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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, XLF, MSFT, RSP, and represent 11.16% of Congress Wealth Management LLC / DE /'s stock portfolio.
Added to shares of these 10 stocks: MBB (+$46M), XLY (+$40M), ANET (+$30M), XLB (+$25M), DELL (+$23M), SCHX (+$21M), AAPL (+$18M), TSCO (+$18M), OLLI (+$17M), GOOGL (+$16M).
Started 106 new stock positions in SMMD, JLL, GTLB, RMBS, APPF, TT, MRVL, ROK, SIRI, CRSP.
Reduced shares in these 10 stocks: JMBS (-$47M), XLV (-$45M), Arista Networks (-$26M), ABBV (-$17M), EZU (-$17M), UNH (-$15M), META (-$15M), ONTO (-$15M), HOLX (-$14M), PNC (-$13M).
Sold out of its positions in CRMT, ARHS, Arista Networks, BL, BlackRock, CCCS, CE, CNC, CRL, ROAD.
Congress Wealth Management LLC / DE / was a net seller of stock by $-62M.
Congress Wealth Management LLC / DE / has $7.3B in assets under management (AUM), dropping by -3.02%.
Central Index Key (CIK): 0001904976

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Portfolio Holdings for Congress Wealth Management LLC / DE /

Congress Wealth Management LLC / DE / holds 871 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Congress Wealth Management LLC / DE / has 871 total positions. Only the first 250 positions are shown.

Sign up to view all of the Congress Wealth Management LLC / DE / Dec. 31, 2024 positions
Download the Congress Wealth Management LLC / DE / December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Select Sector Spdr Tr Technology (XLK)	3.2	$231M	-2%	994k	232.52	View chart
Apple (AAPL)	2.7	$199M	+9%	793k	250.42	View chart
Select Sector Spdr Tr Financial (XLF)	1.9	$139M		2.9M	48.33	View chart
Microsoft Corporation (MSFT)	1.7	$126M	-6%	298k	421.50	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.6	$118M		673k	175.23	View chart
NVIDIA Corporation (NVDA)	1.6	$117M		873k	134.29	View chart
Select Sector Spdr Tr Communication (XLC)	1.3	$98M	-2%	1.0M	96.81	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.2	$91M	-34%	2.1M	44.18	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	1.1	$82M	-4%	2.9M	27.88	View chart
Coca-Cola Company (KO)	1.1	$80M	+14%	1.3M	62.26	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	1.1	$79M		1.8M	44.92	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.1	$78M		1.3M	58.79	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.9	$69M	-2%	1.7M	40.41	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.9	$69M	+134%	306k	224.35	View chart
Spdr Ser Tr Portfolio Ln Tsr (SPTL)	0.9	$66M		2.5M	26.19	View chart
Meta Platforms Cl A (META)	0.9	$65M	-18%	111k	585.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$65M		330k	195.83	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB)	0.9	$64M		976k	65.35	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.8	$58M		1.1M	51.99	View chart
Amazon (AMZN)	0.8	$58M	-4%	263k	219.39	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$56M	+40%	294k	189.30	View chart
Profesionally Managed Portfo Congress Interme (CAFX)	0.8	$55M	+17%	2.2M	24.44	View chart
Janus Detroit Str Tr Henderson Securi (JSI)	0.7	$53M	+8%	1.0M	51.81	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$53M		331k	159.52	View chart
Costco Wholesale Corporation (COST)	0.7	$52M	-4%	57k	916.30	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$51M	+838%	559k	91.68	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.7	$50M		483k	103.30	View chart
Visa Com Cl A (V)	0.7	$49M	-6%	156k	316.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$49M		785k	62.31	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.7	$49M		382k	127.59	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.6	$47M	-48%	342k	137.57	View chart
JPMorgan Chase & Co. (JPM)	0.6	$46M		193k	239.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$46M		396k	115.22	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.6	$43M		565k	75.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$42M	+20%	72k	586.09	View chart
Select Sector Spdr Tr Energy (XLE)	0.6	$42M		488k	85.66	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.6	$41M	+2%	855k	48.42	View chart
Home Depot (HD)	0.6	$41M	+2%	106k	388.99	View chart
Eaton Corp SHS (ETN)	0.6	$41M	+2%	124k	331.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$38M	+6%	70k	538.83	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.5	$38M		923k	40.67	View chart
Eli Lilly & Co. (LLY)	0.5	$38M		49k	772.03	View chart
Cintas Corporation (CTAS)	0.5	$38M		205k	182.70	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.5	$37M		724k	51.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$37M	+5%	72k	511.24	View chart
TJX Companies (TJX)	0.5	$36M	-3%	300k	120.81	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.5	$35M		211k	165.21	View chart
Spdr Ser Tr Portfolio Crport (SPBO)	0.5	$33M		1.1M	28.64	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$33M	-28%	172k	190.44	View chart
Martin Marietta Materials (MLM)	0.4	$32M		62k	516.52	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.4	$32M		652k	48.92	View chart
Honeywell International (HON)	0.4	$32M	+90%	141k	225.89	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.4	$32M	+201%	1.4M	23.18	View chart
Goldman Sachs (GS)	0.4	$31M	-21%	53k	572.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$30M	+26%	76k	401.59	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$30M	-3%	228k	131.76	View chart
Arista Networks Com Shs (ANET)	0.4	$30M	NEW	271k	110.53	View chart
Broadcom (AVGO)	0.4	$30M	+5%	127k	231.84	View chart
Parker-Hannifin Corporation (PH)	0.4	$29M	+67%	46k	636.05	View chart
Servicenow (NOW)	0.4	$29M		27k	1060.16	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.4	$29M		369k	78.61	View chart
Matthews Intl Fds Pacific Tiger Ac (ASIA)	0.4	$29M		1.1M	26.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$29M	-25%	64k	453.29	View chart
Ollies Bargain Outlt Hldgs I (OLLI)	0.4	$29M	+137%	262k	109.73	View chart
Ishares Msci Eurzone Etf (EZU)	0.4	$29M	-36%	609k	47.20	View chart
Ishares Tr Msci Euro Fl Etf (EUFN)	0.4	$28M		1.2M	23.30	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.4	$27M	+12%	148k	184.88	View chart
Doubleline Etf Trust Mortgage Etf (DMBS)	0.4	$27M	+9%	551k	48.10	View chart
Allstate Corporation (ALL)	0.4	$26M	-28%	135k	192.79	View chart
Ishares Msci Jpn Etf New (EWJ)	0.4	$26M		383k	67.10	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.4	$26M		315k	81.25	View chart
SPS Commerce (SPSC)	0.3	$25M	-3%	138k	183.99	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$25M	NEW	297k	84.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$25M	+105%	42k	588.70	View chart
Exxon Mobil Corporation (XOM)	0.3	$25M	-32%	229k	107.57	View chart
Ecolab (ECL)	0.3	$24M		104k	234.32	View chart
Sprouts Fmrs Mkt (SFM)	0.3	$24M	+64%	191k	127.07	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$24M	-2%	467k	51.01	View chart
Dell Technologies CL C (DELL)	0.3	$24M	+4026%	204k	115.24	View chart
Intuitive Surgical Com New (ISRG)	0.3	$24M		45k	521.97	View chart
Merck & Co (MRK)	0.3	$23M	-3%	231k	99.48	View chart
Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB)	0.3	$23M		877k	26.19	View chart
Cisco Systems (CSCO)	0.3	$23M	-13%	385k	59.20	View chart
salesforce (CRM)	0.3	$22M	-2%	67k	334.33	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.3	$22M		321k	68.68	View chart
Caterpillar (CAT)	0.3	$22M	+2%	61k	362.77	View chart
The Trade Desk Com Cl A (TTD)	0.3	$22M	-17%	187k	117.53	View chart
Tractor Supply Company (TSCO)	0.3	$22M	+414%	412k	53.06	View chart
Oracle Corporation (ORCL)	0.3	$22M		131k	166.64	View chart
Analog Devices (ADI)	0.3	$21M	-16%	100k	212.46	View chart
Boston Scientific Corporation (BSX)	0.3	$21M	+5%	235k	89.32	View chart
Deckers Outdoor Corporation (DECK)	0.3	$21M	-16%	102k	203.09	View chart
Howmet Aerospace (HWM)	0.3	$21M		188k	109.37	View chart
McDonald's Corporation (MCD)	0.3	$21M	-2%	71k	289.90	View chart
PNC Financial Services (PNC)	0.3	$20M	-39%	105k	192.85	View chart
Nextera Energy (NEE)	0.3	$20M	-10%	281k	71.69	View chart
Verizon Communications (VZ)	0.3	$20M	-4%	502k	39.99	View chart
Copart (CPRT)	0.3	$20M	-5%	348k	57.39	View chart
Curtiss-Wright (CW)	0.3	$20M		56k	354.88	View chart
Arthur J. Gallagher & Co. (AJG)	0.3	$20M	+2%	69k	283.86	View chart
Emcor (EME)	0.3	$20M	-3%	43k	453.91	View chart
Vanguard World Health Car Etf (VHT)	0.3	$20M	-2%	77k	253.69	View chart
Palo Alto Networks (PANW)	0.3	$19M	+116%	107k	181.96	View chart
Chevron Corporation (CVX)	0.3	$19M		133k	144.84	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$19M		114k	169.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$19M	-3%	274k	70.28	View chart
Amgen (AMGN)	0.3	$19M	+7%	73k	260.65	View chart
Intuit (INTU)	0.3	$19M		30k	628.52	View chart
Penumbra (PEN)	0.3	$19M		80k	237.48	View chart
Angel Oak Funds Trust Oak Ultrashort (UYLD)	0.3	$19M	+43%	368k	51.07	View chart
Stryker Corporation (SYK)	0.3	$19M	+2%	52k	360.06	View chart
Chipotle Mexican Grill (CMG)	0.3	$19M	+2%	306k	60.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$18M	+2%	138k	131.29	View chart
Raymond James Financial (RJF)	0.2	$18M	-2%	116k	155.33	View chart
Synopsys (SNPS)	0.2	$18M		37k	485.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$18M		409k	44.04	View chart
Sherwin-Williams Company (SHW)	0.2	$18M		53k	339.94	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.2	$18M	+4%	50k	351.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$18M	+39%	61k	289.82	View chart
Johnson & Johnson (JNJ)	0.2	$18M	-15%	122k	144.62	View chart
Broadridge Financial Solutions (BR)	0.2	$18M	+4%	77k	226.09	View chart
Abbvie (ABBV)	0.2	$17M	-48%	98k	177.70	View chart
Ptc (PTC)	0.2	$17M		94k	183.87	View chart
Procter & Gamble Company (PG)	0.2	$17M		103k	167.65	View chart
Nvent Electric SHS (NVT)	0.2	$17M	-2%	251k	68.16	View chart
Descartes Sys Grp (DSGX)	0.2	$17M	-2%	150k	113.60	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$17M	+7%	92k	185.13	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$17M	+873%	134k	126.75	View chart
O'reilly Automotive (ORLY)	0.2	$17M	-22%	14k	1185.91	View chart
Netflix (NFLX)	0.2	$17M	+10%	19k	891.36	View chart
Linde SHS (LIN)	0.2	$16M	+3%	39k	418.68	View chart
Casey's General Stores (CASY)	0.2	$16M	-4%	40k	396.24	View chart
Angel Oak Funds Trust Income Etf (CARY)	0.2	$16M		772k	20.59	View chart
Us Foods Hldg Corp call (USFD)	0.2	$16M		234k	67.46	View chart
Nxp Semiconductors N V (NXPI)	0.2	$16M	+2%	75k	207.85	View chart
Moody's Corporation (MCO)	0.2	$16M	+2%	33k	473.39	View chart
Te Connectivity Ord Shs (TEL)	0.2	$15M	-14%	107k	142.97	View chart
EOG Resources (EOG)	0.2	$15M	-2%	124k	122.58	View chart
Cme (CME)	0.2	$15M		65k	232.23	View chart
Valvoline Inc Common (VVV)	0.2	$15M		413k	36.18	View chart
Pure Storage Cl A (PSTG)	0.2	$15M		243k	61.43	View chart
Sterling Construction Company (STRL)	0.2	$15M	-24%	89k	168.45	View chart
Dynatrace Com New (DT)	0.2	$15M	-4%	271k	54.35	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$15M	+101%	647k	22.70	View chart
Cooper Cos (COO)	0.2	$15M		159k	91.93	View chart
ResMed (RMD)	0.2	$15M	-2%	64k	228.69	View chart
Saia (SAIA)	0.2	$15M	-3%	32k	455.75	View chart
Enterprise Products Partners (EPD)	0.2	$15M	+3%	462k	31.36	View chart
Brown & Brown (BRO)	0.2	$15M		142k	102.02	View chart
Colgate-Palmolive Company (CL)	0.2	$15M	+5%	159k	90.91	View chart
ConocoPhillips (COP)	0.2	$14M	-2%	145k	99.17	View chart
Crane Company Common Stock (CR)	0.2	$14M	-11%	93k	151.75	View chart
Aptar (ATR)	0.2	$14M		88k	157.10	View chart
Take-Two Interactive Software (TTWO)	0.2	$14M	-2%	75k	184.08	View chart
Baker Hughes Company Cl A (BKR)	0.2	$14M	NEW	337k	41.02	View chart
Spdr Ser Tr Ssga Us Smal Etf (SMLV)	0.2	$14M		108k	127.64	View chart
Zoetis Cl A (ZTS)	0.2	$14M	-20%	85k	162.93	View chart
Church & Dwight (CHD)	0.2	$14M	-2%	130k	104.71	View chart
Godaddy Cl A (GDDY)	0.2	$14M	NEW	69k	197.37	View chart
Shopify Cl A (SHOP)	0.2	$13M	NEW	127k	106.33	View chart
Teledyne Technologies Incorporated (TDY)	0.2	$13M	-16%	29k	464.14	View chart
CommVault Systems (CVLT)	0.2	$13M	+12%	89k	150.91	View chart
FactSet Research Systems (FDS)	0.2	$13M		28k	480.30	View chart
Watts Water Technologies Cl A (WTS)	0.2	$13M		65k	203.30	View chart
Dex (DXCM)	0.2	$13M	+865%	169k	77.77	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.2	$13M	-4%	102k	128.70	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$13M	+2%	65k	198.19	View chart
Badger Meter (BMI)	0.2	$13M	+29%	61k	212.12	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$13M	+7%	268k	47.82	View chart
American Express Company (AXP)	0.2	$13M	-39%	42k	296.80	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$12M	+134%	43k	287.83	View chart
Qualys (QLYS)	0.2	$12M	-2%	88k	140.22	View chart
Franklin Templeton Etf Tr Us Treasury Bond (FLGV)	0.2	$12M		616k	20.12	View chart
Csw Industrials (CSWI)	0.2	$12M	+2%	35k	352.82	View chart
West Pharmaceutical Services (WST)	0.2	$12M	-4%	37k	327.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$12M	+3%	29k	410.45	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$12M	+3%	155k	78.01	View chart
Mastercard Incorporated Cl A (MA)	0.2	$12M	-36%	23k	526.61	View chart
Prestige Brands Holdings (PBH)	0.2	$12M	+6%	148k	78.09	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	0.2	$12M		55k	210.14	View chart
Lowe's Companies (LOW)	0.2	$11M	-38%	46k	246.81	View chart
Steris Shs Usd (STE)	0.2	$11M	-5%	54k	205.56	View chart
Elf Beauty (ELF)	0.2	$11M	+4%	89k	125.55	View chart
Halozyme Therapeutics (HALO)	0.2	$11M	-23%	230k	47.81	View chart
UnitedHealth (UNH)	0.1	$11M	-58%	22k	505.88	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$11M	-23%	27k	402.71	View chart
Monolithic Power Systems (MPWR)	0.1	$11M	-3%	18k	591.72	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$11M	+205%	413k	26.07	View chart
Caci Intl Cl A (CACI)	0.1	$11M		27k	396.63	View chart
Terreno Realty Corporation (TRNO)	0.1	$11M	+383%	178k	59.14	View chart
T. Rowe Price (TROW)	0.1	$11M	+5%	93k	113.09	View chart
LeMaitre Vascular (LMAT)	0.1	$11M	+3%	114k	92.14	View chart
Pjt Partners Com Cl A (PJT)	0.1	$11M	+21%	67k	157.81	View chart
Integer Hldgs (ITGR)	0.1	$11M	+5%	79k	132.52	View chart
Boot Barn Hldgs (BOOT)	0.1	$11M	-12%	69k	151.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$10M		107k	96.90	View chart
Dominion Resources (D)	0.1	$10M	+4%	190k	53.86	View chart
EnPro Industries (NPO)	0.1	$10M	+2%	59k	172.45	View chart
Ligand Pharmaceuticals Com New (LGND)	0.1	$10M	+4%	94k	107.15	View chart
Summit Matls Cl A	0.1	$10M		199k	50.60	View chart
Vericel (VCEL)	0.1	$10M	+4%	182k	54.91	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$10M		294k	33.91	View chart
UFP Technologies (UFPT)	0.1	$9.9M		41k	244.51	View chart
Applied Materials (AMAT)	0.1	$9.6M	-31%	59k	162.63	View chart
Bristol Myers Squibb (BMY)	0.1	$9.5M	-11%	167k	56.56	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$9.5M		79k	119.51	View chart
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP)	0.1	$9.4M		330k	28.61	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.1	$9.4M		34k	280.07	View chart
Knife River Corp Common Stock (KNF)	0.1	$9.1M	+6%	89k	101.64	View chart
Thermo Fisher Scientific (TMO)	0.1	$9.0M	-27%	17k	520.27	View chart
Pfizer (PFE)	0.1	$9.0M	-24%	339k	26.53	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$9.0M		172k	52.22	View chart
Stride (LRN)	0.1	$8.9M	+12%	85k	103.93	View chart
Comfort Systems USA (FIX)	0.1	$8.8M	-55%	21k	424.08	View chart
Merit Medical Systems (MMSI)	0.1	$8.8M	+3%	91k	96.72	View chart
Skyline Corporation (SKY)	0.1	$8.6M	+4%	98k	88.10	View chart
Fortinet (FTNT)	0.1	$8.6M	-2%	91k	94.48	View chart
InterDigital (IDCC)	0.1	$8.6M	NEW	44k	193.72	View chart
CVS Caremark Corporation (CVS)	0.1	$8.5M	-31%	190k	44.89	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$8.3M	+59%	199k	41.82	View chart
AFLAC Incorporated (AFL)	0.1	$8.3M	-52%	80k	103.44	View chart
Balchem Corporation (BCPC)	0.1	$8.3M	+4%	51k	163.00	View chart
FTI Consulting (FCN)	0.1	$8.3M		43k	191.13	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$8.2M	-15%	138k	59.73	View chart
ACI Worldwide (ACIW)	0.1	$8.2M	NEW	158k	51.91	View chart
American Eagle Outfitters (AEO)	0.1	$8.2M	-28%	490k	16.67	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$8.0M	+198%	293k	27.32	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.1	$8.0M		55k	144.61	View chart
Cohen & Steers (CNS)	0.1	$7.9M	+6%	86k	92.34	View chart
Onto Innovation (ONTO)	0.1	$7.9M	-64%	47k	166.67	View chart
Ameris Ban (ABCB)	0.1	$7.8M	+5%	125k	62.57	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$7.6M	+104%	295k	25.86	View chart
General Dynamics Corporation (GD)	0.1	$7.6M	+148%	29k	263.49	View chart
Phillips 66 (PSX)	0.1	$7.5M	+4%	65k	113.93	View chart
Moog Cl A (MOG.A)	0.1	$7.3M	+4%	37k	196.85	View chart
NOVA MEASURING Instruments L (NVMI)	0.1	$7.3M	+4%	37k	196.95	View chart
Box Cl A (BOX)	0.1	$7.2M	+17%	228k	31.60	View chart
First Tr Exchange-traded Ny Arca Biotech (FBT)	0.1	$7.2M		43k	166.21	View chart
AeroVironment (AVAV)	0.1	$7.1M		46k	153.89	View chart
Invesco Exch Traded Fd Tr Ii Global Water (PIO)	0.1	$7.1M		181k	39.06	View chart
Intel Corporation (INTC)	0.1	$7.0M	-25%	351k	20.05	View chart
Dupont De Nemours (DD)	0.1	$7.0M		92k	75.87	View chart
FedEx Corporation (FDX)	0.1	$6.9M	-50%	25k	281.35	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$6.8M	+18%	69k	99.92	View chart
Citigroup Com New (C)	0.1	$6.8M	-52%	97k	70.39	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$6.8M		10.00	680920.00	View chart
MarketAxess Holdings (MKTX)	0.1	$6.8M	NEW	30k	226.05	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$6.8M	+26%	76k	89.08	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$6.7M	+13%	214k	31.44	View chart
Walt Disney Company (DIS)	0.1	$6.6M	-40%	59k	111.35	View chart

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 Q4 filed Feb. 11, 2025
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

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