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
$174B
$17.6 Million 0.29% of portfolio
56,188
Q2 2024 Added 2.6%
$6.3B
$18 Million 0.29% of portfolio
85,575
Q2 2024 Added 6.43%
$55.6B
$17.9 Million 0.29% of portfolio
182,848
Q2 2024 Added 36.35%
$49.6B
$17.1 Million 0.28% of portfolio
113,795
Q2 2024 Added 30.43%
$7.6B
$16.8 Million 0.28% of portfolio
389,836
Q2 2024 Added 2.1%
$62B
$17.1 Million 0.28% of portfolio
66,067
Q2 2024 Added 39.36%
$142B
$17.1 Million 0.28% of portfolio
50,368
Q2 2024 Added 4.58%
$307B
$16.6 Million 0.27% of portfolio
106,100
Q2 2024 Reduced 29.59%
$238B
$16.4 Million 0.27% of portfolio
344,260
Q2 2024 Added 37.63%
$142B
$16.5 Million 0.27% of portfolio
144,348
Q2 2024 Added 7.82%
$510B
$16.6 Million 0.27% of portfolio
117,523
Q2 2024 Added 12.98%
$126B
$16.7 Million 0.27% of portfolio
217,335
Q2 2024 Added 7.44%
$16.5B
$16.2 Million 0.26% of portfolio
53,190
Q2 2024 Added 0.21%
$151B
$16 Million 0.26% of portfolio
226,639
Q2 2024 Added 26.78%
$24.3B
$16.2 Million 0.26% of portfolio
105,257
Q2 2024 Reduced 0.23%
$66.3B
$15.8 Million 0.26% of portfolio
324,634
Q2 2024 Added 4.85%
$16.7B
$15.9 Million 0.26% of portfolio
72,584
Q2 2024 Added 2.78%
$15.4B
$16 Million 0.26% of portfolio
42,061
Q2 2024 Added 1,362.48%
$15.8B
$16 Million 0.26% of portfolio
249,445
Q2 2024 New
$208B
$15.7 Million 0.26% of portfolio
47,030
Q2 2024 Added 2.17%
$60.2B
$15.9 Million 0.26% of portfolio
28,177
Q2 2024 Added 4.91%
$14.4B
$15.6 Million 0.26% of portfolio
32,952
Q2 2024 Added 0.19%
$165B
$15.1 Million 0.25% of portfolio
63,840
Q2 2024 Added 82.32%
$100B
$15.5 Million 0.25% of portfolio
51,894
Q2 2024 Added 4.75%
$220B
$15.4 Million 0.25% of portfolio
60,463
Q2 2024 Added 6.91%
$8.96B
$14.4 Million 0.24% of portfolio
80,068
Q2 2024 Added 605.07%
$34.1B
$14.6 Million 0.24% of portfolio
118,490
Q2 2024 Reduced 0.49%
$133B
$14.9 Million 0.24% of portfolio
31,779
Q2 2024 Added 1,219.73%
$20.6B
$14.8 Million 0.24% of portfolio
97,896
Q2 2024 Reduced 47.38%
$9.88B
$14.8 Million 0.24% of portfolio
60,629
Q2 2024 Added 1.43%
$34.8B
$14.6 Million 0.24% of portfolio
74,168
Q2 2024 Reduced 0.33%
$9.75B
$14.3 Million 0.23% of portfolio
147,943
Q2 2024 New
$224B
$14.1 Million 0.23% of portfolio
46,516
Q2 2024 Reduced 47.35%
$25.9B
$13.9 Million 0.23% of portfolio
133,956
Q2 2024 Added 0.27%
$82.4B
$13.9 Million 0.23% of portfolio
89,080
Q2 2024 Added 936.05%
$83.5B
$13.8 Million 0.23% of portfolio
58,202
Q2 2024 Added 0.14%
$47.2B
$14 Million 0.23% of portfolio
180,389
Q2 2024 New
$78.6B
$14.2 Million 0.23% of portfolio
112,721
Q2 2024 Added 6.36%
$77.2B
$13.7 Million 0.22% of portfolio
141,659
Q2 2024 Reduced 0.33%
$14.8B
$13.5 Million 0.22% of portfolio
43,958
Q2 2024 Added 2.05%
$87.4B
$13.3 Million 0.22% of portfolio
31,576
Q2 2024 Added 6.28%
$322B
$13.2 Million 0.22% of portfolio
51,513
Q2 2024 Added 5.98%
$22.9B
$12.8 Million 0.21% of portfolio
32,981
Q2 2024 Added 1.8%
$15.6B
$12.7 Million 0.21% of portfolio
151,392
Q2 2024 Added 9.11%
$31.8B
$12.7 Million 0.21% of portfolio
142,228
Q2 2024 Added 3.79%
$24B
$12.8 Million 0.21% of portfolio
38,797
Q2 2024 Added 1.91%
$37B
$12.3 Million 0.2% of portfolio
64,412
Q2 2024 Added 1.59%
$6.18B
$12.2 Million 0.2% of portfolio
99,725
Q2 2024 New
$29.6B
$11.9 Million 0.2% of portfolio
76,778
Q2 2024 Added 0.75%

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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