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, JMBS, TLH, SPTI, XLV, and represent 14.29% of Congress Wealth Management LLC / DE /'s stock portfolio.
- Added to shares of these 10 stocks: JMBS (+$51M), HON (+$32M), EZU (+$31M), SPSM (+$28M), AVEM (+$27M), PAVE (+$24M), EUFN (+$22M), FJP (+$20M), TLH (+$18M), GLDM (+$16M).
- Started 27 new stock positions in VTV, PLD, WSC, SLP, ICLN, LI, IYH, ESEB, MAIN, CSWI.
- Reduced shares in these 10 stocks: XLK (-$61M), XLP (-$57M), ICSH (-$30M), EPP (-$24M), VMBS (-$22M), HZNP (-$21M), SPBO (-$18M), , SPTI (-$16M), XLF (-$15M).
- Sold out of its positions in AFL, ARKK, WMS, A, ABNB, CNI, ED, DSGX, FRC, FXU.
- Congress Wealth Management LLC / DE / was a net buyer of stock by $39M.
- Congress Wealth Management LLC / DE / has $4.1B in assets under management (AUM), dropping by 6.66%.
- Central Index Key (CIK): 0001904976
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Portfolio Holdings for Congress Wealth Management LLC / DE /
Congress Wealth Management LLC / DE / holds 553 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Congress Wealth Management LLC / DE / has 553 total positions. Only the first 250 positions are shown.
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- Download the Congress Wealth Management LLC / DE / March 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Select Sector Spdr Tr Technology (XLK) | 3.4 | $139M | -30% | 923k | 151.01 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 3.1 | $128M | +66% | 2.7M | 46.69 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 2.9 | $122M | +17% | 1.1M | 114.54 |
|
| Spdr Ser Tr Portfli Intrmdit (SPTI) | 2.5 | $106M | -13% | 3.6M | 28.94 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 2.4 | $98M | +4% | 753k | 129.46 |
|
| Select Sector Spdr Tr Energy (XLE) | 2.2 | $92M | 1.1M | 82.83 |
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| Apple (AAPL) | 1.9 | $78M | 473k | 164.87 |
|
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| World Gold Tr Spdr Gld Minis (GLDM) | 1.7 | $71M | +29% | 1.8M | 39.11 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 1.7 | $71M | +49% | 2.5M | 28.35 |
|
| Ishares Msci Eurzone Etf (EZU) | 1.7 | $71M | +78% | 1.6M | 45.08 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 1.6 | $67M | 445k | 149.54 |
|
|
| Coca-Cola Company (KO) | 1.6 | $64M | 1.0M | 62.03 |
|
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| American Centy Etf Tr Avantis Emgmkt (AVEM) | 1.4 | $59M | +83% | 1.1M | 52.89 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 1.4 | $57M | +93% | 1.5M | 37.77 |
|
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| Select Sector Spdr Tr Financial (XLF) | 1.3 | $53M | -21% | 1.7M | 32.15 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 1.2 | $51M | +2% | 1.0M | 50.94 |
|
| Spdr Ser Tr Portfolio Crport (SPBO) | 1.2 | $48M | -26% | 1.6M | 29.25 |
|
| Microsoft Corporation (MSFT) | 1.1 | $47M | 163k | 288.30 |
|
|
| Honeywell International (HON) | 1.0 | $43M | +270% | 226k | 191.12 |
|
| Select Sector Spdr Tr Communication (XLC) | 1.0 | $42M | +48% | 731k | 57.97 |
|
| Ishares Msci Jpn Etf New (EWJ) | 1.0 | $40M | +5% | 676k | 58.69 |
|
| Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) | 0.9 | $38M | 1.6M | 24.21 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $37M | -19% | 583k | 63.65 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.9 | $37M | +55% | 746k | 49.51 |
|
| Select Sector Spdr Tr Sbi Int-inds (XLI) | 0.8 | $35M | +2% | 342k | 101.18 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.8 | $33M | -2% | 360k | 92.81 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.7 | $29M | +3% | 604k | 48.37 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $29M | 58k | 496.88 |
|
|
| NVIDIA Corporation (NVDA) | 0.7 | $28M | +2% | 99k | 277.77 |
|
| Darden Restaurants (DRI) | 0.7 | $27M | +71% | 175k | 155.16 |
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| Visa Com Cl A (V) | 0.6 | $27M | 118k | 225.46 |
|
|
| UnitedHealth (UNH) | 0.6 | $25M | 54k | 472.60 |
|
|
| Home Depot (HD) | 0.6 | $25M | 84k | 295.12 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.6 | $24M | +3% | 84k | 285.81 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $23M | -7% | 721k | 31.22 |
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $22M | 171k | 130.31 |
|
|
| Ishares Tr Msci Euro Fl Etf (EUFN) | 0.5 | $22M | NEW | 1.2M | 18.70 |
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| SPS Commerce (SPSC) | 0.5 | $22M | 144k | 152.30 |
|
|
| Paycom Software (PAYC) | 0.5 | $22M | +3% | 72k | 304.01 |
|
| Ciena Corp Com New (CIEN) | 0.5 | $21M | +8% | 402k | 52.52 |
|
| Chevron Corporation (CVX) | 0.5 | $21M | 128k | 163.16 |
|
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| Vanguard World Fds Health Car Etf (VHT) | 0.5 | $20M | 85k | 238.46 |
|
|
| Cme (CME) | 0.5 | $20M | +18% | 105k | 191.52 |
|
| First Tr Exch Trd Alphdx Japan Alphadex (FJP) | 0.5 | $20M | NEW | 444k | 45.33 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.5 | $19M | 288k | 66.85 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $19M | +596% | 50k | 376.08 |
|
| Procter & Gamble Company (PG) | 0.4 | $19M | 125k | 148.69 |
|
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| Ishares Tr Blackrock Ultra (ICSH) | 0.4 | $18M | -61% | 363k | 50.25 |
|
| Lauder Estee Cos Cl A (EL) | 0.4 | $18M | +141% | 74k | 246.46 |
|
| Monolithic Power Systems (MPWR) | 0.4 | $18M | 35k | 500.55 |
|
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| Qualys (QLYS) | 0.4 | $17M | +3% | 133k | 130.02 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $17M | 165k | 103.73 |
|
|
| Zoetis Cl A (ZTS) | 0.4 | $17M | 100k | 166.44 |
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| Tractor Supply Company (TSCO) | 0.4 | $16M | +2% | 69k | 235.04 |
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| Cintas Corporation (CTAS) | 0.4 | $16M | 35k | 462.70 |
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| Deckers Outdoor Corporation (DECK) | 0.4 | $16M | -2% | 35k | 449.56 |
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| Mettler-Toledo International (MTD) | 0.4 | $16M | 10k | 1530.32 |
|
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| Copart (CPRT) | 0.4 | $16M | -2% | 208k | 75.21 |
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| Abbvie (ABBV) | 0.4 | $16M | 98k | 159.37 |
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| Analog Devices (ADI) | 0.4 | $15M | +2% | 75k | 197.22 |
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| Amazon (AMZN) | 0.4 | $15M | +2% | 143k | 103.29 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.4 | $15M | -3% | 326k | 45.10 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $14M | 27k | 545.68 |
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| Pool Corporation (POOL) | 0.3 | $14M | +5% | 42k | 342.45 |
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| Merck & Co (MRK) | 0.3 | $14M | 130k | 106.39 |
|
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| McDonald's Corporation (MCD) | 0.3 | $14M | +3% | 49k | 279.61 |
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| Cooper Cos Com New (COO) | 0.3 | $14M | +5% | 37k | 373.37 |
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| Teledyne Technologies Incorporated (TDY) | 0.3 | $14M | 30k | 447.38 |
|
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| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $14M | 327k | 41.46 |
|
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| Williams-Sonoma (WSM) | 0.3 | $14M | +3% | 112k | 121.66 |
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| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.3 | $14M | -2% | 522k | 25.85 |
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| Keysight Technologies (KEYS) | 0.3 | $14M | 84k | 161.48 |
|
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| Synopsys (SNPS) | 0.3 | $13M | 35k | 386.26 |
|
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| Stryker Corporation (SYK) | 0.3 | $13M | 47k | 285.48 |
|
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| Illinois Tool Works (ITW) | 0.3 | $13M | +2% | 55k | 243.45 |
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| Asbury Automotive (ABG) | 0.3 | $13M | 63k | 210.00 |
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| Steris Shs Usd (STE) | 0.3 | $13M | +4% | 69k | 191.28 |
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| ResMed (RMD) | 0.3 | $13M | +5% | 60k | 219.00 |
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| ConocoPhillips (COP) | 0.3 | $13M | 132k | 99.21 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $13M | +3% | 34k | 385.38 |
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| Nextera Energy (NEE) | 0.3 | $13M | +2% | 169k | 77.08 |
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| IDEX Corporation (IEX) | 0.3 | $13M | 56k | 231.04 |
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| West Pharmaceutical Services (WST) | 0.3 | $13M | +7% | 37k | 346.48 |
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| O'reilly Automotive (ORLY) | 0.3 | $13M | 15k | 848.98 |
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| Pepsi (PEP) | 0.3 | $13M | -2% | 70k | 182.30 |
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| Eli Lilly & Co. (LLY) | 0.3 | $13M | 37k | 343.43 |
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| EOG Resources (EOG) | 0.3 | $13M | 110k | 114.63 |
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| Saia (SAIA) | 0.3 | $13M | +9% | 46k | 272.08 |
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| Linde SHS | 0.3 | $13M | NEW | 35k | 355.45 |
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| Cisco Systems (CSCO) | 0.3 | $13M | +6% | 239k | 52.28 |
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| Tesla Motors (TSLA) | 0.3 | $12M | +672% | 60k | 207.46 |
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| Quanta Services (PWR) | 0.3 | $12M | 74k | 166.64 |
|
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| Johnson & Johnson (JNJ) | 0.3 | $12M | +4% | 80k | 155.00 |
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| Martin Marietta Materials (MLM) | 0.3 | $12M | +3% | 35k | 355.07 |
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| Floor & Decor Hldgs Cl A (FND) | 0.3 | $12M | +13% | 125k | 98.22 |
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| Bj's Wholesale Club Holdings (BJ) | 0.3 | $12M | +530% | 161k | 76.07 |
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| Diodes Incorporated (DIOD) | 0.3 | $12M | -20% | 131k | 92.76 |
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| United Parcel Service CL B (UPS) | 0.3 | $12M | +5% | 63k | 193.99 |
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| Entegris (ENTG) | 0.3 | $12M | +18% | 146k | 82.01 |
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| Nike CL B (NKE) | 0.3 | $12M | +5% | 97k | 122.64 |
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| Nxp Semiconductors N V (NXPI) | 0.3 | $12M | +2% | 63k | 186.48 |
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| Freeport-mcmoran CL B (FCX) | 0.3 | $12M | 287k | 40.91 |
|
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| Eaton Corp SHS (ETN) | 0.3 | $12M | +2% | 68k | 171.34 |
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| Skyworks Solutions (SWKS) | 0.3 | $12M | +7% | 98k | 117.98 |
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| Church & Dwight (CHD) | 0.3 | $12M | +3% | 130k | 88.41 |
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| Intuit (INTU) | 0.3 | $12M | +3% | 26k | 445.85 |
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| Avery Dennison Corporation (AVY) | 0.3 | $11M | +5% | 64k | 178.93 |
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| Roper Industries (ROP) | 0.3 | $11M | 26k | 440.70 |
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| Broadridge Financial Solutions (BR) | 0.3 | $11M | +5% | 77k | 146.57 |
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| Dover Corporation (DOV) | 0.3 | $11M | +2% | 75k | 151.94 |
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| Dollar General (DG) | 0.3 | $11M | +4% | 54k | 210.46 |
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| Te Connectivity SHS (TEL) | 0.3 | $11M | +6% | 86k | 131.15 |
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| Amgen (AMGN) | 0.3 | $11M | +3% | 46k | 241.75 |
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| Raymond James Financial (RJF) | 0.3 | $11M | 119k | 93.27 |
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| Doubleline Etf Trust Opportunistic Bd (DBND) | 0.3 | $11M | +12% | 236k | 46.70 |
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| Emcor (EME) | 0.3 | $11M | +10% | 68k | 162.59 |
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| Willscot Mobil Mini Hldng Com Cl A (WSC) | 0.3 | $11M | NEW | 231k | 46.88 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.3 | $11M | -2% | 125k | 86.28 |
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| Pioneer Natural Resources (PXD) | 0.3 | $11M | 53k | 204.25 |
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| Charles River Laboratories (CRL) | 0.3 | $11M | +4% | 53k | 201.82 |
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| Colgate-Palmolive Company (CL) | 0.3 | $11M | +5% | 143k | 75.15 |
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| Old Dominion Freight Line (ODFL) | 0.3 | $11M | +9% | 31k | 340.85 |
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| Caterpillar (CAT) | 0.3 | $11M | -53% | 46k | 228.85 |
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| RPM International (RPM) | 0.3 | $11M | +5% | 120k | 87.24 |
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| Abbott Laboratories (ABT) | 0.3 | $11M | +3% | 104k | 101.26 |
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| Neurocrine Biosciences (NBIX) | 0.3 | $10M | 103k | 101.22 |
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| Choice Hotels International (CHH) | 0.2 | $10M | +7% | 88k | 117.19 |
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| Sherwin-Williams Company (SHW) | 0.2 | $10M | 46k | 224.78 |
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| Masco Corporation (MAS) | 0.2 | $10M | +12% | 207k | 49.72 |
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| Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.2 | $10M | -54% | 482k | 21.25 |
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| Servicenow (NOW) | 0.2 | $10M | +12% | 22k | 464.73 |
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| FTI Consulting (FCN) | 0.2 | $10M | -2% | 51k | 197.35 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $10M | 39k | 255.47 |
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| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.2 | $9.9M | 107k | 92.69 |
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| Trimble Navigation (TRMB) | 0.2 | $9.5M | +19% | 182k | 52.42 |
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| Elf Beauty (ELF) | 0.2 | $9.5M | -4% | 116k | 82.35 |
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| Sun Communities (SUI) | 0.2 | $9.3M | +5% | 66k | 140.88 |
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| Allstate Corporation (ALL) | 0.2 | $9.3M | +5% | 84k | 110.81 |
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| Verizon Communications (VZ) | 0.2 | $8.9M | +34% | 230k | 38.89 |
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| Take-Two Interactive Software (TTWO) | 0.2 | $8.9M | +26% | 75k | 119.30 |
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| T. Rowe Price (TROW) | 0.2 | $8.9M | +11% | 78k | 112.90 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $8.7M | +2% | 268k | 32.35 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $8.6M | -5% | 214k | 40.40 |
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| Comfort Systems USA (FIX) | 0.2 | $8.6M | 59k | 145.96 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $8.5M | 19k | 461.76 |
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| Crown Castle Intl (CCI) | 0.2 | $8.3M | +13% | 62k | 133.84 |
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| Veeva Sys Cl A Com (VEEV) | 0.2 | $7.8M | +54% | 43k | 183.79 |
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| Akamai Technologies (AKAM) | 0.2 | $7.8M | +17% | 99k | 78.30 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $7.7M | -4% | 80k | 96.70 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $7.6M | -4% | 156k | 48.79 |
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| Perion Network Shs New (PERI) | 0.2 | $7.6M | +229% | 192k | 39.58 |
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| Valmont Industries (VMI) | 0.2 | $7.5M | +3% | 23k | 319.29 |
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| Barclays Bank Djubs Cmdt Etn36 (DJP) | 0.2 | $7.2M | -66% | 228k | 31.59 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $7.1M | +3% | 170k | 41.93 |
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| Fortinet (FTNT) | 0.2 | $7.0M | -5% | 106k | 66.46 |
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| WNS HLDGS Spon Adr (WNS) | 0.2 | $6.9M | +5% | 74k | 93.17 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $6.8M | -40% | 17k | 411.13 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $6.7M | 208k | 32.12 |
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| The Trade Desk Com Cl A (TTD) | 0.2 | $6.6M | +913% | 109k | 60.91 |
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| Medpace Hldgs (MEDP) | 0.2 | $6.5M | +6% | 35k | 188.05 |
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| Simply Good Foods (SMPL) | 0.2 | $6.5M | +4% | 163k | 39.77 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $6.5M | -19% | 167k | 38.65 |
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| Broadcom (AVGO) | 0.2 | $6.4M | -7% | 10k | 641.61 |
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| Lantheus Holdings Inc Common Stock Usd 0.01 (LNTH) | 0.2 | $6.3M | 76k | 82.56 |
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| United Rentals (URI) | 0.2 | $6.3M | -13% | 16k | 395.79 |
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| Applied Materials (AMAT) | 0.2 | $6.2M | +7% | 51k | 122.83 |
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| Phillips 66 (PSX) | 0.1 | $6.2M | 61k | 101.38 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $6.2M | +2% | 91k | 67.85 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $6.1M | 176k | 34.80 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.1 | $6.1M | -18% | 217k | 28.02 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $5.9M | NEW | 81k | 73.16 |
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| Summit Matls Cl A (SUM) | 0.1 | $5.9M | -4% | 206k | 28.49 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $5.8M | -53% | 14k | 409.43 |
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| Ishares Tr Cre U S Reit Etf (USRT) | 0.1 | $5.7M | -4% | 112k | 50.40 |
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| Skyline Corporation (SKY) | 0.1 | $5.6M | +5% | 75k | 75.23 |
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| Onto Innovation (ONTO) | 0.1 | $5.5M | +2% | 63k | 87.88 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $5.5M | -37% | 265k | 20.80 |
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| Supernus Pharmaceuticals (SUPN) | 0.1 | $5.5M | +13% | 151k | 36.23 |
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| Ishares Tr Mbs Etf (MBB) | 0.1 | $5.5M | 58k | 94.73 |
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| Spdr Ser Tr S&p Biotech (XBI) | 0.1 | $5.5M | +4% | 72k | 76.21 |
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| Dupont De Nemours (DD) | 0.1 | $5.4M | 75k | 71.77 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $5.3M | +21% | 49k | 109.66 |
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| EnPro Industries (NPO) | 0.1 | $5.3M | +10% | 51k | 103.89 |
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| Power Integrations (POWI) | 0.1 | $5.2M | +5% | 61k | 84.64 |
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| ICF International (ICFI) | 0.1 | $5.1M | +4% | 46k | 109.70 |
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| Canadian Pacific Railway (CP) | 0.1 | $5.0M | -6% | 65k | 76.94 |
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| PGT (PGTI) | 0.1 | $5.0M | +19% | 199k | 25.11 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $4.9M | -18% | 20k | 250.18 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $4.9M | 208k | 23.38 |
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| Vanguard World Fds Utilities Etf (VPU) | 0.1 | $4.8M | -19% | 33k | 147.53 |
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| Spdr Ser Tr Bbg Conv Sec Etf (CWB) | 0.1 | $4.8M | 72k | 67.07 |
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| Boot Barn Hldgs (BOOT) | 0.1 | $4.7M | +6% | 62k | 76.64 |
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| Fox Factory Hldg (FOXF) | 0.1 | $4.7M | +18% | 39k | 121.37 |
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| Avid Technology (AVID) | 0.1 | $4.7M | +18% | 147k | 31.98 |
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| Badger Meter (BMI) | 0.1 | $4.6M | +6% | 38k | 121.82 |
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| Calix (CALX) | 0.1 | $4.6M | NEW | 85k | 53.59 |
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| Corteva (CTVA) | 0.1 | $4.6M | 76k | 60.31 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $4.5M | 44k | 104.00 |
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| Bank of America Corporation (BAC) | 0.1 | $4.5M | +15% | 158k | 28.60 |
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| Sprouts Fmrs Mkt (SFM) | 0.1 | $4.4M | NEW | 125k | 35.03 |
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| Dow (DOW) | 0.1 | $4.3M | -16% | 78k | 54.82 |
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| Simpson Manufacturing (SSD) | 0.1 | $4.2M | +12% | 38k | 109.64 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $4.1M | -8% | 38k | 109.24 |
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| Integer Hldgs (ITGR) | 0.1 | $4.0M | +21% | 52k | 77.50 |
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| Yeti Hldgs (YETI) | 0.1 | $4.0M | +6% | 101k | 40.00 |
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| Balchem Corporation (BCPC) | 0.1 | $4.0M | +6% | 32k | 126.48 |
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| Ishares Msci Pac Jp Etf (EPP) | 0.1 | $4.0M | -85% | 91k | 43.79 |
|
| American Vanguard (AVD) | 0.1 | $3.9M | +7% | 177k | 21.88 |
|
| Wisdomtree Tr Us Largecap Divd (DLN) | 0.1 | $3.8M | +5% | 61k | 61.86 |
|
| Equinix (EQIX) | 0.1 | $3.8M | -7% | 5.3k | 721.15 |
|
| CONMED Corporation (CNMD) | 0.1 | $3.8M | +22% | 36k | 103.86 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $3.7M | -8% | 12k | 308.79 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $3.7M | -5% | 40k | 91.16 |
|
| AMN Healthcare Services (AMN) | 0.1 | $3.7M | +7% | 44k | 82.96 |
|
| Horizon Therapeutics Pub L SHS (HZNP) | 0.1 | $3.7M | -85% | 34k | 109.14 |
|
| Vanguard World Fds Financials Etf (VFH) | 0.1 | $3.6M | +1563% | 46k | 77.89 |
|
| Cohen & Steers (CNS) | 0.1 | $3.6M | +10% | 56k | 63.96 |
|
| Churchill Downs (CHDN) | 0.1 | $3.5M | -12% | 14k | 257.06 |
|
| Mgp Ingredients Inc Common Sto (MGPI) | 0.1 | $3.5M | +10% | 36k | 96.72 |
|
| Ecolab (ECL) | 0.1 | $3.5M | 21k | 165.53 |
|
|
| Citigroup Com New (C) | 0.1 | $3.5M | +2% | 75k | 46.89 |
|
| AeroVironment (AVAV) | 0.1 | $3.4M | +22% | 38k | 91.66 |
|
| Ultra Clean Holdings (UCTT) | 0.1 | $3.4M | +27% | 104k | 33.16 |
|
| Progyny (PGNY) | 0.1 | $3.4M | +29% | 106k | 32.12 |
|
| Dex (DXCM) | 0.1 | $3.4M | -12% | 29k | 116.18 |
|
| Ameris Ban (ABCB) | 0.1 | $3.3M | +20% | 91k | 36.58 |
|
| Perficient (PRFT) | 0.1 | $3.3M | +28% | 46k | 72.19 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $3.1M | -2% | 163k | 19.36 |
|
| Ishares Tr Us Hlthcare Etf (IYH) | 0.1 | $3.1M | NEW | 12k | 273.06 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $3.1M | +2% | 57k | 53.61 |
|
| Spdr Index Shs Fds Dj Intl Rl Etf (RWX) | 0.1 | $3.0M | -14% | 116k | 26.28 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $3.0M | -50% | 29k | 104.50 |
|
| Core Laboratories (CLB) | 0.1 | $3.0M | +27% | 136k | 22.05 |
|
| Neogen Corporation (NEOG) | 0.1 | $3.0M | +38% | 161k | 18.52 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $3.0M | +23% | 54k | 54.60 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.1 | $3.0M | -4% | 61k | 48.15 |
|
| Uber Technologies (UBER) | 0.1 | $2.9M | +13% | 92k | 31.70 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.1 | $2.9M | 142k | 20.27 |
|
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $2.9M | +4% | 146k | 19.50 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.8M | +43% | 31k | 93.02 |
|
| Ultragenyx Pharmaceutical (RARE) | 0.1 | $2.8M | 70k | 40.10 |
|
|
| Autodesk (ADSK) | 0.1 | $2.8M | -12% | 13k | 208.17 |
|
| Vanguard World Fds Energy Etf (VDE) | 0.1 | $2.7M | NEW | 24k | 114.23 |
|
| Amer Software Cl A (AMSWA) | 0.1 | $2.7M | +41% | 216k | 12.61 |
|
| Lowe's Companies (LOW) | 0.1 | $2.7M | -2% | 13k | 199.97 |
|
| Abrdn Precious Metals Basket Physcl Precs Met (GLTR) | 0.1 | $2.5M | 28k | 91.21 |
|
|
| Eastern Bankshares (EBC) | 0.1 | $2.5M | 197k | 12.62 |
|
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $2.5M | 40k | 62.31 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $2.4M | +413% | 24k | 100.58 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $2.4M | -11% | 52k | 45.17 |
|
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 / 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