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
$11.1B
$14.2 Million 0.2% of portfolio
88,680
Q3 2024 New
$81.4B
$14.2 Million 0.2% of portfolio
64,153
Q3 2024 Reduced 43.12%
$15.3B
$14.6 Million 0.2% of portfolio
237,896
Q3 2024 New
$19.7B
$13.5 Million 0.19% of portfolio
165,797
Q3 2024 Added 16.33%
$5.76B
$13.7 Million 0.19% of portfolio
66,142
Q3 2024 Added 0.8%
$20.8B
$13.9 Million 0.19% of portfolio
134,602
Q3 2024 Added 55.03%
$27.3B
$14 Million 0.19% of portfolio
133,570
Q3 2024 Reduced 0.29%
$21.6B
$13.8 Million 0.19% of portfolio
57,024
Q3 2024 Reduced 51.37%
$76.8B
$13.6 Million 0.19% of portfolio
49,556
Q3 2024 Added 55.41%
$2.31B
$12.7 Million 0.18% of portfolio
39,952
Q3 2024 Reduced 3.68%
$15.7B
$12.8 Million 0.18% of portfolio
116,177
Q3 2024 Reduced 23.26%
$4.06B
$13.1 Million 0.18% of portfolio
78,580
Q3 2024 Added 1.36%
$70.4B
$13 Million 0.18% of portfolio
447,717
Q3 2024 Added 1,150.15%
$18.5B
$13 Million 0.18% of portfolio
28,304
Q3 2024 Added 1.18%
$141B
$13.1 Million 0.18% of portfolio
451,176
Q3 2024 Added 100.96%
$134B
$12.8 Million 0.18% of portfolio
204,053
Q3 2024 Added 51.18%
$6.41B
$12.3 Million 0.17% of portfolio
33,633
Q3 2024 Added 10.48%
$15.4B
$12.4 Million 0.17% of portfolio
247,237
Q3 2024 Reduced 0.89%
$88.8B
$12.1 Million 0.17% of portfolio
163,961
Q3 2024 Added 2.24%
$399B
$12.2 Million 0.17% of portfolio
17,153
Q3 2024 Added 10.68%
$7.65B
$12.2 Million 0.17% of portfolio
79,269
Q3 2024 Added 29.28%
$17.4B
$11.3 Million 0.16% of portfolio
28,916
Q3 2024 Added 0.74%
$5.76B
$11.6 Million 0.16% of portfolio
90,637
Q3 2024 Reduced 31.86%
$31.1B
$11.8 Million 0.16% of portfolio
76,989
Q3 2024 Added 0.27%
$23.8B
$11.7 Million 0.16% of portfolio
38,849
Q3 2024 Added 0.13%
$40.6B
$11.2 Million 0.16% of portfolio
221,459
Q3 2024 Added 49.97%
$10.1B
$11.3 Million 0.16% of portfolio
26,327
Q3 2024 New
$5.68B
$10.7 Million 0.15% of portfolio
110,289
Q3 2024 Added 2.95%
$9.88B
$10.6 Million 0.15% of portfolio
54,029
Q3 2024 Reduced 0.97%
$101B
$10.5 Million 0.15% of portfolio
30,331
Q3 2024 Added 44.12%
$100B
$11.1 Million 0.15% of portfolio
471,837
Q3 2024 Added 194.56%
$31.5B
$10.9 Million 0.15% of portfolio
200,290
Q3 2024 Added 43.46%
$48.6B
$10.5 Million 0.15% of portfolio
181,725
Q3 2024 Added 3,924.92%
$94.6B
$9.94 Million 0.14% of portfolio
112,486
Q3 2024 Added 15.41%
$4.19B
$10 Million 0.14% of portfolio
139,210
Q3 2024 Added 3.9%
$6.42B
$10.2 Million 0.14% of portfolio
46,921
Q3 2024 Added 1.6%
$177B
$9.82 Million 0.14% of portfolio
81,038
Q3 2024 Added 43.53%
$124B
$9.83 Million 0.14% of portfolio
189,969
Q3 2024 Added 198.61%
$10.2B
$10.2 Million 0.14% of portfolio
254,932
Q3 2024 Added 50.23%
$2.33B
$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%
$4.5B
$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%
$2.55B
$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%
$3.75B
$9.29 Million 0.13% of portfolio
57,261
Q3 2024 Added 0.79%
$1.97B
$9.05 Million 0.13% of portfolio
90,321
Q3 2024 Added 2.35%
$17.3B
$9.09 Million 0.13% of portfolio
65,090
Q3 2024 Added 58.54%
$2.1B
$9.57 Million 0.13% of portfolio
246,830
Q3 2024 Added 29.58%

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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email