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
$3.39B
$3.98 Million 0.05% of portfolio
132,782
Q1 2025 Added 13.89%
$0
$4.09 Million 0.05% of portfolio
30,124
Q1 2025 Reduced 2.71%
$1.19T
$4.04 Million 0.05% of portfolio
24,347
Q1 2025 Added 0.93%
$73B
$3.6 Million 0.05% of portfolio
32,759
Q1 2025 Added 209.11%
$56B
$3.84 Million 0.05% of portfolio
6,128
Q1 2025 Reduced 8.88%
$7.11B
$4.01 Million 0.05% of portfolio
14,056
Q1 2025 Added 28.12%
$0
$3.89 Million 0.05% of portfolio
49,699
Q1 2025 Added 22.44%
$0
$3.69 Million 0.05% of portfolio
14,265
Q1 2025 Added 116.89%
$0
$4.12 Million 0.05% of portfolio
67,923
Q1 2025 Reduced 0.21%
$0
$4.33 Million 0.05% of portfolio
69,674
Q1 2025 Added 292.95%
$0
$3.87 Million 0.05% of portfolio
32,352
Q1 2025 Reduced 31.86%
$87.3B
$3.45 Million 0.04% of portfolio
23,486
Q1 2025 Added 132.51%
$103B
$3.47 Million 0.04% of portfolio
15,934
Q1 2025 Added 82.6%
$57.5B
$2.84 Million 0.04% of portfolio
5,861
Q1 2025 Added 14.05%
$53.1B
$2.96 Million 0.04% of portfolio
12,042
Q1 2025 Added 63.46%
$14.7B
$3.3 Million 0.04% of portfolio
18,556
Q1 2025 Added 32.63%
$224M
$2.83 Million 0.04% of portfolio
43,940
Q4 2024 Added 1.66%
$116B
$3.08 Million 0.04% of portfolio
22,010
Q1 2025 Reduced 0.34%
$24B
$3.36 Million 0.04% of portfolio
20,992
Q1 2025 Added 36.51%
$7.45B
$2.95 Million 0.04% of portfolio
22,208
Q1 2025 Added 17.31%
$1.27B
$2.94 Million 0.04% of portfolio
109,614
Q1 2025 New
$0
$2.99 Million 0.04% of portfolio
90,009
Q1 2025 New
$0
$2.96 Million 0.04% of portfolio
89,706
Q1 2025 New
$90.8B
$3.15 Million 0.04% of portfolio
25,849
Q1 2025 Added 154.24%
$11.5B
$3.3 Million 0.04% of portfolio
10,624
Q1 2025 New
$12.8B
$3.33 Million 0.04% of portfolio
38,094
Q1 2025 Added 28.42%
$69.2B
$3.1 Million 0.04% of portfolio
3,798
Q1 2025 Reduced 1.76%
$0
$2.83 Million 0.04% of portfolio
33,243
Q1 2025 Added 237.39%
$0
$2.97 Million 0.04% of portfolio
35,504
Q1 2025 New
$0
$2.83 Million 0.04% of portfolio
60,234
Q1 2025 New
$12.9B
$3.02 Million 0.04% of portfolio
15,952
Q1 2025 Added 39.29%
$106B
$3.02 Million 0.04% of portfolio
12,370
Q1 2025 Added 42.38%
$61.8B
$3.3 Million 0.04% of portfolio
53,530
Q1 2025 Added 378.97%
$13.8B
$3.52 Million 0.04% of portfolio
20,079
Q1 2025 New
$244B
$3.44 Million 0.04% of portfolio
29,516
Q1 2025 Added 7.88%
$52B
$2.84 Million 0.04% of portfolio
18,402
Q1 2025 Reduced 2.28%
$0
$3.37 Million 0.04% of portfolio
33,511
Q1 2025 Added 442.51%
$11.9B
$3.02 Million 0.04% of portfolio
9,473
Q1 2025 Added 21.0%
$145B
$3.1 Million 0.04% of portfolio
10,961
Q1 2025 Added 1.8%
$41.4B
$3.24 Million 0.04% of portfolio
39,367
Q1 2025 Added 758.79%
$0
$3.23 Million 0.04% of portfolio
149,940
Q1 2025 Reduced 2.72%
$0
$2.92 Million 0.04% of portfolio
108,586
Q1 2025 Reduced 4.32%
$89.3B
$3.05 Million 0.04% of portfolio
8,733
Q1 2025 Reduced 83.48%
$3.37B
$2.83 Million 0.04% of portfolio
81,965
Q1 2025 Added 27.67%
$101B
$2.85 Million 0.04% of portfolio
31,035
Q1 2025 Added 76.37%
$0
$3.11 Million 0.04% of portfolio
75,701
Q1 2025 Reduced 23.03%
$0
$3.38 Million 0.04% of portfolio
120,123
Q1 2025 Added 19.59%
$108B
$3.54 Million 0.04% of portfolio
36,079
Q1 2025 Added 109.4%
$284B
$3.19 Million 0.04% of portfolio
11,947
Q1 2025 Added 31.94%

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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