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Home > Institutional Investor > Congress Wealth Management Llc / De > Profile

Instuitional Investor - Congress Wealth Management Llc / De

Fund Profile
Filing Period:
Fund Name: Congress Wealth Management Llc / De
Portfolio Value $7,275,415,338
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sector Spdr Trust
 XLB 994,002 $231,125,651 3.17%
2.
Apple Inc.
 AAPL 792,773 $198,526,781 2.72%
3.
Sector Spdr Trust
 XLB 2,866,169 $138,521,988 1.9%
4.
Microsoft Corp
 MSFT 297,898 $125,565,131 1.72%
5.
Invesco Exchange Traded Fd T - S&P500 EQL WGT
 673,041 $117,937,288 1.62%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)