Congress Wealth Management LLC / De /
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
- CIK
- 0001904976
- Manager Name
- Congress Wealth Management LLC / De /
Data Enrichment
72% identified762 identified302 unidentified
Holdings
1,064 positions
Manager:
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Page 14 of 54
97717W760
Shares:
110548(+7.5%)
Value:
$7.3B(+12.8%)
92206C649
Shares:
54149(-1.9%)
Value:
$7.2B(-9.7%)
92204A876
Shares:
41706(+291.0%)
Value:
$7.1B(+308.3%)
74316P645
Shares:
247317(+22.4%)
Value:
$6.8B(+13.2%)
316188309
Shares:
146689(+2312.3%)
Value:
$6.7B(+2351.6%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip97717W760)✕ | 110.5K | YoY NEW(+110.5K) | All Managers (Combined) | $7.3M | YoY NEW(+$7.3M) |
91.7K | QoQ NEW(+91.7K) YoY NEW(+91.7K) | All Managers (Combined) | $7.2M | QoQ NEW(+$7.2M) YoY NEW(+$7.2M) | |
54.8K | All Managers (Combined) | $7.2M | |||
32.3K | All Managers (Combined) | $7.2M | |||
22.4K | All Managers (Combined) | $7.2M | |||
(cusip92206C649)✕ | 54.1K | All Managers (Combined) | $7.2M | ||
306.0K | All Managers (Combined) | $7.2M | |||
(cusip92204A876)✕ | 41.7K | YoY NEW(+41.7K) | All Managers (Combined) | $7.1M | YoY NEW(+$7.1M) |
38.2K | All Managers (Combined) | $7.0M | |||
87.7K | All Managers (Combined) | $7.0M | |||
94.2K | YoY NEW(+94.2K) | All Managers (Combined) | $7.0M | YoY NEW(+$7.0M) | |
Cigna Group(CIcusip125523100) | 21.1K | All Managers (Combined) | $7.0M | ||
(cusip74316P645)✕ | 247.3K | YoY NEW(+247.3K) | All Managers (Combined) | $6.8M | YoY NEW(+$6.8M) |
55.8K | All Managers (Combined) | $6.8M | |||
192.2K | All Managers (Combined) | $6.7M | |||
Fedex Corp(FDXcusip31428X106) | 27.5K | YoY NEW(+27.5K) | All Managers (Combined) | $6.7M | YoY NEW(+$6.7M) |
38.7K | All Managers (Combined) | $6.7M | |||
(cusip316188309)✕ | 146.7K | YoY NEW(+146.7K) | All Managers (Combined) | $6.7M | YoY NEW(+$6.7M) |
55.8K | All Managers (Combined) | $6.6M | |||
180.1K | All Managers (Combined) | $6.6M |