Congress Wealth Management LLC New Holdings in Q2 2025

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BWZ
Spdr Bloomberg Short Term Inte

ETFs
1.09M
New
$26.27 - $28.07 $28.7M - $30.7M
1.09M $30.7M
FTGC
First Trust Global Tactical CO

ETFs
808K
New
$23.09 - $25.91 $18.6M - $20.9M
808K $19.9M
VLUE
Ishares Msci Usa Value Factor

ETFs
156K
New
$93.5 - $113.21 $14.6M - $17.7M
156K $17.7M
ONEV
Spdr Russell 1000 Low Volatili

ETFs
129K
New
$114.16 - $129.6 $14.7M - $16.7M
129K $16.6M
EHC
Encompass Health Corp

Healthcare
110K
New
$96.12 - $122.63 $10.5M - $13.4M
110K $13.4M
HAWX
Ishares Tr Currency Hedged Msc

ETFs
368K
New
$29.8 - $35.39 $11M - $13M
368K $13M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
514K
New
$25.04 - $25.18 $12.9M - $12.9M
514K $12.9M
RDVY
First Trust Rising Dividend Ac

ETFs
197K
New
$51.6 - $62.74 $10.1M - $12.3M
197K $12.3M
NET
Cloudflare, Inc.

Technology
54.1K
New
$97.08 - $195.83 $5.26M - $10.6M
54.1K $10.6M
PINS
Pinterest, Inc.

Communication Services
242K
New
$24.21 - $35.95 $5.86M - $8.7M
242K $8.68M
QAI
Iq Hedge Multi Strategy Compos

ETFs
214K
New
$29.76 - $32.32 $6.36M - $6.91M
214K $6.91M
JBT
John Bean Technologies Corp

Industrials
54.9K
New
N/A
54.9K $6.91M
FSS
Federal Signal Corp

Industrials
60.4K
New
$69.23 - $106.42 $4.18M - $6.43M
60.4K $6.43M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
76.1K
New
$63.36 - $80.23 $4.82M - $6.1M
76.1K $6.1M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
108K
New
$47.13 - $52.52 $5.11M - $5.69M
108K $5.47M
CG
Carlyle Group Inc.

Financial Services
89.6K
New
$34.78 - $51.4 $3.12M - $4.61M
89.6K $4.61M
FIVE
Five Below, Inc

Consumer Cyclical
35K
New
$55.75 - $131.18 $1.95M - $4.59M
35K $4.59M
EA
Electronic Arts Inc.

Communication Services
28.7K
New
$132.53 - $159.7 $3.8M - $4.58M
28.7K $4.58M
JPEM
Jp Morgan Diversified Return

ETFs
77.3K
New
$48.41 - $56.7 $3.74M - $4.38M
77.3K $4.36M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
159K
New
$23.29 - $23.38 $3.69M - $3.71M
159K $3.7M
MGRC
Mcgrath Rentcorp

Industrials
31.7K
New
$101.45 - $118.14 $3.22M - $3.75M
31.7K $3.68M
SYF
Synchrony Financial

Financial Services
53.4K
New
$43.81 - $66.74 $2.34M - $3.56M
53.4K $3.56M
HWKN
Hawkins Inc

Basic Materials
24.9K
New
$103.32 - $143.95 $2.58M - $3.59M
24.9K $3.54M
FDS
Factset Research Systems Inc

Financial Services
7.89K
New
$398.85 - $473.32 $3.14M - $3.73M
7.89K $3.53M
LAUR
Laureate Education, Inc.

Consumer Defensive
140K
New
$18.34 - $23.38 $2.58M - $3.28M
140K $3.28M
PCAR
Paccar Inc

Industrials
29.4K
New
$86.4 - $99.09 $2.54M - $2.91M
29.4K $2.79M
IXUS
Ishares Tr

ETFs
34.9K
New
$62.37 - $77.63 $2.18M - $2.71M
34.9K $2.7M
HTRB
Hartford Fds Total Return Bd E

ETFs
77.5K
New
$33.14 - $34.12 $2.57M - $2.65M
77.5K $2.63M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
26.1K
New
$84.41 - $106.28 $2.21M - $2.78M
26.1K $2.48M
BOND
Pimco Active Bond Exchange Tra

ETFs
25.7K
New
$89.87 - $92.93 $2.31M - $2.39M
25.7K $2.37M
AGX
Argan Inc

Industrials
10.1K
New
$120.08 - $243.11 $1.21M - $2.45M
10.1K $2.22M
BRBR
Bellring Brands, Inc.

Consumer Defensive
36.3K
New
$57.26 - $78.92 $2.08M - $2.87M
36.3K $2.1M
ASTS
Ast Space Mobile, Inc.

Communication Services
38.6K
New
$20.07 - $51.83 $774K - $2M
38.6K $1.8M
EXLS
Exl Service Holdings, Inc.

Technology
36.2K
New
$41.85 - $48.48 $1.52M - $1.76M
36.2K $1.59M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
18K
New
$65.04 - $82.18 $1.17M - $1.48M
18K $1.48M
HOOD
Robinhood Markets, Inc.

Technology
14.4K
New
$34.17 - $93.63 $491K - $1.35M
14.4K $1.35M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
22.1K
New
$49.48 - $61.22 $1.09M - $1.35M
22.1K $1.35M
CBRE
Cbre Group, Inc.

Real Estate
7.03K
New
$113.94 - $140.12 $800K - $984K
7.03K $984K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
16.7K
New
$45.11 - $52.34 $752K - $873K
16.7K $872K
DRIV
Global X Fds Global X Autonomo

ETFs
33.7K
New
$17.75 - $23.51 $598K - $792K
33.7K $784K
MNA
Iq Merger Arbitrage ETF

ETFs
20.9K
New
$33.65 - $35.27 $703K - $737K
20.9K $736K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
7.04K
New
$83.8 - $101.39 $590K - $714K
7.04K $712K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
13.4K
New
$47.29 - $53.34 $633K - $714K
13.4K $703K
MKSI
Mks Instruments Inc

Technology
7.08K
New
$58.78 - $100.27 $416K - $710K
7.08K $703K
ADM
Archer Daniels Midland CO

Consumer Defensive
13.2K
New
$41.79 - $54.16 $553K - $717K
13.2K $698K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
27.1K
New
N/A
27.1K $690K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.46K
New
$201.28 - $266.34 $495K - $655K
2.46K $655K
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.63K
New
$105.2 - $141.69 $487K - $656K
4.63K $655K
HERO
Global X Fds Video Games & Esp

ETFs
19K
New
$23.12 - $32.73 $440K - $623K
19K $622K
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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email