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
$177B
$3.53 Million 0.04% of portfolio
18,136
Q1 2025 Added 24.92%
$59.9B
$3.14 Million 0.04% of portfolio
11,865
Q1 2025 Added 21.87%
$69.9B
$3.07 Million 0.04% of portfolio
72,782
Q1 2025 Reduced 7.9%
$0
$3.51 Million 0.04% of portfolio
121,773
Q1 2025 Added 1.85%
$0
$3.09 Million 0.04% of portfolio
42,105
Q1 2025 Added 10.58%
$0
$3.19 Million 0.04% of portfolio
53,781
Q1 2025 Reduced 34.56%
$9.28B
$2.98 Million 0.04% of portfolio
38,734
Q1 2025 Added 27.26%
$0
$2.96 Million 0.04% of portfolio
27,000
Q4 2023 Reduced 3.37%
$0
$2.99 Million 0.04% of portfolio
54,380
Q1 2025 Reduced 12.89%
$0
$2.61 Million 0.03% of portfolio
76,481
Q1 2025 Reduced 3.12%
$236B
$2.09 Million 0.03% of portfolio
20,349
Q1 2025 Added 3.69%
$40.9B
$2.15 Million 0.03% of portfolio
12,506
Q1 2025 Added 0.85%
$59.6B
$2.11 Million 0.03% of portfolio
32,191
Q1 2025 Reduced 2.16%
$74.4B
$2.28 Million 0.03% of portfolio
5,708
Q1 2025 Added 33.74%
$5.2B
$2.29 Million 0.03% of portfolio
47,656
Q1 2025 Added 15.64%
$35.8B
$2.23 Million 0.03% of portfolio
20,182
Q1 2025 Added 86.68%
$20.2B
$2.25 Million 0.03% of portfolio
77,748
Q1 2025 Added 84.78%
$47.3B
$2.36 Million 0.03% of portfolio
18,551
Q1 2025 Added 79.29%
$25.6B
$2.33 Million 0.03% of portfolio
11,200
Q1 2025 Reduced 6.42%
$21.7B
$2.14 Million 0.03% of portfolio
57,219
Q1 2025 Added 16.67%
$8.11B
$2.46 Million 0.03% of portfolio
27,570
Q1 2025 New
$30B
$2.33 Million 0.03% of portfolio
59,373
Q1 2025 Added 1.85%
$0
$2 Million 0.03% of portfolio
53,420
Q1 2025 New
$5.76B
$2.28 Million 0.03% of portfolio
13,901
Q1 2025 Reduced 67.86%
$140B
$2.76 Million 0.03% of portfolio
24,615
Q1 2025 Reduced 0.42%
$4.43B
$2.61 Million 0.03% of portfolio
68,600
Q1 2025 New
$52.9B
$2.09 Million 0.03% of portfolio
77,038
Q1 2025 Added 0.16%
$212B
$2.51 Million 0.03% of portfolio
4,088
Q1 2025 Reduced 86.47%
$0
$2.33 Million 0.03% of portfolio
37,069
Q1 2025 New
$28.5B
$2.54 Million 0.03% of portfolio
29,559
Q1 2025 Reduced 10.17%
$2.01B
$2.38 Million 0.03% of portfolio
76,355
Q1 2025 Reduced 1.18%
$0
$2.67 Million 0.03% of portfolio
45,780
Q1 2025 Reduced 0.21%
$0
$2.42 Million 0.03% of portfolio
21,819
Q1 2025 Reduced 7.98%
$0
$2.1 Million 0.03% of portfolio
19,283
Q1 2025 Reduced 56.41%
$0
$2.19 Million 0.03% of portfolio
35,918
Q1 2025 Reduced 13.92%
$0
$2.46 Million 0.03% of portfolio
47,029
Q1 2025 Added 130.14%
$0
$2 Million 0.03% of portfolio
11,705
Q1 2025 Added 578.94%
$0
$2.09 Million 0.03% of portfolio
41,810
Q1 2025 Reduced 3.92%
$0
$2.15 Million 0.03% of portfolio
21,388
Q1 2025 Added 18.09%
$0
$2.17 Million 0.03% of portfolio
43,315
Q1 2025 Added 20.92%
$62.1B
$2.14 Million 0.03% of portfolio
26,668
Q1 2025 Added 85.62%
$69B
$2.14 Million 0.03% of portfolio
4,899
Q1 2025 Added 7.48%
$60.9B
$2.4 Million 0.03% of portfolio
10,150
Q1 2025 Added 14.48%
$85.5B
$2.34 Million 0.03% of portfolio
35,818
Q1 2025 Added 72.84%
$101B
$2.56 Million 0.03% of portfolio
22,919
Q1 2025 Added 9.5%
$6.73B
$2.65 Million 0.03% of portfolio
20,812
Q1 2025 Added 31.43%
$173B
$2.73 Million 0.03% of portfolio
5,380
Q1 2025 New
$17B
$2.27 Million 0.03% of portfolio
6,730
Q1 2025 Added 2.94%
$0
$2.18 Million 0.03% of portfolio
5,189
Q1 2025 Added 6.62%

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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