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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922907746

VTEB|922907746

108499(+8.3%)

Value:

$5.4B(+7.2%)

921937819

BIV|921937819

69531(+40.3%)

Value:

$5.3B(+43.6%)

YETI Holdings, Inc.

YETI|98585X104

157486(+1.6%)

Value:

$5.2B(-12.6%)

922908553

VNQ|922908553

57296(-24.4%)

Value:

$5.2B(-23.1%)

464287812

72116

Value:

$5.2B

Medtronic plc

MDT|G5960L103

57309(+79.2%)

Value:

$5.2B(+101.6%)

Primoris Services Corp

PRIM|74164F103

89175(+22.1%)

Value:

$5.1B(-8.3%)

Kinsale Capital Group, Inc.

KNSL|49714P108

10476(+9.5%)

Value:

$5.1B(+14.6%)

LOCKHEED MARTIN CORP

LMT|539830109

11402(+14.1%)

Value:

$5.1B(+4.8%)

LKQ CORP

LKQ|501889208

117548(+2.5%)

Value:

$5.0B(+18.6%)

KIMBERLY CLARK CORP

KMB|494368103

34897(+15.6%)

Value:

$5.0B(+25.3%)

COMCAST CORP

CMCSA|20030N101

134107(+34.8%)

Value:

$4.9B(+32.4%)

92206C771

106456(-12.9%)

Value:

$4.9B(-11.0%)

464288588

52443(-90.6%)

Value:

$4.9B(-90.4%)

INSULET CORP

PODD|45784P101

18413(+30.8%)

Value:

$4.8B(+31.6%)

DELTA AIR LINES, INC.

DAL|247361702

109637(+1.0%)

Value:

$4.8B(-27.0%)

922908751

VB|922908751

21364(+58.0%)

Value:

$4.8B(+46.5%)

00162Q452

90722(+3.1%)

Value:

$4.7B(+11.2%)

464288414

MUB|464288414

44507(+55.9%)

Value:

$4.7B(+54.3%)

NOVO NORDISK A S

NVO|670100205

64914(+259.1%)

Value:

$4.6B(+197.9%)

Instrument	Shares		Other Manager	Value
(VTEBcusip922907746)	108.5K	QoQ +8.27% (+8.3K) YoY +7.56% (+7.6K)	All Managers (Combined)	$5.4M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +197.89% (+$3.1M) YoY +195.02% (+$3.1M)