HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SELECT SECTOR SPDR TR (XLK) |
910,061 | -12,430 | $158,223 |
| XLK | 910,061 | -12,430 | $158,223 |
| JANUS DETROIT STR TR |
2,805,244 | +58,000 | $128,368 |
| JMBS | 2,805,244 | +58,000 | $128,368 |
| ISHARES TR (TLH) |
1,070,992 | +6,394 | $118,634 |
| TLH | 1,070,992 | +6,394 | $118,634 |
| SPDR SER TR (SPTI) |
3,940,079 | +291,139 | $111,465 |
| SPTI | 3,940,079 | +291,139 | $111,465 |
| APPLE INC |
478,028 | +4,712 | $92,704 |
| AAPL | 478,028 | +4,712 | $92,704 |
| SELECT SECTOR SPDR TR (XLE) |
1,112,835 | +4,814 | $90,329 |
| XLE | 1,112,835 | +4,814 | $90,329 |
| ISHARES INC (EZU) |
1,794,744 | +224,628 | $82,235 |
| EZU | 1,794,744 | +224,628 | $82,235 |
| GLOBAL X FDS |
2,539,111 | +27,226 | $79,804 |
| PAVE | 2,539,111 | +27,226 | $79,804 |
| SELECT SECTOR SPDR TR (XLV) |
581,715 | -171,502 | $77,211 |
| XLV | 581,715 | -171,502 | $77,211 |
| WORLD GOLD TR |
1,813,154 | -12,374 | $69,063 |
| GLDM | 1,813,154 | -12,374 | $69,063 |
| SELECT SECTOR SPDR TR (XLC) |
971,477 | +240,833 | $63,224 |
| XLC | 971,477 | +240,833 | $63,224 |
| COCA COLA CO |
1,036,896 | +102 | $62,442 |
| KO | 1,036,896 | +102 | $62,442 |
| AMERICAN CENTY ETF TR (AVEM) |
1,130,893 | +15,772 | $60,853 |
| AVEM | 1,130,893 | +15,772 | $60,853 |
| SPDR SER TR (SPSM) |
1,565,049 | +55,796 | $60,787 |
| SPSM | 1,565,049 | +55,796 | $60,787 |
| MICROSOFT CORP |
163,454 | +58 | $55,663 |
| MSFT | 163,454 | +58 | $55,663 |
| SELECT SECTOR SPDR TR (XLF) |
1,635,408 | -16,911 | $55,130 |
| XLF | 1,635,408 | -16,911 | $55,130 |
| SPDR SER TR (SPBO) |
1,606,525 | -35,105 | $46,388 |
| SPBO | 1,606,525 | -35,105 | $46,388 |
| SELECT SECTOR SPDR TR (XLY) |
262,412 | -182,985 | $44,560 |
| XLY | 262,412 | -182,985 | $44,560 |
| ISHARES INC (EWJ) |
696,962 | +20,558 | $43,142 |
| EWJ | 696,962 | +20,558 | $43,142 |
| NVIDIA CORPORATION |
96,907 | -1,927 | $40,994 |
| NVDA | 96,907 | -1,927 | $40,994 |
| FRANKLIN TEMPLETON ETF TR (FLGB) |
1,552,696 | -26,863 | $37,909 |
| FLGB | 1,552,696 | -26,863 | $37,909 |
| ISHARES TR (IYW) |
347,538 | -12,687 | $37,837 |
| IYW | 347,538 | -12,687 | $37,837 |
| HONEYWELL INTL INC |
181,986 | -44,313 | $37,762 |
| HON | 181,986 | -44,313 | $37,762 |
| SELECT SECTOR SPDR TR (XLI) |
344,278 | +2,006 | $36,948 |
| XLI | 344,278 | +2,006 | $36,948 |
| ISHARES TR (EFA) |
569,748 | -12,716 | $36,659 |
| EFA | 569,748 | -12,716 | $36,659 |
| JANUS DETROIT STR TR |
734,756 | -11,035 | $36,628 |
| JAAA | 734,756 | -11,035 | $36,628 |
| FIRST TR EXCH TRADED FD III (FMB) |
688,575 | -317,179 | $34,897 |
| FMB | 688,575 | -317,179 | $34,897 |
| FIRST TR EXCH TRD ALPHDX FD (FJP) |
720,575 | +276,341 | $34,571 |
| FJP | 720,575 | +276,341 | $34,571 |
| COSTCO WHSL CORP NEW |
58,496 | +522 | $31,493 |
| COST | 58,496 | +522 | $31,493 |
| SCHWAB STRATEGIC TR |
572,919 | -31,051 | $30,004 |
| SCHX | 572,919 | -31,051 | $30,004 |
| DARDEN RESTAURANTS INC |
176,870 | +2,089 | $29,552 |
| DRI | 176,870 | +2,089 | $29,552 |
| VISA INC |
118,767 | +890 | $28,205 |
| V | 118,767 | +890 | $28,205 |
| SPS COMM INC |
139,237 | -4,323 | $26,742 |
| SPSC | 139,237 | -4,323 | $26,742 |
| HOME DEPOT INC |
85,282 | +1,035 | $26,492 |
| HD | 85,282 | +1,035 | $26,492 |
| MARTIN MARIETTA MATLS INC |
56,423 | +21,702 | $26,051 |
| MLM | 56,423 | +21,702 | $26,051 |
| ACCENTURE PLC IRELAND |
84,390 | +649 | $26,041 |
| ACN | 84,390 | +649 | $26,041 |
| UNITEDHEALTH GROUP INC |
54,103 | +375 | $26,004 |
| UNH | 54,103 | +375 | $26,004 |
| JPMORGAN CHASE & CO |
169,907 | -794 | $24,711 |
| JPM | 169,907 | -794 | $24,711 |
| ISHARES TR (EUFN) |
1,198,632 | +15,842 | $22,990 |
| EUFN | 1,198,632 | +15,842 | $22,990 |
| PAYCOM SOFTWARE INC |
71,291 | -234 | $22,902 |
| PAYC | 71,291 | -234 | $22,902 |
| SPDR SER TR (XBI) |
270,691 | +198,923 | $22,522 |
| XBI | 270,691 | +198,923 | $22,522 |
| ISHARES TR (PFF) |
704,637 | -15,936 | $21,794 |
| PFF | 704,637 | -15,936 | $21,794 |
| CHEVRON CORP NEW |
132,955 | +4,730 | $20,921 |
| CVX | 132,955 | +4,730 | $20,921 |
| VANGUARD WORLD FDS (VHT) |
82,246 | -3,053 | $20,136 |
| VHT | 82,246 | -3,053 | $20,136 |
| ALPHABET INC |
166,026 | +827 | $19,873 |
| GOOGL | 166,026 | +827 | $19,873 |
| CME GROUP INC |
106,141 | +791 | $19,667 |
| CME | 106,141 | +791 | $19,667 |
| VANGUARD INDEX FDS (VOO) |
47,224 | -2,364 | $19,234 |
| VOO | 47,224 | -2,364 | $19,234 |
| MONOLITHIC PWR SYS INC |
35,443 | +119 | $19,148 |
| MPWR | 35,443 | +119 | $19,148 |
| AMAZON COM INC |
146,498 | +3,329 | $19,098 |
| AMZN | 146,498 | +3,329 | $19,098 |
| ISHARES TR (IEFA) |
280,028 | -7,561 | $18,902 |
| IEFA | 280,028 | -7,561 | $18,902 |
See Full List: All Stocks Held By Congress Wealth Management LLC DE
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Congress Wealth Management LLC DE
|
Size ($ 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 |
