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
EW
Edwards Lifesciences Corp

Healthcare
5.88K
+ 92.5%
$67.07 - $78.22 $395K - $460K
12.2K $957K
RSG
Republic Services, Inc.

Industrials
1.97K
+ 85.56%
$227.2 - $258.07 $448K - $509K
4.28K $1.06M
MELI
Mercadolibre Inc

Consumer Cyclical
126
+ 50.6%
$1794.73 - $2613.63 $226K - $329K
375 $980K
USXF
Ishares Esg Advanced Msci Usa

Technology
7.13K
+ 50.4%
$41.54 - $53.93 $296K - $384K
21.3K $1.15M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
860
+ 4.5%
$104.23 - $134.39 $89.6K - $116K
20K $2.68M
BP
Bp PLC

Energy
20.6K
+ 53.23%
$26.11 - $33.81 $539K - $698K
59.4K $1.78M
VCR
Vanguard Consumer Discretionar

ETFs
1.16K
+ 99.91%
$290.42 - $364.35 $337K - $422K
2.32K $840K
SPTS
Spdr Portfolio Short Term Trea

ETFs
15.6K
+ 139.16%
$29.07 - $29.38 $453K - $458K
26.8K $785K
IGM
Ishares Expanded Tech Sector E

ETFs
1.61K
+ 12.59%
$79.8 - $112.34 $128K - $181K
14.4K $1.62M
MAN
Manpower Group Inc.

Industrials
14.3K
+ 205.87%
$38.37 - $58.77 $549K - $841K
21.3K $859K
ED
Consolidated Edison Inc

Utilities
6.57K
+ 32.53%
$98.05 - $113.3 $644K - $744K
26.7K $2.68M
LEG
Leggett & Platt Inc

Consumer Cyclical
44.9K
+ 90.61%
$6.56 - $9.72 $294K - $436K
94.4K $842K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
18.6K
+ 114.47%
$22.9 - $26.78 $425K - $497K
34.8K $871K
BAX
Baxter International Inc

Healthcare
17.3K
+ 87.01%
$27.8 - $34.02 $481K - $589K
37.2K $1.13M
HSY
Hershey CO

Consumer Defensive
2.85K
+ 53.73%
$151.29 - $173.13 $432K - $494K
8.16K $1.35M
DOV
Dover Corp

Industrials
2.23K
+ 49.94%
$151.14 - $186.7 $337K - $417K
6.7K $1.23M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
7.68K
+ 58.66%
$61.03 - $67.59 $469K - $519K
20.8K $1.33M
AMG
Affiliated Managers Group, Inc.

Financial Services
1.99K
+ 138.47%
$143.35 - $197.67 $286K - $394K
3.43K $675K
MORN
Morningstar, Inc.

Financial Services
783
+ 5.9%
$255.31 - $313.93 $200K - $246K
14K $4.41M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.03K
+ 32.13%
$46.41 - $47.7 $419K - $431K
37.1K $1.77M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
12.7K
+ 10.59%
$27.01 - $28.59 $344K - $364K
133K $3.8M
HE
Hawaiian Electric Industries Inc

Utilities
44.3K
+ 24.81%
$9.36 - $10.96 $415K - $486K
223K $2.37M
IWR
Ishares Russell Mid Cap ETF

ETFs
1.94K
+ 5.82%
$74.88 - $91.97 $145K - $178K
35.2K $3.24M
UL
Unilever PLC

Consumer Defensive
6.4K
+ 64.44%
$57.9 - $65.43 $371K - $419K
16.3K $999K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.18K
+ 96.23%
$81.46 - $94.63 $341K - $396K
8.53K $807K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.18K
+ 4.66%
$29.12 - $35.84 $122K - $150K
93.9K $3.36M
VT
Vanguard Total World Stk Index

ETFs
2.32K
+ 27.94%
$103.16 - $128.52 $239K - $298K
10.6K $1.36M
LANC
Lancaster Colony Corp

Consumer Defensive
2.35K
+ 99.96%
$159.67 - $192.9 $376K - $454K
4.71K $812K
CYTK
Cytokinetics Inc

Healthcare
18.1K
+ 64.75%
$29.84 - $42.92 $541K - $778K
46.1K $1.52M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5.13K
+ 164.27%
$90.21 - $112.66 $463K - $578K
8.25K $752K
CNI
Canadian National Railway CO

Industrials
3.32K
+ 43.25%
$92.66 - $108.13 $308K - $359K
11K $1.14M
A
Agilent Technologies, Inc.

Healthcare
3.3K
+ 110.86%
$99.29 - $120.52 $327K - $397K
6.27K $740K
INFY
Infosys LTD

Technology
20.5K
+ 94.07%
$16.14 - $18.75 $331K - $384K
42.3K $783K
NSC
Norfolk Southern Corp

Industrials
743
+ 7.32%
$206.34 - $257.46 $153K - $191K
10.9K $2.79M
IGLB
Ishares 10+ Year Investment Gr

ETFs
7.69K
+ 6.52%
$47.55 - $50.44 $366K - $388K
126K $6.31M
BKNG
Booking Holdings Inc.

Consumer Cyclical
21
+ 9.5%
$4164.15 - $5789.24 $87.4K - $122K
242 $1.4M
KMI
Kinder Morgan, Inc.

Energy
6.02K
+ 2.64%
$25.21 - $29.4 $152K - $177K
234K $6.88M
CCL
Carnival Corp

Consumer Cyclical
3.8K
+ 12.33%
$16.43 - $28.12 $62.4K - $107K
34.6K $972K
SPG
Simon Property Group Inc

Real Estate
2.4K
+ 56.58%
$140.37 - $171.44 $337K - $412K
6.65K $1.07M
IYH
Ishares Tr

ETFs
9.2K
+ 25.61%
$53.97 - $60.17 $496K - $553K
45.1K $2.55M
WDC
Western Digital Corp

Technology
520
+ 3.73%
$30.54 - $63.99 $15.9K - $33.3K
14.5K $924K
VTWV
Vanguard Russell 2000 Value Et

ETFs
107
+ 0.2%
$116.09 - $139.09 $12.4K - $14.9K
54.3K $7.55M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.35K
+ 111.73%
$97.29 - $105.63 $326K - $354K
6.35K $645K
MSTR
Microstrategy Inc

Technology
567
+ 63.07%
$237.95 - $421.61 $135K - $239K
1.47K $592K
FISV
Fiserv Inc

Technology
2.58K
+ 18.82%
N/A
16.3K $2.04M
DGRO
Ishares Core Dividend Growth E

ETFs
1.87K
+ 1.99%
$55.22 - $63.94 $103K - $120K
95.9K $6.13M
IREN
Iris Energy LTD

Financial Services
10K
+ 50.0%
$5.3 - $14.57 $53K - $146K
30K $437K
OMF
One Main Holdings, Inc.

Financial Services
4.67K
+ 79.98%
$40.42 - $57.0 $189K - $266K
10.5K $598K
NUE
Nucor Corp

Basic Materials
1.94K
+ 30.44%
$103.22 - $131.43 $200K - $255K
8.32K $1.08M
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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