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
$8.06B
$7.05 Million 0.09% of portfolio
38,225
Q1 2025 Added 3.38%
$4.92B
$6.77 Million 0.09% of portfolio
55,800
Q1 2025 Added 17.97%
$1.08B
$7.23 Million 0.09% of portfolio
91,664
Q1 2025 New
$0
$7.17 Million 0.09% of portfolio
306,041
Q1 2025 Added 3.74%
$4.6B
$7.01 Million 0.09% of portfolio
94,156
Q1 2025 Added 1,439.75%
$1T
$7.31 Million 0.09% of portfolio
28,196
Q1 2025 Added 228.28%
$92.5B
$6.96 Million 0.09% of portfolio
21,140
Q1 2025 Added 7.87%
$0
$7.21 Million 0.09% of portfolio
54,149
Q1 2025 Reduced 1.9%
$0
$7.12 Million 0.09% of portfolio
41,706
Q1 2025 Added 290.98%
$16.6B
$7.23 Million 0.09% of portfolio
32,275
Q1 2025 Reduced 12.67%
$0
$7.3 Million 0.09% of portfolio
110,548
Q1 2025 Added 7.55%
$53.3B
$6.02 Million 0.08% of portfolio
11,449
Q1 2025 Added 1,371.59%
$14.5B
$6.54 Million 0.08% of portfolio
57,296
Q1 2025 Added 27.58%
$1.44B
$6.41 Million 0.08% of portfolio
180,976
Q1 2025 Added 38.57%
$19.9B
$6.71 Million 0.08% of portfolio
192,157
Q1 2025 Added 19.38%
$60.9B
$6.72 Million 0.08% of portfolio
27,548
Q1 2025 Added 11.87%
$0
$6.12 Million 0.08% of portfolio
61,045
Q1 2025 Reduced 10.95%
$1.28B
$6.21 Million 0.08% of portfolio
312,922
Q1 2025 New
$0
$6.15 Million 0.08% of portfolio
296,950
Q1 2025 Reduced 0.86%
$0
$6.2 Million 0.08% of portfolio
123,587
Q1 2025 New
$0
$6.55 Million 0.08% of portfolio
55,777
Q1 2025 Reduced 58.29%
$0
$5.93 Million 0.08% of portfolio
39,287
Q1 2025 Added 9.66%
$0
$6.13 Million 0.08% of portfolio
24,005
Q1 2025 Reduced 44.28%
$0
$6.16 Million 0.08% of portfolio
30,896
Q1 2025 Added 261.61%
$0
$5.93 Million 0.08% of portfolio
118,038
Q1 2025 New
$0
$5.94 Million 0.08% of portfolio
258,225
Q1 2025 Reduced 3.59%
$63.7B
$6.51 Million 0.08% of portfolio
228,155
Q1 2025 Added 7.63%
$45.6B
$5.97 Million 0.08% of portfolio
10,561
Q1 2025 New
$0
$6.42 Million 0.08% of portfolio
233,216
Q1 2025 New
$173B
$6.28 Million 0.08% of portfolio
40,862
Q1 2025 Added 23.23%
$0
$6.04 Million 0.08% of portfolio
230,460
Q1 2025 Added 16.48%
$0
$6.52 Million 0.08% of portfolio
329,457
Q1 2025 Added 27.36%
$0
$5.94 Million 0.08% of portfolio
150,766
Q1 2025 Reduced 3.37%
$0
$6.56 Million 0.08% of portfolio
180,132
Q1 2025 Reduced 4.73%
$0
$6.12 Million 0.08% of portfolio
11,478
Q1 2025 Added 349.94%
$0
$6.25 Million 0.08% of portfolio
94,997
Q1 2025 Added 114.14%
$143B
$6.44 Million 0.08% of portfolio
27,241
Q1 2025 Added 264.62%
$6.62B
$5.49 Million 0.07% of portfolio
46,061
Q1 2025 Added 0.23%
$64.5B
$5.64 Million 0.07% of portfolio
19,115
Q1 2025 Added 19.29%
$8.27B
$5.63 Million 0.07% of portfolio
115,144
Q1 2025 Added 20.8%
$378B
$5.84 Million 0.07% of portfolio
139,948
Q1 2025 Added 31.17%
$84.8B
$5.8 Million 0.07% of portfolio
32,323
Q1 2025 Added 6.81%
$144B
$5.64 Million 0.07% of portfolio
27,524
Q1 2025 Added 115.89%
$0
$5.5 Million 0.07% of portfolio
135,308
Q1 2025 Added 1.41%
$9.49B
$5.61 Million 0.07% of portfolio
44,299
Q1 2025 Added 109.38%
$7.04B
$5.6 Million 0.07% of portfolio
14,662
Q1 2025 Reduced 0.76%
$3.75B
$5.48 Million 0.07% of portfolio
34,384
Q1 2025 New
$0
$5.68 Million 0.07% of portfolio
130,011
Q1 2025 Reduced 34.51%
$0
$5.16 Million 0.07% of portfolio
72,116
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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