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
LDUR
Pimco Enhanced Low Duration Ac

ETFs
10.6K
New
$94.87 - $96.11 $1M - $1.01M
10.6K $1.01M
KMB
Kimberly Clark Corp

Consumer Defensive
4.71K
+ 15.6%
$124.46 - $147.4 $586K - $694K
34.9K $4.96M
DGS
Wisdomtree Emerging Markets Sm

ETFs
28.9K
+ 4.44%
$47.4 - $50.24 $1.37M - $1.45M
681K $32.9M
APD
Air Products & Chemicals, Inc.

Basic Materials
3.09K
+ 19.29%
$283.24 - $338.07 $875K - $1.04M
19.1K $5.64M
CR
Crane Holdings, Co.

Industrials
5.37K
+ 4.96%
$150.33 - $175.81 $808K - $945K
114K $17.4M
VIG
Vanguard Dividend Appreciation

ETFs
5.35K
+ 1.62%
N/A
335K $61.1M
PPL
Ppl Corp

Utilities
24.9K
+ 128.19%
$31.68 - $36.11 $788K - $898K
44.3K $1.6M
MET
Metlife Inc

Financial Services
12.3K
+ 85.62%
$77.7 - $87.0 $956K - $1.07M
26.7K $2.14M
WSO
Watsco Inc

Industrials
1.83K
+ 210.84%
$463.86 - $530.75 $848K - $970K
2.7K $1.37M
LOW
Lowes Companies Inc

Consumer Cyclical
6.79K
+ 14.73%
$222.66 - $268.42 $1.51M - $1.82M
52.9K $12.3M
CRK
Comstock Resources Inc

Energy
46.4K
New
$16.92 - $21.52 $785K - $998K
46.4K $943K
ATEC
Alphatec Holdings, Inc.

Healthcare
92.8K
New
$9.06 - $12.53 $841K - $1.16M
92.8K $941K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
19.9K
New
$44.72 - $46.25 $892K - $922K
19.9K $918K
DHI
Horton D R Inc

Consumer Cyclical
8.2K
+ 79.29%
$125.29 - $147.65 $1.03M - $1.21M
18.6K $2.36M
PFFV
Global X Variable Rate Preferr

Technology
38.4K
+ 240.51%
$23.51 - $24.14 $903K - $927K
54.4K $1.29M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
1.43K
New
$634.14 - $744.83 $906K - $1.06M
1.43K $905K
AVUV
American Centy ETF Tr Avantis

ETFs
10.8K
+ 263.32%
$84.95 - $100.62 $918K - $1.09M
14.9K $1.3M
EMQQ
Emqq Emerging Markets Internet

ETFs
23.6K
New
$33.17 - $40.71 $784K - $962K
23.6K $901K
IDCC
Inter Digital, Inc.

Communication Services
1.54K
+ 3.47%
$171.68 - $225.72 $264K - $347K
45.8K $9.46M
MMSI
Merit Medical Systems Inc

Healthcare
679
+ 0.74%
$95.64 - $110.29 $64.9K - $74.9K
91.9K $9.71M
SLG
Sl Green Realty Corp

Real Estate
15.4K
New
$55.58 - $68.38 $858K - $1.06M
15.4K $891K
K
Kellogg CO

Consumer Defensive
10.6K
New
$81.06 - $82.9 $862K - $882K
10.6K $877K
CLOU
Global X Fds Cloud Computing E

ETFs
41.6K
New
$20.99 - $26.34 $874K - $1.1M
41.6K $873K
LECO
Lincoln Electric Holdings Inc

Industrials
4.5K
+ 39.29%
$180.51 - $216.81 $812K - $976K
16K $3.02M
SLV
I Shares Silver Trust

ETFs
28K
New
$26.93 - $31.32 $753K - $876K
28K $866K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
7.88K
New
$106.44 - $113.12 $838K - $891K
7.88K $860K
DD
Du Pont De Nemours, Inc.

Basic Materials
13.2K
+ 14.41%
$72.7 - $84.32 $963K - $1.12M
105K $7.85M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
20.4K
New
$38.54 - $41.5 $787K - $848K
20.4K $830K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
7.76K
+ 7.55%
$61.2 - $68.24 $475K - $529K
111K $7.3M
WM
Waste Management Inc

Industrials
3.29K
+ 158.28%
$200.54 - $233.78 $660K - $769K
5.37K $1.24M
CGCP
Capital Group Core Plus Income

ETFs
35.8K
New
$21.94 - $22.64 $786K - $811K
35.8K $804K
XLU
Utilities Sector Spdr

ETFs
10.2K
New
$74.7 - $80.27 $761K - $817K
10.2K $803K
TRV
Travelers Companies, Inc.

Financial Services
2.13K
+ 21.87%
$232.43 - $265.13 $495K - $564K
11.9K $3.14M
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
62.4K
+ 534.77%
$12.04 - $13.32 $752K - $832K
74.1K $930K
LKQ
Lkq Corp

Consumer Cyclical
2.88K
+ 2.51%
$36.24 - $44.05 $104K - $127K
118K $5M
IQLT
Ishares Msci Intl Quality Fact

ETFs
19.8K
New
$36.91 - $41.03 $731K - $812K
19.8K $785K
TTE
Total Energies Se

Energy
11.4K
+ 45.34%
N/A
36.5K $2.51M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
11.4K
New
$68.07 - $78.99 $777K - $902K
11.4K $777K
NEO
Neogenomics Inc

Healthcare
81.6K
New
$9.09 - $18.61 $742K - $1.52M
81.6K $774K
DUHP
Dimensional ETF Tr Dimensional

ETFs
23.4K
New
$32.57 - $35.82 $761K - $836K
23.4K $773K
NKE
Nike, Inc.

Consumer Cyclical
13.3K
+ 220.46%
$63.29 - $81.72 $840K - $1.08M
19.3K $1.23M
NUE
Nucor Corp

Basic Materials
6.38K
New
$114.48 - $142.52 $730K - $909K
6.38K $767K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
18.6K
New
$38.5 - $43.78 $716K - $815K
18.6K $765K
WAT
Waters Corp

Healthcare
2.07K
New
$362.16 - $417.28 $750K - $864K
2.07K $762K
VONV
Vanguard Russell 1000 Value Et

ETFs
4.26K
+ 1.35%
$80.21 - $86.14 $342K - $367K
319K $26.4M
ACIW
Aci Worldwide, Inc.

Technology
5.72K
+ 3.62%
$50.38 - $57.35 $288K - $328K
164K $8.97M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
9.11K
+ 22.44%
$76.94 - $78.28 $701K - $713K
49.7K $3.89M
AON
Aon PLC

Financial Services
1.44K
+ 33.74%
$348.44 - $409.32 $502K - $589K
5.71K $2.28M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
38.2K
New
$19.42 - $19.54 $742K - $747K
38.2K $744K
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email