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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.3 Million 0.46% of portfolio
209,929
Q1 2025 Added 84.33%
$152B
$34.7 Million 0.44% of portfolio
127,619
Q1 2025 Added 2.76%
$0
$33.1 Million 0.42% of portfolio
1,140,831
Q1 2025 Reduced 0.38%
$0
$32.9 Million 0.42% of portfolio
680,695
Q1 2025 Added 4.44%
$0
$32.2 Million 0.41% of portfolio
604,551
Q1 2025 Reduced 0.68%
$7.65B
$31.9 Million 0.4% of portfolio
24,090
Q1 2025 New
$241B
$30.5 Million 0.39% of portfolio
55,906
Q1 2025 Added 5.09%
$0
$30.7 Million 0.39% of portfolio
234,462
Q1 2025 Added 2.7%
$426B
$29.6 Million 0.38% of portfolio
178,716
Q1 2025 Added 46.62%
$34.5B
$30 Million 0.38% of portfolio
62,847
Q1 2025 Added 1.66%
$0
$30.1 Million 0.38% of portfolio
1,361,342
Q1 2025 Reduced 0.07%
$8.25B
$29.5 Million 0.37% of portfolio
253,133
Q1 2025 Reduced 3.44%
$0
$29.3 Million 0.37% of portfolio
110,867
Q1 2025 Added 43.82%
$172B
$29.1 Million 0.37% of portfolio
642,203
Q1 2025 Added 27.95%
$92.9B
$28.2 Million 0.36% of portfolio
46,353
Q1 2025 Added 1.19%
$52.2B
$27.6 Million 0.35% of portfolio
133,344
Q1 2025 Reduced 1.05%
$296B
$26.9 Million 0.34% of portfolio
160,990
Q1 2025 Added 20.73%
$280B
$26.5 Million 0.34% of portfolio
429,218
Q1 2025 Added 11.57%
$0
$26.5 Million 0.34% of portfolio
73,377
Q1 2025 Reduced 3.21%
$0
$26.4 Million 0.33% of portfolio
384,480
Q1 2025 Added 0.43%
$221B
$26.2 Million 0.33% of portfolio
83,766
Q1 2025 Added 18.57%
$207B
$26.4 Million 0.33% of portfolio
294,544
Q1 2025 Added 27.43%
$5.75B
$26.2 Million 0.33% of portfolio
18,303
Q1 2025 Added 28.38%
$0
$26.4 Million 0.33% of portfolio
319,415
Q1 2025 Added 1.35%
$66B
$24.9 Million 0.32% of portfolio
72,198
Q1 2025 Added 4.23%
$78.4B
$25 Million 0.32% of portfolio
193,011
Q1 2025 Added 2.96%
$369B
$25.6 Million 0.32% of portfolio
150,240
Q1 2025 Added 46.33%
$150B
$24.3 Million 0.31% of portfolio
241,289
Q1 2025 Added 2.51%
$221B
$24.6 Million 0.31% of portfolio
74,667
Q1 2025 Added 23.13%
$0
$24.9 Million 0.31% of portfolio
867,123
Q1 2025 Reduced 1.13%
$160B
$24 Million 0.3% of portfolio
76,963
Q1 2025 Added 5.48%
$0
$23.9 Million 0.3% of portfolio
147,933
Q1 2025 Added 0.11%
$0
$23.5 Million 0.3% of portfolio
465,465
Q1 2025 Reduced 0.25%
$182B
$23.9 Million 0.3% of portfolio
48,306
Q1 2025 Added 7.17%
$0
$24 Million 0.3% of portfolio
843,537
Q1 2025 Reduced 30.06%
$6.31B
$23.9 Million 0.3% of portfolio
433,264
Q1 2025 Added 5.07%
$567B
$22.9 Million 0.29% of portfolio
24,527
Q1 2025 Added 29.61%
$147B
$22.8 Million 0.29% of portfolio
61,118
Q1 2025 Added 18.47%
$338B
$22.4 Million 0.28% of portfolio
106,882
Q1 2025 Added 9.57%
$0
$22.2 Million 0.28% of portfolio
318,683
Q1 2025 Reduced 0.69%
$194B
$22.3 Million 0.28% of portfolio
28,003
Q1 2025 Added 2.13%
$0
$22.2 Million 0.28% of portfolio
40,889
Q1 2025 Added 710.97%
$124B
$21.6 Million 0.27% of portfolio
107,309
Q1 2025 Added 7.84%
$0
$21.4 Million 0.27% of portfolio
283,115
Q1 2025 Added 3.42%
$148B
$21.3 Million 0.27% of portfolio
300,467
Q1 2025 Added 6.95%
$671B
$21.1 Million 0.27% of portfolio
150,773
Q1 2025 Added 15.0%
$32.1B
$20.4 Million 0.26% of portfolio
223,259
Q1 2025 Added 9.29%
$260B
$20.2 Million 0.26% of portfolio
75,252
Q1 2025 Added 13.18%
$5.71B
$20.4 Million 0.26% of portfolio
161,458
Q1 2025 Added 89.51%

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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