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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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