-
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.