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
$84.5B
$13.2 Million 0.17% of portfolio
194,806
Q1 2025 Added 2.33%
$26.5B
$13.8 Million 0.17% of portfolio
37,368
Q1 2025 Reduced 13.61%
$142B
$13.4 Million 0.17% of portfolio
527,799
Q1 2025 Added 55.81%
$0
$13.5 Million 0.17% of portfolio
483,242
Q1 2025 Added 64.86%
$0
$13 Million 0.17% of portfolio
106,147
Q1 2025 Reduced 1.84%
$17.7B
$13.2 Million 0.17% of portfolio
86,674
Q1 2025 Reduced 54.68%
$18.4B
$13.2 Million 0.17% of portfolio
201,026
Q1 2025 Reduced 14.15%
$7.01B
$12.6 Million 0.16% of portfolio
66,444
Q1 2025 Added 9.1%
$8.7B
$12.6 Million 0.16% of portfolio
124,479
Q1 2025 Reduced 17.13%
$0
$12.6 Million 0.16% of portfolio
612,158
Q1 2025 Reduced 0.55%
$138B
$12.3 Million 0.16% of portfolio
52,862
Q1 2025 Added 14.73%
$92.7B
$12.4 Million 0.16% of portfolio
183,400
Q1 2025 Added 32.81%
$37.6B
$12.4 Million 0.16% of portfolio
55,270
Q1 2025 Reduced 13.51%
$139B
$12.8 Million 0.16% of portfolio
133,645
Q1 2025 Added 5.67%
$25.2B
$12.4 Million 0.16% of portfolio
24,913
Q1 2025 Reduced 13.96%
$0
$12.4 Million 0.16% of portfolio
157,083
Q1 2025 Added 1.61%
$12.5B
$12 Million 0.15% of portfolio
229,872
Q1 2025 Reduced 8.41%
$10.3B
$11.1 Million 0.14% of portfolio
74,966
Q1 2025 Reduced 14.88%
$10.1B
$11.2 Million 0.14% of portfolio
26,293
Q1 2025 Reduced 1.99%
$47.6B
$11.3 Million 0.14% of portfolio
201,338
Q1 2025 Added 5.93%
$15.1B
$11.1 Million 0.14% of portfolio
236,222
Q1 2025 Reduced 12.95%
$0
$11 Million 0.14% of portfolio
98,642
Q1 2025 Added 24.64%
$26.5B
$10.9 Million 0.14% of portfolio
60,506
Q1 2025 Reduced 12.37%
$18.7B
$10.7 Million 0.14% of portfolio
56,989
Q1 2025 New
$0
$11 Million 0.14% of portfolio
414,078
Q1 2025 Added 0.39%
$0
$11 Million 0.14% of portfolio
304,874
Q1 2025 New
$0
$11.4 Million 0.14% of portfolio
481,186
Q1 2025 New
$0
$10.8 Million 0.14% of portfolio
35,013
Q1 2025 New
$170B
$9.93 Million 0.13% of portfolio
68,458
Q1 2025 Added 15.83%
$2.61B
$10.5 Million 0.13% of portfolio
93,842
Q1 2025 Reduced 7.51%
$33B
$10.2 Million 0.13% of portfolio
148,679
Q1 2025 Reduced 12.2%
$41.7B
$10.6 Million 0.13% of portfolio
48,592
Q1 2025 Added 1,341.9%
$9.67B
$10.3 Million 0.13% of portfolio
63,750
Q1 2025 New
$254B
$10.4 Million 0.13% of portfolio
41,974
Q1 2025 Added 93.16%
$0
$10.5 Million 0.13% of portfolio
49,601
Q1 2025 New
$2.14B
$10.1 Million 0.13% of portfolio
96,314
Q1 2025 Added 2.1%
$0
$10.2 Million 0.13% of portfolio
185,855
Q1 2025 Added 3,202.91%
$62.1B
$10.5 Million 0.13% of portfolio
84,805
Q1 2025 Added 29.59%
$4.37B
$10.3 Million 0.13% of portfolio
74,859
Q1 2025 Added 12.47%
$7.18B
$10.4 Million 0.13% of portfolio
91,617
Q1 2025 Added 3.58%
$12.6B
$10.4 Million 0.13% of portfolio
62,118
Q1 2025 Added 3,787.23%
$0
$10.1 Million 0.13% of portfolio
54,370
Q1 2025 Reduced 0.81%
$104B
$9.13 Million 0.12% of portfolio
152,151
Q1 2025 Added 495.08%
$0
$9.39 Million 0.12% of portfolio
423,845
Q1 2025 Added 196.66%
$194B
$9.84 Million 0.12% of portfolio
347,945
Q1 2025 Added 175.97%
$14.3B
$9.16 Million 0.12% of portfolio
87,585
Q1 2025 Reduced 14.33%
$7.07B
$9.42 Million 0.12% of portfolio
272,506
Q1 2025 New
$3.76B
$9.36 Million 0.12% of portfolio
98,791
Q1 2025 Added 0.81%
$4.52B
$9.24 Million 0.12% of portfolio
31,711
Q1 2025 Reduced 8.12%

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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