Congress Wealth Management LLC Portfolio Holdings

Congress Wealth Management LLC

  • $6.12 Billion
  • Q2 2024

Congress Wealth Management LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $6.12 Billion distributed in 709 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs Group Inc with a value of $253M, Technology Sector Spdr with a value of $230M, Janus Detroit Str Tr Henderson with a value of $141M, Financial Sector Spdr with a value of $121M, and Apple Inc. with a value of $114M.

Examining the 13F form we can see an increase of $474M in the current position value, from $5.64B to 6.12B.

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 $6.12 Billion
ETFs: $2.65 Billion
Technology: $921 Million
Financial Services: $591 Million
Industrials: $461 Million
Healthcare: $460 Million
Consumer Cyclical: $341 Million
Consumer Defensive: $244 Million
Communication Services: $165 Million
Other: $283 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$572,000 0.01% of portfolio
11,254
Q2 2024 Reduced 82.16%
$0
$369,000 0.01% of portfolio
6,785
Q2 2024 Added 19.12%
$0
$489,000 0.01% of portfolio
11,629
Q2 2024 Reduced 2.51%
$0
$602,000 0.01% of portfolio
13,835
Q2 2024 Reduced 3.33%
$0
$518,000 0.01% of portfolio
4,487
Q2 2024 Added 0.97%
$0
$776,000 0.01% of portfolio
22,264
Q2 2024 New
$0
$560,000 0.01% of portfolio
12,417
Q2 2024 Added 2.76%
$0
$518,000 0.01% of portfolio
6,911
Q2 2024 Reduced 19.48%
$0
$209,000 0.0% of portfolio
4,312
Q2 2024 New
$0
$251,000 0.0% of portfolio
3,761
Q2 2024 Added 1.48%
$0
$279,000 0.0% of portfolio
2,831
Q2 2024 New
$0
$297,000 0.0% of portfolio
2,899
Q2 2024 New
$0
$276,000 0.0% of portfolio
6,961
Q1 2024 Reduced 77.13%
$0
$252,000 0.0% of portfolio
4,999
Q2 2024 Reduced 26.03%
$0
$0 0.0% of portfolio
6,430
Q2 2024 Added 6.28%
$0
$265,000 0.0% of portfolio
7,323
Q2 2024 New
$0
$280,000 0.0% of portfolio
9,775
Q2 2024 New
$85.6B
$207,000 0.0% of portfolio
966
Q2 2024 Reduced 1.53%
$0
$304,000 0.0% of portfolio
14,218
Q2 2024 New
$0
$214,000 0.0% of portfolio
1,560
Q2 2024 Reduced 4.59%
$0
$212,000 0.0% of portfolio
1,245
Q2 2024 Reduced 21.75%
$0
$219,000 0.0% of portfolio
2,391
Q2 2024 Reduced 8.98%
$0
$218,000 0.0% of portfolio
3,795
Q2 2024 Reduced 22.19%
$0
$289,000 0.0% of portfolio
10,019
Q2 2024 Reduced 0.23%
$0
$213,000 0.0% of portfolio
4,167
Q2 2024 New
$0
$216,000 0.0% of portfolio
4,724
Q2 2024 New
$0
$284,000 0.0% of portfolio
11,344
Q2 2024 New
$0
$292,000 0.0% of portfolio
12,366
Q2 2024 Reduced 7.12%
$0
$303,000 0.0% of portfolio
3,958
Q2 2024 Added 35.83%
$0
$264,000 0.0% of portfolio
4,686
Q2 2024 Added 8.37%
$0
$305,000 0.0% of portfolio
6,676
Q2 2024 New
$0
$217,000 0.0% of portfolio
8,275
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 709
  • Current Value $6.12 Billion
  • Prior Value $5.64 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 172 stocks
  • Additional Purchases 302 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 212 stocks
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