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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$419,000 0.01% of portfolio
18,631
Q3 2024 Reduced 2.0%
$0
$436,000 0.01% of portfolio
15,831
Q2 2024 Reduced 86.35%
$0
$574,000 0.01% of portfolio
5,999
Q3 2024 Added 1.08%
$0
$785,000 0.01% of portfolio
30,041
Q3 2024 Reduced 13.15%
$0
$808,000 0.01% of portfolio
11,737
Q3 2024 Added 11.34%
$0
$574,000 0.01% of portfolio
6,253
Q3 2024 New
$0
$770,000 0.01% of portfolio
2,451
Q3 2024 Added 3.86%
$7.56B
$730,000 0.01% of portfolio
6,725
Q3 2024 Added 44.16%
$5.01B
$830,000 0.01% of portfolio
4,704
Q3 2024 Added 100.0%
$111B
$791,000 0.01% of portfolio
3,546
Q3 2024 Reduced 0.84%
$1.69B
$393,000 0.01% of portfolio
21,845
Q2 2024 New
$30.5B
$455,000 0.01% of portfolio
2,870
Q3 2024 Reduced 96.54%
$4.76B
$468,000 0.01% of portfolio
1,386
Q3 2024 New
$26.7B
$803,000 0.01% of portfolio
13,005
Q3 2024 Added 176.53%
$0
$1.07 Million 0.01% of portfolio
21,181
Q3 2024 Added 323.7%
$144B
$695,000 0.01% of portfolio
68,380
Q3 2024 New
$8.74B
$426,000 0.01% of portfolio
2,656
Q2 2024 New
$0
$811,000 0.01% of portfolio
16,544
Q3 2024 Reduced 3.49%
$0
$1.07 Million 0.01% of portfolio
14,794
Q3 2024 Reduced 0.92%
$9.97B
$738,000 0.01% of portfolio
905
Q3 2024 Added 22.3%
$99.1B
$379,000 0.01% of portfolio
185
Q3 2024 Reduced 23.55%
$57.4B
$398,000 0.01% of portfolio
59,860
Q3 2024 Reduced 0.42%
$0
$504,000 0.01% of portfolio
4,215
Q3 2024 Reduced 6.06%
$2.66B
$1.02 Million 0.01% of portfolio
51,200
Q3 2024 Added 100.0%
$0
$546,000 0.01% of portfolio
5,425
Q3 2024 New
$92.3B
$516,000 0.01% of portfolio
35,875
Q3 2024 New
$0
$724,000 0.01% of portfolio
5,422
Q3 2024 Reduced 1.06%
$0
$392,000 0.01% of portfolio
6,790
Q3 2024 Added 0.07%
$0
$601,000 0.01% of portfolio
12,935
Q3 2024 Reduced 6.51%
$0
$773,000 0.01% of portfolio
5,544
Q3 2024 New
$25.7B
$455,000 0.01% of portfolio
13,779
Q3 2024 New
$0
$395,000 0.01% of portfolio
2,833
Q3 2024 New
$0
$721,000 0.01% of portfolio
17,252
Q3 2024 Reduced 1.31%
$6.87B
$739,000 0.01% of portfolio
15,714
Q3 2024 Added 50.92%
$0
$827,000 0.01% of portfolio
15,722
Q3 2024 Added 112.83%
$0
$375,000 0.01% of portfolio
9,255
Q3 2024 Reduced 9.64%
$92.1B
$612,000 0.01% of portfolio
27,488
Q3 2024 Added 42.17%
$5.65B
$429,000 0.01% of portfolio
4,987
Q3 2024 Reduced 38.79%
$58.2B
$620,000 0.01% of portfolio
197
Q3 2024 Reduced 1.5%
$22.7B
$877,000 0.01% of portfolio
8,129
Q3 2024 Added 53.29%
$64.3B
$751,000 0.01% of portfolio
3,117
Q3 2024 Reduced 12.02%
$53.9B
$440,000 0.01% of portfolio
1,804
Q3 2024 Added 4.52%
$0
$451,000 0.01% of portfolio
5,427
Q3 2024 Added 0.09%
$1.37B
$598,000 0.01% of portfolio
22,200
Q3 2024 Added 100.0%
$6.03B
$736,000 0.01% of portfolio
8,781
Q3 2024 Added 109.82%
$21.8B
$872,000 0.01% of portfolio
36,427
Q3 2024 New
$0
$652,000 0.01% of portfolio
14,823
Q3 2024 New
$84.1B
$658,000 0.01% of portfolio
2,430
Q3 2024 Added 10.05%
$74B
$1.04 Million 0.01% of portfolio
8,907
Q3 2024 Added 209.27%

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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