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
Integer Hldgs Corp COM(ITGR)Stock45826H109$3.1K49,2830.0%
Etracs Bloomberg Commodity Index Total Return ETN Series BETF90269A450$3.1K145,0270.0%
Citigroup Inc(C)Stock172967424$3.1K75,3130.0%
Wisdomtree U.S. Largecap Dividend Fund(DLN)ETF97717W307$3.2K57,9990.0%
Vanguard Ftse All World Ex-US ETF(VSS)ETF922042718$3.2K34,6160.0%
Techtarget Inc COM(EFT)Stock87874R100$3.2K54,6020.0%
Cohen & Steers Inc(CNS)Stock19247A100$3.3K51,9170.0%
Spdr DJ Wilshire Intl Real EST(RWX)ETF78463X863$3.3K136,0010.0%
Vanguard Financials ETF(VFH)ETF92204A405$3.4K45,6630.0%
Churchill Downs Inc COM(CHDN)Stock171484108$3.4K18,5230.0%
Spdr Doubleline Total Return Tactical ETF(TOTL)ETF78467V848$3.4K85,8140.0%
Avid Technology Inc COMStock05367P100$3.5K148,5780.0%
Ishares Gold Trust ETF(IAU)ETF464285204$3.5K110,0820.0%
Vanguard Ftse All-World Ex-US(VEU)ETF922042775$3.5K78,7360.0%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$3.5K13,0870.0%
Progyny Inc COM(PGNY)Stock74340E103$3.5K95,6890.0%
Perficient Inc COM(PRFTUSD)Stock71375U101$3.5K54,5530.0%
Equinix Inc COM(EQIX)REIT29444U700$3.6K6,3390.0%
Balchem Corp COM(BCPC)Stock057665200$3.6K29,9320.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$3.7K41,8590.0%
Power Integrations Inc COM(POWI)Stock739276103$3.8K58,4000.0%
Dupont de Nemours Inc COM(DD)Stock26614N102$3.8K74,6900.0%
Applied Matls Inc COM(AMAT)Stock038222105$3.8K46,1130.0%
Eastern Bankshares Inc COM(EBC)Stock27627N105$3.9K196,5000.0%
Ameris Bancorp COM(ABCB)Stock03076K108$4.0K88,5470.0%
Skyline Champion Corporation COM(SKY)Stock830830105$4.0K75,0320.0%
DOW Inc COM(DOW)Stock260557103$4.0K91,0570.0%
Novanta Inc COM(NOVT)Stock67000B104$4.0K34,6140.0%
Onto Innovation Inc COM(ONTO)Stock683344105$4.0K62,5030.0%
PGT Innovations Inc COM(PGTIUSD)Stock69336V101$4.0K191,6050.0%
Spdr Portfolio S&P 600 Small Cap ETF(SPSM)ETF78468R853$4.1K120,7040.0%
Inari MED Inc COM(NARIUSD)Stock45332Y109$4.1K56,6440.0%
Ishares TR DOW Jones U S Healthcare(IYH)ETF464287762$4.2K16,7230.0%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$4.4K193,8540.0%
Spdr Bloomberg Convertible Securities ETF(CWB)ETF78464A359$4.5K71,4510.0%
Summit Matls Inc CL A(7SU)Stock86614U100$4.6K190,2270.0%
Real Estate Select Sector Spdr Fund(XLRE)ETF81369Y860$4.6K127,9180.0%
Supernus Pharmaceuticals Inc COM(SUPN)Stock868459108$4.7K137,5960.0%
R1 RCM Inc COM(RCM1USD)Stock77634L105$4.8K259,2940.0%
Ishares MBS ETF(MBB)ETF464288588$4.9K53,0040.0%
Simply Good Foods Co COM(SMPL)Stock82900L102$4.9K153,5530.0%
Ishares Core S&P Mid Cap ETF(IJH)ETF464287507$4.9K22,4680.0%
Phillips 66(PSX)Stock718546104$4.9K61,0430.0%
ICF Intl Inc COM(ICFI)Stock44925C103$5.0K45,4680.0%
Canadian PAC RailwayltdStock13645T100$5.2K78,1190.0%
Schwab International Equity ETF(SCHF)ETF808524805$5.2K185,3420.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$5.3K32,2100.0%
Spdr S&P World Ex-US(SPDW)ETF78463X889$5.4K209,9620.0%
Avago Technologies LTD(AVGO)Stock11135F101$5.4K12,2190.0%
Spdr Biotech ETF(XBI)ETF78464A870$5.5K68,9400.0%
PreviousPage 7 of 11Next