Congress Wealth Management LLC / DE /

Q2 2023 13F Detailed Holdings

Location
Boston, MA
Holdings as of
6/30/2023
Value ($000)
$4,313,553
Num holdings
553
Date filed
7/13/2023
Form type
13F-HR
Prev filing
4/14/2023
Next filing
10/30/2023
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