Congress Wealth Management LLC / De /
CIK Number: 0001904976
8.34B
Market Value
861
# of Holdings
6 months
Avg. Holding Period
33.58%
Win Rate
20.55%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | XLK | Technology Sele... | 242.79 | +1.51% | 994K | -2.21% | 231.13M | 168.01 | 3.18% |
| 2 | AAPL | Apple Inc. | 198.10 | +0.84% | 792.77K | +9.91% | 198.53M | 197.61 | 2.73% |
| 3 | XLF | Financial Selec... | 50.48 | +1.03% | 2.87M | -1.59% | 138.52M | 39.13 | 1.90% |
| 4 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 297.9K | -6.94% | 125.57M | 385.46 | 1.73% |
| 5 | RSP | Invesco S&P 500... | 178.89 | +0.87% | 673.04K | +0.82% | 117.94M | 179.03 | 1.62% |
| 6 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 872.86K | -1.1% | 117.22M | 31.45 | 1.61% |
| 7 | XLC | Communication S... | 104.25 | +1.62% | 1.01M | -2.41% | 98.06M | 70.07 | 1.35% |
| 8 | JMBS | Janus Henderson... | 44.35 | -0.15% | 2.06M | -34.21% | 90.9M | 48.8 | 1.25% |
| 9 | SPTI | SPDR Portfolio ... | 28.39 | -0.16% | 2.95M | -4.38% | 82.14M | 28.94 | 1.13% |
| 10 | KO | The Coca-Cola C... | 70.46 | -0.79% | 1.29M | +14.27% | 80.17M | 60.3 | 1.10% |
| 11 | SPSM | SPDR Portfolio ... | 41.84 | +0.88% | 1.76M | -1.83% | 79.12M | 37.86 | 1.09% |
| 12 | AVEM | Avantis Emergin... | 67.99 | +1.19% | 1.32M | -0.14% | 77.59M | 54.74 | 1.07% |
| 13 | PAVE | Global X U.S. I... | 42.34 | +0.89% | 1.7M | -2.91% | 68.83M | 29.58 | 0.95% |
| 14 | XLY | Consumer Discre... | 213.86 | +1.00% | 306.34K | +134.97% | 68.73M | 206 | 0.94% |
| 15 | SPTL | SPDR Portfolio ... | 25.82 | -0.79% | 2.51M | -0.7% | 65.63M | 29 | 0.90% |
| 16 | META | Meta Platforms,... | 701.33 | +2.70% | 111.21K | -18.99% | 65.11M | 465.51 | 0.90% |
| 17 | VIG | Vanguard Divide... | 200.94 | +0.24% | 330.14K | +0.41% | 64.65M | 197.75 | 0.89% |
| 18 | KBWB | Invesco KBW Ban... | 66.45 | +1.33% | 976.01K | -1.37% | 63.78M | 55.03 | 0.88% |
| 19 | GLDM | SPDR Gold MiniS... | 67.05 | -1.36% | 1.12M | -1.84% | 58.45M | 38.62 | 0.80% |
| 20 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 263.45K | -4.75% | 57.8M | 169.28 | 0.79% |
| 21 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 294.27K | +40.58% | 55.71M | 156.88 | 0.77% |
| 22 | CAFX | Congress Interm... | 24.78 | +0.04% | 2.24M | +17.26% | 54.64M | 24.99 | 0.75% |
| 23 | JSI | Janus Detroit S... | 52.13 | 0.00% | 1.02M | +8.14% | 52.84M | 51.36 | 0.73% |
| 24 | IYW | iShares U.S. Te... | 165.75 | +1.52% | 330.92K | +1.74% | 52.79M | 115.67 | 0.73% |
| 25 | COST | Costco Wholesal... | 984.10 | -0.62% | 56.5K | -4.43% | 51.77M | 582.37 | 0.71% |
| 26 | MBB | iShares MBS ETF | 92.42 | -0.14% | 558.8K | +838.64% | 51.23M | 93.06 | 0.70% |
| 27 | VONG | Vanguard Russel... | 105.52 | +1.06% | 483.34K | +0.35% | 49.93M | 68.72 | 0.69% |
| 28 | V | Visa Inc. | 355.07 | +0.63% | 156.16K | -6.51% | 49.35M | 229.77 | 0.68% |
| 29 | IJH | iShares Core S&... | 60.66 | +0.67% | 784.51K | +0.80% | 48.88M | 61.24 | 0.67% |
| 30 | VYM | Vanguard High D... | 131.03 | +0.37% | 382.2K | +1.50% | 48.76M | 127.93 | 0.67% |
| 31 | XLV | Health Care Sel... | 135.62 | -0.38% | 341.63K | -48.74% | 47M | 138.39 | 0.65% |
| 32 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 193.22K | -0.41% | 46.32M | 165.6 | 0.64% |
| 33 | IJR | iShares Core S&... | 106.86 | +0.53% | 395.52K | +1.16% | 45.57M | 115.28 | 0.63% |
| 34 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 564.89K | -1.34% | 42.71M | 77.4 | 0.59% |
| 35 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 72.18K | +20.08% | 42.3M | 509.42 | 0.58% |
| 36 | XLE | Energy Select S... | 87.77 | -0.37% | 487.67K | -1.01% | 41.77M | 56.36 | 0.57% |
| 37 | VTIP | Vanguard Short-... | 49.93 | -0.04% | 855.22K | +2.13% | 41.41M | 49.29 | 0.57% |
| 38 | HD | The Home Depot,... | 353.06 | -0.45% | 106.27K | +2.07% | 41.34M | 397.25 | 0.57% |
| 39 | ETN | Eaton Corporati... | 337.96 | +4.42% | 124.19K | +2.16% | 41.22M | 229.52 | 0.57% |
| 40 | VOO | Vanguard 500 In... | 553.40 | +0.84% | 69.77K | +6.89% | 37.6M | 442.28 | 0.52% |
| 41 | XLRE | The Real Estate... | 41.88 | -0.01% | 922.71K | -1.81% | 37.53M | 44.72 | 0.52% |
| 42 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 48.61K | +1.88% | 37.53M | 456.51 | 0.52% |
| 43 | CTAS | Cintas Corporat... | 222.25 | +0.12% | 205.14K | +1.19% | 37.48M | 128.7 | 0.52% |
| 44 | FJP | First Trust Jap... | 59.16 | +0.28% | 723.8K | +1.37% | 37.41M | 46.46 | 0.51% |
| 45 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 72.06K | +5.35% | 36.84M | 473.94 | 0.51% |
| 46 | TJX | The TJX Compani... | 124.16 | +0.20% | 300.31K | -3.02% | 36.28M | 98.97 | 0.50% |
| 47 | LGLV | SPDR SSGA US La... | 173.25 | +0.01% | 211.26K | -0.45% | 34.9M | 133.59 | 0.48% |
| 48 | SPBO | SPDR Portfolio ... | 28.75 | -0.12% | 1.15M | +1.49% | 32.8M | 28.98 | 0.45% |
| 49 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 171.68K | -28.42% | 32.69M | 168.5 | 0.45% |
| 50 | MLM | Martin Marietta... | 542.09 | -0.07% | 61.82K | +0.70% | 31.93M | 450.58 | 0.44% |
| 51 | DGS | WisdomTree Emer... | 54.67 | +0.94% | 651.79K | +1.72% | 31.89M | 53.62 | 0.44% |
| 52 | HON | Honeywell Inter... | 223.91 | -0.17% | 141.13K | +90.76% | 31.88M | 209.39 | 0.44% |
| 53 | SCHX | Schwab U.S. Lar... | 23.83 | +0.87% | 1.36M | +201.02% | 31.58M | 18.58 | 0.43% |
| 54 | GS | The Goldman Sac... | 626.86 | +2.17% | 53.2K | -21.22% | 30.46M | 323.68 | 0.42% |
| 55 | IWF | iShares Russell... | 409.82 | +1.05% | 75.81K | +26.42% | 30.44M | 295.09 | 0.42% |
| 56 | XLI | Industrial Sele... | 143.49 | +0.59% | 228.29K | -3.53% | 30.08M | 105.23 | 0.41% |
| 57 | ANET | Arista Networks... | 95.01 | +2.88% | 270.55K | +100.00% | 29.9M | 110.53 | 0.41% |
| 58 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 127.41K | +5.21% | 29.54M | 93.77 | 0.41% |
| 59 | PH | Parker-Hannifin... | 660.76 | +1.02% | 45.81K | +67.77% | 29.14M | 590.12 | 0.40% |
| 60 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 27.42K | +1.54% | 29.07M | 579.45 | 0.40% |
| 61 | XLP | Consumer Staple... | 81.17 | +0.25% | 369.17K | +0.12% | 29.02M | 72.63 | 0.40% |
| 62 | ASIA | Matthews Intern... | 28.78 | +1.69% | 1.11M | +0.97% | 28.94M | 28.19 | 0.40% |
| 63 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 63.85K | -25.35% | 28.94M | 415.42 | 0.40% |
| 64 | OLLI | Ollie's Bargain... | 120.80 | +5.52% | 262.16K | +137.70% | 28.77M | 104.94 | 0.40% |
| 65 | EZU | iShares MSCI Eu... | 58.26 | -1.25% | 608.71K | -36.63% | 28.73M | 46.46 | 0.39% |
| 66 | EUFN | iShares MSCI Eu... | 31.11 | -1.13% | 1.21M | +0.16% | 28.1M | 18.78 | 0.39% |
| 67 | FTEC | Fidelity MSCI I... | 188.34 | +1.53% | 147.77K | +12.95% | 27.32M | 173.63 | 0.38% |
| 68 | DMBS | Doubleline Etf ... | 48.32 | -0.21% | 551.34K | +9.75% | 26.52M | 49.2 | 0.36% |
| 69 | ALL | The Allstate Co... | 199.28 | +0.18% | 134.75K | -28.27% | 25.98M | 151.7 | 0.36% |
| 70 | EWJ | iShares MSCI Ja... | 73.14 | -0.63% | 382.82K | -0.51% | 25.69M | 65.89 | 0.35% |
| 71 | VONV | Vanguard Russel... | 83.79 | +0.54% | 315.15K | +0.17% | 25.61M | 66.68 | 0.35% |
| 72 | SPSC | SPS Commerce, I... | 134.51 | -0.22% | 137.97K | -3.89% | 25.39M | 143.85 | 0.35% |
| 73 | XLB | Materials Selec... | 88.05 | +0.77% | 296.62K | +100.00% | 24.96M | 84.14 | 0.34% |
| 74 | IVV | iShares Core S&... | 603.05 | +0.54% | 42.1K | +105.83% | 24.78M | 536.17 | 0.34% |
| 75 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 228.64K | -32.08% | 24.6M | 111.33 | 0.34% |
| 76 | ECL | Ecolab Inc. | 266.18 | +0.75% | 104.15K | +1.21% | 24.41M | 237.22 | 0.34% |
| 77 | SFM | Sprouts Farmers... | 160.38 | +1.56% | 191.23K | +64.60% | 24.3M | 74.63 | 0.33% |
| 78 | FMB | First Trust Man... | 49.73 | +0.04% | 466.65K | -2.16% | 23.8M | 53.49 | 0.33% |
| 79 | DELL | Dell Technologi... | 113.59 | +3.68% | 204.28K | +4.03K% | 23.54M | 115.38 | 0.32% |
| 80 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 45.07K | +1.48% | 23.53M | 283.93 | 0.32% |
| 81 | MRK | Merck & Co., In... | 80.88 | -1.02% | 231.14K | -3.87% | 22.99M | 96.7 | 0.32% |
| 82 | FLGB | Franklin FTSE U... | 31.07 | +0.13% | 877K | -0.21% | 22.97M | 25.37 | 0.32% |
| 83 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 384.71K | -13.41% | 22.77M | 56 | 0.31% |
| 84 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 66.49K | -2.6% | 22.23M | 287.38 | 0.31% |
| 85 | FNCL | Fidelity MSCI F... | 71.16 | +1.09% | 320.91K | +0.77% | 22.04M | 56.19 | 0.30% |
| 86 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 60.64K | +2.81% | 22M | 251.2 | 0.30% |
| 87 | TTD | The Trade Desk,... | 70.17 | +3.25% | 186.65K | -17.27% | 21.94M | 81.44 | 0.30% |
| 88 | TSCO | Tractor Supply ... | 51.63 | +0.17% | 412.35K | +414.95% | 21.88M | 51.89 | 0.30% |
| 89 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 131.11K | -1.49% | 21.85M | 124.57 | 0.30% |
| 90 | ADI | Analog Devices,... | 231.43 | +2.84% | 99.51K | -16.73% | 21.14M | 193.73 | 0.29% |
| 91 | BSX | Boston Scientif... | 101.47 | +1.73% | 235.39K | +5.99% | 21.02M | 57.29 | 0.29% |
| 92 | DECK | Deckers Outdoor... | 103.68 | +2.17% | 101.47K | -16.49% | 20.61M | 52.48 | 0.28% |
| 93 | HWM | Howmet Aerospac... | 171.31 | +0.06% | 187.46K | +1.88% | 20.5M | 78.33 | 0.28% |
| 94 | MCD | McDonald's Corp... | 295.94 | -1.98% | 70.64K | -2.05% | 20.48M | 263.99 | 0.28% |
| 95 | PNC | The PNC Financi... | 174.97 | +0.92% | 104.69K | -39.98% | 20.19M | 170.45 | 0.28% |
| 96 | NEE | NextEra Energy,... | 73.71 | -1.43% | 280.94K | -10.27% | 20.14M | 85.93 | 0.28% |
| 97 | VZ | Verizon Communi... | 42.42 | -1.37% | 501.9K | -4.11% | 20.07M | 44.36 | 0.28% |
| 98 | CPRT | Copart, Inc. | 48.33 | -0.55% | 348.43K | -5.01% | 20M | 37.64 | 0.27% |
| 99 | CW | Curtiss-Wright ... | 469.86 | -0.73% | 55.63K | -0.57% | 19.74M | 290.12 | 0.27% |
| 100 | AJG | Arthur J. Galla... | 315.92 | -0.23% | 69.27K | +2.81% | 19.66M | 237.68 | 0.27% |
| 101 | EME | EMCOR Group, In... | 485.27 | +1.54% | 43.26K | -3.9% | 19.63M | 154.29 | 0.27% |
| 102 | VHT | Vanguard Health... | 249.38 | -0.36% | 77.09K | -2.54% | 19.56M | 264.75 | 0.27% |
| 103 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 106.64K | +116.74% | 19.4M | 165.59 | 0.27% |
| 104 | CVX | Chevron Corpora... | 146.06 | +0.10% | 133.34K | +0.59% | 19.31M | 135.17 | 0.27% |
| 105 | VTV | Vanguard Value ... | 174.03 | +0.37% | 113.89K | +0.84% | 19.28M | 141.56 | 0.27% |
| 106 | IEFA | iShares Core MS... | 81.91 | -1.35% | 273.75K | -3.53% | 19.24M | 74.29 | 0.26% |
| 107 | AMGN | Amgen Inc. | 295.12 | -0.03% | 72.97K | +7.54% | 19.02M | 251.64 | 0.26% |
| 108 | INTU | Intuit Inc. | 767.56 | +1.80% | 30.21K | +1.97% | 18.99M | 619.72 | 0.26% |
| 109 | PEN | Penumbra, Inc. | 261.37 | +1.90% | 79.87K | -0.73% | 18.97M | 187.47 | 0.26% |
| 110 | UYLD | Angel Oak Ultra... | 51.13 | +0.02% | 368.38K | +43.18% | 18.81M | 50.88 | 0.26% |
| 111 | SYK | Stryker Corpora... | 376.80 | -0.13% | 51.59K | +2.82% | 18.58M | 270.17 | 0.26% |
| 112 | CMG | Chipotle Mexica... | 52.55 | +4.61% | 306.2K | +2.31% | 18.46M | 57.68 | 0.25% |
| 113 | DVY | iShares Select ... | 130.55 | -0.49% | 138.28K | +2.18% | 18.16M | 134.99 | 0.25% |
| 114 | RJF | Raymond James F... | 148.32 | +1.85% | 116.21K | -2.34% | 18.05M | 100.57 | 0.25% |
| 115 | SNPS | Synopsys, Inc. | 478.94 | +0.02% | 37.16K | +0.52% | 18.04M | 381.07 | 0.25% |
| 116 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 409.37K | +2.00% | 18.03M | 45.56 | 0.25% |
| 117 | SHW | The Sherwin-Wil... | 335.16 | -0.21% | 52.85K | +0.69% | 17.97M | 333.93 | 0.25% |
| 118 | ACN | Accenture plc | 313.78 | +0.66% | 50.33K | +4.93% | 17.71M | 395.9 | 0.24% |
| 119 | VTI | Vanguard Total ... | 296.15 | +0.88% | 61.06K | +39.10% | 17.7M | 279.24 | 0.24% |
| 120 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 121.89K | -15.71% | 17.63M | 158.96 | 0.24% |
| 121 | BR | Broadridge Fina... | 238.84 | +0.70% | 77.24K | +4.25% | 17.46M | 180.77 | 0.24% |
| 122 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 97.54K | -48.99% | 17.33M | 155.52 | 0.24% |
| 123 | PTC | PTC Inc. | 172.41 | +1.81% | 93.92K | +1.42% | 17.27M | 170.27 | 0.24% |
| 124 | PG | The Procter & G... | 160.70 | +0.26% | 102.67K | -0.14% | 17.21M | 160.87 | 0.24% |
| 125 | NVT | nVent Electric ... | 70.34 | +3.24% | 250.98K | -2.76% | 17.11M | 55.59 | 0.24% |
| 126 | DSGN | Design Therapeu... | 3.85 | +0.26% | 150.21K | -2.42% | 17.06M | 3.33 | 0.23% |
| 127 | IWD | iShares Russell... | 190.16 | +0.17% | 92.1K | +7.72% | 17.05M | 155.48 | 0.23% |
| 128 | IWP | iShares Russell... | 135.18 | +1.35% | 133.71K | +873.67% | 16.95M | 125.26 | 0.23% |
| 129 | ORLY | O'Reilly Automo... | 88.05 | -2.07% | 14.26K | -22.13% | 16.91M | 749.7 | 0.23% |
| 130 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 18.92K | +10.32% | 16.87M | 650.11 | 0.23% |
| 131 | LIN | Linde plc | 465.93 | -0.01% | 39.28K | +3.15% | 16.44M | 360.28 | 0.23% |
| 132 | CASY | Casey's General... | 506.79 | +0.12% | 40.44K | -4.15% | 16.03M | 372.97 | 0.22% |
| 133 | CARY | Angel Oak Incom... | 20.70 | -0.02% | 772.21K | +1.41% | 15.9M | 20.36 | 0.22% |
| 134 | USFD | US Foods Holdin... | 76.61 | +1.53% | 234.17K | -1.56% | 15.8M | 61.5 | 0.22% |
| 135 | NXPI | NXP Semiconduct... | 217.26 | +3.02% | 75.28K | +2.84% | 15.65M | 220.31 | 0.22% |
| 136 | MCO | Moody's Corpora... | 475.97 | +0.87% | 32.85K | +2.34% | 15.55M | 358.04 | 0.21% |
| 137 | TEL | TE Connectivity... | 165.44 | +1.73% | 107.29K | -14.05% | 15.34M | 150.99 | 0.21% |
| 138 | EOG | EOG Resources, ... | 123.26 | -1.61% | 123.65K | -2.85% | 15.16M | 95.69 | 0.21% |
| 139 | CME | CME Group Inc. | 267.37 | -0.79% | 65.26K | +1.73% | 15.16M | 220.22 | 0.21% |
| 140 | VVV | Valvoline Inc. | 36.42 | +2.95% | 412.75K | -1.82% | 14.93M | 38.38 | 0.21% |
| 141 | PSTG | Pure Storage, I... | 51.59 | -0.11% | 242.67K | -1.85% | 14.91M | 65.51 | 0.20% |
| 142 | STRL | Sterling Infras... | 209.48 | +3.20% | 88.45K | -24.06% | 14.9M | 72.59 | 0.20% |
| 143 | DT | Dynatrace, Inc. | 54.40 | +2.58% | 271.38K | -4.13% | 14.75M | 47.75 | 0.20% |
| 144 | SCHZ | Schwab U.S. Agg... | 22.89 | -0.2% | 647.41K | +101.87% | 14.7M | 23.27 | 0.20% |
| 145 | COO | The Cooper Comp... | 69.66 | -0.06% | 159.12K | -1.18% | 14.63M | 98.98 | 0.20% |
| 146 | RMD | ResMed Inc. | 251.37 | +0.81% | 63.91K | -2.1% | 14.61M | 249.2 | 0.20% |
| 147 | SAIA | Saia, Inc. | 265.53 | +1.81% | 31.84K | -3.69% | 14.51M | 254.4 | 0.20% |
| 148 | EPD | Enterprise Prod... | 31.50 | -1.73% | 462.27K | +3.25% | 14.5M | 28.95 | 0.20% |
| 149 | BRO | Brown & Brown, ... | 106.88 | +0.24% | 141.78K | -1.55% | 14.46M | 72.87 | 0.20% |
| 150 | CL | Colgate-Palmoli... | 90.03 | -0.25% | 159.07K | +5.85% | 14.46M | 85.14 | 0.20% |