Congress Wealth Management LLC / DE / »

Premier shares owned by Congress Wealth Management LLC / DE /

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

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

Tip: Access up to 7 years of quarterly data

All positions including Premier 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 Premier by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.1M 49k 21.93
2025-03-31 $505k 26k 19.28
2024-12-31 $545k 26k 21.20
2024-09-30 $1.0M 51k 20.00

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 Premier

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
American Century Companies
Geode Capital Management
Morgan Stanley
Charles Schwab Investment Management
Goldman Sachs Group
LSV Asset Management
Bank of New York Mellon
Allianz Asset Management
Northern Trust
Bridgeway Capital Management
Brandes Investment Partners

View all funds holding Premier