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

Vanguard Total Stock Market ETF: $395,510,661
Apple: $394,343,895
Microsoft: $244,026,212
NVIDIA: $201,585,128
Financial Select Sector SPDR Fund: $150,802,861

Largest New Holdings this Quarter

78464A334 - SPDR Bloomberg Short Term International Treasury Bond ETF: $30,674,971 Holding
33739H101 - First Trust Global Tactical Commodity Strategy Fund: $19,921,822 Holding
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

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
VTI Vanguard Total Stock Market ETF	$395,510,661	$375,185,030 â–²	1,845.9%	1,301,321	3.8%	ETF
AAPL Apple	$394,343,895	$33,142,561 â–²	9.2%	1,922,034	3.8%	Computer and Technology
MSFT Microsoft	$244,026,212	$39,155,833 â–²	19.1%	490,591	2.4%	Computer and Technology
NVDA NVIDIA	$201,585,128	$24,858,371 â–²	14.1%	1,275,965	2.0%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$150,802,861	$849,756 â–²	0.6%	2,879,565	1.5%	ETF
META Meta Platforms	$130,467,439	$28,366,530 â–²	27.8%	176,762	1.3%	Computer and Technology
RSP Invesco S&P 500 Equal Weight ETF	$130,108,752	$6,611,356 â–²	5.4%	715,904	1.3%	ETF
JANUS DETROIT STR TR	$120,027,863	$35,255,750 â–²	41.6%	2,281,029	1.2%	HENDERSON SECURI
JMBS Janus Henderson Mortgage-Backed Securities ETF	$118,557,150	$3,555,395 â–²	3.1%	2,631,676	1.1%	ETF
XLC Communication Services Select Sector SPDR Fund	$110,687,489	$1,911,109 â–²	1.8%	1,019,877	1.1%	ETF
VOO Vanguard S&P 500 ETF	$108,109,599	$64,827,133 â–²	149.8%	190,320	1.0%	ETF
AVEM Avantis Emerging Markets Equity ETF	$90,443,993	$1,073,818 â–²	1.2%	1,319,578	0.9%	ETF
BRK.B Berkshire Hathaway	$90,425,899	$27,604,120 â–²	43.9%	186,148	0.9%	Finance
AVGO Broadcom	$84,336,099	$16,477,890 â–²	24.3%	305,952	0.8%	Computer and Technology
V Visa	$82,199,041	$16,497,966 â–²	25.1%	231,511	0.8%	Business Services
KO CocaCola	$82,024,968	$690,238 â–²	0.8%	1,159,362	0.8%	Consumer Staples
JPM JPMorgan Chase & Co.	$76,454,016	$6,076,232 â–²	8.6%	263,716	0.7%	Finance
GOOGL Alphabet	$74,938,827	$11,531,138 â–²	18.2%	425,231	0.7%	Computer and Technology
BND Vanguard Total Bond Market ETF	$72,459,662	$69,359,464 â–²	2,237.3%	984,103	0.7%	ETF
BSV Vanguard Short-Term Bond ETF	$72,280,437	$68,369,122 â–²	1,748.0%	918,429	0.7%	ETF
XLV Health Care Select Sector SPDR Fund	$72,167,663	$5,256,976 â–²	7.9%	535,405	0.7%	ETF
VIG Vanguard Dividend Appreciation ETF	$70,826,920	$2,161,528 â–²	3.1%	346,053	0.7%	ETF
PROFESIONALLY MANAGED PORTFO	$67,722,353	$5,668,542 â–²	9.1%	2,715,409	0.7%	CONGRESS INTERME
SPTL SPDR Portfolio Long Term Treasury ETF	$66,760,713	$1,186,027 â–²	1.8%	2,511,689	0.6%	ETF
GLDM SPDR Gold MiniShares Trust	$62,074,470	$9,738,178 â–¼	-13.6%	947,412	0.6%	Finance
PAVE Global X U.S. Infrastructure Development ETF	$61,061,324	$9,907,882 â–²	19.4%	1,401,130	0.6%	ETF
IJH iShares Core S&P Mid-Cap ETF	$60,113,464	$10,419,684 â–²	21.0%	969,258	0.6%	ETF
GOOG Alphabet	$59,610,741	$15,332,060 â–²	34.6%	336,042	0.6%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$58,917,599	$2,328,266 â–²	4.1%	441,958	0.6%	Financial Services
ANGEL OAK FUNDS TRUST	$58,601,148	$1,674,474 â–²	2.9%	6,786,466	0.6%	MORTGAGE BACKED
VUG Vanguard Growth ETF	$57,989,151	$5,452,444 â–²	10.4%	132,273	0.6%	ETF
VXUS Vanguard Total International Stock ETF	$57,770,746	$52,956,966 â–²	1,100.1%	836,166	0.6%	ETF
SPY SPDR S&P 500 ETF Trust	$55,947,279	$10,120,051 â–²	22.1%	90,549	0.5%	Finance
IYW iShares U.S. Technology ETF	$54,793,108	$399,736 â–¼	-0.7%	316,228	0.5%	Manufacturing
EFA iShares MSCI EAFE ETF	$52,667,790	$3,437,767 â–²	7.0%	589,190	0.5%	Finance
VONG Vanguard Russell 1000 Growth ETF	$51,220,350	$1,270,197 â–¼	-2.4%	469,420	0.5%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$51,130,052	$864,279 â–²	1.7%	631,465	0.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$50,909,057	$3,357,288 â–²	7.1%	465,815	0.5%	ETF
KBWB Invesco KBW Bank ETF	$49,615,541	$18,842,031 â–¼	-27.5%	692,760	0.5%	Manufacturing
HD Home Depot	$49,520,054	$6,995,203 â–²	16.4%	135,063	0.5%	Retail/Wholesale
VTV Vanguard Value ETF	$48,515,149	$11,412,283 â–²	30.8%	274,500	0.5%	ETF
ETN Eaton	$45,667,256	$107,813 â–²	0.2%	127,921	0.4%	Industrials
XLE Energy Select Sector SPDR Fund	$45,134,561	$1,880,158 â–²	4.3%	532,183	0.4%	ETF
VB Vanguard Small-Cap ETF	$45,082,687	$40,019,810 â–²	790.5%	190,237	0.4%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$44,792,384	$1,054,014 â–²	2.4%	891,034	0.4%	Manufacturing
XLU Utilities Select Sector SPDR Fund	$44,136,536	$43,304,908 â–²	5,207.2%	540,490	0.4%	ETF
XOM ExxonMobil	$43,372,506	$5,917,177 â–²	15.8%	402,340	0.4%	Energy
FJP First Trust Japan AlphaDEX Fund	$43,196,871	$291,912 â–²	0.7%	723,322	0.4%	Manufacturing
CTAS Cintas	$42,210,590	$3,992,080 â–¼	-8.6%	189,394	0.4%	Business Services
TJX TJX Companies	$41,337,887	$1,680,621 â–²	4.2%	334,787	0.4%	Retail/Wholesale
XLRE Real Estate Select Sector SPDR Fund	$39,158,514	$306,923 â–²	0.8%	945,399	0.4%	ETF
DGS WisdomTree Emerging Markets SmallCap Dividend Fund	$38,795,704	$1,194,069 â–²	3.2%	702,311	0.4%	Finance
PH Parker-Hannifin	$38,730,632	$6,353,475 â–²	19.6%	55,449	0.4%	Industrials
LLY Eli Lilly and Company	$38,225,720	$16,080,724 â–¼	-29.6%	49,047	0.4%	Medical
EZU iShares MSCI Eurozone ETF	$37,635,157	$1,694,508 â–²	4.7%	633,054	0.4%	ETF
XLG Invesco S&P 500 Top 50 ETF	$37,504,990	$35,356,333 â–²	1,645.5%	719,865	0.4%	ETF
MA Mastercard	$37,343,793	$17,518,741 â–²	88.4%	66,452	0.4%	Business Services
ORCL Oracle	$37,040,765	$4,077,040 â–²	12.4%	169,421	0.4%	Computer and Technology
ALL Allstate	$36,846,628	$10,002,962 â–²	37.3%	183,033	0.4%	Finance
CSCO Cisco Systems	$36,815,878	$7,036,673 â–²	23.6%	530,640	0.4%	Computer and Technology
XLI Industrial Select Sector SPDR Fund	$35,800,032	$1,211,888 â–²	3.5%	242,677	0.3%	ETF
HWM Howmet Aerospace	$35,686,856	$238,434 â–¼	-0.7%	191,730	0.3%	Aerospace
NFLX Netflix	$35,595,264	$2,749,326 â–²	8.4%	26,580	0.3%	Consumer Discretionary
VONV Vanguard Russell 1000 Value ETF	$34,933,494	$7,716,114 â–²	28.3%	409,969	0.3%	ETF
PNC The PNC Financial Services Group	$34,580,256	$14,505,270 â–²	72.3%	185,495	0.3%	Finance
SPBO SPDR Portfolio Corporate Bond ETF	$34,476,692	$1,141,597 â–²	3.4%	1,179,900	0.3%	ETF
OLLI Ollie's Bargain Outlet	$33,720,786	$362,922 â–²	1.1%	255,887	0.3%	Consumer Staples
VNQ Vanguard Real Estate ETF	$33,637,714	$28,534,902 â–²	559.2%	377,695	0.3%	ETF
SCHX Schwab US Large-Cap ETF	$33,280,823	$9,580 â–²	0.0%	1,361,734	0.3%	ETF
VGT Vanguard Information Technology ETF	$33,256,161	$6,134,252 â–²	22.6%	50,137	0.3%	ETF
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF	$32,812,608	$3,266,436 â–¼	-9.1%	187,919	0.3%	ETF
MATTHEWS INTL FDS	$32,695,312	$179,676 â–²	0.6%	1,118,740	0.3%	PACIFIC TIGER AC
DMBS DoubleLine Mortgage ETF	$31,648,921	$2,967,763 â–²	10.3%	644,973	0.3%	ETF
AXP American Express	$31,413,566	$15,365,151 â–²	95.7%	98,480	0.3%	Finance
MLM Martin Marietta Materials	$31,180,011	$3,321,286 â–¼	-9.6%	56,797	0.3%	Construction
VZ Verizon Communications	$31,108,696	$3,320,543 â–²	11.9%	718,943	0.3%	Computer and Technology
BSX Boston Scientific	$31,086,817	$5,169,876 â–²	19.9%	289,421	0.3%	Medical
PG Procter & Gamble	$30,921,845	$6,985,312 â–²	29.2%	194,084	0.3%	Consumer Staples
DELL Dell Technologies	$30,762,079	$3,390,505 â–²	12.4%	250,914	0.3%	Computer and Technology
BWZ SPDR Bloomberg Short Term International Treasury Bond ETF	$30,674,971	$30,674,971 â–²	New Holding	1,092,802	0.3%	ETF
IWF iShares Russell 1000 Growth ETF	$30,153,232	$918,033 â–¼	-3.0%	71,209	0.3%	ETF
IWY iShares Russell Top 200 Growth ETF	$29,610,952	$17,383,739 â–²	142.2%	120,120	0.3%	ETF
VHT Vanguard Health Care ETF	$29,555,360	$2,022,492 â–²	7.3%	119,011	0.3%	ETF
ADI Analog Devices	$29,312,427	$3,770,509 â–²	14.8%	123,150	0.3%	Computer and Technology
EWJ iShares MSCI Japan ETF	$29,273,409	$448,773 â–²	1.6%	390,466	0.3%	ETF
NOW ServiceNow	$29,246,455	$459,514 â–²	1.6%	28,450	0.3%	Computer and Technology
CAT Caterpillar	$28,426,556	$560,192 â–¼	-1.9%	73,224	0.3%	Industrials
ARISTA NETWORKS INC	$28,240,378	$593,604 â–²	2.1%	276,027	0.3%	COM SHS
XLY Consumer Discretionary Select Sector SPDR Fund	$27,808,985	$19,245,152 â–¼	-40.9%	127,955	0.3%	Finance
ECL Ecolab	$27,095,759	$1,903,636 â–¼	-6.6%	100,561	0.3%	Basic Materials
EUFN iShares MSCI Europe Financials ETF	$26,857,753	$176,591 â–²	0.7%	849,120	0.3%	ETF
FLGB Franklin FTSE United Kingdom ETF	$26,707,178	$147,177 â–²	0.6%	871,928	0.3%	ETF
ISRG Intuitive Surgical	$26,606,067	$361,296 â–²	1.4%	48,971	0.3%	Medical
ABBV AbbVie	$26,241,287	$6,401,708 â–²	32.3%	141,370	0.3%	Medical
TPL Texas Pacific Land	$25,827,085	$378,194 â–²	1.5%	24,448	0.3%	Energy
SPSM SPDR Portfolio S&P 600 Small Cap ETF	$25,422,556	$22,042,535 â–¼	-46.4%	596,772	0.2%	ETF
ACN Accenture	$25,258,014	$6,306,732 â–²	33.3%	84,504	0.2%	Computer and Technology
ORLY O'Reilly Automotive	$24,794,166	$23,144,532 â–²	1,403.0%	275,096	0.2%	Retail/Wholesale
MCD McDonald's	$24,622,020	$147,549 â–²	0.6%	84,271	0.2%	Retail/Wholesale
SYK Stryker	$24,496,994	$316,118 â–²	1.3%	61,917	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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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

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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