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 17 of 54
464287812
Shares:
72116
Value:
$5.2B
92206C771
Shares:
106456(-12.9%)
Value:
$4.9B(-11.0%)
464288588
Shares:
52443(-90.6%)
Value:
$4.9B(-90.4%)
00162Q452
Shares:
90722(+3.1%)
Value:
$4.7B(+11.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
108.5K | All Managers (Combined) | $5.4M | |||
69.5K | All Managers (Combined) | $5.3M | |||
157.5K | All Managers (Combined) | $5.2M | |||
57.3K | All Managers (Combined) | $5.2M | |||
(cusip464287812)✕ | 72.1K | QoQ NEW(+72.1K) YoY NEW(+72.1K) | All Managers (Combined) | $5.2M | QoQ NEW(+$5.2M) YoY NEW(+$5.2M) |
Medtronic Plc(MDTcusipG5960L103) | 57.3K | YoY NEW(+57.3K) | All Managers (Combined) | $5.2M | YoY NEW(+$5.2M) |
89.2K | YoY NEW(+89.2K) | All Managers (Combined) | $5.1M | YoY NEW(+$5.1M) | |
10.5K | All Managers (Combined) | $5.1M | |||
11.4K | All Managers (Combined) | $5.1M | |||
117.5K | YoY NEW(+117.5K) | All Managers (Combined) | $5.0M | YoY NEW(+$5.0M) | |
34.9K | YoY NEW(+34.9K) | All Managers (Combined) | $5.0M | YoY NEW(+$5.0M) | |
Comcast Corp(CMCSAcusip20030N101) | 134.1K | All Managers (Combined) | $4.9M | ||
(cusip92206C771)✕ | 106.5K | YoY NEW(+106.5K) | All Managers (Combined) | $4.9M | YoY NEW(+$4.9M) |
(cusip464288588)✕ | 52.4K | All Managers (Combined) | $4.9M | ||
Insulet Corp(PODDcusip45784P101) | 18.4K | All Managers (Combined) | $4.8M | ||
109.6K | YoY NEW(+109.6K) | All Managers (Combined) | $4.8M | YoY NEW(+$4.8M) | |
21.4K | All Managers (Combined) | $4.8M | |||
(cusip00162Q452)✕ | 90.7K | All Managers (Combined) | $4.7M | ||
44.5K | All Managers (Combined) | $4.7M | |||
Novo Nordisk A S(NVOcusip670100205) | 64.9K | All Managers (Combined) | $4.6M |