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
MNA
Iq Merger Arbitrage ETF

ETFs
20.9K
New
$33.65 - $35.27 $703K - $737K
20.9K $736K
ASIX
Advan Six Inc.

Basic Materials
30.1K
+ 215.23%
$18.69 - $24.81 $562K - $746K
44.1K $1.05M
MLR
Miller Industries Inc

Consumer Cyclical
16.1K
+ 228.01%
$38.99 - $47.29 $627K - $760K
23.1K $1.03M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
7.04K
New
$83.8 - $101.39 $590K - $714K
7.04K $712K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
13.4K
New
$47.29 - $53.34 $633K - $714K
13.4K $703K
MKSI
Mks Instruments Inc

Technology
7.08K
New
$58.78 - $100.27 $416K - $710K
7.08K $703K
ADM
Archer Daniels Midland CO

Consumer Defensive
13.2K
New
$41.79 - $54.16 $553K - $717K
13.2K $698K
BRK-A
Berkshire Hathaway Inc

Financial Services
2
+ 18.18%
$725400.0 - $809350.0 $1.45M - $1.62M
13 $9.47M
HII
Huntington Ingalls Industries, Inc.

Industrials
2.69K
+ 242.16%
$183.31 - $241.46 $493K - $649K
3.8K $917K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
27.1K
New
N/A
27.1K $690K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
385
+ 0.41%
$58.41 - $72.69 $22.5K - $28K
95.4K $6.93M
GLW
Corning Inc

Technology
10.5K
+ 53.52%
$39.07 - $52.59 $410K - $551K
30.1K $1.58M
CNMD
Conmed Corp

Healthcare
15K
+ 125.39%
$47.66 - $60.73 $713K - $908K
26.9K $1.4M
GNTX
Gentex Corp

Consumer Cyclical
31.8K
+ 182.15%
$20.83 - $23.52 $662K - $747K
49.2K $1.08M
RECS
Columbia ETF Tr I

ETFs
9.27K
+ 10.3%
$29.4 - $36.79 $273K - $341K
99.3K $3.65M
PTC
Ptc Inc.

Technology
1.01K
+ 3.65%
$136.74 - $173.24 $139K - $175K
28.8K $4.96M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
2.46K
New
$201.28 - $266.34 $495K - $655K
2.46K $655K
TILE
Interface Inc

Consumer Cyclical
15K
+ 4.79%
$17.79 - $21.16 $267K - $317K
328K $6.86M
PPA
Invesco Exchange Traded Fd Tr

ETFs
4.63K
New
$105.2 - $141.69 $487K - $656K
4.63K $655K
GVI
Ishares Tr

ETFs
5.75K
+ 13.66%
$104.82 - $106.79 $602K - $614K
47.8K $5.11M
BWXT
Bwx Technologies, Inc.

Industrials
3.74K
+ 169.51%
$89.24 - $144.06 $333K - $538K
5.94K $855K
GLNG
Golar Lng LTD

Energy
10.2K
+ 14.8%
$30.7 - $42.63 $312K - $433K
78.8K $3.24M
VRSK
Verisk Analytics, Inc.

Industrials
1.99K
+ 167.17%
$277.03 - $321.33 $552K - $640K
3.18K $991K
HERO
Global X Fds Video Games & Esp

ETFs
19K
New
$23.12 - $32.73 $440K - $623K
19K $622K
JHSC
John Hancock ETF Tr Multifacto

ETFs
15.7K
New
$32.47 - $39.09 $510K - $614K
15.7K $613K
SPOT
Spotify Technology S.A.

Communication Services
449
+ 36.53%
$503.3 - $775.9 $226K - $348K
1.68K $1.29M
VEEV
Veeva Systems Inc

Healthcare
2.12K
New
$209.39 - $289.94 $444K - $615K
2.12K $611K
CPNG
Coupang, Inc.

Consumer Cyclical
13.9K
+ 56.69%
$19.76 - $30.81 $274K - $427K
38.3K $1.15M
MCHP
Microchip Technology Inc

Technology
3.51K
+ 21.33%
$35.34 - $71.6 $124K - $252K
20K $1.41M
LECO
Lincoln Electric Holdings Inc

Industrials
1.5K
+ 9.4%
$167.18 - $211.38 $251K - $317K
17.5K $3.62M
ASB
Associated Banc Corp

Financial Services
23.6K
+ 216.55%
$18.91 - $24.56 $447K - $580K
34.5K $842K
IWS
Ishares Russell Midcap Value E

ETFs
3.98K
+ 37.64%
$110.58 - $132.14 $440K - $526K
14.6K $1.92M
FHI
Federated Hermes, Inc.

Financial Services
12.7K
+ 177.79%
$35.85 - $44.32 $457K - $565K
19.9K $882K
SONY
Sony Group Corp

Technology
21K
+ 35.7%
$21.24 - $26.88 $446K - $564K
79.8K $2.08M
SEE
Sealed Air Corp

Consumer Cyclical
18.6K
New
$23.93 - $32.95 $445K - $613K
18.6K $577K
INSM
Insmed Inc

Healthcare
5.72K
New
$64.81 - $105.9 $371K - $606K
5.72K $575K
PINC
Premier, Inc.

Healthcare
22.7K
+ 86.88%
$18.94 - $23.3 $431K - $530K
48.9K $1.07M
VIS
Vanguard Industrial ETF

ETFs
821
+ 7.9%
$220.04 - $280.07 $181K - $230K
11.2K $3.14M
SOXX
Ishares Semiconductor ETF

ETFs
2.06K
+ 140.46%
$154.86 - $239.07 $319K - $493K
3.53K $842K
AFRM
Affirm Holdings, Inc.

Technology
8.2K
New
$35.75 - $69.14 $293K - $567K
8.2K $566K
FDN
First Tr Fd Dow Jones

ETFs
2.1K
New
$200.29 - $269.33 $421K - $566K
2.1K $566K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
36.8K
New
$11.9 - $15.57 $438K - $573K
36.8K $565K
CARR
Carrier Global Corp

Industrials
6.59K
+ 77.53%
$55.55 - $75.83 $366K - $499K
15.1K $1.1M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
7.22K
+ 72.84%
$59.24 - $71.39 $427K - $515K
17.1K $1.22M
FITB
Fifth Third Bancorp

Financial Services
10.8K
+ 18.13%
$33.32 - $41.51 $359K - $447K
70.1K $2.88M
HSBC
Hsbc Holdings PLC

Financial Services
9.13K
New
$46.68 - $61.09 $426K - $558K
9.13K $555K
SIXA
Exchange Traded Concepts Tr Et

ETFs
11.4K
New
$42.08 - $48.5 $481K - $554K
11.4K $554K
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.86K
+ 22.38%
$108.12 - $135.04 $309K - $386K
15.6K $2.11M
EL
Estee Lauder Companies Inc

Consumer Defensive
6.83K
New
$50.06 - $80.8 $342K - $552K
6.83K $552K
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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