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
$178B
$19.8 Million 0.25% of portfolio
63,404
Q1 2025 Added 25.97%
$36.6B
$20 Million 0.25% of portfolio
82,470
Q1 2025 Added 6.77%
$1.48B
$20 Million 0.25% of portfolio
397,642
Q1 2025 Added 29.86%
$0
$19.4 Million 0.25% of portfolio
144,412
Q1 2025 Added 4.43%
$58.7B
$20 Million 0.25% of portfolio
117,000
Q1 2025 Added 9.72%
$8.72B
$19.5 Million 0.25% of portfolio
72,817
Q1 2025 Reduced 8.83%
$10.9B
$19.2 Million 0.24% of portfolio
339,046
Q1 2025 Reduced 2.69%
$0
$19.3 Million 0.24% of portfolio
34,362
Q1 2025 Reduced 18.37%
$530B
$19.3 Million 0.24% of portfolio
35,278
Q1 2025 Added 55.26%
$79.2B
$18.9 Million 0.24% of portfolio
107,686
Q1 2025 Added 2.86%
$0
$19.1 Million 0.24% of portfolio
422,101
Q1 2025 Added 3.11%
$8.05B
$17.9 Million 0.23% of portfolio
280,740
Q1 2025 Added 22.19%
$0
$18.4 Million 0.23% of portfolio
66,876
Q1 2025 Added 9.52%
$99.9B
$17.3 Million 0.22% of portfolio
65,158
Q1 2025 Reduced 0.16%
$118B
$17.5 Million 0.22% of portfolio
166,897
Q1 2025 Added 15.33%
$10.6B
$17.4 Million 0.22% of portfolio
113,802
Q1 2025 Added 4.96%
$0
$17.5 Million 0.22% of portfolio
92,886
Q1 2025 Added 0.86%
$179B
$17 Million 0.22% of portfolio
233,362
Q1 2025 Added 704.72%
$0
$17.5 Million 0.22% of portfolio
94,134
Q1 2025 Added 44.1%
$70.8B
$17.1 Million 0.22% of portfolio
285,909
Q1 2025 Added 2,100.15%
$18.6B
$16.7 Million 0.21% of portfolio
52,537
Q1 2025 Reduced 5.56%
$68B
$16.5 Million 0.21% of portfolio
482,858
Q1 2025 Added 4.45%
$92B
$16.9 Million 0.21% of portfolio
36,314
Q1 2025 Added 10.56%
$5.13B
$16.8 Million 0.21% of portfolio
126,207
Q1 2025 Reduced 8.53%
$90.1B
$16.4 Million 0.21% of portfolio
38,263
Q1 2025 Added 2.97%
$269B
$16.3 Million 0.21% of portfolio
31,136
Q1 2025 Added 44.34%
$0
$17 Million 0.21% of portfolio
207,471
Q1 2025 Added 4,134.1%
$119B
$16.5 Million 0.21% of portfolio
34,114
Q1 2025 Added 25.91%
$39.2B
$15.5 Million 0.2% of portfolio
353,527
Q1 2025 Added 5.06%
$29.4B
$15.6 Million 0.2% of portfolio
125,781
Q1 2025 Reduced 11.29%
$72.8B
$16 Million 0.2% of portfolio
171,158
Q1 2025 Added 7.6%
$69.4B
$15.8 Million 0.2% of portfolio
122,844
Q1 2025 Reduced 0.65%
$0
$15.8 Million 0.2% of portfolio
312,615
Q1 2025 Added 1,259.49%
$102B
$15.3 Million 0.19% of portfolio
250,474
Q1 2025 Added 49.67%
$19.2B
$14.8 Million 0.19% of portfolio
34,063
Q1 2025 Reduced 15.78%
$7.66B
$14.9 Million 0.19% of portfolio
94,289
Q1 2025 Added 6.06%
$36.2B
$14.7 Million 0.19% of portfolio
268,942
Q1 2025 Added 44.09%
$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
$3.74B
$14 Million 0.18% of portfolio
162,656
Q1 2025 Added 10.11%
$34.3B
$13.8 Million 0.18% of portfolio
99,673
Q1 2025 Reduced 14.23%
$0
$14.2 Million 0.18% of portfolio
614,202
Q1 2025 Reduced 5.13%
$22.5B
$14.2 Million 0.18% of portfolio
62,585
Q1 2025 Added 15.59%
$4.24B
$14.2 Million 0.18% of portfolio
224,517
Q1 2025 Added 25.9%
$167B
$14.4 Million 0.18% of portfolio
28,960
Q1 2025 Added 67.6%
$0
$14.4 Million 0.18% of portfolio
314,178
Q1 2025 Added 7.03%
$70.2B
$14.1 Million 0.18% of portfolio
85,739
Q1 2025 Added 1.3%
$236B
$13.5 Million 0.17% of portfolio
50,311
Q1 2025 Added 19.52%
$0
$13.5 Million 0.17% of portfolio
378,240
Q1 2025 Added 6,419.13%

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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