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
Brookfield Corp
446
+ 2.73%
N/A
16.8K $0
Capital Grp Fixed Incm ETF T
66.4K
New
N/A
66.4K $0
Lam Research Corp
16.2K
+ 152.08%
N/A
26.9K $0
Sandisk Corp
4.52K
New
N/A
4.52K $0
Dimensional ETF Trust
23.4K
New
N/A
23.4K $0
Kenvue Inc
28K
+ 24.35%
N/A
143K $0
Solventum Corp
4.12K
New
N/A
4.12K $0
Janus Detroit Str Tr
591K
+ 57.97%
N/A
1.61M $0
Dimensional ETF Trust
19.3K
New
N/A
19.3K $0
Concentra Group Holdings Par
11.1K
New
N/A
11.1K $0
ILCG
Ishares Morningstar Growth ETF
101K
New
N/A
101K $0
Ciso Global Inc
27.3K
New
N/A
27.3K $0
Matthews Intl Fds
2.75K
+ 2.5%
N/A
112K $0
Matthews Intl Fds
169
+ 0.3%
N/A
56.4K $0
Matthews Intl Fds
6.26K
+ 0.57%
N/A
1.11M $0
Maplebear Inc
67.5K
New
N/A
67.5K $0
Profesionally Managed Portfo
45.3K
+ 22.42%
N/A
247K $0
Ishares Bitcoin Trust ETF
13K
New
N/A
13K $0
CRH.L
Crh PLC

Basic Materials
670
+ 14.69%
N/A
5.23K $0
Ge Healthcare Technologies I
6.16K
+ 171.44%
N/A
9.75K $0
Siriusxm Holdings Inc
57.3K
+ 101.01%
N/A
114K $0
Madison Square Garden Entmt
9.32K
New
N/A
9.32K $0
MOGA
Moog Inc Cla
1.45K
+ 3.89%
N/A
38.7K $0
Corpay Inc
745
+ 61.98%
N/A
1.95K $0
NLOK
Norton Life Lock Inc.

Technology
6
+ 0.07%
N/A
8.82K $189K
Ge Vernova Inc
5.61K
+ 214.95%
N/A
8.21K $0
KRMA
Global X Fds Global X Consciou

ETFs
390
+ 4.16%
$36.76 - $40.63 $14.3K - $15.8K
9.75K $363K
IYJ
Ishares Tr

ETFs
106
+ 1.95%
$127.48 - $142.0 $13.5K - $15.1K
5.53K $719K
NMIH
Nmi Holdings, Inc.

Financial Services
1
+ 0.02%
$34.46 - $39.13 $34.5 - $39.1
6.15K $221K
EUSA
Ishares Msci Usa Equal Weighte

ETFs
1
+ 0.02%
$91.45 - $100.11 $91.5 - $100
4.83K $452K
MAIN
Main Street Capital Corp

Financial Services
29
+ 0.54%
$54.71 - $63.1 $1.59K - $1.83K
5.37K $303K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
149
+ 1.48%
$67.43 - $75.54 $10K - $11.3K
10.2K $699K
JLL
Jones Lang Lasalle Inc

Real Estate
26
+ 0.86%
$238.0 - $284.76 $6.19K - $7.4K
3.06K $758K
SYY
Sysco Corp

Consumer Defensive
57
+ 0.47%
$70.0 - $77.13 $3.99K - $4.4K
12.1K $906K
SON
Sonoco Products CO

Consumer Cyclical
224
+ 1.54%
$44.71 - $49.22 $10K - $11K
14.8K $698K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
875
+ 5.7%
$25.75 - $30.48 $22.5K - $26.7K
16.2K $423K
MAR
Marriott International Inc

Consumer Cyclical
906
+ 16.03%
$237.01 - $304.45 $215K - $276K
6.56K $1.56M
JHG
Janus Henderson Group PLC

Financial Services
512
+ 9.73%
$35.98 - $45.94 $18.4K - $23.5K
5.77K $208K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.58K
+ 7.21%
$37.84 - $44.02 $59.7K - $69.5K
23.5K $901K
ASX
Ase Technology Holding Co., Ltd.

Technology
1.3K
+ 4.98%
$8.76 - $11.36 $11.4K - $14.8K
27.4K $240K
FV
First Trust Dorsey Wright Focu

ETFs
200
+ 2.43%
$53.91 - $63.03 $10.8K - $12.6K
8.43K $462K
CC
Chemours CO

Basic Materials
103
+ 1.0%
$13.41 - $19.99 $1.38K - $2.06K
10.5K $141K
FIS
Fidelity National Information Services, Inc.

Technology
3
+ 0.05%
$68.12 - $83.42 $204 - $250
5.61K $419K
PHO
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.05%
$63.77 - $68.75 $893 - $963
30K $1.94M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
100
+ 1.07%
$117.4 - $131.02 $11.7K - $13.1K
9.48K $1.13M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
70
+ 1.66%
$121.0 - $142.28 $8.47K - $9.96K
4.28K $532K
A
Agilent Technologies, Inc.

Healthcare
88
+ 3.05%
$116.69 - $152.6 $10.3K - $13.4K
2.98K $348K
TRMB
Trimble Inc.

Technology
207
+ 1.89%
$65.52 - $77.49 $13.6K - $16K
11.2K $733K
PINC
Premier, Inc.

Healthcare
454
+ 1.77%
$17.46 - $23.0 $7.93K - $10.4K
26.2K $504K
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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