Congress Wealth Management LLC / DE / »

Putnam Focused Large Cap Value Etf shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of Putnam Focused Large Cap Value Etf (PVAL) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in Putnam Focused Large Cap Value Etf

Tip: Access up to 7 years of quarterly data

All positions including Putnam Focused Large Cap Value Etf 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 Putnam Focused Large Cap Value Etf by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $390k 9.7k 40.23
2025-03-31 $476k 13k 38.19

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 Putnam Focused Large Cap Value Etf

Cullen Frost Bankers
Morgan Stanley
Cetera Investment Advisers
Commonwealth Equity Services
UBS Group
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
CWM
Stifel Financial
Amplius Wealth Advisors
Opal Wealth Advisors
Allegheny Financial Group
Modern Wealth Management
HighTower Advisors
Cambridge Investment Research Advisors

View all funds holding Putnam Focused Large Cap Value Etf