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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$26.2B
$12.4 Million 0.16% of portfolio
24,913
Q1 2025 Reduced 13.96%
$12.9B
$12 Million 0.15% of portfolio
229,872
Q1 2025 Reduced 8.41%
$10.2B
$11.1 Million 0.14% of portfolio
74,966
Q1 2025 Reduced 14.88%
$10.1B
$11.2 Million 0.14% of portfolio
26,293
Q1 2025 Reduced 1.99%
$48B
$11.3 Million 0.14% of portfolio
201,338
Q1 2025 Added 5.93%
$15.2B
$11.1 Million 0.14% of portfolio
236,222
Q1 2025 Reduced 12.95%
$26.3B
$10.9 Million 0.14% of portfolio
60,506
Q1 2025 Reduced 12.37%
$18.6B
$10.7 Million 0.14% of portfolio
56,989
Q1 2025 New
$166B
$9.93 Million 0.13% of portfolio
68,458
Q1 2025 Added 15.83%
$2.69B
$10.5 Million 0.13% of portfolio
93,842
Q1 2025 Reduced 7.51%
$32.5B
$10.2 Million 0.13% of portfolio
148,679
Q1 2025 Reduced 12.2%
$43.2B
$10.6 Million 0.13% of portfolio
48,592
Q1 2025 Added 1,341.9%
$9.81B
$10.3 Million 0.13% of portfolio
63,750
Q1 2025 New
$253B
$10.4 Million 0.13% of portfolio
41,974
Q1 2025 Added 93.16%
$2.32B
$10.1 Million 0.13% of portfolio
96,314
Q1 2025 Added 2.1%
$60.2B
$10.5 Million 0.13% of portfolio
84,805
Q1 2025 Added 29.59%
$7.6B
$10.4 Million 0.13% of portfolio
91,617
Q1 2025 Added 3.58%
$12.2B
$10.4 Million 0.13% of portfolio
62,118
Q1 2025 Added 3,787.23%
$104B
$9.13 Million 0.12% of portfolio
152,151
Q1 2025 Added 495.08%
$0
$9.39 Million 0.12% of portfolio
423,845
Q1 2025 Added 196.66%
$192B
$9.84 Million 0.12% of portfolio
347,945
Q1 2025 Added 175.97%
$14.4B
$9.16 Million 0.12% of portfolio
87,585
Q1 2025 Reduced 14.33%
$6.93B
$9.42 Million 0.12% of portfolio
272,506
Q1 2025 New
$3.69B
$9.36 Million 0.12% of portfolio
98,791
Q1 2025 Added 0.81%
$4.52B
$9.24 Million 0.12% of portfolio
31,711
Q1 2025 Reduced 8.12%
$223B
$9.26 Million 0.12% of portfolio
93,822
Q1 2025 Added 58.52%
$4.28B
$9.65 Million 0.12% of portfolio
59,629
Q1 2025 Added 1.71%
$3.8B
$9.54 Million 0.12% of portfolio
80,835
Q1 2025 Added 2.2%
$6.81B
$9.46 Million 0.12% of portfolio
45,777
Q1 2025 Added 3.47%
$4.81B
$9.71 Million 0.12% of portfolio
91,893
Q1 2025 Added 0.74%
$33.5B
$9.43 Million 0.12% of portfolio
16,256
Q1 2025 Reduced 11.82%
$278B
$9.16 Million 0.12% of portfolio
57,683
Q1 2025 Added 385.75%
$17.1B
$9.23 Million 0.12% of portfolio
208,461
Q1 2025 Reduced 14.1%
$7.53B
$9.46 Million 0.12% of portfolio
182,656
Q1 2025 Added 51.29%
$7.7B
$9.6 Million 0.12% of portfolio
27,483
Q1 2025 Reduced 13.68%
$5.21B
$8.97 Million 0.11% of portfolio
163,878
Q1 2025 Added 3.62%
$64.1B
$8.78 Million 0.11% of portfolio
78,952
Q1 2025 Reduced 1.5%
$125B
$8.91 Million 0.11% of portfolio
29,171
Q1 2025 Added 120.41%
$5.09B
$8.37 Million 0.11% of portfolio
50,408
Q1 2025 Reduced 0.6%
$426B
$8.78 Million 0.11% of portfolio
11
Q1 2025 Added 10.0%
$82.7B
$8.49 Million 0.11% of portfolio
88,171
Q1 2025 Reduced 3.46%
$93.6B
$8.43 Million 0.11% of portfolio
371,241
Q1 2025 Added 5.85%
$223B
$8.31 Million 0.11% of portfolio
62,729
Q1 2025 Added 24.66%
$1.76B
$8.93 Million 0.11% of portfolio
44,260
Q1 2025 Added 9.2%
$4.62B
$7.81 Million 0.1% of portfolio
253,012
Q1 2025 Added 11.18%
$180B
$7.51 Million 0.1% of portfolio
105,762
Q1 2025 Added 9.06%
$52.6B
$7.74 Million 0.1% of portfolio
123,065
Q1 2025 Added 12.63%
$37.3B
$7.85 Million 0.1% of portfolio
105,102
Q1 2025 Added 14.41%
$5.81B
$8.24 Million 0.1% of portfolio
131,221
Q1 2025 Added 48.34%

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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