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
$223B
$9.26 Million 0.12% of portfolio
93,822
Q1 2025 Added 58.52%
$4.24B
$9.65 Million 0.12% of portfolio
59,629
Q1 2025 Added 1.71%
$0
$9.56 Million 0.12% of portfolio
325,232
Q1 2025 Reduced 1.46%
$3.8B
$9.54 Million 0.12% of portfolio
80,835
Q1 2025 Added 2.2%
$6.81B
$9.46 Million 0.12% of portfolio
45,777
Q1 2025 Added 3.47%
$0
$9.63 Million 0.12% of portfolio
179,554
Q1 2025 Added 4.64%
$0
$9.31 Million 0.12% of portfolio
94,087
Q1 2025 Reduced 12.0%
$4.81B
$9.71 Million 0.12% of portfolio
91,893
Q1 2025 Added 0.74%
$33.5B
$9.43 Million 0.12% of portfolio
16,256
Q1 2025 Reduced 11.82%
$278B
$9.16 Million 0.12% of portfolio
57,683
Q1 2025 Added 385.75%
$17.1B
$9.23 Million 0.12% of portfolio
208,461
Q1 2025 Reduced 14.1%
$7.53B
$9.46 Million 0.12% of portfolio
182,656
Q1 2025 Added 51.29%
$7.7B
$9.6 Million 0.12% of portfolio
27,483
Q1 2025 Reduced 13.68%
$106B
$9.16 Million 0.12% of portfolio
31,798
Q1 2025 Added 48.3%
$0
$9.63 Million 0.12% of portfolio
38,255
Q1 2025 Added 13.73%
$0
$9.35 Million 0.12% of portfolio
72,061
Q1 2025 Added 764.25%
$64.1B
$8.78 Million 0.11% of portfolio
78,952
Q1 2025 Reduced 1.5%
$125B
$8.91 Million 0.11% of portfolio
29,171
Q1 2025 Added 120.41%
$5.09B
$8.37 Million 0.11% of portfolio
50,408
Q1 2025 Reduced 0.6%
$426B
$8.78 Million 0.11% of portfolio
11
Q1 2025 Added 10.0%
$82.7B
$8.49 Million 0.11% of portfolio
88,171
Q1 2025 Reduced 3.46%
$93.6B
$8.43 Million 0.11% of portfolio
371,241
Q1 2025 Added 5.85%
$223B
$8.31 Million 0.11% of portfolio
62,729
Q1 2025 Added 24.66%
$1.82B
$8.93 Million 0.11% of portfolio
44,260
Q1 2025 Added 9.2%
$4.62B
$7.81 Million 0.1% of portfolio
253,012
Q1 2025 Added 11.18%
$180B
$7.51 Million 0.1% of portfolio
105,762
Q1 2025 Added 9.06%
$52.6B
$7.74 Million 0.1% of portfolio
123,065
Q1 2025 Added 12.63%
$37.3B
$7.85 Million 0.1% of portfolio
105,102
Q1 2025 Added 14.41%
$5.56B
$8.24 Million 0.1% of portfolio
131,221
Q1 2025 Added 48.34%
$0
$7.99 Million 0.1% of portfolio
374,020
Q1 2025 Added 10.1%
$284B
$7.78 Million 0.1% of portfolio
38,883
Q1 2025 Added 340.55%
$82.4B
$7.96 Million 0.1% of portfolio
29,194
Q1 2025 Added 1.12%
$160B
$7.76 Million 0.1% of portfolio
36,642
Q1 2025 Reduced 74.04%
$1.85B
$8.16 Million 0.1% of portfolio
97,262
Q1 2025 Reduced 14.75%
$7.92B
$8.29 Million 0.1% of portfolio
38,296
Q1 2025 Added 27.8%
$24B
$8.15 Million 0.1% of portfolio
88,731
Q1 2025 Reduced 4.67%
$0
$8.16 Million 0.1% of portfolio
95,094
Q1 2025 New
$1.88B
$8.16 Million 0.1% of portfolio
182,866
Q1 2025 Added 0.33%
$258B
$7.61 Million 0.1% of portfolio
86,706
Q1 2025 Added 84.33%
$0
$7.79 Million 0.1% of portfolio
179,457
Q1 2025 Added 178.72%
$211B
$7.27 Million 0.09% of portfolio
54,781
Q1 2025 Added 9.92%
$4.67B
$7.31 Million 0.09% of portfolio
127,057
Q1 2025 Added 1.29%
$5.04B
$7.37 Million 0.09% of portfolio
68,601
Q1 2025 Reduced 0.58%
$3.47B
$7.37 Million 0.09% of portfolio
208,017
Q1 2025 Added 38.11%
$3.68B
$7.04 Million 0.09% of portfolio
87,745
Q1 2025 Added 1.94%
$19.7B
$7.21 Million 0.09% of portfolio
22,367
Q1 2025 Added 7.35%
$41.6B
$7.3 Million 0.09% of portfolio
73,605
Q1 2025 Added 3,235.07%
$0
$7.4 Million 0.09% of portfolio
43,499
Q1 2025 Added 1.06%
$0
$7.43 Million 0.09% of portfolio
185,107
Q1 2025 Added 2.46%

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
Track This Portfolio

Track Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email