Congress-Wealth-Management-Llc--De-

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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: congress-wealth-management-llc--de-
Manager Name: Congress-Wealth-Management-Llc--De-

Data Enrichment

72% identified

762 identified302 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,064 positions • $8.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922907746

VTEB|922907746

Shares:108.5K

Value:$5.4M

% of Portfolio:0.1% ($5.4M/$8.3B)

921937819

BIV|921937819

Shares:69.5K

Value:$5.3M

% of Portfolio:0.1% ($5.3M/$8.3B)

YETI Holdings, Inc.

YETI|98585X104

Shares:157.5K

Value:$5.2M

% of Portfolio:0.1% ($5.2M/$8.3B)

922908553

VNQ|922908553

Shares:57.3K

Value:$5.2M

% of Portfolio:0.1% ($5.2M/$8.3B)

464287812

Shares:72.1K

Value:$5.2M

% of Portfolio:0.1% ($5.2M/$8.3B)

Medtronic plc

MDT|G5960L103

Shares:57.3K

Value:$5.2M

% of Portfolio:0.1% ($5.2M/$8.3B)

Primoris Services Corp

PRIM|74164F103

Shares:89.2K

Value:$5.1M

% of Portfolio:0.1% ($5.1M/$8.3B)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:10.5K

Value:$5.1M

% of Portfolio:0.1% ($5.1M/$8.3B)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:11.4K

Value:$5.1M

% of Portfolio:0.1% ($5.1M/$8.3B)

LKQ CORP

LKQ|501889208

Shares:117.5K

Value:$5.0M

% of Portfolio:0.1% ($5.0M/$8.3B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:34.9K

Value:$5.0M

% of Portfolio:0.1% ($5.0M/$8.3B)

COMCAST CORP

CMCSA|20030N101

Shares:134.1K

Value:$4.9M

% of Portfolio:0.1% ($4.9M/$8.3B)

92206C771

Shares:106.5K

Value:$4.9M

% of Portfolio:0.1% ($4.9M/$8.3B)

464288588

Shares:52.4K

Value:$4.9M

% of Portfolio:0.1% ($4.9M/$8.3B)

INSULET CORP

PODD|45784P101

Shares:18.4K

Value:$4.8M

% of Portfolio:0.1% ($4.8M/$8.3B)

DELTA AIR LINES, INC.

DAL|247361702

Shares:109.6K

Value:$4.8M

% of Portfolio:0.1% ($4.8M/$8.3B)

922908751

VB|922908751

Shares:21.4K

Value:$4.8M

% of Portfolio:0.1% ($4.8M/$8.3B)

00162Q452

Shares:90.7K

Value:$4.7M

% of Portfolio:0.1% ($4.7M/$8.3B)

464288414

MUB|464288414

Shares:44.5K

Value:$4.7M

% of Portfolio:0.1% ($4.7M/$8.3B)

NOVO NORDISK A S

NVO|670100205

Shares:64.9K

Value:$4.6M

% of Portfolio:0.1% ($4.6M/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTEBcusip922907746)	108.5K	QoQ +8.27% (+8.3K) YoY +7.56% (+7.6K)	All Managers (Combined)	$5.4M	0.1% ($5.4M/$8.3B)	QoQ +7.17% (+$360.4K) YoY +5.48% (+$280.0K)
(BIVcusip921937819)	69.5K	QoQ +40.25% (+20.0K) YoY -16.15% (-13.4K)	All Managers (Combined)	$5.3M	0.1% ($5.3M/$8.3B)	QoQ +43.56% (+$1.6M) YoY -14.94% (-$934.2K)
YETI Holdings, Inc.(YETIcusip98585X104)	157.5K	QoQ +1.64% (-2.5K) YoY +27.42% (+33.9K)	All Managers (Combined)	$5.2M	0.1% ($5.2M/$8.3B)	QoQ -12.63% (-$754.0K) YoY +9.41% (+$448.4K)
(VNQcusip922908553)	57.3K	QoQ -24.40% (-18.5K) YoY +672.49% (+49.9K)	All Managers (Combined)	$5.2M	0.1% ($5.2M/$8.3B)	QoQ -23.14% (-$1.6M) YoY +708.85% (+$4.5M)
(cusip464287812)✕	72.1K	QoQ NEW(+72.1K) YoY NEW(+72.1K)	All Managers (Combined)	$5.2M	0.1% ($5.2M/$8.3B)	QoQ NEW(+$5.2M) YoY NEW(+$5.2M)
Medtronic plc(MDTcusipG5960L103)	57.3K	QoQ +79.15% (+25.3K) YoY NEW(+57.3K)	All Managers (Combined)	$5.2M	0.1% ($5.2M/$8.3B)	QoQ +101.57% (+$2.6M) YoY NEW(+$5.2M)
Primoris Services Corp(PRIMcusip74164F103)	89.2K	QoQ +22.09% (-16.1K) YoY NEW(+89.2K)	All Managers (Combined)	$5.1M	0.1% ($5.1M/$8.3B)	QoQ -8.25% (-$460.6K) YoY NEW(+$5.1M)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	10.5K	QoQ +9.52% (+911) YoY +78.07% (+4.6K)	All Managers (Combined)	$5.1M	0.1% ($5.1M/$8.3B)	QoQ +14.60% (+$649.8K) YoY +65.16% (+$2.0M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	11.4K	QoQ +14.14% (+1.4K) YoY +359.75% (+8.9K)	All Managers (Combined)	$5.1M	0.1% ($5.1M/$8.3B)	QoQ +4.78% (+$232.3K) YoY +350.75% (+$4.0M)
LKQ CORP(LKQcusip501889208)	117.5K	QoQ +2.50% (+2.9K) YoY NEW(+117.5K)	All Managers (Combined)	$5.0M	0.1% ($5.0M/$8.3B)	QoQ +18.65% (+$786.3K) YoY NEW(+$5.0M)
KIMBERLY CLARK CORP(KMBcusip494368103)	34.9K	QoQ +15.59% (+4.7K) YoY NEW(+34.9K)	All Managers (Combined)	$5.0M	0.1% ($5.0M/$8.3B)	QoQ +25.33% (+$1.0M) YoY NEW(+$5.0M)
COMCAST CORP(CMCSAcusip20030N101)	134.1K	QoQ +34.80% (+34.6K) YoY +522.59% (+112.6K)	All Managers (Combined)	$4.9M	0.1% ($4.9M/$8.3B)	QoQ +32.38% (+$1.2M) YoY +429.29% (+$4.0M)
(cusip92206C771)✕	106.5K	QoQ -12.88% (-15.7K) YoY NEW(+106.5K)	All Managers (Combined)	$4.9M	0.1% ($4.9M/$8.3B)	QoQ -11.03% (-$611.7K) YoY NEW(+$4.9M)
(cusip464288588)✕	52.4K	QoQ -90.61% (-506.4K) YoY -10.17% (-5.9K)	All Managers (Combined)	$4.9M	0.1% ($4.9M/$8.3B)	QoQ -90.40% (-$46.3M) YoY -8.85% (-$478.0K)
INSULET CORP(PODDcusip45784P101)	18.4K	QoQ +30.80% (+4.3K) YoY +59.47% (+6.9K)	All Managers (Combined)	$4.8M	0.1% ($4.8M/$8.3B)	QoQ +31.59% (+$1.2M) YoY +144.38% (+$2.9M)
DELTA AIR LINES, INC.(DALcusip247361702)	109.6K	QoQ +1.00% (-1.1K) YoY NEW(+109.6K)	All Managers (Combined)	$4.8M	0.1% ($4.8M/$8.3B)	QoQ -27.02% (-$1.8M) YoY NEW(+$4.8M)
(VBcusip922908751)	21.4K	QoQ +58.05% (+7.8K) YoY +197.13% (+14.2K)	All Managers (Combined)	$4.8M	0.1% ($4.8M/$8.3B)	QoQ +46.51% (+$1.5M) YoY +189.54% (+$3.1M)
(cusip00162Q452)✕	90.7K	QoQ +3.13% (+2.8K) YoY -15.19% (-16.3K)	All Managers (Combined)	$4.7M	0.1% ($4.7M/$8.3B)	QoQ +11.23% (+$476.0K) YoY -7.19% (-$365.1K)
(MUBcusip464288414)	44.5K	QoQ +55.92% (+16.0K) YoY +63.88% (+17.4K)	All Managers (Combined)	$4.7M	0.1% ($4.7M/$8.3B)	QoQ +54.33% (+$1.7M) YoY +60.63% (+$1.8M)
NOVO NORDISK A S(NVOcusip670100205)	64.9K	QoQ +259.05% (+46.8K) YoY +430.82% (+52.7K)	All Managers (Combined)	$4.6M	0.1% ($4.6M/$8.3B)	QoQ +197.89% (+$3.1M) YoY +195.02% (+$3.1M)