IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Congress Wealth Management LLC / de /

Q3 2022 Holdings

Filed 2022-11-09 | 545 holdings | $247.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares ESG Advanced Total USD Bond Market ETF(EUSB)ETF46436E619$3648,6880.0%
British American Tobacco(BMTA)ADR110448107$36610,3020.0%
Spdr Portfolio Short Term Treasury ETF(SPTS)ETF78468R101$36912,7540.0%
Occidental Pete Corp WT EXP 080327(OXY/WS)Stock674599162$3739,4360.0%
Linde PLC SHS(LIN)StockG5494J103$3731,3800.0%
Netflix COM Inc(NFLX)Stock64110L106$3781,6040.0%
TJX COS Inc New COM(TJX)Stock872540109$3846,1790.0%
Ameriprise Finl Inc COM(AMP)Stock03076C106$3871,5360.0%
Jinkosolar Hldg Co LTD Sponsored ADR(JKS)ADR47759T100$3887,0000.0%
Franklin U.S. Treasury Bond ETF(FLGV)ETF35473P488$39518,9590.0%
Philip Morris Intl Inc(PM)Stock718172109$4044,8590.0%
Teradyne Inc COM(TER)Stock880770102$4065,3980.0%
Fidelity Msci Information Technology Index ETF(FTEC)ETF316092808$4084,4840.0%
Ishares Russell 3000 ETF(IWV)ETF464287689$4182,0150.0%
Chubb Limited COM(CB)StockH1467J104$4322,3740.0%
Toronto Dominion Bank(TD)Stock891160509$4367,0990.0%
Simon Property Group Inc(SPG)REIT828806109$4374,8610.0%
BlackRock Corpor HI YLD FD Inc COM(HYT)CEF09255P107$45152,7290.0%
Netease.com Inc Sponsored ADR(NTES)ADR64110W102$4525,9760.0%
Vanguard Dividend Appreciation ETF(VIG)ETF921908844$4533,3590.0%
Elevance Health Inc COM(ELV)Stock036752103$4561,0040.0%
Badger Meter Inc COM(BMI)Stock056525108$4594,9580.0%
Vanguard Consumer Discretionary ETF(VCR)ETF92204A108$4601,9570.0%
Hershey Co COM(HSY)Stock427866108$4652,1070.0%
Edwards Lifesciences Corp COM(EW)Stock28176E108$4675,6530.0%
Spdr SER TR Lehman 1-3 Month T-Bill ETF(BIL)ETF78468R663$4675,0970.0%
Intel Corp COM(INTC)Stock458140100$47518,4090.0%
Target Corp COM(TGT)Stock87612E106$4753,2050.0%
Global Payments Inc(GPN)Stock37940X102$4784,4140.0%
Dimensional US Small Cap ETF(DFAS)ETF25434V500$48410,4250.0%
Walmart Inc COM(WMT)Stock931142103$4853,7380.0%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$4851,1670.0%
American Express Co COM(AXP)Stock025816109$4863,6020.0%
Vanguard Total Bond Market ETF(BND)ETF921937835$4976,9820.0%
Spdr Bloomberg High Yield Bond ETF(JNK)ETF78468R622$5085,7800.0%
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$5126,4440.0%
H World Group LTD Sponsored ADS(HTHT)ADR44332N106$51215,2480.0%
Tata Motors LTD ADRADR876568502$52121,4980.0%
P T Telekomunikasi Indonesia Sponsored ADR(PTI)ADR715684106$52218,1130.0%
Descartes SYS Group Inc COM(DSGX)Stock249906108$5238,2250.0%
Spdr Portfolio Aggregate Bond ETF(SPAB)ETF78464A649$52821,1670.0%
CVS Health Corp COM(CVS)Stock126650100$5295,5470.0%
Infosys Technologies LTD Spons ADR Repstg 1/2 Equity SH(INFY)ADR456788108$53331,4050.0%
Pimco Investment Grade Corporate Bond Index Exchange-Traded Fund(CORP)ETF72201R817$5335,8380.0%
American Tower Corp(AMT)REIT03027X100$5392,5100.0%
Cigna Corp(CI)Stock125523100$5431,9590.0%
Novo-Nordisk A/S ADR ADR CMN(NVO)ADR670100205$5665,6820.0%
Vanguard REIT Index ETF(VNQ)ETF922908553$5747,1700.0%
Spdr Portfolio S&P 400 Mid Cap ETF(SPMD)ETF78464A847$57514,9220.0%
Starbucks Corp(SBUX)Stock855244109$5776,8460.0%
PreviousPage 3 of 11Next