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 Market Cap. of $2 Billions to $10 Billions
