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
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.47K
+ 48.12%
$157.11 - $206.52 $231K - $304K
4.53K $760K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.1K
+ 11.0%
$81.83 - $82.73 $172K - $173K
21.1K $1.75M
MLN
Vaneck Long Muni ETF

ETFs
10.6K
New
$17.22 - $18.0 $182K - $190K
10.6K $183K
ROP
Roper Technologies Inc

Industrials
121
+ 7.57%
$502.71 - $593.81 $60.8K - $71.9K
1.72K $1.01M
CAH
Cardinal Health Inc

Healthcare
194
+ 2.46%
$118.02 - $137.77 $22.9K - $26.7K
8.09K $1.11M
KKR
Kkr & Co. Inc.

Financial Services
2.25K
+ 92.41%
$108.17 - $167.07 $243K - $376K
4.69K $541K
VTRS
Viatris Inc

Healthcare
20.6K
New
$8.68 - $12.42 $179K - $256K
20.6K $179K
VOD
Vodafone Group Public LTD CO

Communication Services
3.82K
+ 2.5%
$8.05 - $9.86 $30.7K - $37.6K
157K $1.47M
DKNG
Draft Kings Inc.

Consumer Cyclical
6.89K
+ 47.11%
$33.21 - $53.49 $229K - $369K
21.5K $714K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
5.27K
+ 24.75%
$25.81 - $28.52 $136K - $150K
26.6K $732K
IDLV
Invesco ETF Ii S&P Intl Dev Lo

ETFs
418
+ 0.71%
$27.4 - $30.58 $11.5K - $12.8K
59K $1.79M
XEL
Xcel Energy Inc

Utilities
1.29K
+ 6.57%
$63.37 - $72.1 $81.8K - $93.1K
20.9K $1.48M
NI
Nisource Inc.

Utilities
1.46K
+ 5.06%
$35.57 - $41.23 $52K - $60.2K
30.3K $1.22M
OKTA
Okta, Inc.

Technology
747
+ 26.7%
$78.83 - $116.72 $58.9K - $87.2K
3.55K $373K
EMR
Emerson Electric CO

Industrials
1.65K
+ 77.22%
$108.64 - $131.17 $179K - $217K
3.79K $415K
DTE
Dte Energy CO

Utilities
515
+ 11.36%
$117.6 - $138.27 $60.6K - $71.2K
5.05K $698K
FCX
Freeport Mcmoran Inc

Basic Materials
3.99K
+ 38.36%
$34.5 - $43.01 $138K - $171K
14.4K $544K
PESI
Perma Fix Environmental Services Inc

Industrials
20.5K
New
$6.96 - $11.37 $143K - $233K
20.5K $149K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
144
+ 0.19%
$11.66 - $14.98 $1.68K - $2.16K
75.2K $1.02M
WULF
Terawulf Inc.

Financial Services
52K
New
$2.73 - $6.82 $142K - $355K
52K $141K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.51K
+ 10.92%
$63.91 - $70.19 $96.6K - $106K
15.4K $1.03M
IFRA
Ishares Tr

ETFs
3.39K
+ 29.85%
$44.8 - $49.25 $152K - $167K
14.7K $663K
OTIS
Otis Worldwide Corp

Industrials
1.07K
+ 42.04%
$90.77 - $104.01 $97.1K - $111K
3.62K $373K
FLEX
Flex Ltd.

Technology
5.57K
+ 60.41%
$32.92 - $44.46 $183K - $248K
14.8K $489K
AVT
Avnet Inc

Technology
6.45K
+ 15.64%
$46.61 - $54.65 $300K - $352K
47.7K $2.29M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.44K
+ 12.34%
$65.44 - $70.64 $94.1K - $102K
13.1K $894K
EMB
Ishares Tr

ETFs
696
+ 1.59%
$88.64 - $92.03 $61.7K - $64.1K
44.6K $4.04M
HCA
Hca Healthcare, Inc.

Healthcare
238
+ 22.91%
$296.7 - $345.55 $70.6K - $82.2K
1.28K $441K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
1.49K
+ 19.38%
$108.02 - $120.45 $161K - $180K
9.2K $1.01M
CNMD
Conmed Corp

Healthcare
3.19K
+ 36.45%
$57.6 - $74.0 $184K - $236K
11.9K $720K
MTB
M&T Bank Corp

Financial Services
769
+ 43.3%
$170.47 - $201.98 $131K - $155K
2.55K $454K
IREN
Iris Energy LTD

Financial Services
20K
New
$6.07 - $13.18 $121K - $264K
20K $121K
LHX
L3 Harris Technologies, Inc.

Industrials
544
+ 33.56%
$194.65 - $222.86 $106K - $121K
2.17K $453K
CARR
Carrier Global Corp

Industrials
2.22K
+ 35.28%
$62.07 - $70.55 $137K - $156K
8.49K $538K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
1.24K
+ 39.22%
$68.32 - $75.06 $84.8K - $93.1K
4.41K $329K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
322
+ 6.62%
$408.78 - $448.82 $132K - $145K
5.19K $2.18M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.76K
+ 37.41%
$36.63 - $37.45 $101K - $103K
10.1K $372K
AMP
Ameriprise Financial Inc

Financial Services
722
+ 14.05%
$472.29 - $575.13 $341K - $415K
5.86K $2.84M
FNGR
Finger Motion, Inc.

Communication Services
73K
New
$1.12 - $1.66 $81.8K - $121K
73K $100K
WERN
Werner Enterprises Inc

Industrials
15.6K
+ 28.74%
$29.25 - $38.23 $456K - $596K
69.8K $2.05M
BC
Brunswick Corp

Consumer Cyclical
2.58K
+ 62.87%
$53.49 - $70.51 $138K - $182K
6.67K $359K
SDG
Ishares Trust Ishares Msci Glo

ETFs
1.21K
+ 22.86%
$69.64 - $76.33 $84.5K - $92.7K
6.52K $472K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
2.21K
+ 1.85%
$28.55 - $29.09 $63K - $64.2K
122K $3.51M
JNK
Spdr Bloomberg High Yield Bond

ETFs
916
+ 19.94%
$94.86 - $97.12 $86.9K - $89K
5.51K $525K
ITUB
Itau Unibanco Holding S.A.

Financial Services
10.8K
+ 20.99%
$4.87 - $6.28 $52.5K - $67.7K
62.1K $341K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
424
+ 0.33%
$13.05 - $13.97 $5.53K - $5.92K
128K $1.74M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
940
+ 27.58%
$90.0 - $96.32 $84.6K - $90.5K
4.35K $401K
IYT
Ishares Tr U.S. Transportation

ETFs
2K
+ 16.84%
$63.37 - $73.39 $126K - $146K
13.8K $886K
NRG
Nrg Energy, Inc.

Utilities
637
+ 16.38%
$84.82 - $113.33 $54K - $72.2K
4.53K $431K
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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