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Profesionally Managed Portfo shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Profesionally Managed Portfo (CAML) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Profesionally Managed Portfo

Tip: Access up to 7 years of quarterly data

All positions including Profesionally Managed Portfo held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Profesionally Managed Portfo by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $5.7M 155k 36.67
2025-03-31 $4.3M 135k 31.81
2024-12-31 $3.5M 104k 33.95

More positions owned by Congress Wealth Management LLC / DE /

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Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr Financial (XLF)
Meta Platforms Cl A (META)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Janus Detroit Str Tr Henderson Securi (JSI)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Select Sector Spdr Tr Communication (XLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)
Visa Com Cl A (V)

View all positions for Congress Wealth Management LLC / DE /

Top funds holding Profesionally Managed Portfo

Hantz Financial Services
Advisor Group Holdings
Congress Wealth Management LLC / DE /
Congress Asset Management
Skopos Labs
Goldman Sachs Group
Advyzon Investment Management
Susquehanna International
UBS Group
Jpmorgan Chase & Co
Morgan Stanley
CWM

View all funds holding Profesionally Managed Portfo