Congress Wealth Management LLC Software—Application

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$194B
$22.3 Million 0.28% of portfolio
28,003
Q1 2025 Added 2.13%
$260B
$20.2 Million 0.26% of portfolio
75,252
Q1 2025 Added 13.18%
$186B
$17 Million 0.22% of portfolio
233,362
Q1 2025 Added 704.72%
$7.6B
$14.9 Million 0.19% of portfolio
94,289
Q1 2025 Added 6.06%
$33.5B
$14.7 Million 0.19% of portfolio
268,942
Q1 2025 Added 44.09%
$139B
$12.8 Million 0.16% of portfolio
133,645
Q1 2025 Added 5.67%
$8.7B
$12.6 Million 0.16% of portfolio
124,479
Q1 2025 Reduced 17.13%
$15.1B
$11.1 Million 0.14% of portfolio
236,222
Q1 2025 Reduced 12.95%
$18.7B
$10.7 Million 0.14% of portfolio
56,989
Q1 2025 New
$3.31B
$7.37 Million 0.09% of portfolio
208,017
Q1 2025 Added 38.11%
$40.4B
$7.3 Million 0.09% of portfolio
73,605
Q1 2025 Added 3,235.07%
$22.4B
$4.31 Million 0.05% of portfolio
27,784
Q1 2025 Reduced 70.42%
$11.5B
$3.3 Million 0.04% of portfolio
10,624
Q1 2025 New
$53.1B
$2.96 Million 0.04% of portfolio
12,042
Q1 2025 Added 63.46%
$1.27B
$2.94 Million 0.04% of portfolio
109,614
Q1 2025 New
$212B
$2.51 Million 0.03% of portfolio
4,088
Q1 2025 Reduced 86.47%
$39.1B
$1.6 Million 0.02% of portfolio
867
Q1 2025 Reduced 6.67%
$104B
$1.55 Million 0.02% of portfolio
5,844
Q1 2025 New
$9.88B
$1.45 Million 0.02% of portfolio
22,440
Q1 2025 New
$33.6B
$1.12 Million 0.01% of portfolio
3,539
Q1 2025 Reduced 6.18%
$352B
$1.04 Million 0.01% of portfolio
3,866
Q1 2025 Reduced 26.92%
$45.2B
$822,000 0.01% of portfolio
3,523
Q1 2025 Added 85.42%
$87.1B
$670,000 0.01% of portfolio
2,637
Q1 2025 Reduced 46.05%
$55.9B
$623,000 0.01% of portfolio
3,618
Q1 2025 New
$18.6B
$302,000 0.0% of portfolio
66,778
Q1 2025 Reduced 36.42%
$4.21B
$259,000 0.0% of portfolio
899
Q1 2025 New
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