Congress Wealth Management LLC Software—Application

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$190B
$29.2 Million 0.3% of portfolio
28,450
Q2 2025 Added 1.6%
$187B
$23.4 Million 0.24% of portfolio
250,637
Q2 2025 Added 7.4%
$23.1B
$21.5 Million 0.22% of portfolio
298,025
Q2 2025 Added 10.81%
$14.3B
$20.7 Million 0.21% of portfolio
374,915
Q2 2025 Added 58.71%
$8.24B
$16.4 Million 0.17% of portfolio
93,897
Q2 2025 Reduced 0.42%
$174B
$16.1 Million 0.17% of portfolio
139,613
Q2 2025 Added 4.47%
$252B
$12.1 Million 0.12% of portfolio
44,467
Q2 2025 Reduced 40.91%
$22B
$11.3 Million 0.12% of portfolio
48,104
Q2 2025 Reduced 15.59%
$4B
$11 Million 0.11% of portfolio
207,000
Q2 2025 Reduced 0.49%
$9.11B
$10.3 Million 0.11% of portfolio
101,566
Q2 2025 Reduced 18.41%
$38.8B
$9.72 Million 0.1% of portfolio
5,316
Q2 2025 Added 513.15%
$39.7B
$8.12 Million 0.08% of portfolio
60,481
Q2 2025 Reduced 17.83%
$42.8B
$5.11 Million 0.05% of portfolio
14,578
Q2 2025 Added 302.93%
$24B
$4.96 Million 0.05% of portfolio
28,797
Q2 2025 Added 3.65%
$8.3B
$4.74 Million 0.05% of portfolio
11,571
Q2 2025 Added 8.91%
$189B
$4.02 Million 0.04% of portfolio
5,099
Q2 2025 Added 24.73%
$53.1B
$3.01 Million 0.03% of portfolio
12,253
Q2 2025 Added 1.75%
$1.18B
$2.63 Million 0.03% of portfolio
119,869
Q2 2025 Added 9.36%
$8.78B
$2.51 Million 0.03% of portfolio
29,794
Q2 2025 Added 8.07%
$316B
$1.94 Million 0.02% of portfolio
6,366
Q2 2025 Added 64.67%
$9.88B
$1.45 Million 0.01% of portfolio
22,476
Q2 2025 Added 0.16%
$32.6B
$1.27 Million 0.01% of portfolio
3,622
Q2 2025 Added 2.35%
$98.9B
$972,000 0.01% of portfolio
3,156
Q2 2025 Added 19.68%
$46.6B
$934,000 0.01% of portfolio
3,892
Q2 2025 Added 10.47%
$3.08B
$592,000 0.01% of portfolio
1,466
Q2 2025 Added 63.07%
$19.3B
$361,000 0.0% of portfolio
71,929
Q2 2025 Added 7.71%
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