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
$117M
$139,000 0.0% of portfolio
30,000
Q2 2024 New
$14.6B
$232,000 0.0% of portfolio
1,057
Q3 2024 New
$33.7B
$323,000 0.0% of portfolio
4,961
Q3 2024 Reduced 18.11%
$5.3B
$209,000 0.0% of portfolio
4,798
Q3 2024 New
$12.9B
$282,000 0.0% of portfolio
1,598
Q2 2024 Reduced 50.16%
$39.1B
$271,000 0.0% of portfolio
1,827
Q3 2024 New
$5.19B
$269,000 0.0% of portfolio
13,468
Q3 2024 New
$989M
$296,000 0.0% of portfolio
15,205
Q2 2024 New
$41.8B
$315,000 0.0% of portfolio
5,305
Q3 2024 Reduced 4.53%
$7.21B
$299,000 0.0% of portfolio
2,778
Q3 2024 New
$19.5B
$287,000 0.0% of portfolio
23,857
Q3 2024 Reduced 0.35%
$52B
$263,000 0.0% of portfolio
815
Q3 2024 New
$101B
$293,000 0.0% of portfolio
4,646
Q3 2024 Added 2.07%
$2.24B
$38,000 0.0% of portfolio
10,106
Q3 2024 New
$23.9B
$0 0.0% of portfolio
-
Q3 2024 Reduced 0.03%
$90.9B
$316,000 0.0% of portfolio
1,523
Q3 2024 Added 11.25%
$3.68B
$269,000 0.0% of portfolio
4,884
Q3 2024 New
$8.13B
$280,000 0.0% of portfolio
2,064
Q3 2024 Reduced 3.51%
$34.2B
$282,000 0.0% of portfolio
3,753
Q3 2024 Reduced 5.39%
$38.2B
$242,000 0.0% of portfolio
1,738
Q3 2024 New
$532M
$245,000 0.0% of portfolio
7,961
Q3 2024 Added 0.33%
$284B
$359,000 0.0% of portfolio
6,361
Q3 2024 Added 20.04%
$4.6B
$326,000 0.0% of portfolio
4,125
Q3 2024 New
$34.2B
$203,000 0.0% of portfolio
11,779
Q3 2024 New
$3.78B
$229,000 0.0% of portfolio
892
Q3 2024 New
$18.4B
$313,000 0.0% of portfolio
9,369
Q3 2024 Reduced 4.54%
$45.1B
$293,000 0.0% of portfolio
1,095
Q3 2024 Added 1.58%
$10.4B
$223,000 0.0% of portfolio
170
Q3 2024 New
$47.7B
$233,000 0.0% of portfolio
17,118
Q3 2024 Reduced 49.94%
$8.49B
$271,000 0.0% of portfolio
1,486
Q3 2024 New
$82.1B
$235,000 0.0% of portfolio
905
Q3 2024 New
$509M
$166,000 0.0% of portfolio
13,525
Q2 2024 New
$3.99B
$298,000 0.0% of portfolio
4,272
Q3 2024 New
$5.45B
$282,000 0.0% of portfolio
2,952
Q3 2024 New
$7.65B
$266,000 0.0% of portfolio
24,104
Q3 2024 New
$0
$248,000 0.0% of portfolio
19,108
Q4 2021 New
$3.14B
$210,000 0.0% of portfolio
10,349
Q3 2024 New
$12.2B
$230,000 0.0% of portfolio
2,124
Q3 2024 New
$0
$308,000 0.0% of portfolio
21,738
Q3 2024 New
$44.9B
$351,000 0.0% of portfolio
879
Q3 2024 New
$157M
$212,000 0.0% of portfolio
14,990
Q3 2024 New
$12.9B
$207,000 0.0% of portfolio
1,513
Q3 2024 New
$47B
$262,000 0.0% of portfolio
2,167
Q3 2024 New
$3.35B
$251,000 0.0% of portfolio
3,225
Q3 2024 New
$5.62B
$233,000 0.0% of portfolio
1,478
Q3 2024 New
$1.07B
$182,000 0.0% of portfolio
90,658
Q3 2024 Added 1.12%
$379M
$112,000 0.0% of portfolio
45,455
Q2 2024 New
$52.2B
$265,000 0.0% of portfolio
2,910
Q3 2024 Reduced 78.28%
$2.26B
$45,000 0.0% of portfolio
26,422
Q3 2024 New

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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