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
$124B
$9.83 Million 0.14% of portfolio
189,969
Q3 2024 Added 198.61%
$0
$10.1 Million 0.14% of portfolio
331,483
Q3 2024 Reduced 2.97%
$10.2B
$10.2 Million 0.14% of portfolio
254,932
Q3 2024 Added 50.23%
$2.27B
$10.2 Million 0.14% of portfolio
109,809
Q3 2024 Added 4.7%
$6.82B
$9.94 Million 0.14% of portfolio
43,706
Q3 2024 Added 0.25%
$4.42B
$9.77 Million 0.14% of portfolio
75,130
Q3 2024 Added 2.48%
$26.7B
$9.57 Million 0.13% of portfolio
87,882
Q3 2024 Added 0.58%
$2.57B
$9.09 Million 0.13% of portfolio
54,541
Q3 2024 Added 1.37%
$95.8B
$9.72 Million 0.13% of portfolio
71,288
Q3 2024 Added 1.98%
$3.63B
$9.29 Million 0.13% of portfolio
57,261
Q3 2024 Added 0.79%
$1.88B
$9.05 Million 0.13% of portfolio
90,321
Q3 2024 Added 2.35%
$0
$9.32 Million 0.13% of portfolio
173,661
Q3 2024 Added 1.36%
$17.3B
$9.09 Million 0.13% of portfolio
65,090
Q3 2024 Added 58.54%
$1.99B
$9.57 Million 0.13% of portfolio
246,830
Q3 2024 Added 29.58%
$209B
$9.62 Million 0.13% of portfolio
100,034
Q3 2024 Added 61.9%
$4.96B
$9.28 Million 0.13% of portfolio
46,286
Q3 2024 Added 0.56%
$0
$8.3 Million 0.12% of portfolio
98,184
Q3 2024 Reduced 7.15%
$5.98B
$8.69 Million 0.12% of portfolio
88,026
Q3 2024 Added 5.53%
$5.79B
$8.5 Million 0.12% of portfolio
48,318
Q3 2024 Added 5.65%
$0
$8.84 Million 0.12% of portfolio
33,074
Q3 2024 Reduced 9.91%
$0
$8.68 Million 0.12% of portfolio
78,790
Q3 2024 New
$5.69B
$8.88 Million 0.12% of portfolio
93,554
Q3 2024 Added 1.13%
$5.82B
$8.48 Million 0.12% of portfolio
99,866
Q3 2024 Added 0.14%
$41.4B
$8.12 Million 0.11% of portfolio
91,154
Q3 2024 Added 22.14%
$6.05B
$7.66 Million 0.11% of portfolio
196,355
Q3 2024 Added 0.79%
$46.2B
$7.8 Million 0.11% of portfolio
54,787
Q3 2024 Added 64.2%
$4.97B
$7.78 Million 0.11% of portfolio
81,069
Q3 2024 Added 2.06%
$0
$8.16 Million 0.11% of portfolio
55,458
Q3 2024 Reduced 1.26%
$0
$7.8 Million 0.11% of portfolio
180,946
Q3 2024 New
$11.7B
$7.81 Million 0.11% of portfolio
49,145
Q3 2024 Added 39.0%
$63.2B
$8.2 Million 0.11% of portfolio
62,351
Q3 2024 Added 1.14%
$4.98B
$7.4 Million 0.1% of portfolio
35,532
Q3 2024 Added 0.76%
$192B
$7.11 Million 0.1% of portfolio
170,199
Q3 2024 Added 48.32%
$0
$7.44 Million 0.1% of portfolio
144,426
Q3 2024 Added 1.7%
$0
$7.04 Million 0.1% of portfolio
101,949
Q3 2024 New
$424B
$6.9 Million 0.1% of portfolio
10
Q3 2024 Added 42.86%
$2.31B
$6.86 Million 0.1% of portfolio
170,553
Q3 2024 New
$2.7B
$7.38 Million 0.1% of portfolio
174,609
Q3 2024 Added 38.21%
$3.78B
$7.29 Million 0.1% of portfolio
54,702
Q3 2024 Added 3.94%
$0
$7.26 Million 0.1% of portfolio
42,219
Q3 2024 New
$0
$6.9 Million 0.1% of portfolio
183,753
Q3 2024 Added 5.31%
$74.1B
$7.26 Million 0.1% of portfolio
93,631
Q3 2024 Added 2.52%
$4.84B
$7.44 Million 0.1% of portfolio
119,274
Q3 2024 Added 2.87%
$223B
$7.42 Million 0.1% of portfolio
64,528
Q3 2024 Added 147.04%
$0
$6.15 Million 0.09% of portfolio
36,888
Q3 2024 Reduced 54.66%
$5.93B
$6.38 Million 0.09% of portfolio
202,340
Q3 2024 Added 64.52%
$4.42B
$6.46 Million 0.09% of portfolio
75,765
Q3 2024 New
$43.7B
$6.27 Million 0.09% of portfolio
106,680
Q3 2024 Added 38.07%
$0
$6.79 Million 0.09% of portfolio
337,859
Q3 2024 Added 4.68%

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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