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
INTC
Intel Corp

Technology
20.5K
+ 5.85%
$19.1 - $27.39 $392K - $562K
371K $8.43M
IDXX
Idexx Laboratories Inc

Healthcare
3.26K
+ 303.54%
$406.29 - $469.04 $1.32M - $1.53M
4.33K $1.82M
SCHW
Schwab Charles Corp

Financial Services
17.4K
+ 583.12%
$71.24 - $83.64 $1.24M - $1.45M
20.4K $1.59M
MCO
Moodys Corp

Financial Services
3.47K
+ 10.56%
$437.8 - $527.48 $1.52M - $1.83M
36.3K $16.9M
IYF
Ishares Tr

ETFs
11.9K
+ 385.99%
$107.69 - $119.37 $1.28M - $1.42M
15K $1.69M
RRC
Range Resources Corp

Energy
25.6K
+ 32.42%
$35.22 - $41.29 $902K - $1.06M
105K $4.18M
ED
Consolidated Edison Inc

Utilities
9.37K
+ 86.68%
$88.0 - $110.59 $825K - $1.04M
20.2K $2.23M
FISV
Fiserv Inc

Technology
10K
+ 270.56%
N/A
13.7K $1.72M
CB
Chubb LTD

Financial Services
3.99K
+ 212.74%
$257.71 - $301.99 $1.03M - $1.21M
5.87K $1.77M
CRTO
Criteo S.A.

Communication Services
50.4K
+ 38.57%
$34.81 - $45.89 $1.75M - $2.31M
181K $6.41M
DVY
Ishares Tr

ETFs
6.13K
+ 4.43%
$128.58 - $138.1 $788K - $846K
144K $19.4M
PLTR
Palantir Technologies Inc.

Technology
13.5K
+ 157.8%
$64.98 - $124.62 $878K - $1.68M
22.1K $1.86M
CMCSA
Comcast Corp

Communication Services
34.6K
+ 34.81%
$33.19 - $38.23 $1.15M - $1.32M
134K $4.95M
TMUS
T Mobile Us, Inc.

Communication Services
2.89K
+ 31.94%
$211.3 - $272.83 $611K - $789K
11.9K $3.19M
QCOM
Qualcomm Inc

Technology
7.7K
+ 23.23%
$151.94 - $175.86 $1.17M - $1.35M
40.9K $6.28M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.68K
+ 42.38%
$208.48 - $244.03 $768K - $899K
12.4K $3.02M
CTRA
Coterra Energy Inc.

Energy
35.7K
+ 84.78%
$25.51 - $29.83 $910K - $1.06M
77.7K $2.25M
HD
Home Depot, Inc.

Consumer Cyclical
9.71K
+ 9.14%
$347.25 - $424.87 $3.37M - $4.13M
116K $42.5M
CEG
Constellation Energy Corp

Utilities
6.01K
+ 319.85%
$201.63 - $347.44 $1.21M - $2.09M
7.89K $1.59M
PODD
Insulet Corp

Healthcare
4.34K
+ 30.8%
$237.06 - $288.29 $1.03M - $1.25M
18.4K $4.84M
NEE
Nextera Energy Inc

Utilities
19.5K
+ 6.95%
$66.96 - $76.16 $1.31M - $1.49M
300K $21.3M
BAC
Bank Of America Corp

Financial Services
33.3K
+ 31.17%
$39.61 - $47.74 $1.32M - $1.59M
140K $5.84M
ADSK
Autodesk, Inc.

Technology
4.68K
+ 63.46%
N/A
12K $2.96M
AZEK
Azek CO Inc.

Industrials
19.8K
+ 20.8%
$39.61 - $52.0 $785K - $1.03M
115K $5.63M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.7K
+ 3.11%
$42.5 - $46.71 $541K - $594K
422K $19.1M
D
Dominion Energy, Inc

Utilities
11.3K
+ 5.93%
$52.85 - $57.43 $595K - $647K
201K $11.3M
AXP
American Express CO

Financial Services
8.22K
+ 19.52%
$255.39 - $325.87 $2.1M - $2.68M
50.3K $13.5M
NDAQ
Nasdaq, Inc.

Financial Services
13.7K
+ 183.91%
$72.17 - $83.76 $991K - $1.15M
21.2K $1.61M
VV
Vanguard Large Cap ETF

ETFs
4.01K
+ 453.28%
$253.32 - $282.66 $1.02M - $1.13M
4.89K $1.26M
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
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
AVUV
American Centy ETF Tr Avantis

ETFs
10.8K
+ 263.32%
$84.95 - $100.62 $918K - $1.09M
14.9K $1.3M
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
LECO
Lincoln Electric Holdings Inc

Industrials
4.5K
+ 39.29%
$180.51 - $216.81 $812K - $976K
16K $3.02M
DD
Du Pont De Nemours, Inc.

Basic Materials
13.2K
+ 14.41%
$72.7 - $84.32 $963K - $1.12M
105K $7.85M
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
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
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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