Congress Wealth Management LLC Purchases in Q2 2025

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IMTM
Ishares Msci Intl Momentum Fac

ETFs
8.93K
New
$36.01 - $45.69 $322K - $408K
8.93K $408K
FNF
Fidelity National Financial, Inc.

Financial Services
7.28K
New
$53.62 - $66.59 $390K - $485K
7.28K $408K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
4.18K
+ 96.23%
$81.46 - $94.63 $341K - $396K
8.53K $807K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
4.18K
+ 4.66%
$29.12 - $35.84 $122K - $150K
93.9K $3.36M
VT
Vanguard Total World Stk Index

ETFs
2.32K
+ 27.94%
$103.16 - $128.52 $239K - $298K
10.6K $1.36M
LANC
Lancaster Colony Corp

Consumer Defensive
2.35K
+ 99.96%
$159.67 - $192.9 $376K - $454K
4.71K $812K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
5.13K
+ 164.27%
$90.21 - $112.66 $463K - $578K
8.25K $752K
CYTK
Cytokinetics Inc

Healthcare
18.1K
+ 64.75%
$29.84 - $42.92 $541K - $778K
46.1K $1.52M
CNI
Canadian National Railway CO

Industrials
3.32K
+ 43.25%
$92.66 - $108.13 $308K - $359K
11K $1.14M
FE
Firstenergy Corp

Utilities
9.86K
New
$38.31 - $43.17 $378K - $425K
9.86K $396K
LYTS
Lsi Industries Inc

Technology
23K
New
$14.31 - $17.43 $330K - $402K
23K $391K
INFY
Infosys LTD

Technology
20.5K
+ 94.07%
$16.14 - $18.75 $331K - $384K
42.3K $783K
VST
Vistra Corp.

Utilities
2K
New
$98.07 - $195.04 $196K - $389K
2K $386K
NSC
Norfolk Southern Corp

Industrials
743
+ 7.32%
$206.34 - $257.46 $153K - $191K
10.9K $2.79M
IGLB
Ishares 10+ Year Investment Gr

ETFs
7.69K
+ 6.52%
$47.55 - $50.44 $366K - $388K
126K $6.31M
KN
Knowles Corp

Technology
21.7K
New
$12.76 - $17.97 $277K - $390K
21.7K $382K
BKNG
Booking Holdings Inc.

Consumer Cyclical
21
+ 9.5%
$4164.15 - $5789.24 $87.4K - $122K
242 $1.4M
SMP
Standard Motor Products, Inc.

Consumer Cyclical
12.2K
New
$21.88 - $31.06 $267K - $379K
12.2K $375K
KMI
Kinder Morgan, Inc.

Energy
6.02K
+ 2.64%
$25.21 - $29.4 $152K - $177K
234K $6.88M
CCL
Carnival Corp

Consumer Cyclical
3.8K
+ 12.33%
$16.43 - $28.12 $62.4K - $107K
34.6K $972K
SPG
Simon Property Group Inc

Real Estate
2.4K
+ 56.58%
$140.37 - $171.44 $337K - $412K
6.65K $1.07M
IYH
Ishares Tr

ETFs
9.2K
+ 25.61%
$53.97 - $60.17 $496K - $553K
45.1K $2.55M
WDC
Western Digital Corp

Technology
520
+ 3.73%
$30.54 - $63.99 $15.9K - $33.3K
14.5K $924K
AADR
Advisorshares Dorsey Wright Ad

ETFs
4.42K
New
$62.48 - $80.28 $276K - $355K
4.42K $349K
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
33K
New
$8.65 - $10.52 $285K - $347K
33K $347K
IHF
Ishares Tr

ETFs
7.08K
New
$46.2 - $54.6 $327K - $386K
7.08K $344K
NOMD
Nomad Foods LTD

Consumer Defensive
20.2K
New
$16.89 - $20.13 $341K - $407K
20.2K $343K
VTWV
Vanguard Russell 2000 Value Et

ETFs
107
+ 0.2%
$116.09 - $139.09 $12.4K - $14.9K
54.3K $7.55M
FLMI
Franklin Dynamic Municipal Bon

ETFs
13.9K
New
$23.57 - $24.6 $329K - $343K
13.9K $338K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
3.35K
+ 111.73%
$97.29 - $105.63 $326K - $354K
6.35K $645K
MSTR
Microstrategy Inc

Technology
567
+ 63.07%
$237.95 - $421.61 $135K - $239K
1.47K $592K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
3.83K
New
$71.94 - $86.02 $276K - $330K
3.83K $328K
KMX
Carmax Inc

Consumer Cyclical
4.88K
New
$62.27 - $82.77 $304K - $404K
4.88K $327K
PAC
Pacific Airport Group

Industrials
1.42K
New
$175.11 - $238.95 $249K - $340K
1.42K $326K
DGRO
Ishares Core Dividend Growth E

ETFs
1.87K
+ 1.99%
$55.22 - $63.94 $103K - $120K
95.9K $6.13M
FISV
Fiserv Inc

Technology
2.58K
+ 18.82%
N/A
16.3K $2.04M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.16K
New
$179.95 - $278.88 $209K - $323K
1.16K $323K
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
1.36K
New
$164.46 - $237.28 $224K - $324K
1.36K $323K
WTRG
Essential Utilities, Inc.

Utilities
8.67K
New
$36.92 - $41.39 $320K - $359K
8.67K $322K
IREN
Iris Energy LTD

Financial Services
10K
+ 50.0%
$5.3 - $14.57 $53K - $146K
30K $437K
PPG
Ppg Industries Inc

Basic Materials
2.77K
New
$91.66 - $115.04 $254K - $318K
2.77K $314K
OMF
One Main Holdings, Inc.

Financial Services
4.67K
+ 79.98%
$40.42 - $57.0 $189K - $266K
10.5K $598K
CCJ
Cameco Corp

Energy
4.23K
New
$36.68 - $74.46 $155K - $315K
4.23K $313K
NUE
Nucor Corp

Basic Materials
1.94K
+ 30.44%
$103.22 - $131.43 $200K - $255K
8.32K $1.08M
FFIV
F5, Inc.

Technology
860
+ 45.89%
$239.25 - $295.9 $206K - $254K
2.73K $804K
NRG
Nrg Energy, Inc.

Utilities
59
+ 1.3%
$83.61 - $162.67 $4.93K - $9.6K
4.58K $736K
SNY
Sanofi

Healthcare
7.23K
+ 110.71%
$47.62 - $55.44 $344K - $401K
13.8K $664K
CDNS
Cadence Design Systems Inc

Technology
519
+ 19.68%
$231.64 - $323.08 $120K - $168K
3.16K $972K
HEFA
Ishares Currency Hedged Msci E

ETFs
6.21K
+ 15.7%
$32.11 - $38.21 $200K - $237K
45.8K $1.74M
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
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