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
DDOG
Datadog, Inc.

Technology
71.4K
+ 3235.07%
$98.68 - $151.89 $7.05M - $10.8M
73.6K $7.3M
T
At&T Inc.

Communication Services
222K
+ 175.97%
$21.56 - $28.28 $4.78M - $6.27M
348K $9.84M
HALO
Halozyme Therapeutics, Inc.

Healthcare
51K
+ 22.19%
$47.74 - $65.16 $2.43M - $3.32M
281K $17.9M
SXT
Sensient Technologies Corp

Basic Materials
88K
+ 1439.75%
$67.31 - $77.4 $5.93M - $6.81M
94.2K $7.01M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
141K
+ 2312.25%
$44.41 - $45.98 $6.24M - $6.47M
147K $6.7M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
233K
New
$25.98 - $28.41 $6.06M - $6.63M
233K $6.42M
GE
General Electric CO

Industrials
30.1K
+ 340.55%
$168.59 - $212.13 $5.07M - $6.38M
38.9K $7.78M
GOOG
Alphabet Inc.

Communication Services
77.9K
+ 45.4%
$156.06 - $207.71 $12.2M - $16.2M
250K $39M
ARCC
Ares Capital Corp

Financial Services
281K
+ 196.66%
$21.28 - $23.81 $5.98M - $6.69M
424K $9.39M
TILE
Interface Inc

Consumer Cyclical
313K
New
$18.26 - $25.12 $5.71M - $7.86M
313K $6.21M
NFLX
Netflix Inc

Communication Services
5.6K
+ 29.61%
$828.4 - $1058.6 $4.64M - $5.93M
24.5K $22.9M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
42.3K
+ 11.07%
$126.11 - $135.06 $5.33M - $5.71M
424K $54.7M
MSCI
Msci Inc.

Financial Services
10.6K
New
$541.46 - $628.34 $5.72M - $6.64M
10.6K $5.97M
IGLB
Ishares 10+ Year Investment Gr

ETFs
118K
New
$48.32 - $51.22 $5.7M - $6.05M
118K $5.93M
XLE
Energy Sector Spdr

ETFs
22.3K
+ 4.58%
$85.7 - $93.96 $1.91M - $2.1M
510K $47.7M
BMY
Bristol Myers Squibb CO

Healthcare
83.1K
+ 49.67%
$53.9 - $63.11 $4.48M - $5.25M
250K $15.3M
MCD
Mcdonalds Corp

Consumer Cyclical
13.1K
+ 18.57%
$279.74 - $321.29 $3.67M - $4.22M
83.8K $26.2M
IBM
International Business Machines Corp

Technology
20.2K
+ 93.16%
$217.4 - $264.74 $4.4M - $5.36M
42K $10.4M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7.02K
+ 25.91%
$402.49 - $513.76 $2.83M - $3.61M
34.1K $16.5M
AXON
Axon Enterprise, Inc.

Industrials
10.7K
+ 1371.59%
$496.65 - $710.01 $5.3M - $7.58M
11.4K $6.02M
DGRO
Ishares Core Dividend Growth E

ETFs
89.4K
+ 1916.64%
$60.46 - $64.42 $5.4M - $5.76M
94K $5.81M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
190K
+ 64.86%
$27.01 - $28.54 $5.14M - $5.43M
483K $13.5M
INSP
Inspire Medical Systems, Inc.

Healthcare
34.4K
New
$157.24 - $215.42 $5.41M - $7.41M
34.4K $5.48M
TMO
Thermo Fisher Scientific Inc.

Healthcare
11.7K
+ 67.6%
$497.6 - $606.74 $5.81M - $7.09M
29K $14.4M
UNH
Unitedhealth Group Inc

Healthcare
9.56K
+ 44.34%
$461.52 - $548.18 $4.41M - $5.24M
31.1K $16.3M
VPU
Vanguard Utilities ETF

ETFs
31K
+ 290.98%
$161.24 - $173.33 $5M - $5.38M
41.7K $7.12M
AJG
Arthur J. Gallagher & Co.

Financial Services
2.93K
+ 4.23%
$275.89 - $345.24 $808K - $1.01M
72.2K $24.9M
IYK
Ishares U.S. Consumer Staples

ETFs
72.1K
New
$63.29 - $71.8 $4.56M - $5.18M
72.1K $5.16M
CTAS
Cintas Corp

Industrials
2.17K
+ 1.06%
$182.09 - $208.14 $395K - $451K
207K $42.6M
ABBV
Abb Vie Inc.

Healthcare
9.34K
+ 9.57%
$169.2 - $216.66 $1.58M - $2.02M
107K $22.4M
ADP
Automatic Data Processing Inc

Industrials
15.9K
+ 120.41%
$286.85 - $318.64 $4.57M - $5.08M
29.2K $8.91M
IHDG
Wisdomtree Tr

ETFs
115K
+ 178.72%
$43.4 - $47.51 $4.99M - $5.47M
179K $7.79M
AMGN
Amgen Inc

Healthcare
4K
+ 5.48%
$258.59 - $327.36 $1.03M - $1.31M
77K $24M
UNP
Union Pacific Corp

Industrials
19.8K
+ 264.62%
$225.21 - $254.42 $4.45M - $5.03M
27.2K $6.44M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
8.93K
+ 349.94%
$522.96 - $601.18 $4.67M - $5.37M
11.5K $6.12M
CVS
Cvs Health Corp

Healthcare
4.43K
+ 2.33%
$44.22 - $68.64 $196K - $304K
195K $13.2M
VBR
Vanguard Small Cap Value ETF

ETFs
28.8K
+ 44.1%
$183.02 - $207.75 $5.27M - $5.98M
94.1K $17.5M
HWM
Howmet Aerospace Inc.

Industrials
5.55K
+ 2.96%
$110.79 - $139.39 $615K - $774K
193K $25M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
20.6K
+ 7.03%
$34.58 - $45.97 $714K - $949K
314K $14.4M
PFE
Pfizer Inc

Healthcare
189K
+ 55.81%
$25.01 - $27.13 $4.73M - $5.13M
528K $13.4M
IWM
Ishares Russell 2000 ETF

ETFs
22.4K
+ 261.61%
$198.1 - $229.79 $4.43M - $5.14M
30.9K $6.16M
MDLZ
Mondelez International, Inc.

Consumer Defensive
45.3K
+ 32.81%
$56.12 - $68.15 $2.54M - $3.09M
183K $12.4M
SYK
Stryker Corp

Healthcare
9.53K
+ 18.47%
$355.18 - $399.9 $3.38M - $3.81M
61.1K $22.8M
NVDA
Nvidia Corp

Technology
246K
+ 28.16%
$106.98 - $149.43 $26.3M - $36.7M
1.12M $121M
GLD
Spdr Gold Trust

ETFs
10.4K
+ 48.3%
$243.19 - $288.14 $2.52M - $2.98M
31.8K $9.16M
TSLA
Tesla, Inc.

Consumer Cyclical
19.6K
+ 228.28%
$222.15 - $428.22 $4.36M - $8.4M
28.2K $7.31M
CSCO
Cisco Systems, Inc.

Technology
44.5K
+ 11.57%
$58.74 - $64.87 $2.61M - $2.89M
429K $26.5M
TRNO
Terreno Realty Corp

Real Estate
46.2K
+ 25.9%
$57.4 - $68.5 $2.65M - $3.16M
225K $14.2M
MDB
Mongo Db, Inc.

Technology
20.1K
New
$175.4 - $298.52 $3.52M - $5.99M
20.1K $3.52M
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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