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Candace Cavalier

@Congress Wealth Management Llc De

Latest period2024 - Q3ReportedManaged Assets$7.502BTotal holdings837
Assets growth rate19.26%Assets growth rate (2-Q avg)13.95%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Congress Wealth Management Llc De's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 837 positions.

Assets under management

The assets under management (AUM) of Congress Wealth Management Llc De over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.502B in assets, with a quarterly growth rate of 19.26% and a 2-quarter average growth rate of 13.95%. The portfolio is managed by Candace Cavalier, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$17.118M
113,795 shares@ $150.44 avg price
DVDoubleverify Hldgs Inc
Recent Activity
Exited
0%
$7.488M
384,611 shares@ $19.47 avg price
CHKPCheck Point Software Tech Lt
Recent Activity
Exited
0%
$6.271M
38,006 shares@ $165.0 avg price
PGNYProgyny Inc
Recent Activity
Exited
0%
$4.564M
159,530 shares@ $28.61 avg price
CLBCore Laboratories Inc
Recent Activity
Exited
0%
$3.882M
191,318 shares@ $20.3 avg price
CHUYChuys Hldgs Inc
Recent Activity
Exited
0%
$3.712M
143,222 shares@ $25.92 avg price
LSCCLattice Semiconductor Corp
Recent Activity
Exited
0%
$1.909M
32,925 shares@ $57.99 avg price
FMIshares Inc
Recent Activity
Exited
0%
$1.684M
61,335 shares@ $27.47 avg price
WNSWns Hldgs Ltd
Recent Activity
Exited
0%
$1.633M
31,106 shares@ $52.5 avg price
BCIAbrdn Etfs
Recent Activity
Exited
0%
$1.421M
69,907 shares@ $20.34 avg price