Congress-Wealth-Management-Llc--De-

Filing Details

13F-HR2025-03-31
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
Manager Name
Congress-Wealth-Management-Llc--De-
Data Enrichment
72% identified
762 identified302 unidentified

Holdings

1,064 positions • $8.3B total value
Manager:
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APPLIED MATERIALS INC /DE
Shares:68.5K
Value:$9.9M
% of Portfolio:0.1% ($9.9M/$8.3B)
MERIT MEDICAL SYSTEMS INC
Shares:91.9K
Value:$9.7M
% of Portfolio:0.1% ($9.7M/$8.3B)
46434G103
Shares:179.6K
Value:$9.7M
% of Portfolio:0.1% ($9.7M/$8.3B)
922908595
Shares:38.3K
Value:$9.7M
% of Portfolio:0.1% ($9.7M/$8.3B)
Enpro Inc.
Shares:59.6K
Value:$9.6M
% of Portfolio:0.1% ($9.6M/$8.3B)
CACI INTERNATIONAL INC /DE/
Shares:26.3K
Value:$9.6M
% of Portfolio:0.1% ($9.6M/$8.3B)
SAIA INC
Shares:27.5K
Value:$9.6M
% of Portfolio:0.1% ($9.6M/$8.3B)
35473P744
Shares:325.2K
Value:$9.6M
% of Portfolio:0.1% ($9.6M/$8.3B)
AT&T INC.
Shares:347.9K
Value:$9.6M
% of Portfolio:0.1% ($9.6M/$8.3B)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:42.0K
Value:$9.5M
% of Portfolio:0.1% ($9.5M/$8.3B)
Integer Holdings Corp
Shares:80.8K
Value:$9.5M
% of Portfolio:0.1% ($9.5M/$8.3B)
InterDigital, Inc.
Shares:45.8K
Value:$9.5M
% of Portfolio:0.1% ($9.5M/$8.3B)
RAMBUS INC
Shares:182.7K
Value:$9.5M
% of Portfolio:0.1% ($9.5M/$8.3B)
MONOLITHIC POWER SYSTEMS INC
Shares:16.3K
Value:$9.4M
% of Portfolio:0.1% ($9.4M/$8.3B)
BridgeBio Pharma, Inc.
Shares:272.5K
Value:$9.4M
% of Portfolio:0.1% ($9.4M/$8.3B)
ARES CAPITAL CORP
Shares:423.8K
Value:$9.4M
% of Portfolio:0.1% ($9.4M/$8.3B)
Champion Homes, Inc.
Shares:98.8K
Value:$9.4M
% of Portfolio:0.1% ($9.4M/$8.3B)
92204A306
Shares:72.1K
Value:$9.4M
% of Portfolio:0.1% ($9.4M/$8.3B)
464287226
Shares:94.1K
Value:$9.3M
% of Portfolio:0.1% ($9.3M/$8.3B)
Walt Disney Co
Shares:93.8K
Value:$9.3M
% of Portfolio:0.1% ($9.3M/$8.3B)