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
JHMM
John Hancock Multifactor Mid C

ETFs
8.49K
+ 113.57%
$50.32 - $61.13 $427K - $519K
16K $976K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.48K
+ 43.15%
$116.93 - $119.39 $524K - $535K
14.9K $1.77M
MAR
Marriott International Inc

Consumer Cyclical
1.12K
+ 17.11%
$211.12 - $274.14 $237K - $308K
7.68K $2.1M
BX
Blackstone Inc.

Financial Services
2.13K
+ 9.67%
$120.07 - $151.11 $256K - $322K
24.1K $3.61M
AMP
Ameriprise Financial Inc

Financial Services
453
+ 7.73%
$422.19 - $533.73 $191K - $242K
6.31K $3.37M
IRBO
Ishares Robotics & Artificial

ETFs
16.5K
New
N/A
16.5K $530K
MTX
Minerals Technologies Inc

Basic Materials
11.2K
+ 104.74%
$50.93 - $63.06 $572K - $708K
21.9K $1.21M
GWW
W.W. Grainger, Inc.

Industrials
501
New
$919.93 - $1101.66 $461K - $552K
501 $521K
AINV
Apollo Investment Corp

Financial Services
46.7K
+ 158.23%
N/A
76.3K $848K
NDAQ
Nasdaq, Inc.

Financial Services
2.58K
+ 12.17%
$66.4 - $89.42 $171K - $231K
23.8K $2.13M
PSA
Public Storage

Real Estate
1.75K
New
$266.31 - $309.77 $466K - $542K
1.75K $513K
FN
Fabrinet

Technology
1.74K
New
$171.03 - $298.93 $298K - $520K
1.74K $512K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.55K
+ 45.85%
$180.84 - $240.32 $280K - $372K
4.92K $1.18M
UFPI
Ufp Industries Inc

Basic Materials
5.02K
New
$94.93 - $109.1 $476K - $547K
5.02K $498K
RSG
Republic Services, Inc.

Industrials
1.97K
+ 85.56%
$227.2 - $258.07 $448K - $509K
4.28K $1.06M
EW
Edwards Lifesciences Corp

Healthcare
5.88K
+ 92.5%
$67.07 - $78.22 $395K - $460K
12.2K $957K
MELI
Mercadolibre Inc

Consumer Cyclical
126
+ 50.6%
$1794.73 - $2613.63 $226K - $329K
375 $980K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
20.3K
New
$18.77 - $27.82 $382K - $565K
20.3K $494K
USXF
Ishares Esg Advanced Msci Usa

Technology
7.13K
+ 50.4%
$41.54 - $53.93 $296K - $384K
21.3K $1.15M
BHP
Bhp Group LTD

Basic Materials
10.1K
New
$40.22 - $50.88 $405K - $513K
10.1K $484K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
13.4K
New
$28.33 - $36.72 $379K - $491K
13.4K $483K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
860
+ 4.5%
$104.23 - $134.39 $89.6K - $116K
20K $2.68M
AOA
Ishares Tr Core Aggressive All

ETFs
5.7K
New
$69.46 - $83.4 $396K - $475K
5.7K $475K
HP
Helmerich & Payne, Inc.

Energy
31.3K
New
$15.16 - $26.78 $474K - $837K
31.3K $473K
PRF
Invesco Exchange Traded Fd Tr

ETFs
11.2K
New
$35.77 - $42.27 $399K - $471K
11.2K $471K
BP
Bp PLC

Energy
20.6K
+ 53.23%
$26.11 - $33.81 $539K - $698K
59.4K $1.78M
VCR
Vanguard Consumer Discretionar

ETFs
1.16K
+ 99.91%
$290.42 - $364.35 $337K - $422K
2.32K $840K
IGM
Ishares Expanded Tech Sector E

ETFs
1.61K
+ 12.59%
$79.8 - $112.34 $128K - $181K
14.4K $1.62M
SPTS
Spdr Portfolio Short Term Trea

ETFs
15.6K
+ 139.16%
$29.07 - $29.38 $453K - $458K
26.8K $785K
MAN
Manpower Group Inc.

Industrials
14.3K
+ 205.87%
$38.37 - $58.77 $549K - $841K
21.3K $859K
TXN
Texas Instruments Inc

Technology
2.35K
+ 12.97%
N/A
20.5K $3.99M
NU
Nu Holdings Ltd.

Financial Services
33K
New
$9.6 - $13.72 $317K - $453K
33K $453K
ED
Consolidated Edison Inc

Utilities
6.57K
+ 32.53%
$98.05 - $113.3 $644K - $744K
26.7K $2.68M
LEG
Leggett & Platt Inc

Consumer Cyclical
44.9K
+ 90.61%
$6.56 - $9.72 $294K - $436K
94.4K $842K
BHLB
Berkshire Hills Bancorp Inc

Financial Services
18.6K
+ 114.47%
$22.9 - $26.78 $425K - $497K
34.8K $871K
HPQ
Hp Inc

Technology
18.3K
New
$21.88 - $29.32 $400K - $536K
18.3K $446K
HSY
Hershey CO

Consumer Defensive
2.85K
+ 53.73%
$151.29 - $173.13 $432K - $494K
8.16K $1.35M
BAX
Baxter International Inc

Healthcare
17.3K
+ 87.01%
$27.8 - $34.02 $481K - $589K
37.2K $1.13M
DLR
Digital Realty Trust, Inc.

Real Estate
2.54K
New
$136.11 - $177.69 $346K - $452K
2.54K $443K
DOV
Dover Corp

Industrials
2.23K
+ 49.94%
$151.14 - $186.7 $337K - $417K
6.7K $1.23M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
7.68K
+ 58.66%
$61.03 - $67.59 $469K - $519K
20.8K $1.33M
AMG
Affiliated Managers Group, Inc.

Financial Services
1.99K
+ 138.47%
$143.35 - $197.67 $286K - $394K
3.43K $675K
MORN
Morningstar, Inc.

Financial Services
783
+ 5.9%
$255.31 - $313.93 $200K - $246K
14K $4.41M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
9.03K
+ 32.13%
$46.41 - $47.7 $419K - $431K
37.1K $1.77M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
12.7K
+ 10.59%
$27.01 - $28.59 $344K - $364K
133K $3.8M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.12K
New
$283.31 - $388.96 $318K - $436K
1.12K $420K
HE
Hawaiian Electric Industries Inc

Utilities
44.3K
+ 24.81%
$9.36 - $10.96 $415K - $486K
223K $2.37M
UL
Unilever PLC

Consumer Defensive
6.4K
+ 64.44%
$57.9 - $65.43 $371K - $419K
16.3K $999K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.94K
+ 5.82%
$74.88 - $91.97 $145K - $178K
35.2K $3.24M
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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