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Congress Wealth Management LLC DE  Top Holdings
As of  06/30/2022, 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
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
TECHNOLOGY SELECT SECTOR SPDR (XLK) 1,183,787 +32,095 $150,483
     XLK1,183,787+32,095$150,483
ISHARES 7 10 YR TREASURY BOND ETF (IEF) 1,092,718 +78,452 $111,785
     IEF1,092,718+78,452$111,785
HEALTH CARE SELECT SECTOR SPDR (XLV) 865,689 +378,022 $111,016
     XLV865,689+378,022$111,016
JANUS HENDERSON MORTGAGE BACKED SECURITIES ETF (JMBS) 2,244,002 +463,311 $107,622
     JMBS2,244,002+463,311$107,622
SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF (SPTI) 2,751,671 +2,751,671 $81,093
     SPTI2,751,671+2,751,671$81,093
ENERGY SELECT SECTOR SPDR (XLE) 1,092,395 -113,326 $78,118
     XLE1,092,395-113,326$78,118
FINANCIAL SELECT SECTOR SPDR (XLF) 2,346,896 +46,933 $73,810
     XLF2,346,896+46,933$73,810
CONSUMER STAPLES SELECT SECTOR SPDR (XLP) 1,002,344 -6,231 $72,349
     XLP1,002,344-6,231$72,349
SPDR GOLD MINISHARES TRUST (GLDM) 1,850,606 +20,116 $66,399
     GLDM1,850,606+20,116$66,399
COCA COLA CO COM 1,038,522 -862 $65,333
     KO1,038,522-862$65,333
APPLE INC 457,986 -10,999 $62,602
     AAPL457,986-10,999$62,602
GRANITESHARES BLOOMBERG COMMODITY BROAD STRATEGY NO K 1 ETF (COMB) 1,915,526 -183,632 $58,002
     COMB1,915,526-183,632$58,002
FIRST TRUST UTILITIES ALPHADEX FUND (FXU) 1,731,029 +295,830 $55,929
     FXU1,731,029+295,830$55,929
FRANKLIN FTSE UNITED KINGDOM ETF (FLGB) 2,272,926 +1,971 $50,663
     FLGB2,272,926+1,971$50,663
CONSUMER DISCRETIONARY SEL SECTOR SPDR FD (XLY) 350,320 +837 $48,162
     XLY350,320+837$48,162
ISHARES MSCI EAFE ETF (EFA) 807,221 -54,432 $46,447
     EFA807,221-54,432$46,447
ISHARES 20 YR TREASURY ETF (TLT) 386,740 -65,473 $44,424
     TLT386,740-65,473$44,424
MICROSOFT 158,259 -3,573 $40,645
     MSFT158,259-3,573$40,645
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF (PAVE) 1,774,693 -538,911 $40,410
     PAVE1,774,693-538,911$40,410
ISHARES MSCI JAPAN ETF (EWJ) 630,447 -55,648 $33,306
     EWJ630,447-55,648$33,306
ISHARES INC MSCI EMUINDEX FD (EZU) 911,061 -558,025 $33,117
     EZU911,061-558,025$33,117
INDUSTRIAL SELECT SECTOR SPDR (XLI) 359,610 +5,038 $31,409
     XLI359,610+5,038$31,409
ISHARES DJ US TECHNOLOGY (IYW) 377,141 -651 $30,153
     IYW377,141-651$30,153
SPDR PORTFOLIO CORPORATE BOND ETF (SPBO) 985,197 +929,522 $29,133
     SPBO985,197+929,522$29,133
COSTCO WHOLESALE CORP 57,691 +286 $27,650
     COST57,691+286$27,650
COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND (XLC) 501,745 -212,226 $27,229
     XLC501,745-212,226$27,229
JPMORGAN MUNICIPAL ETF (JMUB) 540,673 +540,673 $26,985
     JMUB540,673+540,673$26,985
SCHWAB U.S. LARGE CAP ETF (SCHX) 601,031 +40,054 $26,842
     SCHX601,031+40,054$26,842
UNITEDHEALTH GROUP 52,091 -2,802 $26,756
     UNH52,091-2,802$26,756
ISHARES S&P U.S. PREFERRED STOCK ETF (PFF) 811,093 +24,858 $26,668
     PFF811,093+24,858$26,668
MATERIALS SELECT SECTOR SPDR (XLB) 358,258 -2,588 $26,368
     XLB358,258-2,588$26,368
ISHARES INC MSCI PACIFIC EX JAPAN (EPP) 622,678 -2,870 $25,928
     EPP622,678-2,870$25,928
FIRST TRUST MANAGED MUNICIPAL ETF (FMB) 500,397 -511,612 $25,325
     FMB500,397-511,612$25,325
JANUS HENDERSON AAA CLO ETF (JAAA) 509,550 -149,565 $24,989
     JAAA509,550-149,565$24,989
HOME DEPOT 79,135 -26 $21,705
     HD79,135-26$21,705
VISA INC 109,716 +486 $21,602
     V109,716+486$21,602
ACCENTURE LTD BERMUDA CL A 77,512 -474 $21,521
     ACN77,512-474$21,521
ISHARES CORE MSCI EAFE ETF (IEFA) 356,585 -33,785 $20,986
     IEFA356,585-33,785$20,986
VANGUARD HEALTH CARE ETF (VHT) 86,205 -120 $20,301
     VHT86,205-120$20,301
GOOGLE INC 9,077 -56 $19,782
     GOOGL9,077-56$19,782
FIRST REPUBLIC BANK 135,985 +1,601 $19,609
     FRC135,985+1,601$19,609
BLACKROCK ULTRA SHORT TERM BOND ETF (ICSH) 389,005 -50,928 $19,466
     ICSH389,005-50,928$19,466
HORIZON THERAPEUTICS PUB L SHS 243,148 -9,522 $19,394
     HZNP243,148-9,522$19,394
CHICAGO MERCANTILE HLDGS INC 94,162 +966 $19,274
     CME94,162+966$19,274
ISHARES S&P 500 INDEX (IVV) 50,297 -155 $19,071
     IVV50,297-155$19,071
ZOETIS INC COM CL A 108,472 -1,889 $18,645
     ZTS108,472-1,889$18,645
JPMORGAN CHASE & CO COM 165,421 -3,947 $18,628
     JPM165,421-3,947$18,628
PAYCOM SOFTWARE INC COM 66,021 +1,904 $18,495
     PAYC66,021+1,904$18,495
SPS COMM INC COM 159,672 -7,055 $18,050
     SPSC159,672-7,055$18,050
CHEVRON CORP NEW COM 118,713 +29,282 $17,186
     CVX118,713+29,282$17,186

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 06/30/2022: $3,914,746
At 03/31/2022: $4,575,822

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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