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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.3B
$14.2 Million 0.2% of portfolio
88,680
Q3 2024 New
$85B
$14.2 Million 0.2% of portfolio
64,153
Q3 2024 Reduced 43.12%
$15.9B
$14.6 Million 0.2% of portfolio
237,896
Q3 2024 New
$18B
$13.5 Million 0.19% of portfolio
165,797
Q3 2024 Added 16.33%
$5.65B
$13.7 Million 0.19% of portfolio
66,142
Q3 2024 Added 0.8%
$17.7B
$13.9 Million 0.19% of portfolio
134,602
Q3 2024 Added 55.03%
$0
$13.6 Million 0.19% of portfolio
109,372
Q3 2024 Reduced 33.99%
$25.6B
$14 Million 0.19% of portfolio
133,570
Q3 2024 Reduced 0.29%
$22.1B
$13.8 Million 0.19% of portfolio
57,024
Q3 2024 Reduced 51.37%
$68.9B
$13.6 Million 0.19% of portfolio
49,556
Q3 2024 Added 55.41%
$2.08B
$12.7 Million 0.18% of portfolio
39,952
Q3 2024 Reduced 3.68%
$17B
$12.8 Million 0.18% of portfolio
116,177
Q3 2024 Reduced 23.26%
$4.8B
$13.1 Million 0.18% of portfolio
78,580
Q3 2024 Added 1.36%
$71B
$13 Million 0.18% of portfolio
447,717
Q3 2024 Added 1,150.15%
$0
$12.8 Million 0.18% of portfolio
63,663
Q3 2024 Reduced 7.76%
$18.1B
$13 Million 0.18% of portfolio
28,304
Q3 2024 Added 1.18%
$0
$13 Million 0.18% of portfolio
616,003
Q3 2024 Reduced 36.84%
$149B
$13.1 Million 0.18% of portfolio
451,176
Q3 2024 Added 100.96%
$158B
$12.8 Million 0.18% of portfolio
204,053
Q3 2024 Added 51.18%
$6.66B
$12 Million 0.17% of portfolio
31,327
Q3 2024 Added 63.83%
$0
$12.4 Million 0.17% of portfolio
43,899
Q3 2024 Added 499.14%
$5.09B
$12.3 Million 0.17% of portfolio
33,633
Q3 2024 Added 10.48%
$20.3B
$12.4 Million 0.17% of portfolio
247,237
Q3 2024 Reduced 0.89%
$79.5B
$12.1 Million 0.17% of portfolio
163,961
Q3 2024 Added 2.24%
$0
$11.9 Million 0.17% of portfolio
149,726
Q3 2024 Added 455.3%
$435B
$12.2 Million 0.17% of portfolio
17,153
Q3 2024 Added 10.68%
$7.14B
$12.2 Million 0.17% of portfolio
79,269
Q3 2024 Added 29.28%
$21.1B
$11.3 Million 0.16% of portfolio
28,916
Q3 2024 Added 0.74%
$0
$11.8 Million 0.16% of portfolio
20,452
Q3 2024 Added 11.3%
$5.35B
$11.6 Million 0.16% of portfolio
90,637
Q3 2024 Reduced 31.86%
$30.9B
$11.8 Million 0.16% of portfolio
76,989
Q3 2024 Added 0.27%
$0
$11.6 Million 0.16% of portfolio
291,910
Q3 2024 Reduced 1.73%
$25.3B
$11.7 Million 0.16% of portfolio
38,849
Q3 2024 Added 0.13%
$43.1B
$11.2 Million 0.16% of portfolio
221,459
Q3 2024 Added 49.97%
$10.1B
$11.3 Million 0.16% of portfolio
26,327
Q3 2024 New
$0
$11.2 Million 0.16% of portfolio
54,217
Q3 2024 Reduced 3.59%
$6.98B
$10.7 Million 0.15% of portfolio
110,289
Q3 2024 Added 2.95%
$8.38B
$10.6 Million 0.15% of portfolio
54,029
Q3 2024 Reduced 0.97%
$0
$10.7 Million 0.15% of portfolio
105,866
Q3 2024 Reduced 12.07%
$89.8B
$10.5 Million 0.15% of portfolio
30,331
Q3 2024 Added 44.12%
$79.8B
$11.1 Million 0.15% of portfolio
471,837
Q3 2024 Added 194.56%
$0
$10.8 Million 0.15% of portfolio
134,952
Q3 2024 Reduced 7.34%
$27.5B
$10.9 Million 0.15% of portfolio
200,290
Q3 2024 Added 43.46%
$46.3B
$10.5 Million 0.15% of portfolio
181,725
Q3 2024 Added 3,924.92%
$0
$10.9 Million 0.15% of portfolio
28,473
Q3 2024 Added 8.23%
$96.9B
$9.94 Million 0.14% of portfolio
112,486
Q3 2024 Added 15.41%
$3.82B
$10 Million 0.14% of portfolio
139,210
Q3 2024 Added 3.9%
$6.26B
$10.2 Million 0.14% of portfolio
46,921
Q3 2024 Added 1.6%
$190B
$9.82 Million 0.14% of portfolio
81,038
Q3 2024 Added 43.53%

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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