Congress Wealth Management LLC / DE / »

Pimco Exch Traded Fund shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Pimco Exch Traded Fund (LDUR) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Pimco Exch Traded Fund

Tip: Access up to 7 years of quarterly data

All positions including Pimco Exch Traded Fund 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 Pimco Exch Traded Fund by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.0M 11k 95.83
2025-03-31 $1.0M 11k 95.94

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 Pimco Exch Traded Fund

CWM
Advocacy Wealth Management Services
Wells Fargo & Company
LPL Financial
TD Capital Management
Morgan Stanley
Jpmorgan Chase & Co
Kelly Financial Group
Beacon Capital Management
O'Connor Financial Group
Envestnet Asset Management
UBS Group
Wealth Enhancement Advisory Services
Astor Investment Management
Resources Investment Advisors

View all funds holding Pimco Exch Traded Fund