Congress Wealth Management LLC Portfolio Holdings

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

Congress Wealth Management LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $7.9 Billion distributed in 1064 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $391M, Technology Sector Spdr with a value of $207M, Microsoft Corp with a value of $155M, Financial Sector Spdr with a value of $143M, and Nvidia Corp with a value of $121M.

Examining the 13F form we can see an increase of $965M in the current position value, from $6.94B to 7.9B.

Congress Wealth Management LLC is based out at Boston, MA

Below you can find more details about Congress Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $7.9 Billion
ETFs: $3.44 Billion
Technology: $1.31 Billion
Financial Services: $631 Million
Healthcare: $587 Million
Industrials: $440 Million
Consumer Cyclical: $407 Million
Consumer Defensive: $343 Million
Communication Services: $281 Million
Other: $456 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.35T
$391 Million 4.95% of portfolio
1,760,497
Q1 2025 Added 122.07%
$0
$207 Million 2.62% of portfolio
1,003,072
Q1 2025 Added 0.91%
$3.75T
$155 Million 1.96% of portfolio
411,872
Q1 2025 Added 38.26%
$0
$143 Million 1.81% of portfolio
2,863,339
Q1 2025 Reduced 0.1%
$409B
$121 Million 1.53% of portfolio
1,118,620
Q1 2025 Added 28.16%
$0
$118 Million 1.49% of portfolio
679,526
Q1 2025 Added 0.96%
$0
$115 Million 1.46% of portfolio
2,552,755
Q1 2025 Added 24.07%
$0
$96.7 Million 1.22% of portfolio
1,002,268
Q1 2025 Reduced 1.05%
$300B
$82.3 Million 1.04% of portfolio
1,149,606
Q1 2025 Reduced 10.72%
$1.62T
$79.7 Million 1.01% of portfolio
138,330
Q1 2025 Added 24.39%
$0
$78.5 Million 0.99% of portfolio
1,303,911
Q1 2025 Reduced 1.2%
$0
$73.5 Million 0.93% of portfolio
2,572,797
Q1 2025 Reduced 12.67%
$0
$72.5 Million 0.92% of portfolio
496,404
Q1 2025 Added 45.3%
$631B
$68.9 Million 0.87% of portfolio
129,323
Q1 2025 Added 102.55%
$2.3T
$68 Million 0.86% of portfolio
357,479
Q1 2025 Added 35.69%
$9.7B
$67.8 Million 0.86% of portfolio
1,096,041
Q1 2025 Reduced 2.5%
$573B
$64.9 Million 0.82% of portfolio
185,045
Q1 2025 Added 18.5%
$0
$61.1 Million 0.77% of portfolio
335,492
Q1 2025 Added 1.62%
$0
$60 Million 0.76% of portfolio
955,843
Q1 2025 Reduced 2.07%
$434B
$59.3 Million 0.75% of portfolio
62,746
Q1 2025 Added 11.05%
$847B
$59.5 Million 0.75% of portfolio
242,757
Q1 2025 Added 25.64%
$760B
$57.5 Million 0.73% of portfolio
69,680
Q1 2025 Added 43.36%
$1.07T
$55.6 Million 0.7% of portfolio
359,799
Q1 2025 Added 22.27%
$0
$54.7 Million 0.69% of portfolio
424,493
Q1 2025 Added 11.07%
$0
$47.2 Million 0.6% of portfolio
620,791
Q1 2025 Added 68.16%
$0
$47.7 Million 0.6% of portfolio
510,014
Q1 2025 Added 4.58%
$0
$46.8 Million 0.59% of portfolio
801,253
Q1 2025 Added 2.13%
$0
$45.5 Million 0.58% of portfolio
435,096
Q1 2025 Added 10.01%
$0
$45 Million 0.57% of portfolio
550,732
Q1 2025 Reduced 2.51%
$0
$44.7 Million 0.57% of portfolio
318,535
Q1 2025 Reduced 3.74%
$0
$45.4 Million 0.57% of portfolio
1,114,201
Q1 2025 Reduced 36.74%
$0
$44.3 Million 0.56% of portfolio
1,173,781
Q1 2025 Reduced 31.08%
$0
$44.4 Million 0.56% of portfolio
119,836
Q1 2025 Added 306.94%
$0
$44.6 Million 0.56% of portfolio
481,061
Q1 2025 Reduced 0.47%
$0
$43.4 Million 0.55% of portfolio
870,067
Q1 2025 Added 1.74%
$22B
$42.6 Million 0.54% of portfolio
207,306
Q1 2025 Added 1.06%
$379B
$42.5 Million 0.54% of portfolio
115,984
Q1 2025 Added 9.14%
$0
$42.8 Million 0.54% of portfolio
216,506
Q1 2025 Reduced 29.33%
$0
$41.5 Million 0.53% of portfolio
74,170
Q1 2025 Added 2.76%
$112B
$41.2 Million 0.52% of portfolio
246,174
Q1 2025 Added 93.21%
$475B
$41.3 Million 0.52% of portfolio
347,450
Q1 2025 Added 51.96%
$0
$39.4 Million 0.5% of portfolio
718,434
Q1 2025 Reduced 0.74%
$0
$39.3 Million 0.5% of portfolio
937,989
Q1 2025 Added 1.66%
$143B
$39.1 Million 0.5% of portfolio
321,176
Q1 2025 Added 6.95%
$0
$39.2 Million 0.5% of portfolio
76,196
Q1 2025 Added 9.2%
$1.11T
$39 Million 0.49% of portfolio
249,611
Q1 2025 Added 45.4%
$3.84B
$36.8 Million 0.47% of portfolio
775,449
Q1 2025 New
$0
$36.7 Million 0.46% of portfolio
78,346
Q1 2025 Added 8.73%
$0
$36 Million 0.46% of portfolio
206,626
Q1 2025 Reduced 2.19%

Summary

  • Portfolio
  • No. of Stocks 1,064
  • Current Value $7.9 Billion
  • Prior Value $6.94 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 266 stocks
  • Additional Purchases 550 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 233 stocks
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