Congress Wealth Management LLC / DE /
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
Boston, MA
CIK
0001904976
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
871
7,275,415
XLK, AAPL, XLF, MSFT
13F-HR
2/11/2025
000195175725000240
Q3 2024
837
7,501,815
XLK, AAPL, JMBS, MSFT
13F-HR
11/12/2024
000195175724001198
Q2 2024
709
6,290,346
GS, XLK, JMBS, XLF
13F-HR
8/13/2024
000195175724000758
Q1 2024
577
5,790,255
GS, XLK, JMBS, XLF
13F-HR
4/18/2024
000195175724000314
Q4 2023
606
5,445,106
GS, XLK, JMBS, AAPL
13F-HR
2/9/2024
000195175724000232
Q3 2023
599
4,840,009
GS, XLK, JMBS, TLH
13F-HR
10/30/2023
000195175723000628
Q2 2023
553
4,313,552
XLK, JMBS, TLH, SPTI
13F-HR
7/13/2023
000195175723000347
Q1 2023
553
4,147,706
XLK, JMBS, TLH, SPTI
13F-HR
4/14/2023
000195175723000164
Q4 2022
555
3,888,804
XLK, SPTI, TLH, XLV
13F-HR
2/2/2023
000190497623000001
Q3 2022
545
3,708,092
XLK, IEF, XLV, JMBS
13F-HR
11/8/2022
000190497622000004
Q2 2022
551
3,914,746
XLK, IEF, XLV, JMBS
13F-HR
8/11/2022
000190497622000003
Q1 2022
592
4,575,822
XLK, IEF, XLE, JMBS
13F-HR
5/16/2022
000190497622000002
Q4 2021
605
5,024,536
XLK, XLY, JMBS, XLF
13F-HR
2/3/2022
000190497622000001
Showing 1 to 13 of 13 entries
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