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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.04 Million 0.03% of portfolio
50,214
Q1 2025 Reduced 3.13%
$53.3B
$2.69 Million 0.03% of portfolio
69,549
Q1 2025 Added 0.69%
$173B
$2.51 Million 0.03% of portfolio
36,513
Q1 2025 Added 45.34%
$0
$2.55 Million 0.03% of portfolio
52,159
Q1 2025 Added 160.65%
$0
$2.4 Million 0.03% of portfolio
9,811
Q1 2025 New
$0
$2.21 Million 0.03% of portfolio
19,112
Q1 2025 Reduced 1.27%
$0
$2.19 Million 0.03% of portfolio
35,067
Q1 2025 Reduced 4.93%
$0
$2.18 Million 0.03% of portfolio
10,847
Q1 2025 New
$0
$2.57 Million 0.03% of portfolio
10,394
Q1 2025 New
$0
$2.22 Million 0.03% of portfolio
14,946
Q1 2025 Reduced 16.91%
$303B
$2.06 Million 0.03% of portfolio
28,654
Q1 2025 Added 284.51%
$1.82B
$2.05 Million 0.03% of portfolio
69,808
Q1 2025 Added 28.74%
$5.8B
$2.48 Million 0.03% of portfolio
27,468
Q1 2025 Added 231.14%
$42.1B
$2.08 Million 0.03% of portfolio
13,248
Q1 2025 Added 291.03%
$42.6B
$1.59 Million 0.02% of portfolio
16,765
Q1 2025 Added 36.22%
$0
$1.3 Million 0.02% of portfolio
14,918
Q1 2025 Added 263.32%
$25.9B
$1.58 Million 0.02% of portfolio
10,707
Q1 2025 Added 51.57%
$104B
$1.55 Million 0.02% of portfolio
5,844
Q1 2025 New
$296B
$1.36 Million 0.02% of portfolio
2,059
Q1 2025 Added 42.79%
$10.2B
$1.3 Million 0.02% of portfolio
6,199
Q1 2025 Added 3.35%
$215B
$1.2 Million 0.02% of portfolio
16,312
Q1 2025 Added 8.47%
$21.7B
$1.6 Million 0.02% of portfolio
10,355
Q1 2025 Added 13.21%
$51.6B
$1.28 Million 0.02% of portfolio
5,600
Q1 2025 Added 85.31%
$0
$1.71 Million 0.02% of portfolio
92,753
Q1 2025 Reduced 1.79%
$98.3B
$1.31 Million 0.02% of portfolio
38,783
Q1 2025 Added 34.44%
$25B
$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
$0
$1.9 Million 0.02% of portfolio
52,646
Q1 2025 Reduced 6.49%
$0
$1.2 Million 0.02% of portfolio
46,479
Q1 2025 New
$7.47B
$1.42 Million 0.02% of portfolio
9,338
Q1 2025 Added 0.98%
$39.1B
$1.6 Million 0.02% of portfolio
867
Q1 2025 Reduced 6.67%
$0
$1.66 Million 0.02% of portfolio
60,355
Q1 2025 Reduced 0.18%
$0
$1.94 Million 0.02% of portfolio
34,515
Q1 2025 Reduced 0.64%
$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%
$0
$1.84 Million 0.02% of portfolio
28,834
Q1 2025 Added 299.47%
$0
$1.29 Million 0.02% of portfolio
54,370
Q1 2025 Added 240.51%
$1.16B
$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%
$0
$1.74 Million 0.02% of portfolio
127,681
Q1 2025 Added 0.33%
$0
$1.79 Million 0.02% of portfolio
59,041
Q1 2025 Added 0.71%
$0
$1.94 Million 0.02% of portfolio
30,000
Q1 2025 Added 0.05%
$0
$1.9 Million 0.02% of portfolio
41,241
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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