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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 $7.28 billion in total holdings as of December 31, 2024.
  • Congress Wealth Management LLC / De / owns shares of 871 different stocks, but just 188 companies or ETFs make up 80% of its holdings.
  • Approximately 9.58% of the portfolio was purchased this quarter.
  • About 10.43% of the portfolio was sold this quarter.
  • This quarter, Congress Wealth Management LLC / De / has purchased 837 new stocks and bought additional shares in 374 stocks.
  • Congress Wealth Management LLC / De / sold shares of 370 stocks and completely divested from 72 stocks this quarter.

Largest Holdings

Apple
$198,526,781
Microsoft
$125,565,131

Largest New Holdings this Quarter

ARISTA NETWORKS INC
$29,904,195 Holding
Baker Hughes
$13,803,679 Holding
GoDaddy
$13,627,607 Holding
Shopify
$13,448,403 Holding

Largest Purchases this Quarter

iShares MBS ETF
499,269 shares (about $45.77M)
Consumer Discretionary Select Sector SPDR Fund
175,964 shares (about $39.48M)
ARISTA NETWORKS INC
270,552 shares (about $29.90M)
Materials Select Sector SPDR Fund
296,622 shares (about $24.96M)
Dell Technologies
199,325 shares (about $22.97M)

Largest Sales this Quarter

Janus Henderson Mortgage-Backed Securities ETF
1,069,749 shares (about $47.26M)
Health Care Select Sector SPDR Fund
324,803 shares (about $44.68M)
AbbVie
93,697 shares (about $16.65M)
iShares MSCI Eurozone ETF
351,876 shares (about $16.61M)
UnitedHealth Group
30,171 shares (about $15.26M)

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
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$231,125,651$5,228,219 -2.2%994,0023.2%ETF
Apple Inc. stock logo
AAPL
Apple
$198,526,781$17,907,335 9.9%792,7732.7%Computer and Technology
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$138,521,988$2,243,141 -1.6%2,866,1691.9%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$125,565,131$9,364,128 -6.9%297,8981.7%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$117,937,288$963,242 0.8%673,0411.6%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$117,216,109$1,303,555 -1.1%872,8571.6%Computer and Technology
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$98,063,135$2,424,026 -2.4%1,012,9441.3%ETF
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$90,903,783$47,261,550 -34.2%2,057,5761.2%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$82,139,079$3,761,264 -4.4%2,946,1641.1%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$80,166,407$10,008,754 14.3%1,287,6041.1%Consumer Staples
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$79,121,468$1,473,870 -1.8%1,761,3861.1%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$77,587,747$111,113 -0.1%1,319,7431.1%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$68,826,134$2,066,408 -2.9%1,703,1940.9%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$68,727,816$39,477,646 135.0%306,3410.9%Finance
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$65,631,188$464,087 -0.7%2,505,9630.9%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$65,114,970$15,262,135 -19.0%111,2090.9%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$64,651,206$261,629 0.4%330,1390.9%ETF
Invesco KBW Bank ETF stock logo
KBWB
Invesco KBW Bank ETF
$63,782,622$888,630 -1.4%976,0150.9%Manufacturing
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$58,446,874$1,095,378 -1.8%1,124,1940.8%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$57,798,444$2,881,487 -4.7%263,4490.8%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$55,705,120$16,081,089 40.6%294,2680.8%Computer and Technology
PROFESIONALLY MANAGED PORTFO
$54,641,718$8,043,820 17.3%2,235,7480.8%CONGRESS INTERME
JANUS DETROIT STR TR
$52,836,245$3,977,616 8.1%1,019,8060.7%HENDERSON SECURI
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$52,788,761$901,452 1.7%330,9210.7%Manufacturing
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$51,773,775$2,400,710 -4.4%56,5030.7%Retail/Wholesale
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$51,231,073$45,773,076 838.6%558,8020.7%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$49,928,728$176,230 0.4%483,3370.7%ETF
Visa Inc. stock logo
V
Visa
$49,352,968$3,438,548 -6.5%156,1590.7%Business Services
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$48,883,082$389,750 0.8%784,5120.7%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$48,764,899$722,416 1.5%382,1990.7%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$46,998,467$44,683,294 -48.7%341,6320.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$46,316,479$191,769 -0.4%193,2180.6%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$45,571,692$523,101 1.2%395,5170.6%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$42,711,568$582,198 -1.3%564,8920.6%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$42,301,600$7,072,343 20.1%72,1760.6%Finance
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$41,773,914$424,361 -1.0%487,6700.6%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$41,409,722$864,831 2.1%855,2180.6%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$41,338,225$840,224 2.1%106,2700.6%Retail/Wholesale
Eaton Co. plc stock logo
ETN
Eaton
$41,215,793$870,499 2.2%124,1920.6%Industrial Products
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$37,595,979$2,422,019 6.9%69,7740.5%ETF
Real Estate Select Sector SPDR Fund stock logo
XLRE
Real Estate Select Sector SPDR Fund
$37,526,542$692,814 -1.8%922,7070.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$37,525,392$692,513 1.9%48,6060.5%Medical
Cintas Co. stock logo
CTAS
Cintas
$37,478,704$441,771 1.2%205,1370.5%Business Services
FJP
First Trust Japan AlphaDEX Fund
$37,406,077$507,189 1.4%723,8000.5%Manufacturing
Invesco QQQ stock logo
QQQ
Invesco QQQ
$36,838,755$1,872,178 5.4%72,0570.5%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$36,280,291$1,129,338 -3.0%300,3070.5%Retail/Wholesale
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$34,901,972$156,620 -0.4%211,2570.5%ETF
SPDR Portfolio Corporate Bond ETF stock logo
SPBO
SPDR Portfolio Corporate Bond ETF
$32,797,770$482,069 1.5%1,145,1720.5%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$32,694,197$12,979,411 -28.4%171,6750.4%Computer and Technology
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$31,931,492$223,135 0.7%61,8210.4%Construction
WisdomTree Emerging Markets SmallCap Dividend Fund stock logo
DGS
WisdomTree Emerging Markets SmallCap Dividend Fund
$31,885,439$538,218 1.7%651,7870.4%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$31,880,514$15,168,042 90.8%141,1310.4%Multi-Sector Conglomerates
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$31,578,265$21,087,858 201.0%1,362,3040.4%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$30,463,854$8,205,353 -21.2%53,1990.4%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$30,444,652$6,362,330 26.4%75,8110.4%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$30,080,194$1,101,647 -3.5%228,2950.4%ETF
ARISTA NETWORKS INC
$29,904,195$29,904,195 New Holding270,5520.4%COM SHS
Broadcom Inc. stock logo
AVGO
Broadcom
$29,540,256$1,461,781 5.2%127,4140.4%Computer and Technology
Parker-Hannifin Co. stock logo
PH
Parker-Hannifin
$29,135,070$11,768,899 67.8%45,8060.4%Industrial Products
ServiceNow, Inc. stock logo
NOW
ServiceNow
$29,069,606$442,087 1.5%27,4200.4%Computer and Technology
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$29,020,591$33,724 0.1%369,1700.4%ETF
MATTHEWS INTL FDS
$28,941,768$278,473 1.0%1,106,3360.4%PACIFIC TIGER AC
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$28,940,510$9,827,698 -25.3%63,8460.4%Finance
Ollie's Bargain Outlet Holdings, Inc. stock logo
OLLI
Ollie's Bargain Outlet
$28,766,486$16,664,475 137.7%262,1570.4%Consumer Staples
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$28,731,143$16,608,565 -36.6%608,7100.4%ETF
iShares MSCI Europe Financials ETF stock logo
EUFN
iShares MSCI Europe Financials ETF
$28,103,417$44,456 0.2%1,206,1540.4%ETF
Fidelity MSCI Information Technology Index ETF stock logo
FTEC
Fidelity MSCI Information Technology Index ETF
$27,320,363$3,133,029 13.0%147,7710.4%ETF
DMBS
DoubleLine Mortgage ETF
$26,519,388$2,355,941 9.8%551,3380.4%ETF
The Allstate Co. stock logo
ALL
Allstate
$25,979,395$10,236,831 -28.3%134,7540.4%Finance
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$25,687,198$131,919 -0.5%382,8190.4%ETF
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$25,606,417$43,469 0.2%315,1550.4%ETF
SPS Commerce, Inc. stock logo
SPSC
SPS Commerce
$25,385,651$1,026,848 -3.9%137,9730.3%Business Services
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$24,957,938$24,957,938 New Holding296,6220.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$24,781,928$12,741,829 105.8%42,0960.3%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$24,595,104$11,614,316 -32.1%228,6410.3%Oils/Energy
Ecolab Inc. stock logo
ECL
Ecolab
$24,405,392$292,669 1.2%104,1530.3%Basic Materials
Sprouts Farmers Market, Inc. stock logo
SFM
Sprouts Farmers Market
$24,299,339$9,536,729 64.6%191,2280.3%Retail/Wholesale
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$23,804,017$526,067 -2.2%466,6530.3%Manufacturing
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$23,540,786$22,970,345 4,026.8%204,2750.3%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$23,526,775$342,413 1.5%45,0730.3%Medical
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$22,993,975$926,762 -3.9%231,1400.3%Medical
Franklin FTSE United Kingdom ETF stock logo
FLGB
Franklin FTSE United Kingdom ETF
$22,968,743$47,378 -0.2%877,0040.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$22,774,782$3,526,072 -13.4%384,7090.3%Computer and Technology
Salesforce, Inc. stock logo
CRM
Salesforce
$22,229,066$592,436 -2.6%66,4880.3%Computer and Technology
Fidelity MSCI Financials Index ETF stock logo
FNCL
Fidelity MSCI Financials Index ETF
$22,040,081$169,229 0.8%320,9070.3%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$21,998,404$601,474 2.8%60,6400.3%Industrial Products
The Trade Desk, Inc. stock logo
TTD
Trade Desk
$21,937,181$4,577,837 -17.3%186,6500.3%Computer and Technology
Tractor Supply stock logo
TSCO
Tractor Supply
$21,879,445$17,630,613 415.0%412,3530.3%Retail/Wholesale
Oracle Co. stock logo
ORCL
Oracle
$21,847,774$329,615 -1.5%131,1070.3%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$21,141,688$4,246,907 -16.7%99,5080.3%Computer and Technology
Boston Scientific Co. stock logo
BSX
Boston Scientific
$21,024,873$1,187,337 6.0%235,3870.3%Medical
Deckers Outdoor Co. stock logo
DECK
Deckers Outdoor
$20,606,729$4,070,330 -16.5%101,4660.3%Retail/Wholesale
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$20,502,329$377,546 1.9%187,4580.3%Aerospace
McDonald's Co. stock logo
MCD
McDonald's
$20,479,459$428,467 -2.0%70,6440.3%Retail/Wholesale
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$20,189,438$13,449,597 -40.0%104,6880.3%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$20,140,334$2,305,992 -10.3%280,9350.3%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$20,071,181$859,947 -4.1%501,9040.3%Computer and Technology
Copart, Inc. stock logo
CPRT
Copart
$19,996,309$1,054,313 -5.0%348,4280.3%Business Services
Curtiss-Wright Co. stock logo
CW
Curtiss-Wright
$19,742,421$112,495 -0.6%55,6320.3%Aerospace
Arthur J. Gallagher & Co. stock logo
AJG
Arthur J. Gallagher & Co.
$19,662,126$537,339 2.8%69,2680.3%Finance

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