Congress Wealth Management LLC / DE /
Latest statistics and disclosures from CW Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, AAPL, MSFT, NVDA, XLF, and represent 13.43% of CW Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTI (+$375M), BND (+$69M), BSV (+$68M), VOO (+$65M), VXUS (+$53M), XLU (+$43M), VB (+$40M), MSFT (+$39M), XLG (+$35M), JSI (+$35M).
- Started 161 new stock positions in ARTY, VST, BOND, CBRE, DIN, AMCR, MAZE, HERO, CRDO, FTGC.
- Reduced shares in these 10 stocks: XLK (-$251M), SPTI (-$74M), AMZN (-$59M), COST (-$58M), GS (-$27M), QQQ (-$25M), SPSM (-$22M), XLY (-$19M), KBWB (-$19M), LLY (-$16M).
- Sold out of its positions in ELV, BCE, BHB, BERY, CHH, CHDN, COKE, FOF, CPAY, CRTO.
- CW Advisors was a net buyer of stock by $1.4B.
- CW Advisors has $10B in assets under management (AUM), dropping by 23.73%.
- Central Index Key (CIK): 0001904976
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Portfolio Holdings for CW Advisors
CW Advisors holds 1179 positions in its portfolio as reported in the June 2025 quarterly 13F filing
CW Advisors has 1179 total positions. Only the first 250 positions are shown.
- Sign up to view all of the CW Advisors June 30, 2025 positions
- Download the CW Advisors June 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Total Stk Mkt (VTI) | 3.8 | $396M | +1845% | 1.3M | 303.93 |
|
| Apple (AAPL) | 3.8 | $394M | +9% | 1.9M | 205.17 |
|
| Microsoft Corporation (MSFT) | 2.4 | $244M | +19% | 491k | 497.41 |
|
| NVIDIA Corporation (NVDA) | 2.0 | $202M | +14% | 1.3M | 157.99 |
|
| Select Sector Spdr Tr Financial (XLF) | 1.5 | $151M | 2.9M | 52.37 |
|
|
| Meta Platforms Cl A (META) | 1.3 | $131M | +27% | 177k | 738.10 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.3 | $130M | +5% | 716k | 181.74 |
|
| Janus Detroit Str Tr Henderson Securi (JSI) | 1.2 | $120M | +41% | 2.3M | 52.62 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 1.1 | $119M | +3% | 2.6M | 45.05 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.1 | $111M | 1.0M | 108.53 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $108M | +149% | 190k | 568.04 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.9 | $90M | 1.3M | 68.54 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $90M | +43% | 186k | 485.77 |
|
| Broadcom (AVGO) | 0.8 | $84M | +24% | 306k | 275.65 |
|
| Visa Com Cl A (V) | 0.8 | $82M | +25% | 232k | 355.05 |
|
| Coca-Cola Company (KO) | 0.8 | $82M | 1.2M | 70.75 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $77M | +8% | 264k | 289.91 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $75M | +18% | 425k | 176.23 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.7 | $73M | +2237% | 984k | 73.63 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.7 | $72M | +1747% | 918k | 78.70 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.7 | $72M | +7% | 535k | 134.79 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $71M | +3% | 346k | 204.67 |
|
| Profesionally Managed Portfo Congress Interme (CAFX) | 0.7 | $68M | +9% | 2.7M | 24.94 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.6 | $67M | 2.5M | 26.58 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.6 | $62M | -13% | 947k | 65.52 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.6 | $61M | +19% | 1.4M | 43.58 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.6 | $60M | +20% | 969k | 62.02 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $60M | +34% | 336k | 177.39 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $59M | +4% | 442k | 133.31 |
|
| Angel Oak Funds Trust Mortgage Backed (MBS) | 0.6 | $59M | +2% | 6.8M | 8.63 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.6 | $58M | +10% | 132k | 438.40 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $58M | +1100% | 836k | 69.09 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $56M | +22% | 91k | 617.87 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.5 | $55M | 316k | 173.27 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $53M | +6% | 589k | 89.39 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.5 | $51M | -2% | 469k | 109.11 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.5 | $51M | 632k | 80.97 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $51M | +7% | 466k | 109.29 |
|
| Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) | 0.5 | $50M | -27% | 693k | 71.62 |
|
| Home Depot (HD) | 0.5 | $50M | +16% | 135k | 366.64 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.5 | $49M | +30% | 275k | 176.74 |
|
| Eaton Corp SHS (ETN) | 0.4 | $46M | 128k | 357.00 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $45M | +4% | 532k | 84.81 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $45M | +790% | 190k | 236.98 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.4 | $45M | +2% | 891k | 50.27 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.4 | $44M | +5207% | 541k | 81.66 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $43M | +15% | 402k | 107.80 |
|
| First Tr Exch Trd Alphdx Japan Alphadex (FJP) | 0.4 | $43M | 723k | 59.72 |
|
|
| Cintas Corporation (CTAS) | 0.4 | $42M | -8% | 189k | 222.87 |
|
| TJX Companies (TJX) | 0.4 | $41M | +4% | 335k | 123.48 |
|
| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.4 | $39M | 945k | 41.42 |
|
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.4 | $39M | +3% | 702k | 55.24 |
|
| Parker-Hannifin Corporation (PH) | 0.4 | $39M | +19% | 55k | 698.49 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $38M | -29% | 49k | 779.37 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.4 | $38M | +4% | 633k | 59.45 |
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.4 | $38M | +1645% | 720k | 52.10 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $37M | +88% | 67k | 561.97 |
|
| Oracle Corporation (ORCL) | 0.4 | $37M | +12% | 169k | 218.63 |
|
| Allstate Corporation (ALL) | 0.4 | $37M | +37% | 183k | 201.31 |
|
| Cisco Systems (CSCO) | 0.4 | $37M | +23% | 531k | 69.38 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.3 | $36M | +3% | 243k | 147.52 |
|
| Howmet Aerospace (HWM) | 0.3 | $36M | 192k | 186.13 |
|
|
| Netflix (NFLX) | 0.3 | $36M | +8% | 27k | 1339.17 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $35M | +28% | 410k | 85.21 |
|
| PNC Financial Services (PNC) | 0.3 | $35M | +72% | 186k | 186.42 |
|
| Spdr Series Trust Portfolio Crport (SPBO) | 0.3 | $35M | +3% | 1.2M | 29.22 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.3 | $34M | 256k | 131.78 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.3 | $34M | +559% | 378k | 89.06 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.3 | $33M | 1.4M | 24.44 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $33M | +22% | 50k | 663.31 |
|
| Spdr Series Trust Ssga Us Lrg Etf (LGLV) | 0.3 | $33M | -9% | 188k | 174.61 |
|
| Matthews Intl Fds Pacific Tiger Ac (ASIA) | 0.3 | $33M | 1.1M | 29.23 |
|
|
| Doubleline Etf Trust Mortgage Etf (DMBS) | 0.3 | $32M | +10% | 645k | 49.07 |
|
| American Express Company (AXP) | 0.3 | $31M | +95% | 99k | 318.98 |
|
| Martin Marietta Materials (MLM) | 0.3 | $31M | -9% | 57k | 548.97 |
|
| Verizon Communications (VZ) | 0.3 | $31M | +11% | 719k | 43.27 |
|
| Boston Scientific Corporation (BSX) | 0.3 | $31M | +19% | 289k | 107.41 |
|
| Procter & Gamble Company (PG) | 0.3 | $31M | +29% | 194k | 159.32 |
|
| Dell Technologies CL C (DELL) | 0.3 | $31M | +12% | 251k | 122.60 |
|
| Spdr Series Trust Bloomberg Short (BWZ) | 0.3 | $31M | NEW | 1.1M | 28.07 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $30M | -2% | 71k | 423.45 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.3 | $30M | +142% | 120k | 246.51 |
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $30M | +7% | 119k | 248.34 |
|
| Analog Devices (ADI) | 0.3 | $29M | +14% | 123k | 238.02 |
|
| Ishares Msci Jpn Etf New (EWJ) | 0.3 | $29M | 391k | 74.97 |
|
|
| Servicenow (NOW) | 0.3 | $29M | 29k | 1027.99 |
|
|
| Caterpillar (CAT) | 0.3 | $28M | 73k | 388.21 |
|
|
| Arista Networks Com Shs (ANET) | 0.3 | $28M | +2% | 276k | 102.31 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $28M | -40% | 128k | 217.33 |
|
| Ecolab (ECL) | 0.3 | $27M | -6% | 101k | 269.45 |
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.3 | $27M | 849k | 31.63 |
|
|
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.3 | $27M | 872k | 30.63 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.3 | $27M | 49k | 543.30 |
|
|
| Abbvie (ABBV) | 0.3 | $26M | +32% | 141k | 185.62 |
|
| Texas Pacific Land Corp (TPL) | 0.3 | $26M | 24k | 1056.41 |
|
|
| Spdr Series Trust Portfolio S&p600 (SPSM) | 0.2 | $25M | -46% | 597k | 42.60 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $25M | +33% | 85k | 298.90 |
|
| O'reilly Automotive (ORLY) | 0.2 | $25M | +1403% | 275k | 90.13 |
|
| McDonald's Corporation (MCD) | 0.2 | $25M | 84k | 292.18 |
|
|
| Stryker Corporation (SYK) | 0.2 | $25M | 62k | 395.64 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $24M | 118k | 204.64 |
|
|
| Nextera Energy (NEE) | 0.2 | $24M | +15% | 347k | 69.42 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $24M | 288k | 83.48 |
|
|
| Welltower Inc Com reit (WELL) | 0.2 | $24M | +7318% | 153k | 153.73 |
|
| Uber Technologies (UBER) | 0.2 | $23M | +7% | 251k | 93.28 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.2 | $23M | 468k | 49.82 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $23M | +86% | 293k | 79.50 |
|
| Chevron Corporation (CVX) | 0.2 | $23M | 162k | 143.19 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.2 | $23M | -2% | 312k | 74.04 |
|
| Tractor Supply Company (TSCO) | 0.2 | $23M | 438k | 52.77 |
|
|
| Arthur J. Gallagher & Co. (AJG) | 0.2 | $23M | 72k | 320.12 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $23M | +6% | 37k | 620.95 |
|
| Chipotle Mexican Grill (CMG) | 0.2 | $23M | 403k | 56.15 |
|
|
| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.2 | $23M | +10% | 440k | 51.07 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $22M | +6% | 449k | 49.46 |
|
| Amgen (AMGN) | 0.2 | $22M | +2% | 79k | 279.22 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.2 | $22M | -24% | 111k | 197.22 |
|
| Merck & Co (MRK) | 0.2 | $22M | -6% | 275k | 79.16 |
|
| The Trade Desk Com Cl A (TTD) | 0.2 | $22M | +10% | 298k | 71.99 |
|
| Curtiss-Wright (CW) | 0.2 | $21M | -16% | 44k | 488.56 |
|
| Sterling Construction Company (STRL) | 0.2 | $21M | 92k | 230.73 |
|
|
| Te Connectivity Ord Shs (TEL) | 0.2 | $21M | +18% | 126k | 168.67 |
|
| Linde SHS (LIN) | 0.2 | $21M | +3% | 44k | 469.13 |
|
| Dynatrace Com New (DT) | 0.2 | $21M | +58% | 375k | 55.21 |
|
| Synopsys (SNPS) | 0.2 | $20M | 39k | 512.69 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $20M | +63% | 499k | 40.02 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $20M | NEW | 808k | 24.67 |
|
| Broadridge Financial Solutions (BR) | 0.2 | $20M | 82k | 243.03 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $20M | +332% | 294k | 67.22 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.2 | $20M | +13% | 236k | 82.92 |
|
| Amazon (AMZN) | 0.2 | $19M | -75% | 89k | 219.39 |
|
| Walt Disney Company (DIS) | 0.2 | $19M | +67% | 157k | 124.01 |
|
| Cyberark Software SHS (CYBR) | 0.2 | $19M | -8% | 48k | 406.88 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $19M | 144k | 132.81 |
|
|
| Group 1 Automotive (GPI) | 0.2 | $19M | +193% | 43k | 436.71 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $19M | +10% | 326k | 57.01 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $19M | -57% | 34k | 551.64 |
|
| Moody's Corporation (MCO) | 0.2 | $18M | 37k | 501.60 |
|
|
| Williams Companies (WMB) | 0.2 | $18M | +2% | 293k | 62.81 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $18M | +2% | 95k | 193.36 |
|
| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.2 | $18M | +14% | 675k | 27.13 |
|
| Lowe's Companies (LOW) | 0.2 | $18M | +52% | 81k | 221.83 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $18M | NEW | 157k | 113.21 |
|
| Cme (CME) | 0.2 | $18M | -2% | 64k | 275.63 |
|
| Citigroup Com New (C) | 0.2 | $18M | +94% | 205k | 85.12 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.2 | $18M | +10% | 345k | 50.68 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.2 | $17M | +16% | 439k | 39.49 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $17M | +741% | 41k | 420.48 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $17M | +14% | 39k | 445.21 |
|
| Pfizer (PFE) | 0.2 | $17M | +34% | 708k | 24.24 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $17M | +83% | 173k | 99.20 |
|
| CVS Caremark Corporation (CVS) | 0.2 | $17M | +27% | 248k | 68.98 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.2 | $17M | +4% | 811k | 20.80 |
|
| AFLAC Incorporated (AFL) | 0.2 | $17M | +102% | 160k | 105.46 |
|
| Applied Materials (AMAT) | 0.2 | $17M | +32% | 91k | 183.03 |
|
| Spdr Series Trust Russell Low Vol (ONEV) | 0.2 | $17M | NEW | 129k | 129.10 |
|
| Emcor (EME) | 0.2 | $17M | -17% | 31k | 534.91 |
|
| Penumbra (PEN) | 0.2 | $17M | -11% | 64k | 256.63 |
|
| Elf Beauty (ELF) | 0.2 | $17M | 132k | 124.44 |
|
|
| Caci Intl Cl A (CACI) | 0.2 | $16M | +30% | 34k | 476.70 |
|
| CommVault Systems (CVLT) | 0.2 | $16M | 94k | 174.33 |
|
|
| Badger Meter (BMI) | 0.2 | $16M | 66k | 244.96 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $16M | +4% | 140k | 115.35 |
|
| ConocoPhillips (COP) | 0.2 | $16M | +6% | 178k | 89.74 |
|
| Johnson & Johnson (JNJ) | 0.2 | $16M | -42% | 102k | 152.75 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $16M | 171k | 90.90 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $16M | +33% | 334k | 46.29 |
|
| Crane Company Common Stock (CR) | 0.1 | $15M | 81k | 189.89 |
|
|
| Steris Shs Usd (STE) | 0.1 | $15M | 63k | 240.23 |
|
|
| EOG Resources (EOG) | 0.1 | $15M | +3% | 127k | 119.61 |
|
| Enterprise Products Partners (EPD) | 0.1 | $15M | 489k | 31.01 |
|
|
| Casey's General Stores (CASY) | 0.1 | $15M | -13% | 29k | 510.28 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.1 | $15M | +519% | 135k | 110.04 |
|
| Tesla Motors (TSLA) | 0.1 | $15M | +65% | 47k | 317.52 |
|
| Nvent Electric SHS (NVT) | 0.1 | $15M | -12% | 202k | 73.25 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $14M | +57% | 99k | 146.02 |
|
| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.1 | $14M | 99k | 144.91 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $14M | -22% | 73k | 195.02 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $14M | +80% | 101k | 138.68 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $14M | -2% | 597k | 23.24 |
|
| Raymond James Financial (RJF) | 0.1 | $14M | -10% | 90k | 153.37 |
|
| General Dynamics Corporation (GD) | 0.1 | $14M | +61% | 47k | 291.66 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.1 | $14M | 107k | 128.63 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $14M | 87k | 155.93 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $14M | +5% | 508k | 26.50 |
|
| Encompass Health Corp (EHC) | 0.1 | $13M | NEW | 110k | 122.63 |
|
| Franklin Templeton Etf Tr Us Treasury Bond (FLGV) | 0.1 | $13M | +6% | 653k | 20.55 |
|
| Tko Group Holdings Cl A (TKO) | 0.1 | $13M | NEW | 72k | 181.95 |
|
| Dominion Resources (D) | 0.1 | $13M | +15% | 232k | 56.52 |
|
| Prestige Brands Holdings (PBH) | 0.1 | $13M | 163k | 79.85 |
|
|
| Ishares Tr Msci Acwi Exus (HAWX) | 0.1 | $13M | NEW | 368k | 35.35 |
|
| UnitedHealth (UNH) | 0.1 | $13M | +33% | 42k | 311.98 |
|
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $13M | NEW | 514k | 25.18 |
|
| T. Rowe Price (TROW) | 0.1 | $13M | +50% | 133k | 96.50 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.1 | $13M | 35k | 366.17 |
|
|
| At&t (T) | 0.1 | $13M | +28% | 447k | 28.60 |
|
| Halozyme Therapeutics (HALO) | 0.1 | $13M | -12% | 245k | 52.02 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $13M | +36% | 579k | 21.96 |
|
| Terreno Realty Corporation (TRNO) | 0.1 | $13M | 225k | 56.07 |
|
|
| Pjt Partners Com Cl A (PJT) | 0.1 | $13M | 76k | 165.01 |
|
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $13M | +252% | 138k | 91.11 |
|
| AeroVironment (AVAV) | 0.1 | $12M | -5% | 44k | 284.95 |
|
| Comfort Systems USA (FIX) | 0.1 | $12M | +3% | 23k | 536.26 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $12M | +5% | 30k | 405.46 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $12M | NEW | 197k | 62.74 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $12M | -24% | 236k | 52.06 |
|
| Goldman Sachs (GS) | 0.1 | $12M | -69% | 17k | 707.76 |
|
| Rambus (RMBS) | 0.1 | $12M | +4% | 191k | 64.02 |
|
| Brown & Brown (BRO) | 0.1 | $12M | -10% | 112k | 108.47 |
|
| salesforce (CRM) | 0.1 | $12M | -40% | 45k | 272.71 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $12M | +11% | 200k | 60.03 |
|
| International Business Machines (IBM) | 0.1 | $12M | +5% | 44k | 270.91 |
|
| Omni (OMC) | 0.1 | $12M | +139% | 166k | 71.94 |
|
| FedEx Corporation (FDX) | 0.1 | $12M | +90% | 52k | 227.32 |
|
| Monolithic Power Systems (MPWR) | 0.1 | $12M | 16k | 731.44 |
|
|
| Bridgebio Pharma (BBIO) | 0.1 | $12M | 270k | 43.18 |
|
|
| Sprouts Fmrs Mkt (SFM) | 0.1 | $12M | -18% | 71k | 164.64 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $12M | -2% | 471k | 24.54 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $12M | +19% | 38k | 304.84 |
|
| Cigna Corp (CI) | 0.1 | $12M | +64% | 35k | 330.59 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 0.1 | $11M | +208% | 344k | 33.26 |
|
| Philip Morris International (PM) | 0.1 | $11M | +8% | 62k | 182.13 |
|
| Guidewire Software (GWRE) | 0.1 | $11M | -15% | 48k | 235.45 |
|
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.1 | $11M | 54k | 208.47 |
|
|
| UFP Technologies (UFPT) | 0.1 | $11M | +4% | 46k | 244.16 |
|
| EnPro Industries (NPO) | 0.1 | $11M | 59k | 191.55 |
|
|
| Gilead Sciences (GILD) | 0.1 | $11M | +309% | 101k | 110.87 |
|
| Us Foods Hldg Corp call (USFD) | 0.1 | $11M | -28% | 144k | 77.01 |
|
| Calix (CALX) | 0.1 | $11M | 207k | 53.19 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $11M | -11% | 162k | 67.44 |
|
| Generac Holdings (GNRC) | 0.1 | $11M | +70% | 76k | 143.21 |
|
| Ligand Pharmaceuticals Com New (LGND) | 0.1 | $11M | 94k | 113.68 |
|
|
| Spdr Series Trust Ssga Us Smal Etf (SMLV) | 0.1 | $11M | -19% | 86k | 125.11 |
|
| Sensient Technologies Corporation (SXT) | 0.1 | $11M | +15% | 109k | 98.52 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $11M | NEW | 54k | 195.83 |
|
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $11M | +95% | 214k | 49.18 |
|
| Abbott Laboratories (ABT) | 0.1 | $11M | +41% | 77k | 136.01 |
|
| Intel Corporation (INTC) | 0.1 | $10M | +24% | 463k | 22.40 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.1 | $10M | 38k | 275.20 |
|
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.1 | $10M | 322k | 32.15 |
|
|
| Descartes Sys Grp (DSGX) | 0.1 | $10M | -18% | 102k | 101.65 |
|
| Stride (LRN) | 0.1 | $10M | -56% | 71k | 145.19 |
|
| Boot Barn Hldgs (BOOT) | 0.1 | $10M | 68k | 152.00 |
|
|
| Ge Aerospace Com New (GE) | 0.1 | $10M | 39k | 257.41 |
|
|
| Wal-Mart Stores (WMT) | 0.1 | $10M | +18% | 103k | 97.78 |
|
| Cooper Cos (COO) | 0.1 | $10M | -11% | 141k | 71.16 |
|
| Phillips 66 (PSX) | 0.1 | $9.9M | -2% | 83k | 119.30 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $9.7M | -14% | 352k | 27.67 |
|
| HEICO Corporation (HEI) | 0.1 | $9.7M | +648% | 30k | 328.01 |
|
| Qualcomm (QCOM) | 0.1 | $9.7M | +49% | 61k | 159.26 |
|
Past Filings by CW Advisors
SEC 13F filings are viewable for CW Advisors going back to 2021
- CW Advisors 2025 Q2 filed Aug. 13, 2025
- CW Advisors 2025 Q1 filed May 14, 2025
- 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