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
$98.3B
$1.31 Million 0.02% of portfolio
38,783
Q1 2025 Added 34.44%
$25.2B
$1.77 Million 0.02% of portfolio
7,816
Q1 2025 New
$38.4B
$1.79 Million 0.02% of portfolio
9,650
Q1 2025 New
$114B
$1.77 Million 0.02% of portfolio
5,867
Q1 2025 Added 212.74%
$23.6B
$1.26 Million 0.02% of portfolio
11,441
Q1 2025 Reduced 91.21%
$39.1B
$1.93 Million 0.02% of portfolio
25,192
Q1 2025 Added 0.91%
$102B
$1.59 Million 0.02% of portfolio
7,889
Q1 2025 Added 319.85%
$9.88B
$1.45 Million 0.02% of portfolio
22,440
Q1 2025 New
$7.55B
$1.42 Million 0.02% of portfolio
9,338
Q1 2025 Added 0.98%
$38.5B
$1.6 Million 0.02% of portfolio
867
Q1 2025 Reduced 6.67%
$79.5B
$1.72 Million 0.02% of portfolio
13,733
Q1 2025 Added 270.56%
$29.8B
$1.82 Million 0.02% of portfolio
30,395
Q1 2025 Added 17.13%
$1.17B
$1.96 Million 0.02% of portfolio
178,606
Q1 2025 New
$116B
$1.9 Million 0.02% of portfolio
60,149
Q1 2025 Reduced 11.89%
$43.2B
$1.82 Million 0.02% of portfolio
4,330
Q1 2025 Added 303.54%
$13.2B
$1.24 Million 0.02% of portfolio
9,576
Q1 2025 Added 0.43%
$27.9B
$1.95 Million 0.02% of portfolio
17,004
Q1 2025 Added 6.29%
$3.18B
$1.84 Million 0.02% of portfolio
16,121
Q1 2025 Added 1.07%
$4.17B
$1.31 Million 0.02% of portfolio
6,716
Q1 2025 New
$88.1B
$1.56 Million 0.02% of portfolio
6,558
Q1 2025 Added 16.03%
$102B
$1.94 Million 0.02% of portfolio
2,878
Q1 2025 Added 9.89%
$3.45B
$1.22 Million 0.02% of portfolio
72,017
Q1 2025 New
$123B
$1.66 Million 0.02% of portfolio
19,068
Q1 2025 Added 11.0%
$44.2B
$1.61 Million 0.02% of portfolio
21,191
Q1 2025 Added 183.91%
$91.9B
$1.23 Million 0.02% of portfolio
19,298
Q1 2025 Added 220.46%
$16.3B
$1.22 Million 0.02% of portfolio
30,331
Q1 2025 Added 5.06%
$59B
$1.51 Million 0.02% of portfolio
7,920
Q1 2025 Reduced 89.48%
$36.3B
$1.22 Million 0.02% of portfolio
12,301
Q1 2025 Added 47.05%
$2.45B
$1.73 Million 0.02% of portfolio
116,110
Q1 2025 Reduced 4.71%
$302B
$1.86 Million 0.02% of portfolio
22,075
Q1 2025 Added 157.8%
$26.2B
$1.6 Million 0.02% of portfolio
44,250
Q1 2025 Added 128.19%
$14.4B
$1.62 Million 0.02% of portfolio
13,964
Q1 2025 Reduced 4.52%
$49.2B
$1.4 Million 0.02% of portfolio
33,590
Q1 2025 Added 22.59%
$169B
$1.59 Million 0.02% of portfolio
20,357
Q1 2025 Added 583.12%
$439M
$1.93 Million 0.02% of portfolio
739,277
Q1 2025 Added 38.18%
$30.2B
$1.49 Million 0.02% of portfolio
58,792
Q1 2025 Added 0.15%
$2.29B
$1.2 Million 0.02% of portfolio
16,767
Q1 2025 Added 48.26%
$6.83B
$1.25 Million 0.02% of portfolio
20,794
Q1 2025 Added 2.13%
$104B
$1.39 Million 0.02% of portfolio
4,136
Q1 2025 Added 107.63%
$59.7B
$1.88 Million 0.02% of portfolio
45,779
Q1 2025 Added 8.92%
$7.15B
$1.29 Million 0.02% of portfolio
9,231
Q1 2025 New
$30.2B
$1.47 Million 0.02% of portfolio
156,640
Q1 2025 Added 2.5%
$92.6B
$1.24 Million 0.02% of portfolio
5,367
Q1 2025 Added 158.28%
$15.7B
$1.37 Million 0.02% of portfolio
2,695
Q1 2025 Added 210.84%
$19B
$1.8 Million 0.02% of portfolio
61,358
Q1 2025 Added 10.7%
$38.1B
$1.48 Million 0.02% of portfolio
20,934
Q1 2025 Added 6.57%
$19.9B
$1.33 Million 0.02% of portfolio
25,516
Q1 2025 New
$6.64B
$1.42 Million 0.02% of portfolio
42,936
Q1 2025 New
$9.96B
$549,000 0.01% of portfolio
20,553
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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