Congress Wealth Management LLC / De / Top Holdings and 13F Report (2025)

About Congress Wealth Management LLC / De /

Investment Activity

Congress Wealth Management LLC / De / has $8.34 billion in total holdings as of March 31, 2025.
Congress Wealth Management LLC / De / owns shares of 1,064 different stocks, but just 221 companies or ETFs make up 80% of its holdings.
Approximately 21.15% of the portfolio was purchased this quarter.
About 6.19% of the portfolio was sold this quarter.
This quarter, Congress Wealth Management LLC / De / has purchased 871 new stocks and bought additional shares in 550 stocks.
Congress Wealth Management LLC / De / sold shares of 233 stocks and completely divested from 73 stocks this quarter.

Largest Holdings

Apple: $390,415,771
Technology Select Sector SPDR Fund: $207,135,612
Microsoft: $155,519,574
Financial Select Sector SPDR Fund: $142,625,860
NVIDIA: $121,952,089

Largest New Holdings this Quarter

03463K737 - ANGEL OAK FUNDS TRUST: $57,223,327 Holding
88262P102 - Texas Pacific Land: $31,919,487 Holding
14019W109 - Capital Group International Focus Equity ETF: $14,797,773 Holding
46137V464 - Invesco S&P MidCap Momentum ETF: $12,010,130 Holding
808524771 - Schwab Fundamental U.S. Large Company ETF: $11,365,782 Holding

Largest Purchases this Quarter

Apple: 967,724 shares (about $214.61M)
ANGEL OAK FUNDS TRUST: 6,592,549 shares (about $57.22M)
Microsoft: 113,974 shares (about $43.04M)
Berkshire Hathaway: 65,477 shares (about $34.77M)
Vanguard Growth ETF: 90,388 shares (about $34.14M)

Largest Sales this Quarter

iShares MBS ETF: 506,359 shares (about $47.49M)
SPDR Portfolio S&P 600 Small Cap ETF: 647,185 shares (about $26.38M)
Materials Select Sector SPDR Fund: 293,752 shares (about $25.28M)
Honeywell International: 104,489 shares (about $22.13M)
Global X U.S. Infrastructure Development ETF: 529,413 shares (about $19.98M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$390,415,771	$214,606,848 ▲	122.1%	1,760,497	4.7%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$207,135,612	$1,872,966 ▲	0.9%	1,003,072	2.5%	ETF
MSFT Microsoft	$155,519,574	$43,035,671 ▲	38.3%	411,872	1.9%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$142,625,860	$140,965 ▼	-0.1%	2,863,339	1.7%	ETF
NVDA NVIDIA	$121,952,089	$26,793,112 ▲	28.2%	1,118,620	1.5%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$117,726,496	$1,123,513 ▲	1.0%	679,526	1.4%	ETF
JMBS Janus Henderson Mortgage-Backed Securities ETF	$115,384,576	$22,382,100 ▲	24.1%	2,552,755	1.4%	ETF
XLC Communication Services Select Sector SPDR Fund	$96,671,617	$1,029,731 ▼	-1.1%	1,002,268	1.2%	ETF
JANUS DETROIT STR TR	$84,337,109	$30,950,230 ▲	58.0%	1,611,023	1.0%	HENDERSON SECURI
KO Coca-Cola	$82,303,477	$9,879,659 ▼	-10.7%	1,149,606	1.0%	Consumer Staples
META Meta Platforms	$79,892,571	$15,663,749 ▲	24.4%	138,330	1.0%	Computer and Technology
AVEM Avantis Emerging Markets Equity ETF	$78,458,841	$952,642 ▼	-1.2%	1,303,911	0.9%	ETF
SPTI SPDR Portfolio Intermediate Term Treasury ETF	$73,530,562	$10,670,832 ▼	-12.7%	2,572,797	0.9%	ETF
XLV Health Care Select Sector SPDR Fund	$72,484,481	$22,599,673 ▲	45.3%	496,404	0.9%	ETF
BRK.B Berkshire Hathaway	$68,672,651	$34,769,369 ▲	102.6%	129,323	0.8%	Finance
AMZN Amazon.com	$68,312,505	$17,968,677 ▲	35.7%	357,479	0.8%	Retail/Wholesale
GLDM SPDR Gold MiniShares Trust	$67,834,011	$1,742,390 ▼	-2.5%	1,096,041	0.8%	Finance
SPTL SPDR Portfolio Long Term Treasury ETF	$67,252,298	$1,060,278 ▼	-1.6%	2,467,068	0.8%	ETF
VIG Vanguard Dividend Appreciation ETF	$65,087,492	$1,038,515 ▲	1.6%	335,492	0.8%	ETF
V Visa	$64,804,766	$10,116,190 ▲	18.5%	185,045	0.8%	Business Services
PROFESIONALLY MANAGED PORTFO	$61,680,563	$6,256,353 ▲	11.3%	2,488,122	0.7%	CONGRESS INTERME
KBWB Invesco KBW Bank ETF	$59,998,306	$1,266,197 ▼	-2.1%	955,843	0.7%	Manufacturing
JPM JPMorgan Chase & Co.	$59,610,449	$12,164,601 ▲	25.6%	242,757	0.7%	Finance
COST Costco Wholesale	$59,277,284	$5,897,875 ▲	11.0%	62,746	0.7%	Retail/Wholesale
LLY Eli Lilly and Company	$57,808,220	$17,483,502 ▲	43.4%	69,680	0.7%	Medical
ANGEL OAK FUNDS TRUST	$57,223,327	$57,223,327 ▲	New Holding	6,592,549	0.7%	MORTGAGE BACKED
GOOGL Alphabet	$55,879,875	$10,177,527 ▲	22.3%	359,799	0.7%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$54,756,472	$5,455,615 ▲	11.1%	424,493	0.7%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$50,698,493	$20,549,276 ▲	68.2%	620,791	0.6%	ETF
XLE Energy Select Sector SPDR Fund	$47,659,868	$2,088,006 ▲	4.6%	510,014	0.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$46,772,613	$977,245 ▲	2.1%	801,253	0.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$45,570,443	$4,145,367 ▲	10.0%	435,096	0.5%	ETF
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$45,416,555	$26,380,261 ▼	-36.7%	1,114,201	0.5%	ETF
VUG Vanguard Growth ETF	$45,256,491	$34,135,349 ▲	306.9%	119,836	0.5%	ETF
EFA iShares MSCI EAFE ETF	$45,014,876	$1,157,388 ▼	-2.5%	550,732	0.5%	Finance
IYW iShares U.S. Technology ETF	$44,737,465	$1,739,584 ▼	-3.7%	318,535	0.5%	Manufacturing
VONG Vanguard Russell 1000 Growth ETF	$44,605,546	$211,038 ▼	-0.5%	481,061	0.5%	ETF
PAVE Global X U.S. Infrastructure Development ETF	$44,289,440	$19,975,963 ▼	-31.1%	1,173,781	0.5%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$43,416,360	$740,965 ▲	1.7%	870,067	0.5%	Manufacturing
XLY Consumer Discretionary Select Sector SPDR Fund	$42,754,442	$17,740,133 ▼	-29.3%	216,506	0.5%	Finance
CTAS Cintas	$42,604,725	$445,764 ▲	1.1%	207,306	0.5%	Business Services
HD Home Depot	$42,498,786	$3,559,398 ▲	9.1%	115,984	0.5%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$41,537,530	$1,116,703 ▲	2.8%	74,170	0.5%	Finance
AVGO Broadcom	$41,351,188	$19,948,764 ▲	93.2%	246,174	0.5%	Computer and Technology
XOM Exxon Mobil	$41,154,199	$14,072,497 ▲	52.0%	347,450	0.5%	Energy
GOOG Alphabet	$39,389,261	$12,298,502 ▲	45.4%	249,611	0.5%	Computer and Technology
FJP First Trust Japan AlphaDEX Fund	$39,384,665	$294,165 ▼	-0.7%	718,434	0.5%	Manufacturing
XLRE Real Estate Select Sector SPDR Fund	$39,254,876	$639,552 ▲	1.7%	937,989	0.5%	ETF
VOO Vanguard S&P 500 ETF	$39,188,182	$3,302,883 ▲	9.2%	76,196	0.5%	ETF
TJX TJX Companies	$39,093,635	$2,540,181 ▲	6.9%	321,176	0.5%	Retail/Wholesale
QQQ Invesco QQQ	$36,816,359	$2,955,327 ▲	8.7%	78,346	0.4%	Finance
VTV Vanguard Value ETF	$36,354,765	$16,631,696 ▲	84.3%	209,929	0.4%	ETF
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF	$35,961,325	$805,982 ▼	-2.2%	206,626	0.4%	ETF
ETN Eaton	$34,729,758	$932,611 ▲	2.8%	127,619	0.4%	Industrials
SPBO SPDR Portfolio Corporate Bond ETF	$33,118,329	$126,019 ▼	-0.4%	1,140,831	0.4%	ETF
DGS WisdomTree Emerging Markets SmallCap Dividend Fund	$32,884,414	$1,396,547 ▲	4.4%	680,695	0.4%	Finance
EZU iShares MSCI Eurozone ETF	$32,192,390	$221,467 ▼	-0.7%	604,551	0.4%	ETF
TPL Texas Pacific Land	$31,919,487	$31,919,487 ▲	New Holding	24,090	0.4%	Energy
XLI Industrial Select Sector SPDR Fund	$30,736,116	$808,445 ▲	2.7%	234,462	0.4%	ETF
GS The Goldman Sachs Group	$30,583,440	$1,480,867 ▲	5.1%	55,906	0.4%	Finance
SCHX Schwab US Large-Cap ETF	$30,075,416	$21,253 ▼	-0.1%	1,361,342	0.4%	ETF
MLM Martin Marietta Materials	$30,052,074	$490,611 ▲	1.7%	62,847	0.4%	Construction
JNJ Johnson & Johnson	$29,574,302	$9,403,852 ▲	46.6%	178,716	0.4%	Medical
OLLI Ollie's Bargain Outlet	$29,454,554	$1,050,033 ▼	-3.4%	253,133	0.4%	Consumer Staples
VHT Vanguard Health Care ETF	$29,431,682	$8,967,787 ▲	43.8%	110,867	0.4%	ETF
VZ Verizon Communications	$28,986,325	$6,332,503 ▲	28.0%	642,203	0.3%	Computer and Technology
MATTHEWS INTL FDS	$28,970,155	$162,896 ▲	0.6%	1,112,592	0.3%	PACIFIC TIGER AC
DMBS DoubleLine Mortgage ETF	$28,669,399	$1,626,254 ▲	6.0%	584,493	0.3%	ETF
PH Parker-Hannifin	$28,178,875	$332,532 ▲	1.2%	46,353	0.3%	Industrials
ALL Allstate	$27,611,669	$291,970 ▼	-1.0%	133,344	0.3%	Finance
ECL Ecolab	$27,285,684	$880,486 ▲	3.3%	107,626	0.3%	Basic Materials
CVX Chevron	$26,904,795	$4,620,225 ▲	20.7%	160,990	0.3%	Energy
MRK Merck & Co., Inc.	$26,510,792	$5,706,754 ▲	27.4%	294,544	0.3%	Medical
IWF iShares Russell 1000 Growth ETF	$26,489,604	$878,691 ▼	-3.2%	73,377	0.3%	ETF
CSCO Cisco Systems	$26,470,276	$2,744,912 ▲	11.6%	429,218	0.3%	Computer and Technology
VONV Vanguard Russell 1000 Value ETF	$26,364,830	$351,625 ▲	1.4%	319,415	0.3%	ETF
EWJ iShares MSCI Japan ETF	$26,360,282	$113,880 ▲	0.4%	384,480	0.3%	ETF
ORLY O'Reilly Automotive	$26,214,558	$5,794,903 ▲	28.4%	18,303	0.3%	Retail/Wholesale
MCD McDonald's	$26,149,008	$4,096,260 ▲	18.6%	83,766	0.3%	Retail/Wholesale
PG Procter & Gamble	$25,493,569	$8,071,267 ▲	46.3%	150,240	0.3%	Consumer Staples
HWM Howmet Aerospace	$25,044,420	$720,538 ▲	3.0%	193,011	0.3%	Aerospace
AJG Arthur J. Gallagher & Co.	$24,922,591	$1,011,430 ▲	4.2%	72,198	0.3%	Finance
FLGB Franklin FTSE United Kingdom ETF	$24,852,881	$283,202 ▼	-1.1%	867,123	0.3%	ETF
CAT Caterpillar	$24,648,418	$4,630,471 ▲	23.1%	74,667	0.3%	Industrials
BSX Boston Scientific	$24,344,072	$595,463 ▲	2.5%	241,289	0.3%	Medical
EUFN iShares MSCI Europe Financials ETF	$24,032,391	$10,330,968 ▼	-30.1%	843,537	0.3%	ETF
AMGN Amgen	$23,987,816	$1,245,784 ▲	5.5%	76,963	0.3%	Medical
ISRG Intuitive Surgical	$23,931,469	$1,601,673 ▲	7.2%	48,306	0.3%	Medical
TSCO Tractor Supply	$23,872,918	$1,152,200 ▲	5.1%	433,264	0.3%	Retail/Wholesale
FTEC Fidelity MSCI Information Technology Index ETF	$23,858,615	$26,127 ▲	0.1%	147,933	0.3%	ETF
FMB First Trust Managed Municipal ETF	$23,469,827	$59,902 ▼	-0.3%	465,465	0.3%	Manufacturing
NFLX Netflix	$22,922,156	$5,236,386 ▲	29.6%	24,527	0.3%	Consumer Discretionary
VGT Vanguard Information Technology ETF	$22,780,380	$19,971,344 ▲	711.0%	40,889	0.3%	ETF
SYK Stryker	$22,758,836	$3,548,365 ▲	18.5%	61,118	0.3%	Medical
ABBV AbbVie	$22,391,926	$1,956,324 ▲	9.6%	106,882	0.3%	Medical
NOW ServiceNow	$22,299,433	$464,256 ▲	2.1%	28,003	0.3%	Computer and Technology
FNCL Fidelity MSCI Financials Index ETF	$22,154,898	$154,613 ▼	-0.7%	318,683	0.3%	ETF
ADI Analog Devices	$21,647,150	$1,573,674 ▲	7.8%	107,309	0.3%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$21,420,340	$708,627 ▲	3.4%	283,115	0.3%	ETF
NEE NextEra Energy	$21,292,993	$1,384,161 ▲	7.0%	300,467	0.3%	Utilities

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Congress Wealth Management LLC / De / Top Holdings and 13F Report (2025)

About Congress Wealth Management LLC / De /

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Congress Wealth Management LLC / De / Top Holdings and 13F Report (2025)

About Congress Wealth Management LLC / De /

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCongress Wealth Management LLC / De /

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools