Congress Wealth Management LLC / DE /

Latest statistics and disclosures from Congress Wealth Management LLC / DE /'s latest quarterly 13F-HR filing:

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Positions held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Congress Wealth Management LLC / DE /

Congress Wealth Management LLC / DE / holds 606 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Congress Wealth Management LLC / DE / has 606 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Goldman Sachs (GS) 4.6 $252M 653k 385.77
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Select Sector Spdr Tr Technology (XLK) 3.6 $196M +10% 1.0M 192.48
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Janus Detroit Str Tr Henderson Mtg (JMBS) 2.6 $144M +2% 3.1M 45.94
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Apple (AAPL) 2.2 $122M +16% 633k 192.53
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 2.0 $111M NEW 3.8M 29.02
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Global X Fds Us Infr Dev Etf (PAVE) 1.9 $102M +18% 3.0M 34.46
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Spdr Ser Tr Portfli Intrmdit (SPTI) 1.8 $96M -11% 3.4M 28.56
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Select Sector Spdr Tr Energy (XLE) 1.7 $92M 1.1M 83.84
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Select Sector Spdr Tr Communication (XLC) 1.5 $82M +17% 1.1M 72.66
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.5 $80M 1.4M 56.39
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Spdr Ser Tr Portfolio S&p600 (SPSM) 1.4 $78M 1.9M 42.18
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Select Sector Spdr Tr Financial (XLF) 1.4 $78M +20% 2.1M 37.60
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Coca-Cola Company (KO) 1.3 $72M +17% 1.2M 58.93
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Microsoft Corporation (MSFT) 1.3 $71M +11% 188k 376.04
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World Gold Tr Spdr Gld Minis (GLDM) 1.1 $62M -16% 1.5M 40.91
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.1 $60M -2% 441k 136.38
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $48M +6% 157k 303.17
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Ishares Tr Msci Eafe Etf (EFA) 0.9 $48M -4% 631k 75.35
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Ishares Msci Eurzone Etf (EZU) 0.9 $47M -30% 999k 47.44
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.8 $46M 593k 78.02
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.8 $46M 314k 145.01
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NVIDIA Corporation (NVDA) 0.8 $45M +4% 92k 495.23
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.8 $45M -5% 253k 178.81
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Ishares Msci Jpn Etf New (EWJ) 0.8 $44M 678k 64.14
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Ishares Tr U.s. Tech Etf (IYW) 0.8 $43M 351k 122.75
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Select Sector Spdr Tr Indl (XLI) 0.8 $41M 362k 113.99
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Costco Wholesale Corporation (COST) 0.7 $40M 61k 660.09
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Honeywell International (HON) 0.7 $39M 185k 209.71
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $38M 750k 50.30
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First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.7 $36M 713k 50.39
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.6 $35M 675k 51.66
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Visa Com Cl A (V) 0.6 $33M +4% 128k 260.35
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Spdr Ser Tr Portfolio Crport (SPBO) 0.6 $33M -2% 1.1M 29.41
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Home Depot (HD) 0.6 $32M +5% 93k 346.56
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Accenture Plc Ireland Shs Class A (ACN) 0.6 $31M +2% 88k 350.91
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Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $30M +3% 184k 165.25
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Darden Restaurants (DRI) 0.6 $30M +2% 185k 164.30
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $30M +25% 216k 139.69
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UnitedHealth (UNH) 0.5 $30M +3% 57k 526.48
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Amazon (AMZN) 0.5 $29M +18% 190k 151.94
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Martin Marietta Materials (MLM) 0.5 $29M 58k 498.92
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JPMorgan Chase & Co. (JPM) 0.5 $28M -6% 167k 170.10
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $28M 389k 72.54
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SPS Commerce (SPSC) 0.5 $28M 142k 193.84
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $27M 481k 56.40
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Qualys (QLYS) 0.5 $27M 137k 196.28
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Ishares Tr Msci Euro Fl Etf (EUFN) 0.5 $25M 1.2M 20.96
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.4 $23M +4338% 321k 72.03
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Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.4 $23M -41% 903k 25.14
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Cme (CME) 0.4 $23M 108k 210.60
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Cintas Corporation (CTAS) 0.4 $22M 36k 602.68
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Adobe Systems Incorporated (ADBE) 0.4 $21M +5% 36k 596.62
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Eli Lilly & Co. (LLY) 0.4 $21M +11% 36k 582.94
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Doubleline Etf Trust Mortgage Etf (DMBS) 0.4 $21M NEW 425k 49.49
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Dex (DXCM) 0.4 $21M +529% 168k 124.09
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Chevron Corporation (CVX) 0.4 $21M 138k 149.16
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Ishares Tr Pfd And Incm Sec (PFF) 0.4 $21M -6% 657k 31.19
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Zoetis Cl A (ZTS) 0.4 $20M +2% 104k 197.37
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Copart (CPRT) 0.4 $20M 412k 49.00
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Procter & Gamble Company (PG) 0.4 $20M +8% 136k 146.54
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $20M 284k 70.35
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $20M +141% 41k 475.33
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Monolithic Power Systems (MPWR) 0.4 $20M 31k 630.80
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Abbvie (ABBV) 0.4 $19M +20% 125k 154.97
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $19M -5% 44k 436.81
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $19M +116% 76k 252.22
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Spdr Ser Tr Ssga Us Smal Etf (SMLV) 0.3 $19M 166k 112.52
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Eaton Corp SHS (ETN) 0.3 $19M +8% 77k 240.82
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $18M +2% 440k 41.93
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Entegris (ENTG) 0.3 $18M +2% 153k 119.82
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Synopsys (SNPS) 0.3 $18M 35k 514.92
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Saia (SAIA) 0.3 $18M +4% 41k 438.24
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Servicenow (NOW) 0.3 $18M +5% 25k 706.53
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Franklin Templeton Etf Tr Us Treasury Bond (FLGV) 0.3 $17M -3% 833k 20.82
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.3 $17M 126k 136.91
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Intuit (INTU) 0.3 $17M +2% 27k 625.06
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Arista Networks (ANET) 0.3 $17M +2% 72k 235.51
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Pool Corporation (POOL) 0.3 $17M 43k 398.72
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Tesla Motors (TSLA) 0.3 $17M +11% 68k 248.48
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Amgen (AMGN) 0.3 $17M +8% 58k 288.02
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Merck & Co (MRK) 0.3 $17M +11% 153k 109.02
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $17M +511% 160k 104.46
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Meta Platforms Cl A (META) 0.3 $17M +467% 47k 353.97
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Fidelity Covington Trust Msci Finls Idx (FNCL) 0.3 $16M 307k 53.55
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McDonald's Corporation (MCD) 0.3 $16M +8% 55k 296.52
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Broadridge Financial Solutions (BR) 0.3 $16M 77k 205.75
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ConocoPhillips (COP) 0.3 $16M +2% 136k 116.07
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Steris Shs Usd (STE) 0.3 $16M 72k 219.85
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Illinois Tool Works (ITW) 0.3 $16M +2% 60k 261.95
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Deckers Outdoor Corporation (DECK) 0.3 $16M -29% 23k 668.44
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $16M +52% 33k 477.64
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Tractor Supply Company (TSCO) 0.3 $16M -2% 72k 215.03
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Linde SHS (LIN) 0.3 $16M 38k 410.72
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Crane Company Common Stock (CR) 0.3 $15M 131k 118.14
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Analog Devices (ADI) 0.3 $15M 77k 198.56
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Nxp Semiconductors N V (NXPI) 0.3 $15M 67k 229.68
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Vanguard Index Fds Value Etf (VTV) 0.3 $15M 102k 149.50
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Emcor (EME) 0.3 $15M +2% 71k 215.43
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Sherwin-Williams Company (SHW) 0.3 $15M 49k 311.91
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Angel Oak Funds Trust Income Etf (CARY) 0.3 $15M +237% 729k 20.46
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Roper Industries (ROP) 0.3 $15M +2% 27k 545.19
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Stryker Corporation (SYK) 0.3 $15M 49k 299.46
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O'reilly Automotive (ORLY) 0.3 $15M 15k 950.12
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Teledyne Technologies Incorporated (TDY) 0.3 $15M +4% 33k 446.29
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Cooper Cos Com New (COO) 0.3 $14M +2% 38k 378.46
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Nvent Electric SHS (NVT) 0.3 $14M +11% 238k 59.09
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Caterpillar (CAT) 0.3 $14M 47k 295.68
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $14M +541% 300k 46.62
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Avery Dennison Corporation (AVY) 0.3 $14M +3% 69k 202.16
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Intuitive Surgical Com New (ISRG) 0.3 $14M 41k 337.36
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Johnson & Johnson (JNJ) 0.3 $14M +6% 88k 156.74
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $14M +2% 28k 490.00
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RPM International (RPM) 0.3 $14M 122k 111.63
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.2 $14M 106k 127.91
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Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.2 $14M 335k 40.38
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Valvoline Inc Common (VVV) 0.2 $14M NEW 358k 37.58
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $13M +2% 280k 47.90
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West Pharmaceutical Services (WST) 0.2 $13M 38k 352.14
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Raymond James Financial (RJF) 0.2 $13M 119k 111.50
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Watts Water Technologies Cl A (WTS) 0.2 $13M NEW 64k 208.34
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Old Dominion Freight Line (ODFL) 0.2 $13M 33k 405.35
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Keysight Technologies (KEYS) 0.2 $13M 82k 159.09
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Freeport-mcmoran CL B (FCX) 0.2 $13M +3% 306k 42.57
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FactSet Research Systems (FDS) 0.2 $13M +2% 27k 477.07
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Elf Beauty (ELF) 0.2 $13M -22% 90k 144.34
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Alphabet Cap Stk Cl C (GOOG) 0.2 $13M +87% 91k 140.93
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EOG Resources (EOG) 0.2 $13M -2% 106k 120.95
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Charles River Laboratories (CRL) 0.2 $13M 54k 236.41
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Church & Dwight (CHD) 0.2 $13M 133k 94.56
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Cisco Systems (CSCO) 0.2 $12M +3% 244k 50.52
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Te Connectivity SHS (TEL) 0.2 $12M 88k 140.50
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Take-Two Interactive Software (TTWO) 0.2 $12M 76k 160.95
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Boston Scientific Corporation (BSX) 0.2 $12M +7% 209k 57.81
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Mettler-Toledo International (MTD) 0.2 $12M -2% 9.9k 1213.03
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $12M 76k 155.33
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Allstate Corporation (ALL) 0.2 $12M +9% 84k 139.98
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Comfort Systems USA (FIX) 0.2 $12M -11% 57k 205.67
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Broadcom (AVGO) 0.2 $11M +16% 10k 1116.46
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Colgate-Palmolive Company (CL) 0.2 $11M 142k 79.71
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Moody's Corporation (MCO) 0.2 $11M 29k 390.58
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Nike CL B (NKE) 0.2 $11M 102k 108.57
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Pioneer Natural Resources (PXD) 0.2 $11M -12% 49k 224.89
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $11M +2% 111k 99.25
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Fabrinet SHS (FN) 0.2 $11M NEW 58k 190.33
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $11M +2% 61k 179.97
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Nextera Energy (NEE) 0.2 $11M 177k 60.74
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Oracle Corporation (ORCL) 0.2 $11M -8% 101k 105.43
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TJX Companies (TJX) 0.2 $11M +1099% 114k 93.81
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $11M +30% 98k 108.25
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Diodes Incorporated (DIOD) 0.2 $11M 132k 80.52
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Paycom Software (PAYC) 0.2 $11M +22% 51k 206.72
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Championx Corp (CHX) 0.2 $11M 360k 29.21
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $11M 48k 218.15
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Mondelez Intl Cl A (MDLZ) 0.2 $10M NEW 143k 72.43
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Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.2 $10M 56k 183.56
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Arthur J. Gallagher & Co. (AJG) 0.2 $10M +4% 46k 224.89
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $10M 146k 70.10
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Medpace Hldgs (MEDP) 0.2 $9.9M -11% 32k 306.53
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Bruker Corporation (BRKR) 0.2 $9.8M +4% 133k 73.48
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ResMed (RMD) 0.2 $9.8M -3% 57k 172.02
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Bj's Wholesale Club Holdings (BJ) 0.2 $9.6M -14% 145k 66.66
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Brown & Brown (BRO) 0.2 $9.3M NEW 130k 71.11
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $9.2M -3% 224k 41.10
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Onto Innovation (ONTO) 0.2 $9.1M -10% 59k 152.90
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $9.0M -9% 102k 89.06
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Vanguard Index Fds Growth Etf (VUG) 0.2 $9.0M +3% 29k 310.88
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Northrop Grumman Corporation (NOC) 0.2 $9.0M +2% 19k 468.18
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Sterling Construction Company (STRL) 0.2 $9.0M -5% 102k 87.93
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EnPro Industries (NPO) 0.2 $8.9M +6% 57k 156.74
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The Trade Desk Com Cl A (TTD) 0.2 $8.9M +7% 123k 71.96
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $8.8M 37k 241.78
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Ishares Core Msci Emkt (IEMG) 0.2 $8.6M +8% 171k 50.58
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $8.6M 277k 31.01
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United Parcel Service CL B (UPS) 0.2 $8.5M -18% 54k 157.23
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Sun Communities (SUI) 0.2 $8.4M -3% 63k 133.65
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FTI Consulting (FCN) 0.2 $8.4M -12% 42k 199.15
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Phillips 66 (PSX) 0.2 $8.4M 63k 133.14
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $8.2M +3% 108k 76.13
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PGT (PGTI) 0.2 $8.2M +2% 202k 40.70
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T. Rowe Price (TROW) 0.1 $8.2M -10% 76k 107.69
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Willscot Mobil Mini Hldng Com Cl A (WSC) 0.1 $8.1M -18% 182k 44.50
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Sprouts Fmrs Mkt (SFM) 0.1 $7.6M +6% 159k 48.11
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Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.1 $7.6M 56k 136.58
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Summit Matls Cl A (SUM) 0.1 $7.6M 198k 38.46
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Perficient (PRFT) 0.1 $7.6M -17% 115k 65.82
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Hologic (HOLX) 0.1 $7.6M -17% 106k 71.45
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Simply Good Foods (SMPL) 0.1 $7.5M +5% 189k 39.60
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $7.1M +102% 176k 40.21
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Prestige Brands Holdings (PBH) 0.1 $7.0M +246% 114k 61.22
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Badger Meter (BMI) 0.1 $7.0M +6% 45k 154.37
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Crown Castle Intl (CCI) 0.1 $6.9M 60k 115.19
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $6.8M +8% 321k 21.18
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $6.8M -3% 68k 99.74
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $6.7M 143k 47.24
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ICF International (ICFI) 0.1 $6.7M +5% 50k 134.09
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $6.5M +4% 86k 76.38
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $6.5M 192k 34.01
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Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.1 $6.4M 227k 28.17
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Integer Hldgs (ITGR) 0.1 $6.4M +9% 65k 99.08
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $6.3M +26% 18k 356.69
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Skyline Corporation (SKY) 0.1 $6.3M +7% 85k 74.26
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Exxon Mobil Corporation (XOM) 0.1 $6.1M -4% 61k 99.98
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Balchem Corporation (BCPC) 0.1 $6.1M +7% 41k 148.75
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $6.0M +21% 22k 277.17
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Yeti Hldgs (YETI) 0.1 $6.0M +5% 116k 51.78
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Bank of America Corporation (BAC) 0.1 $5.9M +8% 175k 33.67
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Boot Barn Hldgs (BOOT) 0.1 $5.8M +10% 76k 76.76
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Dupont De Nemours (DD) 0.1 $5.8M 76k 76.93
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $5.8M +138% 25k 237.23
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Valmont Industries (VMI) 0.1 $5.8M 25k 233.52
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Fortinet (FTNT) 0.1 $5.6M -2% 97k 58.53
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AeroVironment (AVAV) 0.1 $5.5M +6% 44k 126.04
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Applied Materials (AMAT) 0.1 $5.5M -27% 34k 162.07
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Ishares Tr Mbs Etf (MBB) 0.1 $5.5M 58k 94.08
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Calix (CALX) 0.1 $5.4M -18% 125k 43.69
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Power Integrations (POWI) 0.1 $5.3M -3% 64k 82.11
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $5.2M 148k 35.41
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UGI Corporation (UGI) 0.1 $5.2M NEW 212k 24.60
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Dow (DOW) 0.1 $5.1M +18% 94k 54.84
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $5.1M +8% 222k 23.04
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $5.1M 100k 51.05
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $5.1M +13% 46k 110.66
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Doubleline Etf Trust Opportunistic Bd (DBND) 0.1 $5.0M -63% 109k 46.26
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $5.0M -2% 66k 75.32
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Cohen & Steers (CNS) 0.1 $4.9M +5% 65k 75.73
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $4.9M -13% 91k 54.29
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Ameris Ban (ABCB) 0.1 $4.9M -7% 92k 53.05
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Perion Network Shs New (PERI) 0.1 $4.8M -11% 156k 30.87
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $4.8M -15% 113k 42.52
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WNS HLDGS Spon Adr (WNS) 0.1 $4.8M -3% 76k 63.20
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $4.8M 130k 36.96
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CONMED Corporation (CNMD) 0.1 $4.8M +9% 44k 109.51
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Blackstone Group Inc Com Cl A (BX) 0.1 $4.7M +36% 36k 130.92
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Moog Cl A (MOG.A) 0.1 $4.6M NEW 32k 144.78
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LeMaitre Vascular (LMAT) 0.1 $4.4M 78k 56.76
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Progyny (PGNY) 0.1 $4.4M +4% 118k 37.18
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $4.3M +25% 11k 409.57
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $4.3M +166% 43k 100.27
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $4.3M -14% 149k 28.78
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Canadian Pacific Kansas City (CP) 0.1 $4.2M -3% 54k 79.06
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $4.2M +6% 64k 66.38
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.1 $4.1M NEW 71k 58.45
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Ecolab (ECL) 0.1 $4.1M 21k 198.36
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Chuys Hldgs (CHUY) 0.1 $4.1M +3% 107k 38.23
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Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.1 $4.1M 169k 24.04
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Citigroup Com New (C) 0.1 $3.9M +2% 77k 51.44
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Equinix (EQIX) 0.1 $3.9M 4.9k 805.46
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AMN Healthcare Services (AMN) 0.1 $3.9M +11% 52k 74.88
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $3.8M 46k 83.31
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $3.8M -7% 38k 101.77
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Past Filings by Congress Wealth Management LLC / DE /

SEC 13F filings are viewable for Congress Wealth Management LLC / DE / going back to 2021