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:
Search and click to pin securities to the top
Page 16 of 54
78463X509
Shares:
150766(-3.4%)
Value:
$5.9B(-0.8%)
46429B267
Shares:
258225(-3.6%)
Value:
$5.9B(-3.6%)
464289511
Shares:
118038
Value:
$5.9B
BANK OF AMERICA CORP /DE/
Shares:
139948(+31.2%)
Value:
$5.9B(+25.1%)
Crane NXT, Co.
Shares:
113802(+5.0%)
Value:
$5.8B(-7.3%)
46434V621
Shares:
94036(+1916.6%)
Value:
$5.8B(+1930.2%)
CAPITAL ONE FINANCIAL CORP
Shares:
32323(+6.8%)
Value:
$5.8B(+7.4%)
OMNICOM GROUP INC.
Shares:
69148(+1.7%)
Value:
$5.7B(-2.0%)
464287234
Shares:
130011(-34.5%)
Value:
$5.7B(-31.6%)
DANAHER CORP /DE/
Shares:
27524(+115.9%)
Value:
$5.7B(+94.0%)
PEPSICO INC
Shares:
37931(+51.0%)
Value:
$5.7B(+48.2%)
Air Products & Chemicals, Inc.
Shares:
19115(+19.3%)
Value:
$5.6B(+21.3%)
AZEK Co Inc.
Shares:
115144(+20.8%)
Value:
$5.6B(+24.4%)
GENERAC HOLDINGS INC.
Shares:
44299(+109.4%)
Value:
$5.6B(+71.1%)
GROUP 1 AUTOMOTIVE INC
Shares:
14662(-0.8%)
Value:
$5.6B(-10.1%)
33738R720
Shares:
135308(+1.4%)
Value:
$5.5B(-8.4%)
NOVARTIS AG
Shares:
49331(+17.4%)
Value:
$5.5B(+34.4%)
AeroVironment Inc
Shares:
46061(+0.2%)
Value:
$5.5B(-22.4%)
Inspire Medical Systems, Inc.
Shares:
34384
Value:
$5.5B
808524300
Shares:
215824(+61.5%)
Value:
$5.4B(+46.1%)