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Size ($ in 1000's)
At 03/31/2024: $5,790,258
At 12/31/2023: $5,445,114
Congress Wealth Management LLC DE holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Congress Wealth Management LLC DE 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Congress Wealth Management LLC DE top holdings by largest position size, as per the latest 13f filing made by Congress Wealth Management LLC DE .
In the Congress Wealth Management LLC DE -top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Congress Wealth Management LLC DE in that top holding, then the share count change between reporting periods, and finally the Congress Wealth Management LLC DE top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| GOLDMAN SACHS GROUP INC |
652,380 |
-930 |
$272,493 | | GS | 652,380 | -930 | $272,493 | | SELECT SECTOR SPDR TR (XLK) |
1,027,311 |
+7,946 |
$213,958 | | XLK | 1,027,311 | +7,946 | $213,958 | | JANUS DETROIT STR TR |
3,298,122 |
+160,916 |
$148,745 | | JMBS | 3,298,122 | +160,916 | $148,745 | | SELECT SECTOR SPDR TR (XLF) |
2,880,327 |
+810,107 |
$121,319 | | XLF | 2,880,327 | +810,107 | $121,319 | | SPDR SER TR (SPTL) |
3,847,338 |
+39,985 |
$107,495 | | SPTL | 3,847,338 | +39,985 | $107,495 | | SELECT SECTOR SPDR TR (XLV) |
685,689 |
+245,066 |
$101,297 | | XLV | 685,689 | +245,066 | $101,297 | | SPDR SER TR (SPTI) |
3,513,213 |
+140,327 |
$99,002 | | SPTI | 3,513,213 | +140,327 | $99,002 | | GLOBAL X FDS |
2,408,055 |
-548,267 |
$95,865 | | PAVE | 2,408,055 | -548,267 | $95,865 | | SELECT SECTOR SPDR TR (XLC) |
1,126,550 |
-5,912 |
$91,994 | | XLC | 1,126,550 | -5,912 | $91,994 | | APPLE INC |
524,160 |
-108,895 |
$89,883 | | AAPL | 524,160 | -108,895 | $89,883 | | SPDR SER TR (SPSM) |
1,861,406 |
+3,508 |
$80,115 | | SPSM | 1,861,406 | +3,508 | $80,115 | | NVIDIA CORPORATION |
83,509 |
-8,059 |
$75,456 | | NVDA | 83,509 | -8,059 | $75,456 | | MICROSOFT CORP |
173,639 |
-14,319 |
$73,055 | | MSFT | 173,639 | -14,319 | $73,055 | | SELECT SECTOR SPDR TR (XLE) |
732,209 |
-364,352 |
$69,128 | | XLE | 732,209 | -364,352 | $69,128 | | WORLD GOLD TR |
1,524,178 |
+6,985 |
$67,140 | | GLDM | 1,524,178 | +6,985 | $67,140 | | AMERICAN CENTY ETF TR (AVEM) |
1,141,702 |
-281,039 |
$66,173 | | AVEM | 1,141,702 | -281,039 | $66,173 | | COCA COLA CO |
1,041,333 |
-172,485 |
$63,709 | | KO | 1,041,333 | -172,485 | $63,709 | | VANGUARD SCOTTSDALE FDS (VONG) |
595,154 |
+2,408 |
$51,582 | | VONG | 595,154 | +2,408 | $51,582 | | ISHARES INC (EZU) |
998,099 |
-1,119 |
$50,963 | | EZU | 998,099 | -1,119 | $50,963 | | ISHARES TR (IWF) |
148,289 |
-8,737 |
$49,981 | | IWF | 148,289 | -8,737 | $49,981 | | SPDR SER TR (LGLV) |
313,947 |
+466 |
$48,894 | | LGLV | 313,947 | +466 | $48,894 | | ISHARES TR (EFA) |
603,774 |
-26,886 |
$48,217 | | EFA | 603,774 | -26,886 | $48,217 | | ISHARES INC (EWJ) |
672,444 |
-5,860 |
$47,979 | | EWJ | 672,444 | -5,860 | $47,979 | | ISHARES TR (IYW) |
336,467 |
-14,592 |
$45,443 | | IYW | 336,467 | -14,592 | $45,443 | | SELECT SECTOR SPDR TR (XLI) |
359,803 |
-2,176 |
$45,321 | | XLI | 359,803 | -2,176 | $45,321 | | COSTCO WHSL CORP NEW |
55,974 |
-5,216 |
$41,009 | | COST | 55,974 | -5,216 | $41,009 | | FIRST TR EXCH TRD ALPHDX FD (FJP) |
716,958 |
+3,650 |
$39,526 | | FJP | 716,958 | +3,650 | $39,526 | | JANUS DETROIT STR TR |
762,611 |
+762,611 |
$39,373 | | JSI | 762,611 | +762,611 | $39,373 | | HOME DEPOT INC |
95,189 |
+1,843 |
$36,515 | | HD | 95,189 | +1,843 | $36,515 | | EATON CORP PLC |
116,384 |
+39,653 |
$36,391 | | ETN | 116,384 | +39,653 | $36,391 | | VISA INC |
128,218 |
+268 |
$35,783 | | V | 128,218 | +268 | $35,783 | | FIRST TR EXCH TRADED FD III (FMB) |
693,046 |
+17,916 |
$35,595 | | FMB | 693,046 | +17,916 | $35,595 | | MARTIN MARIETTA MATLS INC |
57,388 |
-310 |
$35,233 | | MLM | 57,388 | -310 | $35,233 | | CINTAS CORP |
49,484 |
+13,173 |
$33,997 | | CTAS | 49,484 | +13,173 | $33,997 | | ISHARES TR (IWD) |
188,516 |
+5,021 |
$33,765 | | IWD | 188,516 | +5,021 | $33,765 | | SPDR SER TR (SPBO) |
1,137,452 |
+15,287 |
$33,111 | | SPBO | 1,137,452 | +15,287 | $33,111 | | AMAZON COM INC |
181,561 |
-8,422 |
$32,750 | | AMZN | 181,561 | -8,422 | $32,750 | | JPMORGAN CHASE & CO |
157,385 |
-9,671 |
$31,524 | | JPM | 157,385 | -9,671 | $31,524 | | DARDEN RESTAURANTS INC |
186,056 |
+1,579 |
$31,099 | | DRI | 186,056 | +1,579 | $31,099 | | ACCENTURE PLC IRELAND |
88,355 |
+218 |
$30,625 | | ACN | 88,355 | +218 | $30,625 | | VANGUARD SCOTTSDALE FDS (VONV) |
386,008 |
-2,542 |
$30,356 | | VONV | 386,008 | -2,542 | $30,356 | | META PLATFORMS INC |
62,486 |
+15,949 |
$30,342 | | META | 62,486 | +15,949 | $30,342 | | ELI LILLY & CO |
38,576 |
+2,212 |
$30,011 | | LLY | 38,576 | +2,212 | $30,011 | | SCHWAB STRATEGIC TR |
475,949 |
-5,475 |
$29,537 | | SCHX | 475,949 | -5,475 | $29,537 | | SELECT SECTOR SPDR TR (XLP) |
367,627 |
+47,144 |
$28,072 | | XLP | 367,627 | +47,144 | $28,072 | | ISHARES TR (EUFN) |
1,230,375 |
+16,657 |
$27,979 | | EUFN | 1,230,375 | +16,657 | $27,979 | | HONEYWELL INTL INC |
132,684 |
-51,866 |
$27,233 | | HON | 132,684 | -51,866 | $27,233 | | ALPHABET INC |
179,973 |
-36,120 |
$27,163 | | GOOGL | 179,973 | -36,120 | $27,163 | | TJX COS INC NEW |
263,604 |
+149,815 |
$26,735 | | TJX | 263,604 | +149,815 | $26,735 | | STERIS PLC |
115,916 |
+44,288 |
$26,060 | | STE | 115,916 | +44,288 | $26,060 |
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
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