Congress Wealth Management LLC / DE / »

Bny Mellon High Yield Strate sh ben int shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Bny Mellon High Yield Strate sh ben int (DHF) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Bny Mellon High Yield Strate sh ben int

Tip: Access up to 7 years of quarterly data

All positions including Bny Mellon High Yield Strate sh ben int 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

Quarterly reported holdings in Bny Mellon High Yield Strate sh ben int by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $34k 13k 2.60
2025-03-31 $33k 13k 2.55

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 Bny Mellon High Yield Strate sh ben int

Pathstone Holdings
Sit Investment Associates
Morgan Stanley
Hennion & Walsh Asset Management
Invesco
Allspring Global Investments Holdings
1607 Capital Partners
Advisors Asset Management
Envestnet Asset Management
LPL Financial
Park Avenue Securities
Fiera Capital Corporation
Cetera Investment Advisers
Wela Strategies
Melfa Wealth Management

View all funds holding Bny Mellon High Yield Strate sh ben int