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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$143B
$354,000 0.0% of portfolio
2,630
Q3 2024 Reduced 51.26%
$0
$153,000 0.0% of portfolio
21,950
Q3 2024 New
$11.8B
$237,000 0.0% of portfolio
1,437
Q3 2024 New
$3.07B
$239,000 0.0% of portfolio
16,877
Q3 2024 New
$3.4B
$202,000 0.0% of portfolio
14,360
Q2 2024 New
$91.3B
$227,000 0.0% of portfolio
294
Q3 2024 Added 10.94%
$11.9B
$226,000 0.0% of portfolio
3,047
Q3 2024 New
$28.3B
$286,000 0.0% of portfolio
191
Q3 2024 Reduced 5.91%
$45.5B
$240,000 0.0% of portfolio
3,448
Q3 2024 New
$21.7B
$359,000 0.0% of portfolio
3,948
Q3 2024 Reduced 4.27%
-
$0 0.0% of portfolio
-
Q3 2024 Added 2.01%
$50.1B
$267,000 0.0% of portfolio
1,123
Q3 2024 Added 9.03%
$3.93B
$267,000 0.0% of portfolio
5,339
Q1 2024 Reduced 12.32%
$14.3B
$192,000 0.0% of portfolio
8,960
Q3 2024 Reduced 5.0%
$9.41B
$337,000 0.0% of portfolio
4,458
Q3 2024 Added 62.58%
$3.28B
$206,000 0.0% of portfolio
12,271
Q3 2024 New
$21.1B
$201,000 0.0% of portfolio
2,955
Q3 2024 New
$14.3B
$203,000 0.0% of portfolio
8,330
Q3 2024 New
$6.82B
$233,000 0.0% of portfolio
1,789
Q3 2024 New
$11.8B
$282,000 0.0% of portfolio
2,333
Q3 2024 New
$648M
$356,000 0.0% of portfolio
11,142
Q3 2024 Added 73.28%
$2.57B
$228,000 0.0% of portfolio
4,100
Q2 2024 New
$43.8B
$173,000 0.0% of portfolio
16,405
Q3 2024 Reduced 3.94%
$10.9B
$247,000 0.0% of portfolio
1,995
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 3.5%
$0
$207,000 0.0% of portfolio
19,770
Q3 2024 New
$78.1B
$248,000 0.0% of portfolio
2,147
Q3 2024 Added 0.51%
$8.26B
$290,000 0.0% of portfolio
2,022
Q3 2024 New
$1.66B
$212,000 0.0% of portfolio
30,928
Q3 2024 Added 29.97%
$7.94B
$329,000 0.0% of portfolio
1,725
Q3 2024 New
$16.5B
$203,000 0.0% of portfolio
1,114
Q3 2024 New
$166B
$240,000 0.0% of portfolio
465
Q3 2024 Reduced 2.11%
$823M
$188,000 0.0% of portfolio
24,712
Q2 2024 New
$7.21B
$186,000 0.0% of portfolio
759
Q3 2024 New
$44.2B
$234,000 0.0% of portfolio
1,725
Q3 2024 Reduced 0.35%
$5.24B
$327,000 0.0% of portfolio
2,306
Q3 2024 New
$32.2B
$238,000 0.0% of portfolio
2,330
Q3 2024 Added 1.08%
$3.71B
$239,000 0.0% of portfolio
35,000
Q2 2024 New
$2.16B
$196,000 0.0% of portfolio
18,583
Q3 2024 New
$3.96B
$308,000 0.0% of portfolio
12,750
Q2 2024 New
$7.99B
$334,000 0.0% of portfolio
2,200
Q1 2023 New
$8.31B
$195,000 0.0% of portfolio
3,015
Q3 2024 New
$11.2B
$208,000 0.0% of portfolio
787
Q3 2024 New

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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