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shares owned by Congress Wealth Management LLC / DE /

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

Historical chart of Congress Wealth Management LLC / DE / investment in

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All positions including 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 by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $121k 20k 6.07
2025-03-31 $107k 22k 4.87
2024-12-31 $288k 55k 5.23
2024-09-30 $139k 30k 4.64

More positions owned by Congress Wealth Management LLC / DE /

Vanguard Index Fds Total Stk Mkt (VTI)
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

BlackRock
Essex Investment Management
Vanguard Group
Bard Associates
Acadian Asset Management
Creative Planning
Geode Capital Management
Dimensional Fund Advisors
Arrowstreet Capital, Limited Partnership
Renaissance Technologies
Susquehanna International
Legato Capital Management
Pembroke Management
Perkins Capital Management
State Street Corporation

View all funds holding