Congress Wealth Management LLC Reduced Holdings in Q1 2025

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RMD
Resmed Inc

Healthcare
-8.64K
- 13.51%
$219.7 - $257.65 $1.9M - $2.22M
55.3K $12.4M
PFF
Ishares Trust Ishares Pfd And

ETFs
-65.3K
- 30.52%
$30.73 - $32.26 $2.01M - $2.11M
149K $4.57M
VFH
Vanguard Financial ETF

ETFs
-15.1K
- 31.86%
$114.07 - $127.34 $1.73M - $1.93M
32.4K $3.87M
VGIT
Vanguard Intermediate Term Tre

ETFs
-28.4K
- 34.56%
$57.44 - $59.4 $1.63M - $1.69M
53.8K $3.19M
VNQ
Vanguard Specialized Funds Van

ETFs
-18.5K
- 24.4%
$85.55 - $94.34 $1.58M - $1.75M
57.3K $5.19M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-962
- 0.07%
$21.75 - $24.28 $20.9K - $23.4K
1.36M $30.1M
MPWR
Monolithic Power Systems Inc

Technology
-2.18K
- 11.82%
$565.7 - $720.25 $1.23M - $1.57M
16.3K $9.43M
XLC
Select Sector Spdr Tr Communic

ETFs
-10.7K
- 1.05%
$94.84 - $105.31 $1.01M - $1.12M
1M $96.7M
VTWG
Vanguard Russell 2000 Growth E

ETFs
-442
- 0.81%
$185.73 - $221.19 $82.1K - $97.8K
54.4K $10.1M
CASY
Caseys General Stores Inc

Consumer Cyclical
-6.38K
- 15.78%
$378.71 - $442.54 $2.42M - $2.82M
34.1K $14.8M
TDY
Teledyne Technologies Inc

Technology
-4.04K
- 13.96%
$455.51 - $518.84 $1.84M - $2.1M
24.9K $12.4M
SRLN
Ssga Active Trust

ETFs
-22.6K
- 23.03%
$41.02 - $41.99 $929K - $951K
75.7K $3.11M
IRM
Iron Mountain Inc

Real Estate
-3.35K
- 10.17%
$82.79 - $111.31 $277K - $373K
29.6K $2.54M
URI
United Rentals, Inc.

Industrials
-597
- 8.88%
$594.17 - $789.56 $355K - $471K
6.13K $3.84M
CPRT
Copart Inc

Consumer Cyclical
-9.38K
- 2.69%
$52.3 - $59.83 $491K - $561K
339K $19.2M
CDNS
Cadence Design Systems Inc

Technology
-2.25K
- 46.05%
$233.96 - $324.52 $527K - $730K
2.64K $670K
VTWV
Vanguard Russell 2000 Value Et

ETFs
-1.05K
- 1.9%
$131.51 - $149.24 $138K - $156K
54.1K $7.21M
SMLV
Spdr Ssga Us Small Cap Low Vol

ETFs
-2K
- 1.84%
$122.03 - $134.83 $243K - $269K
106K $13M
GBIL
Goldman Sachs Access Treasury

ETFs
-7.5K
- 10.95%
$99.85 - $100.19 $749K - $752K
61K $6.12M
BX
Blackstone Inc.

Financial Services
-76
- 0.34%
$136.53 - $186.74 $10.4K - $14.2K
22K $3.08M
BLDR
Builders First Source, Inc.

Industrials
-4.38K
- 45.89%
$122.8 - $173.51 $538K - $761K
5.17K $645K
USB
Us Bancorp \De\

Financial Services
-6.25K
- 7.9%
$40.92 - $50.9 $256K - $318K
72.8K $3.07M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-112
- 0.76%
$375.96 - $484.08 $42.1K - $54.2K
14.7K $5.6M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-15.7K
- 12.89%
$44.68 - $46.49 $704K - $732K
106K $4.93M
VOX
Vanguard Communication Service

ETFs
-3.04K
- 16.91%
$147.73 - $169.24 $449K - $515K
14.9K $2.22M
CSX
Csx Corp

Industrials
-16.1K
- 47.71%
$29.11 - $33.67 $468K - $541K
17.6K $518K
TER
Teradyne, Inc

Technology
-1.02K
- 9.32%
$82.6 - $140.0 $83.9K - $142K
9.89K $816K
CPNG
Coupang, Inc.

Consumer Cyclical
-25.3K
- 50.81%
$21.34 - $25.52 $539K - $644K
24.4K $536K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
-6.76K
- 27.7%
$61.55 - $71.27 $416K - $482K
17.6K $1.1M
DFAU
Dimensional ETF Tr

ETFs
-12.9K
- 46.91%
$37.84 - $42.29 $487K - $544K
14.6K $559K
EQIX
Equinix Inc

Real Estate
-68
- 1.76%
$803.0 - $959.97 $54.6K - $65.3K
3.8K $3.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-33.2K
- 5.13%
$22.46 - $23.26 $746K - $772K
614K $14.2M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-38K
- 78.43%
$12.18 - $12.91 $463K - $491K
10.5K $129K
MOD
Modine Manufacturing CO

Consumer Cyclical
-554
- 6.0%
$76.06 - $142.68 $42.1K - $79K
8.69K $666K
VDC
Vanguard Consumer Staples ETF

ETFs
-1.97K
- 30.56%
$206.54 - $226.16 $406K - $445K
4.47K $977K
SOXX
Ishares Semiconductor ETF

ETFs
-1.57K
- 51.62%
$188.17 - $235.81 $295K - $369K
1.47K $276K
UAA
Under Armour, Inc.

Consumer Cyclical
-35.4K
- 57.57%
$6.25 - $8.66 $221K - $306K
26.1K $162K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-893
- 19.26%
$302.31 - $337.54 $270K - $301K
3.74K $1.15M
FMB
First Tr Exchange Traded Fd Ii

ETFs
-1.19K
- 0.25%
$50.17 - $51.45 $59.6K - $61.1K
465K $23.5M
SAP
Sap Se

Technology
-1.42K
- 26.92%
$241.4 - $293.69 $344K - $418K
3.87K $1.04M
BCE
Bce Inc

Communication Services
-11.4K
- 55.81%
$22.14 - $25.18 $252K - $286K
9K $206K
OMF
One Main Holdings, Inc.

Financial Services
-4.52K
- 43.67%
$45.35 - $58.06 $205K - $263K
5.84K $285K
KEYS
Keysight Technologies, Inc.

Technology
-1.47K
- 48.21%
$148.16 - $185.11 $217K - $272K
1.58K $236K
FICO
Fair Isaac Corp

Technology
-62
- 6.67%
$1695.35 - $2030.47 $105K - $126K
867 $1.6M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-26K
- 56.81%
$9.83 - $10.34 $256K - $269K
19.8K $197K
WEC
Wec Energy Group, Inc.

Utilities
-3.65K
- 36.62%
$92.12 - $108.98 $337K - $398K
6.32K $689K
IYH
Ishares Tr

ETFs
-5.81K
- 13.92%
$58.32 - $62.76 $339K - $364K
35.9K $2.19M
BHB
Bar Harbor Bankshares

Financial Services
-7.52K
- 48.82%
$29.04 - $33.44 $218K - $252K
7.89K $232K
CACI
Caci International Inc

Technology
-534
- 1.99%
N/A
26.3K $11.2M
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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