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
$272,000 0.0% of portfolio
6,081
Q4 2024 Reduced 3.92%
Fidelity Wise Origin Bitcoin
-
$0 0.0% of portfolio
-
Q4 2024 New
Kenvue Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 49.45%
$11.7B
$277,000 0.0% of portfolio
2,620
Q4 2024 New
$0
$214,000 0.0% of portfolio
2,445
Q4 2024 New
$0
$305,000 0.0% of portfolio
6,604
Q4 2024 Reduced 0.6%
$36.4B
$307,000 0.0% of portfolio
3,132
Q4 2024 New
$6.28B
$312,000 0.0% of portfolio
9,240
Q4 2024 Reduced 63.46%
T Rowe Price ETF Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Knife River Corp
-
$0 0.0% of portfolio
-
Q4 2024 Added 6.71%
Labcorp Holdings Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 72.47%
$18.6B
$269,000 0.0% of portfolio
1,073
Q4 2024 Added 1.51%
Tempus Ai Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$7.85B
$247,000 0.0% of portfolio
1,390
Q4 2024 Reduced 6.59%
$37.8B
$340,000 0.0% of portfolio
1,621
Q4 2024 Added 44.35%
Te Connectivity PLC
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 14.05%
$58.9B
$337,000 0.0% of portfolio
2,495
Q4 2024 New
$3.44B
$283,000 0.0% of portfolio
6,907
Q4 2024 Reduced 64.19%
Fidelity Covington Trust
-
$0 0.0% of portfolio
-
Q4 2024 Added 0.14%
$7.75B
$232,000 0.0% of portfolio
1,284
Q4 2024 Reduced 13.59%

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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