
Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
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910,061 | -12,430 | $158,223 |
XLK | 910,061 | -12,430 | $158,223 |
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2,805,244 | +58,000 | $128,368 |
JMBS | 2,805,244 | +58,000 | $128,368 |
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1,070,992 | +6,394 | $118,634 |
TLH | 1,070,992 | +6,394 | $118,634 |
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3,940,079 | +291,139 | $111,465 |
SPTI | 3,940,079 | +291,139 | $111,465 |
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478,028 | +4,712 | $92,704 |
AAPL | 478,028 | +4,712 | $92,704 |
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1,112,835 | +4,814 | $90,329 |
XLE | 1,112,835 | +4,814 | $90,329 |
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1,794,744 | +224,628 | $82,235 |
EZU | 1,794,744 | +224,628 | $82,235 |
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2,539,111 | +27,226 | $79,804 |
PAVE | 2,539,111 | +27,226 | $79,804 |
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581,715 | -171,502 | $77,211 |
XLV | 581,715 | -171,502 | $77,211 |
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1,813,154 | -12,374 | $69,063 |
GLDM | 1,813,154 | -12,374 | $69,063 |
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971,477 | +240,833 | $63,224 |
XLC | 971,477 | +240,833 | $63,224 |
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1,036,896 | +102 | $62,442 |
KO | 1,036,896 | +102 | $62,442 |
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1,130,893 | +15,772 | $60,853 |
AVEM | 1,130,893 | +15,772 | $60,853 |
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1,565,049 | +55,796 | $60,787 |
SPSM | 1,565,049 | +55,796 | $60,787 |
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163,454 | +58 | $55,663 |
MSFT | 163,454 | +58 | $55,663 |
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1,635,408 | -16,911 | $55,130 |
XLF | 1,635,408 | -16,911 | $55,130 |
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1,606,525 | -35,105 | $46,388 |
SPBO | 1,606,525 | -35,105 | $46,388 |
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262,412 | -182,985 | $44,560 |
XLY | 262,412 | -182,985 | $44,560 |
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696,962 | +20,558 | $43,142 |
EWJ | 696,962 | +20,558 | $43,142 |
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96,907 | -1,927 | $40,994 |
NVDA | 96,907 | -1,927 | $40,994 |
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1,552,696 | -26,863 | $37,909 |
FLGB | 1,552,696 | -26,863 | $37,909 |
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347,538 | -12,687 | $37,837 |
IYW | 347,538 | -12,687 | $37,837 |
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181,986 | -44,313 | $37,762 |
HON | 181,986 | -44,313 | $37,762 |
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344,278 | +2,006 | $36,948 |
XLI | 344,278 | +2,006 | $36,948 |
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569,748 | -12,716 | $36,659 |
EFA | 569,748 | -12,716 | $36,659 |
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734,756 | -11,035 | $36,628 |
JAAA | 734,756 | -11,035 | $36,628 |
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688,575 | -317,179 | $34,897 |
FMB | 688,575 | -317,179 | $34,897 |
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720,575 | +276,341 | $34,571 |
FJP | 720,575 | +276,341 | $34,571 |
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58,496 | +522 | $31,493 |
COST | 58,496 | +522 | $31,493 |
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572,919 | -31,051 | $30,004 |
SCHX | 572,919 | -31,051 | $30,004 |
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176,870 | +2,089 | $29,552 |
DRI | 176,870 | +2,089 | $29,552 |
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118,767 | +890 | $28,205 |
V | 118,767 | +890 | $28,205 |
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139,237 | -4,323 | $26,742 |
SPSC | 139,237 | -4,323 | $26,742 |
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85,282 | +1,035 | $26,492 |
HD | 85,282 | +1,035 | $26,492 |
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56,423 | +21,702 | $26,051 |
MLM | 56,423 | +21,702 | $26,051 |
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84,390 | +649 | $26,041 |
ACN | 84,390 | +649 | $26,041 |
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54,103 | +375 | $26,004 |
UNH | 54,103 | +375 | $26,004 |
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169,907 | -794 | $24,711 |
JPM | 169,907 | -794 | $24,711 |
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1,198,632 | +15,842 | $22,990 |
EUFN | 1,198,632 | +15,842 | $22,990 |
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71,291 | -234 | $22,902 |
PAYC | 71,291 | -234 | $22,902 |
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270,691 | +198,923 | $22,522 |
XBI | 270,691 | +198,923 | $22,522 |
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704,637 | -15,936 | $21,794 |
PFF | 704,637 | -15,936 | $21,794 |
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132,955 | +4,730 | $20,921 |
CVX | 132,955 | +4,730 | $20,921 |
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82,246 | -3,053 | $20,136 |
VHT | 82,246 | -3,053 | $20,136 |
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166,026 | +827 | $19,873 |
GOOGL | 166,026 | +827 | $19,873 |
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106,141 | +791 | $19,667 |
CME | 106,141 | +791 | $19,667 |
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47,224 | -2,364 | $19,234 |
VOO | 47,224 | -2,364 | $19,234 |
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35,443 | +119 | $19,148 |
MPWR | 35,443 | +119 | $19,148 |
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146,498 | +3,329 | $19,098 |
AMZN | 146,498 | +3,329 | $19,098 |
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280,028 | -7,561 | $18,902 |
IEFA | 280,028 | -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
![]() 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 |