Congress Wealth Management LLC / DE /

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Congress Wealth Management LLC / DE /

Congress Wealth Management LLC / DE / holds 545 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Congress Wealth Management LLC / DE / has 545 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Technology Select Sector Spdr Etf (XLK) 4.3 $161M +14% 1.4M 118.78
Ishares 7-10 Yr Treasury Bond Etf Etf (IEF) 3.2 $118M +12% 1.2M 95.99
Health Care Select Sector Spdr Etf (XLV) 2.8 $105M 864k 121.11
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) 2.7 $101M 2.2M 45.03
Energy Select Sector Spdr Etf (XLE) 2.2 $81M +2% 1.1M 72.02
Spdr Portfolio Intermediate Term Treasury Etf Etf (SPTI) 2.2 $80M +3% 2.8M 28.13
Consumer Discretionary Sel Sector Spdr Etf (XLY) 2.1 $79M +58% 554k 142.45
Apple Stock (AAPL) 1.7 $64M 462k 138.17
Coca Cola Stock (KO) 1.6 $58M 1.0M 56.02
Financial Select Sector Spdr Etf (XLF) 1.5 $56M -21% 1.8M 30.36
Consumer Staples Select Sector Spdr Etf (XLP) 1.4 $53M -21% 789k 66.73
Spdr Gold Minishares Trust Etf (GLDM) 1.3 $48M -22% 1.4M 32.98
First Trust Utilities Alphadex Fund Etf (FXU) 1.2 $43M -17% 1.4M 30.55
Graniteshares Bloomberg Commodity Broad Strategy No K-1 Etf Etf (COMB) 1.2 $43M -22% 1.5M 28.88

Setup an alert

Congress Wealth Management LLC / DE / will file the next quarterly 13-HR in about 3 months. Would you like to be notified?

Ishares 20 Yr Treasury Etf Etf (TLT) 1.2 $43M +7% 416k 102.45
Global X U.s. Infrastructure Development Etf Etf (PAVE) 1.1 $39M -3% 1.7M 23.06
Ishares Msci Eafe Etf Etf (EFA) 1.1 $39M -5% 762k 51.32
Microsoft Stock (MSFT) 1.0 $37M 160k 232.90
Franklin Ftse United Kingdom Etf Etf (FLGB) 0.9 $33M -25% 1.7M 19.57
Ishares Msci Japan Etf Etf (EWJ) 0.9 $32M +2% 649k 48.85
Spdr Portfolio Corporate Bond Etf Etf (SPBO) 0.8 $32M +15% 1.1M 27.78
Ishares Inc Msci Emuindex Etf (EZU) 0.8 $30M +2% 932k 31.98
Industrial Select Sector Spdr Etf (XLI) 0.8 $30M 360k 82.84
Ishares Dj Us Technology Etf (IYW) 0.7 $27M 374k 73.37
Costco Wholesale Corp Stock (COST) 0.7 $27M 57k 472.28
Unitedhealth Group Stock (UNH) 0.7 $27M 53k 505.07
Ishares S&p U.s. Preferred Stock Etf Etf (PFF) 0.7 $26M +2% 829k 31.67
Jpmorgan Municipal Etf Etf (JMUB) 0.7 $26M 531k 48.42
Schwab U.s. Large-cap Etf Etf (SCHX) 0.7 $26M 607k 42.35
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA) 0.7 $25M 510k 49.10
First Trust Managed Municipal Etf Etf (FMB) 0.7 $25M 502k 48.72
Communication Services Select Sector Spdr Fund Etf (XLC) 0.6 $24M 503k 47.89
Ishares Inc Msci Pacific Ex-japan Etf (EPP) 0.6 $24M +2% 639k 37.52
Paycom Software Stock (PAYC) 0.6 $23M +4% 69k 329.98
Home Depot Stock (HD) 0.6 $23M +3% 82k 275.94
Accenture Ltd Bermuda Cl A Stock (ACN) 0.6 $21M +3% 80k 257.30
Visa Stock (V) 0.5 $20M +4% 114k 177.65
Google Stock (GOOGL) 0.5 $19M +2112% 201k 95.65
Sps Comm Stock (SPSC) 0.5 $19M -3% 154k 124.25
Vanguard Health Care Etf Etf (VHT) 0.5 $19M 86k 223.71
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.5 $19M -2% 380k 50.01
First Republic Bank Stock (FRC) 0.5 $18M +3% 140k 130.54
Qualys Stock (QLYS) 0.5 $18M 131k 139.40
Jpmorgan Chase & Co Stock (JPM) 0.5 $18M +4% 172k 104.51
Chevron Corp Stock (CVX) 0.5 $18M +5% 125k 143.67
Stryker Corp Stock (SYK) 0.5 $18M +5% 89k 202.53
Ishares S&p 500 Index Etf (IVV) 0.5 $18M -2% 49k 358.65
Ishares Core Msci Eafe Etf Etf (IEFA) 0.5 $18M -6% 332k 52.67
Chicago Mercantile Hldgs Stock (CME) 0.5 $17M +3% 97k 177.13
Caterpillar Stock (CAT) 0.4 $16M +5% 99k 164.08
Procter And Gamble Stock (PG) 0.4 $16M +3% 124k 126.24
Zoetis Inc Com Cl A Stock (ZTS) 0.4 $16M -3% 104k 148.28
Ciena Corp Stock (CIEN) 0.4 $15M 381k 40.43
Amazon.com Stock (AMZN) 0.4 $15M 136k 113.00
Fidelity Msci Financials Index Etf Etf (FNCL) 0.4 $15M -8% 349k 43.08
Avantis Emerging Markets Equity Etf Etf (AVEM) 0.4 $15M 315k 45.93
Keysight Technologies Stock (KEYS) 0.4 $14M 92k 157.37
Horizon Therapeutics Pub L Stock (HZNP) 0.4 $14M -4% 232k 61.89
Cintas Corp Stock (CTAS) 0.4 $14M 35k 388.23
Conocophillips Stock (COP) 0.4 $14M 132k 102.34
Monolithic Pwr Sys Stock (MPWR) 0.4 $13M 37k 363.39
Darden Restaurants Stock (DRI) 0.4 $13M -5% 106k 126.32
Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN) 0.4 $13M +8% 324k 40.87
Raymond James Finl Stock (RJF) 0.4 $13M 134k 98.82
Resmed Stock (RMD) 0.3 $13M 59k 218.32
Pool Corp Stock (POOL) 0.3 $13M +3% 40k 318.23
Williams Sonoma Stock (WSM) 0.3 $13M 109k 117.85
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.3 $13M 161k 79.41
Nextera Energy Stock (NEE) 0.3 $13M 163k 78.41
Abbvie Stock (ABBV) 0.3 $13M +2% 95k 134.22
Synopsys Stock (SNPS) 0.3 $13M 41k 305.50
Johnson & Johnson Stock (JNJ) 0.3 $12M 76k 163.36
Tractor Supply Stock (TSCO) 0.3 $12M +3% 66k 185.88
Dollar Gen Corp Stock (DG) 0.3 $12M 51k 239.87
Eog Resources Stock (EOG) 0.3 $12M 108k 111.73
Lilly Eli & Co Stock (LLY) 0.3 $12M +3% 37k 323.37
Franklin Ftse Japan Etf Etf (FLJP) 0.3 $12M 550k 21.68
Neurocrine Biosciences Stock (NBIX) 0.3 $12M +4% 110k 106.21
Copart Stock (CPRT) 0.3 $12M +3% 109k 106.40
Pioneer Natural Resources Stock (PXD) 0.3 $12M +2% 53k 216.53
Mettler Toledo Intl Incf Stock (MTD) 0.3 $12M 11k 1084.06
Generac Hldgs Stock (GNRC) 0.3 $12M +4% 64k 178.15
Deckers Outdoor Stock (DECK) 0.3 $11M NEW 37k 312.59
Bk Of America Corp Stock (BAC) 0.3 $11M 378k 30.21
Entegris Stock (ENTG) 0.3 $11M -25% 137k 83.02
Idex Corp Stock (IEX) 0.3 $11M +3% 57k 199.85
Pepsico Stock (PEP) 0.3 $11M +4% 69k 163.27
Spdr S&p 500 Etf Trust Etf (SPY) 0.3 $11M +2% 31k 357.20
Steris Plc Shs Usd Stock (STE) 0.3 $11M +4% 67k 166.28
Nvidia Corp Stock (NVDA) 0.3 $11M -4% 92k 121.37
Diodes Stock (DIOD) 0.3 $11M 169k 64.91
O Reilly Automotive Stock (ORLY) 0.3 $11M +4% 15k 703.28
Ipath Bloomberg Cmdty Tr Etn Etf (DJP) 0.3 $11M -10% 330k 32.91
Martin Marietta Matls Stock (MLM) 0.3 $11M +2% 33k 322.11
Merck & Co Stock (MRK) 0.3 $11M +3% 124k 86.13
Ulta Salon Cosmetics & Fragrance Stock (ULTA) 0.3 $11M NEW 27k 401.17
Charles Riv Labs Intl Stock (CRL) 0.3 $10M +4% 53k 196.81
Spdr Portfolio Long Term Treasury Etf Etf (SPTL) 0.3 $10M 351k 29.64
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.3 $10M +2% 113k 92.35
Mcdonalds Corp Stock (MCD) 0.3 $10M +2% 45k 230.74
Broadridge Fin Sol Stock (BR) 0.3 $10M 71k 144.30
Analog Devices Stock (ADI) 0.3 $10M +2% 72k 139.34
Teledyne Technologies Stock (TDY) 0.3 $10M +6% 30k 337.43
Honeywell Intl Stock (HON) 0.3 $9.9M +2% 60k 166.99
Amgen Stock (AMGN) 0.3 $9.9M +4% 44k 225.39
Powershares Etf Senior Loan Port Nyse Arca Etf (BKLN) 0.3 $9.9M -3% 490k 20.19
Intuit Stock (INTU) 0.3 $9.8M +4% 25k 387.26
Ishares Core Dividend Growth Etf Etf (DGRO) 0.3 $9.7M +107% 219k 44.47
Abbott Labs Stock (ABT) 0.3 $9.7M +5% 100k 96.74
Asbury Automotive Group Stock (ABG) 0.3 $9.7M +4% 64k 151.10
Allstate Corp Stock (ALL) 0.3 $9.6M +3% 77k 124.54
Masco Corp Stock (MAS) 0.3 $9.6M +2% 205k 46.69
Doubleline Opportunistic Bond Etf Etf (DBND) 0.3 $9.6M 209k 45.65
Norfolk Southern Crp Stock (NSC) 0.3 $9.5M +2% 46k 209.67
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.3 $9.5M +2% 36k 261.98
Illinois Tool Wks Stock (ITW) 0.3 $9.4M +2% 52k 180.65
United Parcel Service Stock (UPS) 0.3 $9.4M +4% 58k 161.56
Rpm Intl Stock (RPM) 0.3 $9.4M +2% 113k 83.31
Sherwin Williams Stock (SHW) 0.3 $9.4M +5% 46k 204.75
Colgate Palmolive Stock (CL) 0.3 $9.4M +4% 133k 70.24
Quanta Services Stock (PWR) 0.2 $9.3M +6% 73k 127.39
Cooper Companies Stock (COO) 0.2 $9.2M +7% 35k 263.87
Trimble Nav Stock (TRMB) 0.2 $9.1M +3% 169k 54.27
Church & Dwight Stock (CHD) 0.2 $9.1M 127k 71.43
Eaton Corp Stock (ETN) 0.2 $9.0M +2% 67k 133.35
Roper Industries Stock (ROP) 0.2 $9.0M +5% 25k 359.63
Lululemon Athletica Stock (LULU) 0.2 $8.9M +5% 32k 279.59
Fti Consulting Stock (FCN) 0.2 $8.9M -12% 54k 165.71
West Pharmaceutical Svsc Stock (WST) 0.2 $8.9M +4% 36k 246.07
Adobe Sys Stock (ADBE) 0.2 $8.9M +4% 32k 275.18
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.2 $8.9M +4% 124k 71.28
Nxp Semiconductors N V Stock (NXPI) 0.2 $8.8M +5% 59k 147.50
Cisco Sys Stock (CSCO) 0.2 $8.7M +6% 219k 40.00
Saia Stock (SAIA) 0.2 $8.7M +3% 46k 189.96
Te Connectivity Stock (TEL) 0.2 $8.7M +3% 79k 110.35
Sun Cmntys Reit (SUI) 0.2 $8.6M +5% 64k 135.33
Dover Corp Stock (DOV) 0.2 $8.5M +5% 73k 116.59
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.2 $8.4M +5% 120k 70.27
Market Vectors Etf Emerging Mkts Local Etf Etf (EMLC) 0.2 $8.4M 370k 22.80
Ishares National Muni Bond Etf Etf (MUB) 0.2 $8.3M 81k 102.58
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $8.0M +48% 221k 36.49
Skyworks Solutions Stock (SWKS) 0.2 $7.9M +6% 93k 85.29
Freeport Mcmoran Copper Stock (FCX) 0.2 $7.9M +5% 289k 27.33
Vanguard S&p 500 Etf Etf (VOO) 0.2 $7.8M 24k 328.31
Vaneck Fallen Angel High Yield Bond Etf Etf (ANGL) 0.2 $7.7M -2% 295k 26.23
Crown Castle Reit (CCI) 0.2 $7.7M +3% 54k 144.54
Servicenow Stock (NOW) 0.2 $7.6M 20k 377.56
E L F Beauty Stock (ELF) 0.2 $7.6M 201k 37.62
Market Vectors Gold Miners Index Etf Etf (GDX) 0.2 $7.5M -2% 313k 24.12
Nike Inc Class B Stock (NKE) 0.2 $7.5M +4% 90k 83.13
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.2 $7.5M +142% 146k 51.23
Akamai Tech Stock (AKAM) 0.2 $7.4M +7% 93k 80.32
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $7.4M +2329% 77k 96.14
Take-two Interactive Software Stock (TTWO) 0.2 $7.4M +5% 68k 108.99
Verizon Communications Stock (VZ) 0.2 $7.2M +2% 191k 37.96
T Rowe Price Group Stock (TROW) 0.2 $7.2M +6% 69k 105.00
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.2 $7.2M +2% 83k 87.20
Old Dominion Freight Line Stock (ODFL) 0.2 $7.2M +4% 29k 248.75
Ishares Core U.s. Reit Etf Etf (USRT) 0.2 $7.1M -2% 150k 47.50
Estee Lauder Companies Stock (EL) 0.2 $7.0M +8% 32k 215.89
Vanguard Utilities Etf Etf (VPU) 0.2 $6.5M -5% 46k 142.26
Valmont Inds Stock (VMI) 0.2 $6.4M +2% 24k 268.64
Schwab U.s. Small-cap Etf Etf (SCHA) 0.2 $6.3M 168k 37.79
Lantheus Hldgs Stock (LNTH) 0.2 $6.2M -18% 88k 70.34
Ishares Msci Usa Quality Factor Etf Etf (QUAL) 0.2 $6.2M 60k 103.94
Vanguard High Dividend Yield Etf (VYM) 0.2 $6.2M 65k 94.89
Comfort Sys Usa Stock (FIX) 0.2 $6.0M +3% 61k 97.31
Azenta Stock (AZTA) 0.2 $5.7M +5% 133k 42.86
Medpace Hldgs Stock (MEDP) 0.2 $5.7M +4% 36k 157.15
WNS HLDGS Adr (WNS) 0.2 $5.6M +3% 68k 81.85
United Rentals Stock (URI) 0.1 $5.6M -27% 21k 270.08
Fortinet Stock (FTNT) 0.1 $5.5M -24% 113k 49.13
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.1 $5.5M 91k 60.54
Spdr Biotech Etf Etf (XBI) 0.1 $5.5M 69k 79.33
Avago Technologies Stock (AVGO) 0.1 $5.4M -21% 12k 443.98
Spdr S&p World Ex-us Etf (SPDW) 0.1 $5.4M +12% 210k 25.80
Veeva Sys Inc Cl A Stock (VEEV) 0.1 $5.3M +1482% 32k 164.89
Schwab International Equity Etf Etf (SCHF) 0.1 $5.2M -2% 185k 28.13
Canadian Pac Railway Stock (CP) 0.1 $5.2M -20% 78k 66.72
Icf Intl Stock (ICFI) 0.1 $5.0M 46k 109.02
Phillips 66 Stock (PSX) 0.1 $4.9M 61k 80.73
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.1 $4.9M +5% 23k 219.25
Simply Good Foods Stock (SMPL) 0.1 $4.9M +5% 154k 31.99
Ishares Mbs Etf Etf (MBB) 0.1 $4.9M 53k 91.60
R1 RCM Stock (RCM) 0.1 $4.8M -4% 259k 18.53
Supernus Pharmaceuticals Stock (SUPN) 0.1 $4.7M 138k 33.85
Amn Healthcare Svcs Stock (AMN) 0.1 $4.6M 44k 105.93
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.1 $4.6M -52% 128k 36.01
Summit Matls Inc Cl A Stock (SUM) 0.1 $4.6M -24% 190k 23.96
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.1 $4.5M +2% 72k 63.30
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $4.4M 194k 22.76
Corteva Stock (CTVA) 0.1 $4.3M 75k 57.16
Ishares Tr Dow Jones U S Healthcare Etf (IYH) 0.1 $4.2M +96% 17k 253.00
Inari Med Stock (NARI) 0.1 $4.1M 57k 72.65
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.1 $4.1M 121k 34.06
Pgt Innovations Stock (PGTI) 0.1 $4.0M 192k 20.96
Onto Innovation Stock (ONTO) 0.1 $4.0M 63k 64.04
Novanta Stock (NOVT) 0.1 $4.0M 35k 115.65
Dow Stock (DOW) 0.1 $4.0M 91k 43.93
Skyline Champion Corporation Stock (SKY) 0.1 $4.0M 75k 52.88
Ameris Bancorp Stock (ABCB) 0.1 $4.0M 89k 44.71
Eastern Bankshares Stock (EBC) 0.1 $3.9M 197k 19.64
Applied Matls Stock (AMAT) 0.1 $3.8M 46k 81.93
Dupont De Nemours Stock (DD) 0.1 $3.8M 75k 50.40
Power Integrations Stock (POWI) 0.1 $3.8M 58k 64.32
Exxon Mobil Corp Stock (XOM) 0.1 $3.7M +10% 42k 87.32
Balchem Corp Stock (BCPC) 0.1 $3.6M 30k 121.58
Equinix Reit (EQIX) 0.1 $3.6M -18% 6.3k 568.70
Perficient Stock (PRFT) 0.1 $3.5M +7% 55k 65.02
Progyny Stock (PGNY) 0.1 $3.5M 96k 37.05
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $3.5M +2% 13k 266.98
Boot Barn Hldgs Stock (BOOT) 0.1 $3.5M 60k 58.48
Vanguard Ftse All-world Ex-us Etf (VEU) 0.1 $3.5M -2% 79k 44.36
Ishares Gold Trust Etf Etf (IAU) 0.1 $3.5M +1489% 110k 31.53
Avid Technology Stock (AVID) 0.1 $3.5M 149k 23.26
Spdr Doubleline Total Return Tactical Etf Etf (TOTL) 0.1 $3.4M +3% 86k 40.18
Churchill Downs Stock (CHDN) 0.1 $3.4M -30% 19k 184.15
Vanguard Financials Etf Etf (VFH) 0.1 $3.4M -21% 46k 74.44
Spdr Dj Wilshire Intl Real Est Etf (RWX) 0.1 $3.3M 136k 24.11
Cohen & Steers Stock (CNS) 0.1 $3.3M 52k 62.64
Techtarget Stock (TTGT) 0.1 $3.2M 55k 59.17
Vanguard Ftse All World Ex-us Etf Etf (VSS) 0.1 $3.2M +24% 35k 92.79
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.1 $3.2M -2% 58k 55.26
Citigroup Stock (C) 0.1 $3.1M +15% 75k 41.67
Etracs Bloomberg Commodity Index Total Return Etn Series B Etf (DJCB) 0.1 $3.1M 145k 21.41
Autodesk Stock (ADSK) 0.1 $3.1M -25% 17k 186.81
Ishares Msci Acwi Etf Etf (ACWI) 0.1 $3.1M +27% 39k 77.82
Integer Hldgs Corp Stock (ITGR) 0.1 $3.1M 49k 62.21
Ecolab Stock (ECL) 0.1 $3.1M -2% 21k 144.41
Vanguard Energy Etf Etf (VDE) 0.1 $3.0M +15% 30k 101.57
Dexcom Stock (DXCM) 0.1 $3.0M -24% 38k 80.51
Ishares Tr Lehman Inter Govt Cr Bd Etf (GVI) 0.1 $3.0M +2% 30k 101.71
Ishares Core Msci Emerging Mkts Etf (IEMG) 0.1 $2.9M 68k 42.98
Ultragenyx Pharmaceutical Stock (RARE) 0.1 $2.9M 70k 41.41
Aerovironment Stock (AVAV) 0.1 $2.9M NEW 35k 83.37
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.1 $2.9M +20% 68k 41.99
Simpson Mfg Stock (SSD) 0.1 $2.9M 36k 78.41
Vicor Corp Stock (VICR) 0.1 $2.9M 48k 59.14
Amer Software Inc Cl A Stock (AMSWA) 0.1 $2.8M 183k 15.32
Spdr S&p Regional Banking Etf Etf (KRE) 0.1 $2.8M -4% 48k 58.88
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $2.8M +91% 13k 210.34
Omnicell Stock (OMCL) 0.1 $2.7M 31k 87.01
Ishares Russell 2500 Etf Etf (SMMD) 0.1 $2.7M 55k 49.76
Jp Morgan Alerian Mlp Etn Etf (AMJ) 0.1 $2.7M -10% 135k 20.06
Blackstone Group Stock (BX) 0.1 $2.6M +44% 32k 83.73
Conmed Corp Stock (CNMD) 0.1 $2.6M +2% 33k 80.19
Abiomed Stock (ABMD) 0.1 $2.6M -21% 11k 245.67
Schwab Us Tips Etf Etf (SCHP) 0.1 $2.6M 50k 51.81
Schwab U.s. Reit Etf Etf (SCHH) 0.1 $2.6M 138k 18.69
Lowes Cos Stock (LOW) 0.1 $2.6M 14k 187.82

Past Filings by Congress Wealth Management LLC / DE /

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