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
HLNE
Hamilton Lane Inc

Financial Services
-26
- 0.65%
$126.65 - $175.49 $3.29K - $4.56K
3.97K $563K
AZO
Autozone Inc

Consumer Cyclical
-1
- 0.42%
$3478.38 - $3880.15 $3.48K - $3.88K
235 $872K
VIAV
Viavi Solutions Inc.

Technology
-3
- 0.01%
$8.99 - $11.41 $27 - $34.2
24K $241K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-311
- 0.33%
N/A
94.8K $8.14M
IGOV
Ishares 1 3 International Trea

ETFs
-1.88K
- 12.02%
$39.53 - $43.1 $74.5K - $81.2K
13.8K $594K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-289
- 5.57%
$376.48 - $440.65 $109K - $127K
4.9K $2.16M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-145
- 3.29%
$68.13 - $74.77 $9.88K - $10.8K
4.26K $310K
KAI
Kadant Inc

Industrials
-13
- 1.82%
$286.24 - $350.17 $3.72K - $4.55K
702 $222K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-942
- 2.45%
$24.54 - $25.07 $23.1K - $23.6K
37.5K $937K
ITUB
Itau Unibanco Holding S.A.

Financial Services
-14.3K
- 22.95%
$5.24 - $6.81 $74.7K - $97.1K
47.9K $324K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-198
- 3.73%
$67.03 - $80.35 $13.3K - $15.9K
5.12K $407K
CHGG
Chegg, Inc

Consumer Defensive
-30K
- 60.0%
$0.46 - $1.75 $13.8K - $52.5K
20K $24K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-637
- 3.06%
$18.96 - $20.43 $12.1K - $13K
20.2K $412K
DFAU
Dimensional ETF Tr

ETFs
-1.46K
- 10.05%
$34.04 - $42.36 $49.8K - $62K
13.1K $554K
EMLP
First Tr Exchange Traded Iv

ETFs
-132
- 0.25%
$33.62 - $37.89 $4.44K - $5K
53.3K $2M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-227
- 1.02%
$21.55 - $22.2 $4.89K - $5.04K
22.1K $488K
Madison Square Garden Entmt
-3.87K
- 41.51%
N/A
5.45K $0
Bondbloxx ETF Trust
-4.32K
- 8.18%
N/A
48.4K $0
Listed Fds Tr
-1.1K
- 10.94%
N/A
8.96K $0
Knife River Corp
-1.81K
- 1.89%
N/A
93.5K $0
Matthews Intl Fds
-3.97K
- 3.53%
N/A
108K $0
LQD
Ishares Iboxx $ Investment Gra

ETFs
-164
- 0.85%
$105.23 - $109.61 $17.3K - $18K
19.1K $2.1M
SGDM
Sprott ETF Tr Gold Miners ETF
-7.07K
- 16.35%
N/A
36.2K $0
Arm Holdings PLC
-359
- 15.24%
N/A
2K $0
Cooper Cos Inc
-17.9K
- 11.31%
N/A
141K $0
FTSL
First Trust Senior Ln Fund

ETFs
-118
- 0.54%
$44.58 - $46.07 $5.26K - $5.44K
21.9K $1M
VAW
Vanguard Materials ETF

ETFs
-190
- 3.04%
$163.82 - $196.64 $31.1K - $37.4K
6.05K $1.18M
CGMU
Capital Group Core Plus Income
-3.9K
- 18.5%
N/A
17.2K $0
Everus Constr Group
-5.94K
- 37.54%
N/A
9.89K $0
MOGA
Moog Inc Cla
-800
- 2.07%
N/A
37.9K $0
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-595
- 5.68%
$32.0 - $39.87 $19K - $23.7K
9.87K $393K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-285
- 0.81%
$16.93 - $17.81 $4.83K - $5.08K
35K $623K
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
-2K
- 9.08%
$0.26 - $1.35 $520 - $2.7K
20K $19K
ENB
Enbridge Inc

Energy
-250
- 1.49%
$41.09 - $47.16 $10.3K - $11.8K
16.6K $751K
HYG
Ishares Tr

ETFs
-420
- 1.82%
$75.75 - $80.65 $31.8K - $33.9K
22.7K $1.83M
OUSM
Alps ETF Tr Oshares U S Small

ETFs
-10
- 0.14%
$37.73 - $43.54 $377 - $435
7.37K $318K
SKYY
First Trust Cloud Computing Et

ETFs
-277
- 12.07%
$89.46 - $121.64 $24.8K - $33.7K
2.02K $245K
BWX
Spdr Bloomberg International T

ETFs
-374
- 2.69%
$21.87 - $23.49 $8.18K - $8.79K
13.5K $317K
CXDO
Crexendo, Inc.

Communication Services
-2K
- 9.09%
$4.12 - $6.07 $8.24K - $12.1K
20K $121K
FNDA
Schwab Fundamental U S Small C

ETFs
-1.12K
- 2.9%
$23.85 - $28.69 $26.6K - $32K
37.3K $1.07M
JLL
Jones Lang Lasalle Inc

Real Estate
-22
- 0.72%
$204.57 - $256.96 $4.5K - $5.65K
3.04K $776K
SPMD
Spdr Portfolio

ETFs
-271
- 2.57%
$44.89 - $54.38 $12.2K - $14.7K
10.3K $557K
PENN
Penn National Gaming Inc

Consumer Cyclical
-682
- 3.47%
$13.75 - $18.28 $9.38K - $12.5K
19K $339K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-11.3K
- 7.53%
$34.72 - $42.74 $394K - $485K
139K $5.96M
IBND
Spdr Bloomberg International C

ETFs
-183
- 1.88%
$29.46 - $32.59 $5.39K - $5.96K
9.55K $311K
KRMA
Global X Fds Global X Consciou

ETFs
-119
- 1.22%
$32.84 - $40.38 $3.91K - $4.81K
9.64K $389K
CSX
Csx Corp

Industrials
-888
- 5.04%
$26.69 - $32.91 $23.7K - $29.2K
16.7K $545K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-10
- 0.23%
$108.87 - $133.04 $1.09K - $1.33K
4.27K $567K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-10
- 0.11%
$103.88 - $123.68 $1.04K - $1.24K
9.47K $1.17M
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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