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
VLY
Valley National Bancorp

Financial Services
65.6K
New
$8.56 - $10.42 $561K - $683K
65.6K $583K
ICF
Ishares Tr

ETFs
9.48K
New
$57.98 - $63.8 $550K - $605K
9.48K $583K
OXY
Occidental Petroleum Corp

Energy
11.8K
New
$45.45 - $52.7 $534K - $620K
11.8K $580K
SVC
Service Properties Trust

Real Estate
204K
+ 38.18%
$2.38 - $2.99 $486K - $611K
739K $1.93M
LYB
Lyondell Basell Industries N.V.

Basic Materials
8.12K
New
$69.82 - $78.67 $567K - $639K
8.12K $571K
PLRX
Pliant Therapeutics, Inc.

Healthcare
422K
New
$1.35 - $13.53 $570K - $5.71M
422K $570K
PYPL
Pay Pal Holdings, Inc.

Financial Services
15.1K
+ 72.84%
$65.15 - $91.81 $983K - $1.39M
35.8K $2.34M
WPC
W. P. Carey Inc.

Real Estate
8.94K
New
$53.5 - $65.05 $478K - $582K
8.94K $564K
WDC
Western Digital Corp

Technology
13.9K
New
$40.43 - $72.03 $563K - $1M
13.9K $563K
PANW
Palo Alto Networks Inc

Technology
10.4K
+ 9.72%
$167.82 - $208.28 $1.74M - $2.16M
117K $20M
RSG
Republic Services, Inc.

Industrials
2.31K
New
$200.09 - $242.16 $461K - $558K
2.31K $558K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
32.6K
+ 16.48%
$25.58 - $29.24 $834K - $953K
230K $6.04M
SWKS
Skyworks Solutions, Inc.

Technology
8.55K
New
$64.12 - $93.96 $548K - $803K
8.55K $552K
AGI
Alamos Gold Inc

Basic Materials
20.6K
New
$18.69 - $26.74 $384K - $550K
20.6K $549K
ALC
Alcon Inc

Healthcare
4.46K
+ 36.22%
$82.73 - $96.8 $369K - $432K
16.8K $1.59M
JXN
Jackson Financial Inc.

Financial Services
6.53K
New
$79.36 - $97.88 $518K - $639K
6.53K $546K
EXC
Exelon Corp

Utilities
10.6K
+ 159.03%
$37.3 - $46.08 $394K - $487K
17.2K $793K
USTB
Victory Portfolios Ii Victorys

ETFs
10.7K
New
$50.08 - $50.71 $535K - $542K
10.7K $541K
EQT
Eqt Corp

Energy
10K
New
$46.16 - $54.25 $464K - $545K
10K $536K
DVN
Devon Energy Corp

Energy
8.18K
+ 16.67%
$33.15 - $38.55 $271K - $315K
57.2K $2.14M
IWS
Ishares Russell Midcap Value E

ETFs
4.38K
+ 70.65%
$122.59 - $135.24 $537K - $592K
10.6K $1.33M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
19.7K
+ 19.59%
$28.04 - $28.63 $552K - $563K
120K $3.38M
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
12K
+ 80.67%
$39.65 - $43.35 $474K - $518K
26.8K $1.13M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.86K
New
$283.06 - $421.16 $526K - $783K
1.86K $525K
PGR
Progressive Corp

Financial Services
194
+ 1.8%
$235.61 - $291.22 $45.7K - $56.5K
11K $3.1M
TGT
Target Corp

Consumer Defensive
5.74K
+ 230.06%
$103.65 - $142.5 $595K - $818K
8.24K $859K
VAW
Vanguard Materials ETF

ETFs
2.74K
+ 78.39%
$185.71 - $202.46 $509K - $555K
6.24K $1.18M
MTD
Mettler Toledo International Inc

Healthcare
443
+ 250.28%
$1177.09 - $1390.0 $521K - $616K
620 $732K
RDY
Dr Reddys Laboratories LTD

Healthcare
39K
New
$12.53 - $15.81 $489K - $617K
39K $514K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
12.4K
New
$39.96 - $43.3 $496K - $538K
12.4K $511K
ADI
Analog Devices Inc

Technology
7.8K
+ 7.84%
$201.56 - $243.82 $1.57M - $1.9M
107K $21.6M
CBT
Cabot Corp

Basic Materials
6K
New
$81.12 - $92.51 $487K - $555K
6K $498K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
25.4K
New
$19.28 - $22.3 $490K - $566K
25.4K $489K
RLAY
Relay Therapeutics, Inc.

Healthcare
186K
New
$2.62 - $4.92 $487K - $915K
186K $487K
MELI
Mercadolibre Inc

Consumer Cyclical
249
New
$1739.0 - $2260.0 $433K - $563K
249 $485K
DIHP
Dimensional ETF Tr Dimensional

ETFs
18K
New
$25.1 - $27.85 $451K - $500K
18K $483K
LNG
Cheniere Energy, Inc.

Energy
2.08K
New
$209.32 - $253.66 $435K - $527K
2.08K $480K
KRE
Spdr S&P Regional Banking ETF

ETFs
8.43K
New
$55.11 - $65.5 $464K - $552K
8.43K $479K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
2.76K
+ 3.14%
$48.65 - $53.06 $134K - $146K
90.7K $4.71M
PVAL
Putnam ETF Tr Putnam Focused L
12.5K
New
$36.8 - $39.59 $459K - $494K
12.5K $474K
FENY
Fidelity Covington Tr Msci Ene

ETFs
17.4K
+ 113.99%
$23.24 - $26.16 $405K - $456K
32.7K $835K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
20.8K
New
$21.77 - $22.56 $453K - $470K
20.8K $467K
ITW
Illinois Tool Works Inc

Industrials
2.16K
+ 17.63%
$244.9 - $274.48 $529K - $593K
14.4K $3.57M
CAG
Conagra Brands Inc.

Consumer Defensive
18.1K
+ 101.55%
$23.9 - $27.67 $433K - $502K
36K $959K
JHML
John Hancock Multifactor Large

ETFs
6.86K
New
$66.07 - $73.03 $453K - $501K
6.86K $462K
EW
Edwards Lifesciences Corp

Healthcare
6.36K
New
$67.95 - $76.19 $432K - $484K
6.36K $460K
BP
Bp PLC

Energy
9.94K
+ 34.44%
$29.93 - $35.31 $297K - $351K
38.8K $1.31M
DEO
Diageo PLC

Consumer Defensive
4.35K
New
$104.79 - $126.12 $456K - $548K
4.35K $455K
GPN
Global Payments Inc

Industrials
5.04K
+ 174.5%
$92.18 - $113.03 $465K - $570K
7.93K $776K
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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