Congress Wealth Management LLC / DE /
Latest statistics and disclosures from Congress Wealth Management LLC / DE /'s latest quarterly 13F-HR filing:
- Top 5 stock holdings are GS, XLK, JMBS, XLF, SPTL, and represent 14.92% of Congress Wealth Management LLC / DE /'s stock portfolio.
- Added to shares of these 10 stocks: JSI (+$39M), XLV (+$36M), XLF (+$34M), COO (+$16M), DV (+$16M), TJX (+$15M), CRM (+$13M), PH (+$13M), ETN (+$12M), KBWB (+$12M).
- Started 45 new stock positions in KB, SCCO, FAST, XEL, NVMI, CELH, TME, CASY, PH, GNR.
- Reduced shares in these 10 stocks: JAAA (-$35M), XLE (-$34M), XLY (-$22M), PAVE (-$22M), AAPL (-$19M), IWP (-$18M), AVEM (-$16M), Cooper Companies (-$14M), UNH (-$13M), IWO (-$11M).
- Sold out of its positions in AFL, AMN, AEHR, BABA, AEP, ABG, BP, GOLD, CSX, CNI.
- Congress Wealth Management LLC / DE / was a net seller of stock by $-57M.
- Congress Wealth Management LLC / DE / has $5.8B in assets under management (AUM), dropping by 6.34%.
- Central Index Key (CIK): 0001904976
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Portfolio Holdings for Congress Wealth Management LLC / DE /
Congress Wealth Management LLC / DE / holds 577 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Congress Wealth Management LLC / DE / has 577 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Congress Wealth Management LLC / DE / March 31, 2024 positions
- Download the Congress Wealth Management LLC / DE / March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Goldman Sachs (GS) | 4.7 | $273M | 652k | 417.69 |
|
|
| Select Sector Spdr Tr Technology (XLK) | 3.7 | $214M | 1.0M | 208.27 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 2.6 | $149M | +5% | 3.3M | 45.10 |
|
| Select Sector Spdr Tr Financial (XLF) | 2.1 | $121M | +39% | 2.9M | 42.12 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.9 | $108M | 3.8M | 27.94 |
|
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.7 | $101M | +55% | 686k | 147.73 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.7 | $99M | +4% | 3.5M | 28.18 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 1.7 | $96M | -18% | 2.4M | 39.81 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.6 | $92M | 1.1M | 81.66 |
|
|
| Apple (AAPL) | 1.6 | $90M | -17% | 524k | 171.48 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.4 | $80M | 1.9M | 43.04 |
|
|
| NVIDIA Corporation (NVDA) | 1.3 | $76M | -8% | 84k | 903.57 |
|
| Microsoft Corporation (MSFT) | 1.3 | $73M | -7% | 174k | 420.73 |
|
| Select Sector Spdr Tr Energy (XLE) | 1.2 | $69M | -33% | 732k | 94.41 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.2 | $67M | 1.5M | 44.05 |
|
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.1 | $66M | -19% | 1.1M | 57.96 |
|
| Coca-Cola Company (KO) | 1.1 | $64M | -14% | 1.0M | 61.18 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.9 | $52M | 595k | 86.67 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.9 | $51M | 998k | 51.06 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.9 | $50M | -5% | 148k | 337.05 |
|
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.8 | $49M | 314k | 155.74 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $48M | -4% | 604k | 79.86 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.8 | $48M | 672k | 71.35 |
|
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.8 | $45M | -4% | 337k | 135.06 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.8 | $45M | 360k | 125.96 |
|
|
| Costco Wholesale Corporation (COST) | 0.7 | $41M | -8% | 56k | 732.64 |
|
| First Tr Exch Trd Alphdx Japan Alphadex (FJP) | 0.7 | $40M | 717k | 55.13 |
|
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 0.7 | $39M | NEW | 763k | 51.63 |
|
| Home Depot (HD) | 0.6 | $37M | 95k | 383.61 |
|
|
| Eaton Corp SHS (ETN) | 0.6 | $36M | +51% | 116k | 312.68 |
|
| Visa Com Cl A (V) | 0.6 | $36M | 128k | 279.08 |
|
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.6 | $36M | +2% | 693k | 51.36 |
|
| Martin Marietta Materials (MLM) | 0.6 | $35M | 57k | 613.95 |
|
|
| Cintas Corporation (CTAS) | 0.6 | $34M | +36% | 50k | 687.03 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.6 | $34M | +2% | 189k | 179.11 |
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.6 | $33M | 1.1M | 29.11 |
|
|
| Amazon (AMZN) | 0.6 | $33M | -4% | 182k | 180.38 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $32M | -5% | 157k | 200.30 |
|
| Darden Restaurants (DRI) | 0.5 | $31M | 186k | 167.15 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.5 | $31M | 88k | 346.61 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.5 | $30M | 386k | 78.64 |
|
|
| Meta Platforms Cl A (META) | 0.5 | $30M | +34% | 63k | 485.59 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $30M | +6% | 39k | 777.98 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.5 | $30M | 476k | 62.06 |
|
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.5 | $28M | +14% | 368k | 76.36 |
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.5 | $28M | 1.2M | 22.74 |
|
|
| Honeywell International (HON) | 0.5 | $27M | -28% | 133k | 205.25 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $27M | -16% | 180k | 150.93 |
|
| TJX Companies (TJX) | 0.5 | $27M | +131% | 264k | 101.42 |
|
| Steris Shs Usd (STE) | 0.5 | $26M | +61% | 116k | 224.82 |
|
| SPS Commerce (SPSC) | 0.4 | $26M | 140k | 184.90 |
|
|
| Emcor (EME) | 0.4 | $25M | 72k | 350.21 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.4 | $24M | -47% | 132k | 183.89 |
|
| Chevron Corporation (CVX) | 0.4 | $24M | +9% | 151k | 157.74 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $24M | +9% | 45k | 523.09 |
|
| Cme (CME) | 0.4 | $24M | +2% | 110k | 215.29 |
|
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.4 | $24M | 905k | 26.13 |
|
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.4 | $24M | +13% | 484k | 48.69 |
|
| Dex (DXCM) | 0.4 | $23M | 169k | 138.70 |
|
|
| Copart (CPRT) | 0.4 | $23M | -3% | 398k | 57.92 |
|
| Procter & Gamble Company (PG) | 0.4 | $22M | 137k | 162.25 |
|
|
| Qualys (QLYS) | 0.4 | $22M | -5% | 130k | 166.87 |
|
| Entegris (ENTG) | 0.4 | $22M | 154k | 140.54 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $21M | 44k | 480.72 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $21M | 285k | 74.22 |
|
|
| Abbvie (ABBV) | 0.4 | $21M | -8% | 115k | 182.10 |
|
| Monolithic Power Systems (MPWR) | 0.4 | $21M | 31k | 677.43 |
|
|
| Synopsys (SNPS) | 0.3 | $20M | 35k | 571.51 |
|
|
| Franklin Templeton Etf Tr Us Treasury Bond (FLGV) | 0.3 | $20M | +16% | 971k | 20.49 |
|
| Deckers Outdoor Corporation (DECK) | 0.3 | $20M | -9% | 21k | 941.27 |
|
| Servicenow (NOW) | 0.3 | $20M | +2% | 26k | 762.44 |
|
| Merck & Co (MRK) | 0.3 | $20M | 150k | 131.95 |
|
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $20M | -6% | 613k | 32.23 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.3 | $20M | 127k | 154.93 |
|
|
| Nvent Electric SHS (NVT) | 0.3 | $19M | +7% | 256k | 75.40 |
|
| Saia (SAIA) | 0.3 | $19M | -19% | 33k | 585.03 |
|
| Tractor Supply Company (TSCO) | 0.3 | $19M | 73k | 261.72 |
|
|
| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.3 | $19M | 166k | 112.04 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $19M | +2% | 37k | 504.61 |
|
| Arista Networks (ANET) | 0.3 | $19M | -11% | 64k | 289.98 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.3 | $19M | 312k | 59.40 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $18M | -2% | 429k | 42.11 |
|
| Intuit (INTU) | 0.3 | $18M | 28k | 650.01 |
|
|
| Crane Company Common Stock (CR) | 0.3 | $18M | 131k | 135.13 |
|
|
| Zoetis Cl A (ZTS) | 0.3 | $17M | 103k | 169.21 |
|
|
| Pool Corporation (POOL) | 0.3 | $17M | 43k | 403.50 |
|
|
| Linde SHS (LIN) | 0.3 | $17M | 37k | 464.33 |
|
|
| Stryker Corporation (SYK) | 0.3 | $17M | 48k | 357.88 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.3 | $17M | +4% | 70k | 247.77 |
|
| O'reilly Automotive (ORLY) | 0.3 | $17M | 15k | 1128.93 |
|
|
| Sherwin-Williams Company (SHW) | 0.3 | $17M | 50k | 347.34 |
|
|
| ConocoPhillips (COP) | 0.3 | $17M | 134k | 127.28 |
|
|
| Valvoline Inc Common (VVV) | 0.3 | $17M | +6% | 382k | 44.57 |
|
| Caterpillar (CAT) | 0.3 | $17M | -2% | 46k | 366.44 |
|
| Comfort Systems USA (FIX) | 0.3 | $17M | -6% | 53k | 317.71 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.3 | $17M | 102k | 162.86 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $17M | 42k | 399.09 |
|
|
| DV (DV) | 0.3 | $16M | +3974% | 458k | 35.16 |
|
| McDonald's Corporation (MCD) | 0.3 | $16M | +2% | 57k | 281.96 |
|
| Cooper Cos (COO) | 0.3 | $16M | NEW | 157k | 101.46 |
|
| Avery Dennison Corporation (AVY) | 0.3 | $16M | +2% | 71k | 223.25 |
|
| Elf Beauty (ELF) | 0.3 | $16M | -10% | 80k | 196.03 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.3 | $16M | 106k | 148.44 |
|
|
| Illinois Tool Works (ITW) | 0.3 | $16M | -3% | 58k | 268.33 |
|
| Amgen (AMGN) | 0.3 | $16M | -5% | 55k | 284.33 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.3 | $16M | +3% | 753k | 20.54 |
|
| Raymond James Financial (RJF) | 0.3 | $15M | 119k | 128.42 |
|
|
| Analog Devices (ADI) | 0.3 | $15M | 77k | 197.79 |
|
|
| Broadridge Financial Solutions (BR) | 0.3 | $15M | -3% | 74k | 204.86 |
|
| Bruker Corporation (BRKR) | 0.3 | $15M | +21% | 162k | 93.94 |
|
| UnitedHealth (UNH) | 0.3 | $15M | -45% | 31k | 494.71 |
|
| West Pharmaceutical Services (WST) | 0.3 | $15M | 38k | 395.71 |
|
|
| Roper Industries (ROP) | 0.3 | $15M | 27k | 560.86 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $15M | 28k | 522.89 |
|
|
| Charles River Laboratories (CRL) | 0.3 | $15M | 54k | 270.96 |
|
|
| salesforce (CRM) | 0.3 | $15M | +655% | 49k | 301.19 |
|
| Freeport-mcmoran CL B (FCX) | 0.3 | $15M | 310k | 47.02 |
|
|
| RPM International (RPM) | 0.2 | $14M | 121k | 118.95 |
|
|
| Broadcom (AVGO) | 0.2 | $14M | +4% | 11k | 1325.57 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $14M | +2% | 309k | 46.00 |
|
| Allstate Corporation (ALL) | 0.2 | $14M | -2% | 82k | 173.01 |
|
| Mettler-Toledo International (MTD) | 0.2 | $14M | +5% | 11k | 1331.46 |
|
| Church & Dwight (CHD) | 0.2 | $14M | 134k | 104.31 |
|
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $14M | 32k | 429.33 |
|
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| Old Dominion Freight Line (ODFL) | 0.2 | $14M | +94% | 63k | 219.32 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $14M | -3% | 202k | 68.49 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $14M | 276k | 50.17 |
|
|
| Watts Water Technologies Cl A (WTS) | 0.2 | $14M | 65k | 212.55 |
|
|
| Ssga Active Etf Tr Ult Sht Trm Bd (ULST) | 0.2 | $14M | 337k | 40.50 |
|
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| EOG Resources (EOG) | 0.2 | $14M | 106k | 127.84 |
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| Pioneer Natural Resources (PXD) | 0.2 | $13M | +3% | 51k | 262.50 |
|
| Championx Corp (CHX) | 0.2 | $13M | 366k | 35.89 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $13M | +20% | 119k | 110.52 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.2 | $13M | +19% | 173k | 75.65 |
|
| Oracle Corporation (ORCL) | 0.2 | $13M | +2% | 104k | 125.61 |
|
| Keysight Technologies (KEYS) | 0.2 | $13M | 83k | 156.38 |
|
|
| Colgate-Palmolive Company (CL) | 0.2 | $13M | 142k | 90.05 |
|
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| Te Connectivity SHS (TEL) | 0.2 | $13M | 87k | 145.24 |
|
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| ResMed (RMD) | 0.2 | $13M | +11% | 63k | 198.03 |
|
| FactSet Research Systems (FDS) | 0.2 | $13M | 28k | 454.41 |
|
|
| Parker-Hannifin Corporation (PH) | 0.2 | $13M | NEW | 23k | 555.80 |
|
| Cisco Systems (CSCO) | 0.2 | $13M | +2% | 250k | 49.91 |
|
| Paycom Software (PAYC) | 0.2 | $13M | +22% | 63k | 199.01 |
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.2 | $12M | 76k | 158.81 |
|
|
| Brown & Brown (BRO) | 0.2 | $12M | +5% | 137k | 87.54 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $12M | +4% | 47k | 250.04 |
|
| The Trade Desk Com Cl A (TTD) | 0.2 | $12M | +9% | 134k | 87.42 |
|
| Moody's Corporation (MCO) | 0.2 | $12M | +3% | 30k | 393.03 |
|
| Medpace Hldgs (MEDP) | 0.2 | $12M | -11% | 29k | 404.15 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $12M | 48k | 239.76 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $12M | 60k | 191.88 |
|
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.2 | $12M | NEW | 214k | 53.66 |
|
| Nextera Energy (NEE) | 0.2 | $11M | 179k | 63.91 |
|
|
| Take-Two Interactive Software (TTWO) | 0.2 | $11M | 76k | 148.49 |
|
|
| Fabrinet SHS (FN) | 0.2 | $11M | +4% | 60k | 189.02 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $11M | +11% | 159k | 70.00 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $11M | +2% | 114k | 97.94 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.2 | $11M | 146k | 75.98 |
|
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.2 | $11M | 56k | 197.10 |
|
|
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.2 | $11M | +30% | 237k | 46.50 |
|
| Phillips 66 (PSX) | 0.2 | $11M | +6% | 67k | 163.34 |
|
| Hologic (HOLX) | 0.2 | $11M | +31% | 140k | 77.96 |
|
| United Parcel Service CL B (UPS) | 0.2 | $11M | +34% | 73k | 148.63 |
|
| T. Rowe Price (TROW) | 0.2 | $11M | +14% | 87k | 121.92 |
|
| Onto Innovation (ONTO) | 0.2 | $11M | 58k | 181.08 |
|
|
| Sterling Construction Company (STRL) | 0.2 | $11M | -6% | 95k | 110.31 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $10M | -40% | 19k | 525.77 |
|
| EnPro Industries (NPO) | 0.2 | $10M | +5% | 60k | 168.77 |
|
| Dynatrace Com New (DT) | 0.2 | $9.8M | +2391% | 211k | 46.44 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $9.7M | -3% | 28k | 344.21 |
|
| Nike CL B (NKE) | 0.2 | $9.7M | 103k | 93.98 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $9.5M | 37k | 260.73 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $9.4M | +7% | 298k | 31.62 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $9.3M | +609% | 154k | 60.74 |
|
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $9.1M | -55% | 34k | 270.81 |
|
| Prestige Brands Holdings (PBH) | 0.2 | $9.0M | +8% | 124k | 72.56 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.2 | $9.0M | 100k | 89.67 |
|
|
| FTI Consulting (FCN) | 0.2 | $9.0M | 43k | 210.29 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.2 | $8.9M | -12% | 139k | 64.48 |
|
| Perficient (PRFT) | 0.2 | $8.9M | +36% | 157k | 56.29 |
|
| UFP Technologies (UFPT) | 0.2 | $8.7M | +221% | 35k | 252.20 |
|
| Summit Matls Cl A (SUM) | 0.1 | $8.5M | -3% | 190k | 44.57 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $8.5M | -2% | 105k | 80.63 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $8.2M | -40% | 54k | 152.26 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $8.2M | -7% | 158k | 51.60 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $8.1M | -13% | 194k | 41.77 |
|
| Integer Hldgs (ITGR) | 0.1 | $8.1M | +7% | 69k | 116.68 |
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $7.9M | 56k | 139.82 |
|
|
| ICF International (ICFI) | 0.1 | $7.8M | +3% | 52k | 150.63 |
|
| Boot Barn Hldgs (BOOT) | 0.1 | $7.7M | +6% | 81k | 95.15 |
|
| Skyline Corporation (SKY) | 0.1 | $7.6M | +4% | 89k | 85.01 |
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| Applied Materials (AMAT) | 0.1 | $7.2M | +3% | 35k | 206.23 |
|
| Badger Meter (BMI) | 0.1 | $7.1M | -2% | 44k | 161.81 |
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| AeroVironment (AVAV) | 0.1 | $7.1M | +6% | 47k | 153.28 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $7.1M | 143k | 49.24 |
|
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $6.8M | 68k | 100.89 |
|
|
| Csw Industrials (CSWI) | 0.1 | $6.8M | +690% | 29k | 234.60 |
|
| Simply Good Foods (SMPL) | 0.1 | $6.8M | +5% | 199k | 34.03 |
|
| Balchem Corporation (BCPC) | 0.1 | $6.7M | +6% | 43k | 154.95 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $6.7M | -2% | 187k | 35.84 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $6.7M | 316k | 21.15 |
|
|
| LeMaitre Vascular (LMAT) | 0.1 | $6.6M | +27% | 99k | 66.36 |
|
| Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) | 0.1 | $6.4M | 228k | 28.07 |
|
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| Fortinet (FTNT) | 0.1 | $6.4M | -3% | 93k | 68.31 |
|
| Valmont Industries (VMI) | 0.1 | $6.3M | +11% | 28k | 228.29 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $6.3M | -3% | 83k | 75.40 |
|
| Supernus Pharmaceuticals (SUPN) | 0.1 | $6.1M | +37% | 178k | 34.11 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $6.0M | -19% | 14k | 420.54 |
|
| Calix (CALX) | 0.1 | $5.8M | +40% | 176k | 33.16 |
|
| Dupont De Nemours (DD) | 0.1 | $5.8M | 75k | 76.67 |
|
|
| NOVA MEASURING Instruments L (NVMI) | 0.1 | $5.7M | NEW | 32k | 177.38 |
|
| Progyny (PGNY) | 0.1 | $5.7M | +27% | 150k | 38.15 |
|
| Cohen & Steers (CNS) | 0.1 | $5.7M | +13% | 74k | 76.89 |
|
| Crane Holdings (CXT) | 0.1 | $5.6M | NEW | 91k | 61.90 |
|
| Bank of America Corporation (BAC) | 0.1 | $5.6M | -15% | 148k | 37.92 |
|
| Merit Medical Systems (MMSI) | 0.1 | $5.5M | NEW | 73k | 75.75 |
|
| Vericel (VCEL) | 0.1 | $5.5M | NEW | 106k | 52.02 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $5.4M | -23% | 47k | 116.24 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $5.4M | 58k | 92.42 |
|
|
| Moog Cl A (MOG.A) | 0.1 | $5.4M | +5% | 34k | 159.66 |
|
| Ameris Ban (ABCB) | 0.1 | $5.3M | +19% | 110k | 48.38 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $5.3M | 146k | 36.19 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $5.2M | -2% | 64k | 81.43 |
|
| SM Energy (SM) | 0.1 | $5.2M | +28% | 105k | 49.85 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $5.1M | 101k | 50.60 |
|
|
| WNS HLDGS Com Shs | 0.1 | $5.1M | NEW | 106k | 48.06 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.1 | $5.1M | -5% | 107k | 47.46 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $5.0M | 219k | 22.77 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $4.9M | -2% | 127k | 39.02 |
|
| Doubleline Etf Trust Opportunistic Bd (DBND) | 0.1 | $4.9M | 107k | 45.88 |
|
|
| Power Integrations (POWI) | 0.1 | $4.9M | +6% | 68k | 71.55 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $4.8M | +27% | 47k | 102.39 |
|
| Williams-Sonoma (WSM) | 0.1 | $4.8M | +4% | 15k | 317.57 |
|
| Yeti Hldgs (YETI) | 0.1 | $4.8M | +6% | 124k | 38.55 |
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $4.7M | -3% | 88k | 53.80 |
|
| Ecolab (ECL) | 0.1 | $4.7M | -2% | 20k | 230.91 |
|
| Dow (DOW) | 0.1 | $4.6M | -15% | 79k | 57.93 |
|
| Chuys Hldgs (CHUY) | 0.1 | $4.5M | +25% | 134k | 33.73 |
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.1 | $4.5M | +45% | 88k | 50.88 |
|
| Citigroup Com New (C) | 0.1 | $4.4M | -8% | 70k | 63.24 |
|
| Corteva (CTVA) | 0.1 | $4.4M | 77k | 57.67 |
|
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| Mgp Ingredients Inc Common Sto (MGPI) | 0.1 | $4.3M | +41% | 50k | 86.13 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $4.3M | -5% | 60k | 72.19 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $4.3M | -14% | 39k | 108.93 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $4.1M | -4% | 41k | 100.71 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $4.1M | -4% | 141k | 29.02 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $4.1M | -12% | 9.2k | 444.08 |
|
| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.1 | $4.1M | 170k | 23.89 |
|
|
| Azek Cl A (AZEK) | 0.1 | $4.0M | +2% | 80k | 50.22 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $4.0M | -2% | 37k | 110.13 |
|
Past Filings by Congress Wealth Management LLC / DE /
SEC 13F filings are viewable for Congress Wealth Management LLC / DE / going back to 2021
- Congress Wealth Management LLC / DE / 2024 Q1 filed April 18, 2024
- Congress Wealth Management LLC / DE / 2023 Q4 filed Feb. 9, 2024
- Congress Wealth Management LLC / DE / 2023 Q3 filed Oct. 30, 2023
- Congress Wealth Management LLC / DE / 2023 Q2 filed July 13, 2023
- Congress Wealth Management LLC / DE / 2023 Q1 filed April 14, 2023
- Congress Wealth Management LLC / DE / 2022 Q4 filed Feb. 2, 2023
- Congress Wealth Management LLC / DE / 2022 Q3 filed Nov. 9, 2022
- Congress Wealth Management LLC / DE / 2022 Q2 filed Aug. 11, 2022
- Congress Wealth Management LLC / DE / 2022 Q1 filed May 16, 2022
- Congress Wealth Management LLC / DE / 2021 Q4 filed Feb. 4, 2022