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
$36.8B
$33 Million 0.46% of portfolio
61,389
Q3 2024 Added 4.28%
$203B
$33.4 Million 0.46% of portfolio
67,528
Q3 2024 Reduced 87.92%
$0
$33.4 Million 0.46% of portfolio
68,395
Q3 2024 Added 611.04%
$0
$32.1 Million 0.45% of portfolio
236,656
Q3 2024 Reduced 3.93%
$83.1B
$32.2 Million 0.45% of portfolio
174,428
Q3 2024 Added 95.81%
$0
$30.7 Million 0.43% of portfolio
452,562
Q3 2024 Reduced 1.58%
$559B
$30.3 Million 0.42% of portfolio
51,743
Q3 2024 Added 19.23%
$0
$29.8 Million 0.41% of portfolio
1,204,246
Q3 2024 Reduced 0.97%
$6.71B
$27.9 Million 0.39% of portfolio
143,554
Q3 2024 Added 1.86%
$8.27B
$27.8 Million 0.39% of portfolio
134,060
Q3 2024 Added 18.96%
$0
$28 Million 0.39% of portfolio
368,741
Q3 2024 Reduced 0.85%
$110B
$27.5 Million 0.38% of portfolio
119,497
Q3 2024 Added 18.65%
$253B
$27.3 Million 0.38% of portfolio
240,456
Q3 2024 Added 30.12%
$0
$27.5 Million 0.38% of portfolio
384,785
Q3 2024 Reduced 0.78%
$152B
$26.5 Million 0.37% of portfolio
313,101
Q3 2024 Added 38.15%
$69.4B
$26.3 Million 0.36% of portfolio
102,904
Q3 2024 Added 11.35%
$124B
$25.9 Million 0.36% of portfolio
67,463
Q3 2024 Added 1.48%
$0
$26.1 Million 0.36% of portfolio
130,377
Q3 2024 Reduced 0.61%
$0
$25.1 Million 0.35% of portfolio
878,813
Q3 2024 Reduced 1.38%
$56.5B
$24.7 Million 0.34% of portfolio
225,600
Q3 2024 Added 23.38%
$212B
$24.2 Million 0.34% of portfolio
27,003
Q3 2024 Added 1.69%
$0
$24.8 Million 0.34% of portfolio
476,966
Q3 2024 Reduced 30.75%
$178B
$23.5 Million 0.33% of portfolio
523,408
Q3 2024 Added 483.67%
$407B
$23.4 Million 0.33% of portfolio
144,610
Q3 2024 Added 132.04%
$236B
$23.6 Million 0.33% of portfolio
444,271
Q3 2024 Added 29.05%
$30.4B
$23.3 Million 0.32% of portfolio
80,076
Q3 2024 Added 7.23%
$0
$22.8 Million 0.32% of portfolio
130,825
Q3 2024 Added 753.28%
$206B
$23.1 Million 0.32% of portfolio
58,982
Q3 2024 Added 25.41%
$0
$22.3 Million 0.31% of portfolio
79,099
Q3 2024 Reduced 0.76%
$0
$22.5 Million 0.31% of portfolio
59,968
Q3 2024 Reduced 59.76%
$0
$22.1 Million 0.31% of portfolio
283,760
Q3 2024 Reduced 4.95%
$519B
$22.7 Million 0.31% of portfolio
133,085
Q3 2024 Added 13.24%
$195B
$21.8 Million 0.3% of portfolio
44,417
Q3 2024 Added 2.7%
$155B
$21.9 Million 0.3% of portfolio
67,847
Q3 2024 Added 20.75%
$212B
$22 Million 0.3% of portfolio
72,122
Q3 2024 Added 19.28%
$66.4B
$20.9 Million 0.29% of portfolio
121,109
Q3 2024 Added 999.99%
$82.7B
$20.9 Million 0.29% of portfolio
106,767
Q3 2024 Added 1.19%
$75.7B
$21.1 Million 0.29% of portfolio
18,309
Q3 2024 Added 3.75%
$0
$20.3 Million 0.28% of portfolio
318,443
Q3 2024 Added 1.31%
$99.3B
$20 Million 0.28% of portfolio
52,486
Q3 2024 Added 1.14%
$165B
$20.1 Million 0.28% of portfolio
74,411
Q3 2024 Added 44.75%
$13.5B
$19.2 Million 0.27% of portfolio
366,799
Q3 2024 Reduced 5.11%
$0
$19.2 Million 0.27% of portfolio
401,352
Q3 2024 Added 56.38%
$25.1B
$19.4 Million 0.27% of portfolio
45,014
Q3 2024 Reduced 18.34%
$316B
$19.5 Million 0.27% of portfolio
132,559
Q3 2024 Added 24.94%
$4.83B
$19.4 Million 0.27% of portfolio
121,508
Q3 2024 Added 502.15%
$0
$19.7 Million 0.27% of portfolio
112,940
Q3 2024 Added 9.86%
$63.6B
$19 Million 0.26% of portfolio
67,375
Q3 2024 Added 1.98%
$85.3B
$18.7 Million 0.26% of portfolio
36,969
Q3 2024 Added 1.97%

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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