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
$123B
$3.87 Million 0.06% of portfolio
13,235
Q4 2024 Added 54.24%
$0
$3.91 Million 0.06% of portfolio
68,064
Q4 2024 Added 8.36%
$6.95B
$3.91 Million 0.06% of portfolio
138,508
Q4 2024 New
$14.9B
$4.01 Million 0.06% of portfolio
44,910
Q4 2024 Added 7.98%
$10.9B
$4.06 Million 0.06% of portfolio
21,904
Q4 2024 Reduced 8.96%
$233B
$4.25 Million 0.06% of portfolio
47,038
Q4 2024 Added 2.86%
$18.6B
$3.68 Million 0.05% of portfolio
14,077
Q4 2024 Added 7.52%
$0
$3.25 Million 0.05% of portfolio
13,517
Q4 2024 Added 11.57%
$0
$3.14 Million 0.05% of portfolio
40,591
Q4 2024 Added 0.41%
$105B
$3.81 Million 0.05% of portfolio
22,086
Q4 2024 Added 59.77%
$162B
$3.73 Million 0.05% of portfolio
99,481
Q4 2024 Reduced 41.55%
$220M
$3.39 Million 0.05% of portfolio
43,940
Q4 2024 Added 1.66%
$2.79B
$3.56 Million 0.05% of portfolio
61,052
Q4 2024 Added 5.98%
$0
$3.7 Million 0.05% of portfolio
49,574
Q4 2024 Added 0.98%
$63.7B
$3.78 Million 0.05% of portfolio
79,027
Q4 2024 Reduced 28.19%
$6.11B
$3.2 Million 0.05% of portfolio
100,805
Q4 2024 Reduced 50.18%
$0
$3.13 Million 0.05% of portfolio
142,872
Q4 2024 Reduced 44.18%
$25.4B
$3.46 Million 0.05% of portfolio
32,906
Q4 2024 Reduced 39.41%
$6.1B
$3.36 Million 0.05% of portfolio
10,971
Q4 2024 Reduced 6.41%
$0
$3.43 Million 0.05% of portfolio
119,565
Q4 2024 Reduced 0.57%
$76B
$3.65 Million 0.05% of portfolio
3,866
Q4 2024 Reduced 5.94%
$785B
$3.47 Million 0.05% of portfolio
8,589
Q4 2024 Reduced 8.6%
$204B
$3.44 Million 0.05% of portfolio
27,361
Q4 2024 Reduced 13.47%
$106B
$3.43 Million 0.05% of portfolio
19,392
Q4 2024 Reduced 39.19%
$0
$3.14 Million 0.05% of portfolio
5,042
Q4 2024 Added 31.99%
$180B
$3.17 Million 0.05% of portfolio
7,128
Q4 2024 Added 3.97%
$0
$3.25 Million 0.05% of portfolio
154,127
Q4 2024 Added 0.09%
$0
$3.72 Million 0.05% of portfolio
133,632
Q4 2024 Added 322.51%
$12.7B
$3.37 Million 0.05% of portfolio
10,010
Q4 2024 Added 8.37%
$8.4B
$3.28 Million 0.05% of portfolio
21,157
Q4 2024 Reduced 56.95%
$16.8B
$3.52 Million 0.05% of portfolio
30,106
Q4 2024 Reduced 53.75%
$693M
$3.18 Million 0.05% of portfolio
34,702
Q4 2024 New
$0
$2.43 Million 0.04% of portfolio
41,725
Q4 2024 Reduced 8.97%
$3.27B
$2.5 Million 0.04% of portfolio
64,201
Q4 2024 Added 7.55%
$120B
$2.56 Million 0.04% of portfolio
31,989
Q4 2024 Reduced 54.23%
$14.4B
$2.94 Million 0.04% of portfolio
29,663
Q4 2024 Reduced 0.75%
$160B
$2.58 Million 0.04% of portfolio
10,767
Q4 2024 Reduced 36.01%
$67.5B
$2.99 Million 0.04% of portfolio
38,975
Q4 2024 Reduced 49.63%
$7.22B
$2.69 Million 0.04% of portfolio
18,931
Q4 2024 Added 15.49%
$193B
$2.87 Million 0.04% of portfolio
126,081
Q4 2024 Reduced 36.01%
$0
$2.93 Million 0.04% of portfolio
113,484
Q4 2024 Added 81.27%
$12.7B
$2.67 Million 0.04% of portfolio
7,829
Q4 2024 Reduced 81.73%
$0
$2.53 Million 0.04% of portfolio
23,710
Q4 2024 Reduced 17.21%
$0
$2.47 Million 0.04% of portfolio
78,941
Q4 2024 Added 5.5%
$8.43B
$2.54 Million 0.04% of portfolio
30,437
Q4 2024 Added 17.07%
$0
$2.66 Million 0.04% of portfolio
45,878
Q4 2024 Reduced 1.58%
$154B
$2.93 Million 0.04% of portfolio
12,749
Q4 2024 Added 6.13%
$14.2B
$2.62 Million 0.04% of portfolio
13,991
Q4 2024 Added 0.9%
$22.4B
$2.68 Million 0.04% of portfolio
15,378
Q4 2024 Added 2.57%

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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