Congress-Wealth-Management-Llc--De-
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Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified762 identified302 unidentified
Holdings
1,064 positions • $8.3B total value
Manager:
Search and click to pin securities to the top
Page 13 of 54
35473P819
Shares:374.0K
Value:$8.0M
% of Portfolio:0.1% ($8.0M/$8.3B)
97717X594
Shares:179.5K
Value:$7.8M
% of Portfolio:0.1% ($7.8M/$8.3B)
46138E651
Shares:185.1K
Value:$7.4M
% of Portfolio:0.1% ($7.4M/$8.3B)
33733E203
Shares:43.5K
Value:$7.4M
% of Portfolio:0.1% ($7.4M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 97.3K | All Managers (Combined) | $8.2M | 0.1% ($8.2M/$8.3B) | |||
Vericel Corp(VCELcusip92346J108) | 182.9K | All Managers (Combined) | $8.2M | 0.1% ($8.2M/$8.3B) | ||
| 88.7K | All Managers (Combined) | $8.2M | 0.1% ($8.2M/$8.3B) | |||
(cusip35473P819)✕ | 374.0K | YoY NEW(+374.0K) | All Managers (Combined) | $8.0M | 0.1% ($8.0M/$8.3B) | YoY NEW(+$8.0M) |
| 29.2K | QoQ +1.11% (+322)YoY NEW(+29.2K) | All Managers (Combined) | $8.0M | 0.1% ($8.0M/$8.3B) | YoY NEW(+$8.0M) | |
| 38.9K | All Managers (Combined) | $7.9M | 0.1% ($7.9M/$8.3B) | |||
| 105.1K | All Managers (Combined) | $7.9M | 0.1% ($7.9M/$8.3B) | |||
| 253.0K | YoY NEW(+253.0K) | All Managers (Combined) | $7.8M | 0.1% ($7.8M/$8.3B) | YoY NEW(+$7.8M) | |
(cusip97717X594)✕ | 179.5K | All Managers (Combined) | $7.8M | 0.1% ($7.8M/$8.3B) | ||
| 36.6K | All Managers (Combined) | $7.8M | 0.1% ($7.8M/$8.3B) | |||
Corteva, Inc.(CTVAcusip22052L104) | 123.1K | All Managers (Combined) | $7.7M | 0.1% ($7.7M/$8.3B) | ||
Walmart Inc.(WMTcusip931142103) | 86.7K | All Managers (Combined) | $7.6M | 0.1% ($7.6M/$8.3B) | ||
CITIGROUP INC(Ccusip172967424) | 105.8K | All Managers (Combined) | $7.5M | 0.1% ($7.5M/$8.3B) | ||
(cusip46138E651)✕ | 185.1K | YoY NEW(+185.1K) | All Managers (Combined) | $7.4M | 0.1% ($7.4M/$8.3B) | YoY NEW(+$7.4M) |
(cusip33733E203)✕ | 43.5K | QoQ +1.05% (+455)YoY NEW(+43.5K) | All Managers (Combined) | $7.4M | 0.1% ($7.4M/$8.3B) | YoY NEW(+$7.4M) |
Tesla, Inc.(TSLAcusip88160R101) | 28.2K | All Managers (Combined) | $7.4M | 0.1% ($7.4M/$8.3B) | ||
CALIX, INC(CALXcusip13100M509) | 208.0K | All Managers (Combined) | $7.4M | 0.1% ($7.4M/$8.3B) | ||
| 68.6K | All Managers (Combined) | $7.4M | 0.1% ($7.4M/$8.3B) | |||
Ameris Bancorp(ABCBcusip03076K108) | 127.1K | All Managers (Combined) | $7.3M | 0.1% ($7.3M/$8.3B) | ||
Datadog, Inc.(DDOGcusip23804L103) | 73.6K | YoY NEW(+73.6K) | All Managers (Combined) | $7.3M | 0.1% ($7.3M/$8.3B) | YoY NEW(+$7.3M) |