Congress Wealth Management LLC Purchases in Q1 2025

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
322
+ 1.12%
$241.94 - $272.58 $77.9K - $87.8K
29.2K $7.96M
TDG
Trans Digm Group Inc

Industrials
251
New
$1251.32 - $1394.11 $314K - $350K
251 $347K
VMC
Vulcan Materials CO

Basic Materials
1.49K
New
$220.9 - $277.54 $329K - $414K
1.49K $347K
POOL
Pool Corp

Industrials
1.64K
+ 21.0%
$314.92 - $364.31 $518K - $599K
9.47K $3.02M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
4.46K
+ 95.75%
$63.07 - $73.5 $281K - $328K
9.12K $640K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.49K
+ 1.61%
$77.7 - $78.94 $194K - $197K
157K $12.4M
SCHR
Schwab Intermediate Term Us Tr

ETFs
13.1K
+ 51.51%
$24.05 - $24.86 $314K - $325K
38.4K $954K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.28K
+ 18.09%
$100.34 - $100.68 $329K - $330K
21.4K $2.15M
UL
Unilever PLC

Consumer Defensive
5.45K
+ 121.57%
$54.72 - $60.29 $298K - $329K
9.94K $591K
DFSV
Dimensional ETF Tr Dimensional

ETFs
11.9K
New
$27.56 - $32.1 $327K - $381K
11.9K $334K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.22K
+ 77.69%
$78.0 - $84.37 $329K - $356K
9.65K $770K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
8.98K
New
$34.25 - $37.6 $308K - $338K
8.98K $330K
DOV
Dover Corp

Industrials
2.04K
+ 83.61%
$174.65 - $206.43 $355K - $420K
4.47K $785K
ZTS
Zoetis Inc.

Healthcare
1.1K
+ 1.3%
$156.48 - $175.67 $173K - $194K
85.7K $14.1M
ATO
Atmos Energy Corp

Utilities
1.21K
+ 13.21%
$136.51 - $154.58 $165K - $187K
10.4K $1.6M
NSC
Norfolk Southern Corp

Industrials
1.28K
+ 14.48%
$227.69 - $259.76 $292K - $334K
10.2K $2.4M
SMPL
Simply Good Foods CO

Consumer Defensive
17.8K
+ 27.67%
$32.98 - $39.5 $586K - $702K
82K $2.83M
AMAT
Applied Materials Inc

Technology
9.35K
+ 15.83%
$145.06 - $195.51 $1.36M - $1.83M
68.5K $9.93M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
9.78K
+ 76.12%
$17.16 - $25.25 $168K - $247K
22.6K $539K
PENN
Penn National Gaming Inc

Consumer Cyclical
19.7K
New
$16.23 - $22.73 $319K - $447K
19.7K $320K
CCL
Carnival Corp

Consumer Cyclical
19.5K
+ 171.72%
$19.08 - $28.49 $371K - $554K
30.8K $601K
WELL
Welltower Inc.

Real Estate
2.06K
New
$124.05 - $156.86 $255K - $323K
2.06K $315K
CMPO
Compo Secure, Inc.

Industrials
28.8K
New
$10.39 - $17.2 $299K - $495K
28.8K $313K
OUSM
Alps ETF Tr Oshares U S Small

ETFs
7.38K
New
$41.26 - $44.98 $304K - $332K
7.38K $309K
ETR
Entergy Corp

Utilities
3.59K
New
$75.26 - $87.89 $270K - $315K
3.59K $306K
PEAK
Healthpeak Properties, Inc.

Real Estate
15.8K
New
N/A
15.8K $299K
SPG
Simon Property Group Inc

Real Estate
1.89K
+ 79.89%
$159.48 - $187.78 $301K - $354K
4.25K $705K
IDU
Ishares Tr U S Utils ETF

ETFs
2.93K
New
$95.33 - $102.77 $279K - $301K
2.93K $296K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
11.2K
New
$25.35 - $27.46 $283K - $306K
11.2K $295K
BK
Bank Of New York Mellon Corp

Financial Services
191
+ 0.49%
$75.42 - $88.95 $14.4K - $17K
39.2K $3.28M
HQY
Healthequity, Inc.

Healthcare
3.27K
New
$84.32 - $114.51 $276K - $375K
3.27K $289K
HSY
Hershey CO

Consumer Defensive
1.65K
+ 45.0%
$144.74 - $186.36 $239K - $307K
5.31K $908K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.65K
New
$142.8 - $176.36 $236K - $292K
1.65K $285K
DISV
Dimensional ETF Tr Dimensional

ETFs
9.63K
New
$26.09 - $30.21 $251K - $291K
9.63K $280K
HES
Hess Corp

Energy
1.75K
New
$135.42 - $160.52 $237K - $281K
1.75K $279K
ACGL
Arch Capital Group Ltd.

Financial Services
2.91K
New
$88.13 - $96.94 $256K - $282K
2.91K $279K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
2.13K
New
$126.86 - $146.45 $270K - $312K
2.13K $270K
VPN
Global X Fds Data Ctr Reits &

ETFs
17K
New
N/A
17K $270K
AZO
Autozone Inc

Consumer Cyclical
39
+ 19.8%
$3193.96 - $3828.11 $125K - $149K
236 $899K
VIAV
Viavi Solutions Inc.

Technology
24K
New
$9.71 - $12.8 $233K - $307K
24K $268K
MLI
Mueller Industries Inc

Industrials
3.5K
New
$76.14 - $82.67 $267K - $289K
3.5K $266K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
15.5K
+ 66.74%
$16.18 - $17.82 $251K - $276K
38.7K $648K
INGR
Ingredion Inc

Consumer Defensive
1.94K
New
$125.6 - $137.36 $244K - $267K
1.94K $262K
CHH
Choice Hotels International Inc

Consumer Cyclical
3.28K
+ 17.31%
$127.89 - $155.97 $419K - $511K
22.2K $2.95M
MSTR
Microstrategy Inc

Technology
899
New
$239.27 - $396.5 $215K - $356K
899 $259K
O
Realty Income Corp

Real Estate
3.35K
+ 24.39%
$51.67 - $58.49 $173K - $196K
17.1K $992K
INDA
Ishares Msci India Index Fund

ETFs
5K
New
$47.8 - $53.4 $239K - $267K
5K $257K
STLG
Ishares Factors Us Growth Styl

ETFs
5.04K
New
N/A
5.04K $253K
SCHV
Schwab Strategic Tr Us Large C

ETFs
1.59K
+ 0.39%
$25.77 - $27.6 $41.1K - $44K
414K $11M
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
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