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.