Congress Wealth Management LLC / De /
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001904976
- Manager Name
- Congress Wealth Management LLC / De /
Data Enrichment
72% identified762 identified302 unidentified
Holdings
1,064 positions
Manager:
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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
33738R720
Shares:
135308(+1.4%)
Value:
$5.5B(-8.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip78463X509)✕ | 150.8K | All Managers (Combined) | $5.9M | ||
(cusip46429B267)✕ | 258.2K | All Managers (Combined) | $5.9M | ||
(cusip464289511)✕ | 118.0K | QoQ NEW(+118.0K) YoY NEW(+118.0K) | All Managers (Combined) | $5.9M | QoQ NEW(+$5.9M) YoY NEW(+$5.9M) |
139.9K | All Managers (Combined) | $5.9M | |||
Crane Nxt, Co.(CXTcusip224441105) | 113.8K | All Managers (Combined) | $5.8M | ||
94.0K | All Managers (Combined) | $5.8M | |||
32.3K | YoY NEW(+32.3K) | All Managers (Combined) | $5.8M | YoY NEW(+$5.8M) | |
69.1K | YoY NEW(+69.1K) | All Managers (Combined) | $5.7M | YoY NEW(+$5.7M) | |
130.0K | All Managers (Combined) | $5.7M | |||
27.5K | All Managers (Combined) | $5.7M | |||
Pepsico Inc(PEPcusip713448108) | 37.9K | All Managers (Combined) | $5.7M | ||
19.1K | All Managers (Combined) | $5.6M | |||
Azek Co Inc.(AZEKcusip05478C105) | 115.1K | All Managers (Combined) | $5.6M | ||
44.3K | YoY NEW(+44.3K) | All Managers (Combined) | $5.6M | YoY NEW(+$5.6M) | |
14.7K | QoQ -0.75% (-112)YoY NEW(+14.7K) | All Managers (Combined) | $5.6M | YoY NEW(+$5.6M) | |
(cusip33738R720)✕ | 135.3K | YoY NEW(+135.3K) | All Managers (Combined) | $5.5M | YoY NEW(+$5.5M) |
Novartis Ag(NVScusip66987V109) | 49.3K | YoY NEW(+49.3K) | All Managers (Combined) | $5.5M | YoY NEW(+$5.5M) |
46.1K | QoQ +0.22% (-105)YoY -1.04% (-487) | All Managers (Combined) | $5.5M | ||
34.4K | QoQ NEW(+34.4K) YoY NEW(+34.4K) | All Managers (Combined) | $5.5M | QoQ NEW(+$5.5M) YoY NEW(+$5.5M) | |
215.8K | All Managers (Combined) | $5.4M |