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
HEI
Heico Corp

Industrials
-100
- 2.46%
$219.6 - $270.85 $22K - $27.1K
3.96K $1.06M
BCPC
Balchem Corp

Basic Materials
-303
- 0.6%
$154.22 - $176.16 $46.7K - $53.4K
50.4K $8.37M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-8.95K
- 4.73%
$33.84 - $37.77 $303K - $338K
180K $6.56M
ELV
Elevance Health, Inc.

Healthcare
-150
- 5.71%
$365.9 - $436.25 $54.9K - $65.4K
2.48K $1.08M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-97
- 0.53%
$47.66 - $57.45 $4.62K - $5.57K
18.2K $992K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-2.22K
- 0.69%
$66.3 - $74.17 $147K - $165K
319K $22.2M
FLJP
Franklin Templeton ETF Tr

ETFs
-4.83K
- 1.46%
$27.82 - $30.67 $134K - $148K
325K $9.56M
BCD
Abrdn Etfs Abrdn Bloomberg All

ETFs
-2.46K
- 3.12%
$31.25 - $34.24 $76.9K - $84.2K
76.5K $2.61M
AIG
American International Group, Inc.

Financial Services
-44
- 0.31%
$70.5 - $86.94 $3.1K - $3.83K
14.2K $1.24M
PAYX
Paychex Inc

Industrials
-430
- 2.28%
$136.06 - $154.52 $58.5K - $66.4K
18.4K $2.84M
VEU
Vanguard Ftse All World Ex Us

ETFs
-141
- 0.21%
$56.51 - $62.98 $7.97K - $8.88K
67.9K $4.12M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-2.33K
- 4.08%
$69.81 - $78.9 $163K - $184K
54.8K $4.27M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-4.34K
- 0.38%
$28.27 - $29.28 $123K - $127K
1.14M $33.1M
IAUM
I Shares Gold Trust Micro

ETFs
-908
- 1.18%
$26.29 - $31.17 $23.9K - $28.3K
76.4K $2.38M
GILD
Gilead Sciences, Inc.

Healthcare
-103
- 0.42%
$89.14 - $117.41 $9.18K - $12.1K
24.6K $2.76M
AFL
Aflac Inc

Financial Services
-1.2K
- 1.5%
$100.99 - $111.19 $121K - $134K
79K $8.78M
PEN
Penumbra Inc

Healthcare
-7.05K
- 8.83%
$237.28 - $303.76 $1.67M - $2.14M
72.8K $19.5M
EOG
Eog Resources Inc

Energy
-802
- 0.65%
$120.54 - $138.05 $96.7K - $111K
123K $15.8M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-9.02K
- 3.44%
$96.27 - $116.36 $869K - $1.05M
253K $29.5M
AVEM
American Centy ETF Tr Avantis

ETFs
-15.8K
- 1.2%
$57.11 - $62.4 $904K - $988K
1.3M $78.5M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-4.63K
- 2.19%
$162.48 - $175.37 $752K - $812K
207K $36M
BRO
Brown & Brown, Inc.

Financial Services
-16K
- 11.29%
$100.54 - $124.4 $1.61M - $1.99M
126K $15.6M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-38.9K
- 1.55%
$25.54 - $27.64 $993K - $1.08M
2.47M $67.3M
ALL
Allstate Corp

Financial Services
-1.41K
- 1.05%
$180.99 - $210.18 $255K - $296K
133K $27.6M
FLGB
Franklin Templeton ETF Tr

ETFs
-9.88K
- 1.13%
$25.73 - $29.17 $254K - $288K
867K $24.9M
FJP
First Trust Japan Alphadex Fun

ETFs
-5.37K
- 0.74%
$49.98 - $57.59 $268K - $309K
718K $39.4M
CME
Cme Group Inc.

Financial Services
-106
- 0.16%
$225.82 - $266.54 $23.9K - $28.3K
65.2K $17.3M
KO
Coca Cola CO

Consumer Defensive
-138K
- 10.72%
$60.81 - $72.32 $8.39M - $9.98M
1.15M $82.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-14.2K
- 2.51%
$74.85 - $84.89 $1.06M - $1.2M
551K $45M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-4.16K
- 0.68%
$46.83 - $56.05 $195K - $233K
605K $32.2M
XLF
Financial Sector Spdr

ETFs
-2.83K
- 0.1%
$47.32 - $52.19 $134K - $148K
2.86M $143M
GLDM
World Gold Trust

ETFs
-28.2K
- 2.5%
$52.19 - $61.89 $1.47M - $1.74M
1.1M $67.8M
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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