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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 $5,445,106,491
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Goldman Sachs Group Inc
 GS 653,310 $252,027,973 4.62%
2.
Sector Spdr Trust
 XLB 1,019,365 $196,207,707 3.6%
3.
Janus Detroit Str Tr
 3,137,206 $144,123,298 2.64%
4.
Apple Inc.
 AAPL 633,055 $121,881,596 2.23%
5.
Spdr Series Trust
 3,807,353 $110,489,419 2.02%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)