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
ADP
Automatic Data Processing Inc

Industrials
-146
- 0.5%
$276.76 - $326.81 $40.4K - $47.7K
29K $8.95M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-529
- 4.97%
$58.52 - $71.7 $31K - $37.9K
10.1K $694K
CBOE
Cboe Global Markets, Inc.

Financial Services
-54
- 0.69%
$205.81 - $234.23 $11.1K - $12.6K
7.76K $1.81M
IHDG
Wisdomtree Tr

ETFs
-5.61K
- 3.13%
$38.54 - $46.0 $216K - $258K
174K $7.83M
AVUV
American Centy ETF Tr Avantis

ETFs
-157
- 1.05%
$75.17 - $91.21 $11.8K - $14.3K
14.8K $1.34M
LMT
Lockheed Martin Corp

Industrials
-309
- 2.71%
$430.82 - $486.45 $133K - $150K
11.1K $5.14M
EMQQ
Emqq Emerging Markets Internet

ETFs
-940
- 3.98%
$33.1 - $41.67 $31.1K - $39.2K
22.7K $945K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-233
- 0.88%
$24.38 - $30.18 $5.68K - $7.03K
26.3K $793K
FNDE
Schwab Fundamental Emerging Mk

ETFs
-1.84K
- 3.22%
$26.66 - $33.09 $49K - $60.9K
55.3K $1.82M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
-471
- 4.02%
$28.9 - $40.98 $13.6K - $19.3K
11.3K $449K
STX
Seagate Technology Holdings PLC

Technology
-1.44K
- 29.71%
$66.54 - $144.33 $96K - $208K
3.41K $492K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-958
- 1.67%
$70.7 - $82.14 $67.7K - $78.7K
56.3K $4.63M
CLOU
Global X Fds Cloud Computing E

ETFs
-670
- 1.61%
$18.31 - $23.55 $12.3K - $15.8K
41K $955K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-86
- 0.84%
$60.99 - $77.53 $5.25K - $6.67K
10.1K $785K
ATEC
Alphatec Holdings, Inc.

Healthcare
-106
- 0.11%
$9.43 - $13.03 $1K - $1.38K
92.7K $1.03M
AAXJ
Ishares Msci All Country Asia

ETFs
-1.07K
- 5.07%
$65.0 - $82.89 $69.6K - $88.8K
20K $1.66M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-3.02K
- 6.49%
$23.2 - $29.84 $69.9K - $90K
43.5K $1.3M
IAUM
I Shares Gold Trust Micro

ETFs
-384
- 0.5%
$29.65 - $34.24 $11.4K - $13.1K
76K $2.51M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-1.95K
- 3.58%
$49.55 - $60.46 $96.4K - $118K
52.4K $3.12M
NXPI
Nxp Semiconductors N.V.

Technology
-433
- 5.47%
$153.5 - $218.72 $66.5K - $94.7K
7.49K $1.64M
KLAC
Kla Corp

Technology
-255
- 15.25%
$576.53 - $902.94 $147K - $230K
1.42K $1.27M
ITGR
Integer Holdings Corp

Healthcare
-1.82K
- 2.26%
$106.73 - $126.93 $195K - $231K
79K $9.72M
DKNG
Draft Kings Inc.

Consumer Cyclical
-694
- 3.22%
$31.67 - $42.89 $22K - $29.8K
20.8K $893K
FNDX
Schwab Fundamental U S Large C

ETFs
-10.7K
- 2.22%
$20.84 - $24.54 $223K - $263K
470K $11.5M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-1.63K
- 2.97%
$73.0 - $85.5 $119K - $139K
53.2K $4.47M
FTNT
Fortinet, Inc.

Technology
-6K
- 6.81%
$84.71 - $108.69 $508K - $652K
82.2K $8.69M
PCT
Pure Cycle Technologies, Inc.

Industrials
-650
- 1.87%
$5.57 - $14.12 $3.62K - $9.18K
34.1K $466K
CASY
Caseys General Stores Inc

Consumer Cyclical
-4.62K
- 13.55%
$415.82 - $510.91 $1.92M - $2.36M
29.4K $15M
POWI
Power Integrations Inc

Technology
-3.85K
- 4.49%
$42.13 - $59.01 $162K - $227K
81.9K $4.58M
MGC
Vanguard Mega Cap ETF

ETFs
-3
- 0.03%
$179.23 - $224.92 $538 - $675
10.8K $2.44M
PSTG
Pure Storage, Inc.

Technology
-43.7K
- 20.96%
$37.18 - $57.58 $1.62M - $2.52M
165K $9.49M
CURI
Curiosity Stream Inc.

Communication Services
-21K
- 15.51%
$2.37 - $6.97 $49.7K - $146K
114K $642K
CME
Cme Group Inc.

Financial Services
-1.37K
- 2.1%
$252.37 - $290.71 $346K - $399K
63.8K $17.6M
PWR
Quanta Services, Inc.

Industrials
-22
- 0.78%
$239.47 - $381.26 $5.27K - $8.39K
2.81K $1.06M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.84K
- 0.8%
$22.92 - $28.05 $42.1K - $51.5K
229K $6.41M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
-1.72K
- 1.34%
$26.03 - $35.66 $44.8K - $61.4K
127K $4.34M
LGND
Ligand Pharmaceuticals Inc

Healthcare
-1.9K
- 1.97%
$96.67 - $118.22 $183K - $224K
94.4K $10.7M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-3.12K
- 1.73%
$32.66 - $40.75 $102K - $127K
177K $7.17M
GWRE
Guidewire Software, Inc.

Technology
-8.89K
- 15.59%
$172.73 - $257.37 $1.53M - $2.29M
48.1K $11.3M
ABCB
Ameris Bancorp

Financial Services
-1.99K
- 1.56%
$50.69 - $64.92 $101K - $129K
125K $8.09M
FLJP
Franklin Templeton ETF Tr

ETFs
-3.25K
- 1.0%
$26.35 - $32.28 $85.7K - $105K
322K $10.4M
BOX
Box Inc

Technology
-980
- 0.39%
$28.42 - $38.55 $27.9K - $37.8K
252K $8.61M
DDOG
Datadog, Inc.

Technology
-13.1K
- 17.83%
$87.0 - $134.33 $1.14M - $1.76M
60.5K $8.12M
ROBT
First Tr Exchange Traded Fd Vi

ETFs
-2.27K
- 1.68%
$35.38 - $48.3 $80.5K - $110K
133K $6.43M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-6.41K
- 2.01%
$61.08 - $74.04 $391K - $474K
312K $23.1M
APH
Amphenol Corp

Technology
-333
- 1.03%
$59.09 - $98.75 $19.7K - $32.9K
31.9K $3.15M
MLM
Martin Marietta Materials Inc

Basic Materials
-6.05K
- 9.63%
$452.51 - $568.19 $2.74M - $3.44M
56.8K $31.2M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-166
- 0.31%
$163.6 - $208.47 $27.2K - $34.6K
54.2K $11.3M
CVLT
Commvault Systems Inc

Technology
-392
- 0.42%
$139.35 - $190.99 $54.6K - $74.9K
93.9K $16.4M
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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