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
$53.4B
$1.94 Million 0.02% of portfolio
32,867
Q1 2025 Added 32.43%
$0
$1.56 Million 0.02% of portfolio
12,785
Q1 2025 Reduced 62.61%
$0
$1.58 Million 0.02% of portfolio
37,581
Q1 2025 New
$0
$1.53 Million 0.02% of portfolio
33,684
Q1 2025 Reduced 2.86%
$0
$1.75 Million 0.02% of portfolio
21,148
Q1 2025 Added 11.0%
$0
$1.33 Million 0.02% of portfolio
10,580
Q1 2025 Added 70.65%
$0
$1.3 Million 0.02% of portfolio
4,085
Q1 2025 Added 0.05%
$0
$1.69 Million 0.02% of portfolio
15,017
Q1 2025 Added 385.99%
$0
$1.56 Million 0.02% of portfolio
21,104
Q1 2025 Reduced 1.36%
$0
$1.82 Million 0.02% of portfolio
23,105
Q1 2025 Added 1.86%
$0
$1.23 Million 0.02% of portfolio
10,382
Q1 2025 Reduced 4.07%
$0
$1.25 Million 0.02% of portfolio
21,259
Q1 2025 New
$0
$1.2 Million 0.02% of portfolio
12,000
Q1 2025 New
$0
$1.61 Million 0.02% of portfolio
33,370
Q1 2025 New
$0
$1.44 Million 0.02% of portfolio
39,576
Q1 2025 New
$0
$1.28 Million 0.02% of portfolio
10,494
Q1 2025 Added 6.95%
$13.1B
$1.24 Million 0.02% of portfolio
9,576
Q1 2025 Added 0.43%
$0
$1.63 Million 0.02% of portfolio
31,539
Q1 2025 New
$75B
$1.8 Million 0.02% of portfolio
22,505
Q1 2025 Added 12.96%
$27.9B
$1.95 Million 0.02% of portfolio
17,004
Q1 2025 Added 6.29%
$3.28B
$1.84 Million 0.02% of portfolio
16,121
Q1 2025 Added 1.07%
$4.12B
$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%
$3.42B
$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%
$16.2B
$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%
$2.49B
$1.73 Million 0.02% of portfolio
116,110
Q1 2025 Reduced 4.71%
$293B
$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%
$14.6B
$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%
$0
$1.76 Million 0.02% of portfolio
57,121
Q1 2025 New
$461M
$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%
$0
$1.19 Million 0.02% of portfolio
15,528
Q1 2025 Added 55.28%
$0
$1.79 Million 0.02% of portfolio
22,021
Q1 2025 Added 7.76%
$2.3B
$1.2 Million 0.02% of portfolio
16,767
Q1 2025 Added 48.26%
$6.99B
$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%
$7.23B
$1.29 Million 0.02% of portfolio
9,231
Q1 2025 New
$0
$1.67 Million 0.02% of portfolio
69,839
Q1 2025 Added 24.83%
$0
$1.24 Million 0.02% of portfolio
7,742
Q1 2025 Added 131.17%

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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