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
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-9.62K
- 3.59%
$22.25 - $23.0 $214K - $221K
258K $5.94M
CHDN
Churchill Downs Inc

Consumer Cyclical
-569
- 8.96%
$106.5 - $132.91 $60.6K - $75.6K
5.78K $642K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-3.81K
- 6.23%
$76.77 - $82.22 $292K - $313K
57.3K $4.55M
DBND
Doubleline ETF Tr Opportunisti

ETFs
-6.43K
- 6.18%
$44.88 - $46.36 $289K - $298K
97.7K $4.51M
GRAB
Grab Holdings LTD

Technology
-38.3K
- 36.42%
$4.12 - $5.34 $158K - $204K
66.8K $302K
KAI
Kadant Inc

Industrials
-527
- 42.43%
$335.28 - $398.39 $177K - $210K
715 $240K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-1.69K
- 1.79%
$18.47 - $21.1 $31.1K - $35.6K
92.8K $1.71M
RPM
Rpm International Inc

Basic Materials
-661
- 4.52%
$114.03 - $128.31 $75.4K - $84.8K
14K $1.62M
CXDO
Crexendo, Inc.

Communication Services
-33K
- 60.0%
$4.87 - $7.16 $161K - $236K
22K $107K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-2.47K
- 19.07%
$36.64 - $45.76 $90.4K - $113K
10.5K $392K
INFY
Infosys LTD

Technology
-4.15K
- 15.99%
$18.06 - $22.89 $74.9K - $95K
21.8K $397K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-2.56K
- 0.86%
$20.7 - $21.15 $53K - $54.2K
297K $6.15M
HDB
Hdfc Bank LTD

Financial Services
-3.18K
- 17.49%
$58.06 - $66.85 $185K - $212K
15K $996K
IYY
Ishares Tr

ETFs
-880
- 15.36%
$134.05 - $149.75 $118K - $132K
4.85K $659K
VT
Vanguard Total World Stk Index

ETFs
-1.24K
- 12.97%
$115.08 - $123.97 $142K - $153K
8.29K $960K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-1.57K
- 13.81%
$58.81 - $68.2 $92.3K - $107K
9.79K $584K
ANSS
Ansys Inc

Technology
-233
- 6.18%
$316.56 - $360.36 $73.8K - $84K
3.54K $1.12M
IGM
Ishares Expanded Tech Sector E

ETFs
-16
- 0.12%
$90.67 - $108.46 $1.45K - $1.74K
12.8K $1.16M
IBN
Icici Bank LTD

Financial Services
-8.12K
- 11.89%
$27.55 - $31.67 $224K - $257K
60.1K $1.9M
FTNT
Fortinet, Inc.

Technology
-3.16K
- 3.46%
$92.49 - $114.57 $292K - $362K
88.2K $8.49M
KB
Kb Financial Group Inc.

Financial Services
-1.92K
- 15.66%
$53.14 - $62.87 $102K - $120K
10.3K $557K
MMYT
Make My Trip LTD

Consumer Cyclical
-1.53K
- 32.59%
N/A
3.16K $272K
HYLB
Xtrackers Usd High Yield Corp

ETFs
-3.65K
- 6.49%
$35.96 - $36.72 $131K - $134K
52.6K $1.9M
TWLO
Twilio Inc

Communication Services
-921
- 26.7%
$94.9 - $148.35 $87.4K - $137K
2.53K $247K
VTWO
Vanguard Russell 2000 ETF

ETFs
-830
- 12.9%
$80.08 - $92.93 $66.5K - $77.1K
5.6K $451K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.82K
- 4.93%
N/A
35.1K $2.19M
VCR
Vanguard Consumer Discretionar

ETFs
-135
- 10.42%
$318.51 - $391.75 $43K - $52.9K
1.16K $377K
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.89K
- 7.98%
$106.22 - $111.09 $201K - $210K
21.8K $2.42M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-222
- 0.64%
$55.97 - $64.13 $12.4K - $14.2K
34.5K $1.94M
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
-8.05K
- 12.89%
$49.06 - $56.82 $395K - $457K
54.4K $2.99M
OGN
Organon & Co.

Healthcare
-5.74K
- 4.71%
$14.29 - $16.41 $82K - $94.2K
116K $1.73M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.71K
- 3.92%
$49.42 - $50.43 $84.3K - $86K
41.8K $2.09M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-192
- 3.16%
$119.87 - $145.05 $23K - $27.8K
5.89K $737K
SCHO
Schwab Short Term Us Treasury

ETFs
-3.67K
- 8.77%
$24.1 - $24.34 $88.5K - $89.4K
38.2K $930K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.57K
- 6.53%
$21.23 - $23.75 $33.3K - $37.3K
22.5K $483K
BAP
Credicorp LTD

Financial Services
-343
- 15.61%
$178.97 - $197.4 $61.4K - $67.7K
1.85K $345K
ACWI
Ishares Msci Acwi ETF

ETFs
-113
- 0.3%
$115.16 - $124.13 $13K - $14K
37.7K $4.38M
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
-1.63K
- 3.13%
$40.24 - $40.65 $65.4K - $66.1K
50.2K $2.04M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-5.25K
- 3.37%
$37.07 - $40.63 $195K - $213K
151K $5.94M
GVI
Ishares Tr

ETFs
-1.2K
- 2.78%
$103.49 - $106.02 $125K - $128K
42.1K $4.46M
MPC
Marathon Petroleum Corp

Energy
-427
- 16.54%
$134.72 - $159.03 $57.5K - $67.9K
2.15K $313K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
-647
- 13.98%
$49.54 - $55.15 $32.1K - $35.7K
3.98K $200K
SPMD
Spdr Portfolio

ETFs
-56
- 0.53%
$50.21 - $57.73 $2.81K - $3.23K
10.5K $538K
STT
State Street Corp

Financial Services
-108
- 3.45%
$84.47 - $102.23 $9.12K - $11K
3.02K $270K
FAST
Fastenal CO

Industrials
-752
- 17.55%
$71.11 - $79.98 $53.5K - $60.1K
3.53K $273K
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
-227
- 4.88%
$111.29 - $123.42 $25.3K - $28K
4.42K $504K
TD
Toronto Dominion Bank

Financial Services
-1.36K
- 18.86%
$53.12 - $61.15 $72.2K - $83.2K
5.85K $350K
BWXT
Bwx Technologies, Inc.

Industrials
-45
- 2.0%
$96.59 - $128.46 $4.35K - $5.78K
2.2K $217K
ASB
Associated Banc Corp

Financial Services
-698
- 6.01%
$21.06 - $25.63 $14.7K - $17.9K
10.9K $245K
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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