Congress Wealth Management LLC Portfolio Holdings

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

Congress Wealth Management LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $9.76 Billion distributed in 1179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $396M, Apple Inc. with a value of $394M, Microsoft Corp with a value of $244M, Nvidia Corp with a value of $202M, and Financial Sector Spdr with a value of $151M.

Examining the 13F form we can see an increase of $1.86B in the current position value, from $7.9B to 9.76B.

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 $9.76 Billion
ETFs: $4.44 Billion
Technology: $1.69 Billion
Financial Services: $809 Million
Industrials: $619 Million
Healthcare: $578 Million
Communication Services: $413 Million
Consumer Cyclical: $405 Million
Consumer Defensive: $318 Million
Other: $481 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.64B
$2.1 Million 0.02% of portfolio
36,322
Q2 2025 New
$0
$1.99 Million 0.02% of portfolio
93,103
Q2 2025 Added 0.38%
$24.6B
$1.81 Million 0.02% of portfolio
7,762
Q2 2025 Reduced 0.69%
$37.2B
$2.06 Million 0.02% of portfolio
26,373
Q2 2025 Added 4.69%
$24.4B
$1.8 Million 0.02% of portfolio
11,054
Q2 2025 Added 0.99%
$57.9B
$1.58 Million 0.02% of portfolio
30,070
Q2 2025 Added 53.52%
$4.67B
$1.52 Million 0.02% of portfolio
46,130
Q2 2025 Added 64.75%
$0
$2 Million 0.02% of portfolio
54,176
Q2 2025 Added 2.91%
$1.43B
$1.59 Million 0.02% of portfolio
36,222
Q2 2025 New
$5.8B
$2.01 Million 0.02% of portfolio
12,462
Q2 2025 Reduced 10.35%
$0
$1.96 Million 0.02% of portfolio
72,388
Q2 2025 Added 19.94%
$0
$2 Million 0.02% of portfolio
53,288
Q2 2025 Reduced 0.25%
$79.5B
$2.04 Million 0.02% of portfolio
16,317
Q2 2025 Added 18.82%
$29.3B
$1.99 Million 0.02% of portfolio
38,314
Q2 2025 Added 26.05%
$0
$1.77 Million 0.02% of portfolio
28,228
Q2 2025 Reduced 2.1%
$1.34B
$2.37 Million 0.02% of portfolio
222,916
Q2 2025 Added 24.81%
$0
$1.61 Million 0.02% of portfolio
123,442
Q2 2025 Reduced 3.32%
$0
$2.11 Million 0.02% of portfolio
15,646
Q2 2025 Added 22.38%
$0
$2.1 Million 0.02% of portfolio
19,119
Q2 2025 Reduced 0.85%
$0
$1.49 Million 0.02% of portfolio
38,000
Q2 2025 Added 1.11%
$0
$1.98 Million 0.02% of portfolio
23,842
Q2 2025 Added 12.74%
$0
$1.92 Million 0.02% of portfolio
14,562
Q2 2025 Added 37.64%
$0
$1.62 Million 0.02% of portfolio
14,400
Q2 2025 Added 12.59%
$0
$1.99 Million 0.02% of portfolio
5,659
Q2 2025 Added 38.53%
$0
$1.82 Million 0.02% of portfolio
15,058
Q2 2025 Added 0.27%
$0
$1.66 Million 0.02% of portfolio
20,033
Q2 2025 Reduced 5.07%
$0
$1.83 Million 0.02% of portfolio
22,685
Q2 2025 Reduced 1.82%
$0
$1.77 Million 0.02% of portfolio
14,862
Q2 2025 Added 43.15%
$19.5B
$1.97 Million 0.02% of portfolio
59,927
Q2 2025 Added 114.27%
$0
$1.5 Million 0.02% of portfolio
12,760
Q2 2025 Added 110.32%
$0
$1.92 Million 0.02% of portfolio
20,408
Q2 2025 Added 114.3%
$0
$1.58 Million 0.02% of portfolio
32,406
Q2 2025 Reduced 2.89%
$0
$1.74 Million 0.02% of portfolio
45,790
Q2 2025 Added 15.7%
$0
$1.49 Million 0.02% of portfolio
11,035
Q2 2025 Added 5.16%
$0
$1.77 Million 0.02% of portfolio
37,146
Q2 2025 Added 32.13%
$0
$2.12 Million 0.02% of portfolio
21,075
Q2 2025 Reduced 1.46%
$0
$2.1 Million 0.02% of portfolio
42,337
Q2 2025 Reduced 2.26%
$0
$1.87 Million 0.02% of portfolio
34,441
Q2 2025 Added 9.2%
$2.63B
$1.99 Million 0.02% of portfolio
21,793
Q2 2025 Added 127.37%
$85.8B
$2.1 Million 0.02% of portfolio
7,680
Q2 2025 Added 17.11%
$129B
$1.56 Million 0.02% of portfolio
12,619
Q2 2025 Reduced 33.82%
$6.97B
$1.71 Million 0.02% of portfolio
17,371
Q2 2025 Added 99.99%
$46B
$2.13 Million 0.02% of portfolio
23,769
Q2 2025 Added 12.17%
$9.01B
$2.15 Million 0.02% of portfolio
18,977
Q2 2025 Added 216.44%
$0
$2.37 Million 0.02% of portfolio
25,674
Q2 2025 New
$103B
$2.42 Million 0.02% of portfolio
23,054
Q2 2025 Added 0.59%
$40.8B
$1.67 Million 0.02% of portfolio
19,791
Q2 2025 Reduced 49.73%
$15.9B
$1.56 Million 0.02% of portfolio
14,182
Q2 2025 Added 1.56%
$263B
$1.73 Million 0.02% of portfolio
24,587
Q2 2025 Added 97.77%

Summary

  • Portfolio
  • No. of Stocks 1,179
  • Current Value $9.76 Billion
  • Prior Value $7.9 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 161 stocks
  • Additional Purchases 701 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 269 stocks
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