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
$2.96 Million 0.04% of portfolio
27,000
Q4 2023 Reduced 3.37%
$0
$2.99 Million 0.04% of portfolio
54,380
Q1 2025 Reduced 12.89%
$0
$2.61 Million 0.03% of portfolio
76,481
Q1 2025 Reduced 3.12%
$0
$2 Million 0.03% of portfolio
53,420
Q1 2025 New
$0
$2.33 Million 0.03% of portfolio
37,069
Q1 2025 New
$2.01B
$2.38 Million 0.03% of portfolio
76,355
Q1 2025 Reduced 1.18%
$0
$2.67 Million 0.03% of portfolio
45,780
Q1 2025 Reduced 0.21%
$0
$2.42 Million 0.03% of portfolio
21,819
Q1 2025 Reduced 7.98%
$0
$2.1 Million 0.03% of portfolio
19,283
Q1 2025 Reduced 56.41%
$0
$2.19 Million 0.03% of portfolio
35,918
Q1 2025 Reduced 13.92%
$0
$2.46 Million 0.03% of portfolio
47,029
Q1 2025 Added 130.14%
$0
$2 Million 0.03% of portfolio
11,705
Q1 2025 Added 578.94%
$0
$2.09 Million 0.03% of portfolio
41,810
Q1 2025 Reduced 3.92%
$0
$2.15 Million 0.03% of portfolio
21,388
Q1 2025 Added 18.09%
$0
$2.17 Million 0.03% of portfolio
43,315
Q1 2025 Added 20.92%
$0
$2.18 Million 0.03% of portfolio
5,189
Q1 2025 Added 6.62%
$0
$2.55 Million 0.03% of portfolio
52,159
Q1 2025 Added 160.65%
$0
$2.4 Million 0.03% of portfolio
9,811
Q1 2025 New
$0
$2.21 Million 0.03% of portfolio
19,112
Q1 2025 Reduced 1.27%
$0
$2.19 Million 0.03% of portfolio
35,067
Q1 2025 Reduced 4.93%
$0
$2.18 Million 0.03% of portfolio
10,847
Q1 2025 New
$0
$2.57 Million 0.03% of portfolio
10,394
Q1 2025 New
$0
$2.22 Million 0.03% of portfolio
14,946
Q1 2025 Reduced 16.91%
$0
$1.3 Million 0.02% of portfolio
14,918
Q1 2025 Added 263.32%
$0
$1.9 Million 0.02% of portfolio
52,646
Q1 2025 Reduced 6.49%
$0
$1.2 Million 0.02% of portfolio
46,479
Q1 2025 New
$0
$1.66 Million 0.02% of portfolio
60,355
Q1 2025 Reduced 0.18%
$0
$1.94 Million 0.02% of portfolio
34,515
Q1 2025 Reduced 0.64%
$0
$1.84 Million 0.02% of portfolio
28,834
Q1 2025 Added 299.47%
$0
$1.29 Million 0.02% of portfolio
54,370
Q1 2025 Added 240.51%
$0
$1.74 Million 0.02% of portfolio
127,681
Q1 2025 Added 0.33%
$0
$1.79 Million 0.02% of portfolio
59,041
Q1 2025 Added 0.71%
$0
$1.94 Million 0.02% of portfolio
30,000
Q1 2025 Added 0.05%
$0
$1.9 Million 0.02% of portfolio
41,241
Q1 2025 New
$53.4B
$1.94 Million 0.02% of portfolio
32,867
Q1 2025 Added 32.43%
$0
$1.56 Million 0.02% of portfolio
12,785
Q1 2025 Reduced 62.61%
$0
$1.58 Million 0.02% of portfolio
37,581
Q1 2025 New
$0
$1.53 Million 0.02% of portfolio
33,684
Q1 2025 Reduced 2.86%
$0
$1.75 Million 0.02% of portfolio
21,148
Q1 2025 Added 11.0%
$0
$1.33 Million 0.02% of portfolio
10,580
Q1 2025 Added 70.65%
$0
$1.3 Million 0.02% of portfolio
4,085
Q1 2025 Added 0.05%
$0
$1.69 Million 0.02% of portfolio
15,017
Q1 2025 Added 385.99%
$0
$1.56 Million 0.02% of portfolio
21,104
Q1 2025 Reduced 1.36%
$0
$1.82 Million 0.02% of portfolio
23,105
Q1 2025 Added 1.86%
$0
$1.23 Million 0.02% of portfolio
10,382
Q1 2025 Reduced 4.07%
$0
$1.25 Million 0.02% of portfolio
21,259
Q1 2025 New
$0
$1.2 Million 0.02% of portfolio
12,000
Q1 2025 New
$0
$1.61 Million 0.02% of portfolio
33,370
Q1 2025 New
$0
$1.44 Million 0.02% of portfolio
39,576
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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