IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Congress Wealth Management LLC / de /

Q1 2022 Holdings

Filed 2022-05-16 | 592 holdings | $273.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Progressive Corp COM(PGR)Stock743315103$2532,2200.0%
Ishares Gold Trust ETF(IAU)ETF464285204$2556,9260.0%
British American Tobacco(BMTA)ADR110448107$2606,1780.0%
L3harris Technologies Inc COM(LHX)Stock502431109$2621,0540.0%
Lincoln Natl Corp IND COM(LNC)Stock534187109$2634,0180.0%
Ishares Russell 3000 ETF(IWV)ETF464287689$2661,0150.0%
Vertex Pharmaceuticals in(VRTX)Stock92532F100$2671,0250.0%
BlackRock Cap Allocation TR COM(BCAT)CEF09260U109$27016,2920.0%
Simon Property Group Inc(SPG)REIT828806109$2702,0600.0%
Gilead Sciences Inc(GILD)Stock375558103$2704,5480.0%
Wisdomtree U.S. Quality Dividend Growth Fund(DGRW)ETF97717X669$2764,3370.0%
Fidelity Msci Health Care Index ETF(FHLC)ETF316092600$2764,2040.0%
Global Payments Inc(GPN)Stock37940X102$2782,0360.0%
AON Corp(AON)StockG0403H108$2788540.0%
Inmode LTD SHS(INMD)StockM5425M103$2827,6350.0%
Globant S A COM(GLOB)StockL44385109$2831,0790.0%
Vanguard Large-Cap Index Fund(VV)ETF922908637$2851,3640.0%
Ishares TR Russell Midcap Index FD(IWR)ETF464287499$2873,6780.0%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$2893,6540.0%
Rapid7 Inc COM(RPD)Stock753422104$2922,6260.0%
Schwab Fundamental International Large Company Index ETF(FNDF)ETF808524755$2989,2640.0%
Ishares Msci EM ESG Select ETF(ESGE)ETF46434G863$3008,1670.0%
Ishares Inc Msci Germany Index FD(EWG)ETF464286806$30110,6160.0%
Ishares DJ U.S. Financial Sector ETF(IYF)ETF464287788$3033,5840.0%
RCM Technologies Inc COM New(RCMT)Stock749360400$30430,8650.0%
Priceline.com Inc(BKNG)Stock09857L108$3051300.0%
Ishares Growth Allocation Fund(AOR)ETF464289867$3115,7730.0%
M & T BK Corp COM(MTB)Stock55261F104$3121,8420.0%
First Trust Global Tactical Commodity Strategy Fund(FTGC)ETF33739H101$31411,0530.0%
Ebay Inc(EBAY)Stock278642103$3155,4900.0%
Ishares Msci USA MIN VOL Factor ETF(USMV)ETF46429B697$3214,1390.0%
Ametek Inc COM(AME)Stock031100100$3242,4360.0%
Eversource Energy COM(ES)Stock30040W108$3243,6730.0%
Spdr Portfolio Long Term Treasury ETF(SPTL)ETF78464A664$3258,6000.0%
Independent BK Corp Mass COM(INDB)Stock453836108$3263,9880.0%
SP Funds DOW Jones Global Sukuk ETF(SPSK)ETF886364702$32817,4850.0%
Becton Dickinson & Co COM(BDX)Stock075887109$3291,2360.0%
AO Smith Corp.(AOS)Stock831865209$3335,2000.0%
Occidental Pete Corp WT EXP 080327(OXY/WS)Stock674599162$3339,4440.0%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$3343,8850.0%
HCA Inc(HCA)Stock40412C101$3341,3330.0%
Canadian National Railway Co(CNI)Stock136375102$3352,4980.0%
Jinkosolar Hldg Co LTD Sponsored ADR(JKS)ADR47759T100$3387,0000.0%
Utilities Select Sector Spdr Fund(XLU)ETF81369Y886$3404,5550.0%
Ishares TR Russell 1000 Index ETF(IWB)ETF464287622$3431,3720.0%
Fidelity Total Bond ETF(FBND)ETF316188309$3446,9150.0%
Williams COS Inc COM(WMB)Stock969457100$34510,3240.0%
Ishares TR DOW Jones US Medical Devices Index(IHI)ETF464288810$3455,6480.0%
Intuitive Surgical, Inc.(ISRG)Stock46120E602$3471,1500.0%
Marsh & Mclennan COS Inc COM(MRSH)Stock571748102$3482,0410.0%
PreviousPage 2 of 12Next