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Profesionally Managed Portfo shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAFX) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2024-12-31 $55M 2.2M 24.44
2024-09-30 $48M 1.9M 25.08

More positions owned by Congress Wealth Management LLC / DE /

Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Select Sector Spdr Tr Financial (XLF)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Communication (XLC)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Coca-Cola Company (KO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Global X Fds Us Infr Dev Etf (PAVE)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Profesionally Managed Portfo

Envestnet Asset Management
Congress Wealth Management LLC / DE /
Envestnet Portfolio Solutions
Mml Investors Services
Hilltop Holdings
Branch Banking & Trust Company
Transamerica Financial Advisors
Resources Investment Advisors
Principal Securities
Kestra Advisory Services
Jane Street
Kestra Investment Management
PFG Advisors
Semus Wealth Partners
Citadel Advisors

View all funds holding Profesionally Managed Portfo