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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
AVEMAmerican Centy Etf Tr
Recent Activity
Decreased -0.01%
1.14%
$85.378M
1.322M shares@ $64.61 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -2.11%
1.09%
$81.654M
1.794M shares@ $45.52 avg price
KOCoca Cola Co
Recent Activity
Increased 6.71%
1.08%
$80.975M
1.127M shares@ $71.87 avg price
METAMeta Platforms Inc
Recent Activity
Increased 29.79%
1.05%
$78.583M
137,275 shares@ $572.45 avg price
SPTLSpdr Ser Tr
Recent Activity
Decreased -33.92%
0.98%
$73.364M
2.524M shares@ $29.08 avg price
PAVEGlobal X Fds
Recent Activity
Decreased -25.6%
0.97%
$72.208M
1.754M shares@ $41.17 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 11102.83%
0.87%
$65.123M
328,803 shares@ $198.06 avg price
GLDMWorld Gold Tr
Recent Activity
Decreased -18.01%
0.8%
$59.703M
1.145M shares@ $52.14 avg price
KBWBInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 39.55%
0.78%
$58.001M
989,613 shares@ $58.62 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 3.74%
0.7%
$52.415M
59,123 shares@ $886.55 avg price