Congress Wealth Management LLC / DE /

Q4 2022 13F Detailed Holdings

Location
Boston, MA
Holdings as of
12/31/2022
Value ($000)
$3,888,805
Num holdings
555
Date filed
2/2/2023
Form type
13F-HR
Prev filing
11/8/2022
Next filing
4/14/2023
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Andersen
2 Elie
3 Fitzgerald
4 Guild
5 Lagan
6 OKeefe
7 OReilly
8 Solomon
9 VanHulzen