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 14 of 54
97717W760
Shares:110.5K
Value:$7.3M
% of Portfolio:0.1% ($7.3M/$8.3B)
Shares:32.3K
Value:$7.2M
% of Portfolio:0.1% ($7.2M/$8.3B)
92206C649
Shares:54.1K
Value:$7.2M
% of Portfolio:0.1% ($7.2M/$8.3B)
92204A876
Shares:41.7K
Value:$7.1M
% of Portfolio:0.1% ($7.1M/$8.3B)
74316P645
Shares:247.3K
Value:$6.8M
% of Portfolio:0.1% ($6.8M/$8.3B)
316188309
Shares:146.7K
Value:$6.7M
% of Portfolio:0.1% ($6.7M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip97717W760)✕ | 110.5K | YoY NEW(+110.5K) | All Managers (Combined) | $7.3M | 0.1% ($7.3M/$8.3B) | YoY NEW(+$7.3M) |
| 91.7K | QoQ NEW(+91.7K) YoY NEW(+91.7K) | All Managers (Combined) | $7.2M | 0.1% ($7.2M/$8.3B) | QoQ NEW(+$7.2M) YoY NEW(+$7.2M) | |
| 54.8K | All Managers (Combined) | $7.2M | 0.1% ($7.2M/$8.3B) | |||
| 32.3K | All Managers (Combined) | $7.2M | 0.1% ($7.2M/$8.3B) | |||
| 22.4K | All Managers (Combined) | $7.2M | 0.1% ($7.2M/$8.3B) | |||
(cusip92206C649)✕ | 54.1K | All Managers (Combined) | $7.2M | 0.1% ($7.2M/$8.3B) | ||
| 306.0K | All Managers (Combined) | $7.2M | 0.1% ($7.2M/$8.3B) | |||
(cusip92204A876)✕ | 41.7K | YoY NEW(+41.7K) | All Managers (Combined) | $7.1M | 0.1% ($7.1M/$8.3B) | YoY NEW(+$7.1M) |
| 38.2K | All Managers (Combined) | $7.0M | 0.1% ($7.0M/$8.3B) | |||
| 87.7K | All Managers (Combined) | $7.0M | 0.1% ($7.0M/$8.3B) | |||
| 94.2K | YoY NEW(+94.2K) | All Managers (Combined) | $7.0M | 0.1% ($7.0M/$8.3B) | YoY NEW(+$7.0M) | |
Cigna Group(CIcusip125523100) | 21.1K | All Managers (Combined) | $7.0M | 0.1% ($7.0M/$8.3B) | ||
(cusip74316P645)✕ | 247.3K | YoY NEW(+247.3K) | All Managers (Combined) | $6.8M | 0.1% ($6.8M/$8.3B) | YoY NEW(+$6.8M) |
| 55.8K | All Managers (Combined) | $6.8M | 0.1% ($6.8M/$8.3B) | |||
| 192.2K | All Managers (Combined) | $6.7M | 0.1% ($6.7M/$8.3B) | |||
FEDEX CORP(FDXcusip31428X106) | 27.5K | YoY NEW(+27.5K) | All Managers (Combined) | $6.7M | 0.1% ($6.7M/$8.3B) | YoY NEW(+$6.7M) |
| 38.7K | All Managers (Combined) | $6.7M | 0.1% ($6.7M/$8.3B) | |||
(cusip316188309)✕ | 146.7K | YoY NEW(+146.7K) | All Managers (Combined) | $6.7M | 0.1% ($6.7M/$8.3B) | YoY NEW(+$6.7M) |
| 55.8K | All Managers (Combined) | $6.6M | 0.1% ($6.6M/$8.3B) | |||
| 180.1K | All Managers (Combined) | $6.6M | 0.1% ($6.6M/$8.3B) |