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
$0
$231 Million 3.33% of portfolio
994,002
Q4 2024 Reduced 2.21%
$3.79T
$199 Million 2.86% of portfolio
792,773
Q4 2024 Added 9.91%
$0
$139 Million 2.0% of portfolio
2,866,169
Q4 2024 Reduced 1.59%
$2.99T
$126 Million 1.81% of portfolio
297,898
Q4 2024 Reduced 6.94%
$0
$118 Million 1.7% of portfolio
673,041
Q4 2024 Added 0.82%
$292B
$117 Million 1.69% of portfolio
872,857
Q4 2024 Reduced 1.1%
$0
$98.1 Million 1.41% of portfolio
1,012,944
Q4 2024 Reduced 2.41%
$0
$90.9 Million 1.31% of portfolio
2,057,576
Q4 2024 Reduced 34.21%
$0
$82.1 Million 1.18% of portfolio
2,946,164
Q4 2024 Reduced 4.38%
$303B
$80.2 Million 1.16% of portfolio
1,287,604
Q4 2024 Added 14.27%
$0
$79.1 Million 1.14% of portfolio
1,761,386
Q4 2024 Reduced 1.83%
$0
$77.6 Million 1.12% of portfolio
1,319,743
Q4 2024 Reduced 0.14%
$0
$68.8 Million 0.99% of portfolio
1,703,194
Q4 2024 Reduced 2.91%
$0
$68.7 Million 0.99% of portfolio
306,341
Q4 2024 Added 134.97%
$1.44T
$65.6 Million 0.95% of portfolio
111,209
Q4 2024 Reduced 18.99%
$0
$65.6 Million 0.95% of portfolio
2,505,963
Q4 2024 Reduced 0.7%
$0
$60.1 Million 0.87% of portfolio
330,139
Q4 2024 Added 0.41%
$8.49B
$58.4 Million 0.84% of portfolio
1,124,194
Q4 2024 Reduced 1.84%
$2.12T
$57.8 Million 0.83% of portfolio
263,449
Q4 2024 Reduced 4.75%
$1.02T
$55.7 Million 0.8% of portfolio
294,268
Q4 2024 Added 40.58%
$0
$52.8 Million 0.76% of portfolio
330,921
Q4 2024 Added 1.74%
$464B
$51.8 Million 0.75% of portfolio
56,503
Q4 2024 Reduced 4.43%
$0
$51.2 Million 0.74% of portfolio
558,802
Q4 2024 Added 838.64%
$0
$49.9 Million 0.72% of portfolio
483,337
Q4 2024 Added 0.35%
$577B
$49.4 Million 0.71% of portfolio
156,159
Q4 2024 Reduced 6.51%
$0
$48.8 Million 0.7% of portfolio
382,199
Q4 2024 Added 1.5%
$0
$48.9 Million 0.7% of portfolio
784,512
Q4 2024 Added 0.8%
$0
$47 Million 0.68% of portfolio
341,632
Q4 2024 Reduced 48.74%
$738B
$46.3 Million 0.67% of portfolio
193,218
Q4 2024 Reduced 0.41%
$0
$45.6 Million 0.66% of portfolio
395,517
Q4 2024 Added 1.16%
$0
$42.7 Million 0.62% of portfolio
564,892
Q4 2024 Reduced 1.34%
$0
$42.3 Million 0.61% of portfolio
72,176
Q4 2024 Added 20.08%
$396B
$41.3 Million 0.6% of portfolio
106,270
Q4 2024 Added 2.07%
$0
$41.8 Million 0.6% of portfolio
487,670
Q4 2024 Reduced 1.01%
$0
$41.4 Million 0.6% of portfolio
855,218
Q4 2024 Added 2.13%
$115B
$41.2 Million 0.59% of portfolio
124,192
Q4 2024 Added 2.16%
$20.8B
$37.5 Million 0.54% of portfolio
205,137
Q4 2024 Added 1.19%
$0
$37.5 Million 0.54% of portfolio
922,707
Q4 2024 Reduced 1.81%
$0
$37.6 Million 0.54% of portfolio
69,774
Q4 2024 Added 6.89%
$0
$37.4 Million 0.54% of portfolio
723,800
Q4 2024 Added 1.37%
$883B
$37.5 Million 0.54% of portfolio
48,606
Q4 2024 Added 1.88%
$0
$36.8 Million 0.53% of portfolio
72,057
Q4 2024 Added 5.35%
$143B
$36.3 Million 0.52% of portfolio
300,307
Q4 2024 Reduced 3.02%
$0
$34.9 Million 0.5% of portfolio
211,257
Q4 2024 Reduced 0.45%
$1.06T
$32.7 Million 0.47% of portfolio
171,675
Q4 2024 Reduced 28.42%
$0
$32.8 Million 0.47% of portfolio
1,145,172
Q4 2024 Added 1.49%
$29.8B
$31.9 Million 0.46% of portfolio
61,821
Q4 2024 Added 0.7%
$0
$31.6 Million 0.46% of portfolio
1,362,304
Q4 2024 Added 201.02%
$141B
$31.9 Million 0.46% of portfolio
141,131
Q4 2024 Added 90.76%

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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