Congress Wealth Management LLC Incresed Positions in Q1 2025

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
CTAS
Cintas Corp

Industrials
2.17K
+ 1.06%
$182.09 - $208.14 $395K - $451K
207K $42.6M
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
MRK
Merck & Co., Inc.

Healthcare
63.4K
+ 27.43%
$83.01 - $101.02 $5.26M - $6.41M
295K $26.4M
WMT
Walmart Inc.

Consumer Defensive
39.7K
+ 84.33%
$84.5 - $105.05 $3.35M - $4.17M
86.7K $7.61M
CRWD
Crowd Strike Holdings, Inc.

Technology
9.48K
+ 663.05%
$308.86 - $455.36 $2.93M - $4.31M
10.9K $3.84M
BSX
Boston Scientific Corp

Healthcare
5.9K
+ 2.51%
$89.38 - $106.18 $528K - $627K
241K $24.3M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
51.9K
+ 292.95%
$58.01 - $64.46 $3.01M - $3.35M
69.7K $4.33M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
50.6K
+ 114.14%
$64.88 - $72.1 $3.29M - $3.65M
95K $6.25M
COP
Conocophillips

Energy
22.2K
+ 15.33%
$88.6 - $105.85 $1.97M - $2.35M
167K $17.5M
JEPI
J P Morgan Exchange Traded Fd

ETFs
54.7K
+ 474.82%
$56.17 - $59.71 $3.08M - $3.27M
66.3K $3.79M
RMBS
Rambus Inc

Technology
61.9K
+ 51.29%
$51.55 - $68.59 $3.19M - $4.25M
183K $9.46M
STE
Steris PLC

Healthcare
8.44K
+ 15.59%
$202.46 - $232.74 $1.71M - $1.96M
62.6K $14.2M
PSX
Phillips 66

Energy
19.4K
+ 29.59%
$113.93 - $131.55 $2.21M - $2.55M
84.8K $10.5M
NVO
Novo Nordisk A S

Healthcare
46.8K
+ 259.06%
$69.3 - $90.95 $3.25M - $4.26M
64.9K $4.51M
IVW
Ishares S&P 500 Growth ETF

ETFs
32.6K
+ 265.73%
$92.45 - $106.69 $3.01M - $3.47M
44.8K $4.16M
ECL
Ecolab Inc.

Basic Materials
3.47K
+ 3.33%
$229.72 - $269.82 $798K - $937K
108K $27.3M
PEG
Public Service Enterprise Group Inc

Utilities
34.8K
+ 758.79%
$78.2 - $90.39 $2.72M - $3.14M
39.4K $3.24M
TJX
Tjx Companies Inc

Consumer Cyclical
20.9K
+ 6.95%
$112.81 - $126.16 $2.35M - $2.63M
321K $39.1M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
27.3K
+ 442.51%
$100.32 - $100.76 $2.74M - $2.75M
33.5K $3.37M
DHR
Danaher Corp

Healthcare
14.8K
+ 115.89%
$201.62 - $250.59 $2.98M - $3.7M
27.5K $5.64M
DIS
Walt Disney CO

Communication Services
34.6K
+ 58.52%
$96.87 - $114.0 $3.36M - $3.95M
93.8K $9.26M
CAT
Caterpillar Inc

Industrials
14K
+ 23.13%
$326.75 - $407.63 $4.58M - $5.72M
74.7K $24.6M
MDT
Medtronic PLC

Healthcare
25.3K
+ 79.15%
$79.84 - $94.5 $2.02M - $2.39M
57.3K $5.15M
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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