Congress Wealth Management LLC Incresed Positions in Q2 2025

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WFC
Wells Fargo & Company

Financial Services
7.38K
+ 25.76%
$60.98 - $80.12 $450K - $591K
36K $2.89M
SHEL
Shell PLC

Energy
12.2K
+ 97.77%
$59.75 - $73.05 $726K - $888K
24.6K $1.73M
XLP
Consumer Staples Sector Spdr

ETFs
10.7K
+ 1.72%
N/A
631K $48M
WM
Waste Management Inc

Industrials
3.61K
+ 67.23%
$216.47 - $242.1 $781K - $873K
8.98K $2.05M
IDXX
Idexx Laboratories Inc

Healthcare
527
+ 12.17%
$361.04 - $536.34 $190K - $283K
4.86K $2.61M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
4.8K
+ 14.07%
$421.16 - $509.5 $2.02M - $2.45M
38.9K $17.3M
LSTR
Landstar System Inc

Industrials
5.87K
+ 180.07%
$131.55 - $151.93 $772K - $892K
9.13K $1.27M
STAG
Stag Industrial, Inc.

Real Estate
21.2K
+ 140.28%
$30.08 - $37.02 $639K - $786K
36.4K $1.32M
HDV
Ishares Core High Dividend ETF

ETFs
6.69K
+ 110.32%
$108.41 - $120.51 $726K - $807K
12.8K $1.5M
ASIX
Advan Six Inc.

Basic Materials
30.1K
+ 215.23%
$18.69 - $24.81 $562K - $746K
44.1K $1.05M
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 18.18%
$725400.0 - $809350.0 $1.45M - $1.62M
13 $9.47M
HII
Huntington Ingalls Industries, Inc.

Industrials
2.69K
+ 242.16%
$183.31 - $241.46 $493K - $649K
3.8K $917K
IWV
Ishares Russell 3000 ETF

ETFs
1.57K
+ 38.53%
$281.67 - $351.0 $443K - $552K
5.66K $1.99M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
385
+ 0.41%
$58.41 - $72.69 $22.5K - $28K
95.4K $6.93M
GLW
Corning Inc

Technology
10.5K
+ 53.52%
$39.07 - $52.59 $410K - $551K
30.1K $1.58M
CNMD
Conmed Corp

Healthcare
15K
+ 125.39%
$47.66 - $60.73 $713K - $908K
26.9K $1.4M
GNTX
Gentex Corp

Consumer Cyclical
31.8K
+ 182.15%
$20.83 - $23.52 $662K - $747K
49.2K $1.08M
RECS
Columbia ETF Tr I

ETFs
9.27K
+ 10.3%
$29.4 - $36.79 $273K - $341K
99.3K $3.65M
PTC
Ptc Inc.

Technology
1.01K
+ 3.65%
$136.74 - $173.24 $139K - $175K
28.8K $4.96M
TILE
Interface Inc

Consumer Cyclical
15K
+ 4.79%
$17.79 - $21.16 $267K - $317K
328K $6.86M
GVI
Ishares Tr

ETFs
5.75K
+ 13.66%
$104.82 - $106.79 $602K - $614K
47.8K $5.11M
BWXT
Bwx Technologies, Inc.

Industrials
3.74K
+ 169.51%
$89.24 - $144.06 $333K - $538K
5.94K $855K
GLNG
Golar Lng LTD

Energy
10.2K
+ 14.8%
$30.7 - $42.63 $312K - $433K
78.8K $3.24M
VRSK
Verisk Analytics, Inc.

Industrials
1.99K
+ 167.17%
$277.03 - $321.33 $552K - $640K
3.18K $991K
SPOT
Spotify Technology S.A.

Communication Services
449
+ 36.53%
$503.3 - $775.9 $226K - $348K
1.68K $1.29M
CPNG
Coupang, Inc.

Consumer Cyclical
13.9K
+ 56.69%
$19.76 - $30.81 $274K - $427K
38.3K $1.15M
MCHP
Microchip Technology Inc

Technology
3.51K
+ 21.33%
$35.34 - $71.6 $124K - $252K
20K $1.41M
LECO
Lincoln Electric Holdings Inc

Industrials
1.5K
+ 9.4%
$167.18 - $211.38 $251K - $317K
17.5K $3.62M
ASB
Associated Banc Corp

Financial Services
23.6K
+ 216.55%
$18.91 - $24.56 $447K - $580K
34.5K $842K
IWS
Ishares Russell Midcap Value E

ETFs
3.98K
+ 37.64%
$110.58 - $132.14 $440K - $526K
14.6K $1.92M
FHI
Federated Hermes, Inc.

Financial Services
12.7K
+ 177.79%
$35.85 - $44.32 $457K - $565K
19.9K $882K
SONY
Sony Group Corp

Technology
21K
+ 35.7%
$21.24 - $26.88 $446K - $564K
79.8K $2.08M
PINC
Premier, Inc.

Healthcare
22.7K
+ 86.88%
$18.94 - $23.3 $431K - $530K
48.9K $1.07M
VIS
Vanguard Industrial ETF

ETFs
821
+ 7.9%
$220.04 - $280.07 $181K - $230K
11.2K $3.14M
SOXX
Ishares Semiconductor ETF

ETFs
2.06K
+ 140.46%
$154.86 - $239.07 $319K - $493K
3.53K $842K
CARR
Carrier Global Corp

Industrials
6.59K
+ 77.53%
$55.55 - $75.83 $366K - $499K
15.1K $1.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.22K
+ 72.84%
$59.24 - $71.39 $427K - $515K
17.1K $1.22M
FITB
Fifth Third Bancorp

Financial Services
10.8K
+ 18.13%
$33.32 - $41.51 $359K - $447K
70.1K $2.88M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.86K
+ 22.38%
$108.12 - $135.04 $309K - $386K
15.6K $2.11M
JHMM
John Hancock Multifactor Mid C

ETFs
8.49K
+ 113.57%
$50.32 - $61.13 $427K - $519K
16K $976K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.48K
+ 43.15%
$116.93 - $119.39 $524K - $535K
14.9K $1.77M
MAR
Marriott International Inc

Consumer Cyclical
1.12K
+ 17.11%
$211.12 - $274.14 $237K - $308K
7.68K $2.1M
BX
Blackstone Inc.

Financial Services
2.13K
+ 9.67%
$120.07 - $151.11 $256K - $322K
24.1K $3.61M
AMP
Ameriprise Financial Inc

Financial Services
453
+ 7.73%
$422.19 - $533.73 $191K - $242K
6.31K $3.37M
MTX
Minerals Technologies Inc

Basic Materials
11.2K
+ 104.74%
$50.93 - $63.06 $572K - $708K
21.9K $1.21M
AINV
Apollo Investment Corp

Financial Services
46.7K
+ 158.23%
N/A
76.3K $848K
NDAQ
Nasdaq, Inc.

Financial Services
2.58K
+ 12.17%
$66.4 - $89.42 $171K - $231K
23.8K $2.13M
SE
Sea LTD

Consumer Cyclical
2.92K
+ 183.28%
$105.57 - $170.4 $308K - $497K
4.51K $720K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.55K
+ 45.85%
$180.84 - $240.32 $280K - $372K
4.92K $1.18M
Activity Summary
Buys All Purchases 862 New Holdings 161 Increased Positions 701 Sells All Sells 269 Reductions 269 Sold out 0 Options Calls 0 Puts 0
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