Congress Wealth Management LLC Portfolio Holdings

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

Congress Wealth Management LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $6.12 Billion distributed in 709 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Group Inc with a value of $253M, Technology Sector Spdr with a value of $230M, Janus Detroit Str Tr Henderson with a value of $141M, Financial Sector Spdr with a value of $121M, and Apple Inc. with a value of $114M.

Examining the 13F form we can see an increase of $474M in the current position value, from $5.64B to 6.12B.

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 $6.12 Billion
ETFs: $2.65 Billion
Technology: $921 Million
Financial Services: $591 Million
Industrials: $461 Million
Healthcare: $460 Million
Consumer Cyclical: $341 Million
Consumer Defensive: $244 Million
Communication Services: $165 Million
Other: $283 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$49.9B
$231,000 0.0% of portfolio
1,030
Q2 2024 Added 1.18%
$43.3B
$214,000 0.0% of portfolio
17,078
Q2 2024 Reduced 9.39%
$13.2B
$274,000 0.0% of portfolio
1,598
Q2 2024 Reduced 50.16%
$18.2B
$289,000 0.0% of portfolio
9,815
Q2 2024 New
$103B
$250,000 0.0% of portfolio
4,552
Q2 2024 Reduced 9.9%
$120M
$94,000 0.0% of portfolio
30,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 709
  • Current Value $6.12 Billion
  • Prior Value $5.64 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 172 stocks
  • Additional Purchases 302 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 212 stocks
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