Congress Wealth Management Llc De

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Exits
SPS Commerce, Inc.
SPSC
$25.96M0.38140,389-1.1%-$289,183.620.46
The Goldman Sachs Group, Inc.
GS
$272.49M0.2652,380-0.14%-$388,451.834.83
Darden Restaurants, Inc.
DRI
$31.1M0.16186,056+0.86%+$263,930.890.55
EMCOR Group, Inc.
EME
$25.09M0.1571,644+0.98%+$243,743.690.45
STERIS plc
STE
$26.06M0.12115,916+61.83%+$9.96M0.46
Martin Marietta Materials, Inc.
MLM
$35.23M0.0957,388-0.54%-$190,323.370.63
Cintas Corporation
CTAS
$34M0.0549,484+36.28%+$9.05M0.6
Eaton Corporation plc
ETN
$36.39M0.03116,384+51.68%+$12.4M0.65
The Coca-Cola Company
KO
$63.71M0.021.04M-14.21%-$10.55M1.13
The TJX Companies, Inc.
TJX
$26.73M0.02263,604+131.66%+$15.19M0.47
Honeywell International Inc.
HON
$27.23M0.02132,684-28.1%-$10.65M0.48
Costco Wholesale Corporation
COST
$41.01M0.0155,974-8.52%-$3.82M0.73
Accenture plc
ACN
$30.62M0.0188,355+0.25%+$75,561.070.54
The Home Depot, Inc.
HD
$36.52M0.0195,189+1.97%+$706,987.510.65
Visa Inc.
V
$35.78M0.01128,218+0.21%+$74,794.300.64
JPMorgan Chase & Co.
JPM
$31.52M0.01157,385-5.79%-$1.94M0.56
Eli Lilly and Company
LLY
$30.01M<0.0138,576+6.08%+$1.72M0.53
Apple Inc.
AAPL
$89.88M<0.01524,160-17.2%-$18.67M1.59
NVIDIA Corporation
NVDA
$75.46M<0.0183,509-8.8%-$7.28M1.34
Microsoft Corporation
MSFT
$73.05M<0.01173,639-7.62%-$6.02M1.3
Meta Platforms, Inc.
META
$30.34M<0.0162,486+34.27%+$7.74M0.54
Amazon.com, Inc.
AMZN
$32.75M<0.01181,561-4.43%-$1.52M0.58
Alphabet Inc.
GOOGL
$27.16M<0.01179,973-16.71%-$5.45M0.48
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$148.75M<0.013.3M+5.13%+$7.26M2.64
Communication Services Select Sector SPDR Fund
XLC
$91.99M<0.011.13M-0.52%-$482,774.701.63
iShares MSCI Japan ETF
EWJ
$47.98M<0.01672,444-0.86%-$418,111.570.85
Schwab U.S. Large-Cap ETF
SCHX
$29.54M<0.01475,949-1.14%-$339,779.250.52
iShares U.S. Technology ETF
IYW
$45.44M<0.01336,467-4.16%-$1.97M0.81
Vanguard Russell 1000 Value Index Fund
VONV
$30.36M<0.01386,008-0.65%-$199,903.080.54
iShares MSCI Europe Financials ETF
EUFN
$27.98M<0.011.23M+1.37%+$378,780.540.5
Global X U.S. Infrastructure Development ETF
PAVE
$95.86M<0.012.41M-18.55%-$21.83M1.7
iShares Russell 1000 Growth ETF
IWF
$49.98M<0.01148,289-5.56%-$2.94M0.89
Vanguard Russell 1000 Growth Index Fund
VONG
$51.58M<0.01595,154+0.41%+$208,701.650.92
iShares Russell 1000 Value ETF
IWD
$33.77M<0.01188,516+2.74%+$899,316.640.6
iShares MSCI EAFE ETF
EFA
$48.22M<0.01603,774-4.26%-$2.15M0.86
Health Care Select Sector SPDR Fund
XLV
$101.3M<0.01685,689+55.62%+$36.2M1.8
Consumer Staples Select Sector SPDR Fund
XLP
$28.07M<0.01367,627+14.71%+$3.6M0.5
SPDR Portfolio Long Term Treasury ETF
SPTL
$107.49M<0.013.85M+1.05%+$1.12M1.91
Technology Select Sector SPDR Fund
XLK
$213.96M<0.011.03M+0.78%+$1.65M3.8
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$99M<0.013.51M+4.16%+$3.95M1.76
SPDR SSGA US Large Cap Low Volatility Index ETF
LGLV
$48.89M<0.01313,947+0.15%+$72,575.040.87
Industrial Select Sector SPDR Fund
XLI
$45.32M<0.01359,803-0.6%-$274,089.680.8
SPDR Gold MiniShares
GLDM
$67.14M<0.011.52M+0.46%+$307,689.361.19
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$80.11M<0.011.86M+0.19%+$150,984.401.42
Avantis Emerging Markets Equity ETF
AVEM
$66.17M<0.011.14M-19.75%-$16.29M1.17
Financial Select Sector SPDR Fund
XLF
$121.32M<0.012.88M+39.13%+$34.12M2.15
First Trust Japan AlphaDEX Fund
FJP
$39.53M<0.01716,958+0.51%+$201,224.600.7
Energy Select Sector SPDR Fund
XLE
$69.13M<0.01732,209-33.23%-$34.4M1.23
iShares MSCI Eurozone ETF
EZU
$50.96M<0.01998,099-0.11%-$57,136.210.9
SPDR Portfolio Corporate Bond ETF
SPBO
$33.11M<0.011.14M+1.36%+$445,004.900.59