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 • $8.3B total value
Manager:
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78463X509
Shares:150.8K
Value:$5.9M
% of Portfolio:0.1% ($5.9M/$8.3B)
46429B267
Shares:258.2K
Value:$5.9M
% of Portfolio:0.1% ($5.9M/$8.3B)
464289511
Shares:118.0K
Value:$5.9M
% of Portfolio:0.1% ($5.9M/$8.3B)
BANK OF AMERICA CORP /DE/
Shares:139.9K
Value:$5.9M
% of Portfolio:0.1% ($5.9M/$8.3B)
Crane NXT, Co.
Shares:113.8K
Value:$5.8M
% of Portfolio:0.1% ($5.8M/$8.3B)
46434V621
Shares:94.0K
Value:$5.8M
% of Portfolio:0.1% ($5.8M/$8.3B)
CAPITAL ONE FINANCIAL CORP
Shares:32.3K
Value:$5.8M
% of Portfolio:0.1% ($5.8M/$8.3B)
OMNICOM GROUP INC.
Shares:69.1K
Value:$5.7M
% of Portfolio:0.1% ($5.7M/$8.3B)
464287234
Shares:130.0K
Value:$5.7M
% of Portfolio:0.1% ($5.7M/$8.3B)
DANAHER CORP /DE/
Shares:27.5K
Value:$5.7M
% of Portfolio:0.1% ($5.7M/$8.3B)
PEPSICO INC
Shares:37.9K
Value:$5.7M
% of Portfolio:0.1% ($5.7M/$8.3B)
Air Products & Chemicals, Inc.
Shares:19.1K
Value:$5.6M
% of Portfolio:0.1% ($5.6M/$8.3B)
AZEK Co Inc.
Shares:115.1K
Value:$5.6M
% of Portfolio:0.1% ($5.6M/$8.3B)
GENERAC HOLDINGS INC.
Shares:44.3K
Value:$5.6M
% of Portfolio:0.1% ($5.6M/$8.3B)
GROUP 1 AUTOMOTIVE INC
Shares:14.7K
Value:$5.6M
% of Portfolio:0.1% ($5.6M/$8.3B)
33738R720
Shares:135.3K
Value:$5.5M
% of Portfolio:0.1% ($5.5M/$8.3B)
NOVARTIS AG
Shares:49.3K
Value:$5.5M
% of Portfolio:0.1% ($5.5M/$8.3B)
AeroVironment Inc
Shares:46.1K
Value:$5.5M
% of Portfolio:0.1% ($5.5M/$8.3B)
Inspire Medical Systems, Inc.
Shares:34.4K
Value:$5.5M
% of Portfolio:0.1% ($5.5M/$8.3B)
808524300
Shares:215.8K
Value:$5.4M
% of Portfolio:0.1% ($5.4M/$8.3B)