Congress Wealth Management LLC Portfolio Holdings

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

Congress Wealth Management LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $7.2 Billion distributed in 837 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Technology Sector Spdr with a value of $229M, Apple Inc. with a value of $168M, Janus Detroit Str Tr Henderson with a value of $146M, Microsoft Corp with a value of $138M, and Financial Sector Spdr with a value of $132M.

Examining the 13F form we can see an increase of $1.08B in the current position value, from $6.12B to 7.2B.

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 $7.2 Billion
ETFs: $3.13 Billion
Technology: $1.05 Billion
Healthcare: $590 Million
Industrials: $532 Million
Financial Services: $523 Million
Consumer Cyclical: $442 Million
Consumer Defensive: $289 Million
Communication Services: $249 Million
Other: $390 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$289B
$1.28 Million 0.02% of portfolio
1,540
Q3 2024 Reduced 8.98%
$0
$1.79 Million 0.02% of portfolio
91,136
Q3 2024 New
$15.7B
$1.59 Million 0.02% of portfolio
13,143
Q3 2024 Added 141.69%
$34.1B
$1.68 Million 0.02% of portfolio
16,162
Q3 2024 Added 64.05%
$129B
$1.45 Million 0.02% of portfolio
14,824
Q3 2024 Added 47.87%
$15.4B
$1.59 Million 0.02% of portfolio
41,884
Q3 2024 Added 48.66%
$34B
$1.18 Million 0.02% of portfolio
17,542
Q3 2024 Reduced 90.08%
$141B
$1.3 Million 0.02% of portfolio
3,120
Q3 2024 Added 4.52%
$2.02B
$1.46 Million 0.02% of portfolio
20,347
Q3 2024 New
$149B
$1.74 Million 0.02% of portfolio
7,068
Q3 2024 Added 37.38%
$11.9B
$1.27 Million 0.02% of portfolio
39,063
Q3 2024 Added 85.19%
$60.7B
$1.09 Million 0.02% of portfolio
1,957
Q3 2024 Reduced 93.05%
$224B
$1.24 Million 0.02% of portfolio
10,233
Q3 2024 Added 204.83%
$98.9B
$1.11 Million 0.02% of portfolio
35,207
Q3 2024 Added 143.14%
$28.7B
$1.16 Million 0.02% of portfolio
14,413
Q3 2024 New
$224B
$1.55 Million 0.02% of portfolio
8,235
Q3 2024 Added 38.99%
$56.9B
$1.8 Million 0.02% of portfolio
42,829
Q3 2024 Added 38.9%
$173B
$1.55 Million 0.02% of portfolio
22,657
Q3 2024 New
$93.9B
$1.12 Million 0.02% of portfolio
2,149
Q3 2024 Added 25.97%
$821M
$1.36 Million 0.02% of portfolio
44,655
Q3 2024 Added 43.72%
$19.9B
$1.11 Million 0.02% of portfolio
8,017
Q3 2024 New
$5.73B
$1.72 Million 0.02% of portfolio
9,100
Q3 2024 Added 55.82%
$2.24B
$1.61 Million 0.02% of portfolio
15,880
Q3 2024 Added 4.2%
$98.7B
$1.2 Million 0.02% of portfolio
4,813
Q3 2024 Added 11.72%
$5.89B
$1.41 Million 0.02% of portfolio
47,480
Q3 2024 Added 60.73%
$7.27B
$730,000 0.01% of portfolio
6,725
Q3 2024 Added 44.16%
$5.2B
$830,000 0.01% of portfolio
4,704
Q3 2024 Added 100.0%
$113B
$791,000 0.01% of portfolio
3,546
Q3 2024 Reduced 0.84%
$1.66B
$393,000 0.01% of portfolio
21,845
Q2 2024 New
$31.2B
$455,000 0.01% of portfolio
2,870
Q3 2024 Reduced 96.54%
$4.25B
$468,000 0.01% of portfolio
1,386
Q3 2024 New
$22.7B
$803,000 0.01% of portfolio
13,005
Q3 2024 Added 176.53%
$155B
$695,000 0.01% of portfolio
68,380
Q3 2024 New
$7.65B
$426,000 0.01% of portfolio
2,656
Q2 2024 New
$11.2B
$738,000 0.01% of portfolio
905
Q3 2024 Added 22.3%
$101B
$379,000 0.01% of portfolio
185
Q3 2024 Reduced 23.55%
$57.3B
$398,000 0.01% of portfolio
59,860
Q3 2024 Reduced 0.42%
$2.23B
$1.02 Million 0.01% of portfolio
51,200
Q3 2024 Added 100.0%
$89.5B
$516,000 0.01% of portfolio
35,875
Q3 2024 New
$25.1B
$455,000 0.01% of portfolio
13,779
Q3 2024 New
$6.99B
$739,000 0.01% of portfolio
15,714
Q3 2024 Added 50.92%
$91.6B
$612,000 0.01% of portfolio
27,488
Q3 2024 Added 42.17%
$5.65B
$429,000 0.01% of portfolio
4,987
Q3 2024 Reduced 38.79%
$65B
$620,000 0.01% of portfolio
197
Q3 2024 Reduced 1.5%
$21.2B
$877,000 0.01% of portfolio
8,129
Q3 2024 Added 53.29%
$65.6B
$751,000 0.01% of portfolio
3,117
Q3 2024 Reduced 12.02%
$54.6B
$440,000 0.01% of portfolio
1,804
Q3 2024 Added 4.52%
$1.35B
$598,000 0.01% of portfolio
22,200
Q3 2024 Added 100.0%
$4.89B
$736,000 0.01% of portfolio
8,781
Q3 2024 Added 109.82%

Summary

  • Portfolio
  • No. of Stocks 837
  • Current Value $7.2 Billion
  • Prior Value $6.12 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 171 stocks
  • Additional Purchases 421 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 204 stocks
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