Congress Wealth Management LLC / De /

Filing Details

13F-HR • 2025-03-31
SEC
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

1,064 positions
Manager:
SEC
Search and click to pin securities to the top
Page 10 of 54
Dynatrace, Inc.
DT|268150109
Shares:
236222(-12.9%)
Value:
$11.1B(-24.5%)
APTARGROUP, INC.
ATR|038336103
Shares:
74966(-14.9%)
Value:
$11.1B(-19.6%)
336920103
336920103
Shares:
98642(+24.6%)
Value:
$11.0B(+16.6%)
808524755
FNDF|808524755
Shares:
304874
Value:
$11.0B
808524409
808524409
Shares:
414078(+0.4%)
Value:
$11.0B(+2.4%)
GoDaddy Inc.
GDDY|380237107
Shares:
60506(-12.4%)
Value:
$10.9B(-20.0%)
921910816
MGK|921910816
Shares:
35013
Value:
$10.8B
Guidewire Software, Inc.
GWRE|40171V100
Shares:
56989
Value:
$10.7B
GARMIN LTD
GRMN|H2906T109
Shares:
48592(+1341.9%)
Value:
$10.6B(+1417.8%)
DECKERS OUTDOOR CORP
DECK|243537107
Shares:
93842(-7.5%)
Value:
$10.5B(-49.1%)
Phillips 66
PSX|718546104
Shares:
84805(+29.6%)
Value:
$10.5B(+40.5%)
464289438
464289438
Shares:
49601
Value:
$10.5B
STERLING INFRASTRUCTURE, INC.
STRL|859241101
Shares:
91617(+3.6%)
Value:
$10.4B(-30.4%)
Texas Roadhouse, Inc.
TXRH|882681109
Shares:
62118(+3787.2%)
Value:
$10.4B(+3493.8%)
PJT Partners Inc.
PJT|69343T107
Shares:
74859(+12.5%)
Value:
$10.3B(-1.7%)
HOULIHAN LOKEY, INC.
HLI|441593100
Shares:
63750
Value:
$10.3B
69374H881
69374H881
Shares:
185855(+3202.9%)
Value:
$10.2B(+3102.4%)
DEXCOM INC
DXCM|252131107
Shares:
148679(-12.2%)
Value:
$10.2B(-22.9%)
92206C623
92206C623
Shares:
54370(-0.8%)
Value:
$10.1B(-12.0%)
LIGAND PHARMACEUTICALS INC
LGND|53220K504
Shares:
96314(+2.1%)
Value:
$10.1B(+0.2%)