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
$5.81 Million 0.07% of portfolio
94,036
Q1 2025 Added 1,916.64%
$119B
$5.15 Million 0.07% of portfolio
57,309
Q1 2025 Added 79.15%
$260B
$5.5 Million 0.07% of portfolio
49,331
Q1 2025 Added 17.37%
$14.8B
$5.73 Million 0.07% of portfolio
69,148
Q1 2025 Added 1.73%
$187B
$5.69 Million 0.07% of portfolio
37,931
Q1 2025 Added 50.96%
$0
$5.4 Million 0.07% of portfolio
215,824
Q1 2025 Added 61.51%
$0
$5.32 Million 0.07% of portfolio
69,531
Q1 2025 Added 40.26%
$0
$5.19 Million 0.07% of portfolio
57,296
Q1 2025 Reduced 24.4%
$0
$5.38 Million 0.07% of portfolio
108,499
Q1 2025 Added 8.27%
$2.75B
$5.21 Million 0.07% of portfolio
157,486
Q1 2025 Added 1.64%
$0
$4.71 Million 0.06% of portfolio
90,722
Q1 2025 Added 3.14%
$157B
$4.95 Million 0.06% of portfolio
134,107
Q1 2025 Added 34.81%
$37.3B
$4.78 Million 0.06% of portfolio
109,637
Q1 2025 Added 1.0%
$0
$4.51 Million 0.06% of portfolio
97,693
Q1 2025 Reduced 6.18%
$20.3B
$4.84 Million 0.06% of portfolio
18,413
Q1 2025 Added 30.8%
$0
$4.38 Million 0.06% of portfolio
37,659
Q1 2025 Reduced 0.3%
$0
$4.55 Million 0.06% of portfolio
78,959
Q1 2025 Reduced 0.11%
$0
$4.92 Million 0.06% of portfolio
52,443
Q1 2025 Reduced 90.62%
$0
$4.46 Million 0.06% of portfolio
42,076
Q1 2025 Reduced 2.78%
$0
$4.57 Million 0.06% of portfolio
148,567
Q1 2025 Reduced 30.52%
$43B
$4.96 Million 0.06% of portfolio
34,897
Q1 2025 Added 15.6%
$11.2B
$5.1 Million 0.06% of portfolio
10,476
Q1 2025 Added 9.52%
$10.4B
$5 Million 0.06% of portfolio
117,548
Q1 2025 Added 2.51%
$124B
$5.09 Million 0.06% of portfolio
11,402
Q1 2025 Added 14.15%
$156B
$4.51 Million 0.06% of portfolio
64,914
Q1 2025 Added 259.06%
$2.12B
$4.59 Million 0.06% of portfolio
210,298
Q1 2025 Added 2.67%
$4.65B
$5.12 Million 0.06% of portfolio
89,175
Q1 2025 Added 22.09%
$0
$4.74 Million 0.06% of portfolio
21,364
Q1 2025 Added 58.05%
$0
$4.93 Million 0.06% of portfolio
106,456
Q1 2025 Reduced 12.89%
$0
$4.55 Million 0.06% of portfolio
57,290
Q1 2025 Reduced 6.23%
$171B
$3.77 Million 0.05% of portfolio
9,825
Q1 2025 Added 37.84%
$137B
$4.03 Million 0.05% of portfolio
23,649
Q1 2025 Added 21.95%
$2.71B
$3.57 Million 0.05% of portfolio
77,988
Q1 2025 Added 27.74%
$102B
$3.84 Million 0.05% of portfolio
10,904
Q1 2025 Added 663.05%
$153B
$4.04 Million 0.05% of portfolio
8,599
Q1 2025 Added 103.05%
$17.6B
$3.57 Million 0.05% of portfolio
29,948
Q1 2025 Reduced 0.52%
$79.1B
$3.57 Million 0.05% of portfolio
14,405
Q1 2025 Added 17.63%
$0
$4.05 Million 0.05% of portfolio
20,986
Q1 2025 Added 91.64%
$0
$3.91 Million 0.05% of portfolio
128,384
Q1 2025 Added 6.17%
$0
$4.16 Million 0.05% of portfolio
44,827
Q1 2025 Added 265.73%
$0
$4.04 Million 0.05% of portfolio
44,599
Q1 2025 Added 1.59%
$0
$4.27 Million 0.05% of portfolio
54,792
Q1 2025 Reduced 4.08%
$0
$3.79 Million 0.05% of portfolio
66,277
Q1 2025 Added 474.82%
$5.91B
$3.62 Million 0.05% of portfolio
100,907
Q1 2025 Added 0.1%
$9.96B
$4.28 Million 0.05% of portfolio
14,034
Q1 2025 Added 14.21%
$12.5B
$3.98 Million 0.05% of portfolio
13,260
Q1 2025 Added 32.47%
$3.24B
$4.33 Million 0.05% of portfolio
85,748
Q1 2025 Added 22.68%
$22.4B
$4.31 Million 0.05% of portfolio
27,784
Q1 2025 Reduced 70.42%
$10.3B
$4.18 Million 0.05% of portfolio
104,658
Q1 2025 Added 32.42%

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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