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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 $8,341,187,219
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 1,760,497 $390,415,771 4.68%
2.
Sector Spdr Trust
 XLB 1,003,072 $207,135,612 2.48%
3.
Microsoft Corp
 MSFT 411,872 $155,519,574 1.86%
4.
Sector Spdr Trust
 XLB 2,863,339 $142,625,860 1.71%
5.
Nvidia Corp
 NVDA 1,118,620 $121,952,089 1.46%
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)