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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 $10.32 billion in total holdings as of June 30, 2025.
  • Congress Wealth Management LLC / De / owns shares of 1,179 different stocks, but just 242 companies or ETFs make up 80% of its holdings.
  • Approximately 22.21% of the portfolio was purchased this quarter.
  • About 9.03% of the portfolio was sold this quarter.
  • This quarter, Congress Wealth Management LLC / De / has purchased 1,064 new stocks and bought additional shares in 701 stocks.
  • Congress Wealth Management LLC / De / sold shares of 269 stocks and completely divested from 46 stocks this quarter.

Largest Holdings

Apple
$394,343,895
Microsoft
$244,026,212
NVIDIA
$201,585,128

Largest New Holdings this Quarter

46432F388 - iShares MSCI USA Value Factor ETF
$17,716,188 Holding
78468R754 - SPDR Russell 1000 Low Volatility Focus ETF
$16,623,374 Holding
29261A100 - Encompass Health
$13,445,635 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF
1,234,445 shares (about $375.19M)
Vanguard Total Bond Market ETF
941,998 shares (about $69.36M)
Vanguard Short-Term Bond ETF
868,730 shares (about $68.37M)
Vanguard S&P 500 ETF
114,124 shares (about $64.83M)
Vanguard Total International Stock ETF
766,492 shares (about $52.96M)

Largest Sales this Quarter

Technology Select Sector SPDR Fund
990,624 shares (about $250.87M)
SPDR Portfolio Intermediate Term Treasury ETF
2,561,647 shares (about $73.71M)
Amazon.com
268,865 shares (about $58.99M)
Costco Wholesale
58,339 shares (about $57.77M)
The Goldman Sachs Group
38,601 shares (about $27.32M)

Sector Allocation Over Time

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

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$395,510,661$375,185,030 1,845.9%1,301,3213.8%ETF
Apple Inc. stock logo
AAPL
Apple
$394,343,895$33,142,561 9.2%1,922,0343.8%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$244,026,212$39,155,833 19.1%490,5912.4%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$201,585,128$24,858,371 14.1%1,275,9652.0%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$150,802,861$849,756 0.6%2,879,5651.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$130,467,439$28,366,530 27.8%176,7621.3%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$130,108,752$6,611,356 5.4%715,9041.3%ETF
JANUS DETROIT STR TR
$120,027,863$35,255,750 41.6%2,281,0291.2%HENDERSON SECURI
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$118,557,150$3,555,395 3.1%2,631,6761.1%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$110,687,489$1,911,109 1.8%1,019,8771.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$108,109,599$64,827,133 149.8%190,3201.0%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$90,443,993$1,073,818 1.2%1,319,5780.9%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$90,425,899$27,604,120 43.9%186,1480.9%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$84,336,099$16,477,890 24.3%305,9520.8%Computer and Technology
Visa Inc. stock logo
V
Visa
$82,199,041$16,497,966 25.1%231,5110.8%Business Services
CocaCola Company (The) stock logo
KO
CocaCola
$82,024,968$690,238 0.8%1,159,3620.8%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$76,454,016$6,076,232 8.6%263,7160.7%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$74,938,827$11,531,138 18.2%425,2310.7%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$72,459,662$69,359,464 2,237.3%984,1030.7%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$72,280,437$68,369,122 1,748.0%918,4290.7%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$72,167,663$5,256,976 7.9%535,4050.7%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$70,826,920$2,161,528 3.1%346,0530.7%ETF
PROFESIONALLY MANAGED PORTFO
$67,722,353$5,668,542 9.1%2,715,4090.7%CONGRESS INTERME
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$66,760,713$1,186,027 1.8%2,511,6890.6%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$62,074,470$9,738,178 -13.6%947,4120.6%Finance
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$61,061,324$9,907,882 19.4%1,401,1300.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$60,113,464$10,419,684 21.0%969,2580.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$59,610,741$15,332,060 34.6%336,0420.6%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$58,917,599$2,328,266 4.1%441,9580.6%ETF
ANGEL OAK FUNDS TRUST
$58,601,148$1,674,474 2.9%6,786,4660.6%MORTGAGE BACKED
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$57,989,151$5,452,444 10.4%132,2730.6%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$57,770,746$52,956,966 1,100.1%836,1660.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$55,947,279$10,120,051 22.1%90,5490.5%Finance
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$54,793,108$399,736 -0.7%316,2280.5%Manufacturing
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$52,667,790$3,437,767 7.0%589,1900.5%Finance
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$51,220,350$1,270,197 -2.4%469,4200.5%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$51,130,052$864,279 1.7%631,4650.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$50,909,057$3,357,288 7.1%465,8150.5%ETF
Invesco KBW Bank ETF stock logo
KBWB
Invesco KBW Bank ETF
$49,615,541$18,842,031 -27.5%692,7600.5%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$49,520,054$6,995,203 16.4%135,0630.5%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$48,515,149$11,412,283 30.8%274,5000.5%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$45,667,256$107,813 0.2%127,9210.4%Industrials
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$45,134,561$1,880,158 4.3%532,1830.4%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$45,082,687$40,019,810 790.5%190,2370.4%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$44,792,384$1,054,014 2.4%891,0340.4%Manufacturing
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$44,136,536$43,304,908 5,207.2%540,4900.4%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$43,372,506$5,917,177 15.8%402,3400.4%Energy
FJP
First Trust Japan AlphaDEX Fund
$43,196,871$291,912 0.7%723,3220.4%Manufacturing
Cintas Corporation stock logo
CTAS
Cintas
$42,210,590$3,992,080 -8.6%189,3940.4%Business Services
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$41,337,887$1,680,621 4.2%334,7870.4%Retail/Wholesale
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$39,158,514$306,923 0.8%945,3990.4%ETF
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$38,795,704$1,194,069 3.2%702,3110.4%Finance
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$38,730,632$6,353,475 19.6%55,4490.4%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$38,225,720$16,080,724 -29.6%49,0470.4%Medical
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$37,635,157$1,694,508 4.7%633,0540.4%ETF
Invesco S&P 500 Top 50 ETF stock logo
XLG
Invesco S&P 500 Top 50 ETF
$37,504,990$35,356,333 1,645.5%719,8650.4%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$37,343,793$17,518,741 88.4%66,4520.4%Business Services
Oracle Corporation stock logo
ORCL
Oracle
$37,040,765$4,077,040 12.4%169,4210.4%Computer and Technology
The Allstate Corporation stock logo
ALL
Allstate
$36,846,628$10,002,962 37.3%183,0330.4%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$36,815,878$7,036,673 23.6%530,6400.4%Computer and Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$35,800,032$1,211,888 3.5%242,6770.3%ETF
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$35,686,856$238,434 -0.7%191,7300.3%Aerospace
Netflix, Inc. stock logo
NFLX
Netflix
$35,595,264$2,749,326 8.4%26,5800.3%Consumer Discretionary
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$34,933,494$7,716,114 28.3%409,9690.3%ETF
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$34,580,256$14,505,270 72.3%185,4950.3%Finance
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$34,476,692$1,141,597 3.4%1,179,9000.3%ETF
Ollie's Bargain Outlet Holdings, Inc. stock logo
OLLI
Ollie's Bargain Outlet
$33,720,786$362,922 1.1%255,8870.3%Consumer Staples
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$33,637,714$28,534,902 559.2%377,6950.3%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$33,280,823$9,580 0.0%1,361,7340.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$33,256,161$6,134,252 22.6%50,1370.3%ETF
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$32,812,608$3,266,436 -9.1%187,9190.3%ETF
MATTHEWS INTL FDS
$32,695,312$179,676 0.6%1,118,7400.3%PACIFIC TIGER AC
DMBS
DoubleLine Mortgage ETF
$31,648,921$2,967,763 10.3%644,9730.3%ETF
American Express Company stock logo
AXP
American Express
$31,413,566$15,365,151 95.7%98,4800.3%Finance
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$31,180,011$3,321,286 -9.6%56,7970.3%Construction
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$31,108,696$3,320,543 11.9%718,9430.3%Computer and Technology
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$31,086,817$5,169,876 19.9%289,4210.3%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$30,921,845$6,985,312 29.2%194,0840.3%Consumer Staples
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$30,762,079$3,390,505 12.4%250,9140.3%Computer and Technology
BWZ
SPDR Bloomberg Short Term International Treasury Bond ETF
$30,674,971$30,674,971 New Holding1,092,8020.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$30,153,232$918,033 -3.0%71,2090.3%ETF
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$29,610,952$17,383,739 142.2%120,1200.3%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$29,555,360$2,022,492 7.3%119,0110.3%ETF
Analog Devices, Inc. stock logo
ADI
Analog Devices
$29,312,427$3,770,509 14.8%123,1500.3%Computer and Technology
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$29,273,409$448,773 1.6%390,4660.3%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$29,246,455$459,514 1.6%28,4500.3%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$28,426,556$560,192 -1.9%73,2240.3%Industrials
ARISTA NETWORKS INC
$28,240,378$593,604 2.1%276,0270.3%COM SHS
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$27,808,985$19,245,152 -40.9%127,9550.3%Finance
Ecolab Inc. stock logo
ECL
Ecolab
$27,095,759$1,903,636 -6.6%100,5610.3%Basic Materials
iShares MSCI Europe Financials ETF stock logo
EUFN
iShares MSCI Europe Financials ETF
$26,857,753$176,591 0.7%849,1200.3%ETF
Franklin FTSE United Kingdom ETF stock logo
FLGB
Franklin FTSE United Kingdom ETF
$26,707,178$147,177 0.6%871,9280.3%ETF
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$26,606,067$361,296 1.4%48,9710.3%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$26,241,287$6,401,708 32.3%141,3700.3%Medical
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$25,827,085$378,194 1.5%24,4480.3%Energy
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$25,422,556$22,042,535 -46.4%596,7720.2%ETF
Accenture PLC stock logo
ACN
Accenture
$25,258,014$6,306,732 33.3%84,5040.2%Computer and Technology
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$24,794,166$23,144,532 1,403.0%275,0960.2%Retail/Wholesale
McDonald's Corporation stock logo
MCD
McDonald's
$24,622,020$147,549 0.6%84,2710.2%Retail/Wholesale
Stryker Corporation stock logo
SYK
Stryker
$24,496,994$316,118 1.3%61,9170.2%Medical

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