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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$224M
$2.83 Million 0.04% of portfolio
43,940
Q4 2024 Added 1.66%
$58.9M
$570,000 0.01% of portfolio
422,311
Q1 2025 New
$90.7M
$14,000 0.0% of portfolio
22,032
Q1 2025 New
$171M
$32,000 0.0% of portfolio
50,000
Q1 2025 New
$159M
$215,000 0.0% of portfolio
14,990
Q3 2024 New
$217M
$313,000 0.0% of portfolio
28,800
Q1 2025 New
$139M
$107,000 0.0% of portfolio
22,000
Q1 2025 Reduced 60.0%
$245M
$362,000 0.0% of portfolio
135,172
Q1 2025 New
$73.9M
$66,000 0.0% of portfolio
46,300
Q1 2025 New
$84.9M
$100,000 0.0% of portfolio
73,000
Q1 2025 New
$264M
$69,000 0.0% of portfolio
45,455
Q2 2024 New
$148M
$149,000 0.0% of portfolio
20,500
Q1 2025 New
$237M
$352,000 0.0% of portfolio
160,000
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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