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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$207 Million 2.62% of portfolio
1,003,072
Q1 2025 Added 0.91%
$0
$143 Million 1.81% of portfolio
2,863,339
Q1 2025 Reduced 0.1%
$0
$118 Million 1.49% of portfolio
679,526
Q1 2025 Added 0.96%
$0
$115 Million 1.46% of portfolio
2,552,755
Q1 2025 Added 24.07%
$0
$96.7 Million 1.22% of portfolio
1,002,268
Q1 2025 Reduced 1.05%
$0
$78.5 Million 0.99% of portfolio
1,303,911
Q1 2025 Reduced 1.2%
$0
$73.5 Million 0.93% of portfolio
2,572,797
Q1 2025 Reduced 12.67%
$0
$72.5 Million 0.92% of portfolio
496,404
Q1 2025 Added 45.3%
$9.7B
$67.8 Million 0.86% of portfolio
1,096,041
Q1 2025 Reduced 2.5%
$0
$67.3 Million 0.85% of portfolio
2,467,068
Q1 2025 Reduced 1.55%
$0
$61.1 Million 0.77% of portfolio
335,492
Q1 2025 Added 1.62%
$0
$60 Million 0.76% of portfolio
955,843
Q1 2025 Reduced 2.07%
$0
$54.7 Million 0.69% of portfolio
424,493
Q1 2025 Added 11.07%
$0
$47.2 Million 0.6% of portfolio
620,791
Q1 2025 Added 68.16%
$0
$47.7 Million 0.6% of portfolio
510,014
Q1 2025 Added 4.58%
$0
$46.8 Million 0.59% of portfolio
801,253
Q1 2025 Added 2.13%
$0
$45 Million 0.57% of portfolio
550,732
Q1 2025 Reduced 2.51%
$0
$44.7 Million 0.57% of portfolio
318,535
Q1 2025 Reduced 3.74%
$0
$45.4 Million 0.57% of portfolio
1,114,201
Q1 2025 Reduced 36.74%
$0
$44.3 Million 0.56% of portfolio
1,173,781
Q1 2025 Reduced 31.08%
$0
$44.4 Million 0.56% of portfolio
119,836
Q1 2025 Added 306.94%
$0
$44.6 Million 0.56% of portfolio
481,061
Q1 2025 Reduced 0.47%
$0
$43.4 Million 0.55% of portfolio
870,067
Q1 2025 Added 1.74%
$0
$42.8 Million 0.54% of portfolio
216,506
Q1 2025 Reduced 29.33%
$0
$41.5 Million 0.53% of portfolio
74,170
Q1 2025 Added 2.76%
$0
$39.4 Million 0.5% of portfolio
718,434
Q1 2025 Reduced 0.74%
$0
$39.3 Million 0.5% of portfolio
937,989
Q1 2025 Added 1.66%
$0
$39.2 Million 0.5% of portfolio
76,196
Q1 2025 Added 9.2%
$0
$36.7 Million 0.46% of portfolio
78,346
Q1 2025 Added 8.73%
$0
$36 Million 0.46% of portfolio
206,626
Q1 2025 Reduced 2.19%
$0
$36.3 Million 0.46% of portfolio
209,929
Q1 2025 Added 84.33%
$0
$33.1 Million 0.42% of portfolio
1,140,831
Q1 2025 Reduced 0.38%
$0
$32.9 Million 0.42% of portfolio
680,695
Q1 2025 Added 4.44%
$0
$32.2 Million 0.41% of portfolio
604,551
Q1 2025 Reduced 0.68%
$0
$30.7 Million 0.39% of portfolio
234,462
Q1 2025 Added 2.7%
$0
$30.1 Million 0.38% of portfolio
1,361,342
Q1 2025 Reduced 0.07%
$0
$29.3 Million 0.37% of portfolio
110,867
Q1 2025 Added 43.82%
$0
$26.5 Million 0.34% of portfolio
73,377
Q1 2025 Reduced 3.21%
$0
$26.4 Million 0.33% of portfolio
384,480
Q1 2025 Added 0.43%
$0
$26.4 Million 0.33% of portfolio
319,415
Q1 2025 Added 1.35%
$0
$24.9 Million 0.31% of portfolio
867,123
Q1 2025 Reduced 1.13%
$0
$23.9 Million 0.3% of portfolio
147,933
Q1 2025 Added 0.11%
$0
$23.5 Million 0.3% of portfolio
465,465
Q1 2025 Reduced 0.25%
$0
$24 Million 0.3% of portfolio
843,537
Q1 2025 Reduced 30.06%
$0
$22.2 Million 0.28% of portfolio
318,683
Q1 2025 Reduced 0.69%
$0
$22.2 Million 0.28% of portfolio
40,889
Q1 2025 Added 710.97%
$0
$21.4 Million 0.27% of portfolio
283,115
Q1 2025 Added 3.42%
$0
$19.4 Million 0.25% of portfolio
144,412
Q1 2025 Added 4.43%
$0
$19.3 Million 0.24% of portfolio
34,362
Q1 2025 Reduced 18.37%

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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