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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97717W760

110548(+7.5%)

Value:

$7.3B(+12.8%)

SAFETY INSURANCE GROUP INC

SAFT|78648T100

91664

Value:

$7.2B

ABBOTT LABORATORIES

ABT|002824100

54781(+9.9%)

Value:

$7.2B(+28.2%)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

32275(-12.7%)

Value:

$7.2B(-40.3%)

COMFORT SYSTEMS USA INC

FIX|199908104

22367(+7.3%)

Value:

$7.2B(-18.4%)

92206C649

54149(-1.9%)

Value:

$7.2B(-9.7%)

808524607

SCHA|808524607

306041(+3.7%)

Value:

$7.2B(-5.9%)

92204A876

41706(+291.0%)

Value:

$7.1B(+308.3%)

NOVA LTD.

NVMI|M7516K103

38225(+3.4%)

Value:

$7.0B(-3.2%)

COHEN & STEERS, INC.

CNS|19247A100

87745(+1.9%)

Value:

$7.0B(-11.4%)

SENSIENT TECHNOLOGIES CORP

SXT|81725T100

94156(+1439.8%)

Value:

$7.0B(+1508.3%)

Cigna Group

CI|125523100

21140(+7.9%)

Value:

$7.0B(+28.4%)

74316P645

247317(+22.4%)

Value:

$6.8B(+13.2%)

ONTO INNOVATION INC.

ONTO|683344105

55800(+18.0%)

Value:

$6.8B(-14.1%)

DOW INC.

DOW|260557103

192157(+19.4%)

Value:

$6.7B(+4.3%)

FEDEX CORP

FDX|31428X106

27548(+11.9%)

Value:

$6.7B(-3.1%)

MOOG INC.

MOG-A|615394202

38696(+3.9%)

Value:

$6.7B(-8.5%)

316188309

146689(+2312.3%)

Value:

$6.7B(+2351.6%)

464287481

IWP|464287481

55777(-58.3%)

Value:

$6.6B(-61.2%)

78463X889

SPDW|78463X889

180132(-4.7%)

Value:

$6.6B(+1.6%)

Instrument	Shares		Other Manager	Value
(cusip97717W760)✕	110.5K	QoQ +7.54% (+7.8K) YoY NEW(+110.5K)	All Managers (Combined)	$7.3M	QoQ +12.75% (+$825.6K) YoY NEW(+$7.3M)
Safety Insurance Group Inc(SAFTcusip78648T100)	91.7K	QoQ NEW(+91.7K) YoY NEW(+91.7K)	All Managers (Combined)	$7.2M	QoQ NEW(+$7.2M) YoY NEW(+$7.2M)
Abbott Laboratories(ABTcusip002824100)	54.8K	QoQ +9.92% (+4.9K) YoY +177.38% (+35.0K)	All Managers (Combined)	$7.2M	QoQ +28.24% (+$1.6M) YoY +222.03% (+$5.0M)
West Pharmaceutical Services Inc(WSTcusip955306105)	32.3K	QoQ -12.66% (-4.7K) YoY -15.22% (-5.8K)	All Managers (Combined)	$7.2M	QoQ -40.30% (-$4.9M) YoY -52.03% (-$7.8M)
Comfort Systems Usa Inc(FIXcusip199908104)	22.4K	QoQ +7.35% (-1.5K) YoY -57.86% (-30.7K)	All Managers (Combined)	$7.2M	QoQ -18.40% (-$1.6M) YoY -57.24% (-$9.7M)
(cusip92206C649)✕	54.1K	QoQ -1.89% (-1.0K) YoY -3.61% (-2.0K)	All Managers (Combined)	$7.2M	QoQ -9.71% (-$775.2K) YoY -8.25% (-$648.5K)
(SCHAcusip808524607)	306.0K	QoQ +3.74% (-11.0K) YoY +113.53% (+162.7K)	All Managers (Combined)	$7.2M	QoQ -5.90% (-$450.3K) YoY +1.71% (+$121.3K)
(cusip92204A876)✕	41.7K	QoQ +290.98% (+31.0K) YoY NEW(+41.7K)	All Managers (Combined)	$7.1M	QoQ +308.31% (+$5.4M) YoY NEW(+$7.1M)
Nova Ltd.(NVMIcusipM7516K103)	38.2K	QoQ +3.38% (-1.3K) YoY +18.17% (+5.9K)	All Managers (Combined)	$7.0M	QoQ -3.24% (-$236.0K) YoY +22.80% (+$1.3M)
Cohen & Steers, Inc.(CNScusip19247A100)	87.7K	QoQ +1.94% (-1.7K) YoY +18.00% (+13.4K)	All Managers (Combined)	$7.0M	QoQ -11.40% (-$906.6K) YoY +23.15% (+$1.3M)
Sensient Technologies Corp(SXTcusip81725T100)	94.2K	QoQ +1439.75% (+88.0K) YoY NEW(+94.2K)	All Managers (Combined)	$7.0M	QoQ +1508.25% (+$6.6M) YoY NEW(+$7.0M)
Cigna Group(CIcusip125523100)	21.1K	QoQ +7.87% (+1.5K) YoY +291.48% (+15.7K)	All Managers (Combined)	$7.0M	QoQ +28.43% (+$1.5M) YoY +254.38% (+$5.0M)
(cusip74316P645)✕	247.3K	QoQ +22.41% (+45.3K) YoY NEW(+247.3K)	All Managers (Combined)	$6.8M	QoQ +13.16% (+$796.0K) YoY NEW(+$6.8M)
Onto Innovation Inc.(ONTOcusip683344105)	55.8K	QoQ +17.96% (-8.5K) YoY -4.47% (-2.6K)	All Managers (Combined)	$6.8M	QoQ -14.11% (-$1.1M) YoY -35.98% (-$3.8M)
Dow Inc.(DOWcusip260557103)	192.2K	QoQ +19.37% (+31.2K) YoY +143.43% (+113.2K)	All Managers (Combined)	$6.7M	QoQ +4.29% (+$277.2K) YoY +47.32% (+$2.2M)
Fedex Corp(FDXcusip31428X106)	27.5K	QoQ +11.87% (-2.9K) YoY NEW(+27.5K)	All Managers (Combined)	$6.7M	QoQ -3.08% (-$213.9K) YoY NEW(+$6.7M)
Moog Inc.(MOG-Acusip615394202)	38.7K	QoQ +3.89% (-1.4K) YoY +14.78% (+5.0K)	All Managers (Combined)	$6.7M	QoQ -8.50% (-$623.8K) YoY +24.63% (+$1.3M)
(cusip316188309)✕	146.7K	QoQ +2312.25% (+140.6K) YoY NEW(+146.7K)	All Managers (Combined)	$6.7M	QoQ +2351.63% (+$6.4M) YoY NEW(+$6.7M)
(IWPcusip464287481)	55.8K	QoQ -58.28% (-77.9K) YoY +1438.67% (+52.2K)	All Managers (Combined)	$6.6M	QoQ -61.20% (-$10.4M) YoY +1489.17% (+$6.2M)
(SPDWcusip78463X889)	180.1K	QoQ -4.73% (-8.9K) YoY -3.39% (-6.3K)	All Managers (Combined)	$6.6M	QoQ +1.63% (-$105.3K) YoY -1.85% (-$124.2K)