HoldingsChannel.com
Congress Wealth Management LLC DE  Top Holdings
As of  06/30/2023, below is a summary of the Congress Wealth Management LLC DE top holdings by largest position size, as per the latest 13f filing made by Congress Wealth Management LLC DE . In the Congress Wealth Management LLC DE -top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Congress Wealth Management LLC DE in that top holding, then the share count change between reporting periods, and finally the Congress Wealth Management LLC DE top holding position size for that row.

   EntityAmountChange
 03/31/2023 to 06/30/2023
Position Size
($ in 1000's)
SELECT SECTOR SPDR TR (XLK) 910,061 -12,430 $158,223
     XLK910,061-12,430$158,223
JANUS DETROIT STR TR 2,805,244 +58,000 $128,368
     JMBS2,805,244+58,000$128,368
ISHARES TR (TLH) 1,070,992 +6,394 $118,634
     TLH1,070,992+6,394$118,634
SPDR SER TR (SPTI) 3,940,079 +291,139 $111,465
     SPTI3,940,079+291,139$111,465
APPLE INC 478,028 +4,712 $92,704
     AAPL478,028+4,712$92,704
SELECT SECTOR SPDR TR (XLE) 1,112,835 +4,814 $90,329
     XLE1,112,835+4,814$90,329
ISHARES INC (EZU) 1,794,744 +224,628 $82,235
     EZU1,794,744+224,628$82,235
GLOBAL X FDS 2,539,111 +27,226 $79,804
     PAVE2,539,111+27,226$79,804
SELECT SECTOR SPDR TR (XLV) 581,715 -171,502 $77,211
     XLV581,715-171,502$77,211
WORLD GOLD TR 1,813,154 -12,374 $69,063
     GLDM1,813,154-12,374$69,063
SELECT SECTOR SPDR TR (XLC) 971,477 +240,833 $63,224
     XLC971,477+240,833$63,224
COCA COLA CO 1,036,896 +102 $62,442
     KO1,036,896+102$62,442
AMERICAN CENTY ETF TR (AVEM) 1,130,893 +15,772 $60,853
     AVEM1,130,893+15,772$60,853
SPDR SER TR (SPSM) 1,565,049 +55,796 $60,787
     SPSM1,565,049+55,796$60,787
MICROSOFT CORP 163,454 +58 $55,663
     MSFT163,454+58$55,663
SELECT SECTOR SPDR TR (XLF) 1,635,408 -16,911 $55,130
     XLF1,635,408-16,911$55,130
SPDR SER TR (SPBO) 1,606,525 -35,105 $46,388
     SPBO1,606,525-35,105$46,388
SELECT SECTOR SPDR TR (XLY) 262,412 -182,985 $44,560
     XLY262,412-182,985$44,560
ISHARES INC (EWJ) 696,962 +20,558 $43,142
     EWJ696,962+20,558$43,142
NVIDIA CORPORATION 96,907 -1,927 $40,994
     NVDA96,907-1,927$40,994
FRANKLIN TEMPLETON ETF TR (FLGB) 1,552,696 -26,863 $37,909
     FLGB1,552,696-26,863$37,909
ISHARES TR (IYW) 347,538 -12,687 $37,837
     IYW347,538-12,687$37,837
HONEYWELL INTL INC 181,986 -44,313 $37,762
     HON181,986-44,313$37,762
SELECT SECTOR SPDR TR (XLI) 344,278 +2,006 $36,948
     XLI344,278+2,006$36,948
ISHARES TR (EFA) 569,748 -12,716 $36,659
     EFA569,748-12,716$36,659
JANUS DETROIT STR TR 734,756 -11,035 $36,628
     JAAA734,756-11,035$36,628
FIRST TR EXCH TRADED FD III (FMB) 688,575 -317,179 $34,897
     FMB688,575-317,179$34,897
FIRST TR EXCH TRD ALPHDX FD (FJP) 720,575 +276,341 $34,571
     FJP720,575+276,341$34,571
COSTCO WHSL CORP NEW 58,496 +522 $31,493
     COST58,496+522$31,493
SCHWAB STRATEGIC TR 572,919 -31,051 $30,004
     SCHX572,919-31,051$30,004
DARDEN RESTAURANTS INC 176,870 +2,089 $29,552
     DRI176,870+2,089$29,552
VISA INC 118,767 +890 $28,205
     V118,767+890$28,205
SPS COMM INC 139,237 -4,323 $26,742
     SPSC139,237-4,323$26,742
HOME DEPOT INC 85,282 +1,035 $26,492
     HD85,282+1,035$26,492
MARTIN MARIETTA MATLS INC 56,423 +21,702 $26,051
     MLM56,423+21,702$26,051
ACCENTURE PLC IRELAND 84,390 +649 $26,041
     ACN84,390+649$26,041
UNITEDHEALTH GROUP INC 54,103 +375 $26,004
     UNH54,103+375$26,004
JPMORGAN CHASE & CO 169,907 -794 $24,711
     JPM169,907-794$24,711
ISHARES TR (EUFN) 1,198,632 +15,842 $22,990
     EUFN1,198,632+15,842$22,990
PAYCOM SOFTWARE INC 71,291 -234 $22,902
     PAYC71,291-234$22,902
SPDR SER TR (XBI) 270,691 +198,923 $22,522
     XBI270,691+198,923$22,522
ISHARES TR (PFF) 704,637 -15,936 $21,794
     PFF704,637-15,936$21,794
CHEVRON CORP NEW 132,955 +4,730 $20,921
     CVX132,955+4,730$20,921
VANGUARD WORLD FDS (VHT) 82,246 -3,053 $20,136
     VHT82,246-3,053$20,136
ALPHABET INC 166,026 +827 $19,873
     GOOGL166,026+827$19,873
CME GROUP INC 106,141 +791 $19,667
     CME106,141+791$19,667
VANGUARD INDEX FDS (VOO) 47,224 -2,364 $19,234
     VOO47,224-2,364$19,234
MONOLITHIC PWR SYS INC 35,443 +119 $19,148
     MPWR35,443+119$19,148
AMAZON COM INC 146,498 +3,329 $19,098
     AMZN146,498+3,329$19,098
ISHARES TR (IEFA) 280,028 -7,561 $18,902
     IEFA280,028-7,561$18,902

See Full List: All Stocks Held By Congress Wealth Management LLC DE
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Congress Wealth Management LLC DE

Size ($ in 1000's)
At 06/30/2023: $4,313,544
At 03/31/2023: $4,147,706

Congress Wealth Management LLC DE holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Congress Wealth Management LLC DE 13F filings. Link to 13F filings: SEC filings

Congress Wealth Management LLC DE Top Holdings 13F Filings | www.HoldingsChannel.com

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