Congress Wealth Management LLC Closed Holding Positions

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
Q2 2022 Filed on Aug 11, 2022
9,435
$20.34 - $23.05 $192K - $217K
SEIC
Sei Investments CO

Financial Services
Q2 2022 Filed on Aug 11, 2022
3,943
$51.73 - $61.18 $204K - $241K
RCMT
Rcm Technologies, Inc.

Industrials
Q2 2022 Filed on Aug 11, 2022
30,865
$10.95 - $28.0 $338K - $864K
R1 Rcm Inc Com
Q2 2022 Filed on Aug 11, 2022
315,612
N/A
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
10,226
$32.84 - $44.35 $336K - $454K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
Q2 2022 Filed on Aug 11, 2022
5,648
$47.65 - $62.2 $269K - $351K
WOOD
Ishares Global Timber & Forest
Q2 2022 Filed on Aug 11, 2022
29,151
N/A
EWG
Ishares Msci Germany ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
10,616
$23.01 - $28.61 $244K - $304K
GHYG
Ishares Incus & Intl High Yiel

ETFs
Q2 2022 Filed on Aug 11, 2022
198,814
$40.63 - $46.28 $8.08M - $9.2M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q2 2022 Filed on Aug 11, 2022
8,167
$31.92 - $38.05 $261K - $311K
AOS
Smith A O Corp

Industrials
Q2 2022 Filed on Aug 11, 2022
5,200
$52.89 - $67.06 $275K - $349K
RWR
Spdr Dow Jones Reit ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
1,797
$91.63 - $121.36 $165K - $218K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
Q2 2022 Filed on Aug 11, 2022
12,225
$27.4 - $29.93 $335K - $366K
ITA
Ishares Tr

ETFs
Q2 2022 Filed on Aug 11, 2022
2,173
$93.66 - $112.65 $204K - $245K
FTGC
First Trust Global Tactical CO

ETFs
Q2 2022 Filed on Aug 11, 2022
11,053
$26.76 - $30.22 $296K - $334K
AORT
Artivion, Inc.

Healthcare
Q2 2022 Filed on Aug 11, 2022
19,473
$15.73 - $22.91 $306K - $446K
RGLD
Royal Gold Inc

Basic Materials
Q2 2022 Filed on Aug 11, 2022
1,500
$105.83 - $146.33 $159K - $219K
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q2 2022 Filed on Aug 11, 2022
6,959
$32.03 - $34.08 $223K - $237K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
Q2 2022 Filed on Aug 11, 2022
8,568
$43.6 - $47.89 $374K - $410K
VMW
Vmware, Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
2,076
$93.63 - $131.99 $194K - $274K
VIV
Telefonica Brasil S.A.

Communication Services
Q2 2022 Filed on Aug 11, 2022
39,610
$8.8 - $11.69 $349K - $463K
GNMA
Ishares Gnma Bond ETF

ETFs
Q2 2022 Filed on Aug 11, 2022
8,978
$44.3 - $47.49 $398K - $426K
INDB
Independent Bank Corp

Financial Services
Q2 2022 Filed on Aug 11, 2022
3,988
$76.22 - $84.03 $304K - $335K
Crane CO Com
Q2 2022 Filed on Aug 11, 2022
59,779
N/A
Draftkings Inc Com Cl A
Q2 2022 Filed on Aug 11, 2022
163,432
N/A
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
1,988
$56.81 - $112.28 $113K - $223K
APPS
Digital Turbine, Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
5,183
$14.94 - $46.35 $77.4K - $240K
CCK
Crown Holdings Inc

Consumer Cyclical
Q2 2022 Filed on Aug 11, 2022
2,126
$89.58 - $125.77 $190K - $267K
ZIP
Ziprecruiter, Inc.

Industrials
Q2 2022 Filed on Aug 11, 2022
29,459
$14.56 - $24.55 $429K - $723K
CSGP
Costar Group, Inc.

Real Estate
Q2 2022 Filed on Aug 11, 2022
4,700
$54.19 - $67.64 $255K - $318K
CRNC
Cerence Inc.

Technology
Q2 2022 Filed on Aug 11, 2022
97,530
$25.23 - $37.75 $2.46M - $3.68M
BCAT
Black Rock Capital Allocation Trust

ETFs
Q2 2022 Filed on Aug 11, 2022
16,292
$14.23 - $16.8 $232K - $274K
EGP
Eastgroup Properties Inc

Real Estate
Q2 2022 Filed on Aug 11, 2022
23,901
$148.48 - $215.63 $3.55M - $5.15M
ILMN
Illumina, Inc.

Healthcare
Q2 2022 Filed on Aug 11, 2022
1,905
$181.58 - $368.0 $346K - $701K
Goldman Sachs Bdc Inc 4.5 04/01/2022
Q2 2022 Filed on Aug 11, 2022
50,000
N/A
VNLA
Janus Henderson Short Duration

ETFs
Q1 2022 Filed on May 16, 2022
30,259
$48.9 - $49.56 $1.48M - $1.5M
EAF
Graftech International LTD

Industrials
Q1 2022 Filed on May 16, 2022
337,869
$9.2 - $12.14 $3.11M - $4.1M
Hive Blockchain Technlgies L
Q1 2022 Filed on May 16, 2022
11,965
N/A
Yandex N.V. Com Cl A
Q1 2022 Filed on May 16, 2022
6,125
N/A
FLWS
1 800 Flowers Com Inc

Consumer Cyclical
Q1 2022 Filed on May 16, 2022
109,357
$12.76 - $25.4 $1.4M - $2.78M
CVET
Covetrus, Inc.

Healthcare
Q1 2022 Filed on May 16, 2022
53,834
$15.96 - $18.87 $859K - $1.02M
Ihs Markit LTD Shs
Q1 2022 Filed on May 16, 2022
96,736
N/A
CGNX
Cognex Corp

Technology
Q1 2022 Filed on May 16, 2022
2,803
$61.65 - $79.96 $173K - $224K
EWL
Ishares Inc Msci Switzerlnd

ETFs
Q1 2022 Filed on May 16, 2022
4,832
$44.22 - $52.9 $214K - $256K
NLY
Annaly Capital Management Inc

Real Estate
Q1 2022 Filed on May 16, 2022
21,786
$6.79 - $8.11 $148K - $177K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
Q1 2022 Filed on May 16, 2022
4,021
$44.21 - $51.71 $178K - $208K
VVX
V2 X, Inc.

Industrials
Q1 2022 Filed on May 16, 2022
48,748
$34.2 - $48.04 $1.67M - $2.34M
TKR
Timken CO

Industrials
Q1 2022 Filed on May 16, 2022
10,146
$59.41 - $74.73 $603K - $758K
MASI
Masimo Corp

Healthcare
Q1 2022 Filed on May 16, 2022
3,666
$135.71 - $284.87 $498K - $1.04M
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