Congress Wealth Management LLC Sells in Q2 2025

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
-991K
- 98.76%
$179.73 - $253.23 $178M - $251M
12.4K $3.15M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-2.56M
- 99.57%
$28.21 - $28.85 $72.3M - $73.9M
11.2K $320K
COST
Costco Wholesale Corp

Consumer Defensive
-58.3K
- 92.98%
$908.13 - $1056.85 $53M - $61.7M
4.41K $4.36M
AMZN
Amazon Com Inc

Consumer Cyclical
-269K
- 75.21%
$167.32 - $223.3 $45M - $60M
88.6K $19.4M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-517K
- 46.44%
$35.35 - $42.68 $18.3M - $22.1M
597K $25.4M
LLY
Eli Lilly & CO

Healthcare
-20.6K
- 29.61%
$713.71 - $898.95 $14.7M - $18.5M
49K $38.2M
GS
Goldman Sachs Group Inc

Financial Services
-38.6K
- 69.05%
$462.22 - $707.75 $17.8M - $27.3M
17.3K $12.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-44.8K
- 57.12%
$416.06 - $551.64 $18.6M - $24.7M
33.6K $18.5M
XLY
Select Sector Spdr Consumer Di

ETFs
-88.6K
- 40.9%
$176.34 - $218.59 $15.6M - $19.4M
128K $27.8M
BKR
Baker Hughes CO

Energy
-333K
- 94.2%
$35.0 - $44.92 $11.7M - $15M
20.5K $785K
CPRT
Copart Inc

Consumer Cyclical
-218K
- 64.28%
$47.72 - $63.84 $10.4M - $13.9M
121K $5.94M
RMD
Resmed Inc

Healthcare
-53.6K
- 96.97%
$204.54 - $258.0 $11M - $13.8M
1.68K $432K
TDY
Teledyne Technologies Inc

Technology
-21.3K
- 85.35%
$435.54 - $512.31 $9.26M - $10.9M
3.65K $1.87M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
-263K
- 27.52%
$53.5 - $71.62 $14.1M - $18.8M
693K $49.6M
LRN
Stride, Inc.

Consumer Defensive
-90.6K
- 56.11%
$124.45 - $160.72 $11.3M - $14.6M
70.9K $10.3M
SPSC
Sps Commerce Inc

Technology
-77.4K
- 61.31%
$121.61 - $152.67 $9.41M - $11.8M
48.8K $6.65M
CRM
Salesforce, Inc.

Technology
-30.8K
- 40.91%
$236.26 - $291.15 $7.27M - $8.96M
44.5K $12.1M
WST
West Pharmaceutical Services Inc

Healthcare
-30.7K
- 95.07%
$190.39 - $227.7 $5.84M - $6.99M
1.59K $348K
ONTO
Onto Innovation Inc.

Technology
-52.4K
- 93.82%
$88.5 - $133.37 $4.63M - $6.98M
3.45K $347K
GLDM
World Gold Trust

ETFs
-149K
- 13.56%
$58.96 - $67.97 $8.76M - $10.1M
947K $62.1M
SAFT
Safety Insurance Group Inc

Financial Services
-65.7K
- 71.68%
$73.02 - $83.49 $4.8M - $5.49M
26K $2.06M
HALO
Halozyme Therapeutics, Inc.

Healthcare
-35.6K
- 12.67%
$47.91 - $70.14 $1.7M - $2.49M
245K $12.8M
EEM
Ishares Msci Emerging Markets

ETFs
-119K
- 91.21%
$38.52 - $48.28 $4.57M - $5.73M
11.4K $551K
AZEK
Azek CO Inc.

Industrials
-98.7K
- 85.69%
$43.39 - $54.86 $4.28M - $5.41M
16.5K $895K
MRK
Merck & Co., Inc.

Healthcare
-19.7K
- 6.7%
$73.47 - $87.12 $1.45M - $1.72M
275K $21.8M
VDE
Vanguard Energy ETF

ETFs
-31.8K
- 44.18%
$105.87 - $130.56 $3.37M - $4.16M
40.2K $4.79M
VBR
Vanguard Small Cap Value ETF

ETFs
-21.4K
- 22.78%
$162.76 - $195.77 $3.49M - $4.2M
72.7K $14.2M
SKY
Skyline Champion Corp

Consumer Cyclical
-2.5K
- 2.53%
$60.33 - $94.94 $151K - $238K
96.3K $6.03M
BRO
Brown & Brown, Inc.

Financial Services
-13.5K
- 10.71%
$104.48 - $124.43 $1.41M - $1.68M
112K $12.5M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-18.7K
- 9.05%
$157.93 - $175.89 $2.95M - $3.29M
188K $32.8M
PEN
Penumbra Inc

Healthcare
-8.47K
- 11.63%
$253.22 - $299.78 $2.15M - $2.54M
64.3K $16.5M
SBUX
Starbucks Corp

Consumer Cyclical
-25.7K
- 71.33%
$79.69 - $99.41 $2.05M - $2.56M
10.3K $947K
GDDY
Go Daddy Inc.

Technology
-12.9K
- 21.37%
$162.11 - $192.36 $2.1M - $2.49M
47.6K $8.57M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-20.5K
- 19.27%
$110.2 - $126.21 $2.25M - $2.58M
85.7K $10.7M
DSGX
Descartes Systems Group Inc

Technology
-22.9K
- 18.41%
$94.15 - $116.93 $2.16M - $2.68M
102K $10.3M
GRMN
Garmin LTD

Technology
-8.6K
- 17.69%
$173.63 - $218.07 $1.49M - $1.87M
40K $8.35M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-78K
- 24.84%
$41.45 - $54.46 $3.23M - $4.25M
236K $12.3M
USFD
Us Foods Holding Corp.

Consumer Defensive
-56.6K
- 28.16%
$60.47 - $79.12 $3.42M - $4.48M
144K $11.1M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-38.8K
- 82.42%
$51.68 - $52.76 $2M - $2.04M
8.27K $436K
AJG
Arthur J. Gallagher & Co.

Financial Services
-510
- 0.71%
$310.86 - $348.77 $159K - $178K
71.7K $22.9M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-36.6K
- 24.75%
$139.8 - $197.22 $5.12M - $7.22M
111K $22M
VBK
Vanguard Small Cap Growth ETF

ETFs
-10.3K
- 26.98%
$219.76 - $276.94 $2.27M - $2.86M
27.9K $7.74M
ATR
Aptargroup, Inc.

Healthcare
-15.8K
- 21.14%
$133.66 - $158.53 $2.12M - $2.51M
59.1K $9.25M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-9.63K
- 10.26%
$100.44 - $129.37 $967K - $1.25M
84.2K $8.68M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-16K
- 18.4%
$144.63 - $179.53 $2.31M - $2.86M
70.7K $11.6M
PEG
Public Service Enterprise Group Inc

Utilities
-19.6K
- 49.73%
$77.13 - $84.18 $1.51M - $1.65M
19.8K $1.67M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-30.7K
- 28.26%
$48.13 - $49.85 $1.48M - $1.53M
77.8K $3.82M
ACIW
Aci Worldwide, Inc.

Technology
-2.34K
- 1.43%
$44.59 - $57.17 $104K - $134K
162K $7.42M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-21.7K
- 11.83%
$63.54 - $68.5 $1.38M - $1.49M
162K $10.9M
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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