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
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$6.04 Million 0.08% of portfolio	230,460	Q1 2025 Added 16.48%
SCHF Schwab Strategic Tr Intl Eqty ETFs	$0	$6.52 Million 0.08% of portfolio	329,457	Q1 2025 Added 27.36%
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$5.94 Million 0.08% of portfolio	150,766	Q1 2025 Reduced 3.37%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$6.56 Million 0.08% of portfolio	180,132	Q1 2025 Reduced 4.73%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$6.12 Million 0.08% of portfolio	11,478	Q1 2025 Added 349.94%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$6.25 Million 0.08% of portfolio	94,997	Q1 2025 Added 114.14%
ROBT First Tr Exchange Traded Fd Vi ETFs	$0	$5.5 Million 0.07% of portfolio	135,308	Q1 2025 Added 1.41%
EEM Ishares Msci Emerging Markets ETFs	$0	$5.68 Million 0.07% of portfolio	130,011	Q1 2025 Reduced 34.51%
IYK Ishares U.S. Consumer Staples ETFs	$0	$5.16 Million 0.07% of portfolio	72,116	Q1 2025 New
DGRO Ishares Core Dividend Growth E ETFs	$0	$5.81 Million 0.07% of portfolio	94,036	Q1 2025 Added 1,916.64%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$5.4 Million 0.07% of portfolio	215,824	Q1 2025 Added 61.51%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$5.32 Million 0.07% of portfolio	69,531	Q1 2025 Added 40.26%
VNQ Vanguard Specialized Funds Van ETFs	$0	$5.19 Million 0.07% of portfolio	57,296	Q1 2025 Reduced 24.4%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$5.38 Million 0.07% of portfolio	108,499	Q1 2025 Added 8.27%
AMLP Alps ETF Tr Alerian Mlp ETF ETFs	$0	$4.71 Million 0.06% of portfolio	90,722	Q1 2025 Added 3.14%
DBND Doubleline ETF Tr Opportunisti ETFs	$0	$4.51 Million 0.06% of portfolio	97,693	Q1 2025 Reduced 6.18%
ACWI Ishares Msci Acwi ETF ETFs	$0	$4.38 Million 0.06% of portfolio	37,659	Q1 2025 Reduced 0.3%
MUB Ishares National Muni Bond ETF ETFs	$0	$4.69 Million 0.06% of portfolio	44,507	Q1 2025 Added 55.93%
USRT Ishares Core U.S. Reit ETF ETFs	$0	$4.55 Million 0.06% of portfolio	78,959	Q1 2025 Reduced 0.11%
MBB Ishares Tr ETFs	$0	$4.92 Million 0.06% of portfolio	52,443	Q1 2025 Reduced 90.62%
GVI Ishares Tr ETFs	$0	$4.46 Million 0.06% of portfolio	42,076	Q1 2025 Reduced 2.78%
PFF Ishares Trust Ishares Pfd And ETFs	$0	$4.57 Million 0.06% of portfolio	148,567	Q1 2025 Reduced 30.52%
VB Vanguard Small Cap ETF ETFs	$0	$4.74 Million 0.06% of portfolio	21,364	Q1 2025 Added 58.05%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$4.93 Million 0.06% of portfolio	106,456	Q1 2025 Reduced 12.89%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$4.55 Million 0.06% of portfolio	57,290	Q1 2025 Reduced 6.23%
QQQM Invesco Exchange Traded Fd Tr ETFs	$0	$4.05 Million 0.05% of portfolio	20,986	Q1 2025 Added 91.64%
TAN Invesco ETF Tr Ii Solar ETF ETFs	$0	$3.91 Million 0.05% of portfolio	128,384	Q1 2025 Added 6.17%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$4.16 Million 0.05% of portfolio	44,827	Q1 2025 Added 265.73%
EMB Ishares Tr ETFs	$0	$4.04 Million 0.05% of portfolio	44,599	Q1 2025 Added 1.59%
EFAV Ishares Msci Eafe Min Vol Fact ETFs	$0	$4.27 Million 0.05% of portfolio	54,792	Q1 2025 Reduced 4.08%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$3.79 Million 0.05% of portfolio	66,277	Q1 2025 Added 474.82%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$4.09 Million 0.05% of portfolio	30,124	Q1 2025 Reduced 2.71%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$3.89 Million 0.05% of portfolio	49,699	Q1 2025 Added 22.44%
VO Vanguard Mid Cap ETF ETFs	$0	$3.69 Million 0.05% of portfolio	14,265	Q1 2025 Added 116.89%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$4.12 Million 0.05% of portfolio	67,923	Q1 2025 Reduced 0.21%
VXUS Vanguard Star Fd Vanguard Tota ETFs	$0	$4.33 Million 0.05% of portfolio	69,674	Q1 2025 Added 292.95%
VFH Vanguard Financial ETF ETFs	$0	$3.87 Million 0.05% of portfolio	32,352	Q1 2025 Reduced 31.86%
RECS Columbia ETF Tr I ETFs	$0	$2.99 Million 0.04% of portfolio	90,009	Q1 2025 New
DFAC Dimensional ETF Tr U S Core Eq ETFs	$0	$2.96 Million 0.04% of portfolio	89,706	Q1 2025 New
IWR Ishares Russell Mid Cap ETF ETFs	$0	$2.83 Million 0.04% of portfolio	33,243	Q1 2025 Added 237.39%
ICVT Ishares Tr Convertible Bond Et ETFs	$0	$2.97 Million 0.04% of portfolio	35,504	Q1 2025 New
JCPB J P Morgan Exchange Traded Fd ETFs	$0	$2.83 Million 0.04% of portfolio	60,234	Q1 2025 New
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$3.37 Million 0.04% of portfolio	33,511	Q1 2025 Added 442.51%
SCHH Schwab Strategic U.S. Reit ETF ETFs	$0	$3.23 Million 0.04% of portfolio	149,940	Q1 2025 Reduced 2.72%
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$2.92 Million 0.04% of portfolio	108,586	Q1 2025 Reduced 4.32%
SRLN Ssga Active Trust ETFs	$0	$3.11 Million 0.04% of portfolio	75,701	Q1 2025 Reduced 23.03%
HYBL Ssga Active Tr Spdr Blackstone ETFs	$0	$3.38 Million 0.04% of portfolio	120,123	Q1 2025 Added 19.59%
ANGL Vaneck ETF Tr Fallen Angel Hig ETFs	$0	$3.51 Million 0.04% of portfolio	121,773	Q1 2025 Added 1.85%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$3.09 Million 0.04% of portfolio	42,105	Q1 2025 Added 10.58%
VGIT Vanguard Intermediate Term Tre ETFs	$0	$3.19 Million 0.04% of portfolio	53,781	Q1 2025 Reduced 34.56%

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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Congress Wealth Management LLC Portfolio Holdings