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
VHT
Vanguard Health Care ETF

ETFs
8.14K
+ 7.35%
$236.71 - $261.92 $1.93M - $2.13M
119K $29.6M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1.22K
+ 65.61%
$225.56 - $335.19 $275K - $409K
3.08K $731K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
13.7K
+ 35.43%
$13.96 - $16.51 $191K - $226K
52.4K $853K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
10.4K
+ 96.71%
$16.37 - $18.59 $171K - $194K
21.2K $390K
CFG
Citizens Financial Group Inc

Financial Services
3.12K
+ 19.23%
$34.27 - $44.75 $107K - $140K
19.4K $866K
MEDP
Medpace Holdings, Inc.

Healthcare
224
+ 1.6%
$277.23 - $315.28 $62.1K - $70.6K
14.3K $4.48M
BMY
Bristol Myers Squibb CO

Healthcare
83.8K
+ 33.47%
$44.12 - $59.6 $3.7M - $5M
334K $15.5M
NKE
Nike, Inc.

Consumer Cyclical
748
+ 3.88%
$53.27 - $72.04 $39.8K - $53.9K
20K $1.42M
AMT
American Tower Corp

Real Estate
635
+ 3.99%
$203.96 - $228.19 $130K - $145K
16.6K $3.66M
SBAC
Sba Communications Corp

Real Estate
503
+ 9.92%
$208.57 - $243.4 $105K - $122K
5.57K $1.31M
DRI
Darden Restaurants Inc

Consumer Cyclical
340
+ 3.04%
$186.58 - $225.78 $63.4K - $76.8K
11.5K $2.52M
VTR
Ventas, Inc.

Real Estate
3.29K
+ 102.66%
$62.45 - $70.08 $205K - $230K
6.49K $409K
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.52K
+ 5.31%
$51.14 - $57.0 $180K - $200K
69.8K $3.97M
HMC
Honda Motor CO LTD

Consumer Cyclical
1.66K
+ 2.16%
$25.0 - $30.93 $41.6K - $51.5K
78.7K $2.27M
ZWS
Zurn Water Solutions Corp

Industrials
613
+ 1.43%
$28.5 - $37.54 $17.5K - $23K
43.5K $1.59M
IBB
Ishares Biotechnology ETF

ETFs
1.47K
+ 18.29%
$112.02 - $129.0 $165K - $190K
9.53K $1.21M
OEF
Ishares S&P 100 ETF

ETFs
655
+ 71.9%
N/A
1.57K $416K
IQLT
Ishares Msci Intl Quality Fact

ETFs
2.35K
+ 11.88%
$35.9 - $43.76 $84.5K - $103K
22.2K $957K
PESI
Perma Fix Environmental Services Inc

Industrials
10K
+ 48.78%
$6.51 - $11.21 $65.1K - $112K
30.5K $320K
LHX
L3 Harris Technologies, Inc.

Industrials
321
+ 14.83%
$200.21 - $256.99 $64.3K - $82.5K
2.49K $623K
GIS
General Mills Inc

Consumer Defensive
7.92K
+ 26.05%
$50.37 - $60.97 $399K - $483K
38.3K $1.99M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.53K
+ 9.5%
$24.94 - $31.15 $63.1K - $78.8K
29.2K $906K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.24K
+ 9.54%
$33.46 - $41.33 $75K - $92.6K
25.7K $1.06M
VV
Vanguard Large Cap ETF

ETFs
79
+ 1.62%
$228.25 - $285.3 $18K - $22.5K
4.97K $1.42M
IVE
Ishares S&P 500 Value ETF

ETFs
680
+ 12.27%
$168.34 - $195.42 $114K - $133K
6.22K $1.22M
SWKS
Skyworks Solutions, Inc.

Technology
967
+ 11.31%
$49.2 - $74.95 $47.6K - $72.5K
9.51K $708K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
8.78K
+ 52.36%
$51.73 - $71.41 $454K - $627K
25.5K $1.35M
EFG
Msci Eafe Growth ETF

ETFs
94
+ 0.78%
$89.8 - $112.0 $8.44K - $10.5K
12.1K $1.35M
ANSS
Ansys Inc

Technology
83
+ 2.35%
$284.19 - $351.22 $23.6K - $29.2K
3.62K $1.27M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
636
+ 29.85%
$113.67 - $150.4 $72.3K - $95.7K
2.77K $416K
OTIS
Otis Worldwide Corp

Industrials
1.63K
+ 45.17%
$90.88 - $104.3 $148K - $170K
5.25K $519K
TD
Toronto Dominion Bank

Financial Services
854
+ 14.59%
$55.71 - $73.45 $47.6K - $62.7K
6.71K $492K
VTWO
Vanguard Russell 2000 ETF

ETFs
1.2K
+ 21.42%
$70.56 - $87.22 $84.7K - $105K
6.8K $593K
DBND
Doubleline ETF Tr Opportunisti

ETFs
2.91K
+ 2.97%
$45.18 - $46.32 $131K - $135K
101K $4.65M
FLCH
Franklin Templeton ETF Tr

ETFs
416
+ 0.11%
$17.74 - $21.96 $7.38K - $9.14K
374K $8.13M
ES
Eversource Energy

Utilities
2.01K
+ 33.58%
$54.25 - $65.89 $109K - $132K
7.99K $508K
TRMB
Trimble Inc.

Technology
285
+ 2.55%
$55.12 - $75.98 $15.7K - $21.7K
11.5K $870K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11
+ 0.05%
$43.53 - $54.46 $479 - $599
23.5K $1.28M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
379
+ 1.68%
$19.5 - $30.4 $7.39K - $11.5K
23K $673K
NGG
National Grid PLC

Utilities
1.32K
+ 35.15%
$62.74 - $74.79 $82.8K - $98.6K
5.07K $377K
WEC
Wec Energy Group, Inc.

Utilities
1.54K
+ 24.34%
$102.24 - $109.76 $157K - $169K
7.86K $819K
WULF
Terawulf Inc.

Financial Services
10K
+ 19.23%
$2.24 - $4.53 $22.4K - $45.3K
62K $271K
CTSH
Cognizant Technology Solutions Corp

Technology
1.18K
+ 4.69%
$66.47 - $81.81 $78.5K - $96.6K
26.4K $2.06M
ICLN
Ishares

ETFs
7.47K
+ 40.32%
$10.56 - $13.31 $78.9K - $99.4K
26K $340K
IYF
Ishares Tr

ETFs
41
+ 0.27%
$99.23 - $120.99 $4.07K - $4.96K
15.1K $1.82M
MSGS
Madison Square Garden Sports Corp.

Communication Services
147
+ 2.19%
$175.61 - $208.95 $25.8K - $30.7K
6.86K $1.43M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
627
+ 14.18%
$102.11 - $124.82 $64K - $78.3K
5.05K $630K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
10.5K
+ 14.22%
$10.82 - $12.71 $114K - $134K
84.7K $1.05M
STT
State Street Corp

Financial Services
679
+ 22.45%
$75.33 - $106.34 $51.1K - $72.2K
3.7K $393K
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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