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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.1 Million 0.24% of portfolio
422,101
Q1 2025 Added 3.11%
$0
$18.4 Million 0.23% of portfolio
66,876
Q1 2025 Added 9.52%
$0
$17.5 Million 0.22% of portfolio
92,886
Q1 2025 Added 0.86%
$0
$17.5 Million 0.22% of portfolio
94,134
Q1 2025 Added 44.1%
$0
$17 Million 0.21% of portfolio
207,471
Q1 2025 Added 4,134.1%
$0
$15.8 Million 0.2% of portfolio
312,615
Q1 2025 Added 1,259.49%
$0
$15 Million 0.19% of portfolio
294,830
Q1 2025 Added 10.03%
$0
$14.4 Million 0.18% of portfolio
588,415
Q1 2025 New
$0
$14.2 Million 0.18% of portfolio
614,202
Q1 2025 Reduced 5.13%
$0
$14.4 Million 0.18% of portfolio
314,178
Q1 2025 Added 7.03%
$0
$13.5 Million 0.17% of portfolio
378,240
Q1 2025 Added 6,419.13%
$0
$13.5 Million 0.17% of portfolio
483,242
Q1 2025 Added 64.86%
$0
$13 Million 0.17% of portfolio
106,147
Q1 2025 Reduced 1.84%
$0
$12.6 Million 0.16% of portfolio
612,158
Q1 2025 Reduced 0.55%
$0
$12.4 Million 0.16% of portfolio
157,083
Q1 2025 Added 1.61%
$0
$12 Million 0.15% of portfolio
105,574
Q1 2025 New
$0
$11 Million 0.14% of portfolio
414,078
Q1 2025 Added 0.39%
$0
$11 Million 0.14% of portfolio
304,874
Q1 2025 New
$0
$11.4 Million 0.14% of portfolio
481,186
Q1 2025 New
$0
$10.8 Million 0.14% of portfolio
35,013
Q1 2025 New
$0
$10.5 Million 0.13% of portfolio
49,601
Q1 2025 New
$0
$10.2 Million 0.13% of portfolio
185,855
Q1 2025 Added 3,202.91%
$0
$10.1 Million 0.13% of portfolio
54,370
Q1 2025 Reduced 0.81%
$0
$9.56 Million 0.12% of portfolio
325,232
Q1 2025 Reduced 1.46%
$0
$9.63 Million 0.12% of portfolio
179,554
Q1 2025 Added 4.64%
$0
$9.31 Million 0.12% of portfolio
94,087
Q1 2025 Reduced 12.0%
$106B
$9.16 Million 0.12% of portfolio
31,798
Q1 2025 Added 48.3%
$0
$9.63 Million 0.12% of portfolio
38,255
Q1 2025 Added 13.73%
$0
$9.35 Million 0.12% of portfolio
72,061
Q1 2025 Added 764.25%
$0
$7.99 Million 0.1% of portfolio
374,020
Q1 2025 Added 10.1%
$0
$8.16 Million 0.1% of portfolio
95,094
Q1 2025 New
$0
$7.79 Million 0.1% of portfolio
179,457
Q1 2025 Added 178.72%
$0
$7.4 Million 0.09% of portfolio
43,499
Q1 2025 Added 1.06%
$0
$7.43 Million 0.09% of portfolio
185,107
Q1 2025 Added 2.46%
$0
$7.17 Million 0.09% of portfolio
306,041
Q1 2025 Added 3.74%
$0
$7.21 Million 0.09% of portfolio
54,149
Q1 2025 Reduced 1.9%
$0
$7.12 Million 0.09% of portfolio
41,706
Q1 2025 Added 290.98%
$0
$7.3 Million 0.09% of portfolio
110,548
Q1 2025 Added 7.55%
$0
$6.7 Million 0.08% of portfolio
146,689
Q1 2025 Added 2,312.25%
$0
$6.12 Million 0.08% of portfolio
61,045
Q1 2025 Reduced 10.95%
$0
$6.15 Million 0.08% of portfolio
296,950
Q1 2025 Reduced 0.86%
$0
$6.2 Million 0.08% of portfolio
123,587
Q1 2025 New
$0
$6.55 Million 0.08% of portfolio
55,777
Q1 2025 Reduced 58.29%
$0
$5.93 Million 0.08% of portfolio
39,287
Q1 2025 Added 9.66%
$0
$6.13 Million 0.08% of portfolio
24,005
Q1 2025 Reduced 44.28%
$0
$6.16 Million 0.08% of portfolio
30,896
Q1 2025 Added 261.61%
$0
$5.93 Million 0.08% of portfolio
118,038
Q1 2025 New
$0
$5.94 Million 0.08% of portfolio
258,225
Q1 2025 Reduced 3.59%
$0
$6.42 Million 0.08% of portfolio
233,216
Q1 2025 New

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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