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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78463X509

150766(-3.4%)

Value:

$5.9B(-0.8%)

46429B267

258225(-3.6%)

Value:

$5.9B(-3.6%)

464289511

118038

Value:

$5.9B

BANK OF AMERICA CORP /DE/

BAC|060505104

139948(+31.2%)

Value:

$5.9B(+25.1%)

Crane NXT, Co.

CXT|224441105

113802(+5.0%)

Value:

$5.8B(-7.3%)

46434V621

DGRO|46434V621

94036(+1916.6%)

Value:

$5.8B(+1930.2%)

CAPITAL ONE FINANCIAL CORP

COF|14040H105

32323(+6.8%)

Value:

$5.8B(+7.4%)

OMNICOM GROUP INC.

OMC|681919106

69148(+1.7%)

Value:

$5.7B(-2.0%)

464287234

EEM|464287234

130011(-34.5%)

Value:

$5.7B(-31.6%)

DANAHER CORP /DE/

DHR|235851102

27524(+115.9%)

Value:

$5.7B(+94.0%)

PEPSICO INC

PEP|713448108

37931(+51.0%)

Value:

$5.7B(+48.2%)

Air Products & Chemicals, Inc.

APD|009158106

19115(+19.3%)

Value:

$5.6B(+21.3%)

AZEK Co Inc.

AZEK|05478C105

115144(+20.8%)

Value:

$5.6B(+24.4%)

GENERAC HOLDINGS INC.

GNRC|368736104

44299(+109.4%)

Value:

$5.6B(+71.1%)

GROUP 1 AUTOMOTIVE INC

GPI|398905109

14662(-0.8%)

Value:

$5.6B(-10.1%)

33738R720

135308(+1.4%)

Value:

$5.5B(-8.4%)

NOVARTIS AG

NVS|66987V109

49331(+17.4%)

Value:

$5.5B(+34.4%)

AeroVironment Inc

AVAV|008073108

46061(+0.2%)

Value:

$5.5B(-22.4%)

Inspire Medical Systems, Inc.

INSP|457730109

34384

Value:

$5.5B

808524300

SCHG|808524300

215824(+61.5%)

Value:

$5.4B(+46.1%)

Instrument	Shares		Other Manager	Value
(cusip78463X509)✕	150.8K	QoQ -3.36% (-5.3K) YoY +2.99% (+4.4K)	All Managers (Combined)	$5.9M	QoQ -0.84% (-$50.8K) YoY +12.04% (+$638.0K)
(cusip46429B267)✕	258.2K	QoQ -3.59% (-9.6K) YoY +17.89% (+39.2K)	All Managers (Combined)	$5.9M	QoQ -3.57% (-$219.8K) YoY +19.00% (+$947.8K)
(cusip464289511)✕	118.0K	QoQ NEW(+118.0K) YoY NEW(+118.0K)	All Managers (Combined)	$5.9M	QoQ NEW(+$5.9M) YoY NEW(+$5.9M)
Bank Of America Corp /De/(BACcusip060505104)	139.9K	QoQ +31.17% (+33.3K) YoY -5.52% (-8.2K)	All Managers (Combined)	$5.9M	QoQ +25.08% (+$1.2M) YoY +4.40% (-$247.7K)
Crane Nxt, Co.(CXTcusip224441105)	113.8K	QoQ +4.95% (-5.4K) YoY +25.04% (+22.8K)	All Managers (Combined)	$5.8M	QoQ -7.33% (-$463.4K) YoY +3.83% (+$216.0K)
(DGROcusip46434V621)	94.0K	QoQ +1916.64% (+89.4K) YoY +1828.15% (+89.2K)	All Managers (Combined)	$5.8M	QoQ +1930.20% (+$5.5M) YoY +1951.35% (+$5.5M)
Capital One Financial Corp(COFcusip14040H105)	32.3K	QoQ +6.81% (+2.1K) YoY NEW(+32.3K)	All Managers (Combined)	$5.8M	QoQ +7.43% (+$401.3K) YoY NEW(+$5.8M)
Omnicom Group Inc.(OMCcusip681919106)	69.1K	QoQ +1.73% (-1.2K) YoY NEW(+69.1K)	All Managers (Combined)	$5.7M	QoQ -1.97% (-$115.5K) YoY NEW(+$5.7M)
(EEMcusip464287234)	130.0K	QoQ -34.51% (-68.5K) YoY +53.23% (+45.2K)	All Managers (Combined)	$5.7M	QoQ -31.55% (-$2.6M) YoY +63.04% (+$2.2M)
Danaher Corp /De/(DHRcusip235851102)	27.5K	QoQ +115.89% (+14.8K) YoY +455.47% (+22.6K)	All Managers (Combined)	$5.7M	QoQ +94.01% (+$2.8M) YoY +358.83% (+$4.4M)
Pepsico Inc(PEPcusip713448108)	37.9K	QoQ +50.96% (+12.8K) YoY +335.83% (+29.2K)	All Managers (Combined)	$5.7M	QoQ +48.22% (+$1.8M) YoY +271.75% (+$4.1M)
Air Products & Chemicals, Inc.(APDcusip009158106)	19.1K	QoQ +19.28% (+3.1K) YoY +175.55% (+12.2K)	All Managers (Combined)	$5.6M	QoQ +21.27% (+$989.0K) YoY +235.40% (+$4.0M)
Azek Co Inc.(AZEKcusip05478C105)	115.1K	QoQ +20.79% (+19.8K) YoY +43.23% (+34.8K)	All Managers (Combined)	$5.6M	QoQ +24.41% (+$1.1M) YoY +39.43% (+$1.6M)
Generac Holdings Inc.(GNRCcusip368736104)	44.3K	QoQ +109.38% (+23.1K) YoY NEW(+44.3K)	All Managers (Combined)	$5.6M	QoQ +71.09% (+$2.3M) YoY NEW(+$5.6M)
Group 1 Automotive Inc(GPIcusip398905109)	14.7K	QoQ -0.75% (-112) YoY NEW(+14.7K)	All Managers (Combined)	$5.6M	QoQ -10.06% (-$626.8K) YoY NEW(+$5.6M)
(cusip33738R720)✕	135.3K	QoQ +1.41% (-1.9K) YoY NEW(+135.3K)	All Managers (Combined)	$5.5M	QoQ -8.42% (-$506.4K) YoY NEW(+$5.5M)
Novartis Ag(NVScusip66987V109)	49.3K	QoQ +17.37% (+7.3K) YoY NEW(+49.3K)	All Managers (Combined)	$5.5M	QoQ +34.44% (+$1.4M) YoY NEW(+$5.5M)
Aerovironment Inc(AVAVcusip008073108)	46.1K	QoQ +0.22% (-105) YoY -1.04% (-487)	All Managers (Combined)	$5.5M	QoQ -22.37% (-$1.6M) YoY -23.05% (-$1.6M)
Inspire Medical Systems, Inc.(INSPcusip457730109)	34.4K	QoQ NEW(+34.4K) YoY NEW(+34.4K)	All Managers (Combined)	$5.5M	QoQ NEW(+$5.5M) YoY NEW(+$5.5M)
(SCHGcusip808524300)	215.8K	QoQ +61.50% (+82.2K) YoY +601.45% (+185.1K)	All Managers (Combined)	$5.4M	QoQ +46.10% (+$1.7M) YoY +90.73% (+$2.6M)