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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$199 Million 2.86% of portfolio
792,773
Q4 2024 Added 9.91%
$3.05T
$126 Million 1.81% of portfolio
297,898
Q4 2024 Reduced 6.94%
$327B
$117 Million 1.69% of portfolio
872,857
Q4 2024 Reduced 1.1%
$297B
$80.2 Million 1.16% of portfolio
1,287,604
Q4 2024 Added 14.27%
$1.62T
$65.6 Million 0.95% of portfolio
111,209
Q4 2024 Reduced 18.99%
$2.33T
$57.8 Million 0.83% of portfolio
263,449
Q4 2024 Reduced 4.75%
$1.1T
$55.7 Million 0.8% of portfolio
294,268
Q4 2024 Added 40.58%
$471B
$51.8 Million 0.75% of portfolio
56,503
Q4 2024 Reduced 4.43%
$575B
$49.4 Million 0.71% of portfolio
156,159
Q4 2024 Reduced 6.51%
$808B
$46.3 Million 0.67% of portfolio
193,218
Q4 2024 Reduced 0.41%
$417B
$41.3 Million 0.6% of portfolio
106,270
Q4 2024 Added 2.07%
$123B
$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%
$829B
$37.5 Million 0.54% of portfolio
48,606
Q4 2024 Added 1.88%
$144B
$36.3 Million 0.52% of portfolio
300,307
Q4 2024 Reduced 3.02%
$1.13T
$32.7 Million 0.47% of portfolio
171,675
Q4 2024 Reduced 28.42%
$138B
$31.9 Million 0.46% of portfolio
141,131
Q4 2024 Added 90.76%
$222B
$30.5 Million 0.44% of portfolio
53,199
Q4 2024 Reduced 21.22%
$95.7B
$29.5 Million 0.43% of portfolio
127,414
Q4 2024 Added 5.21%
$87.2B
$29.1 Million 0.42% of portfolio
45,806
Q4 2024 Added 67.77%
$614B
$28.9 Million 0.42% of portfolio
63,846
Q4 2024 Reduced 25.35%
$198B
$29.1 Million 0.42% of portfolio
27,420
Q4 2024 Added 1.54%
$6.41B
$28.8 Million 0.41% of portfolio
262,157
Q4 2024 Added 137.7%
$51.2B
$26 Million 0.37% of portfolio
134,754
Q4 2024 Reduced 28.27%
$5.51B
$25.4 Million 0.37% of portfolio
137,973
Q4 2024 Reduced 3.89%
$74.7B
$24.4 Million 0.35% of portfolio
104,153
Q4 2024 Added 1.21%
$447B
$24.6 Million 0.35% of portfolio
228,641
Q4 2024 Reduced 32.08%
$18.3B
$24.3 Million 0.35% of portfolio
191,228
Q4 2024 Added 64.6%
$208B
$23.5 Million 0.34% of portfolio
45,073
Q4 2024 Added 1.48%
$29.3B
$23.5 Million 0.34% of portfolio
204,275
Q4 2024 Added 4,026.77%
$256B
$22.8 Million 0.33% of portfolio
384,709
Q4 2024 Reduced 13.41%
$217B
$23 Million 0.33% of portfolio
231,140
Q4 2024 Reduced 3.87%
$326B
$22.2 Million 0.32% of portfolio
66,488
Q4 2024 Reduced 2.6%
$186B
$22 Million 0.32% of portfolio
60,640
Q4 2024 Added 2.81%
$54.3B
$21.9 Million 0.32% of portfolio
186,650
Q4 2024 Reduced 17.27%
$6.2B
$21.9 Million 0.32% of portfolio
412,353
Q4 2024 Added 414.95%
$464B
$21.8 Million 0.31% of portfolio
131,107
Q4 2024 Reduced 1.49%
$4.09B
$20.6 Million 0.3% of portfolio
101,466
Q4 2024 Reduced 16.49%
$151B
$21 Million 0.3% of portfolio
235,387
Q4 2024 Added 5.99%
$226B
$20.5 Million 0.3% of portfolio
70,644
Q4 2024 Reduced 2.05%
$53.2B
$20.5 Million 0.3% of portfolio
187,458
Q4 2024 Added 1.88%
$106B
$21.1 Million 0.3% of portfolio
99,508
Q4 2024 Reduced 16.73%
$136B
$20.1 Million 0.29% of portfolio
280,935
Q4 2024 Reduced 10.27%
$79B
$20.2 Million 0.29% of portfolio
104,688
Q4 2024 Reduced 39.98%
$14.1B
$20 Million 0.29% of portfolio
348,428
Q4 2024 Reduced 5.01%
$170B
$20.1 Million 0.29% of portfolio
501,904
Q4 2024 Reduced 4.11%
$13.1B
$19.7 Million 0.28% of portfolio
55,632
Q4 2024 Reduced 0.57%
$68.3B
$19.7 Million 0.28% of portfolio
69,268
Q4 2024 Added 2.81%
$58.9B
$19.4 Million 0.28% of portfolio
106,635
Q4 2024 Added 116.74%

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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