Congress Wealth Management LLC ETFs

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SDG Ishares Trust Ishares Msci Glo	$0	$472,000 0.01% of portfolio	6,524	Q1 2025 Added 22.86%
SCHI Schwab Strategic Tr 5 10 Yr C	$0	$467,000 0.01% of portfolio	20,813	Q1 2025 New
FV First Trust Dorsey Wright Focu	$0	$462,000 0.01% of portfolio	8,434	Q1 2025 Added 2.43%
JHML John Hancock Multifactor Large	$0	$462,000 0.01% of portfolio	6,857	Q1 2025 New
EUSA Ishares Msci Usa Equal Weighte	$0	$452,000 0.01% of portfolio	4,833	Q1 2025 Added 0.02%
VTWO Vanguard Russell 2000 ETF	$0	$451,000 0.01% of portfolio	5,603	Q1 2025 Reduced 12.9%
FVD First Tr Value Line Divid Inde	$0	$437,000 0.01% of portfolio	9,815	Q1 2025 New
DFIV Dimensional ETF Tr	$0	$434,000 0.01% of portfolio	11,043	Q1 2025 New
RPG Invesco Exchange Traded Fd Tr	$0	$434,000 0.01% of portfolio	11,357	Q1 2025 New
JAAA Janus Detroit Str Tr Janus Hen	$0	$429,000 0.01% of portfolio	8,470	Q1 2025 Added 9.38%
JHMM John Hancock Multifactor Mid C	$0	$428,000 0.01% of portfolio	7,478	Q1 2025 New
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$419,000 0.01% of portfolio	20,823	Q1 2025 Reduced 2.29%
SLYV Spdr S&P 600 Small Cap Value E	$0	$416,000 0.01% of portfolio	5,313	Q1 2025 Added 17.54%
GSG I Shares S&P Gsci Commodity Indexed Trust	$1.75B	$408,000 0.01% of portfolio	17,930	Q2 2024 Reduced 0.89%
EMXF Ishares Esg Advanced Msci Em E	$0	$404,000 0.01% of portfolio	10,573	Q1 2025 Added 13.57%
IUSV Ishares Core S&P U.S. Value Et	$0	$401,000 0.01% of portfolio	4,348	Q1 2025 Added 27.58%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$399,000 0.01% of portfolio	15,980	Q1 2025 New
PFM Invesco Exchange Traded Fd Tr	$0	$393,000 0.0% of portfolio	8,588	Q1 2025 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$392,000 0.0% of portfolio	10,468	Q1 2025 Reduced 19.07%
VIGI Vanguard Whitehall Fds Intl Di	$0	$390,000 0.0% of portfolio	4,710	Q1 2025 New
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$386,000 0.0% of portfolio	4,177	Q1 2025 New
GLTR Abrdn Precious Metals Basket ETF Trust	$1.67B	$378,000 0.0% of portfolio	2,922	Q1 2025 Reduced 15.38%
VCR Vanguard Consumer Discretionar	$0	$377,000 0.0% of portfolio	1,160	Q1 2025 Reduced 10.42%
TLT Ishares Barclays 20+ Year Trea	$0	$376,000 0.0% of portfolio	4,138	Q1 2025 New
USHY Ishares Tr Broad Usd High Yiel	$0	$372,000 0.0% of portfolio	10,131	Q1 2025 Added 37.41%
KRMA Global X Fds Global X Consciou	$0	$363,000 0.0% of portfolio	9,754	Q1 2025 Added 4.16%
DFSV Dimensional ETF Tr Dimensional	$0	$334,000 0.0% of portfolio	11,872	Q1 2025 New
DDWM Wisdomtree Tr Currency Hedged	$0	$330,000 0.0% of portfolio	8,981	Q1 2025 New
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$329,000 0.0% of portfolio	4,405	Q1 2025 Added 39.22%
SPTS Spdr Portfolio Short Term Trea	$0	$327,000 0.0% of portfolio	11,207	Q4 2024 Added 11.86%
TLH Ishares Barclays 10 20 Yr Trea	$0	$311,000 0.0% of portfolio	3,000	Q1 2025 Reduced 1.45%
OUSM Alps ETF Tr Oshares U S Small	$0	$309,000 0.0% of portfolio	7,377	Q1 2025 New
BWX Spdr Bloomberg International T	$0	$303,000 0.0% of portfolio	13,896	Q1 2025 Reduced 1.89%
IDU Ishares Tr U S Utils ETF	$0	$296,000 0.0% of portfolio	2,926	Q1 2025 New
DFEM Dimensional ETF Tr Emerging Mk	$0	$295,000 0.0% of portfolio	11,155	Q1 2025 New
IBND Spdr Bloomberg International C	$0	$286,000 0.0% of portfolio	9,731	Q1 2025 Reduced 0.13%
GRNB Vaneck ETF Tr Green Bd ETF	$0	$284,000 0.0% of portfolio	11,836	Q1 2025 Added 11.65%
DISV Dimensional ETF Tr Dimensional	$0	$280,000 0.0% of portfolio	9,632	Q1 2025 New
SOXX Ishares Semiconductor ETF	$0	$276,000 0.0% of portfolio	1,468	Q1 2025 Reduced 51.62%
VPN Global X Fds Data Ctr Reits &	$0	$270,000 0.0% of portfolio	17,009	Q1 2025 New
IUSG Ishares Core S&P U.S Growth Et	$0	$270,000 0.0% of portfolio	2,131	Q1 2025 New
EMNT Pimco ETF Tr Enhanced Short Ma	$0	$260,000 0.0% of portfolio	2,642	Q1 2025 Reduced 0.15%
INDA Ishares Msci India Index Fund	$0	$257,000 0.0% of portfolio	5,000	Q1 2025 New
STLG Ishares Factors Us Growth Styl	$0	$253,000 0.0% of portfolio	5,040	Q1 2025 New
ESGD Ishares Trust Ishares Esg Awar	$0	$251,000 0.0% of portfolio	3,075	Q1 2025 New
XLB Select Sector Spdr Fd Material	$0	$246,000 0.0% of portfolio	2,870	Q1 2025 Reduced 99.03%
OEF Ishares S&P 100 ETF	$0	$242,000 0.0% of portfolio	911	Q1 2025 New
IGIB Ishares Trust Ishares 5 10 Yea	$0	$241,000 0.0% of portfolio	4,600	Q1 2025 Reduced 11.01%
IYE Ishares Tr	$0	$240,000 0.0% of portfolio	4,887	Q1 2025 New
QGRO American Centy ETF Tr Stoxx Us	$0	$239,000 0.0% of portfolio	2,558	Q1 2025 New

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