Congress Wealth Management LLC Reduced Holdings in Q1 2025

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
-506K
- 90.62%
$90.37 - $94.08 $45.8M - $47.6M
52.4K $4.92M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-647K
- 36.74%
$40.03 - $46.81 $25.9M - $30.3M
1.11M $45.4M
XLY
Select Sector Spdr Consumer Di

ETFs
-89.8K
- 29.33%
$192.6 - $233.2 $17.3M - $20.9M
217K $42.8M
XLB
Select Sector Spdr Fd Material

ETFs
-294K
- 99.03%
$83.19 - $90.99 $24.4M - $26.7M
2.87K $246K
PAVE
Global X Fds Us Infrastructure

ETFs
-529K
- 31.08%
$37.31 - $43.82 $19.8M - $23.2M
1.17M $44.3M
HON
Honeywell International Inc

Industrials
-104K
- 74.04%
$202.75 - $226.52 $21.2M - $23.7M
36.6K $7.76M
INTU
Intuit Inc

Technology
-26.1K
- 86.47%
$555.63 - $630.23 $14.5M - $16.5M
4.09K $2.51M
SHW
Sherwin Williams CO

Basic Materials
-44.1K
- 83.48%
$330.16 - $365.55 $14.6M - $16.1M
8.73K $3.05M
VVV
Valvoline Inc

Energy
-404K
- 97.96%
$34.44 - $40.19 $13.9M - $16.2M
8.42K $293K
NXPI
Nxp Semiconductors N.V.

Technology
-67.4K
- 89.48%
$189.99 - $245.86 $12.8M - $16.6M
7.92K $1.51M
WTS
Watts Water Technologies Inc

Industrials
-63.4K
- 97.68%
$195.28 - $224.67 $12.4M - $14.2M
1.5K $306K
CHD
Church & Dwight CO Inc

Consumer Defensive
-119K
- 91.21%
$101.42 - $113.2 $12M - $13.4M
11.4K $1.26M
QLYS
Qualys, Inc.

Technology
-85.3K
- 96.61%
$121.57 - $147.7 $10.4M - $12.6M
2.99K $376K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-105K
- 54.68%
$132.75 - $177.12 $13.9M - $18.5M
86.7K $13.2M
IWP
Ishares Russell Mid Cap Growth

ETFs
-77.9K
- 58.29%
$114.9 - $139.6 $8.95M - $10.9M
55.8K $6.55M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-7.62K
- 7.51%
$111.56 - $223.11 $851K - $1.7M
93.8K $10.5M
SPSC
Sps Commerce Inc

Technology
-11.8K
- 8.53%
$123.05 - $197.4 $1.45M - $2.32M
126K $16.8M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-373K
- 12.67%
$27.64 - $28.58 $10.3M - $10.7M
2.57M $73.5M
IYW
Ishares Dj Us Tech ETF

ETFs
-12.4K
- 3.74%
$140.44 - $166.79 $1.74M - $2.07M
319K $44.7M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-19.1K
- 44.28%
$254.58 - $302.92 $4.86M - $5.78M
24K $6.13M
FCN
Fti Consulting, Inc

Industrials
-29.3K
- 67.86%
$160.54 - $198.75 $4.71M - $5.83M
13.9K $2.28M
EME
Emcor Group, Inc.

Industrials
-5.89K
- 13.61%
$361.16 - $535.99 $2.13M - $3.16M
37.4K $13.8M
PSTG
Pure Storage, Inc.

Technology
-34.2K
- 14.1%
$44.27 - $72.37 $1.51M - $2.48M
208K $9.23M
IVV
Ishares Core S&P 500 ETF

ETFs
-7.73K
- 18.37%
$554.06 - $615.85 $4.29M - $4.76M
34.4K $19.3M
VONG
Vanguard Russell 1000 Growth E

ETFs
-2.28K
- 0.47%
$92.71 - $107.38 $211K - $244K
481K $44.6M
NVT
N Vent Electric PLC

Industrials
-21.1K
- 8.41%
$52.42 - $75.4 $1.11M - $1.59M
230K $12M
SAIA
Saia Inc

Industrials
-4.35K
- 13.68%
$349.29 - $508.47 $1.52M - $2.21M
27.5K $9.6M
WST
West Pharmaceutical Services Inc

Healthcare
-4.68K
- 12.67%
$199.11 - $347.87 $932K - $1.63M
32.3K $7.23M
DSGX
Descartes Systems Group Inc

Technology
-25.7K
- 17.13%
$96.4 - $122.5 $2.48M - $3.15M
124K $12.6M
RJF
Raymond James Financial Inc

Financial Services
-16.5K
- 14.23%
$137.62 - $172.64 $2.28M - $2.85M
99.7K $13.8M
EUFN
Ishares Msci Europe Financials

ETFs
-363K
- 30.06%
$23.03 - $29.47 $8.35M - $10.7M
844K $24M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-14.6K
- 14.33%
$102.72 - $143.06 $1.5M - $2.1M
87.6K $9.16M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-2.43K
- 3.21%
$360.07 - $417.26 $876K - $1.02M
73.4K $26.5M
WSM
Williams Sonoma Inc

Consumer Cyclical
-20.5K
- 93.75%
$158.1 - $217.71 $3.25M - $4.47M
1.37K $216K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-20.2K
- 2.07%
$60.05 - $72.21 $1.21M - $1.46M
956K $60M
DT
Dynatrace, Inc.

Technology
-35.2K
- 12.95%
$47.15 - $62.42 $1.66M - $2.19M
236K $11.1M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-397
- 0.58%
$100.91 - $174.52 $40.1K - $69.3K
68.6K $7.37M
CW
Curtiss Wright Corp

Industrials
-3.1K
- 5.56%
$304.82 - $384.07 $943K - $1.19M
52.5K $16.7M
DXCM
Dexcom Inc

Healthcare
-20.7K
- 12.2%
$67.74 - $90.75 $1.4M - $1.87M
149K $10.2M
CSWI
Csw Industrials, Inc.

Industrials
-2.8K
- 8.12%
$283.77 - $396.86 $795K - $1.11M
31.7K $9.24M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-21.4K
- 62.61%
$120.29 - $134.6 $2.58M - $2.88M
12.8K $1.56M
GDDY
Go Daddy Inc.

Technology
-8.54K
- 12.37%
$172.13 - $214.35 $1.47M - $1.83M
60.5K $10.9M
ATR
Aptargroup, Inc.

Healthcare
-13.1K
- 14.88%
$141.7 - $159.83 $1.86M - $2.1M
75K $11.1M
USFD
Us Foods Holding Corp.

Consumer Defensive
-33.1K
- 14.15%
$63.38 - $72.02 $2.1M - $2.39M
201K $13.2M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-25K
- 56.41%
$105.1 - $109.61 $2.62M - $2.74M
19.3K $2.1M
EEM
Ishares Msci Emerging Markets

ETFs
-68.5K
- 34.51%
$40.81 - $45.34 $2.8M - $3.11M
130K $5.68M
EBC
Eastern Bankshares, Inc.

Financial Services
-143K
- 72.81%
$15.29 - $19.15 $2.19M - $2.74M
53.4K $876K
TROW
Price T Rowe Group Inc

Financial Services
-4.34K
- 4.67%
$91.57 - $116.93 $398K - $508K
88.7K $8.15M
LMAT
Lemaitre Vascular Inc

Healthcare
-16.8K
- 14.75%
$78.82 - $104.0 $1.33M - $1.75M
97.3K $8.16M
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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