Congress Wealth Management LLC / DE /

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Boston, MA
CIK
0001904976
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 606 5,445,106 GS, XLK, JMBS, AAPL 13F-HR 2/9/2024 000195175724000232
Q3 2023 599 4,840,009 GS, XLK, JMBS, TLH 13F-HR 10/30/2023 000195175723000628
Q2 2023 553 4,313,552 XLK, JMBS, TLH, SPTI 13F-HR 7/13/2023 000195175723000347
Q1 2023 553 4,147,706 XLK, JMBS, TLH, SPTI 13F-HR 4/14/2023 000195175723000164
Q4 2022 555 3,888,804 XLK, SPTI, TLH, XLV 13F-HR 2/2/2023 000190497623000001
Q3 2022 545 3,708,092 XLK, IEF, XLV, JMBS 13F-HR 11/8/2022 000190497622000004
Q2 2022 551 3,914,746 XLK, IEF, XLV, JMBS 13F-HR 8/11/2022 000190497622000003
Q1 2022 592 4,575,822 XLK, IEF, XLE, JMBS 13F-HR 5/16/2022 000190497622000002
Q4 2021 605 5,024,536 XLK, XLY, JMBS, XLF 13F-HR 2/3/2022 000190497622000001