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
MGV
Vanguard Mega Cap Value

ETFs
1.84K
+ 42.96%
$123.61 - $133.01 $227K - $244K
6.11K $786K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
3.08K
New
$75.32 - $84.77 $232K - $261K
3.08K $251K
DOW
Dow Inc.

Basic Materials
31.2K
+ 19.38%
$34.36 - $41.92 $1.07M - $1.31M
192K $6.71M
SONY
Sony Group Corp

Technology
87
+ 0.15%
$19.88 - $25.64 $1.73K - $2.23K
58.8K $1.49M
VNT
Vontier Corp

Technology
7.61K
New
$32.1 - $40.32 $244K - $307K
7.61K $249K
FBT
First Trust Nyse Arca Biotechn

ETFs
455
+ 1.06%
$164.86 - $182.19 $75K - $82.9K
43.5K $7.4M
CNC
Centene Corp

Healthcare
4.04K
New
$55.93 - $65.89 $226K - $266K
4.04K $245K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
5.46K
+ 48.26%
$69.67 - $86.15 $380K - $470K
16.8K $1.2M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.6K
+ 19.57%
$45.92 - $47.58 $211K - $219K
28.1K $1.33M
OEF
Ishares S&P 100 ETF

ETFs
911
New
N/A
911 $242K
IYE
Ishares Tr

ETFs
4.89K
New
$45.23 - $49.95 $221K - $244K
4.89K $240K
ESRT
Empire State Realty Trust, Inc.

Real Estate
30.6K
New
$7.82 - $10.26 $239K - $314K
30.6K $239K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.56K
New
$91.68 - $109.93 $235K - $281K
2.56K $239K
LMT
Lockheed Martin Corp

Industrials
1.41K
+ 14.15%
$423.19 - $506.29 $598K - $715K
11.4K $5.09M
PDD
Pinduoduo Inc.

Consumer Cyclical
2.01K
New
$94.68 - $131.34 $190K - $263K
2.01K $237K
WY
Weyerhaeuser CO

Real Estate
5.93K
+ 10.7%
$27.29 - $31.39 $162K - $186K
61.4K $1.8M
STAG
Stag Industrial, Inc.

Real Estate
5.9K
+ 63.8%
$32.39 - $37.07 $191K - $219K
15.1K $546K
SKYY
First Trust Cloud Computing Et

ETFs
2.29K
New
$102.23 - $131.18 $235K - $301K
2.29K $234K
BOTZ
Global X Fds

ETFs
8.19K
New
$28.46 - $34.53 $233K - $283K
8.19K $233K
SPOT
Spotify Technology S.A.

Communication Services
237
+ 23.89%
$457.79 - $648.32 $108K - $154K
1.23K $675K
HLN
Haleon PLC

Healthcare
22.5K
New
$9.02 - $10.67 $203K - $240K
22.5K $231K
JCI
Johnson Controls International PLC

Industrials
2.58K
+ 12.96%
$76.12 - $90.6 $197K - $234K
22.5K $1.8M
VXF
Vanguard Extended Market ETF

ETFs
2.08K
+ 28.92%
$170.36 - $201.04 $353K - $417K
9.25K $1.59M
FFIV
F5, Inc.

Technology
801
+ 74.65%
$251.75 - $310.6 $202K - $249K
1.87K $498K
SU
Suncor Energy Inc

Energy
475
+ 0.69%
$34.27 - $40.63 $16.3K - $19.3K
69.5K $2.69M
BERY
Berry Global Group, Inc.

Consumer Cyclical
3.26K
New
$64.35 - $73.03 $210K - $238K
3.26K $227K
WBD
Warner Bros. Discovery, Inc.

Communication Services
21K
+ 193.78%
$9.47 - $11.46 $198K - $240K
31.8K $340K
HII
Huntington Ingalls Industries, Inc.

Industrials
1.11K
New
$159.75 - $208.61 $177K - $232K
1.11K $226K
CIVI
Civitas Resources, Inc.

Energy
6.35K
New
$32.05 - $54.79 $204K - $348K
6.35K $221K
VTR
Ventas, Inc.

Real Estate
3.2K
New
$56.9 - $70.47 $182K - $226K
3.2K $220K
ISCG
Ishares Morningstar Small Cap

ETFs
4.87K
New
$44.44 - $52.05 $216K - $253K
4.87K $219K
NFE
New Fortress Energy Inc.

Utilities
26.4K
New
$8.31 - $16.3 $219K - $430K
26.4K $219K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
4.96K
New
$41.61 - $44.72 $206K - $222K
4.96K $214K
AZN
Astrazeneca PLC

Healthcare
1.27K
+ 8.47%
$65.37 - $77.96 $83.3K - $99.3K
16.3K $1.2M
QDF
Flexshares Quality Dividend In

ETFs
3.12K
New
$67.19 - $73.37 $210K - $229K
3.12K $213K
GLW
Corning Inc

Technology
5.19K
+ 36.05%
$44.91 - $54.25 $233K - $282K
19.6K $896K
VBK
Vanguard Small Cap Growth ETF

ETFs
4.62K
+ 13.73%
$247.97 - $296.33 $1.15M - $1.37M
38.3K $9.63M
MU
Micron Technology Inc

Technology
1.89K
+ 11.0%
$86.89 - $109.38 $164K - $207K
19.1K $1.66M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
4.45K
New
$46.26 - $47.48 $206K - $211K
4.45K $210K
CBSH
Commerce Bancshares Inc

Financial Services
3.36K
+ 37.72%
$58.85 - $68.59 $198K - $231K
12.3K $763K
SE
Sea LTD

Consumer Cyclical
1.59K
New
$104.87 - $146.31 $167K - $233K
1.59K $207K
CLX
Clorox CO

Consumer Defensive
1.7K
+ 57.59%
$141.76 - $162.89 $241K - $277K
4.65K $685K
TCOM
Trip.Com Group LTD

Consumer Cyclical
3.62K
+ 72.3%
$56.68 - $73.5 $205K - $266K
8.62K $548K
NEM
Newmont Corp

Basic Materials
4.26K
New
$37.79 - $48.39 $161K - $206K
4.26K $205K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
3.32K
New
$59.15 - $62.71 $196K - $208K
3.32K $204K
UUUU
Energy Fuels Inc

Energy
53.3K
New
$3.73 - $5.88 $199K - $313K
53.3K $198K
PBR
Petrobras Petroleo Brasileiro Sa

Energy
11.3K
+ 48.01%
$12.61 - $14.92 $142K - $168K
34.8K $499K
BAX
Baxter International Inc

Healthcare
3.22K
+ 19.35%
$29.26 - $36.57 $94.3K - $118K
19.9K $680K
MEDP
Medpace Holdings, Inc.

Healthcare
1.75K
+ 14.21%
$304.69 - $360.97 $532K - $630K
14K $4.28M
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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