Congress Wealth Management LLC Portfolio Holdings

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

Congress Wealth Management LLC has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $6.94 Billion distributed in 871 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $231M, Apple Inc. with a value of $199M, Financial Sector Spdr with a value of $139M, Microsoft Corp with a value of $126M, and Invesco S&P 500 Equal Weight E with a value of $118M.

Examining the 13F form we can see an decrease of $264M in the current position value, from $7.2B to 6.94B.

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 $6.94 Billion
ETFs: $3.16 Billion
Technology: $1.08 Billion
Financial Services: $478 Million
Industrials: $474 Million
Healthcare: $464 Million
Consumer Cyclical: $369 Million
Consumer Defensive: $304 Million
Communication Services: $244 Million
Other: $365 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3B
$5.97 Million 0.09% of portfolio
154,940
Q4 2024 Added 14.06%
$30B
$6.57 Million 0.09% of portfolio
108,551
Q4 2024 Reduced 50.98%
$67.1B
$5.4 Million 0.08% of portfolio
30,261
Q4 2024 Reduced 15.41%
$0
$5.54 Million 0.08% of portfolio
122,204
Q4 2024 Added 60.91%
$221B
$5.64 Million 0.08% of portfolio
49,836
Q4 2024 Reduced 5.87%
$96.6B
$5.41 Million 0.08% of portfolio
19,597
Q4 2024 Reduced 35.39%
$62.8B
$5.81 Million 0.08% of portfolio
211,986
Q4 2024 Added 2.75%
$195B
$5.82 Million 0.08% of portfolio
50,322
Q4 2024 Reduced 37.9%
$2.16B
$5.34 Million 0.08% of portfolio
204,837
Q4 2024 Added 10.15%
$0
$5.88 Million 0.08% of portfolio
35,825
Q4 2024 Reduced 2.88%
$0
$5.48 Million 0.08% of portfolio
197,856
Q4 2024 Added 209.24%
$2.35B
$5.25 Million 0.08% of portfolio
150,617
Q4 2024 Reduced 38.98%
$3.39B
$5.58 Million 0.08% of portfolio
73,039
Q4 2024 New
$0
$5.61 Million 0.08% of portfolio
47,481
Q4 2024 Reduced 1.23%
$16.5B
$5.85 Million 0.08% of portfolio
67,969
Q4 2024 Reduced 49.5%
$64.7B
$4.65 Million 0.07% of portfolio
16,024
Q4 2024 Reduced 1.82%
$0
$4.72 Million 0.07% of portfolio
104,123
Q4 2024 Reduced 1.56%
$2.24B
$5.17 Million 0.07% of portfolio
130,598
Q4 2024 Reduced 23.43%
$0
$4.73 Million 0.07% of portfolio
44,237
Q4 2024 Added 12.41%
$0
$4.51 Million 0.07% of portfolio
43,280
Q4 2024 Added 21.36%
$0
$4.75 Million 0.07% of portfolio
61,099
Q4 2024 Added 4.33%
$6.3B
$4.52 Million 0.07% of portfolio
95,318
Q4 2024 Added 6.8%
$3.69B
$4.8 Million 0.07% of portfolio
67,077
Q4 2024 Reduced 32.83%
$341B
$4.69 Million 0.07% of portfolio
106,691
Q4 2024 Reduced 19.04%
$0
$4.79 Million 0.07% of portfolio
258,684
Q4 2024 Added 118.6%
$917B
$4.76 Million 0.07% of portfolio
24,123
Q4 2024 Added 4.5%
$96.1B
$5.19 Million 0.07% of portfolio
21,441
Q4 2024 Added 5.83%
$0
$4.53 Million 0.07% of portfolio
79,042
Q4 2024 Added 4.1%
$0
$4.77 Million 0.07% of portfolio
82,181
Q4 2024 Added 142.79%
$3.77B
$4.52 Million 0.07% of portfolio
116,589
Q4 2024 Added 5.25%
$0
$5.02 Million 0.07% of portfolio
100,211
Q4 2024 Added 0.55%
$115B
$4.85 Million 0.07% of portfolio
9,989
Q4 2024 Added 35.13%
$176B
$5.09 Million 0.07% of portfolio
33,158
Q4 2024 Added 20.63%
$219B
$4.78 Million 0.07% of portfolio
21,730
Q4 2024 Added 10.06%
$0
$4.09 Million 0.06% of portfolio
30,964
Q4 2024 Added 4.88%
$0
$4.44 Million 0.06% of portfolio
37,772
Q4 2024 Added 3.52%
$241B
$4.09 Million 0.06% of portfolio
42,029
Q4 2024 Reduced 34.87%
$0
$3.91 Million 0.06% of portfolio
43,903
Q4 2024 Added 1.82%
$46.8B
$3.96 Million 0.06% of portfolio
30,189
Q4 2024 Reduced 44.9%
$200B
$3.82 Million 0.06% of portfolio
25,126
Q4 2024 Added 4.01%
$0
$4.4 Million 0.06% of portfolio
34,193
Q4 2024 Added 261.26%
$10.8B
$4.45 Million 0.06% of portfolio
9,565
Q4 2024 Added 2.75%
$10.1B
$4.08 Million 0.06% of portfolio
12,288
Q4 2024 Added 1.73%
$0
$4 Million 0.06% of portfolio
120,919
Q4 2024 Reduced 6.67%
$3.14B
$4.31 Million 0.06% of portfolio
69,895
Q4 2024 Reduced 13.38%
$0
$4.04 Million 0.06% of portfolio
57,122
Q4 2024 Reduced 2.47%
$10.9B
$4.21 Million 0.06% of portfolio
114,671
Q4 2024 Reduced 55.02%
$0
$4.1 Million 0.06% of portfolio
98,350
Q4 2024 Reduced 30.12%
$0
$4.24 Million 0.06% of portfolio
87,961
Q4 2024 Reduced 4.45%

Summary

  • Portfolio
  • No. of Stocks 871
  • Current Value $6.94 Billion
  • Prior Value $7.2 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 106 stocks
  • Additional Purchases 374 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 370 stocks
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