ
Hertz Global Holdings, Inc

Industrials
10K
New
$3.3 - $4.5 $33.1K - $45.1K
10K $39K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
13K
New
$2.52 - $2.63 $32.8K - $34.2K
13K $33K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
10.6K
New
$3.0 - $4.24 $31.8K - $44.9K
10.6K $33K
ELDN
Eledon Pharmaceuticals, Inc.

Healthcare
10K
New
$3.35 - $4.83 $33.5K - $48.3K
10K $33K
CHGG
Chegg, Inc

Consumer Defensive
50K
New
$0.62 - $1.81 $31K - $90.5K
50K $32K
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
22K
New
$0.67 - $1.81 $14.8K - $39.9K
22K $14K
CNTX
Context Therapeutics Inc.

Healthcare
15K
New
$0.61 - $1.25 $9.15K - $18.8K
15K $9K
Lineage Inc
9.37K
New
N/A
9.37K $0
Ishares Bitcoin Trust ETF
13K
New
N/A
13K $0
Ciso Global Inc
27.3K
New
N/A
27.3K $0
Gsk PLC
16.8K
New
N/A
16.8K $0
Grayscale Bitcoin Mini Tr Et
7.03K
New
N/A
7.03K $0
Wells Fargo CO New
469
New
N/A
469 $0
Arm Holdings PLC
2.36K
New
N/A
2.36K $0
Maplebear Inc
67.5K
New
N/A
67.5K $0
Blackrock ETF Trust Ii
5.44K
New
N/A
5.44K $0
Concentra Group Holdings Par
11.1K
New
N/A
11.1K $0
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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