Congress Wealth Management LLC Reduced Holdings in Q2 2025

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAU
Ishares Gold Trust

ETFs
-26.3K
- 79.98%
$56.1 - $64.74 $1.47M - $1.7M
6.58K $410K
HLI
Houlihan Lokey, Inc.

Financial Services
-13.8K
- 21.66%
$141.59 - $182.75 $1.96M - $2.52M
49.9K $8.99M
MMSI
Merit Medical Systems Inc

Healthcare
-1.65K
- 1.79%
$88.48 - $107.04 $146K - $177K
90.2K $8.44M
BAH
Booz Allen Hamilton Holding Corp

Industrials
-11.9K
- 13.59%
$99.97 - $129.69 $1.19M - $1.54M
75.7K $7.88M
MKTX
Marketaxess Holdings Inc

Financial Services
-6.91K
- 18.04%
$203.19 - $231.09 $1.4M - $1.6M
31.4K $7.01M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-61.8K
- 14.93%
$23.55 - $27.67 $1.46M - $1.71M
352K $9.75M
BA
Boeing CO

Industrials
-10.1K
- 42.57%
$136.59 - $217.51 $1.38M - $2.19M
13.6K $2.85M
WSO
Watsco Inc

Industrials
-1.76K
- 65.38%
$421.84 - $520.66 $743K - $917K
933 $412K
IBN
Icici Bank LTD

Financial Services
-30.3K
- 50.45%
$30.16 - $34.39 $915K - $1.04M
29.8K $1M
PHO
Invesco Exchange Traded Fd Tr

ETFs
-14.9K
- 49.77%
$58.13 - $69.92 $868K - $1.04M
15.1K $1.05M
DY
Dycom Industries Inc

Industrials
-6.99K
- 74.87%
$138.96 - $245.71 $971K - $1.72M
2.35K $573K
DD
Du Pont De Nemours, Inc.

Basic Materials
-2.78K
- 2.64%
$55.13 - $75.25 $153K - $209K
102K $7.02M
VXF
Vanguard Extended Market ETF

ETFs
-5.22K
- 56.43%
$150.43 - $192.71 $785K - $1.01M
4.03K $776K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-9.14K
- 73.41%
$75.33 - $94.56 $688K - $864K
3.31K $311K
XYL
Xylem Inc.

Industrials
-5.74K
- 63.35%
$102.86 - $129.5 $590K - $743K
3.32K $429K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-7.18K
- 7.92%
$45.07 - $52.57 $324K - $378K
83.5K $4.08M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-15.1K
- 29.97%
$40.41 - $40.68 $608K - $612K
35.2K $1.43M
NEO
Neogenomics Inc

Healthcare
-59.1K
- 72.37%
$6.4 - $10.27 $378K - $606K
22.5K $164K
PSX
Phillips 66

Energy
-2.11K
- 2.49%
$92.87 - $125.73 $196K - $266K
82.7K $9.87M
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
-22K
- 37.29%
$28.17 - $33.34 $620K - $734K
37K $1.23M
GPN
Global Payments Inc

Industrials
-5.05K
- 63.68%
$67.47 - $99.6 $341K - $503K
2.88K $230K
CNS
Cohen & Steers, Inc.

Financial Services
-1.25K
- 1.42%
$70.24 - $83.51 $87.6K - $104K
86.5K $6.52M
BCPC
Balchem Corp

Basic Materials
-983
- 1.95%
$150.5 - $170.45 $148K - $168K
49.4K $7.87M
PRU
Prudential Financial Inc

Financial Services
-4.27K
- 48.32%
$95.12 - $112.71 $406K - $481K
4.56K $490K
USRT
Ishares Core U.S. Reit ETF

ETFs
-7.12K
- 9.02%
$50.37 - $57.97 $359K - $413K
71.8K $4.06M
CL
Colgate Palmolive CO

Consumer Defensive
-49
- 0.03%
$87.57 - $96.0 $4.29K - $4.7K
171K $15.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-9.73K
- 5.23%
$47.46 - $55.3 $462K - $538K
176K $9.7M
ITW
Illinois Tool Works Inc

Industrials
-1.79K
- 12.42%
$218.41 - $252.43 $391K - $452K
12.6K $3.12M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-18.8K
- 39.27%
$22.61 - $26.12 $424K - $490K
29K $758K
FBT
First Trust Nyse Arca Biotechn

ETFs
-97
- 0.22%
$145.67 - $165.99 $14.1K - $16.1K
43.4K $7M
CTAS
Cintas Corp

Industrials
-17.9K
- 8.64%
$190.11 - $227.66 $3.41M - $4.08M
189K $42.2M
HDB
Hdfc Bank LTD

Financial Services
-7.03K
- 46.87%
$63.78 - $77.48 $448K - $545K
7.97K $610K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-3.68K
- 10.97%
$100.04 - $100.54 $368K - $370K
29.8K $3M
CSWI
Csw Industrials, Inc.

Industrials
-746
- 2.35%
$254.34 - $336.43 $190K - $251K
31K $8.88M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-17.5K
- 2.85%
$22.68 - $23.28 $397K - $407K
597K $13.9M
PLRX
Pliant Therapeutics, Inc.

Healthcare
-222K
- 52.66%
$1.16 - $1.69 $258K - $376K
200K $231K
OKE
Oneok Inc

Energy
-1.12K
- 9.06%
$78.71 - $100.37 $87.8K - $112K
11.2K $913K
MKC
Mccormick & CO Inc

Consumer Defensive
-2.79K
- 20.82%
$71.11 - $82.25 $198K - $229K
10.6K $804K
LMAT
Lemaitre Vascular Inc

Healthcare
-2.48K
- 2.55%
$77.89 - $92.6 $193K - $230K
94.8K $7.87M
TFC
Truist Financial Corp

Financial Services
-8.4K
- 18.36%
$34.79 - $42.99 $292K - $361K
37.4K $1.61M
CBT
Cabot Corp

Basic Materials
-2.98K
- 49.59%
$72.47 - $84.35 $216K - $251K
3.03K $226K
PFF
Ishares Trust Ishares Pfd And

ETFs
-8.56K
- 5.76%
$29.0 - $30.68 $248K - $263K
140K $4.3M
WY
Weyerhaeuser CO

Real Estate
-1.94K
- 3.17%
$24.69 - $29.48 $48K - $57.3K
59.4K $1.53M
DVY
Ishares Tr

ETFs
-414
- 0.29%
$118.37 - $134.86 $49K - $55.8K
144K $19.1M
PPL
Ppl Corp

Utilities
-5.04K
- 11.39%
$33.45 - $36.5 $169K - $184K
39.2K $1.33M
FCN
Fti Consulting, Inc

Industrials
-1.44K
- 10.35%
$152.87 - $168.51 $220K - $242K
12.5K $2.01M
TER
Teradyne, Inc

Technology
-3.74K
- 37.8%
$67.96 - $91.05 $254K - $340K
6.15K $553K
MKL
Markel Corp

Financial Services
-163
- 32.02%
$1678.5 - $1997.36 $274K - $326K
346 $691K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-2.51K
- 30.86%
$53.23 - $70.65 $133K - $177K
5.62K $324K
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
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