Congress Wealth Management LLC / De /

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

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APPLIED MATERIALS INC /DE

AMAT|038222105

68458(+15.8%)

Value:

$9.9B(+3.5%)

MERIT MEDICAL SYSTEMS INC

MMSI|589889104

91893(+0.7%)

Value:

$9.7B(+10.1%)

46434G103

IEMG|46434G103

179554(+4.6%)

Value:

$9.7B(+8.2%)

922908595

VBK|922908595

38255(+13.7%)

Value:

$9.7B(+2.5%)

Enpro Inc.

NPO|29355X107

59629(+1.7%)

Value:

$9.6B(-4.6%)

CACI INTERNATIONAL INC /DE/

CACI|127190304

26293(-2.0%)

Value:

$9.6B(-9.3%)

SAIA INC

SAIA|78709Y105

27483(-13.7%)

Value:

$9.6B(-33.8%)

35473P744

325232(-1.5%)

Value:

$9.6B(+1.3%)

AT&T INC.

T|00206R102

347945(+176.0%)

Value:

$9.6B(+232.8%)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

41974(+93.2%)

Value:

$9.5B(+99.8%)

Integer Holdings Corp

ITGR|45826H109

80835(+2.2%)

Value:

$9.5B(-9.0%)

InterDigital, Inc.

IDCC|45867G101

45777(+3.5%)

Value:

$9.5B(+10.4%)

RAMBUS INC

RMBS|750917106

182656(+51.3%)

Value:

$9.5B(+48.2%)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

16256(-11.8%)

Value:

$9.4B(-13.6%)

BridgeBio Pharma, Inc.

BBIO|10806X102

272506

Value:

$9.4B

ARES CAPITAL CORP

ARCC|04010L103

423845(+196.7%)

Value:

$9.4B(+200.2%)

Champion Homes, Inc.

SKY|830830105

98791(+0.8%)

Value:

$9.4B(+8.4%)

92204A306

VDE|92204A306

72061(+764.2%)

Value:

$9.4B(+824.8%)

464287226

94087(-12.0%)

Value:

$9.3B(-10.2%)

Walt Disney Co

DIS|254687106

93822(+58.5%)

Value:

$9.3B(+40.8%)

Instrument	Shares		Other Manager	Value
Applied Materials Inc /De(AMATcusip038222105)	68.5K	QoQ +15.82% (+9.4K) YoY +95.51% (+33.4K)	All Managers (Combined)	$9.9M	QoQ +3.47% (+$333.8K) YoY +37.73% (+$2.7M)
Merit Medical Systems Inc(MMSIcusip589889104)	91.9K	QoQ +0.74% (+679) YoY +26.50% (+19.3K)	All Managers (Combined)	$9.7M	QoQ +10.10% (+$891.8K) YoY +76.54% (+$4.2M)
(IEMGcusip46434G103)	179.6K	QoQ +4.63% (+8.0K) YoY +13.39% (+21.2K)	All Managers (Combined)	$9.7M	QoQ +8.17% (+$732.4K) YoY +18.63% (+$1.5M)
(VBKcusip922908595)	38.3K	QoQ +13.73% (+4.6K) YoY +4.61% (+1.7K)	All Managers (Combined)	$9.7M	QoQ +2.48% (+$234.1K) YoY +1.26% (+$120.6K)
Enpro Inc.(NPOcusip29355X107)	59.6K	QoQ +1.70% (-1.0K) YoY -0.18% (-109)	All Managers (Combined)	$9.6M	QoQ -4.58% (-$463.2K) YoY -4.30% (-$434.5K)
Caci International Inc /De/(CACIcusip127190304)	26.3K	QoQ -1.99% (-534) YoY NEW(+26.3K)	All Managers (Combined)	$9.6M	QoQ -9.33% (-$993.0K) YoY NEW(+$9.6M)
Saia Inc(SAIAcusip78709Y105)	27.5K	QoQ -13.67% (-4.4K) YoY -16.43% (-5.4K)	All Managers (Combined)	$9.6M	QoQ -33.81% (-$4.9M) YoY -50.08% (-$9.6M)
(cusip35473P744)✕	325.2K	QoQ -1.46% (-4.8K) YoY NEW(+325.2K)	All Managers (Combined)	$9.6M	QoQ +1.25% (-$118.9K) YoY NEW(+$9.6M)
At&T Inc.(Tcusip00206R102)	347.9K	QoQ +175.96% (+221.9K) YoY +1410.24% (+324.9K)	All Managers (Combined)	$9.6M	QoQ +232.78% (+$6.7M) YoY +2256.05% (+$9.1M)
International Business Machines Corp(IBMcusip459200101)	42.0K	QoQ +93.16% (+20.2K) YoY +246.20% (+29.9K)	All Managers (Combined)	$9.5M	QoQ +99.80% (+$4.8M) YoY +312.24% (+$7.2M)
Integer Holdings Corp(ITGRcusip45826H109)	80.8K	QoQ +2.20% (-1.7K) YoY +16.59% (+11.5K)	All Managers (Combined)	$9.5M	QoQ -8.98% (-$942.2K) YoY +17.92% (+$1.5M)
Interdigital, Inc.(IDCCcusip45867G101)	45.8K	QoQ +3.47% (+1.5K) YoY NEW(+45.8K)	All Managers (Combined)	$9.5M	QoQ +10.44% (+$895.1K) YoY NEW(+$9.5M)
Rambus Inc(RMBScusip750917106)	182.7K	QoQ +51.28% (+61.9K) YoY NEW(+182.7K)	All Managers (Combined)	$9.5M	QoQ +48.18% (+$3.1M) YoY NEW(+$9.5M)
Monolithic Power Systems Inc(MPWRcusip609839105)	16.3K	QoQ -11.82% (-2.2K) YoY -46.77% (-14.3K)	All Managers (Combined)	$9.4M	QoQ -13.57% (-$1.5M) YoY -54.43% (-$11.3M)
Bridgebio Pharma, Inc.(BBIOcusip10806X102)	272.5K	QoQ NEW(+272.5K) YoY NEW(+272.5K)	All Managers (Combined)	$9.4M	QoQ NEW(+$9.4M) YoY NEW(+$9.4M)
Ares Capital Corp(ARCCcusip04010L103)	423.8K	QoQ +196.66% (+281.0K) YoY NEW(+423.8K)	All Managers (Combined)	$9.4M	QoQ +200.20% (+$6.3M) YoY NEW(+$9.4M)
Champion Homes, Inc.(SKYcusip830830105)	98.8K	QoQ +0.80% (+792) YoY +11.17% (+9.9K)	All Managers (Combined)	$9.4M	QoQ +8.42% (+$727.7K) YoY +23.92% (+$1.8M)
(VDEcusip92204A306)	72.1K	QoQ +764.24% (+63.7K) YoY +253.11% (+51.7K)	All Managers (Combined)	$9.4M	QoQ +824.82% (+$8.3M) YoY +248.11% (+$6.7M)
(cusip464287226)✕	94.1K	QoQ -12.00% (-12.8K) YoY -17.13% (-19.4K)	All Managers (Combined)	$9.3M	QoQ -10.18% (-$1.1M) YoY -16.31% (-$1.8M)
Walt Disney Co(DIScusip254687106)	93.8K	QoQ +58.51% (+34.6K) YoY +1237.25% (+86.8K)	All Managers (Combined)	$9.3M	QoQ +40.81% (+$2.7M) YoY +981.00% (+$8.4M)