Congress Wealth Management LLC Portfolio Holdings

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

Congress Wealth Management LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.94 Billion distributed in 871 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $231M, Apple Inc. with a value of $199M, Financial Sector Spdr with a value of $139M, Microsoft Corp with a value of $126M, and Invesco S&P 500 Equal Weight E with a value of $118M.

Examining the 13F form we can see an decrease of $264M in the current position value, from $7.2B to 6.94B.

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 $6.94 Billion
ETFs: $3.16 Billion
Technology: $1.08 Billion
Financial Services: $478 Million
Industrials: $474 Million
Healthcare: $464 Million
Consumer Cyclical: $369 Million
Consumer Defensive: $304 Million
Communication Services: $244 Million
Other: $365 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$20.3B
$19.6 Million 0.28% of portfolio
43,257
Q4 2024 Reduced 3.9%
$304B
$19.3 Million 0.28% of portfolio
133,344
Q4 2024 Added 0.59%
$1.58B
$18.5 Million 0.27% of portfolio
306,201
Q4 2024 Added 2.31%
$166B
$19 Million 0.27% of portfolio
30,207
Q4 2024 Added 1.97%
$156B
$19 Million 0.27% of portfolio
72,966
Q4 2024 Added 7.54%
$146B
$18.6 Million 0.27% of portfolio
51,589
Q4 2024 Added 2.82%
$10.2B
$19 Million 0.27% of portfolio
79,868
Q4 2024 Reduced 0.73%
$92.5B
$18 Million 0.26% of portfolio
52,849
Q4 2024 Added 0.69%
$79.9B
$18 Million 0.26% of portfolio
37,161
Q4 2024 Added 0.52%
$244B
$17.7 Million 0.26% of portfolio
50,332
Q4 2024 Added 4.93%
$34.4B
$18.1 Million 0.26% of portfolio
116,208
Q4 2024 Reduced 2.34%
$408B
$17.6 Million 0.25% of portfolio
121,889
Q4 2024 Reduced 15.71%
$37.1B
$17.5 Million 0.25% of portfolio
77,242
Q4 2024 Added 4.25%
$341B
$17.3 Million 0.25% of portfolio
97,544
Q4 2024 Reduced 48.99%
$9.88B
$17.1 Million 0.25% of portfolio
150,206
Q4 2024 Reduced 2.42%
$386B
$17.2 Million 0.25% of portfolio
102,674
Q4 2024 Reduced 0.14%
$20.1B
$17.3 Million 0.25% of portfolio
93,919
Q4 2024 Added 1.42%
$9.62B
$16.5 Million 0.24% of portfolio
108,429
Q4 2024 Reduced 6.28%
$471B
$16.9 Million 0.24% of portfolio
18,924
Q4 2024 Added 10.32%
$82.8B
$16.9 Million 0.24% of portfolio
14,257
Q4 2024 Reduced 22.13%
$16.1B
$16 Million 0.23% of portfolio
40,444
Q4 2024 Reduced 4.15%
$16B
$15.8 Million 0.23% of portfolio
234,173
Q4 2024 Reduced 1.56%
$58.9B
$15.6 Million 0.23% of portfolio
75,280
Q4 2024 Added 2.84%
$95.8B
$15.5 Million 0.22% of portfolio
32,846
Q4 2024 Added 2.34%
$7.02B
$14.9 Million 0.22% of portfolio
412,748
Q4 2024 Reduced 1.82%
$75.8B
$15.2 Million 0.22% of portfolio
123,646
Q4 2024 Reduced 2.85%
$88.2B
$15.2 Million 0.22% of portfolio
65,264
Q4 2024 Added 1.73%
$12.9B
$14.5 Million 0.21% of portfolio
31,837
Q4 2024 Reduced 3.69%
$31.2B
$14.5 Million 0.21% of portfolio
141,783
Q4 2024 Reduced 1.55%
$34.3B
$14.6 Million 0.21% of portfolio
63,905
Q4 2024 Reduced 2.1%
$71.8B
$14.5 Million 0.21% of portfolio
159,069
Q4 2024 Added 5.85%
$123B
$14.4 Million 0.21% of portfolio
144,714
Q4 2024 Reduced 2.68%
$4.01B
$14.9 Million 0.21% of portfolio
88,452
Q4 2024 Reduced 24.06%
$20.3B
$14.9 Million 0.21% of portfolio
242,673
Q4 2024 Reduced 1.85%
$17.6B
$14.7 Million 0.21% of portfolio
271,379
Q4 2024 Reduced 4.13%
$72.8B
$14.5 Million 0.21% of portfolio
462,267
Q4 2024 Added 3.25%
$28.5B
$13.6 Million 0.2% of portfolio
69,046
Q4 2024 New
$73.7B
$13.8 Million 0.2% of portfolio
84,635
Q4 2024 Reduced 20.73%
$46.5B
$13.8 Million 0.2% of portfolio
336,511
Q4 2024 New
$25.5B
$13.6 Million 0.2% of portfolio
130,169
Q4 2024 Reduced 2.55%
$34.8B
$13.8 Million 0.2% of portfolio
75,054
Q4 2024 Reduced 2.51%
$9.46B
$13.8 Million 0.2% of portfolio
88,074
Q4 2024 Reduced 0.68%
$153B
$13.4 Million 0.19% of portfolio
126,478
Q4 2024 New
$34.4B
$13.2 Million 0.19% of portfolio
169,338
Q4 2024 Added 865.33%
$8.29B
$13.4 Million 0.19% of portfolio
88,903
Q4 2024 Added 12.15%
$6.36B
$12.9 Million 0.19% of portfolio
60,903
Q4 2024 Added 29.8%
$5.84B
$13.2 Million 0.19% of portfolio
64,863
Q4 2024 Reduced 1.93%
$15.6B
$13.2 Million 0.19% of portfolio
102,232
Q4 2024 Reduced 4.82%
$17.4B
$13.3 Million 0.19% of portfolio
27,764
Q4 2024 Reduced 1.91%

Summary

  • Portfolio
  • No. of Stocks 871
  • Current Value $6.94 Billion
  • Prior Value $7.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 106 stocks
  • Additional Purchases 374 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 370 stocks
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