Congress Wealth Management LLC / De /

Investment Portfolio & 13F Holdings Analysis

About

Congress Wealth Management LLC / DE / is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1064 holdings worth $8.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 1,064
Total Value: 8341187219
Accession Number: 0001951757-25-000560
Form Type: 13F-HR
CIK: 0001904976
Manager Name: Congress Wealth Management LLC / De /

Data Enrichment

72% identified

762 identified302 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,064 positions • $8,341,187.219K total value

1,064 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

Page 1 of 54

Sort by:

Apple Inc.

AAPL|037833100

1760497(+122.1%)

Value:

$390.4B(+96.7%)

81369Y803

XLK|81369Y803

1003072(+0.9%)

Value:

$207.1B(-10.4%)

MICROSOFT CORP

MSFT|594918104

411872(+38.3%)

Value:

$155.5B(+23.9%)

81369Y605

2863339(-0.1%)

Value:

$142.6B(+3.0%)

NVIDIA CORP

NVDA|67066G104

1118620(+28.1%)

Value:

$122.0B(+4.0%)

46137V357

RSP|46137V357

679526(+1.0%)

Value:

$117.7B(-0.2%)

47103U852

2552755(+24.1%)

Value:

$115.4B(+26.9%)

81369Y852

1002268(-1.1%)

Value:

$96.7B(-1.4%)

47103U746

1611023(+58.0%)

Value:

$84.3B(+59.6%)

COCA COLA CO

KO|191216100

1149606(-10.7%)

Value:

$82.3B(+2.7%)

Meta Platforms, Inc.

META|30303M102

138330(+24.4%)

Value:

$79.9B(+22.7%)

025072604

AVEM|025072604

1303911(-1.2%)

Value:

$78.5B(+1.1%)

78464A672

2572797(-12.7%)

Value:

$73.5B(-10.5%)

81369Y209

496404(+45.3%)

Value:

$72.5B(+54.2%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

129323(+102.5%)

Value:

$68.7B(+137.3%)

AMAZON COM INC

AMZN|023135106

357479(+35.7%)

Value:

$68.3B(+18.2%)

98149E303

1096041(-2.5%)

Value:

$67.8B(+16.1%)

78464A664

2467068(-1.6%)

Value:

$67.3B(+2.5%)

921908844

VIG|921908844

335492(+1.6%)

Value:

$65.1B(+0.7%)

VISA INC.

V|92826C839

185045(+18.5%)

Value:

$64.8B(+31.3%)

Instrument	Shares		Other Manager	Value
Apple Inc.(AAPLcusip037833100)	1.8M	QoQ +122.06% (+967.7K) YoY +235.87% (+1.2M)	All Managers (Combined)	$390.4M	QoQ +96.65% (+$191.9M) YoY +334.35% (+$300.5M)
(XLKcusip81369Y803)	1.0M	QoQ +0.91% (-9.1K) YoY -2.35% (-24.2K)	All Managers (Combined)	$207.1M	QoQ -10.37% (-$24.0M) YoY -3.18% (-$6.8M)
Microsoft Corp(MSFTcusip594918104)	411.9K	QoQ +38.25% (+114.0K) YoY +137.20% (+238.2K)	All Managers (Combined)	$155.5M	QoQ +23.85% (+$30.0M) YoY +112.88% (+$82.5M)
(cusip81369Y605)✕	2.9M	QoQ -0.09% (-2.8K) YoY -0.58% (-17.0K)	All Managers (Combined)	$142.6M	QoQ +2.96% (-$4.1M) YoY +17.56% (-$21.3M)
Nvidia Corp(NVDAcusip67066G104)	1.1M	QoQ +28.15% (+245.8K) YoY +1239.52% (+1.0M)	All Managers (Combined)	$122.0M	QoQ +4.04% (+$4.7M) YoY +61.61% (+$46.5M)
(RSPcusip46137V357)	679.5K	QoQ +0.96% (-6.5K) YoY NEW(+679.5K)	All Managers (Combined)	$117.7M	QoQ -0.17% (-$210.8K) YoY NEW(+$117.7M)
(cusip47103U852)✕	2.6M	QoQ +24.06% (+495.2K) YoY -22.59% (-745.4K)	All Managers (Combined)	$115.4M	QoQ +26.93% (+$24.5M) YoY -22.42% (-$33.4M)
(cusip81369Y852)✕	1.0M	QoQ -1.05% (-10.7K) YoY -11.03% (-124.3K)	All Managers (Combined)	$96.7M	QoQ -1.41% (-$1.4M) YoY +5.08% (-$4.7M)
(cusip47103U746)✕	1.6M	QoQ +57.97% (+591.2K) YoY +111.25% (+848.4K)	All Managers (Combined)	$84.3M	QoQ +59.61% (+$31.5M) YoY +114.19% (+$45.0M)
Coca Cola Co(KOcusip191216100)	1.1M	QoQ -10.71% (-138.0K) YoY +10.39% (+108.3K)	All Managers (Combined)	$82.3M	QoQ +2.66% (-$2.1M) YoY +29.18% (+$18.6M)
Meta Platforms, Inc.(METAcusip30303M102)	138.3K	QoQ +24.38% (+27.1K) YoY +121.37% (+75.8K)	All Managers (Combined)	$79.9M	QoQ +22.69% (+$14.8M) YoY +163.30% (+$49.6M)
(AVEMcusip025072604)	1.3M	QoQ -1.19% (-15.8K) YoY +14.20% (+162.2K)	All Managers (Combined)	$78.5M	QoQ +1.12% (-$871.1K) YoY +18.56% (+$12.3M)
(cusip78464A672)✕	2.6M	QoQ -12.67% (-373.4K) YoY -26.76% (-940.4K)	All Managers (Combined)	$73.5M	QoQ -10.48% (-$8.6M) YoY -25.72% (-$25.5M)
(cusip81369Y209)✕	496.4K	QoQ +45.30% (+154.8K) YoY -27.60% (-189.3K)	All Managers (Combined)	$72.5M	QoQ +54.22% (+$25.5M) YoY -28.44% (-$28.8M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	129.3K	QoQ +102.55% (+65.5K) YoY +806.63% (+115.1K)	All Managers (Combined)	$68.7M	QoQ +137.28% (+$39.7M) YoY +1044.80% (+$62.7M)
Amazon Com Inc(AMZNcusip023135106)	357.5K	QoQ +35.69% (+94.0K) YoY +96.89% (+175.9K)	All Managers (Combined)	$68.3M	QoQ +18.19% (+$10.5M) YoY +108.58% (+$35.6M)
(cusip98149E303)✕	1.1M	QoQ -2.50% (-28.2K) YoY -28.08% (-428.1K)	All Managers (Combined)	$67.8M	QoQ +16.06% (-$9.4M) YoY +1.03% (-$693.9K)
(cusip78464A664)✕	2.5M	QoQ -1.55% (-38.9K) YoY -35.87% (-1.4M)	All Managers (Combined)	$67.3M	QoQ +2.47% (-$1.6M) YoY -37.43% (-$40.2M)
(VIGcusip921908844)	335.5K	QoQ +1.62% (+5.4K) YoY +14025.97% (+333.1K)	All Managers (Combined)	$65.1M	QoQ +0.67% (+$436.3K) YoY +14905.96% (+$64.7M)
Visa Inc.(Vcusip92826C839)	185.0K	QoQ +18.49% (+28.9K) YoY +44.32% (+56.8K)	All Managers (Combined)	$64.8M	QoQ +31.30% (+$15.5M) YoY +81.10% (+$29.0M)