Congress Wealth Management LLC Portfolio Holdings

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

Congress Wealth Management LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $7.2 Billion distributed in 837 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $229M, Apple Inc. with a value of $168M, Janus Detroit Str Tr Henderson with a value of $146M, Microsoft Corp with a value of $138M, and Financial Sector Spdr with a value of $132M.

Examining the 13F form we can see an increase of $1.08B in the current position value, from $6.12B to 7.2B.

Congress Wealth Management LLC is based out at Boston, MA

Below you can find more details about Congress Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.2 Billion
ETFs: $3.13 Billion
Technology: $1.05 Billion
Healthcare: $590 Million
Industrials: $532 Million
Financial Services: $523 Million
Consumer Cyclical: $442 Million
Consumer Defensive: $289 Million
Communication Services: $249 Million
Other: $390 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$168 Million 2.33% of portfolio
721,264
Q3 2024 Added 32.74%
$3.08T
$138 Million 1.91% of portfolio
320,114
Q3 2024 Added 32.38%
$366B
$107 Million 1.49% of portfolio
882,564
Q3 2024 Reduced 2.08%
$276B
$81 Million 1.12% of portfolio
1,126,847
Q3 2024 Added 6.71%
$1.27T
$78.6 Million 1.09% of portfolio
137,275
Q3 2024 Added 29.79%
$423B
$52.4 Million 0.73% of portfolio
59,123
Q3 2024 Added 3.74%
$2.02T
$51.5 Million 0.72% of portfolio
276,583
Q3 2024 Added 22.44%
$507B
$45.9 Million 0.64% of portfolio
167,039
Q3 2024 Added 15.33%
$420B
$42.2 Million 0.59% of portfolio
104,110
Q3 2024 Added 7.72%
$713B
$42.3 Million 0.59% of portfolio
47,709
Q3 2024 Added 9.14%
$22.5B
$41.7 Million 0.58% of portfolio
202,719
Q3 2024 Added 300.35%
$718B
$40.9 Million 0.57% of portfolio
194,018
Q3 2024 Added 17.38%
$148B
$40.3 Million 0.56% of portfolio
121,569
Q3 2024 Added 2.22%
$1.03T
$40.1 Million 0.56% of portfolio
239,829
Q3 2024 Added 47.25%
$614B
$39.4 Million 0.55% of portfolio
85,527
Q3 2024 Added 83.74%
$508B
$39.5 Million 0.55% of portfolio
336,610
Q3 2024 Added 86.25%
$139B
$36.4 Million 0.51% of portfolio
309,655
Q3 2024 Added 5.14%
$55B
$35.6 Million 0.49% of portfolio
187,852
Q3 2024 Added 24.55%
$1T
$34.7 Million 0.48% of portfolio
209,318
Q3 2024 Added 12.62%
$36.8B
$33 Million 0.46% of portfolio
61,389
Q3 2024 Added 4.28%
$203B
$33.4 Million 0.46% of portfolio
67,528
Q3 2024 Reduced 87.92%
$83.1B
$32.2 Million 0.45% of portfolio
174,428
Q3 2024 Added 95.81%
$559B
$30.3 Million 0.42% of portfolio
51,743
Q3 2024 Added 19.23%
$6.71B
$27.9 Million 0.39% of portfolio
143,554
Q3 2024 Added 1.86%
$8.04B
$27.8 Million 0.39% of portfolio
134,060
Q3 2024 Added 18.96%
$110B
$27.5 Million 0.38% of portfolio
119,497
Q3 2024 Added 18.65%
$253B
$27.3 Million 0.38% of portfolio
240,456
Q3 2024 Added 30.12%
$152B
$26.5 Million 0.37% of portfolio
313,101
Q3 2024 Added 38.15%
$69.4B
$26.3 Million 0.36% of portfolio
102,904
Q3 2024 Added 11.35%
$124B
$25.9 Million 0.36% of portfolio
67,463
Q3 2024 Added 1.48%
$56.5B
$24.7 Million 0.34% of portfolio
225,600
Q3 2024 Added 23.38%
$212B
$24.2 Million 0.34% of portfolio
27,003
Q3 2024 Added 1.69%
$178B
$23.5 Million 0.33% of portfolio
523,408
Q3 2024 Added 483.67%
$407B
$23.4 Million 0.33% of portfolio
144,610
Q3 2024 Added 132.04%
$236B
$23.6 Million 0.33% of portfolio
444,271
Q3 2024 Added 29.05%
$30.4B
$23.3 Million 0.32% of portfolio
80,076
Q3 2024 Added 7.23%
$206B
$23.1 Million 0.32% of portfolio
58,982
Q3 2024 Added 25.41%
$519B
$22.7 Million 0.31% of portfolio
133,085
Q3 2024 Added 13.24%
$195B
$21.8 Million 0.3% of portfolio
44,417
Q3 2024 Added 2.7%
$155B
$21.9 Million 0.3% of portfolio
67,847
Q3 2024 Added 20.75%
$212B
$22 Million 0.3% of portfolio
72,122
Q3 2024 Added 19.28%
$66.4B
$20.9 Million 0.29% of portfolio
121,109
Q3 2024 Added 999.99%
$82.7B
$20.9 Million 0.29% of portfolio
106,767
Q3 2024 Added 1.19%
$75.7B
$21.1 Million 0.29% of portfolio
18,309
Q3 2024 Added 3.75%
$99.3B
$20 Million 0.28% of portfolio
52,486
Q3 2024 Added 1.14%
$165B
$20.1 Million 0.28% of portfolio
74,411
Q3 2024 Added 44.75%
$13.5B
$19.2 Million 0.27% of portfolio
366,799
Q3 2024 Reduced 5.11%
$25.1B
$19.4 Million 0.27% of portfolio
45,014
Q3 2024 Reduced 18.34%
$316B
$19.5 Million 0.27% of portfolio
132,559
Q3 2024 Added 24.94%

Summary

  • Portfolio
  • No. of Stocks 837
  • Current Value $7.2 Billion
  • Prior Value $6.12 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 171 stocks
  • Additional Purchases 421 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 204 stocks
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