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
$1.1 Million 0.01% of portfolio
17,641
Q1 2025 Reduced 27.7%
$0
$829,000 0.01% of portfolio
22,148
Q1 2025 Reduced 0.1%
$0
$544,000 0.01% of portfolio
11,763
Q1 2025 Added 12.06%
$0
$472,000 0.01% of portfolio
6,524
Q1 2025 Added 22.86%
$0
$901,000 0.01% of portfolio
23,473
Q1 2025 Added 7.21%
$0
$663,000 0.01% of portfolio
14,724
Q1 2025 Added 29.85%
$0
$504,000 0.01% of portfolio
12,915
Q1 2025 Added 18.66%
$0
$596,000 0.01% of portfolio
13,771
Q1 2025 Added 7.29%
$0
$404,000 0.01% of portfolio
10,573
Q1 2025 Added 13.57%
$0
$1.03 Million 0.01% of portfolio
15,357
Q1 2025 Added 10.92%
$0
$660,000 0.01% of portfolio
14,146
Q1 2025 Added 9.45%
$7.51B
$546,000 0.01% of portfolio
6,526
Q1 2025 New
$0
$429,000 0.01% of portfolio
8,470
Q1 2025 Added 9.38%
$12.9B
$447,000 0.01% of portfolio
8,346
Q1 2025 Added 6.43%
$0
$462,000 0.01% of portfolio
6,857
Q1 2025 New
$0
$428,000 0.01% of portfolio
7,478
Q1 2025 New
$32B
$557,000 0.01% of portfolio
10,310
Q1 2025 Reduced 15.66%
$27.2B
$877,000 0.01% of portfolio
10,639
Q1 2025 New
$127B
$541,000 0.01% of portfolio
4,687
Q1 2025 Added 92.41%
$133B
$1.14 Million 0.01% of portfolio
1,672
Q1 2025 New
$50.8B
$453,000 0.01% of portfolio
2,165
Q1 2025 Added 33.56%
$4.87B
$411,000 0.01% of portfolio
2,353
Q1 2025 Added 0.04%
$4.9B
$489,000 0.01% of portfolio
3,261
Q1 2025 Added 0.03%
$2.49B
$838,000 0.01% of portfolio
9,585
Q1 2025 Added 1.06%
$0
$830,000 0.01% of portfolio
20,432
Q1 2025 New
$28.5B
$525,000 0.01% of portfolio
1,858
Q1 2025 New
$20.6B
$571,000 0.01% of portfolio
8,124
Q1 2025 New
$33.8B
$454,000 0.01% of portfolio
2,545
Q1 2025 Added 43.3%
$2.3B
$402,000 0.01% of portfolio
6,953
Q1 2025 Added 4.09%
$27.3B
$951,000 0.01% of portfolio
509
Q1 2025 New
$18B
$1.1 Million 0.01% of portfolio
13,398
Q1 2025 New
$118B
$485,000 0.01% of portfolio
249
Q1 2025 New
$27.1B
$732,000 0.01% of portfolio
620
Q1 2025 Added 250.28%
$41B
$797,000 0.01% of portfolio
16,472
Q1 2025 Added 3.26%
$1.87B
$681,000 0.01% of portfolio
10,716
Q1 2025 New
$165B
$1.02 Million 0.01% of portfolio
75,191
Q1 2025 Added 0.19%
$5.2B
$666,000 0.01% of portfolio
8,686
Q1 2025 Reduced 6.0%
$50.8B
$623,000 0.01% of portfolio
11,642
Q1 2025 New
$903M
$774,000 0.01% of portfolio
81,590
Q1 2025 New
$80.6B
$491,000 0.01% of portfolio
959
Q1 2025 Reduced 13.91%
$34.7B
$431,000 0.01% of portfolio
4,525
Q1 2025 Added 16.38%
$36.2B
$767,000 0.01% of portfolio
6,380
Q1 2025 New
$40.6B
$580,000 0.01% of portfolio
11,758
Q1 2025 New
$2.94B
$489,000 0.01% of portfolio
25,401
Q1 2025 New
$8.13B
$564,000 0.01% of portfolio
5,997
Q1 2025 Reduced 2.98%
$0
$765,000 0.01% of portfolio
18,610
Q1 2025 New
$19B
$780,000 0.01% of portfolio
3,944
Q1 2025 Added 13.82%
$545M
$626,000 0.01% of portfolio
22,054
Q1 2025 New
$15.4B
$589,000 0.01% of portfolio
7,502
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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