Congress Wealth Management LLC / DE /

13F Filings History

Latest 13F report
Q3 2024 - Nov 12, 2024
Value $
$7.5B
Signature - Title
Candace Cavalier - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Congress Wealth Management LLC / DE /. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Congress Wealth Management LLC / DE / reported 837 stock holdings with total value $7.5B as of Q3 2024. Top holdings included XLK, AAPL, JMBS, MSFT, and XLF.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 837 $7.5B +$1.71B -$806M +$908M XLK, AAPL, JMBS, MSFT, XLF 13F-HR 11/12/2024, 12:45 PM
Q2 2024 709 $6.29B +$949M -$419M +$529M GS, XLK, JMBS, XLF, AAPL 13F-HR 8/13/2024, 05:49 PM
Q1 2024 577 $5.79B +$432M -$489M -$57.1M GS, XLK, JMBS, XLF, SPTL 13F-HR 4/18/2024, 11:50 AM
Q4 2023 606 $5.45B +$609M -$475M +$134M GS, XLK, JMBS, AAPL, SPTL 13F-HR 2/9/2024, 05:01 PM
Q3 2023 599 $4.84B +$860M -$172M +$687M GS, XLK, JMBS, TLH, SPTI 13F-HR 10/30/2023, 09:08 AM
Q2 2023 553 $4.31B +$269M -$302M -$33.6M XLK, JMBS, TLH, SPTI, AAPL 13F-HR 7/13/2023, 04:01 PM
Q1 2023 553 $4.15B +$519M -$480M +$38.9M XLK, JMBS, TLH, SPTI, XLV 13F-HR 4/14/2023, 02:31 PM
Q4 2022 555 $3.89B +$477M -$571M -$93.5M XLK, SPTI, TLH, XLV, XLE 13F-HR 2/2/2023, 02:00 PM
Q3 2022 545 $3.71B +$215M -$194M +$21.5M XLK, IEF, XLV, JMBS, XLE 13F-HR 11/8/2022, 06:04 PM
Q2 2022 551 $3.91B +$398M -$409M -$10.7M XLK, IEF, XLV, JMBS, SPTI 13F-HR 8/11/2022, 04:28 PM
Q1 2022 592 $4.58B +$560M -$665M -$105M XLK, IEF, XLE, JMBS, XLF 13F-HR 5/16/2022, 01:41 PM
Q4 2021 602 $5B $0 $0 XLK, XLY, JMBS, XLF, AAPL 13F-HR 2/3/2022, 09:52 PM