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.
Stock Holdings Table Market Cap. of Under $50 Millions
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