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 /

Companies in the Congress Wealth Management LLC / DE / portfolio as of the December 2021 quarterly 13F filing

Congress Wealth Management LLC / DE / has 605 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) 3.8 $190M 1.1M 173.87
Consumer Discretionary Sel Sector Spdr Etf (XLY) 2.2 $113M 552k 204.44
Janus Henderson Mortgage-backed Securities Etf Etf (JMBS) 1.9 $96M 1.8M 52.68
Financial Select Sector Spdr Etf (XLF) 1.9 $94M 2.4M 39.05
Apple Stock (AAPL) 1.8 $93M 521k 177.57
Energy Select Sector Spdr Etf (XLE) 1.6 $80M 1.4M 55.50
Ishares 7-10 Yr Treasury Bond Etf Etf (IEF) 1.5 $76M 661k 115.00
Global X U.s. Infrastructure Development Etf Etf (PAVE) 1.4 $69M 2.4M 28.79
Coca Cola Stock (KO) 1.4 $68M 1.2M 59.21
Ishares 20 Yr Treasury Etf Etf (TLT) 1.4 $68M 459k 148.19
Ssga Active Etf Tr Blkstn Gsosrln Etf (SRLN) 1.3 $68M 1.5M 45.63
Ishares Msci Eafe Etf Etf (EFA) 1.3 $64M 880k 72.94
Graniteshares Bloomberg Commodity Broad Strategy No K-1 Etf Etf (COMB) 1.3 $64M 2.5M 25.65
Ishares Inc Msci Emuindex Etf (EZU) 1.2 $60M 1.2M 49.01
Industrial Select Sector Spdr Etf (XLI) 1.2 $60M 569k 105.81
First Trust Managed Municipal Etf Etf (FMB) 1.2 $58M 1.0M 56.98
Microsoft Stock (MSFT) 1.1 $57M 170k 336.32
Communication Services Select Sector Spdra Fund Etf (XLC) 1.1 $55M 707k 77.68
Ishares Semiconductor Fund Etf (SOXX) 1.0 $52M 96k 542.32
Spdr Gold Minishares Trust Etf 1.0 $52M 2.9M 18.18
Ishares Dj Us Technology Etf (IYW) 1.0 $48M 417k 114.82
Ishares Msci Japan Etf Etf (EWJ) 0.9 $47M 706k 66.96
Powershares Qqq Tr Etf (QQQ) 0.9 $47M 118k 397.85
Spdr S&p Bank Etf Etf (KBE) 0.9 $44M 813k 54.56
Schwab U.s. Large-cap Etf Etf (SCHX) 0.9 $43M 382k 113.82
Franklin Ftse United Kingdom Etf Etf (FLGB) 0.8 $41M 1.6M 25.40
Ishares S&p 500 Index Etf (IVV) 0.8 $40M 84k 477.00
Ishares Inc Msci Germany Index Etf (EWG) 0.8 $40M 1.2M 32.78
Jpmorgan Ultra-short Income Etf Etf (JPST) 0.8 $39M 765k 50.48
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM) 0.7 $35M 780k 44.69
Materials Select Sector Spdr Etf (XLB) 0.7 $34M 375k 90.61
Janus Henderson Aaa Clo Etf Etf (JAAA) 0.7 $34M 673k 50.38
Costco Wholesale Corp Stock (COST) 0.7 $33M 58k 567.68
Ishares Tr Dow Jones Us Medical Devices Index Etf (IHI) 0.7 $33M 501k 65.85
Home Depot Stock (HD) 0.6 $32M 78k 415.01
Accenture Ltd Bermuda Cl A Stock (ACN) 0.6 $32M 78k 414.55
Ishares S&p U.s. Preferred Stock Etf Etf (PFF) 0.6 $32M 815k 39.43
Ishares Inc Msci Pacific Ex-japan Etf (EPP) 0.6 $31M 656k 47.76
Cintas Corp Stock (CTAS) 0.6 $30M 68k 443.17
Health Care Select Sector Spdr Etf (XLV) 0.6 $29M 207k 140.89
Ishares Core Msci Eafe Etf Etf (IEFA) 0.6 $28M 380k 74.64
Google Stock (GOOGL) 0.5 $28M 9.5k 2897.09
Ciena Corp Stock (CIEN) 0.5 $27M 357k 76.97
First Republic Bank Stock (FRC) 0.5 $27M 133k 206.50
Unitedhealth Group Stock (UNH) 0.5 $27M 54k 502.17
Horizon Therapeutics Pub L Stock (HZNP) 0.5 $27M 249k 107.76
Zoetis Inc Com Cl A Stock (ZTS) 0.5 $27M 109k 244.03
Jpmorgan Chase & Co Stock (JPM) 0.5 $26M 167k 158.35
Blackrock Ultra Short-term Bond Etf Etf (ICSH) 0.5 $25M 503k 50.39
Vanguard Health Care Etf Etf (VHT) 0.5 $25M 94k 266.43
Paycom Software Stock (PAYC) 0.5 $25M 59k 415.18
Entegris Stock (ENTG) 0.5 $24M 173k 138.56
Amazon.com Stock (AMZN) 0.5 $23M 7.0k 3334.57
Sps Comm Stock (SPSC) 0.5 $23M 163k 142.34
Fidelity Msci Financials Index Etf Etf (FNCL) 0.5 $23M 415k 55.92
Generac Hldgs Stock (GNRC) 0.5 $23M 66k 351.92
Visa Stock (V) 0.5 $23M 106k 216.70
Dollar Gen Corp Stock (DG) 0.5 $23M 97k 235.83
Pool Corp Stock (POOL) 0.4 $22M 39k 566.05
Stryker Corp Stock (SYK) 0.4 $22M 81k 267.42
Procter And Gamble Stock (PG) 0.4 $22M 132k 163.58
Chicago Mercantile Hldgs Stock (CME) 0.4 $21M 90k 228.47
Zebra Technologies Corporation Cl A Stock (ZBRA) 0.4 $20M 34k 595.18
Keysight Technologies Stock (KEYS) 0.4 $20M 97k 206.52
Spdr S&p 500 Etf Etf (SPY) 0.4 $20M 41k 474.98
Charles Riv Labs Intl Stock (CRL) 0.4 $19M 50k 376.78
Etsy Stock (ETSY) 0.4 $19M 85k 218.93
Monolithic Pwr Sys Stock (MPWR) 0.4 $19M 38k 493.38
Diodes Stock (DIOD) 0.4 $18M 167k 109.81
Williams Sonoma Stock (WSM) 0.4 $18M 108k 169.13
Qualys Stock (QLYS) 0.4 $18M 129k 137.22
West Pharmaceutical Svsc Stock (WST) 0.3 $18M 37k 469.05
Mettler Toledo Intl Incf Stock (MTD) 0.3 $18M 10k 1697.09
Ishares J.p. Morgan Usd Emerging Markets Bond Etf Etf (EMB) 0.3 $18M 160k 109.06
Darden Restaurants Stock (DRI) 0.3 $18M 116k 150.64
Adobe Sys Stock (ADBE) 0.3 $18M 31k 567.09
Powershares Etf Senior Loan Port Nyse Arca Etf (BKLN) 0.3 $17M 789k 22.10
Bk Of America Corp Stock (BAC) 0.3 $17M 375k 44.49
Thermo Fisher Scientific Stock (TMO) 0.3 $16M 24k 667.19
Caterpillar Stock (CAT) 0.3 $16M 79k 206.75
Nextera Energy Stock (NEE) 0.3 $16M 170k 93.36
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.3 $16M 303k 51.81
Nvidia Corp Stock (NVDA) 0.3 $16M 53k 294.14
Copart Stock (CPRT) 0.3 $16M 103k 151.62
Intuit Stock (INTU) 0.3 $15M 24k 643.25
Steris Plc Shs Usd Stock (STE) 0.3 $15M 62k 243.42
Tractor Supply Stock Put Option (TSCO) 0.3 $15M 64k 237.48
Resmed Stock (RMD) 0.3 $15M 58k 260.47
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.3 $15M 265k 55.83
Synopsys Stock (SNPS) 0.3 $15M 40k 368.46
Martin Marietta Matls Stock (MLM) 0.3 $15M 33k 440.52
Sherwin Williams Stock (SHW) 0.3 $15M 42k 352.13
Meta Platforms Inc Cl A Stock (FB) 0.3 $14M 42k 336.34
Nike Inc Class B Stock (NKE) 0.3 $14M 83k 166.66
Floor & Decor Hldgs Inc Cl A Stock (FND) 0.3 $14M 106k 130.00
Burlington Stores Stock (BURL) 0.3 $14M 47k 291.50
Azenta Stock (AZTA) 0.3 $14M 133k 103.10
Masco Corp Stock (MAS) 0.3 $14M 193k 70.23
Raymond James Finl Stock (RJF) 0.3 $14M 134k 100.40
Cisco Sys Stock (CSCO) 0.3 $13M 212k 63.37
Johnson & Johnson Stock (JNJ) 0.3 $13M 78k 171.07
Norfolk Southern Crp Stock (NSC) 0.3 $13M 44k 297.71
Invesco Solar Etf Etf (TAN) 0.3 $13M 172k 76.97
Church & Dwight Stock (CHD) 0.3 $13M 129k 102.50
Abbvie Stock (ABBV) 0.3 $13M 96k 135.40
Ihs Markit Stock 0.3 $13M 97k 132.92
Cooper Companies Stock (COO) 0.3 $13M 31k 418.93
Abbott Labs Stock (ABT) 0.3 $13M 90k 140.74
Broadridge Fin Sol Stock (BR) 0.3 $13M 69k 182.82
Skyworks Solutions Stock (SWKS) 0.2 $13M 81k 155.12
S&p Global Stock (SPGI) 0.2 $13M 27k 471.95
Analog Devices Stock (ADI) 0.2 $12M 70k 175.77
Illinois Tool Wks Stock (ITW) 0.2 $12M 50k 246.80
Nxp Semiconductors N V Stock (NXPI) 0.2 $12M 54k 227.81
Idex Corp Stock (IEX) 0.2 $12M 52k 236.31
Te Connectivity Stock (TEL) 0.2 $12M 75k 161.35
Sun Cmntys Reit (SUI) 0.2 $12M 58k 209.97
T Rowe Price Group Stock (TROW) 0.2 $12M 62k 196.60
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.2 $12M 4.2k 2893.44
Dover Corp Stock (DOV) 0.2 $12M 66k 181.59
Ansys Stock (ANSS) 0.2 $12M 29k 401.12
United Parcel Service Stock (UPS) 0.2 $12M 55k 214.34
Teledyne Technologies Stock (TDY) 0.2 $12M 27k 436.85
Avago Technologies Stock (AVGO) 0.2 $12M 17k 665.38
Lululemon Athletica Stock (LULU) 0.2 $12M 29k 391.44
Fortinet Stock (FTNT) 0.2 $12M 32k 359.41
Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) 0.2 $12M 390k 29.38
Ishares S&p Smallcap 600 Etf Etf (IJR) 0.2 $11M 100k 114.50
Freeport Mcmoran Copper Stock (FCX) 0.2 $11M 269k 41.73
Ishares National Muni Bond Etf Etf (MUB) 0.2 $11M 95k 116.28
Charles Schwab Corp Stock (SCHW) 0.2 $11M 131k 84.10
Summit Matls Inc Cl A Stock (SUM) 0.2 $11M 275k 40.14
Ishares Core U.s. Reit Etf Etf (USRT) 0.2 $11M 163k 67.58
Roper Industries Stock (ROP) 0.2 $11M 22k 491.89
Paypal Hldgs Stock (PYPL) 0.2 $11M 58k 188.57
Pioneer Natural Resources Stock (PXD) 0.2 $11M 60k 181.87
Chevron Corp Stock (CVX) 0.2 $11M 93k 117.36
Take-two Interactive Software Stock (TTWO) 0.2 $11M 61k 177.72
Rpm Intl Stock (RPM) 0.2 $11M 107k 101.01
Mccormick & Co Inc Com Non Vtg Stock (MKC) 0.2 $11M 112k 96.61
Eaton Corp Stock (ETN) 0.2 $11M 62k 172.83
Disney Walt Stock (DIS) 0.2 $11M 69k 154.91
Crown Castle Intl Corp Reit (CCI) 0.2 $11M 50k 208.73
Colgate Palmolive Stock (CL) 0.2 $10M 121k 85.33
Spdr S&p World Ex-us Etf (SPDW) 0.2 $10M 281k 36.48
Fti Consulting Stock (FCN) 0.2 $10M 66k 153.43
Schwab U.s. Small-cap Etf Etf (SCHA) 0.2 $10M 98k 102.40
Honeywell Intl Stock (HON) 0.2 $10M 48k 208.49
Estee Lauder Companies Stock (EL) 0.2 $10M 27k 370.20
Vanguard S&p 500 Etf Etf (VOO) 0.2 $9.9M 23k 436.55
Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.2 $9.9M 200k 49.46
Barclays Bank Djubs Cmdt Etn36 (DJP) 0.2 $9.9M 344k 28.70
Amgen Stock (AMGN) 0.2 $9.8M 44k 224.98
Eog Resources Stock (EOG) 0.2 $9.8M 110k 88.85
Conocophillips Stock (COP) 0.2 $9.7M 134k 72.18
UGI Corporation (UGI) 0.2 $9.6M 209k 45.91
Ishares Russell 2000 Growth Etf Etf (IWO) 0.2 $9.5M 32k 293.03
United Rentals Stock (URI) 0.2 $9.5M 29k 332.28
Vanguard Total Stk Mkt Etf (VTI) 0.2 $9.4M 39k 241.41
Akamai Tech Stock (AKAM) 0.2 $9.3M 80k 117.03
Booz Allen Hamilton Hldg Corp Cl A Stock (BAH) 0.2 $9.2M 109k 84.78
Enpro Inds Stock (NPO) 0.2 $9.1M 83k 110.07
Vanguard Ftse All-world Ex-us Etf (VEU) 0.2 $9.1M 148k 61.28
Ishares Inc Global High Yield Corp Bd Etf (GHYG) 0.2 $8.9M 181k 49.29
Old Dominion Freight Line Stock (ODFL) 0.2 $8.9M 25k 358.38
Vanguard High Dividend Yield Etf (VYM) 0.2 $8.8M 79k 112.11
Schwab U.s. Mid-cap Etf Etf (SCHM) 0.2 $8.8M 110k 80.43
Merck & Co Stock (MRK) 0.2 $8.8M 115k 76.63
Market Vectors Etf Emerging Mkts Local Etf Etf (EMLC) 0.2 $8.6M 300k 28.60
Dexcom Stock (DXCM) 0.2 $8.5M 16k 536.91
Boot Barn Hldgs Stock (BOOT) 0.2 $8.4M 69k 123.03
Penumbra Stock (PEN) 0.2 $8.2M 28k 287.33
R1 RCM Stock (RCM) 0.2 $8.1M 318k 25.49
Schwab International Equity Etf Etf (SCHF) 0.2 $8.0M 205k 38.87
Equinix Reit (EQIX) 0.2 $8.0M 9.4k 845.79
Ishares Mbs Etf Etf (MBB) 0.2 $7.8M 73k 107.43
Ishares Core S&p Mid Cap Etf Etf (IJH) 0.2 $7.7M 27k 283.04
Installed Bldg Prods Stock (IBP) 0.2 $7.7M 55k 139.71
Huntington Ingalls Inds Stock (HII) 0.2 $7.7M 41k 186.74
Canadian Pac Railway Stock (CP) 0.2 $7.6M 105k 71.95
Repligen Corp Stock (RGEN) 0.2 $7.6M 29k 264.87
Churchill Downs Stock (CHDN) 0.1 $7.5M 31k 240.90
Autodesk Stock (ADSK) 0.1 $7.4M 26k 281.17
Vanguard Utilities Index Fund Etf (VPU) 0.1 $7.3M 47k 156.42
Asbury Automotive Group Stock (ABG) 0.1 $7.3M 42k 172.72
Medpace Hldgs Stock (MEDP) 0.1 $7.1M 33k 217.65
Ishares U.s. Treasury Bond Etf Etf (GOVT) 0.1 $7.0M 264k 26.68
Vanguard Ftse Developed Markets Etf Etf (VEA) 0.1 $6.8M 133k 51.06
Market Vectors Gold Miners Index Etf Etf (GDX) 0.1 $6.8M 211k 32.03
Verizon Communications Stock (VZ) 0.1 $6.7M 128k 51.96
Onto Innovation Stock (ONTO) 0.1 $6.6M 66k 101.24
Sensata Technologies Hldg Stock (ST) 0.1 $6.5M 106k 61.69
Lantheus Hldgs Stock (LNTH) 0.1 $6.3M 219k 28.89
E L F Beauty Stock (ELF) 0.1 $6.1M 184k 33.21
Envista Holdings Corporation Stock (NVST) 0.1 $6.1M 136k 45.06
Skyline Champion Corporation Stock (SKY) 0.1 $6.1M 77k 78.99
Applied Matls Stock (AMAT) 0.1 $6.0M 38k 157.37
Dupont De Nemours Stock (DD) 0.1 $6.0M 75k 80.78
Ultragenyx Pharmaceutical Stock (RARE) 0.1 $5.9M 70k 84.10
Novanta Stock (NOVT) 0.1 $5.9M 33k 176.34
Spdr Bloomberg Convertible Securities Etf Etf (CWB) 0.1 $5.8M 71k 82.97
Ishares Msci Emerging Markets Etf Etf (EEM) 0.1 $5.8M 119k 48.85
Ishares Core Msci Emerging Mkts Etf (IEMG) 0.1 $5.8M 97k 59.86
Abiomed Stock (ABMD) 0.1 $5.8M 16k 359.15
Crane Stock (CR) 0.1 $5.8M 57k 101.74
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.1 $5.7M 53k 106.96
Valmont Inds Stock (VMI) 0.1 $5.6M 22k 250.50
Spdr Dj Wilshire Intl Real Est Etf (RWX) 0.1 $5.6M 157k 35.60
Amn Healthcare Svcs Stock (AMN) 0.1 $5.6M 46k 122.31
Spdr S&p Regional Banking Etf Etf (KRE) 0.1 $5.6M 79k 70.85
Teleflex Incorporated Stock (TFX) 0.1 $5.6M 17k 328.48
Vail Resorts Stock (MTN) 0.1 $5.5M 17k 327.86
WNS HLDGS Adr (WNS) 0.1 $5.4M 61k 88.23
Omnicell Stock (OMCL) 0.1 $5.4M 30k 180.41
Eastgroup Pptys Reit (EGP) 0.1 $5.3M 23k 227.81
Inari Med Stock (NARI) 0.1 $5.2M 57k 91.25
Ishares Russell Midcap Growth Etf Etf (IWP) 0.1 $5.2M 45k 115.21
Ecolab Stock (ECL) 0.1 $5.1M 22k 234.59
Simply Good Foods Stock (SMPL) 0.1 $5.0M 122k 41.57
Clarus Corp Stock (CLAR) 0.1 $5.0M 182k 27.73
Ishares Tr Lehman Inter Govt Cr Bd Etf (GVI) 0.1 $5.0M 44k 113.76
Perficient Stock (PRFT) 0.1 $5.0M 39k 129.32
Techtarget Stock (TTGT) 0.1 $5.0M 53k 95.62
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.1 $5.0M 38k 132.54
Dow Stock (DOW) 0.1 $5.0M 87k 56.73
Neurocrine Biosciences Stock (NBIX) 0.1 $4.9M 58k 85.18
Simpson Mfg Stock (SSD) 0.1 $4.9M 35k 139.07
Balchem Corp Stock (BCPC) 0.1 $4.8M 29k 168.62
Ark Innovation Etf Etf (ARKK) 0.1 $4.8M 50k 94.59
Vicor Corp Stock (VICR) 0.1 $4.7M 37k 126.96
Icf Intl Stock (ICFI) 0.1 $4.7M 46k 102.53
Neogen Corp Stock (NEOG) 0.1 $4.7M 103k 45.41
Cohen & Steers Stock (CNS) 0.1 $4.6M 50k 92.52
Phillips 66 Stock (PSX) 0.1 $4.5M 63k 72.45
Draftkings Inc Com Cl A Stock (DKNG) 0.1 $4.5M 165k 27.47
Vanguard World Fds Financials Etf (VFH) 0.1 $4.5M 47k 96.58
Avid Technology Stock (AVID) 0.1 $4.5M 137k 32.58
Exxon Mobil Corp Stock (XOM) 0.1 $4.4M 73k 61.17
Power Integrations Stock (POWI) 0.1 $4.4M 48k 92.89
Conmed Corp Stock (CNMD) 0.1 $4.4M 31k 141.78
Progyny Stock (PGNY) 0.1 $4.4M 87k 50.35
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN) 0.1 $4.3M 65k 66.03
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 0.1 $4.3M 14k 298.98
Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $4.1M 78k 52.69
Tesla Stock Call Option (TSLA) 0.1 $4.1M 4.2k 984.87
Ishares Msci Acwi Index Fund Etf (ACWI) 0.1 $4.0M 38k 105.77
Graftech Intl Stock (EAF) 0.1 $4.0M 338k 11.83
Eastern Bankshares Stock (EBC) 0.1 $4.0M 197k 20.17
Ishares Russell 1000 Growth Etf Etf (IWF) 0.1 $4.0M 13k 305.62
Pgt Innovations Stock (PGTI) 0.1 $3.9M 173k 22.49

Past Filings by Congress Wealth Management LLC / DE /

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