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
XLU Utilities Sector Spdr	$0	$803,000 0.01% of portfolio	10,184	Q1 2025 New
MGV Vanguard Mega Cap Value	$0	$786,000 0.01% of portfolio	6,106	Q1 2025 Added 42.96%
IQLT Ishares Msci Intl Quality Fact	$0	$785,000 0.01% of portfolio	19,799	Q1 2025 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$777,000 0.01% of portfolio	11,420	Q1 2025 New
DUHP Dimensional ETF Tr Dimensional	$0	$773,000 0.01% of portfolio	23,350	Q1 2025 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$770,000 0.01% of portfolio	9,654	Q1 2025 Added 77.69%
USAI Pacer Fds Tr Amern Energy Inde	$0	$765,000 0.01% of portfolio	18,610	Q1 2025 New
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$744,000 0.01% of portfolio	38,216	Q1 2025 New
BSCT Invesco Index Fd Tr Bulletshar	$0	$742,000 0.01% of portfolio	40,047	Q1 2025 New
DFIC Dimensional ETF Tr Dimensional	$0	$739,000 0.01% of portfolio	26,641	Q1 2025 New
HDV Ishares Core High Dividend ETF	$0	$734,000 0.01% of portfolio	6,067	Q1 2025 New
SCHE Schwab Strategic Tr Us Emergin	$0	$732,000 0.01% of portfolio	26,568	Q1 2025 Added 24.75%
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$725,000 0.01% of portfolio	35,066	Q1 2025 New
IYJ Ishares Tr	$0	$719,000 0.01% of portfolio	5,528	Q1 2025 Added 1.95%
GBTC Grayscale Bitcoin Trust (Btc)	$59.6B	$704,000 0.01% of portfolio	10,805	Q1 2025 New
FIDU Fidelity Covington Tr Msci Ind	$0	$699,000 0.01% of portfolio	10,219	Q1 2025 Added 1.48%
PULS Pgim ETF Tr	$0	$699,000 0.01% of portfolio	14,068	Q1 2025 New
XMHQ Invesco Exchange Traded Fd Tr	$0	$692,000 0.01% of portfolio	7,562	Q1 2025 New
GWX Spdr Index Shs Fd Spdr S&P Int	$0	$691,000 0.01% of portfolio	21,633	Q1 2025 Added 5.19%
MTUM Ishares Msci Usa Momentum Fact	$0	$681,000 0.01% of portfolio	3,372	Q1 2025 New
IFRA Ishares Tr	$0	$663,000 0.01% of portfolio	14,724	Q1 2025 Added 29.85%
IYY Ishares Tr	$0	$659,000 0.01% of portfolio	4,849	Q1 2025 Reduced 15.36%
SPHQ Invesco Exchange Traded Fd Tr	$0	$657,000 0.01% of portfolio	9,906	Q1 2025 New
BIZD Vaneck Vectors ETF Tr Bdc Inco	$0	$648,000 0.01% of portfolio	38,692	Q1 2025 Added 66.74%
XHB Spdr Series Tr Spdr S&P Homebu	$0	$645,000 0.01% of portfolio	6,666	Q1 2025 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$640,000 0.01% of portfolio	9,122	Q1 2025 Added 95.75%
EMXC Ishares Inc Msci Emerging Mkts	$0	$633,000 0.01% of portfolio	11,498	Q1 2025 New
BUG Global X Fds Cybersecurity ETF	$0	$629,000 0.01% of portfolio	19,459	Q1 2025 New
FPE First Tr Pfd Secs & Income ETF	$0	$620,000 0.01% of portfolio	35,285	Q1 2025 New
IGOV Ishares 1 3 International Trea	$0	$617,000 0.01% of portfolio	15,676	Q1 2025 Reduced 2.86%
FLRN Spdr Bloomberg Investment Grad	$0	$616,000 0.01% of portfolio	20,000	Q1 2025 New
IJK Ishares S&P Midcap 400 Growth	$0	$599,000 0.01% of portfolio	7,202	Q1 2025 Added 14.35%
IJS Ishares S&P Smallcap 600 Value	$0	$590,000 0.01% of portfolio	6,060	Q1 2025 Added 16.31%
IXN Ishares Global Information Tec	$0	$589,000 0.01% of portfolio	7,782	Q4 2024 Added 0.21%
DFAS Dimensional ETF Tr U S Small C	$0	$584,000 0.01% of portfolio	9,790	Q1 2025 Reduced 13.81%
ICF Ishares Tr	$0	$583,000 0.01% of portfolio	9,480	Q1 2025 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$561,000 0.01% of portfolio	8,913	Q1 2025 Reduced 3.25%
DFAU Dimensional ETF Tr	$0	$559,000 0.01% of portfolio	14,557	Q1 2025 Reduced 46.91%
HYXF Ishares Tr Esg Advanced High Y	$0	$544,000 0.01% of portfolio	11,763	Q1 2025 Added 12.06%
USTB Victory Portfolios Ii Victorys	$0	$541,000 0.01% of portfolio	10,682	Q1 2025 New
SPMD Spdr Portfolio	$0	$538,000 0.01% of portfolio	10,530	Q1 2025 Reduced 0.53%
IJT Ishares S&P Small Cap 600 Grow	$0	$532,000 0.01% of portfolio	4,279	Q1 2025 Added 1.66%
JNK Spdr Bloomberg High Yield Bond	$0	$525,000 0.01% of portfolio	5,510	Q1 2025 Added 19.94%
DFUV Dimensional ETF Tr Us Marketwi	$0	$511,000 0.01% of portfolio	12,417	Q1 2025 New
XJH Ishares Tr Esg Screened S&P Mi	$0	$504,000 0.01% of portfolio	12,915	Q1 2025 Added 18.66%
SHE Spdr Ser Tr Ssga Gender Divers	$0	$504,000 0.01% of portfolio	4,422	Q1 2025 Reduced 4.88%
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$492,000 0.01% of portfolio	22,324	Q1 2025 Added 0.01%
DIHP Dimensional ETF Tr Dimensional	$0	$483,000 0.01% of portfolio	17,961	Q1 2025 New
SCHB Schwab Strategic Tr Us Broad M	$0	$483,000 0.01% of portfolio	22,467	Q1 2025 Reduced 6.53%
KRE Spdr S&P Regional Banking ETF	$0	$479,000 0.01% of portfolio	8,428	Q1 2025 New

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