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Congress Wealth Management LLC / DE

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
JANUS DETROIT STR TR JMBSCommon2,805,2442,805,244128,368,007,000128,368,007,0002.98  Hist 06/30/2023
BlackRock Funds III TLHCommon1,070,9921,070,992118,633,869,000118,633,869,0002.75  Hist 06/30/2023
SELECT SECTOR SPDR TR SBI INT-ENERGY XLEOPTION1,112,8351,112,83590,329,000,00090,329,000,0002.09  Hist 06/30/2023
AMERICAN CENTY ETF TR AVEMCommon1,130,8931,130,89360,853,421,00060,853,421,0001.41  Hist 06/30/2023
iShares MSCI Japan ETF EWJcommon696,962696,96243,142,049,00043,142,049,0001.00  Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLIOPTIONS344,278344,27836,947,970,00036,947,970,0000.86  Hist 06/30/2023
Janus Detroit Street Trust JAAAMutual Fund734,756734,75636,627,625,00036,627,625,0000.85  Hist 06/30/2023
FIRST TR EXCH TRADED FD III FMBCommon688,575688,57534,897,031,00034,897,031,0000.81  Hist 06/30/2023
FIRST TR EXCH TRD ALPHDX FD FJPCommon720,575720,57534,571,092,00034,571,092,0000.80  Hist 06/30/2023
SCHWAB US LC ETF SCHXEquities572,919572,91930,003,882,00030,003,882,0000.70  Hist 06/30/2023
iSHARES TRUST EUFNCommon1,198,6321,198,63222,989,764,00022,989,764,0000.53  Hist 06/30/2023
iSHARES TRUST PFFOPTIONS704,637704,63721,794,464,00021,794,464,0000.51  Hist 06/30/2023
VANGUARD WORLD FDS HEALTH CAR VHTSTOCK82,24682,24620,135,660,00020,135,660,0000.47  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK47,22447,22419,233,969,00019,233,969,0000.45  Hist 06/30/2023
DECKERS OUTDOOR CORP DECKCommon33,54833,54817,702,114,00017,702,114,0000.410.13 Hist 06/30/2023
Franklin Templeton ETF Trust FLGVCommon835,694835,69417,358,635,00017,358,635,0000.40  Hist 06/30/2023
Fidelity MSCI Financials Index ETF FNCLcommon315,181315,18114,835,641,00014,835,641,0000.34  Hist 06/30/2023
LINDE PLC LINSHS35,70135,70113,605,395,00013,605,395,0000.320.01 Hist 06/30/2023
INTUITIVE SURGICAL INC ISRGCommon39,30639,30613,440,577,00013,440,577,0000.31  Hist 06/30/2023
EMCOR Group, Inc. EMECommon68,01568,01512,567,995,00012,567,995,0000.290.14 Hist 06/30/2023
Ulta Beauty, Inc. ULTACommon26,43026,43012,437,980,00012,437,980,0000.290.05 Hist 06/30/2023
Crane NXT, Co. CRCom126,108126,10811,238,812,00011,238,812,0000.260.22 Hist 06/30/2023
WillScot Mobile Mini Holdings Corp. WSCCOM230,467230,46711,014,066,00011,014,066,0000.26  Hist 06/30/2023
FACTSET RESEARCH SYSTEMS INC FDSCommon25,94825,94810,396,062,00010,396,062,0000.240.07 Hist 06/30/2023
HOLOGIC INC HOLXCommon128,240128,24010,383,645,00010,383,645,0000.24  Hist 06/30/2023
MOODYS CORP /DE/ MCOCommon27,32227,3229,500,467,0009,500,467,0000.22  Hist 06/30/2023
VANECK VECTORS ETF TR GOLD MINERS GDXSTOCK274,833274,8338,275,222,0008,275,222,0000.19  Hist 06/30/2023
Schwab US Dividend Equity ETF SCHDcommon98,33898,3387,141,334,0007,141,334,0000.17  Hist 06/30/2023
Perion Network Ltd. PERISHS NEW209,434209,4346,423,338,0006,423,338,0000.150.45 Hist 06/30/2023
ALPS ETF Trust AMLPCommon150,247150,2475,891,216,0005,891,216,0000.14  Hist 06/30/2023
STERLING INFRASTRUCTURE, INC. STRLCommon101,677101,6775,673,574,0005,673,574,0000.130.33 Hist 06/30/2023
CALIX, INC CALXCOM110,461110,4615,513,106,0005,513,106,0000.13  Hist 06/30/2023
INVESCO EXCH TRADED FD TR II BKLNCommon241,126241,1265,073,307,0005,073,307,0000.12  Hist 06/30/2023
Sprouts Farmers Market, Inc. SFMCOM128,882128,8824,733,831,0004,733,831,0000.110.13 Hist 06/30/2023
CANADIAN PACIFIC KANSAS CITY LTD/CN CPStock58,26858,2684,706,423,0004,706,423,0000.110.01 Hist 06/30/2023
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