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
$30.1B
$7 Million 0.1% of portfolio
91,862
Q4 2024 Added 0.78%
$8.47B
$6.77 Million 0.1% of portfolio
29,965
Q4 2024 New
$77.7B
$7.03 Million 0.1% of portfolio
350,712
Q4 2024 Reduced 25.67%
$5.02B
$7.28 Million 0.1% of portfolio
36,974
Q4 2024 Added 4.06%
$54B
$6.93 Million 0.1% of portfolio
24,625
Q4 2024 Reduced 50.31%
$467B
$6.81 Million 0.1% of portfolio
10
Q3 2024 Added 42.86%
$4.22B
$7.19 Million 0.1% of portfolio
227,567
Q4 2024 Added 17.2%
$122B
$6.83 Million 0.1% of portfolio
96,972
Q4 2024 Reduced 52.48%
$155B
$6.59 Million 0.1% of portfolio
59,187
Q4 2024 Reduced 40.83%
$42.9B
$6.22 Million 0.09% of portfolio
109,264
Q4 2024 Added 2.42%
$13.3B
$6.02 Million 0.09% of portfolio
18,080
Q4 2024 Added 8.17%
$5.71B
$6.23 Million 0.09% of portfolio
14,774
Q4 2024 Reduced 52.84%
$5.05B
$6.38 Million 0.09% of portfolio
120,733
Q4 2024 New
$19.8B
$6.46 Million 0.09% of portfolio
160,965
Q4 2024 Reduced 19.63%
$2.4B
$5.97 Million 0.09% of portfolio
154,940
Q4 2024 Added 14.06%
$26.2B
$6.57 Million 0.09% of portfolio
108,551
Q4 2024 Reduced 50.98%
$229B
$5.64 Million 0.08% of portfolio
49,836
Q4 2024 Reduced 5.87%
$101B
$5.41 Million 0.08% of portfolio
19,597
Q4 2024 Reduced 35.39%
$60.9B
$5.81 Million 0.08% of portfolio
211,986
Q4 2024 Added 2.75%
$189B
$5.82 Million 0.08% of portfolio
50,322
Q4 2024 Reduced 37.9%
$1.79B
$5.34 Million 0.08% of portfolio
204,837
Q4 2024 Added 10.15%
$2.21B
$5.25 Million 0.08% of portfolio
150,617
Q4 2024 Reduced 38.98%
$3B
$5.58 Million 0.08% of portfolio
73,039
Q4 2024 New
$14.9B
$5.85 Million 0.08% of portfolio
67,969
Q4 2024 Reduced 49.5%
$58.3B
$4.65 Million 0.07% of portfolio
16,024
Q4 2024 Reduced 1.82%
$41B
$4.74 Million 0.07% of portfolio
6,725
Q4 2024 Reduced 1.58%
$1.81B
$5.17 Million 0.07% of portfolio
130,598
Q4 2024 Reduced 23.43%
$7.14B
$4.52 Million 0.07% of portfolio
95,318
Q4 2024 Added 6.8%
$3.3B
$4.8 Million 0.07% of portfolio
67,077
Q4 2024 Reduced 32.83%
$300B
$4.69 Million 0.07% of portfolio
106,691
Q4 2024 Reduced 19.04%
$787B
$4.76 Million 0.07% of portfolio
24,123
Q4 2024 Added 4.5%
$2.83B
$4.52 Million 0.07% of portfolio
116,589
Q4 2024 Added 5.25%
$122B
$4.85 Million 0.07% of portfolio
9,989
Q4 2024 Added 35.13%
$153B
$5.09 Million 0.07% of portfolio
33,158
Q4 2024 Added 20.63%
$214B
$4.78 Million 0.07% of portfolio
21,730
Q4 2024 Added 10.06%
$238B
$4.09 Million 0.06% of portfolio
42,029
Q4 2024 Reduced 34.87%
$48.2B
$3.96 Million 0.06% of portfolio
30,189
Q4 2024 Reduced 44.9%
$197B
$3.82 Million 0.06% of portfolio
25,126
Q4 2024 Added 4.01%
$11.1B
$4.45 Million 0.06% of portfolio
9,565
Q4 2024 Added 2.75%
$9.21B
$4.08 Million 0.06% of portfolio
12,288
Q4 2024 Added 1.73%
$2.6B
$4.31 Million 0.06% of portfolio
69,895
Q4 2024 Reduced 13.38%
$11.4B
$4.21 Million 0.06% of portfolio
114,671
Q4 2024 Reduced 55.02%
$122B
$3.87 Million 0.06% of portfolio
13,235
Q4 2024 Added 54.24%
$6.94B
$3.91 Million 0.06% of portfolio
138,508
Q4 2024 New
$16B
$4.01 Million 0.06% of portfolio
44,910
Q4 2024 Added 7.98%
$9.29B
$4.06 Million 0.06% of portfolio
21,904
Q4 2024 Reduced 8.96%
$253B
$4.25 Million 0.06% of portfolio
47,038
Q4 2024 Added 2.86%
$17.1B
$3.68 Million 0.05% of portfolio
14,077
Q4 2024 Added 7.52%
$92.5B
$3.81 Million 0.05% of portfolio
22,086
Q4 2024 Added 59.77%

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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