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 GS, XLK, JMBS, XLF, SPTL, and represent 14.92% of Congress Wealth Management LLC / DE /'s stock portfolio.
  • Added to shares of these 10 stocks: JSI (+$39M), XLV (+$36M), XLF (+$34M), COO (+$16M), DV (+$16M), TJX (+$15M), CRM (+$13M), PH (+$13M), ETN (+$12M), KBWB (+$12M).
  • Started 45 new stock positions in EDU, FEZ, GNR, BKLC, A, SRE, TMDX, MORN, IT, COO.
  • Reduced shares in these 10 stocks: JAAA (-$35M), XLE (-$34M), XLY (-$22M), PAVE (-$22M), AAPL (-$19M), IWP (-$18M), AVEM (-$16M), Cooper Companies (-$14M), UNH (-$13M), IWO (-$11M).
  • Sold out of its positions in AFL, AMN, AEHR, BABA, AEP, ABG, BP, GOLD, CSX, CNI.
  • Congress Wealth Management LLC / DE / was a net seller of stock by $-57M.
  • Congress Wealth Management LLC / DE / has $5.8B in assets under management (AUM), dropping by 6.34%.
  • Central Index Key (CIK): 0001904976

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Portfolio Holdings for Congress Wealth Management LLC / DE /

Congress Wealth Management LLC / DE / holds 577 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Congress Wealth Management LLC / DE / has 577 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) 4.7 $273M 652k 417.69
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Select Sector Spdr Tr Technology (XLK) 3.7 $214M 1.0M 208.27
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Janus Detroit Str Tr Henderson Mtg (JMBS) 2.6 $149M +5% 3.3M 45.10
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Select Sector Spdr Tr Financial (XLF) 2.1 $121M +39% 2.9M 42.12
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 1.9 $108M 3.8M 27.94
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.7 $101M +55% 686k 147.73
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Spdr Ser Tr Portfli Intrmdit (SPTI) 1.7 $99M +4% 3.5M 28.18
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Global X Fds Us Infr Dev Etf (PAVE) 1.7 $96M -18% 2.4M 39.81
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Select Sector Spdr Tr Communication (XLC) 1.6 $92M 1.1M 81.66
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Apple (AAPL) 1.6 $90M -17% 524k 171.48
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Spdr Ser Tr Portfolio S&p600 (SPSM) 1.4 $80M 1.9M 43.04
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NVIDIA Corporation (NVDA) 1.3 $76M -8% 84k 903.57
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Microsoft Corporation (MSFT) 1.3 $73M -7% 174k 420.73
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Select Sector Spdr Tr Energy (XLE) 1.2 $69M -33% 732k 94.41
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World Gold Tr Spdr Gld Minis (GLDM) 1.2 $67M 1.5M 44.05
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $66M -19% 1.1M 57.96
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Coca-Cola Company (KO) 1.1 $64M -14% 1.0M 61.18
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Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.9 $52M 595k 86.67
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Ishares Msci Eurzone Etf (EZU) 0.9 $51M 998k 51.06
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $50M -5% 148k 337.05
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.8 $49M 314k 155.74
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Ishares Tr Msci Eafe Etf (EFA) 0.8 $48M -4% 604k 79.86
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Ishares Msci Jpn Etf New (EWJ) 0.8 $48M 672k 71.35
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Ishares Tr U.s. Tech Etf (IYW) 0.8 $45M -4% 337k 135.06
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Select Sector Spdr Tr Indl (XLI) 0.8 $45M 360k 125.96
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Costco Wholesale Corporation (COST) 0.7 $41M -8% 56k 732.64
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First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.7 $40M 717k 55.13
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Janus Detroit Str Tr Henderson Securi (JSI) 0.7 $39M NEW 763k 51.63
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Home Depot (HD) 0.6 $37M 95k 383.61
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Eaton Corp SHS (ETN) 0.6 $36M +51% 116k 312.68
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Visa Com Cl A (V) 0.6 $36M 128k 279.08
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First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.6 $36M +2% 693k 51.36
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Martin Marietta Materials (MLM) 0.6 $35M 57k 613.95
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Cintas Corporation (CTAS) 0.6 $34M +36% 50k 687.03
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Ishares Tr Rus 1000 Val Etf (IWD) 0.6 $34M +2% 189k 179.11
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Spdr Ser Tr Portfolio Crport (SPBO) 0.6 $33M 1.1M 29.11
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Amazon (AMZN) 0.6 $33M -4% 182k 180.38
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JPMorgan Chase & Co. (JPM) 0.5 $32M -5% 157k 200.30
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Darden Restaurants (DRI) 0.5 $31M 186k 167.15
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Accenture Plc Ireland Shs Class A (ACN) 0.5 $31M 88k 346.61
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Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.5 $30M 386k 78.64
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Meta Platforms Cl A (META) 0.5 $30M +34% 63k 485.59
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Eli Lilly & Co. (LLY) 0.5 $30M +6% 39k 777.98
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.5 $30M 476k 62.06
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.5 $28M +14% 368k 76.36
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Ishares Tr Msci Euro Fl Etf (EUFN) 0.5 $28M 1.2M 22.74
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Honeywell International (HON) 0.5 $27M -28% 133k 205.25
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $27M -16% 180k 150.93
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TJX Companies (TJX) 0.5 $27M +131% 264k 101.42
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Steris Shs Usd (STE) 0.5 $26M +61% 116k 224.82
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SPS Commerce (SPSC) 0.4 $26M 140k 184.90
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Emcor (EME) 0.4 $25M 72k 350.21
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.4 $24M -47% 132k 183.89
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Chevron Corporation (CVX) 0.4 $24M +9% 151k 157.74
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $24M +9% 45k 523.09
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Cme (CME) 0.4 $24M +2% 110k 215.29
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Franklin Templeton Etf Tr Ftse Untd Kgdm (FLGB) 0.4 $24M 905k 26.13
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Doubleline Etf Trust Mortgage Etf (DMBS) 0.4 $24M +13% 484k 48.69
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Dex (DXCM) 0.4 $23M 169k 138.70
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Copart (CPRT) 0.4 $23M -3% 398k 57.92
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Procter & Gamble Company (PG) 0.4 $22M 137k 162.25
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Qualys (QLYS) 0.4 $22M -5% 130k 166.87
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Entegris (ENTG) 0.4 $22M 154k 140.54
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $21M 44k 480.72
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $21M 285k 74.22
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Abbvie (ABBV) 0.4 $21M -8% 115k 182.10
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Monolithic Power Systems (MPWR) 0.4 $21M 31k 677.43
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Synopsys (SNPS) 0.3 $20M 35k 571.51
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Franklin Templeton Etf Tr Us Treasury Bond (FLGV) 0.3 $20M +16% 971k 20.49
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Deckers Outdoor Corporation (DECK) 0.3 $20M -9% 21k 941.27
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Servicenow (NOW) 0.3 $20M +2% 26k 762.44
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Merck & Co (MRK) 0.3 $20M 150k 131.95
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Ishares Tr Pfd And Incm Sec (PFF) 0.3 $20M -6% 613k 32.23
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.3 $20M 127k 154.93
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Nvent Electric SHS (NVT) 0.3 $19M +7% 256k 75.40
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Saia (SAIA) 0.3 $19M -19% 33k 585.03
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Tractor Supply Company (TSCO) 0.3 $19M 73k 261.72
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Spdr Ser Tr Ssga Us Smal Etf (SMLV) 0.3 $19M 166k 112.04
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Adobe Systems Incorporated (ADBE) 0.3 $19M +2% 37k 504.61
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Arista Networks (ANET) 0.3 $19M -11% 64k 289.98
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Fidelity Covington Trust Msci Finls Idx (FNCL) 0.3 $19M 312k 59.40
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Ssga Active Etf Tr Blackstone Senr (SRLN) 0.3 $18M -2% 429k 42.11
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Intuit (INTU) 0.3 $18M 28k 650.01
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Crane Company Common Stock (CR) 0.3 $18M 131k 135.13
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Zoetis Cl A (ZTS) 0.3 $17M 103k 169.21
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Pool Corporation (POOL) 0.3 $17M 43k 403.50
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Linde SHS (LIN) 0.3 $17M 37k 464.33
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Stryker Corporation (SYK) 0.3 $17M 48k 357.88
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Nxp Semiconductors N V (NXPI) 0.3 $17M +4% 70k 247.77
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O'reilly Automotive (ORLY) 0.3 $17M 15k 1128.93
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Sherwin-Williams Company (SHW) 0.3 $17M 50k 347.34
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ConocoPhillips (COP) 0.3 $17M 134k 127.28
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Valvoline Inc Common (VVV) 0.3 $17M +6% 382k 44.57
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Caterpillar (CAT) 0.3 $17M -2% 46k 366.44
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Comfort Systems USA (FIX) 0.3 $17M -6% 53k 317.71
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Vanguard Index Fds Value Etf (VTV) 0.3 $17M 102k 162.86
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Intuitive Surgical Com New (ISRG) 0.3 $17M 42k 399.09
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DV (DV) 0.3 $16M +3974% 458k 35.16
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McDonald's Corporation (MCD) 0.3 $16M +2% 57k 281.96
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Cooper Cos (COO) 0.3 $16M NEW 157k 101.46
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Avery Dennison Corporation (AVY) 0.3 $16M +2% 71k 223.25
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Elf Beauty (ELF) 0.3 $16M -10% 80k 196.03
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Booz Allen Hamilton Hldg Cor Cl A (BAH) 0.3 $16M 106k 148.44
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Illinois Tool Works (ITW) 0.3 $16M -3% 58k 268.33
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Amgen (AMGN) 0.3 $16M -5% 55k 284.33
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Angel Oak Funds Trust Income Etf (CARY) 0.3 $16M +3% 753k 20.54
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Raymond James Financial (RJF) 0.3 $15M 119k 128.42
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Analog Devices (ADI) 0.3 $15M 77k 197.79
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Broadridge Financial Solutions (BR) 0.3 $15M -3% 74k 204.86
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Bruker Corporation (BRKR) 0.3 $15M +21% 162k 93.94
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UnitedHealth (UNH) 0.3 $15M -45% 31k 494.71
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West Pharmaceutical Services (WST) 0.3 $15M 38k 395.71
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Roper Industries (ROP) 0.3 $15M 27k 560.86
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $15M 28k 522.89
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Charles River Laboratories (CRL) 0.3 $15M 54k 270.96
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salesforce (CRM) 0.3 $15M +655% 49k 301.19
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Freeport-mcmoran CL B (FCX) 0.3 $15M 310k 47.02
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RPM International (RPM) 0.2 $14M 121k 118.95
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Broadcom (AVGO) 0.2 $14M +4% 11k 1325.57
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $14M +2% 309k 46.00
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Allstate Corporation (ALL) 0.2 $14M -2% 82k 173.01
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Mettler-Toledo International (MTD) 0.2 $14M +5% 11k 1331.46
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Church & Dwight (CHD) 0.2 $14M 134k 104.31
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Teledyne Technologies Incorporated (TDY) 0.2 $14M 32k 429.33
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Old Dominion Freight Line (ODFL) 0.2 $14M +94% 63k 219.32
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Boston Scientific Corporation (BSX) 0.2 $14M -3% 202k 68.49
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $14M 276k 50.17
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Watts Water Technologies Cl A (WTS) 0.2 $14M 65k 212.55
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Ssga Active Etf Tr Ult Sht Trm Bd (ULST) 0.2 $14M 337k 40.50
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EOG Resources (EOG) 0.2 $14M 106k 127.84
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Pioneer Natural Resources (PXD) 0.2 $13M +3% 51k 262.50
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Championx Corp (CHX) 0.2 $13M 366k 35.89
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $13M +20% 119k 110.52
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Bj's Wholesale Club Holdings (BJ) 0.2 $13M +19% 173k 75.65
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Oracle Corporation (ORCL) 0.2 $13M +2% 104k 125.61
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Keysight Technologies (KEYS) 0.2 $13M 83k 156.38
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Colgate-Palmolive Company (CL) 0.2 $13M 142k 90.05
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Te Connectivity SHS (TEL) 0.2 $13M 87k 145.24
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ResMed (RMD) 0.2 $13M +11% 63k 198.03
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FactSet Research Systems (FDS) 0.2 $13M 28k 454.41
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Parker-Hannifin Corporation (PH) 0.2 $13M NEW 23k 555.80
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Cisco Systems (CSCO) 0.2 $13M +2% 250k 49.91
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Paycom Software (PAYC) 0.2 $13M +22% 63k 199.01
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Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $12M 76k 158.81
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Brown & Brown (BRO) 0.2 $12M +5% 137k 87.54
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Arthur J. Gallagher & Co. (AJG) 0.2 $12M +4% 47k 250.04
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The Trade Desk Com Cl A (TTD) 0.2 $12M +9% 134k 87.42
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Moody's Corporation (MCO) 0.2 $12M +3% 30k 393.03
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Medpace Hldgs (MEDP) 0.2 $12M -11% 29k 404.15
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Vanguard Index Fds Large Cap Etf (VV) 0.2 $12M 48k 239.76
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $12M 60k 191.88
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Invesco Exch Traded Fd Tr Ii Kbw Bk Etf (KBWB) 0.2 $12M NEW 214k 53.66
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Nextera Energy (NEE) 0.2 $11M 179k 63.91
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Take-Two Interactive Software (TTWO) 0.2 $11M 76k 148.49
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Fabrinet SHS (FN) 0.2 $11M +4% 60k 189.02
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Mondelez Intl Cl A (MDLZ) 0.2 $11M +11% 159k 70.00
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Ishares Tr Core Us Aggbd Et (AGG) 0.2 $11M +2% 114k 97.94
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $11M 146k 75.98
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Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.2 $11M 56k 197.10
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Willscot Mobil Mini Hldng Com Cl A (WSC) 0.2 $11M +30% 237k 46.50
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Phillips 66 (PSX) 0.2 $11M +6% 67k 163.34
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Hologic (HOLX) 0.2 $11M +31% 140k 77.96
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United Parcel Service CL B (UPS) 0.2 $11M +34% 73k 148.63
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T. Rowe Price (TROW) 0.2 $11M +14% 87k 121.92
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Onto Innovation (ONTO) 0.2 $11M 58k 181.08
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Sterling Construction Company (STRL) 0.2 $11M -6% 95k 110.31
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Ishares Tr Core S&p500 Etf (IVV) 0.2 $10M -40% 19k 525.77
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EnPro Industries (NPO) 0.2 $10M +5% 60k 168.77
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Dynatrace Com New (DT) 0.2 $9.8M +2391% 211k 46.44
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Vanguard Index Fds Growth Etf (VUG) 0.2 $9.7M -3% 28k 344.21
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Nike CL B (NKE) 0.2 $9.7M 103k 93.98
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $9.5M 37k 260.73
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Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $9.4M +7% 298k 31.62
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Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $9.3M +609% 154k 60.74
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $9.1M -55% 34k 270.81
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Prestige Brands Holdings (PBH) 0.2 $9.0M +8% 124k 72.56
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Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $9.0M 100k 89.67
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FTI Consulting (FCN) 0.2 $9.0M 43k 210.29
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Sprouts Fmrs Mkt (SFM) 0.2 $8.9M -12% 139k 64.48
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Perficient (PRFT) 0.2 $8.9M +36% 157k 56.29
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UFP Technologies (UFPT) 0.2 $8.7M +221% 35k 252.20
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Summit Matls Cl A (SUM) 0.1 $8.5M -3% 190k 44.57
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $8.5M -2% 105k 80.63
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Alphabet Cap Stk Cl C (GOOG) 0.1 $8.2M -40% 54k 152.26
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Ishares Core Msci Emkt (IEMG) 0.1 $8.2M -7% 158k 51.60
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $8.1M -13% 194k 41.77
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Integer Hldgs (ITGR) 0.1 $8.1M +7% 69k 116.68
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Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.1 $7.9M 56k 139.82
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ICF International (ICFI) 0.1 $7.8M +3% 52k 150.63
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Boot Barn Hldgs (BOOT) 0.1 $7.7M +6% 81k 95.15
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Skyline Corporation (SKY) 0.1 $7.6M +4% 89k 85.01
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Applied Materials (AMAT) 0.1 $7.2M +3% 35k 206.23
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Badger Meter (BMI) 0.1 $7.1M -2% 44k 161.81
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AeroVironment (AVAV) 0.1 $7.1M +6% 47k 153.28
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $7.1M 143k 49.24
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $6.8M 68k 100.89
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Csw Industrials (CSWI) 0.1 $6.8M +690% 29k 234.60
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Simply Good Foods (SMPL) 0.1 $6.8M +5% 199k 34.03
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Balchem Corporation (BCPC) 0.1 $6.7M +6% 43k 154.95
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $6.7M -2% 187k 35.84
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Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $6.7M 316k 21.15
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LeMaitre Vascular (LMAT) 0.1 $6.6M +27% 99k 66.36
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Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV) 0.1 $6.4M 228k 28.07
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Fortinet (FTNT) 0.1 $6.4M -3% 93k 68.31
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Valmont Industries (VMI) 0.1 $6.3M +11% 28k 228.29
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Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $6.3M -3% 83k 75.40
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Supernus Pharmaceuticals (SUPN) 0.1 $6.1M +37% 178k 34.11
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $6.0M -19% 14k 420.54
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Calix (CALX) 0.1 $5.8M +40% 176k 33.16
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Dupont De Nemours (DD) 0.1 $5.8M 75k 76.67
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NOVA MEASURING Instruments L (NVMI) 0.1 $5.7M NEW 32k 177.38
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Progyny (PGNY) 0.1 $5.7M +27% 150k 38.15
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Cohen & Steers (CNS) 0.1 $5.7M +13% 74k 76.89
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Crane Holdings (CXT) 0.1 $5.6M NEW 91k 61.90
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Bank of America Corporation (BAC) 0.1 $5.6M -15% 148k 37.92
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Merit Medical Systems (MMSI) 0.1 $5.5M NEW 73k 75.75
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Vericel (VCEL) 0.1 $5.5M NEW 106k 52.02
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Exxon Mobil Corporation (XOM) 0.1 $5.4M -23% 47k 116.24
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Ishares Tr Mbs Etf (MBB) 0.1 $5.4M 58k 92.42
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Moog Cl A (MOG.A) 0.1 $5.4M +5% 34k 159.66
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Ameris Ban (ABCB) 0.1 $5.3M +19% 110k 48.38
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.1 $5.3M 146k 36.19
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.1 $5.2M -2% 64k 81.43
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SM Energy (SM) 0.1 $5.2M +28% 105k 49.85
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $5.1M 101k 50.60
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WNS HLDGS Com Shs 0.1 $5.1M NEW 106k 48.06
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Alps Etf Tr Alerian Mlp (AMLP) 0.1 $5.1M -5% 107k 47.46
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Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $5.0M 219k 22.77
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $4.9M -2% 127k 39.02
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Doubleline Etf Trust Opportunistic Bd (DBND) 0.1 $4.9M 107k 45.88
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Power Integrations (POWI) 0.1 $4.9M +6% 68k 71.55
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Vanguard World Financials Etf (VFH) 0.1 $4.8M +27% 47k 102.39
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Williams-Sonoma (WSM) 0.1 $4.8M +4% 15k 317.57
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Yeti Hldgs (YETI) 0.1 $4.8M +6% 124k 38.55
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Ishares Tr Cre U S Reit Etf (USRT) 0.1 $4.7M -3% 88k 53.80
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Ecolab (ECL) 0.1 $4.7M -2% 20k 230.91
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Dow (DOW) 0.1 $4.6M -15% 79k 57.93
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Chuys Hldgs (CHUY) 0.1 $4.5M +25% 134k 33.73
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Angel Oak Funds Trust Oak Ultrashort (UYLD) 0.1 $4.5M +45% 88k 50.88
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Citigroup Com New (C) 0.1 $4.4M -8% 70k 63.24
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Corteva (CTVA) 0.1 $4.4M 77k 57.67
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Mgp Ingredients Inc Common Sto (MGPI) 0.1 $4.3M +41% 50k 86.13
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Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $4.3M -5% 60k 72.19
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Ishares Tr Iboxx Inv Cp Etf (LQD) 0.1 $4.3M -14% 39k 108.93
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $4.1M -4% 41k 100.71
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.1 $4.1M -4% 141k 29.02
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $4.1M -12% 9.2k 444.08
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Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.1 $4.1M 170k 23.89
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Azek Cl A (AZEK) 0.1 $4.0M +2% 80k 50.22
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Ishares Tr Msci Acwi Etf (ACWI) 0.1 $4.0M -2% 37k 110.13
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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