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
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
40K
New
$18.18 - $18.58 $728K - $744K
40K $742K
DFIC
Dimensional ETF Tr Dimensional

ETFs
26.6K
New
$25.54 - $28.79 $680K - $767K
26.6K $739K
HDV
Ishares Core High Dividend ETF

ETFs
6.07K
New
$110.86 - $121.12 $673K - $735K
6.07K $734K
SKY
Skyline Champion Corp

Consumer Cyclical
792
+ 0.81%
$85.72 - $108.14 $67.9K - $85.6K
98.8K $9.36M
ET
Energy Transfer LP

Energy
39.1K
New
$17.26 - $21.08 $674K - $824K
39.1K $726K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
35.1K
New
$20.64 - $20.73 $724K - $727K
35.1K $725K
IBB
Ishares Biotechnology ETF

ETFs
5.64K
+ 233.53%
$127.9 - $140.56 $722K - $793K
8.06K $1.03M
IAU
Ishares Gold Trust

ETFs
8.05K
+ 32.43%
$49.74 - $58.96 $400K - $475K
32.9K $1.94M
TXN
Texas Instruments Inc

Technology
3.62K
+ 24.92%
N/A
18.1K $3.53M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
10.8K
New
$62.43 - $84.12 $675K - $909K
10.8K $704K
KMI
Kinder Morgan, Inc.

Energy
16.2K
+ 7.63%
$26.1 - $31.22 $422K - $505K
228K $6.51M
AWK
American Water Works Company, Inc.

Utilities
3.64K
+ 51.57%
$121.01 - $149.31 $441K - $544K
10.7K $1.58M
PULS
Pgim ETF Tr

ETFs
14.1K
New
$49.56 - $49.78 $697K - $700K
14.1K $699K
FTSL
First Trust Senior Ln Fund

ETFs
15.4K
+ 233.09%
$45.65 - $46.48 $703K - $715K
22K $1M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
7.56K
New
$89.18 - $104.04 $674K - $787K
7.56K $692K
CDW
Cdw Corp

Technology
5.61K
+ 36.51%
$160.26 - $206.13 $900K - $1.16M
21K $3.36M
AVY
Avery Dennison Corp

Industrials
4.57K
+ 32.63%
$174.58 - $195.91 $797K - $894K
18.6K $3.3M
VTI
Vanguard Total Stock Market Et

ETFs
5.81K
+ 9.52%
$271.18 - $303.12 $1.58M - $1.76M
66.9K $18.4M
C
Citigroup Inc

Financial Services
8.79K
+ 9.06%
$67.23 - $84.63 $591K - $744K
106K $7.51M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.37K
New
$196.12 - $229.48 $661K - $774K
3.37K $681K
MTX
Minerals Technologies Inc

Basic Materials
10.7K
New
$63.57 - $77.67 $681K - $832K
10.7K $681K
EWJ
Ishares Msci Japan ETF

ETFs
1.66K
+ 0.43%
$65.24 - $71.7 $108K - $119K
384K $26.4M
CFG
Citizens Financial Group Inc

Financial Services
16.2K
New
$39.73 - $48.36 $645K - $785K
16.2K $665K
TT
Trane Technologies PLC

Industrials
2.14K
+ 107.63%
$332.0 - $400.86 $712K - $859K
4.14K $1.39M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
9.91K
New
$65.27 - $71.18 $647K - $705K
9.91K $657K
RVMD
Revolution Medicines, Inc.

Healthcare
18.5K
New
$35.36 - $44.42 $654K - $822K
18.5K $654K
XLI
Industrial Sector Spdr

ETFs
6.17K
+ 2.7%
$128.78 - $141.67 $794K - $874K
234K $30.7M
KNSL
Kinsale Capital Group, Inc.

Financial Services
911
+ 9.52%
$416.48 - $494.72 $379K - $451K
10.5K $5.1M
VMI
Valmont Industries Inc

Industrials
3.09K
+ 28.12%
$285.37 - $376.98 $880K - $1.16M
14.1K $4.01M
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
6.67K
New
$95.53 - $112.45 $637K - $750K
6.67K $645K
DFS
Discover Financial Services

Financial Services
3.77K
New
$152.99 - $203.25 $576K - $766K
3.77K $643K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
11.5K
New
$54.25 - $57.64 $624K - $663K
11.5K $633K
BUG
Global X Fds Cybersecurity ETF

ETFs
19.5K
New
$31.56 - $36.78 $614K - $716K
19.5K $629K
PGC
Peapack Gladstone Financial Corp

Financial Services
22.1K
New
$28.38 - $35.17 $626K - $776K
22.1K $626K
COIN
Coinbase Global, Inc.

Technology
3.62K
New
$172.23 - $301.3 $623K - $1.09M
3.62K $623K
MPLX
Mplx LP

Energy
11.6K
New
$47.88 - $54.65 $557K - $636K
11.6K $623K
FPE
First Tr Pfd Secs & Income ETF

ETFs
35.3K
New
$17.53 - $17.87 $619K - $631K
35.3K $620K
BOX
Box Inc

Technology
25.4K
+ 11.18%
$30.22 - $35.39 $769K - $900K
253K $7.81M
FLRN
Spdr Bloomberg Investment Grad

ETFs
20K
New
$30.71 - $30.87 $614K - $617K
20K $616K
F
Ford Motor CO

Consumer Cyclical
61K
New
$9.12 - $10.43 $557K - $637K
61K $612K
VRNT
Verint Systems Inc

Technology
18.7K
New
N/A
18.7K $609K
MORN
Morningstar, Inc.

Financial Services
3.25K
+ 32.47%
$282.49 - $334.73 $918K - $1.09M
13.3K $3.98M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
25.2K
New
$21.64 - $23.93 $546K - $604K
25.2K $603K
PRU
Prudential Financial Inc

Financial Services
5.59K
+ 172.39%
$105.04 - $122.33 $587K - $684K
8.83K $986K
BA
Boeing CO

Industrials
4.26K
+ 21.95%
$148.15 - $186.25 $631K - $793K
23.6K $4.03M
ADBE
Adobe Inc.

Technology
2.7K
+ 37.84%
$377.84 - $464.11 $1.02M - $1.25M
9.83K $3.77M
BDX
Becton Dickinson & CO

Healthcare
2.58K
+ 85.31%
$222.79 - $249.08 $574K - $642K
5.6K $1.28M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.2K
+ 34.8%
$80.53 - $147.57 $177K - $325K
8.53K $1.13M
PFGC
Performance Food Group CO

Consumer Defensive
7.5K
New
$74.86 - $90.93 $562K - $682K
7.5K $589K
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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