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 XLK, AAPL, JMBS, MSFT, XLF, and represent 10.84% of Congress Wealth Management LLC / DE /'s stock portfolio.
- Added to shares of these 10 stocks: RSP (+$120M), NVDA (+$97M), VIG (+$65M), MSFT (+$63M), Profesionally Managed Portfo (+$48M), VYM (+$48M), AAPL (+$46M), KBWB (+$45M), META (+$43M), XLRE (+$42M).
- Started 317 new stock positions in DUK, LYTS, OSK, NEOG, JMUB, KLAC, DFIV, GKOS, SNPE, ROBT.
- Reduced shares in these 10 stocks: GS (-$290M), SPTL (-$39M), IWF (-$33M), DRI (-$28M), PAVE (-$27M), XLE (-$21M), EWJ (-$21M), GLDM (-$20M), IWD (-$20M), LGLV (-$17M).
- Sold out of its positions in BCI, ABNB, APPF, AXNX, BKLC, BRKR, CELH, EBR.B, CHUY, CLB.
- Congress Wealth Management LLC / DE / was a net buyer of stock by $1.5B.
- Congress Wealth Management LLC / DE / has $7.5B in assets under management (AUM), dropping by 29.56%.
- Central Index Key (CIK): 0001904976
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Portfolio Holdings for Congress Wealth Management LLC / DE /
Congress Wealth Management LLC / DE / holds 837 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Congress Wealth Management LLC / DE / has 837 total positions. Only the first 250 positions are shown.
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- Download the Congress Wealth Management LLC / DE / September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Select Sector Spdr Tr Technology (XLK) | 3.1 | $230M | 1.0M | 225.76 |
|
|
| Apple (AAPL) | 2.2 | $168M | +37% | 721k | 233.00 |
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| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.9 | $146M | -5% | 3.1M | 46.65 |
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| Microsoft Corporation (MSFT) | 1.8 | $138M | +84% | 320k | 430.30 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.8 | $132M | 2.9M | 45.32 |
|
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.6 | $120M | NEW | 668k | 179.16 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $107M | +956% | 883k | 121.44 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 1.4 | $103M | -2% | 666k | 154.02 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.3 | $94M | -7% | 1.0M | 90.40 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 1.2 | $90M | -12% | 3.1M | 29.06 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.1 | $85M | +15% | 1.3M | 64.60 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.1 | $82M | -3% | 1.8M | 45.51 |
|
| Coca-Cola Company (KO) | 1.1 | $81M | +8% | 1.1M | 71.86 |
|
| Meta Platforms Cl A (META) | 1.0 | $79M | +119% | 137k | 572.45 |
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 1.0 | $73M | -34% | 2.5M | 29.07 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 1.0 | $72M | -27% | 1.8M | 41.16 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $65M | +13744% | 329k | 198.06 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.8 | $60M | -24% | 1.1M | 52.13 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.8 | $58M | +361% | 990k | 58.61 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $52M | +5% | 59k | 886.54 |
|
| Amazon (AMZN) | 0.7 | $52M | +52% | 277k | 186.33 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.7 | $50M | -3% | 961k | 52.23 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 0.7 | $50M | +23% | 943k | 52.98 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $49M | -3% | 325k | 151.62 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $49M | +406% | 778k | 62.32 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $48M | +6284% | 377k | 128.20 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $48M | -5% | 573k | 83.63 |
|
| Profesionally Managed Portfo Congress Interme | 0.6 | $48M | NEW | 1.9M | 25.08 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.6 | $47M | -19% | 482k | 96.52 |
|
| Visa Com Cl A (V) | 0.6 | $46M | +30% | 167k | 274.95 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $46M | +229% | 391k | 116.96 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.6 | $43M | -32% | 493k | 87.80 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $42M | +23% | 48k | 885.97 |
|
| Home Depot (HD) | 0.6 | $42M | +9% | 104k | 405.21 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.6 | $42M | +11461% | 940k | 44.67 |
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| Cintas Corporation (CTAS) | 0.6 | $42M | +309% | 203k | 205.88 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $41M | NEW | 837k | 49.31 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $41M | +23% | 194k | 210.86 |
|
| Eaton Corp SHS (ETN) | 0.5 | $40M | +4% | 122k | 331.44 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $40M | +344% | 240k | 167.19 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $40M | +621% | 337k | 117.22 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $39M | +499% | 86k | 460.27 |
|
| First Tr Exch Trd Alphdx Japan Alphadex (FJP) | 0.5 | $39M | 714k | 54.25 |
|
|
| Abbvie (ABBV) | 0.5 | $38M | +66% | 191k | 197.48 |
|
| TJX Companies (TJX) | 0.5 | $36M | +17% | 310k | 117.54 |
|
| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.5 | $36M | -32% | 212k | 169.23 |
|
| Allstate Corporation (ALL) | 0.5 | $36M | +130% | 188k | 189.65 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $35M | +16% | 209k | 165.85 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $35M | +32% | 60k | 573.77 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $34M | +48% | 65k | 527.68 |
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.5 | $34M | NEW | 641k | 53.70 |
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 0.5 | $34M | 1.1M | 30.03 |
|
|
| Goldman Sachs (GS) | 0.4 | $33M | -89% | 68k | 495.12 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $33M | +641% | 68k | 488.08 |
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| Martin Marietta Materials (MLM) | 0.4 | $33M | +6% | 61k | 538.26 |
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| PNC Financial Services (PNC) | 0.4 | $32M | +1928% | 174k | 184.85 |
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| Select Sector Spdr Tr Indl (XLI) | 0.4 | $32M | -34% | 237k | 135.44 |
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| Matthews Intl Fds Pacific Tiger Ac (ASIA) | 0.4 | $31M | NEW | 1.1M | 28.21 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.4 | $31M | -4% | 453k | 67.85 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.4 | $31M | 369k | 83.00 |
|
|
| UnitedHealth (UNH) | 0.4 | $30M | +68% | 52k | 584.69 |
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| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.4 | $30M | -2% | 1.2M | 24.73 |
|
| SPS Commerce (SPSC) | 0.4 | $28M | +2% | 144k | 194.17 |
|
| Onto Innovation (ONTO) | 0.4 | $28M | +129% | 134k | 207.56 |
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| Ishares Msci Jpn Etf New (EWJ) | 0.4 | $28M | -42% | 385k | 71.54 |
|
| Analog Devices (ADI) | 0.4 | $28M | +54% | 120k | 230.17 |
|
| Merck & Co (MRK) | 0.4 | $27M | +60% | 241k | 113.56 |
|
| Nextera Energy (NEE) | 0.4 | $27M | +75% | 313k | 84.53 |
|
| Ecolab (ECL) | 0.4 | $26M | +410% | 103k | 255.33 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $26M | -18% | 315k | 83.33 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $26M | 130k | 200.37 |
|
|
| Arista Networks (ANET) | 0.3 | $26M | +5% | 68k | 383.82 |
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.3 | $25M | +3% | 502k | 50.39 |
|
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.3 | $25M | -2% | 879k | 28.55 |
|
| First Tr Exchange-traded Managd Mun Etf (FMB) | 0.3 | $25M | -31% | 477k | 51.96 |
|
| The Trade Desk Com Cl A (TTD) | 0.3 | $25M | +68% | 226k | 109.65 |
|
| Servicenow (NOW) | 0.3 | $24M | +3% | 27k | 894.42 |
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| Cisco Systems (CSCO) | 0.3 | $24M | +77% | 444k | 53.22 |
|
| Verizon Communications (VZ) | 0.3 | $24M | +4627% | 523k | 44.91 |
|
| Johnson & Johnson (JNJ) | 0.3 | $23M | +524% | 145k | 162.06 |
|
| Tractor Supply Company (TSCO) | 0.3 | $23M | +9% | 80k | 290.94 |
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| Caterpillar (CAT) | 0.3 | $23M | +28% | 59k | 391.13 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.3 | $23M | +1246% | 131k | 174.50 |
|
| Oracle Corporation (ORCL) | 0.3 | $23M | +27% | 133k | 170.40 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $23M | -59% | 60k | 375.38 |
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $22M | NEW | 79k | 282.20 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $22M | 284k | 78.05 |
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| McDonald's Corporation (MCD) | 0.3 | $22M | +27% | 72k | 304.52 |
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| Amgen (AMGN) | 0.3 | $22M | +23% | 68k | 322.22 |
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $22M | +7% | 44k | 491.27 |
|
| O'reilly Automotive (ORLY) | 0.3 | $21M | +19% | 18k | 1151.65 |
|
| Broadcom (AVGO) | 0.3 | $21M | +1030% | 121k | 172.50 |
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| Zoetis Cl A (ZTS) | 0.3 | $21M | +3% | 107k | 195.38 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.3 | $20M | +2% | 318k | 63.86 |
|
| Lowe's Companies (LOW) | 0.3 | $20M | +405% | 74k | 270.85 |
|
| Sherwin-Williams Company (SHW) | 0.3 | $20M | +5% | 53k | 381.68 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $20M | +10% | 113k | 174.57 |
|
| Chevron Corporation (CVX) | 0.3 | $20M | -12% | 133k | 147.27 |
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| Emcor (EME) | 0.3 | $19M | -37% | 45k | 430.54 |
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| Deckers Outdoor Corporation (DECK) | 0.3 | $19M | +475% | 122k | 159.45 |
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| Copart (CPRT) | 0.3 | $19M | -7% | 367k | 52.40 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $19M | +106% | 401k | 47.85 |
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| Arthur J. Gallagher & Co. (AJG) | 0.3 | $19M | +42% | 67k | 281.37 |
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| American Express Company (AXP) | 0.3 | $19M | +1899% | 70k | 271.20 |
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| Te Connectivity Ord Shs | 0.3 | $19M | NEW | 125k | 150.99 |
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| AFLAC Incorporated (AFL) | 0.3 | $19M | NEW | 168k | 111.80 |
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| Synopsys (SNPS) | 0.2 | $19M | +5% | 37k | 506.40 |
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| salesforce (CRM) | 0.2 | $19M | +40% | 68k | 273.72 |
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| Boston Scientific Corporation (BSX) | 0.2 | $19M | +9% | 222k | 83.80 |
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| Howmet Aerospace (HWM) | 0.2 | $18M | NEW | 184k | 100.25 |
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| Intuit (INTU) | 0.2 | $18M | +7% | 30k | 621.03 |
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| Curtiss-Wright (CW) | 0.2 | $18M | +378% | 56k | 328.69 |
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| Comfort Systems USA (FIX) | 0.2 | $18M | -11% | 47k | 390.36 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $18M | NEW | 135k | 135.07 |
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| Linde SHS (LIN) | 0.2 | $18M | +2% | 38k | 476.87 |
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| Nvent Electric SHS (NVT) | 0.2 | $18M | 258k | 70.26 |
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| Stryker Corporation (SYK) | 0.2 | $18M | +4% | 50k | 361.27 |
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| Procter & Gamble Company (PG) | 0.2 | $18M | -25% | 103k | 173.20 |
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| Cooper Cos (COO) | 0.2 | $18M | +2% | 161k | 110.34 |
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| Monolithic Power Systems (MPWR) | 0.2 | $18M | -37% | 19k | 924.58 |
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| Valvoline Inc Common (VVV) | 0.2 | $18M | +10% | 420k | 41.85 |
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| Nxp Semiconductors N V (NXPI) | 0.2 | $18M | +5% | 73k | 240.01 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $18M | +396% | 36k | 493.82 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.2 | $18M | 107k | 162.76 |
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| Applied Materials (AMAT) | 0.2 | $17M | +146% | 86k | 202.05 |
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| CVS Caremark Corporation (CVS) | 0.2 | $17M | +6748% | 276k | 62.88 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $17M | +21% | 27k | 631.86 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $17M | NEW | 299k | 57.62 |
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| Halozyme Therapeutics (HALO) | 0.2 | $17M | +389% | 298k | 57.24 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $17M | -45% | 48k | 353.49 |
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| Sterling Construction Company (STRL) | 0.2 | $17M | +22% | 117k | 145.02 |
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| Palo Alto Networks (PANW) | 0.2 | $17M | +581% | 49k | 341.80 |
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| Ptc (PTC) | 0.2 | $17M | +429% | 93k | 180.66 |
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| Crane Company Common Stock (CR) | 0.2 | $17M | -19% | 105k | 158.28 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $16M | +1363% | 35k | 465.10 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $16M | -54% | 86k | 189.80 |
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| Pool Corporation (POOL) | 0.2 | $16M | 43k | 376.80 |
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| Angel Oak Funds Trust Income Etf (CARY) | 0.2 | $16M | 762k | 21.19 |
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| ResMed (RMD) | 0.2 | $16M | +2% | 65k | 244.12 |
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| Broadridge Financial Solutions (BR) | 0.2 | $16M | 74k | 215.03 |
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| Casey's General Stores (CASY) | 0.2 | $16M | +1367% | 42k | 375.72 |
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| Descartes Sys Grp (DSGX) | 0.2 | $16M | NEW | 154k | 102.96 |
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| ConocoPhillips (COP) | 0.2 | $16M | +11% | 149k | 105.28 |
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| EOG Resources (EOG) | 0.2 | $16M | +20% | 127k | 122.93 |
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| Penumbra (PEN) | 0.2 | $16M | +608% | 81k | 194.31 |
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| Colgate-Palmolive Company (CL) | 0.2 | $16M | +5% | 150k | 103.81 |
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| Illinois Tool Works (ITW) | 0.2 | $16M | 59k | 262.07 |
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| American Eagle Outfitters (AEO) | 0.2 | $15M | NEW | 688k | 22.39 |
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| Honeywell International (HON) | 0.2 | $15M | -44% | 74k | 206.71 |
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| Teledyne Technologies Incorporated (TDY) | 0.2 | $15M | +7% | 35k | 437.67 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $15M | +3% | 321k | 47.52 |
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| Moody's Corporation (MCO) | 0.2 | $15M | +8% | 32k | 474.59 |
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| Dynatrace Com New (DT) | 0.2 | $15M | +34% | 283k | 53.47 |
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| Brown & Brown (BRO) | 0.2 | $15M | +5% | 144k | 103.60 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $15M | +778% | 24k | 618.58 |
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| Us Foods Hldg Corp call (USFD) | 0.2 | $15M | NEW | 238k | 61.50 |
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| Raymond James Financial (RJF) | 0.2 | $15M | 119k | 122.46 |
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| Saia (SAIA) | 0.2 | $15M | 33k | 437.28 |
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| Fabrinet SHS (FN) | 0.2 | $14M | 61k | 236.44 |
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| Aptar (ATR) | 0.2 | $14M | NEW | 89k | 160.19 |
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| Cme (CME) | 0.2 | $14M | -41% | 64k | 220.65 |
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| Church & Dwight (CHD) | 0.2 | $14M | 134k | 104.72 |
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| Omni (OMC) | 0.2 | $14M | NEW | 135k | 103.39 |
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| Steris Shs Usd (STE) | 0.2 | $14M | -50% | 57k | 242.55 |
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| Watts Water Technologies Cl A (WTS) | 0.2 | $14M | +2% | 66k | 207.19 |
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| Spdr Ser Tr Ssga Us Smal Etf (SMLV) | 0.2 | $14M | -34% | 109k | 124.22 |
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| FedEx Corporation (FDX) | 0.2 | $14M | NEW | 50k | 273.69 |
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| Hologic (HOLX) | 0.2 | $14M | +18% | 166k | 81.46 |
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| Caci Intl Cl A (CACI) | 0.2 | $13M | NEW | 26k | 504.56 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $13M | -9% | 250k | 52.81 |
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| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.2 | $13M | +193% | 257k | 51.17 |
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| Boot Barn Hldgs (BOOT) | 0.2 | $13M | -3% | 79k | 167.28 |
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| Pfizer (PFE) | 0.2 | $13M | +1367% | 451k | 28.94 |
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| Enterprise Products Partners (EPD) | 0.2 | $13M | +1160% | 448k | 29.11 |
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| FactSet Research Systems (FDS) | 0.2 | $13M | +2% | 28k | 459.86 |
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| Franklin Templeton Etf Tr Us Treasury Bond (FLGV) | 0.2 | $13M | -36% | 616k | 21.06 |
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| Sprouts Fmrs Mkt (SFM) | 0.2 | $13M | -16% | 116k | 110.41 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.2 | $13M | +5% | 64k | 200.78 |
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| Citigroup Com New (C) | 0.2 | $13M | +190% | 204k | 62.60 |
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| UFP Technologies (UFPT) | 0.2 | $13M | +15% | 40k | 316.70 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $12M | +342% | 44k | 283.16 |
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| Pure Storage Cl A (PSTG) | 0.2 | $12M | NEW | 247k | 50.24 |
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| Csw Industrials (CSWI) | 0.2 | $12M | +16% | 34k | 366.40 |
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| CommVault Systems (CVLT) | 0.2 | $12M | NEW | 79k | 153.85 |
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| Netflix (NFLX) | 0.2 | $12M | +164% | 17k | 709.29 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $12M | +3% | 164k | 73.67 |
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| Group 1 Automotive (GPI) | 0.2 | $12M | NEW | 31k | 383.04 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $12M | +483% | 150k | 79.42 |
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| Take-Two Interactive Software (TTWO) | 0.2 | $12M | 77k | 153.71 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $12M | +5% | 21k | 576.89 |
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| West Pharmaceutical Services (WST) | 0.2 | $12M | +2% | 39k | 300.17 |
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| Qualys (QLYS) | 0.2 | $12M | -30% | 91k | 128.46 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $12M | 292k | 39.82 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.1 | $11M | +2% | 29k | 389.12 |
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| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $11M | NEW | 222k | 50.79 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $11M | -3% | 54k | 207.25 |
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| Intel Corporation (INTC) | 0.1 | $11M | +3262% | 472k | 23.46 |
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| Dow (DOW) | 0.1 | $11M | +153% | 200k | 54.63 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $11M | 29k | 383.94 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $11M | -7% | 135k | 80.37 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $11M | -6% | 106k | 101.27 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $11M | NEW | 110k | 97.20 |
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| Charles River Laboratories (CRL) | 0.1 | $11M | 54k | 196.97 |
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| Cigna Corp (CI) | 0.1 | $11M | +461% | 30k | 346.44 |
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| Dominion Resources (D) | 0.1 | $11M | +3767% | 182k | 57.79 |
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| Badger Meter (BMI) | 0.1 | $10M | +6% | 47k | 218.42 |
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| LeMaitre Vascular (LMAT) | 0.1 | $10M | +10% | 110k | 92.89 |
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| LKQ Corporation (LKQ) | 0.1 | $10M | NEW | 255k | 39.92 |
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| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.1 | $10M | NEW | 332k | 30.42 |
|
| Prestige Brands Holdings (PBH) | 0.1 | $10M | +12% | 139k | 72.10 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $10M | +9% | 174k | 57.41 |
|
| FTI Consulting (FCN) | 0.1 | $9.9M | +2% | 44k | 227.56 |
|
| Nike CL B (NKE) | 0.1 | $9.9M | +9% | 113k | 88.40 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $9.8M | +1493% | 190k | 51.74 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $9.8M | +483% | 81k | 121.16 |
|
| Integer Hldgs (ITGR) | 0.1 | $9.8M | +8% | 75k | 130.00 |
|
| United Parcel Service CL B (UPS) | 0.1 | $9.7M | -2% | 71k | 136.34 |
|
| Walt Disney Company (DIS) | 0.1 | $9.6M | +1325% | 100k | 96.19 |
|
| Calix (CALX) | 0.1 | $9.6M | +40% | 247k | 38.79 |
|
| T. Rowe Price (TROW) | 0.1 | $9.6M | 88k | 108.93 |
|
|
| EnPro Industries (NPO) | 0.1 | $9.3M | -4% | 57k | 162.18 |
|
| AeroVironment (AVAV) | 0.1 | $9.3M | 46k | 200.50 |
|
|
| Elf Beauty (ELF) | 0.1 | $9.2M | +4% | 84k | 109.03 |
|
| ICF International (ICFI) | 0.1 | $9.1M | +4% | 55k | 166.79 |
|
| Genuine Parts Company (GPC) | 0.1 | $9.1M | NEW | 65k | 139.68 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.1 | $9.0M | NEW | 90k | 100.09 |
|
| Skyline Corporation (SKY) | 0.1 | $8.9M | +5% | 94k | 94.85 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $8.8M | -9% | 33k | 267.38 |
|
| Merit Medical Systems (MMSI) | 0.1 | $8.7M | +21% | 88k | 98.83 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.1 | $8.7M | NEW | 79k | 110.19 |
|
| Balchem Corporation (BCPC) | 0.1 | $8.5M | +11% | 48k | 176.00 |
|
| Weatherford Intl Ord Shs (WFRD) | 0.1 | $8.5M | NEW | 100k | 84.92 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $8.3M | -6% | 98k | 84.53 |
|
| Phillips 66 (PSX) | 0.1 | $8.2M | -6% | 62k | 131.45 |
|
| Vanguard Scottsdale Fds Vng Rus2000val (VTWV) | 0.1 | $8.2M | 56k | 147.15 |
|
|
| Dupont De Nemours (DD) | 0.1 | $8.1M | +21% | 91k | 89.11 |
|
| Generac Holdings (GNRC) | 0.1 | $7.8M | NEW | 49k | 158.88 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $7.8M | NEW | 55k | 142.28 |
|
| Invesco Exch Traded Fd Tr Ii Global Water (PIO) | 0.1 | $7.8M | NEW | 181k | 43.08 |
|
| Cohen & Steers (CNS) | 0.1 | $7.8M | +9% | 81k | 95.95 |
|
| Summit Matls Cl A (SUM) | 0.1 | $7.7M | +3% | 196k | 39.03 |
|
| Knife River Corp Common Stock (KNF) | 0.1 | $7.5M | NEW | 84k | 89.39 |
|
| Ameris Ban (ABCB) | 0.1 | $7.4M | +8% | 119k | 62.39 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $7.4M | 144k | 51.50 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $7.4M | NEW | 65k | 115.02 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.1 | $7.4M | +9% | 36k | 208.34 |
|
| Vericel (VCEL) | 0.1 | $7.4M | +65% | 175k | 42.25 |
|
| Pjt Partners Com Cl A (PJT) | 0.1 | $7.3M | NEW | 55k | 133.34 |
|
| Fortinet (FTNT) | 0.1 | $7.3M | 94k | 77.55 |
|
|
| First Tr Exchange-traded Ny Arca Biotech (FBT) | 0.1 | $7.3M | NEW | 42k | 171.93 |
|
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 Q3 filed Nov. 12, 2024
- 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