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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$391 Million 4.95% of portfolio
1,760,497
Q1 2025 Added 122.07%
$3.81T
$155 Million 1.96% of portfolio
411,872
Q1 2025 Added 38.26%
$431B
$121 Million 1.53% of portfolio
1,118,620
Q1 2025 Added 28.16%
$305B
$82.3 Million 1.04% of portfolio
1,149,606
Q1 2025 Reduced 10.72%
$1.62T
$79.7 Million 1.01% of portfolio
138,330
Q1 2025 Added 24.39%
$631B
$68.9 Million 0.87% of portfolio
129,323
Q1 2025 Added 102.55%
$2.28T
$68 Million 0.86% of portfolio
357,479
Q1 2025 Added 35.69%
$572B
$64.9 Million 0.82% of portfolio
185,045
Q1 2025 Added 18.5%
$422B
$59.3 Million 0.75% of portfolio
62,746
Q1 2025 Added 11.05%
$850B
$59.5 Million 0.75% of portfolio
242,757
Q1 2025 Added 25.64%
$724B
$57.5 Million 0.73% of portfolio
69,680
Q1 2025 Added 43.36%
$1.07T
$55.6 Million 0.7% of portfolio
359,799
Q1 2025 Added 22.27%
$22.5B
$42.6 Million 0.54% of portfolio
207,306
Q1 2025 Added 1.06%
$368B
$42.5 Million 0.54% of portfolio
115,984
Q1 2025 Added 9.14%
$116B
$41.2 Million 0.52% of portfolio
246,174
Q1 2025 Added 93.21%
$465B
$41.3 Million 0.52% of portfolio
347,450
Q1 2025 Added 51.96%
$1.12T
$39 Million 0.49% of portfolio
249,611
Q1 2025 Added 45.4%
$3.84B
$36.8 Million 0.47% of portfolio
775,449
Q1 2025 New
$152B
$34.7 Million 0.44% of portfolio
127,619
Q1 2025 Added 2.76%
$7.65B
$31.9 Million 0.4% of portfolio
24,090
Q1 2025 New
$241B
$30.5 Million 0.39% of portfolio
55,906
Q1 2025 Added 5.09%
$426B
$29.6 Million 0.38% of portfolio
178,716
Q1 2025 Added 46.62%
$34.5B
$30 Million 0.38% of portfolio
62,847
Q1 2025 Added 1.66%
$8.25B
$29.5 Million 0.37% of portfolio
253,133
Q1 2025 Reduced 3.44%
$172B
$29.1 Million 0.37% of portfolio
642,203
Q1 2025 Added 27.95%
$92.9B
$28.2 Million 0.36% of portfolio
46,353
Q1 2025 Added 1.19%
$52.2B
$27.6 Million 0.35% of portfolio
133,344
Q1 2025 Reduced 1.05%
$76.7B
$27.3 Million 0.35% of portfolio
107,626
Q1 2025 Added 3.33%
$296B
$26.9 Million 0.34% of portfolio
160,990
Q1 2025 Added 20.73%
$280B
$26.5 Million 0.34% of portfolio
429,218
Q1 2025 Added 11.57%
$221B
$26.2 Million 0.33% of portfolio
83,766
Q1 2025 Added 18.57%
$207B
$26.4 Million 0.33% of portfolio
294,544
Q1 2025 Added 27.43%
$5.75B
$26.2 Million 0.33% of portfolio
18,303
Q1 2025 Added 28.38%
$66B
$24.9 Million 0.32% of portfolio
72,198
Q1 2025 Added 4.23%
$78.4B
$25 Million 0.32% of portfolio
193,011
Q1 2025 Added 2.96%
$369B
$25.6 Million 0.32% of portfolio
150,240
Q1 2025 Added 46.33%
$150B
$24.3 Million 0.31% of portfolio
241,289
Q1 2025 Added 2.51%
$221B
$24.6 Million 0.31% of portfolio
74,667
Q1 2025 Added 23.13%
$160B
$24 Million 0.3% of portfolio
76,963
Q1 2025 Added 5.48%
$182B
$23.9 Million 0.3% of portfolio
48,306
Q1 2025 Added 7.17%
$6.31B
$23.9 Million 0.3% of portfolio
433,264
Q1 2025 Added 5.07%
$567B
$22.9 Million 0.29% of portfolio
24,527
Q1 2025 Added 29.61%
$147B
$22.8 Million 0.29% of portfolio
61,118
Q1 2025 Added 18.47%
$338B
$22.4 Million 0.28% of portfolio
106,882
Q1 2025 Added 9.57%
$194B
$22.3 Million 0.28% of portfolio
28,003
Q1 2025 Added 2.13%
$124B
$21.6 Million 0.27% of portfolio
107,309
Q1 2025 Added 7.84%
$148B
$21.3 Million 0.27% of portfolio
300,467
Q1 2025 Added 6.95%
$671B
$21.1 Million 0.27% of portfolio
150,773
Q1 2025 Added 15.0%
$32.1B
$20.4 Million 0.26% of portfolio
223,259
Q1 2025 Added 9.29%

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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