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
USXF
Ishares Esg Advanced Msci Usa

Technology
1.22K
+ 9.45%
$46.38 - $52.65 $56.6K - $64.3K
14.1K $660K
MAN
Manpower Group Inc.

Industrials
273
+ 4.09%
$53.77 - $62.66 $14.7K - $17.1K
6.95K $402K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
682
+ 6.95%
$120.24 - $134.3 $82K - $91.6K
10.5K $1.28M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
276
+ 5.56%
$40.79 - $42.32 $11.3K - $11.7K
5.24K $220K
BW
Babcock & Wilcox Enterprises, Inc.

Industrials
22K
New
$0.67 - $1.81 $14.8K - $39.9K
22K $14K
WHD
Cactus, Inc.

Energy
16.9K
+ 27.74%
$43.48 - $63.78 $736K - $1.08M
78K $3.57M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2
+ 0.01%
$21.23 - $22.14 $42.5 - $44.3
22.3K $492K
AINV
Apollo Investment Corp

Financial Services
945
+ 3.3%
N/A
29.5K $328K
FHI
Federated Hermes, Inc.

Financial Services
261
+ 3.78%
$37.58 - $41.51 $9.81K - $10.8K
7.17K $292K
CNTX
Context Therapeutics Inc.

Healthcare
15K
New
$0.61 - $1.25 $9.15K - $18.8K
15K $9K
ROK
Rockwell Automation, Inc

Industrials
99
+ 13.13%
$255.29 - $303.75 $25.3K - $30.1K
853 $220K
LANC
Lancaster Colony Corp

Consumer Defensive
1
+ 0.04%
$166.07 - $196.44 $166 - $196
2.35K $411K
MS
Morgan Stanley

Financial Services
2.16K
+ 7.88%
$111.68 - $141.08 $241K - $304K
29.5K $3.44M
HLNE
Hamilton Lane Inc

Financial Services
5
+ 0.13%
$137.87 - $170.18 $689 - $851
3.99K $593K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
434
+ 2.13%
$58.09 - $67.05 $25.2K - $29.1K
20.8K $1.25M
Empire St Rlty Op L P
7.63K
+ 53.05%
N/A
22K $0
UYLD
Angel Oak Fds Tr Ultrashort In
29.9K
+ 8.12%
N/A
398K $0
Angel Oak Funds Trust
6.59M
New
N/A
6.59M $0
CARY
Angel Oak Fds Tr Income Etf(De
5.58K
+ 0.72%
N/A
778K $0
American Beacon Select Funds
31.2K
+ 148.08%
N/A
52.3K $0
ETF Opportunities Trust
12K
New
N/A
12K $0
Veralto Corp
4.7K
New
N/A
4.7K $0
Everus Constr Group
15.8K
New
N/A
15.8K $0
Vaneck Bitcoin ETF
7.71K
+ 62.62%
N/A
20K $0
Wells Fargo CO New
469
New
N/A
469 $0
Fidelity Wise Origin Bitcoin
1.23K
+ 31.16%
N/A
5.17K $0
CGSD
Capital Grp Core Plus Income E
23.3K
New
N/A
23.3K $0
Doubleline ETF Trust
30.8K
+ 206.89%
N/A
45.6K $0
Arm Holdings PLC
2.36K
New
N/A
2.36K $0
AMG
Affiliated Managers Group, Inc.

Financial Services
133
+ 10.18%
$154.65 - $189.71 $20.6K - $25.2K
1.44K $241K
Doubleline ETF Trust
33.2K
+ 6.01%
N/A
584K $0
Fidelity Covington Trust
8
+ 0.09%
N/A
8.69K $0
Fidelity Covington Trust
98.5K
+ 767.01%
N/A
111K $0
Profesionally Managed Portfo
252K
+ 11.29%
N/A
2.49M $0
Labcorp Holdings Inc
779
+ 63.85%
N/A
2K $0
PKG
Packaging Corp Of America

Consumer Cyclical
479
+ 13.82%
$192.03 - $242.13 $92K - $116K
3.94K $780K
Blackrock Inc
2.13K
+ 261.15%
N/A
2.95K $0
Blackrock ETF Trust Ii
97.1K
+ 395.76%
N/A
122K $0
Blackrock ETF Trust Ii
5.44K
New
N/A
5.44K $0
Linde PLC
3.39K
+ 8.63%
N/A
42.7K $0
Lineage Inc
9.37K
New
N/A
9.37K $0
Knife River Corp
6.06K
+ 6.79%
N/A
95.3K $0
Listed Fd Tr
10.1K
New
N/A
10.1K $0
Grayscale Bitcoin Mini Tr Et
7.03K
New
N/A
7.03K $0
Gsk PLC
16.8K
New
N/A
16.8K $0
Profesionally Managed Portfo
31.1K
+ 29.8%
N/A
135K $0
Bw Lpg LTD
34.8K
New
N/A
34.8K $0
Capital Group International
19.2K
New
N/A
19.2K $0
CGMU
Capital Group Core Plus Income
21.1K
New
N/A
21.1K $0
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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