Congress Wealth Management LLC / De /
CIK Number: 0001904976
Main Sectors:
Top Industries:
Filing Date: May 14, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | 237.88 | -0.76% | 1.76M | +122.07% | 390.42M | 211.09 | 4.68% | Share |
| 2 | XLK | Technology Sele... | 264.85 | +0.76% | 1M | +0.91% | 207.14M | 168.36 | 2.48% | Share |
| 3 | MSFT | Microsoft Corpo... | 498.20 | +0.65% | 411.87K | +38.26% | 155.52M | 382.68 | 1.86% | Share |
| 4 | XLF | Financial Selec... | 53.10 | +0.06% | 2.86M | -0.1% | 142.63M | 39.13 | 1.71% | Share |
| 5 | NVDA | NVIDIA Corporat... | 168.31 | +0.77% | 1.12M | +28.16% | 121.95M | 48.35 | 1.46% | Share |
| 6 | RSP | Invesco S&P 500... | 188.38 | -0.03% | 679.53K | +0.96% | 117.73M | 178.97 | 1.41% | Share |
| 7 | JMBS | Janus Henderson... | 45.72 | +0.36% | 2.55M | +24.07% | 115.38M | 48.1 | 1.38% | Share |
| 8 | XLC | Communication S... | 114.86 | +0.15% | 1M | -1.05% | 96.67M | 70.07 | 1.16% | Share |
| 9 | JSI | Janus Detroit S... | 52.58 | -0.49% | 1.61M | +57.97% | 84.34M | 51.72 | 1.01% | Share |
| 10 | KO | The Coca-Cola C... | 67.45 | -0.74% | 1.15M | -10.72% | 82.3M | 60.3 | 0.99% | Share |
| 11 | META | Meta Platforms,... | 752.30 | -0.02% | 138.33K | +24.39% | 79.89M | 487.24 | 0.96% | Share |
| 12 | AVEM | Avantis Emergin... | 72.77 | +0.94% | 1.3M | -1.2% | 78.46M | 54.74 | 0.94% | Share |
| 13 | SPTI | SPDR Portfolio ... | 29.04 | +0.16% | 2.57M | -12.67% | 73.53M | 28.94 | 0.88% | Share |
| 14 | XLV | Health Care Sel... | 137.82 | -0.06% | 496.4K | +45.30% | 72.48M | 140.76 | 0.87% | Share |
| 15 | BRK-B | Berkshire Hatha... | 493.77 | -1.2% | 129.32K | +102.55% | 68.67M | 474.74 | 0.82% | Share |
| 16 | AMZN | Amazon.com, Inc... | 235.84 | +1.51% | 357.48K | +35.69% | 68.31M | 174.8 | 0.82% | Share |
| 17 | GLDM | SPDR Gold MiniS... | 72.00 | +1.15% | 1.1M | -2.5% | 67.83M | 38.62 | 0.81% | Share |
| 18 | SPTL | SPDR Portfolio ... | 27.05 | +1.08% | 2.47M | -1.55% | 67.25M | 29 | 0.81% | Share |
| 19 | VIG | Vanguard Divide... | 212.71 | +0.35% | 335.49K | +1.62% | 65.09M | 197.69 | 0.78% | Share |
| 20 | V | Visa Inc. | 342.43 | -0.23% | 185.04K | +18.50% | 64.8M | 248.61 | 0.78% | Share |
| 21 | CAFX | Congress Interm... | 25.19 | +0.14% | 2.49M | +11.29% | 61.68M | 24.97 | 0.74% | Share |
| 22 | KBWB | Invesco KBW Ban... | 76.50 | -0.07% | 955.84K | -2.07% | 60M | 55.03 | 0.72% | Share |
| 23 | JPM | JPMorgan Chase ... | 293.24 | -0.39% | 242.76K | +25.64% | 59.61M | 181.86 | 0.71% | Share |
| 24 | COST | Costco Wholesal... | 971.85 | +0.87% | 62.75K | +11.05% | 59.28M | 618.53 | 0.71% | Share |
| 25 | LLY | Eli Lilly and C... | 738.59 | +1.56% | 69.68K | +43.36% | 57.81M | 568.23 | 0.69% | Share |
| 26 | MBS | Angel Oak Mortg... | 8.71 | +0.11% | 6.59M | +100.00% | 57.22M | 8.68 | 0.69% | Share |
| 27 | GOOGL | Alphabet Inc. | 234.04 | -0.41% | 359.8K | +22.27% | 55.88M | 156.47 | 0.67% | Share |
| 28 | VYM | Vanguard High D... | 139.63 | +0.06% | 424.49K | +11.07% | 54.76M | 128.03 | 0.66% | Share |
| 29 | XLP | Consumer Staple... | 80.57 | -0.37% | 620.79K | +68.16% | 50.7M | 76.29 | 0.61% | Share |
| 30 | XLE | Energy Select S... | 87.18 | -0.21% | 510.01K | +4.58% | 47.66M | 57.99 | 0.57% | Share |
| 31 | IJH | iShares Core S&... | 66.06 | +0.02% | 801.25K | +2.13% | 46.77M | 61.17 | 0.56% | Share |
| 32 | IJR | iShares Core S&... | 118.94 | -0.16% | 435.1K | +10.01% | 45.57M | 114.3 | 0.55% | Share |
| 33 | SPSM | SPDR Portfolio ... | 46.36 | -0.11% | 1.11M | -36.74% | 45.42M | 37.86 | 0.54% | Share |
| 34 | VUG | Vanguard Growth... | 465.62 | +0.65% | 119.84K | +306.94% | 45.26M | 350.03 | 0.54% | Share |
| 35 | EFA | iShares MSCI EA... | 92.72 | +1.02% | 550.73K | -2.51% | 45.01M | 77.4 | 0.54% | Share |
| 36 | IYW | iShares U.S. Te... | 184.26 | +0.78% | 318.54K | -3.74% | 44.74M | 115.67 | 0.54% | Share |
| 37 | VONG | Vanguard Russel... | 116.26 | +0.56% | 481.06K | -0.47% | 44.61M | 68.72 | 0.53% | Share |
| 38 | PAVE | Global X U.S. I... | 46.60 | -0.08% | 1.17M | -31.08% | 44.29M | 29.58 | 0.53% | Share |
| 39 | VTIP | Vanguard Short-... | 50.74 | +0.04% | 870.07K | +1.74% | 43.42M | 49.3 | 0.52% | Share |
| 40 | XLY | Consumer Discre... | 236.10 | +0.42% | 216.51K | -29.33% | 42.75M | 206 | 0.51% | Share |
| 41 | CTAS | Cintas Corporat... | 202.78 | -0.84% | 207.31K | +1.06% | 42.6M | 129.51 | 0.51% | Share |
| 42 | HD | The Home Depot,... | 420.08 | +0.27% | 115.98K | +9.14% | 42.5M | 394.67 | 0.51% | Share |
| 43 | SPY | SPDR S&P 500 ET... | 648.84 | +0.25% | 74.17K | +2.76% | 41.54M | 510.76 | 0.50% | Share |
| 44 | AVGO | Broadcom Inc. | 345.65 | +3.21% | 246.17K | +93.21% | 41.35M | 129.31 | 0.50% | Share |
| 45 | XOM | Exxon Mobil Cor... | 109.87 | +0.59% | 347.45K | +51.96% | 41.15M | 113.93 | 0.49% | Share |
| 46 | GOOG | Alphabet Inc. | 234.16 | -0.43% | 249.61K | +45.40% | 39.39M | 164.67 | 0.47% | Share |
| 47 | FJP | First Trust Jap... | 66.79 | +1.71% | 718.43K | -0.74% | 39.38M | 46.46 | 0.47% | Share |
| 48 | XLRE | The Real Estate... | 41.90 | -0.66% | 937.99K | +1.66% | 39.25M | 44.68 | 0.47% | Share |
| 49 | VOO | Vanguard S&P 50... | 596.54 | +0.27% | 76.2K | +9.20% | 39.19M | 448.32 | 0.47% | Share |
| 50 | TJX | The TJX Compani... | 140.83 | +1.13% | 321.18K | +6.95% | 39.09M | 100.45 | 0.47% | Share |
| 51 | QQQ | Invesco QQQ Tru... | 578.87 | +0.49% | 78.35K | +8.73% | 36.82M | 473.53 | 0.44% | Share |
| 52 | VTV | Vanguard Value ... | 182.26 | -0.16% | 209.93K | +84.33% | 36.35M | 155.82 | 0.44% | Share |
| 53 | LGLV | SPDR SSGA US La... | 177.33 | +0.02% | 206.63K | -2.19% | 35.96M | 133.59 | 0.43% | Share |
| 54 | ETN | Eaton Corporati... | 349.59 | +0.16% | 127.62K | +2.76% | 34.73M | 230.66 | 0.42% | Share |
| 55 | SPBO | SPDR Portfolio ... | 29.62 | +0.30% | 1.14M | -0.38% | 33.12M | 28.98 | 0.40% | Share |
| 56 | DGS | WisdomTree Emer... | 57.86 | +1.15% | 680.7K | +4.44% | 32.88M | 53.39 | 0.39% | Share |
| 57 | EZU | iShares MSCI Eu... | 60.22 | +0.96% | 604.55K | -0.68% | 32.19M | 46.46 | 0.39% | Share |
| 58 | TPL | Texas Pacific L... | 911.46 | +2.50% | 24.09K | +100.00% | 31.92M | 1324.99 | 0.38% | Share |
| 59 | XLI | Industrial Sele... | 151.28 | +0.23% | 234.46K | +2.70% | 30.74M | 105.91 | 0.37% | Share |
| 60 | GS | The Goldman Sac... | 741.86 | +0.49% | 55.91K | +5.09% | 30.58M | 334.46 | 0.37% | Share |
| 61 | SCHX | Schwab U.S. Lar... | 25.71 | +0.21% | 1.36M | -0.07% | 30.08M | 18.58 | 0.36% | Share |
| 62 | MLM | Martin Marietta... | 627.06 | +0.71% | 62.85K | +1.66% | 30.05M | 451.03 | 0.36% | Share |
| 63 | JNJ | Johnson & Johns... | 178.15 | -0.16% | 178.72K | +46.62% | 29.57M | 161.14 | 0.35% | Share |
| 64 | OLLI | Ollie's Bargain... | 132.36 | -0.78% | 253.13K | -3.44% | 29.45M | 104.94 | 0.35% | Share |
| 65 | VHT | Vanguard Health... | 256.79 | -0.08% | 110.87K | +43.82% | 29.43M | 264.74 | 0.35% | Share |
| 66 | VZ | Verizon Communi... | 43.32 | -2.39% | 642.2K | +27.95% | 28.99M | 44.58 | 0.35% | Share |
| 67 | ASIA | Matthews Pacifi... | 31.57 | +1.40% | 1.11M | +0.57% | 28.97M | 28.18 | 0.35% | Share |
| 68 | DMBS | Doubleline Etf ... | 49.91 | +0.43% | 584.49K | +6.01% | 28.67M | 49.19 | 0.34% | Share |
| 69 | PH | Parker-Hannifin... | 760.66 | +0.28% | 46.35K | +1.19% | 28.18M | 590.33 | 0.34% | Share |
| 70 | ALL | The Allstate Co... | 200.38 | -0.57% | 133.34K | -1.05% | 27.61M | 151.7 | 0.33% | Share |
| 71 | ECL | Ecolab Inc. | 275.44 | +0.69% | 107.63K | +3.33% | 27.29M | 237.75 | 0.33% | Share |
| 72 | CVX | Chevron Corpora... | 154.09 | +0.28% | 160.99K | +20.73% | 26.9M | 140.69 | 0.32% | Share |
| 73 | MRK | Merck & Co., In... | 84.11 | -0.71% | 294.54K | +27.43% | 26.51M | 95.2 | 0.32% | Share |
| 74 | IWF | iShares Russell... | 451.87 | +0.57% | 73.38K | -3.21% | 26.49M | 295.09 | 0.32% | Share |
| 75 | CSCO | Cisco Systems, ... | 66.88 | -0.03% | 429.22K | +11.57% | 26.47M | 56.6 | 0.32% | Share |
| 76 | VONV | Vanguard Russel... | 88.42 | -0.02% | 319.42K | +1.35% | 26.36M | 66.9 | 0.32% | Share |
| 77 | EWJ | iShares MSCI Ja... | 80.97 | +2.26% | 384.48K | +0.43% | 26.36M | 65.91 | 0.32% | Share |
| 78 | ORLY | O'Reilly Automo... | 106.40 | +1.49% | 18.3K | +28.38% | 26.21M | 900.65 | 0.31% | Share |
| 79 | MCD | McDonald's Corp... | 312.87 | -0.48% | 83.77K | +18.57% | 26.15M | 271.57 | 0.31% | Share |
| 80 | PG | The Procter & G... | 159.07 | -0.59% | 150.24K | +46.33% | 25.49M | 163.9 | 0.31% | Share |
| 81 | HWM | Howmet Aerospac... | 179.50 | +0.73% | 193.01K | +2.96% | 25.04M | 79.81 | 0.30% | Share |
| 82 | AJG | Arthur J. Galla... | 299.23 | +0.02% | 72.2K | +4.23% | 24.92M | 242.05 | 0.30% | Share |
| 83 | FLGB | Franklin FTSE U... | 32.02 | +0.28% | 867.12K | -1.13% | 24.85M | 25.37 | 0.30% | Share |
| 84 | CAT | Caterpillar Inc... | 423.00 | -0.02% | 74.67K | +23.13% | 24.65M | 265.97 | 0.30% | Share |
| 85 | BSX | Boston Scientif... | 108.16 | +0.88% | 241.29K | +2.51% | 24.34M | 58.35 | 0.29% | Share |
| 86 | EUFN | iShares MSCI Eu... | 33.55 | +0.72% | 843.54K | -30.06% | 24.03M | 18.78 | 0.29% | Share |
| 87 | AMGN | Amgen Inc. | 280.19 | -1.22% | 76.96K | +5.48% | 23.99M | 254.75 | 0.29% | Share |
| 88 | ISRG | Intuitive Surgi... | 470.00 | +0.67% | 48.31K | +7.17% | 23.93M | 298.08 | 0.29% | Share |
| 89 | TSCO | Tractor Supply ... | 60.09 | -0.71% | 433.26K | +5.07% | 23.87M | 52.05 | 0.29% | Share |
| 90 | FTEC | Fidelity MSCI I... | 209.64 | +0.78% | 147.93K | +0.11% | 23.86M | 173.62 | 0.29% | Share |
| 91 | FMB | First Trust Man... | 50.46 | +0.45% | 465.46K | -0.25% | 23.47M | 53.49 | 0.28% | Share |
| 92 | NFLX | Netflix, Inc. | 1244.76 | +0.08% | 24.53K | +29.61% | 22.92M | 714.62 | 0.27% | Share |
| 93 | VGT | Vanguard Inform... | 704.52 | +0.82% | 40.89K | +710.97% | 22.78M | 539.96 | 0.27% | Share |
| 94 | SYK | Stryker Corpora... | 393.34 | +0.26% | 61.12K | +18.47% | 22.76M | 286.08 | 0.27% | Share |
| 95 | ABBV | AbbVie Inc. | 209.94 | -1.23% | 106.88K | +9.57% | 22.39M | 160.24 | 0.27% | Share |
| 96 | NOW | ServiceNow, Inc... | 939.98 | +2.86% | 28K | +2.13% | 22.3M | 583.96 | 0.27% | Share |
| 97 | FNCL | Fidelity MSCI F... | 75.78 | +0.19% | 318.68K | -0.69% | 22.15M | 56.19 | 0.27% | Share |
| 98 | ADI | Analog Devices,... | 248.98 | +0.77% | 107.31K | +7.84% | 21.65M | 194.31 | 0.26% | Share |
| 99 | IEFA | iShares Core MS... | 86.74 | +1.04% | 283.12K | +3.42% | 21.42M | 74.34 | 0.26% | Share |
| 100 | NEE | NextEra Energy,... | 69.78 | -1.57% | 300.47K | +6.95% | 21.29M | 84.95 | 0.26% | Share |
| 101 | ORCL | Oracle Corporat... | 238.50 | +2.45% | 150.77K | +15.00% | 21.26M | 126.56 | 0.25% | Share |
| 102 | ANET | Arista Networks... | 140.07 | -1.94% | 270.23K | -0.12% | 20.94M | 110.53 | 0.25% | Share |
| 103 | LRN | Stride, Inc. | 164.34 | +2.25% | 161.46K | +89.51% | 20.42M | 105.85 | 0.24% | Share |
| 104 | DELL | Dell Technologi... | 123.00 | -1.47% | 223.26K | +9.29% | 20.36M | 113.32 | 0.24% | Share |
| 105 | UYLD | Angel Oak Ultra... | 51.22 | +0.02% | 398.29K | +8.12% | 20.35M | 50.89 | 0.24% | Share |
| 106 | CRM | Salesforce, Inc... | 252.32 | +0.62% | 75.25K | +13.18% | 20.22M | 285.17 | 0.24% | Share |
| 107 | PANW | Palo Alto Netwo... | 197.38 | +1.50% | 117K | +9.72% | 20.03M | 166.04 | 0.24% | Share |
| 108 | BR | Broadridge Fina... | 253.45 | +0.97% | 82.47K | +6.77% | 19.97M | 184.68 | 0.24% | Share |
| 109 | CMG | Chipotle Mexica... | 39.65 | -3.45% | 397.64K | +29.86% | 19.96M | 55.96 | 0.24% | Share |
| 110 | LIN | Linde plc | 474.63 | +1.09% | 42.67K | +8.63% | 19.86M | 368.65 | 0.24% | Share |
| 111 | ACN | Accenture plc | 255.61 | +0.26% | 63.4K | +25.97% | 19.77M | 378.61 | 0.24% | Share |
| 112 | PEN | Penumbra, Inc. | 285.87 | +1.57% | 72.82K | -8.83% | 19.47M | 187.47 | 0.23% | Share |
| 113 | DVY | iShares Select ... | 141.06 | -0.48% | 144.41K | +4.43% | 19.39M | 134.96 | 0.23% | Share |
| 114 | IVV | iShares Core S&... | 652.09 | +0.25% | 34.36K | -18.37% | 19.37M | 536.17 | 0.23% | Share |
| 115 | MA | Mastercard Inco... | 586.91 | +0.46% | 35.28K | +55.26% | 19.32M | 483.75 | 0.23% | Share |
| 116 | CPRT | Copart, Inc. | 48.75 | +0.37% | 339.05K | -2.69% | 19.17M | 37.64 | 0.23% | Share |
| 117 | VWO | Vanguard Emergi... | 52.48 | +0.98% | 422.1K | +3.11% | 19.11M | 45.56 | 0.23% | Share |
| 118 | PNC | The PNC Financi... | 203.86 | -0.26% | 107.69K | +2.86% | 18.93M | 170.6 | 0.23% | Share |
| 119 | VTI | Vanguard Total ... | 320.51 | +0.30% | 66.88K | +9.52% | 18.42M | 278.86 | 0.22% | Share |
| 120 | HALO | Halozyme Therap... | 75.85 | +1.23% | 280.74K | +22.19% | 17.91M | 54.96 | 0.21% | Share |
| 121 | CYBR | CyberArk Softwa... | 468.80 | +1.30% | 52.24K | +188.97% | 17.66M | 287.02 | 0.21% | Share |
| 122 | VBR | Vanguard Small ... | 210.59 | -0.17% | 94.13K | +44.10% | 17.55M | 170.47 | 0.21% | Share |
| 123 | COP | ConocoPhillips | 91.41 | -1.66% | 166.9K | +15.33% | 17.51M | 81.33 | 0.21% | Share |
| 124 | IWD | iShares Russell... | 201.53 | -0.03% | 92.89K | +0.86% | 17.4M | 155.76 | 0.21% | Share |
| 125 | CME | CME Group Inc. | 262.58 | +0.24% | 65.16K | -0.16% | 17.29M | 220.22 | 0.21% | Share |
| 126 | WMB | The Williams Co... | 56.88 | -0.56% | 285.91K | +2.1K% | 17.09M | 59.5 | 0.20% | Share |
| 127 | UBER | Uber Technologi... | 94.35 | +3.69% | 233.36K | +704.72% | 17.01M | 69.94 | 0.20% | Share |
| 128 | VCIT | Vanguard Interm... | 84.15 | +0.19% | 207.47K | +4.13K% | 16.92M | 81.79 | 0.20% | Share |
| 129 | MCO | Moody's Corpora... | 507.88 | +1.77% | 36.31K | +10.56% | 16.91M | 368.32 | 0.20% | Share |
| 130 | SPSC | SPS Commerce, I... | 110.48 | -0.11% | 126.21K | -8.53% | 16.75M | 143.85 | 0.20% | Share |
| 131 | CW | Curtiss-Wright ... | 483.76 | +0.43% | 52.54K | -5.56% | 16.67M | 290.12 | 0.20% | Share |
| 132 | VRTX | Vertex Pharmace... | 395.25 | -0.22% | 34.11K | +25.91% | 16.55M | 468.55 | 0.20% | Share |
| 133 | EPD | Enterprise Prod... | 31.48 | -0.6% | 482.86K | +4.45% | 16.48M | 29.17 | 0.20% | Share |
| 134 | SNPS | Synopsys, Inc. | 609.08 | +1.83% | 38.26K | +2.97% | 16.41M | 382.45 | 0.20% | Share |
| 135 | UNH | UnitedHealth Gr... | 320.56 | +1.64% | 31.14K | +44.34% | 16.27M | 516.85 | 0.20% | Share |
| 136 | CARY | Angel Oak Incom... | 21.02 | +0.24% | 777.79K | +0.72% | 16.15M | 20.37 | 0.19% | Share |
| 137 | CL | Colgate-Palmoli... | 84.22 | -1.07% | 171.16K | +7.60% | 16.02M | 85.74 | 0.19% | Share |
| 138 | JPST | JPMorgan Ultra-... | 50.65 | +0.02% | 312.62K | +1.26K% | 15.82M | 50.63 | 0.19% | Share |
| 139 | EOG | EOG Resources, ... | 117.66 | -0.23% | 122.84K | -0.65% | 15.75M | 95.69 | 0.19% | Share |
| 140 | BKR | Baker Hughes Co... | 45.64 | +0.13% | 353.53K | +5.06% | 15.54M | 41.16 | 0.19% | Share |
| 141 | BRO | Brown & Brown, ... | 95.38 | +0.62% | 125.78K | -11.29% | 15.34M | 72.87 | 0.18% | Share |
| 142 | BMY | Bristol-Myers S... | 46.72 | -0.89% | 250.47K | +49.67% | 15.28M | 53.14 | 0.18% | Share |
| 143 | TEL | TE Connectivity... | 207.88 | -0.41% | 106.32K | -0.9% | 15.03M | 150.99 | 0.18% | Share |
| 144 | VEA | Vanguard Develo... | 59.54 | +0.98% | 294.83K | +10.03% | 14.99M | 45.83 | 0.18% | Share |
| 145 | CVLT | Commvault Syste... | 183.96 | +2.79% | 94.29K | +6.06% | 14.88M | 132.85 | 0.18% | Share |
| 146 | CGXU | Capital Group I... | 28.49 | +0.96% | 588.41K | +100.00% | 14.8M | 24.48 | 0.18% | Share |
| 147 | CASY | Casey's General... | 521.50 | +3.14% | 34.06K | -15.78% | 14.79M | 372.97 | 0.18% | Share |
| 148 | TTD | The Trade Desk,... | 52.03 | -0.08% | 268.94K | +44.09% | 14.72M | 73.26 | 0.18% | Share |
| 149 | GDX | VanEck Gold Min... | 67.19 | +1.28% | 314.18K | +7.03% | 14.44M | 34.52 | 0.17% | Share |
| 150 | TMO | Thermo Fisher S... | 487.83 | -0.97% | 28.96K | +67.60% | 14.43M | 569.73 | 0.17% | Share |