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
SPGI
S&P Global Inc.

Financial Services
-664
- 12.34%
$438.31 - $527.29 $291K - $350K
4.72K $2.49M
CBSH
Commerce Bancshares Inc

Financial Services
-3.8K
- 30.98%
$55.42 - $65.63 $211K - $250K
8.47K $526K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-9.71K
- 7.97%
$27.29 - $29.28 $265K - $284K
112K $3.28M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-14.3K
- 4.81%
$20.12 - $21.0 $287K - $300K
283K $5.91M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-993
- 3.89%
$41.37 - $53.28 $41.1K - $52.9K
24.5K $1.1M
VLY
Valley National Bancorp

Financial Services
-26.3K
- 40.06%
$7.87 - $9.2 $207K - $242K
39.3K $351K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.61K
- 5.34%
$121.58 - $136.74 $196K - $220K
28.5K $3.87M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-3.31K
- 13.77%
$224.16 - $285.86 $741K - $945K
20.7K $5.92M
EEMV
Ishares Msci Emerging Markets

ETFs
-6.66K
- 14.55%
$54.12 - $62.8 $360K - $418K
39.1K $2.46M
ECL
Ecolab Inc.

Basic Materials
-7.07K
- 6.56%
$225.65 - $270.95 $1.59M - $1.91M
101K $27.1M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
-7.56K
- 6.12%
$44.22 - $52.08 $334K - $394K
116K $6.03M
K
Kellogg CO

Consumer Defensive
-1.72K
- 16.16%
$77.85 - $82.88 $134K - $142K
8.92K $709K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
-18.5K
- 62.76%
$8.39 - $9.19 $155K - $170K
11K $99K
SRLN
Ssga Active Trust

ETFs
-4.16K
- 5.5%
$39.47 - $41.59 $164K - $173K
71.5K $2.98M
MUB
Ishares National Muni Bond ETF

ETFs
-901
- 2.02%
$102.31 - $105.8 $92.2K - $95.3K
43.6K $4.56M
BLDR
Builders First Source, Inc.

Industrials
-809
- 15.65%
$105.63 - $131.12 $85.5K - $106K
4.36K $508K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-4.24K
- 3.32%
$12.21 - $13.9 $51.8K - $58.9K
123K $1.61M
KB
Kb Financial Group Inc.

Financial Services
-5.09K
- 49.4%
$46.88 - $82.59 $239K - $421K
5.22K $430K
ALC
Alcon Inc

Healthcare
-177
- 1.06%
$82.88 - $98.3 $14.7K - $17.4K
16.6K $1.46M
OLED
Universal Display Corp Pa

Technology
-1.71K
- 18.5%
$106.6 - $161.02 $182K - $275K
7.52K $1.16M
PGC
Peapack Gladstone Financial Corp

Financial Services
-4.1K
- 18.61%
$24.64 - $29.4 $101K - $121K
18K $507K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.84K
- 19.02%
$71.28 - $83.74 $131K - $154K
7.82K $654K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-2.61K
- 1.78%
$44.68 - $45.96 $117K - $120K
144K $6.59M
MU
Micron Technology Inc

Technology
-6.45K
- 33.82%
$64.72 - $127.91 $417K - $825K
12.6K $1.56M
SUN
Sunoco LP

Energy
-96
- 0.49%
$50.38 - $59.13 $4.84K - $5.68K
19.5K $1.05M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-522
- 0.68%
$30.93 - $34.56 $16.1K - $18K
76K $2.52M
RJF
Raymond James Financial Inc

Financial Services
-9.98K
- 10.01%
$123.65 - $153.88 $1.23M - $1.54M
89.7K $13.8M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.41K
- 18.67%
$82.17 - $99.96 $116K - $141K
6.15K $604K
RDY
Dr Reddys Laboratories LTD

Healthcare
-10.7K
- 27.33%
$12.36 - $16.17 $132K - $172K
28.4K $426K
PVAL
Putnam ETF Tr Putnam Focused L
-2.76K
- 22.17%
$33.6 - $40.23 $92.9K - $111K
9.7K $390K
MTD
Mettler Toledo International Inc

Healthcare
-64
- 10.32%
$970.15 - $1216.57 $62.1K - $77.9K
556 $653K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
-848
- 2.44%
$11.11 - $14.46 $9.42K - $12.3K
34K $424K
ASX
Ase Technology Holding Co., Ltd.

Technology
-11.3K
- 41.16%
$7.42 - $10.65 $83.8K - $120K
16.2K $166K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-606
- 2.1%
$55.32 - $65.02 $33.5K - $39.4K
28.2K $1.77M
ELS
Equity Lifestyle Properties Inc

Real Estate
-199
- 1.8%
$61.46 - $68.02 $12.2K - $13.5K
10.8K $667K
SO
Southern CO

Utilities
-675
- 2.17%
$84.91 - $92.56 $57.3K - $62.5K
30.4K $2.79M
CLBK
Columbia Financial, Inc.

Financial Services
-2K
- 2.77%
$13.07 - $15.57 $26.1K - $31.1K
70.1K $1.02M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-978
- 2.26%
$48.46 - $50.2 $47.4K - $49.1K
42.3K $2.1M
MDU
Mdu Resources Group Inc

Industrials
-2.41K
- 3.35%
$15.6 - $17.76 $37.6K - $42.8K
69.6K $1.16M
TTE
Total Energies Se

Energy
-766
- 2.1%
N/A
35.7K $2.45M
TCOM
Trip.Com Group LTD

Consumer Cyclical
-150
- 1.74%
$52.21 - $67.1 $7.83K - $10.1K
8.47K $496K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.31K
- 1.88%
$75.05 - $77.34 $98.2K - $101K
68.2K $5.28M
UAMY
United States Antimony Corp

Basic Materials
-20K
- 12.5%
$1.95 - $3.79 $39K - $75.8K
140K $305K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-964
- 2.89%
$47.89 - $48.65 $46.2K - $46.9K
32.4K $1.58M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-406
- 3.4%
$91.43 - $91.74 $37.1K - $37.2K
11.5K $1.06M
O
Realty Income Corp

Real Estate
-467
- 2.73%
$52.27 - $58.52 $24.4K - $27.3K
16.6K $958K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-313
- 1.46%
$100.35 - $100.71 $31.4K - $31.5K
21.1K $2.12M
NVO
Novo Nordisk A S

Healthcare
-55
- 0.08%
$58.08 - $81.05 $3.19K - $4.46K
64.9K $4.48M
UAA
Under Armour, Inc.

Consumer Cyclical
-6.61K
- 25.35%
$4.94 - $7.03 $32.7K - $46.5K
19.5K $132K
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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