$5.02 Billion is the total value of Congress Wealth Management LLC / DE /'s 605 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
- Andersen #1
- Elie #2
- Fitzgerald #3
- Guild #4
- Lagan #5
- Okeefe #6
- OReilly #7
- Solomon #8
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-04
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.