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
$34.5B
$6.45 Million 0.09% of portfolio
54,307
Q3 2024 Added 26.3%
$0
$6.6 Million 0.09% of portfolio
159,947
Q3 2024 Added 8.16%
$0
$6.25 Million 0.09% of portfolio
188,086
Q3 2024 Reduced 3.12%
$113B
$6.29 Million 0.09% of portfolio
69,889
Q3 2024 Added 119.53%
$4.77B
$6.36 Million 0.09% of portfolio
194,172
Q3 2024 New
$0
$6.52 Million 0.09% of portfolio
310,096
Q3 2024 Reduced 4.34%
$3.32B
$5.57 Million 0.08% of portfolio
135,837
Q3 2024 Added 3.53%
$0
$5.78 Million 0.08% of portfolio
57,657
Q3 2024 Reduced 18.23%
$113B
$5.92 Million 0.08% of portfolio
70,608
Q3 2024 Added 144.73%
$0
$5.59 Million 0.08% of portfolio
129,555
Q3 2024 New
$0
$5.72 Million 0.08% of portfolio
130,585
Q3 2024 New
$0
$5.71 Million 0.08% of portfolio
124,442
Q3 2024 Added 30.3%
$205B
$6.04 Million 0.08% of portfolio
52,945
Q3 2024 Added 30.61%
$0
$5.82 Million 0.08% of portfolio
59,765
Q3 2024 Added 378.54%
$0
$5.88 Million 0.08% of portfolio
140,749
Q3 2024 Reduced 36.29%
$0
$5.7 Million 0.08% of portfolio
59,533
Q3 2024 Added 0.76%
$63.8B
$5.56 Million 0.08% of portfolio
77,380
Q3 2024 Added 52.44%
$58.3B
$5.53 Million 0.08% of portfolio
6,833
Q3 2024 Added 61.61%
$0
$5.32 Million 0.07% of portfolio
63,981
Q3 2024 Added 0.37%
$56.1B
$5 Million 0.07% of portfolio
135,401
Q3 2024 Added 35.05%
$0
$5.28 Million 0.07% of portfolio
48,074
Q3 2024 Added 1.58%
$3.57B
$5.17 Million 0.07% of portfolio
80,687
Q3 2024 Added 10.87%
$85.5B
$4.85 Million 0.07% of portfolio
31,889
Q3 2024 Added 894.36%
$0
$5.09 Million 0.07% of portfolio
99,661
Q3 2024 Reduced 2.41%
$0
$4.87 Million 0.07% of portfolio
118,335
Q3 2024 Reduced 3.79%
$0
$5.36 Million 0.07% of portfolio
255,947
Q3 2024 Added 28.89%
$0
$5.38 Million 0.07% of portfolio
229,340
Q3 2024 Added 0.2%
$85.1B
$4.93 Million 0.07% of portfolio
20,260
Q3 2024 Added 1,997.31%
$13.4B
$4.87 Million 0.07% of portfolio
16,715
Q3 2024 Added 3.0%
$0
$5.01 Million 0.07% of portfolio
105,775
Q3 2024 Reduced 0.51%
$72.9B
$4.86 Million 0.07% of portfolio
16,321
Q3 2024 Added 477.53%
$76.4B
$5.03 Million 0.07% of portfolio
110,054
Q3 2024 Added 71.8%
$70.1B
$5.36 Million 0.07% of portfolio
35,774
Q3 2024 New
$0
$5.22 Million 0.07% of portfolio
18,391
Q3 2024 Reduced 44.95%
$373B
$5.23 Million 0.07% of portfolio
131,776
Q3 2024 Added 37.11%
$142B
$4.32 Million 0.06% of portfolio
7,392
Q3 2024 Added 704.35%
$64.2B
$4.56 Million 0.06% of portfolio
206,311
Q3 2024 Added 1,722.21%
$42.8B
$3.99 Million 0.06% of portfolio
21,287
Q3 2024 Added 248.97%
$0
$4.36 Million 0.06% of portfolio
36,486
Q3 2024 Added 0.97%
$221B
$4.11 Million 0.06% of portfolio
24,157
Q3 2024 Added 76.57%
$1.03B
$4.59 Million 0.06% of portfolio
55,141
Q3 2024 Added 3.16%
$0
$4.03 Million 0.06% of portfolio
43,117
Q3 2024 Reduced 8.2%
$0
$4.67 Million 0.06% of portfolio
75,929
Q3 2024 Reduced 7.9%
$0
$4.19 Million 0.06% of portfolio
29,524
Q3 2024 Added 240.1%
$164B
$4.34 Million 0.06% of portfolio
197,047
Q3 2024 Added 33.12%
$175B
$4.67 Million 0.06% of portfolio
27,488
Q3 2024 Added 153.0%
$5.2B
$4.1 Million 0.06% of portfolio
20,804
Q3 2024 Added 55.15%
$154B
$4.27 Million 0.06% of portfolio
16,826
Q3 2024 Added 83.41%
$10.6B
$4.03 Million 0.06% of portfolio
12,079
Q3 2024 Reduced 11.14%

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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