Congress Wealth Management LLC ETFs

Congress Wealth Management LLC

$6.94 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$600,000 0.01% of portfolio	14,825	Q4 2024 Added 0.01%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$598,000 0.01% of portfolio	8,383	Q4 2024 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$584,000 0.01% of portfolio	9,212	Q4 2024 Added 103.45%
SPMD Spdr Portfolio	$0	$578,000 0.01% of portfolio	10,586	Q4 2024 Reduced 2.59%
VTWO Vanguard Russell 2000 ETF	$0	$574,000 0.01% of portfolio	6,433	Q4 2024 New
IJK Ishares S&P Midcap 400 Growth	$0	$572,000 0.01% of portfolio	6,298	Q4 2024 Added 0.72%
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$569,000 0.01% of portfolio	12,935	Q3 2024 Reduced 6.51%
IJT Ishares S&P Small Cap 600 Grow	$0	$569,000 0.01% of portfolio	4,209	Q4 2024 Added 48.57%
SCHE Schwab Strategic Tr Us Emergin	$0	$567,000 0.01% of portfolio	21,297	Q4 2024 Added 8.56%
IJS Ishares S&P Smallcap 600 Value	$0	$565,000 0.01% of portfolio	5,210	Q4 2024 Added 158.18%
SCHB Schwab Strategic Tr Us Broad M	$0	$545,000 0.01% of portfolio	24,037	Q4 2024 Added 89.84%
VOE Vanguard Mid Cap Value Index F	$0	$541,000 0.01% of portfolio	3,349	Q4 2024 Added 3.3%
SHE Spdr Ser Tr Ssga Gender Divers	$0	$538,000 0.01% of portfolio	4,649	Q4 2024 Reduced 19.4%
MGV Vanguard Mega Cap Value	$0	$533,000 0.01% of portfolio	4,271	Q4 2024 New
USMV Ishares Msci Usa Min Vol Facto	$0	$526,000 0.01% of portfolio	5,930	Q4 2024 Reduced 5.62%
IFRA Ishares Tr	$0	$524,000 0.01% of portfolio	11,339	Q4 2024 Added 36.8%
FV First Trust Dorsey Wright Focu	$0	$486,000 0.01% of portfolio	8,234	Q3 2024 New
VCR Vanguard Consumer Discretionar	$0	$486,000 0.01% of portfolio	1,295	Q4 2024 Added 7.56%
HYXF Ishares Tr Esg Advanced High Y	$0	$484,000 0.01% of portfolio	10,497	Q4 2024 Reduced 16.49%
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$481,000 0.01% of portfolio	22,322	Q4 2024 Added 19.81%
EUSA Ishares Msci Usa Equal Weighte	$0	$460,000 0.01% of portfolio	4,832	Q4 2024 Reduced 49.41%
XJH Ishares Tr Esg Screened S&P Mi	$0	$455,000 0.01% of portfolio	10,884	Q4 2024 Reduced 20.47%
DGRW Wisdomtree Tr Us Quality Divid	$0	$439,000 0.01% of portfolio	5,433	Q4 2024 Added 0.11%
JNK Spdr Bloomberg High Yield Bond	$0	$438,000 0.01% of portfolio	4,594	Q4 2024 Reduced 0.15%
MLPX Global X Mlp & Energy Infrastr	$0	$436,000 0.01% of portfolio	7,218	Q4 2024 New
JMST Jp Morgan Ultra Short Mun Inco	$0	$425,000 0.01% of portfolio	8,385	Q4 2024 New
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$422,000 0.01% of portfolio	21,310	Q4 2024 Added 1.03%
AVUV American Centy ETF Tr Avantis	$0	$396,000 0.01% of portfolio	4,106	Q4 2024 Added 1.73%
SLYV Spdr S&P 600 Small Cap Value E	$0	$394,000 0.01% of portfolio	4,520	Q4 2024 Added 0.24%
VCIT Vanguard Intermediate Term Cor	$0	$393,000 0.01% of portfolio	4,900	Q4 2024 Added 31.44%
JAAA Janus Detroit Str Tr Janus Hen	$0	$392,000 0.01% of portfolio	7,744	Q4 2024 Reduced 17.7%
GSG I Shares S&P Gsci Commodity Indexed Trust	$1.71B	$390,000 0.01% of portfolio	17,930	Q2 2024 Reduced 0.89%
AIQ Global X Funds Global X Artifi	$0	$386,000 0.01% of portfolio	10,000	Q4 2024 New
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$385,000 0.01% of portfolio	23,205	Q4 2024 New
SDG Ishares Trust Ishares Msci Glo	$0	$379,000 0.01% of portfolio	5,310	Q4 2024 Reduced 21.97%
GLTR Abrdn Precious Metals Basket ETF Trust	$1.51B	$379,000 0.01% of portfolio	3,453	Q4 2024 Added 17.81%
KRMA Global X Fds Global X Consciou	$0	$366,000 0.01% of portfolio	9,364	Q4 2024 Reduced 33.81%
FENY Fidelity Covington Tr Msci Ene	$0	$364,000 0.01% of portfolio	15,286	Q4 2024 Added 24.7%
EMXF Ishares Esg Advanced Msci Em E	$0	$346,000 0.0% of portfolio	9,310	Q4 2024 Added 0.59%
IYF Ishares Tr	$0	$341,000 0.0% of portfolio	3,090	Q4 2024 Added 0.59%
SLYG Spdr S&P 600 Small Cap Growth	$0	$338,000 0.0% of portfolio	3,749	Q4 2024 New
SPTS Spdr Portfolio Short Term Trea	$0	$325,000 0.0% of portfolio	11,207	Q4 2024 Added 11.86%
IBB Ishares Biotechnology ETF	$0	$319,000 0.0% of portfolio	2,416	Q4 2024 Added 11.08%
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$317,000 0.0% of portfolio	5,627	Q4 2024 Reduced 17.13%
IUSV Ishares Core S&P U.S. Value Et	$0	$315,000 0.0% of portfolio	3,408	Q4 2024 Reduced 6.27%
QUAL Ishares Msci Usa Quality Facto	$0	$307,000 0.0% of portfolio	1,724	Q4 2024 Added 0.29%
FTSL First Trust Senior Ln Fund	$0	$305,000 0.0% of portfolio	6,604	Q4 2024 Reduced 0.6%
TLH Ishares Barclays 10 20 Yr Trea	$0	$302,000 0.0% of portfolio	3,044	Q4 2024 Added 12.74%
BWX Spdr Bloomberg International T	$0	$302,000 0.0% of portfolio	14,164	Q4 2024 Reduced 0.08%
VGK Vanguard Ftse Europe ETF Ftse	$0	$295,000 0.0% of portfolio	4,660	Q4 2024 Added 16.53%

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