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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BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

57296(+27.6%)

Value:

$6.5B(+62.9%)

808524805

SCHF|808524805

329457(+27.4%)

Value:

$6.5B(+36.6%)

KINDER MORGAN, INC.

KMI|49456B101

228155(+7.6%)

Value:

$6.5B(+12.1%)

UNION PACIFIC CORP

UNP|907818108

27241(+264.6%)

Value:

$6.4B(+277.3%)

45409B560

233216

Value:

$6.4B

Criteo S.A.

CRTO|226718104

180976(+38.6%)

Value:

$6.4B(+24.0%)

092528603

121579(+395.8%)

Value:

$6.4B(+399.3%)

QUALCOMM INC/DE

QCOM|747525103

40862(+23.2%)

Value:

$6.3B(+23.7%)

464287655

IWM|464287655

30896(+261.6%)

Value:

$6.3B(+231.9%)

78464A854

SPLG|78464A854

94997(+114.1%)

Value:

$6.2B(+104.3%)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

11478(+349.9%)

Value:

$6.2B(+327.4%)

INTERFACE INC

TILE|458665304

312922

Value:

$6.2B

46137V480

123587

Value:

$6.2B

464287648

IWO|464287648

24005(-44.3%)

Value:

$6.1B(-50.4%)

46138G508

296950(-0.8%)

Value:

$6.1B(-2.6%)

381430529

61045(-10.9%)

Value:

$6.1B(-10.7%)

808524508

230460(+16.5%)

Value:

$6.1B(+10.6%)

AXON ENTERPRISE, INC.

AXON|05464C101

11449(+1371.6%)

Value:

$6.0B(+1202.3%)

MSCI Inc.

MSCI|55354G100

10561

Value:

$6.0B

464287630

IWN|464287630

39287(+9.7%)

Value:

$5.9B(+1.1%)

Instrument	Shares		Other Manager	Value
Bj'S Wholesale Club Holdings, Inc.(BJcusip05550J101)	57.3K	QoQ +27.57% (+12.4K) YoY -66.86% (-115.6K)	All Managers (Combined)	$6.5M	QoQ +62.91% (+$2.5M) YoY -50.02% (-$6.5M)
(SCHFcusip808524805)	329.5K	QoQ +27.35% (+70.8K) YoY +159.84% (+202.7K)	All Managers (Combined)	$6.5M	QoQ +36.56% (+$1.7M) YoY +32.10% (+$1.6M)
Kinder Morgan, Inc.(KMIcusip49456B101)	228.2K	QoQ +7.62% (+16.2K) YoY +1281.16% (+211.6K)	All Managers (Combined)	$6.5M	QoQ +12.07% (+$701.2K) YoY +2048.61% (+$6.2M)
Union Pacific Corp(UNPcusip907818108)	27.2K	QoQ +264.62% (+19.8K) YoY +398.18% (+21.8K)	All Managers (Combined)	$6.4M	QoQ +277.34% (+$4.7M) YoY +378.02% (+$5.1M)
(cusip45409B560)✕	233.2K	QoQ NEW(+233.2K) YoY NEW(+233.2K)	All Managers (Combined)	$6.4M	QoQ NEW(+$6.4M) YoY NEW(+$6.4M)
Criteo S.A.(CRTOcusip226718104)	181.0K	QoQ +38.57% (+50.4K) YoY NEW(+181.0K)	All Managers (Combined)	$6.4M	QoQ +24.03% (+$1.2M) YoY NEW(+$6.4M)
(cusip092528603)✕	121.6K	QoQ +395.75% (+97.1K) YoY NEW(+121.6K)	All Managers (Combined)	$6.4M	QoQ +399.26% (+$5.1M) YoY NEW(+$6.4M)
Qualcomm Inc/De(QCOMcusip747525103)	40.9K	QoQ +23.23% (+7.7K) YoY +247.52% (+29.1K)	All Managers (Combined)	$6.3M	QoQ +23.74% (+$1.2M) YoY +216.63% (+$4.3M)
(IWMcusip464287655)	30.9K	QoQ +261.61% (+22.4K) YoY +1453.34% (+28.9K)	All Managers (Combined)	$6.3M	QoQ +231.86% (+$4.4M) YoY +1398.02% (+$5.8M)
(SPLGcusip78464A854)	95.0K	QoQ +114.14% (+50.6K) YoY NEW(+95.0K)	All Managers (Combined)	$6.2M	QoQ +104.27% (+$3.2M) YoY NEW(+$6.2M)
Spdr S&P Midcap 400 Etf Trust(MDYcusip78467Y107)	11.5K	QoQ +349.94% (+8.9K) YoY +847.02% (+10.3K)	All Managers (Combined)	$6.2M	QoQ +327.36% (+$4.8M) YoY +819.90% (+$5.5M)
Interface Inc(TILEcusip458665304)	312.9K	QoQ NEW(+312.9K) YoY NEW(+312.9K)	All Managers (Combined)	$6.2M	QoQ NEW(+$6.2M) YoY NEW(+$6.2M)
(cusip46137V480)✕	123.6K	QoQ NEW(+123.6K) YoY NEW(+123.6K)	All Managers (Combined)	$6.2M	QoQ NEW(+$6.2M) YoY NEW(+$6.2M)
(IWOcusip464287648)	24.0K	QoQ -44.28% (-19.1K) YoY -28.29% (-9.5K)	All Managers (Combined)	$6.1M	QoQ -50.41% (-$6.3M) YoY -32.17% (-$2.9M)
(cusip46138G508)✕	296.9K	QoQ -0.85% (-2.6K) YoY -5.91% (-18.7K)	All Managers (Combined)	$6.1M	QoQ -2.59% (-$163.8K) YoY -7.91% (-$528.2K)
(cusip381430529)✕	61.0K	QoQ -10.94% (-7.5K) YoY -10.08% (-6.8K)	All Managers (Combined)	$6.1M	QoQ -10.71% (-$733.8K) YoY -10.71% (-$734.0K)
(cusip808524508)✕	230.5K	QoQ +16.47% (+32.6K) YoY +257.62% (+166.0K)	All Managers (Combined)	$6.1M	QoQ +10.61% (+$582.2K) YoY +15.57% (+$817.3K)
Axon Enterprise, Inc.(AXONcusip05464C101)	11.4K	QoQ +1371.59% (+10.7K) YoY +1077.88% (+10.5K)	All Managers (Combined)	$6.0M	QoQ +1202.32% (+$5.6M) YoY +1878.26% (+$5.7M)
Msci Inc.(MSCIcusip55354G100)	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$6.0M	QoQ NEW(+$6.0M) YoY NEW(+$6.0M)
(IWNcusip464287630)	39.3K	QoQ +9.66% (+3.5K) YoY -48.21% (-36.6K)	All Managers (Combined)	$5.9M	QoQ +1.12% (+$66.3K) YoY -50.63% (-$6.1M)