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
$284B
$7.78 Million 0.1% of portfolio
38,883
Q1 2025 Added 340.55%
$82.4B
$7.96 Million 0.1% of portfolio
29,194
Q1 2025 Added 1.12%
$160B
$7.76 Million 0.1% of portfolio
36,642
Q1 2025 Reduced 74.04%
$1.8B
$8.16 Million 0.1% of portfolio
97,262
Q1 2025 Reduced 14.75%
$7.92B
$8.29 Million 0.1% of portfolio
38,296
Q1 2025 Added 27.8%
$24B
$8.15 Million 0.1% of portfolio
88,731
Q1 2025 Reduced 4.67%
$1.71B
$8.16 Million 0.1% of portfolio
182,866
Q1 2025 Added 0.33%
$258B
$7.61 Million 0.1% of portfolio
86,706
Q1 2025 Added 84.33%
$211B
$7.27 Million 0.09% of portfolio
54,781
Q1 2025 Added 9.92%
$4.67B
$7.31 Million 0.09% of portfolio
127,057
Q1 2025 Added 1.29%
$5.04B
$7.37 Million 0.09% of portfolio
68,601
Q1 2025 Reduced 0.58%
$3.47B
$7.37 Million 0.09% of portfolio
208,017
Q1 2025 Added 38.11%
$3.68B
$7.04 Million 0.09% of portfolio
87,745
Q1 2025 Added 1.94%
$19.7B
$7.21 Million 0.09% of portfolio
22,367
Q1 2025 Added 7.35%
$41.6B
$7.3 Million 0.09% of portfolio
73,605
Q1 2025 Added 3,235.07%
$7.9B
$7.05 Million 0.09% of portfolio
38,225
Q1 2025 Added 3.38%
$1.07B
$7.23 Million 0.09% of portfolio
91,664
Q1 2025 New
$4.6B
$7.01 Million 0.09% of portfolio
94,156
Q1 2025 Added 1,439.75%
$1.01T
$7.31 Million 0.09% of portfolio
28,196
Q1 2025 Added 228.28%
$91B
$6.96 Million 0.09% of portfolio
21,140
Q1 2025 Added 7.87%
$16.4B
$7.23 Million 0.09% of portfolio
32,275
Q1 2025 Reduced 12.67%
$53B
$6.02 Million 0.08% of portfolio
11,449
Q1 2025 Added 1,371.59%
$14.2B
$6.54 Million 0.08% of portfolio
57,296
Q1 2025 Added 27.58%
$1.42B
$6.41 Million 0.08% of portfolio
180,976
Q1 2025 Added 38.57%
$20B
$6.71 Million 0.08% of portfolio
192,157
Q1 2025 Added 19.38%
$59.4B
$6.72 Million 0.08% of portfolio
27,548
Q1 2025 Added 11.87%
$1.24B
$6.21 Million 0.08% of portfolio
312,922
Q1 2025 New
$61.8B
$6.51 Million 0.08% of portfolio
228,155
Q1 2025 Added 7.63%
$46.4B
$5.97 Million 0.08% of portfolio
10,561
Q1 2025 New
$171B
$6.28 Million 0.08% of portfolio
40,862
Q1 2025 Added 23.23%
$140B
$6.44 Million 0.08% of portfolio
27,241
Q1 2025 Added 264.62%
$6.96B
$5.49 Million 0.07% of portfolio
46,061
Q1 2025 Added 0.23%
$65.1B
$5.64 Million 0.07% of portfolio
19,115
Q1 2025 Added 19.29%
$8.27B
$5.63 Million 0.07% of portfolio
115,144
Q1 2025 Added 20.8%
$377B
$5.84 Million 0.07% of portfolio
139,948
Q1 2025 Added 31.17%
$83.7B
$5.8 Million 0.07% of portfolio
32,323
Q1 2025 Added 6.81%
$142B
$5.64 Million 0.07% of portfolio
27,524
Q1 2025 Added 115.89%
$9.56B
$5.61 Million 0.07% of portfolio
44,299
Q1 2025 Added 109.38%
$5.92B
$5.6 Million 0.07% of portfolio
14,662
Q1 2025 Reduced 0.76%
$3.68B
$5.48 Million 0.07% of portfolio
34,384
Q1 2025 New
$119B
$5.15 Million 0.07% of portfolio
57,309
Q1 2025 Added 79.15%
$246B
$5.5 Million 0.07% of portfolio
49,331
Q1 2025 Added 17.37%
$14.4B
$5.73 Million 0.07% of portfolio
69,148
Q1 2025 Added 1.73%
$200B
$5.69 Million 0.07% of portfolio
37,931
Q1 2025 Added 50.96%
$3.02B
$5.21 Million 0.07% of portfolio
157,486
Q1 2025 Added 1.64%
$153B
$4.95 Million 0.06% of portfolio
134,107
Q1 2025 Added 34.81%
$36.1B
$4.78 Million 0.06% of portfolio
109,637
Q1 2025 Added 1.0%
$19.7B
$4.84 Million 0.06% of portfolio
18,413
Q1 2025 Added 30.8%
$43.2B
$4.96 Million 0.06% of portfolio
34,897
Q1 2025 Added 15.6%

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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