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
Manager:
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Page 14 of 54
97717W760
Shares:
110548(+7.5%)
Value:
$7.3B(+12.8%)
SAFETY INSURANCE GROUP INC
Shares:
91664
Value:
$7.2B
ABBOTT LABORATORIES
Shares:
54781(+9.9%)
Value:
$7.2B(+28.2%)
WEST PHARMACEUTICAL SERVICES INC
Shares:
32275(-12.7%)
Value:
$7.2B(-40.3%)
COMFORT SYSTEMS USA INC
Shares:
22367(+7.3%)
Value:
$7.2B(-18.4%)
92206C649
Shares:
54149(-1.9%)
Value:
$7.2B(-9.7%)
808524607
Shares:
306041(+3.7%)
Value:
$7.2B(-5.9%)
92204A876
Shares:
41706(+291.0%)
Value:
$7.1B(+308.3%)
NOVA LTD.
Shares:
38225(+3.4%)
Value:
$7.0B(-3.2%)
COHEN & STEERS, INC.
Shares:
87745(+1.9%)
Value:
$7.0B(-11.4%)
SENSIENT TECHNOLOGIES CORP
Shares:
94156(+1439.8%)
Value:
$7.0B(+1508.3%)
Cigna Group
Shares:
21140(+7.9%)
Value:
$7.0B(+28.4%)
74316P645
Shares:
247317(+22.4%)
Value:
$6.8B(+13.2%)
ONTO INNOVATION INC.
Shares:
55800(+18.0%)
Value:
$6.8B(-14.1%)
DOW INC.
Shares:
192157(+19.4%)
Value:
$6.7B(+4.3%)
FEDEX CORP
Shares:
27548(+11.9%)
Value:
$6.7B(-3.1%)
MOOG INC.
Shares:
38696(+3.9%)
Value:
$6.7B(-8.5%)
316188309
Shares:
146689(+2312.3%)
Value:
$6.7B(+2351.6%)
464287481
Shares:
55777(-58.3%)
Value:
$6.6B(-61.2%)
78463X889
Shares:
180132(-4.7%)
Value:
$6.6B(+1.6%)