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
GS
Goldman Sachs Group Inc

Financial Services
2.71K
+ 5.09%
$524.81 - $672.19 $1.42M - $1.82M
55.9K $30.5M
ESPR
Esperion Therapeutics, Inc.

Healthcare
46.3K
New
$1.44 - $2.34 $66.7K - $108K
46.3K $66K
FR
First Industrial Realty Trust Inc

Real Estate
450
+ 4.22%
$48.46 - $57.99 $21.8K - $26.1K
11.1K $599K
TFC
Truist Financial Corp

Financial Services
3.75K
+ 8.92%
$39.48 - $48.15 $148K - $180K
45.8K $1.88M
HYXF
Ishares Tr Esg Advanced High Y

ETFs
1.27K
+ 12.06%
$46.06 - $46.94 $58.3K - $59.4K
11.8K $544K
CHTR
Charter Communications, Inc.

Communication Services
119
+ 19.32%
$334.89 - $384.77 $39.9K - $45.8K
735 $270K
EMXF
Ishares Esg Advanced Msci Em E

ETFs
1.26K
+ 13.57%
$36.46 - $39.46 $46K - $49.8K
10.6K $404K
VVR
Invesco Senior Income Trust

Financial Services
15.4K
New
$3.55 - $4.15 $54.7K - $63.9K
15.4K $57K
ICLN
Ishares

ETFs
4.88K
+ 35.79%
$10.94 - $11.86 $53.4K - $57.9K
18.5K $211K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
1.07K
+ 5.19%
$30.35 - $33.16 $32.4K - $35.4K
21.6K $691K
EBAY
Ebay Inc

Consumer Cyclical
303
+ 5.6%
$61.61 - $70.93 $18.7K - $21.5K
5.72K $387K
HIG
Hartford Financial Services Group, Inc.

Financial Services
132
+ 5.48%
$106.31 - $123.73 $14K - $16.3K
2.54K $314K
EUSB
Ishares Tr Esg Advanced Total

Technology
936
+ 7.29%
$42.05 - $43.43 $39.4K - $40.7K
13.8K $596K
BKNG
Booking Holdings Inc.

Consumer Cyclical
26
+ 13.33%
$4295.4 - $5141.88 $112K - $134K
221 $1.02M
IWN
Ishares Russell2000 Val ETF

ETFs
3.46K
+ 9.66%
$149.27 - $169.4 $517K - $586K
39.3K $5.93M
SNA
Snap On Inc

Industrials
192
+ 2.94%
$324.09 - $358.62 $62.2K - $68.9K
6.73K $2.27M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
2.03K
+ 18.66%
$38.41 - $44.06 $78K - $89.5K
12.9K $504K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
236
+ 8.17%
$98.98 - $113.18 $23.4K - $26.7K
3.12K $353K
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
187
+ 0.39%
$23.18 - $24.68 $4.33K - $4.62K
47.8K $1.16M
SRE
Sempra Energy

Utilities
1.76K
+ 35.44%
$67.85 - $87.67 $120K - $155K
6.74K $481K
ES
Eversource Energy

Utilities
298
+ 5.24%
$55.63 - $63.8 $16.6K - $19K
5.98K $371K
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
361
+ 4.28%
$120.5 - $145.97 $43.5K - $52.7K
8.79K $1.16M
CNI
Canadian National Railway CO

Industrials
708
+ 10.16%
$95.46 - $106.79 $67.6K - $75.6K
7.68K $748K
HTZ
Hertz Global Holdings, Inc

Industrials
10K
New
$3.3 - $4.5 $33.1K - $45.1K
10K $39K
HYG
Ishares Tr

ETFs
422
+ 1.86%
$78.51 - $80.11 $33.1K - $33.8K
23.1K $1.82M
MSI
Motorola Solutions, Inc.

Technology
341
+ 7.48%
$411.73 - $482.1 $140K - $164K
4.9K $2.14M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
726
+ 9.38%
$50.48 - $51.04 $36.6K - $37.1K
8.47K $429K
EFX
Equifax Inc

Industrials
238
+ 11.9%
$235.63 - $278.34 $56.1K - $66.2K
2.24K $545K
BTI
British American Tobacco P.L.C.

Consumer Defensive
134
+ 2.29%
$35.35 - $42.74 $4.74K - $5.73K
5.98K $247K
DHF
Bny Mellon High Yield Strategies Fund

Financial Services
13K
New
$2.52 - $2.63 $32.8K - $34.2K
13K $33K
PRI
Primerica, Inc.

Financial Services
79
+ 10.17%
$271.41 - $296.43 $21.4K - $23.4K
856 $243K
ELDN
Eledon Pharmaceuticals, Inc.

Healthcare
10K
New
$3.35 - $4.83 $33.5K - $48.3K
10K $33K
THC
Tenet Healthcare Corp

Healthcare
1
+ 0.03%
$119.51 - $144.98 $120 - $145
3.99K $536K
GRNB
Vaneck ETF Tr Green Bd ETF

ETFs
1.24K
+ 11.65%
$23.56 - $24.16 $29.1K - $29.8K
11.8K $284K
EVLV
Evolv Technologies Holdings, Inc.

Industrials
10.6K
New
$3.0 - $4.24 $31.8K - $44.9K
10.6K $33K
CHGG
Chegg, Inc

Consumer Defensive
50K
New
$0.62 - $1.81 $31K - $90.5K
50K $32K
AER
Aer Cap Holdings N.V.

Industrials
135
+ 5.23%
$94.11 - $105.78 $12.7K - $14.3K
2.71K $277K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
10
+ 5.43%
$1227.6 - $1458.46 $12.3K - $14.6K
194 $261K
PWR
Quanta Services, Inc.

Industrials
644
+ 29.47%
$236.71 - $358.03 $152K - $231K
2.83K $719K
OTTR
Otter Tail Corp

Utilities
104
+ 3.47%
$72.43 - $83.38 $7.53K - $8.67K
3.1K $249K
CMI
Cummins Inc

Industrials
249
+ 17.55%
$312.92 - $386.07 $77.9K - $96.1K
1.67K $522K
NGG
National Grid PLC

Utilities
74
+ 2.01%
$56.13 - $65.61 $4.15K - $4.86K
3.75K $246K
IJK
Ishares S&P Midcap 400 Growth

ETFs
904
+ 14.35%
$81.62 - $96.63 $73.8K - $87.4K
7.2K $599K
IJS
Ishares S&P Smallcap 600 Value

ETFs
850
+ 16.31%
$96.3 - $112.23 $81.9K - $95.4K
6.06K $590K
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
793
+ 17.54%
$77.33 - $90.16 $61.3K - $71.5K
5.31K $416K
AIZ
Assurant, Inc.

Financial Services
201
+ 3.35%
$198.92 - $218.67 $40K - $44K
6.2K $1.3M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
83
+ 0.23%
$24.73 - $25.62 $2.05K - $2.13K
35.9K $916K
LGND
Ligand Pharmaceuticals Inc

Healthcare
1.98K
+ 2.1%
$105.14 - $122.23 $208K - $242K
96.3K $10.1M
POWI
Power Integrations Inc

Technology
15.9K
+ 22.68%
$50.5 - $66.7 $801K - $1.06M
85.7K $4.33M
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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