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
$14.1B
$18.4 Million 0.26% of portfolio
55,949
Q3 2024 Added 261.5%
$219B
$18.9 Million 0.26% of portfolio
69,557
Q3 2024 Added 55.78%
$191B
$18.4 Million 0.26% of portfolio
29,623
Q3 2024 Added 2.28%
$70.6B
$18.8 Million 0.26% of portfolio
167,972
Q3 2024 Added 50.22%
$131B
$18.6 Million 0.26% of portfolio
222,094
Q3 2024 Added 2.19%
$17B
$18.4 Million 0.26% of portfolio
47,051
Q3 2024 Reduced 11.54%
$336B
$18.7 Million 0.26% of portfolio
68,260
Q3 2024 Added 32.51%
$48.6B
$18.4 Million 0.26% of portfolio
184,006
Q3 2024 Added 2.01%
$0
$18.3 Million 0.25% of portfolio
135,329
Q3 2024 New
$409B
$17.8 Million 0.25% of portfolio
102,814
Q3 2024 Reduced 31.61%
$13B
$18.1 Million 0.25% of portfolio
258,093
Q3 2024 Reduced 1.55%
$148B
$18.1 Million 0.25% of portfolio
50,172
Q3 2024 Reduced 0.39%
$10.3B
$18.3 Million 0.25% of portfolio
115,690
Q3 2024 Added 5.86%
$75B
$17.3 Million 0.24% of portfolio
275,937
Q3 2024 Added 169.12%
$19.8B
$17.5 Million 0.24% of portfolio
107,414
Q3 2024 Added 2.05%
$1.66B
$17.2 Million 0.24% of portfolio
299,296
Q3 2024 New
$26.9B
$17.6 Million 0.24% of portfolio
19,071
Q3 2024 Reduced 37.29%
$6.37B
$17.1 Million 0.24% of portfolio
298,425
Q3 2024 Added 345.09%
$6.83B
$17.6 Million 0.24% of portfolio
420,415
Q3 2024 Added 7.84%
$227B
$17 Million 0.24% of portfolio
47,966
Q3 2024 Added 3.12%
$59B
$17.6 Million 0.24% of portfolio
73,200
Q3 2024 Added 2.1%
$151B
$17.4 Million 0.24% of portfolio
86,354
Q3 2024 Added 35.27%
$90.3B
$17.2 Million 0.24% of portfolio
27,303
Q3 2024 Added 14.61%
$22.6B
$16.7 Million 0.23% of portfolio
92,603
Q3 2024 Added 375.57%
$116B
$16.4 Million 0.23% of portfolio
35,248
Q3 2024 Added 10.92%
$5.74B
$16.9 Million 0.23% of portfolio
116,474
Q3 2024 Added 21.26%
$119B
$16.8 Million 0.23% of portfolio
49,200
Q3 2024 Added 487.25%
$0
$16.2 Million 0.23% of portfolio
85,499
Q3 2024 Reduced 54.75%
$82.9B
$15.5 Million 0.22% of portfolio
59,081
Q3 2024 Added 1.51%
$142B
$15.7 Million 0.22% of portfolio
148,692
Q3 2024 Added 3.01%
$35.1B
$15.9 Million 0.22% of portfolio
74,091
Q3 2024 Reduced 0.1%
$9.11B
$15.6 Million 0.22% of portfolio
80,458
Q3 2024 Added 0.49%
$35.6B
$15.9 Million 0.22% of portfolio
65,278
Q3 2024 Added 1.34%
$14.4B
$16.1 Million 0.22% of portfolio
42,844
Q3 2024 Reduced 2.53%
$79.4B
$15.6 Million 0.22% of portfolio
127,267
Q3 2024 Added 12.9%
$15.5B
$15.8 Million 0.22% of portfolio
42,194
Q3 2024 Added 0.32%
$9.69B
$15.8 Million 0.22% of portfolio
153,931
Q3 2024 Added 4.05%
$78.6B
$15.6 Million 0.22% of portfolio
150,277
Q3 2024 Added 6.08%
$22.5B
$15.2 Million 0.21% of portfolio
34,822
Q3 2024 Added 5.58%
$152B
$15.3 Million 0.21% of portfolio
73,984
Q3 2024 Reduced 35.66%
$202B
$14.8 Million 0.21% of portfolio
23,978
Q3 2024 Added 951.21%
$31.3B
$14.9 Million 0.21% of portfolio
144,008
Q3 2024 Added 1.25%
$3.24B
$15.4 Million 0.21% of portfolio
688,198
Q3 2024 New
$87.6B
$15.2 Million 0.21% of portfolio
32,095
Q3 2024 Added 1.64%
$0
$15.2 Million 0.21% of portfolio
320,710
Q3 2024 Added 0.85%
$15.1B
$15.1 Million 0.21% of portfolio
283,071
Q3 2024 Added 29.53%
$35.2B
$14.6 Million 0.2% of portfolio
118,991
Q3 2024 Added 0.42%
$8.25B
$14.4 Million 0.2% of portfolio
60,680
Q3 2024 Added 0.08%
$14.5B
$14.5 Million 0.2% of portfolio
33,056
Q3 2024 Added 0.32%

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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