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
NOC
Northrop Grumman Corp

Industrials
-155
- 13.91%
$433.45 - $513.82 $67.2K - $79.6K
959 $491K
GNW
Genworth Financial Inc

Financial Services
-4.4K
- 14.13%
$6.44 - $7.42 $28.3K - $32.6K
26.7K $189K
CLF
Cleveland Cliffs Inc.

Basic Materials
-850
- 5.35%
$8.22 - $12.02 $6.99K - $10.2K
15K $123K
AEP
American Electric Power CO Inc

Utilities
-1.38K
- 18.85%
$90.32 - $109.27 $125K - $151K
5.94K $649K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-569
- 11.01%
$50.82 - $52.7 $28.9K - $30K
4.6K $241K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-441
- 4.07%
$114.57 - $118.14 $50.5K - $52.1K
10.4K $1.23M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-299
- 3.25%
$62.72 - $71.92 $18.8K - $21.5K
8.91K $561K
OSK
Oshkosh Corp

Industrials
-184
- 2.98%
$89.56 - $116.4 $16.5K - $21.4K
6K $564K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-4.19K
- 2.72%
$20.2 - $22.24 $84.6K - $93.1K
150K $3.23M
NGVT
Ingevity Corp

Basic Materials
-265
- 3.75%
$37.74 - $48.87 $10K - $13K
6.8K $269K
NCR
Ncr Corp

Technology
-999
- 7.98%
N/A
11.5K $181K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-4.9K
- 4.32%
$25.69 - $26.89 $126K - $132K
109K $2.92M
AQN
Algonquin Power & Utilities Corp.

Utilities
-9.59K
- 15.9%
$4.27 - $5.19 $40.9K - $49.8K
50.7K $260K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-246
- 1.27%
$110.75 - $119.78 $27.2K - $29.5K
19.1K $2.21M
ELS
Equity Lifestyle Properties Inc

Real Estate
-104
- 0.93%
$64.36 - $69.32 $6.69K - $7.21K
11K $735K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-840
- 2.71%
$128.74 - $138.67 $108K - $116K
30.1K $4.09M
XYL
Xylem Inc.

Industrials
-298
- 3.19%
$114.02 - $132.04 $34K - $39.3K
9.06K $1.08M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-487
- 2.29%
$19.7 - $20.61 $9.59K - $10K
20.8K $419K
ZS
Zscaler, Inc.

Technology
-128
- 10.43%
$181.66 - $216.87 $23.3K - $27.8K
1.1K $218K
IGOV
Ishares 1 3 International Trea

ETFs
-461
- 2.86%
$37.39 - $39.79 $17.2K - $18.3K
15.7K $617K
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-531
- 15.38%
$111.19 - $129.47 $59K - $68.7K
2.92K $378K
SGDM
Sprott ETF Tr Gold Miners ETF
-1.38K
- 3.09%
N/A
43.2K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
-202
- 2.08%
N/A
9.51K $0
Natwest Group PLC
-1.17K
- 3.7%
N/A
30.4K $0
Te Connectivity PLC
-967
- 0.9%
N/A
106K $0
Bondbloxx ETF Trust
-1.18K
- 2.18%
N/A
52.7K $0
Canadian Pacific Kansas City
-1.87K
- 4.19%
N/A
42.9K $0
Crane Company
-12.9K
- 13.86%
N/A
80.1K $0
Six Flags Entertainment Corp
-20
- 0.04%
N/A
55.5K $0
Arista Networks Inc
-327
- 0.12%
N/A
270K $0
EMNT
Pimco ETF Tr Enhanced Short Ma

ETFs
-4
- 0.15%
$98.43 - $98.88 $394 - $396
2.64K $260K
Cooper Cos Inc
-492
- 0.31%
N/A
159K $0
BWX
Spdr Bloomberg International T

ETFs
-268
- 1.89%
$20.94 - $22.04 $5.61K - $5.91K
13.9K $303K
SJM
J M Smucker CO

Consumer Defensive
-139
- 4.44%
$100.41 - $118.41 $14K - $16.5K
3K $354K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-44
- 1.45%
$97.25 - $104.79 $4.28K - $4.61K
3K $311K
IBND
Spdr Bloomberg International C

ETFs
-13
- 0.13%
$27.72 - $29.79 $360 - $387
9.73K $286K
EEMV
Ishares Msci Emerging Markets

ETFs
-98
- 0.21%
$57.07 - $59.29 $5.59K - $5.81K
45.8K $2.67M
AAXJ
Ishares Msci All Country Asia

ETFs
-291
- 1.36%
$69.59 - $77.09 $20.3K - $22.4K
21.1K $1.56M
USRT
Ishares Core U.S. Reit ETF

ETFs
-83
- 0.11%
$55.14 - $60.29 $4.58K - $5K
79K $4.55M
FREL
Fidelity Covington Tr Msci Rea

ETFs
-111
- 0.18%
$25.98 - $28.59 $2.88K - $3.17K
60.4K $1.66M
RELX
Relx PLC

Communication Services
-313
- 3.25%
$45.34 - $51.91 $14.2K - $16.2K
9.32K $469K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
-40
- 0.15%
$31.09 - $34.34 $1.24K - $1.37K
26.5K $880K
IGE
Ishares Tr North Amern Nat Res

ETFs
-993
- 2.86%
$42.6 - $46.27 $42.3K - $45.9K
33.7K $1.53M
GPC
Genuine Parts CO

Consumer Cyclical
-158
- 0.52%
$115.91 - $129.02 $18.3K - $20.4K
29.9K $3.57M
CWEN
Clearway Energy, Inc.

Utilities
-203
- 1.37%
$24.63 - $30.42 $5K - $6.18K
14.7K $443K
SHEL
Shell PLC

Energy
-1.2K
- 8.81%
$62.84 - $73.29 $75.5K - $88K
12.4K $911K
GL
Globe Life Inc.

Financial Services
-13
- 0.37%
$111.2 - $131.72 $1.45K - $1.71K
3.5K $461K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-22
- 0.1%
$33.37 - $38.01 $734 - $836
22.1K $829K
DRI
Darden Restaurants Inc

Consumer Cyclical
-768
- 6.42%
$180.02 - $208.56 $138K - $160K
11.2K $2.33M
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email