Congress Wealth Management LLC / DE /

13F Filings History

Latest 13F report
Q4 2024 - Feb 11, 2025
Value $
$7.27B
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 871 stock holdings with total value $7.27B as of Q4 2024. Top holdings included XLK, AAPL, XLF, MSFT, and RSP.
Holdings Value