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
$0
$1.87 Million 0.02% of portfolio
22,517
Q2 2025 Added 2.25%
$0
$2.16 Million 0.02% of portfolio
4,900
Q2 2025 Reduced 5.57%
$1.14B
$2.06 Million 0.02% of portfolio
25,957
Q2 2025 Reduced 71.68%
$279B
$1.94 Million 0.02% of portfolio
6,366
Q2 2025 Added 64.67%
$52.4B
$1.64 Million 0.02% of portfolio
48,482
Q2 2025 Added 44.33%
$0
$1.82 Million 0.02% of portfolio
55,282
Q2 2025 Reduced 3.22%
$281M
$1.77 Million 0.02% of portfolio
741,265
Q2 2025 Added 0.27%
$36B
$2.08 Million 0.02% of portfolio
79,782
Q2 2025 Added 35.7%
$6.47B
$2.19 Million 0.02% of portfolio
35,686
Q2 2025 Added 71.62%
$23.5B
$1.87 Million 0.02% of portfolio
3,651
Q2 2025 Reduced 85.35%
$20.8B
$1.71 Million 0.02% of portfolio
9,729
Q2 2025 Added 144.08%
$59.5B
$1.61 Million 0.02% of portfolio
37,375
Q2 2025 Reduced 18.36%
$0
$2.44 Million 0.02% of portfolio
10,844
Q2 2025 Reduced 0.03%
$0
$2.22 Million 0.02% of portfolio
35,651
Q2 2025 Added 1.67%
$0
$1.48 Million 0.02% of portfolio
18,019
Q2 2025 New
$0
$1.57 Million 0.02% of portfolio
20,234
Q2 2025 Added 121.82%
$0
$1.68 Million 0.02% of portfolio
35,638
Q2 2025 Added 3.01%
$34B
$1.69 Million 0.02% of portfolio
158,389
Q2 2025 Added 1.12%
$85.9B
$2.05 Million 0.02% of portfolio
8,975
Q2 2025 Added 67.23%
$16.4B
$1.53 Million 0.02% of portfolio
59,414
Q2 2025 Reduced 3.17%
$44.1B
$1.47 Million 0.02% of portfolio
21,620
Q2 2025 Added 3.28%
$42.4B
$2.29 Million 0.02% of portfolio
15,486
Q2 2025 Added 16.89%
$8.19B
$1.59 Million 0.02% of portfolio
43,549
Q2 2025 Added 1.43%
$38.1B
$1.46 Million 0.02% of portfolio
16,588
Q2 2025 Reduced 1.06%
$405B
$2.21 Million 0.02% of portfolio
2,761
Q2 2025 Added 34.09%
$51.8B
$1.64 Million 0.02% of portfolio
7,487
Q2 2025 Reduced 5.47%
$2.1B
$613,000 0.01% of portfolio
4,441
Q2 2025 Added 51.98%
$440M
$1.05 Million 0.01% of portfolio
44,057
Q2 2025 Added 215.23%
$9.87B
$675,000 0.01% of portfolio
3,434
Q2 2025 Added 138.47%
$16.2B
$566,000 0.01% of portfolio
8,200
Q2 2025 New
$43.5B
$740,000 0.01% of portfolio
6,273
Q2 2025 Added 110.86%
$13.1B
$545,000 0.01% of portfolio
20,554
Q2 2025 Added 0.0%
$418B
$1.01 Million 0.01% of portfolio
8,906
Q2 2025 Added 4.46%
$2.07B
$1.03 Million 0.01% of portfolio
92,722
Q2 2025 Reduced 0.11%
$0
$534,000 0.01% of portfolio
4,894
Q2 2025 Added 91.32%
$0
$1.34 Million 0.01% of portfolio
14,761
Q2 2025 Reduced 1.05%
$62.3B
$745,000 0.01% of portfolio
7,188
Q2 2025 Added 20.97%
$59.1B
$1.25 Million 0.01% of portfolio
14,640
Q2 2025 Added 2.98%
$125B
$694,000 0.01% of portfolio
10,110
Q2 2025 Reduced 4.97%
$32.6B
$1.27 Million 0.01% of portfolio
3,622
Q2 2025 Added 2.35%
$893M
$848,000 0.01% of portfolio
76,278
Q2 2025 Added 158.23%
$32.2B
$698,000 0.01% of portfolio
13,241
Q2 2025 New
$24.4B
$511,000 0.01% of portfolio
2,956
Q2 2025 Added 5.53%
$3.8B
$842,000 0.01% of portfolio
34,542
Q2 2025 Added 216.55%
$73.2B
$872,000 0.01% of portfolio
235
Q2 2025 Reduced 0.42%
$8.27B
$895,000 0.01% of portfolio
16,473
Q2 2025 Reduced 85.69%
$16.3B
$855,000 0.01% of portfolio
5,940
Q2 2025 Added 169.51%
$48.8B
$785,000 0.01% of portfolio
20,499
Q2 2025 Reduced 94.2%
$128B
$565,000 0.01% of portfolio
36,808
Q2 2025 New

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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