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
$2.03 Million 0.03% of portfolio
54,886
Q3 2024 Added 1.54%
$296B
$2.06 Million 0.03% of portfolio
10,005
Q3 2024 New
$107B
$2.26 Million 0.03% of portfolio
75,611
Q3 2024 Reduced 2.09%
$8.35B
$2.14 Million 0.03% of portfolio
16,392
Q3 2024 Added 1.46%
$0
$2.14 Million 0.03% of portfolio
41,328
Q3 2024 Added 1.26%
$62.3B
$2.21 Million 0.03% of portfolio
8,898
Q3 2024 Added 484.63%
$237B
$2 Million 0.03% of portfolio
16,776
Q3 2024 Added 64.25%
$0
$2.02 Million 0.03% of portfolio
10,071
Q3 2024 New
$0
$2.13 Million 0.03% of portfolio
30,126
Q3 2024 New
$52.1B
$2.32 Million 0.03% of portfolio
17,265
Q3 2024 Added 763.25%
$41.2B
$1.92 Million 0.03% of portfolio
24,839
Q3 2024 New
$0
$2.05 Million 0.03% of portfolio
33,848
Q3 2024 Reduced 6.31%
$63.6B
$1.83 Million 0.03% of portfolio
42,876
Q3 2024 New
$1.55B
$2.04 Million 0.03% of portfolio
149,917
Q3 2024 Added 63.06%
$1.11T
$2.46 Million 0.03% of portfolio
9,397
Q3 2024 Added 22.39%
$53.1B
$1.98 Million 0.03% of portfolio
8,039
Q3 2024 Reduced 4.95%
$0
$2.22 Million 0.03% of portfolio
35,552
Q3 2024 Added 0.65%
$12.4B
$2.01 Million 0.03% of portfolio
10,457
Q3 2024 Added 3.06%
$127B
$2.37 Million 0.03% of portfolio
8,581
Q3 2024 Reduced 1.9%
$15.5B
$1.77 Million 0.02% of portfolio
10,620
Q3 2024 Added 60.06%
$15.3B
$1.27 Million 0.02% of portfolio
36,709
Q3 2024 New
$18B
$1.73 Million 0.02% of portfolio
28,124
Q3 2024 Added 39.84%
$3.23B
$1.31 Million 0.02% of portfolio
17,810
Q3 2024 Added 61.62%
$0
$1.51 Million 0.02% of portfolio
112,335
Q3 2024 Reduced 23.83%
$89.6B
$1.22 Million 0.02% of portfolio
2,465
Q3 2024 Reduced 2.91%
$3.31B
$1.28 Million 0.02% of portfolio
15,980
Q3 2024 Added 60.76%
$24.1B
$1.49 Million 0.02% of portfolio
148,294
Q3 2024 New
$102B
$1.27 Million 0.02% of portfolio
24,820
Q3 2024 Added 98.54%
$120B
$1.28 Million 0.02% of portfolio
20,436
Q3 2024 Added 6.83%
$0
$1.31 Million 0.02% of portfolio
10,395
Q3 2024 Added 2.13%
$0
$1.33 Million 0.02% of portfolio
25,025
Q3 2024 Reduced 3.03%
$0
$1.2 Million 0.02% of portfolio
9,115
Q3 2024 Reduced 34.78%
$0
$1.08 Million 0.02% of portfolio
27,296
Q3 2024 Added 6.8%
$2.42B
$1.37 Million 0.02% of portfolio
8,743
Q3 2024 Added 0.81%
$71B
$1.29 Million 0.02% of portfolio
9,460
Q3 2024 Added 58.72%
$554M
$1.1 Million 0.02% of portfolio
68,345
Q3 2024 Added 59.41%
$142B
$1.32 Million 0.02% of portfolio
17,533
Q3 2024 Added 4.72%
$31.9B
$1.71 Million 0.02% of portfolio
15,458
Q3 2024 Added 13.77%
$22.9B
$1.09 Million 0.02% of portfolio
8,038
Q3 2024 New
$39B
$1.13 Million 0.02% of portfolio
17,297
Q3 2024 Added 286.78%
$42.1B
$1.1 Million 0.02% of portfolio
11,000
Q3 2024 New
$0
$1.1 Million 0.02% of portfolio
26,371
Q3 2024 Reduced 0.36%
$0
$1.18 Million 0.02% of portfolio
24,224
Q3 2024 Added 1.4%
$267B
$1.28 Million 0.02% of portfolio
1,540
Q3 2024 Reduced 8.98%
$0
$1.79 Million 0.02% of portfolio
91,136
Q3 2024 New
$0
$1.25 Million 0.02% of portfolio
2,957
Q3 2024 New
$17.8B
$1.59 Million 0.02% of portfolio
13,143
Q3 2024 Added 141.69%
$0
$1.52 Million 0.02% of portfolio
34,479
Q3 2024 Reduced 40.34%
$0
$1.11 Million 0.02% of portfolio
15,314
Q3 2024 Added 28.48%

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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