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
MCK
Mckesson Corp

Healthcare
259
+ 9.89%
$566.21 - $672.99 $147K - $174K
2.88K $1.94M
FMC
Fmc Corp

Basic Materials
10.4K
New
$34.54 - $56.38 $358K - $584K
10.4K $437K
FVD
First Tr Value Line Divid Inde

ETFs
9.82K
New
$42.61 - $45.51 $418K - $447K
9.82K $437K
RPG
Invesco Exchange Traded Fd Tr

ETFs
11.4K
New
$37.33 - $45.03 $424K - $511K
11.4K $434K
DFIV
Dimensional ETF Tr

ETFs
11K
New
$35.33 - $40.77 $390K - $450K
11K $434K
WAL
Western Alliance Bancorporation

Financial Services
8.3K
+ 27.26%
$72.65 - $94.0 $603K - $780K
38.7K $2.98M
HOG
Harley Davidson, Inc.

Consumer Cyclical
17K
New
$24.13 - $30.02 $410K - $510K
17K $429K
JHMM
John Hancock Multifactor Mid C

ETFs
7.48K
New
$55.69 - $63.12 $416K - $472K
7.48K $428K
IWD
Ishares Russell 1000 Val ETF

ETFs
790
+ 0.86%
$182.82 - $196.21 $144K - $155K
92.9K $17.5M
LNC
Lincoln National Corp

Financial Services
102
+ 0.1%
$30.06 - $39.23 $3.07K - $4K
101K $3.62M
HAL
Halliburton CO

Energy
16.8K
New
$24.15 - $29.9 $405K - $501K
16.8K $425K
RACE
Ferrari N.V.

Consumer Cyclical
991
New
$413.73 - $508.15 $410K - $504K
991 $424K
TROX
Tronox Holdings PLC

Basic Materials
60.1K
New
$6.82 - $10.37 $410K - $623K
60.1K $422K
CCI
Crown Castle International Corp

Real Estate
4.04K
New
$84.33 - $106.39 $341K - $430K
4.04K $421K
ENB
Enbridge Inc

Energy
9.16K
+ 119.5%
$41.54 - $45.45 $381K - $416K
16.8K $745K
BIIB
Biogen Inc.

Healthcare
3.03K
New
$133.43 - $153.27 $405K - $465K
3.03K $415K
STX
Seagate Technology Holdings PLC

Technology
4.85K
New
$84.92 - $108.42 $412K - $526K
4.85K $412K
CWB
Spdr Bloomberg Convertible Sec

ETFs
5.53K
+ 55.28%
$75.99 - $81.58 $420K - $451K
15.5K $1.19M
ARES
Ares Management Corp

Financial Services
2.8K
New
$140.19 - $198.28 $393K - $555K
2.8K $410K
COF
Capital One Financial Corp

Financial Services
2.06K
+ 6.81%
$163.87 - $209.82 $338K - $433K
32.3K $5.8M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
16K
New
$24.6 - $24.99 $393K - $399K
16K $399K
GM
General Motors CO

Consumer Cyclical
8.5K
New
$45.22 - $54.92 $384K - $467K
8.5K $399K
ISRG
Intuitive Surgical Inc

Healthcare
3.23K
+ 7.17%
$476.63 - $610.45 $1.54M - $1.97M
48.3K $23.9M
ENTG
Entegris Inc

Technology
8.43K
+ 28.42%
$87.48 - $109.53 $738K - $923K
38.1K $3.33M
PFM
Invesco Exchange Traded Fd Tr

ETFs
8.59K
New
$44.92 - $48.18 $386K - $414K
8.59K $393K
HSIC
Henry Schein Inc

Healthcare
5.75K
New
$68.49 - $81.91 $394K - $471K
5.75K $393K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.71K
New
$78.97 - $85.82 $372K - $404K
4.71K $390K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
5.36K
+ 101.57%
$46.15 - $63.53 $247K - $341K
10.6K $654K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.18K
New
$91.76 - $103.26 $383K - $431K
4.18K $386K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
11.7K
New
$30.44 - $38.49 $357K - $451K
11.7K $383K
VGSH
Vanguard

ETFs
6.39K
+ 56.05%
$58.07 - $58.69 $371K - $375K
17.8K $1.04M
OKE
Oneok Inc

Energy
3.94K
+ 47.05%
$89.57 - $109.85 $353K - $432K
12.3K $1.22M
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.14K
New
$85.29 - $92.57 $353K - $383K
4.14K $376K
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
13.9K
+ 24.83%
$22.98 - $24.13 $319K - $335K
69.8K $1.67M
PIO
Invesco Exchange Traded Fd Tr

ETFs
4.45K
+ 2.46%
$38.78 - $41.4 $172K - $184K
185K $7.43M
AES
Aes Corp

Utilities
30K
New
$9.93 - $13.23 $297K - $396K
30K $372K
RGEN
Repligen Corp

Healthcare
4.98K
+ 31.43%
$127.24 - $174.24 $633K - $867K
20.8K $2.65M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.49K
+ 20.92%
$49.69 - $50.76 $372K - $380K
43.3K $2.17M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
3.59K
+ 60.59%
$87.68 - $94.52 $315K - $340K
9.52K $891K
ASML
Asml Holding Nv

Technology
617
+ 42.79%
$662.63 - $776.99 $409K - $479K
2.06K $1.36M
CURI
Curiosity Stream Inc.

Communication Services
135K
New
$1.52 - $3.17 $205K - $428K
135K $362K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.29K
+ 8.27%
$49.25 - $50.66 $408K - $420K
108K $5.38M
VLO
Valero Energy Corp

Energy
2.73K
New
$121.76 - $142.99 $333K - $391K
2.73K $360K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.03K
+ 10.58%
$71.17 - $73.66 $287K - $297K
42.1K $3.09M
SLB
Schlumberger Limited

Energy
6.19K
+ 22.59%
$38.4 - $43.74 $238K - $271K
33.6K $1.4M
SCCO
Southern Copper Corp

Basic Materials
3.77K
New
$85.92 - $101.48 $324K - $383K
3.77K $352K
UAMY
United States Antimony Corp

Basic Materials
160K
New
$1.28 - $2.38 $205K - $381K
160K $352K
PLD
Prologis, Inc.

Real Estate
1.99K
+ 9.5%
$103.59 - $124.04 $206K - $247K
22.9K $2.56M
PKX
Posco Holdings Inc.

Basic Materials
7.38K
New
$39.82 - $55.32 $294K - $408K
7.38K $350K
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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