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
$76.7B
$2.6 Million 0.04% of portfolio
7,525
Q3 2024 Added 922.42%
$30.4B
$3.01 Million 0.04% of portfolio
70,221
Q3 2024 Added 574.88%
$2.66B
$2.64 Million 0.04% of portfolio
21,908
Q3 2024 Added 76.34%
$0
$2.87 Million 0.04% of portfolio
12,115
Q3 2024 Added 65.87%
$177B
$3.03 Million 0.04% of portfolio
15,579
Q3 2024 Added 167.31%
$91.4B
$3.12 Million 0.04% of portfolio
34,550
Q3 2024 Added 904.36%
$0
$3.09 Million 0.04% of portfolio
41,166
Q3 2024 Added 31.15%
$53.7B
$2.68 Million 0.04% of portfolio
34,501
Q3 2024 Added 57.0%
$0
$2.81 Million 0.04% of portfolio
19,320
Q3 2024 Reduced 31.71%
$0
$2.74 Million 0.04% of portfolio
25,179
Q3 2024 Added 1.93%
$0
$2.61 Million 0.04% of portfolio
26,444
Q3 2024 Added 2.83%
$0
$3.01 Million 0.04% of portfolio
27,000
Q4 2023 Reduced 3.37%
$0
$2.92 Million 0.04% of portfolio
46,615
Q3 2024 Reduced 2.03%
$19.3B
$3.05 Million 0.04% of portfolio
13,093
Q3 2024 Added 2.09%
$0
$3.16 Million 0.04% of portfolio
28,638
Q3 2024 Added 59.93%
$0
$3.18 Million 0.04% of portfolio
40,427
Q3 2024 Added 921.4%
$0
$2.94 Million 0.04% of portfolio
64,431
Q2 2024 Reduced 0.34%
$0
$2.99 Million 0.04% of portfolio
44,303
Q3 2024 Reduced 11.78%
$5.28B
$2.66 Million 0.04% of portfolio
20,000
Q3 2024 Added 100.0%
$4.94B
$2.46 Million 0.03% of portfolio
36,882
Q3 2024 Added 1.84%
$69B
$2.3 Million 0.03% of portfolio
27,855
Q3 2024 Added 17.87%
$42.1B
$2.15 Million 0.03% of portfolio
33,005
Q3 2024 Reduced 0.7%
$0
$2 Million 0.03% of portfolio
41,013
Q3 2024 Reduced 23.06%
$3.45B
$2.32 Million 0.03% of portfolio
24,373
Q3 2024 Added 50.1%
$47.3B
$1.96 Million 0.03% of portfolio
1,007
Q2 2024 Reduced 10.33%
$5.62B
$2.34 Million 0.03% of portfolio
74,883
Q3 2024 Added 7.62%
$99.2B
$2.1 Million 0.03% of portfolio
20,273
Q3 2024 Added 4.07%
$3.76B
$2.07 Million 0.03% of portfolio
59,693
Q3 2024 Added 1.85%
$26.1B
$2.33 Million 0.03% of portfolio
12,028
Q3 2024 Reduced 1.84%
$58B
$2.2 Million 0.03% of portfolio
4,692
Q3 2024 Added 171.21%
$48.3B
$2.44 Million 0.03% of portfolio
76,912
Q3 2024 New
$0
$2.45 Million 0.03% of portfolio
74,828
Q3 2024 New
$0
$2.08 Million 0.03% of portfolio
51,047
Q3 2024 Reduced 84.09%
$21.9B
$2.02 Million 0.03% of portfolio
10,559
Q3 2024 Added 299.51%
$11.5B
$2.21 Million 0.03% of portfolio
11,113
Q3 2024 Added 117.9%
$0
$2.24 Million 0.03% of portfolio
3,820
Q3 2024 Added 76.36%
$126B
$2.12 Million 0.03% of portfolio
13,824
Q3 2024 Added 98.28%
$187B
$2.23 Million 0.03% of portfolio
13,564
Q3 2024 Reduced 2.44%
$110B
$2.46 Million 0.03% of portfolio
19,481
Q3 2024 New
$5.72B
$2.09 Million 0.03% of portfolio
19,575
Q3 2024 Added 116.42%
$22.7B
$1.83 Million 0.03% of portfolio
54,173
Q3 2024 Added 0.01%
$9.57B
$2.25 Million 0.03% of portfolio
25,998
Q3 2024 New
$2.29B
$2 Million 0.03% of portfolio
51,882
Q3 2024 Added 1.73%
$9.74B
$2.27 Million 0.03% of portfolio
73,877
Q3 2024 Added 2.07%
$86.1B
$1.89 Million 0.03% of portfolio
8,129
Q3 2024 Added 446.3%
$9.22B
$2.49 Million 0.03% of portfolio
16,733
Q3 2024 Added 14.02%
$1.69B
$2.06 Million 0.03% of portfolio
78,586
Q3 2024 New
$0
$1.84 Million 0.03% of portfolio
35,844
Q3 2024 Reduced 28.74%
$23.9B
$2.2 Million 0.03% of portfolio
13,422
Q3 2024 Reduced 86.29%

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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