Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2010 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
TECHNOLOGY SELECT SECTOR SPDR | 8 | Q3 2023 | 4.3% |
JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF | 8 | Q3 2023 | 3.1% |
SELECT SECTOR SPDR TR | 8 | Q3 2023 | 2.5% |
SELECT SECTOR SPDR TR | 8 | Q3 2023 | 2.8% |
APPLE INC | 8 | Q3 2023 | 2.1% |
SELECT SECTOR SPDR TR | 8 | Q3 2023 | 1.9% |
SELECT SECTOR SPDR TR | 8 | Q3 2023 | 2.2% |
COCA COLA CO COM | 8 | Q3 2023 | 1.7% |
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 8 | Q3 2023 | 1.8% |
ISHARES TR | 8 | Q3 2023 | 3.2% |
View Congress Wealth Management LLC / DE /'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-18 |
13F-HR | 2024-02-09 |
13F-HR | 2023-10-30 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-14 |
13F-HR | 2023-02-02 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-04 |
View Congress Wealth Management LLC / DE /'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.