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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.77 Million 0.02% of portfolio
22,070
Q3 2024 Reduced 16.04%
$35B
$1.68 Million 0.02% of portfolio
16,162
Q3 2024 Added 64.05%
$0
$1.32 Million 0.02% of portfolio
7,275
Q3 2024 New
$115B
$1.45 Million 0.02% of portfolio
14,824
Q3 2024 Added 47.87%
$0
$1.67 Million 0.02% of portfolio
56,666
Q3 2024 Added 21.91%
$0
$1.54 Million 0.02% of portfolio
27,929
Q3 2024 Reduced 3.4%
$16.6B
$1.59 Million 0.02% of portfolio
41,884
Q3 2024 Added 48.66%
$0
$1.77 Million 0.02% of portfolio
8,016
Q3 2024 Added 232.89%
$0
$1.65 Million 0.02% of portfolio
19,795
Q3 2024 Added 3.16%
$28.8B
$1.18 Million 0.02% of portfolio
17,542
Q3 2024 Reduced 90.08%
$132B
$1.3 Million 0.02% of portfolio
3,120
Q3 2024 Added 4.52%
$0
$1.23 Million 0.02% of portfolio
12,843
Q3 2024 Added 0.09%
$0
$1.69 Million 0.02% of portfolio
5,183
Q3 2024 Added 81.99%
$2.19B
$1.46 Million 0.02% of portfolio
20,347
Q3 2024 New
$147B
$1.74 Million 0.02% of portfolio
7,068
Q3 2024 Added 37.38%
$0
$1.2 Million 0.02% of portfolio
9,715
Q3 2024 New
$58.8B
$1.09 Million 0.02% of portfolio
1,957
Q3 2024 Reduced 93.05%
$0
$1.61 Million 0.02% of portfolio
13,733
Q3 2024 Added 145.45%
$0
$1.1 Million 0.02% of portfolio
9,192
Q3 2024 New
$203B
$1.24 Million 0.02% of portfolio
10,233
Q3 2024 Added 204.83%
$90.5B
$1.11 Million 0.02% of portfolio
35,207
Q3 2024 Added 143.14%
$36.7B
$1.16 Million 0.02% of portfolio
14,413
Q3 2024 New
$195B
$1.55 Million 0.02% of portfolio
8,235
Q3 2024 Added 38.99%
$763M
$1.41 Million 0.02% of portfolio
23,065
Q3 2024 Added 40.68%
$62.5B
$1.8 Million 0.02% of portfolio
42,829
Q3 2024 Added 38.9%
$173B
$1.55 Million 0.02% of portfolio
22,657
Q3 2024 New
$0
$1.19 Million 0.02% of portfolio
9,465
Q3 2024 Added 57.99%
$0
$1.23 Million 0.02% of portfolio
46,960
Q3 2024 Reduced 63.81%
$96.9B
$1.12 Million 0.02% of portfolio
2,149
Q3 2024 Added 25.97%
$872M
$1.36 Million 0.02% of portfolio
44,655
Q3 2024 Added 43.72%
$42.8B
$1.27 Million 0.02% of portfolio
25,568
Q3 2024 Reduced 9.75%
$0
$1.77 Million 0.02% of portfolio
58,258
Q3 2024 Reduced 68.18%
$21B
$1.11 Million 0.02% of portfolio
8,017
Q3 2024 New
$6.45B
$1.72 Million 0.02% of portfolio
9,100
Q3 2024 Added 55.82%
$0
$1.2 Million 0.02% of portfolio
18,499
Q3 2024 Added 48.51%
$0
$1.56 Million 0.02% of portfolio
5,905
Q3 2024 Added 361.33%
$2.14B
$1.61 Million 0.02% of portfolio
15,880
Q3 2024 Added 4.2%
$92B
$1.2 Million 0.02% of portfolio
4,813
Q3 2024 Added 11.72%
$7.03B
$1.41 Million 0.02% of portfolio
47,480
Q3 2024 Added 60.73%
$0
$914,000 0.01% of portfolio
9,552
Q3 2024 Added 102.37%
$0
$1.04 Million 0.01% of portfolio
34,417
Q3 2024 Added 1.25%
$0
$594,000 0.01% of portfolio
10,867
Q3 2024 Reduced 5.94%
$0
$868,000 0.01% of portfolio
9,853
Q3 2024 Added 124.29%
$0
$714,000 0.01% of portfolio
5,400
Q3 2024 Reduced 30.23%
$0
$640,000 0.01% of portfolio
7,766
Q3 2024 New
$0
$391,000 0.01% of portfolio
4,509
Q3 2024 Reduced 80.97%
$0
$765,000 0.01% of portfolio
10,000
Q2 2024 New
$0
$694,000 0.01% of portfolio
20,344
Q3 2024 New
$0
$478,000 0.01% of portfolio
9,410
Q3 2024 Reduced 16.39%

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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