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
$1.17 Million 0.02% of portfolio
9,379
Q4 2024 Reduced 3.46%
$69.2B
$1.09 Million 0.02% of portfolio
33,680
Q4 2024 New
$0
$1.29 Million 0.02% of portfolio
55,948
Q4 2024 New
$0
$1.54 Million 0.02% of portfolio
21,395
Q4 2024 New
$0
$1.04 Million 0.02% of portfolio
34,970
Q4 2024 Added 1.61%
$37.6B
$1.09 Million 0.02% of portfolio
49,698
Q4 2024 Added 97.65%
$0
$1.11 Million 0.02% of portfolio
27,422
Q4 2024 Added 0.46%
$0
$1.36 Million 0.02% of portfolio
4,083
Q4 2024 Reduced 21.22%
$429M
$1.36 Million 0.02% of portfolio
535,022
Q4 2024 Reduced 28.1%
$153B
$1.7 Million 0.02% of portfolio
7,471
Q4 2024 Added 5.7%
$0
$1.63 Million 0.02% of portfolio
58,623
Q4 2024 Added 0.63%
$0
$1.11 Million 0.02% of portfolio
47,606
Q4 2024 Added 1.38%
$6.98B
$1.25 Million 0.02% of portfolio
20,360
Q4 2024 Reduced 43.96%
$173B
$1.72 Million 0.02% of portfolio
25,123
Q4 2024 Added 10.88%
$0
$1.19 Million 0.02% of portfolio
12,161
Q4 2024 New
$27.2B
$1.24 Million 0.02% of portfolio
58,705
Q4 2024 Added 442.96%
$94.5B
$1.45 Million 0.02% of portfolio
17,597
Q4 2024 Reduced 49.07%
$89.6B
$1.1 Million 0.02% of portfolio
10,167
Q4 2024 Added 58.12%
$112B
$1.16 Million 0.02% of portfolio
18,173
Q4 2024 Reduced 11.07%
$83.4B
$1.34 Million 0.02% of portfolio
10,598
Q4 2024 Reduced 85.13%
$21.9B
$1.07 Million 0.02% of portfolio
42,076
Q4 2024 Added 15.51%
$0
$1.36 Million 0.02% of portfolio
7,175
Q4 2024 Reduced 1.37%
$34.7B
$1.65 Million 0.02% of portfolio
25,950
Q4 2024 Reduced 28.02%
$0
$1.04 Million 0.02% of portfolio
17,731
Q4 2024 Reduced 4.15%
$0
$1.12 Million 0.02% of portfolio
8,430
Q4 2024 Reduced 7.52%
$0
$1.66 Million 0.02% of portfolio
24,399
Q4 2024 New
$17.5B
$1.37 Million 0.02% of portfolio
10,906
Q4 2024 Added 102.86%
$0
$1.48 Million 0.02% of portfolio
34,677
Q4 2024 Added 0.57%
$229B
$1.47 Million 0.02% of portfolio
8,826
Q4 2024 Added 7.18%
$5.56B
$1.61 Million 0.02% of portfolio
9,247
Q4 2024 Reduced 55.55%
$0
$1.63 Million 0.02% of portfolio
60,466
Q4 2024 Added 6.71%
$0
$1.36 Million 0.02% of portfolio
6,436
Q4 2024 Reduced 63.25%
$0
$1.12 Million 0.02% of portfolio
9,520
Q4 2024 Added 3.57%
$0
$1.25 Million 0.02% of portfolio
10,823
Q4 2024 Added 156.77%
$0
$1.56 Million 0.02% of portfolio
19,052
Q4 2024 Reduced 3.75%
$0
$1.31 Million 0.02% of portfolio
12,806
Q4 2024 Reduced 0.29%
$0
$1.09 Million 0.02% of portfolio
23,513
Q4 2024 Reduced 2.94%
$80.7B
$1.47 Million 0.02% of portfolio
4,888
Q4 2024 Added 101.15%
$0
$1.06 Million 0.02% of portfolio
20,435
Q4 2024 Added 29.98%
$0
$357,000 0.01% of portfolio
8,218
Q4 2024 New
$41.7B
$454,000 0.01% of portfolio
3,388
Q4 2024 Added 94.94%
$0
$408,000 0.01% of portfolio
10,060
Q4 2024 New
$4.57B
$711,000 0.01% of portfolio
14,567
Q4 2024 Added 0.25%
$0
$778,000 0.01% of portfolio
10,000
Q2 2024 New
$0
$481,000 0.01% of portfolio
22,322
Q4 2024 Added 19.81%
$0
$894,000 0.01% of portfolio
35,794
Q4 2024 Added 19.15%
$0
$569,000 0.01% of portfolio
12,935
Q3 2024 Reduced 6.51%
$13.6B
$503,000 0.01% of portfolio
3,985
Q4 2024 Reduced 62.48%
$15.6B
$410,000 0.01% of portfolio
867
Q4 2024 Added 9.19%

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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