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
$1.79B
$1.95 Million 0.03% of portfolio
54,222
Q4 2024 Added 4.51%
$48.2B
$1.85 Million 0.03% of portfolio
929
Q4 2024 Reduced 7.75%
$16.2B
$2.22 Million 0.03% of portfolio
6,538
Q4 2024 Reduced 53.8%
$70.5B
$1.77 Million 0.03% of portfolio
20,723
Q4 2024 Reduced 48.69%
$116B
$2.04 Million 0.03% of portfolio
68,266
Q4 2024 Reduced 9.71%
$50.9B
$2.08 Million 0.03% of portfolio
8,866
Q4 2024 Reduced 0.36%
$49.6B
$2.2 Million 0.03% of portfolio
76,912
Q3 2024 New
$141B
$2.37 Million 0.03% of portfolio
19,624
Q4 2024 Added 44.68%
$70.3B
$2.11 Million 0.03% of portfolio
4,558
Q4 2024 Reduced 45.24%
$2.83B
$1.82 Million 0.03% of portfolio
121,851
Q4 2024 Reduced 9.85%
$36.2B
$2.24 Million 0.03% of portfolio
12,401
Q4 2024 Reduced 43.97%
$38.7B
$2.28 Million 0.03% of portfolio
32,900
Q4 2024 Reduced 0.32%
$2.91B
$2.12 Million 0.03% of portfolio
15,950
Q4 2024 Reduced 53.26%
$149B
$1.75 Million 0.03% of portfolio
28,999
Q4 2024 Added 65.4%
$109B
$1.85 Million 0.03% of portfolio
8,688
Q4 2024 Added 145.01%
$326B
$2 Million 0.03% of portfolio
9,055
Q4 2024 Reduced 9.5%
$131B
$2.28 Million 0.03% of portfolio
24,718
Q4 2024 Reduced 64.99%
$49.8B
$1.05 Million 0.02% of portfolio
27,400
Q4 2024 Reduced 36.02%
$15.9B
$1.06 Million 0.02% of portfolio
28,870
Q4 2024 Reduced 21.35%
$25.7B
$1.3 Million 0.02% of portfolio
152,824
Q4 2024 Added 3.05%
$72B
$1.3 Million 0.02% of portfolio
10,101
Q4 2024 Added 6.78%
$131B
$1.56 Million 0.02% of portfolio
18,079
Q4 2024 Added 7.77%
$19.9B
$1.09 Million 0.02% of portfolio
9,356
Q4 2024 Added 16.4%
$38.4B
$1.33 Million 0.02% of portfolio
19,643
Q4 2024 Added 13.56%
$301B
$1.3 Million 0.02% of portfolio
5,290
Q4 2024 Added 14.75%
$10.6B
$1.36 Million 0.02% of portfolio
9,535
Q4 2024 Reduced 57.71%
$18.3B
$1.37 Million 0.02% of portfolio
9,553
Q4 2024 Reduced 20.58%
$45.4B
$1.04 Million 0.02% of portfolio
12,307
Q4 2024 Added 11.88%
$52.9B
$1.57 Million 0.02% of portfolio
19,923
Q4 2024 Reduced 42.25%
$71.5B
$1.58 Million 0.02% of portfolio
5,652
Q4 2024 Added 17.43%
$44.1B
$1.23 Million 0.02% of portfolio
11,176
Q4 2024 New
$76B
$1.53 Million 0.02% of portfolio
4,268
Q4 2024 Reduced 43.28%
$253B
$1.43 Million 0.02% of portfolio
11,875
Q4 2024 Added 16.05%
$26.4B
$1.27 Million 0.02% of portfolio
3,772
Q4 2024 Added 12.93%
$100B
$1.49 Million 0.02% of portfolio
2,619
Q4 2024 Added 6.25%
$19.1B
$1.56 Million 0.02% of portfolio
55,426
Q4 2024 Added 2.31%
$57.9B
$1.18 Million 0.02% of portfolio
14,367
Q4 2024 Reduced 48.42%
$74.8B
$1.45 Million 0.02% of portfolio
17,179
Q4 2024 Reduced 15.26%
$104B
$1.6 Million 0.02% of portfolio
8,726
Q4 2024 Added 7.34%
$6.74B
$1.54 Million 0.02% of portfolio
16,664
Q4 2024 New
$22B
$1.27 Million 0.02% of portfolio
9,147
Q4 2024 Added 14.1%
$3.95B
$1.07 Million 0.02% of portfolio
9,240
Q4 2024 Reduced 53.8%
$104B
$1.34 Million 0.02% of portfolio
25,568
Q4 2024 Added 3.01%
$10.1B
$1.28 Million 0.02% of portfolio
5,998
Q4 2024 Reduced 46.03%
$19.8B
$1.61 Million 0.02% of portfolio
49,043
Q4 2024 Reduced 46.08%
$93.5B
$1.57 Million 0.02% of portfolio
17,230
Q4 2024 Added 16.23%
$42.1B
$1.45 Million 0.02% of portfolio
10,347
Q4 2024 Reduced 51.17%
$58.2B
$1.09 Million 0.02% of portfolio
33,680
Q4 2024 New
$34.1B
$1.09 Million 0.02% of portfolio
49,698
Q4 2024 Added 97.65%

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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