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 18 of 54
464288687
Shares:
148567(-30.5%)
Value:
$4.6B(-32.1%)
464288521
Shares:
78959(-0.1%)
Value:
$4.5B(+0.4%)
25861R105
Shares:
97693(-6.2%)
Value:
$4.5B(-4.3%)
464288612
Shares:
42076(-2.8%)
Value:
$4.5B(-1.1%)
464288257
Shares:
37659(-0.3%)
Value:
$4.4B(-1.2%)
74316P637
Shares:
135351(+29.8%)
Value:
$4.3B(+21.6%)
46138G649
Shares:
20986(+91.6%)
Value:
$4.1B(+75.8%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
210.3K | YoY NEW(+210.3K) | All Managers (Combined) | $4.6M | YoY NEW(+$4.6M) | |
(cusip464288687)✕ | 148.6K | All Managers (Combined) | $4.6M | ||
(cusip464288521)✕ | 79.0K | QoQ -0.10% (-83) | All Managers (Combined) | $4.5M | |
57.3K | All Managers (Combined) | $4.5M | |||
(cusip25861R105)✕ | 97.7K | All Managers (Combined) | $4.5M | ||
(cusip464288612)✕ | 42.1K | All Managers (Combined) | $4.5M | ||
(cusip464288257)✕ | 37.7K | All Managers (Combined) | $4.4M | ||
69.7K | YoY NEW(+69.7K) | All Managers (Combined) | $4.4M | YoY NEW(+$4.4M) | |
85.7K | All Managers (Combined) | $4.3M | |||
(cusip74316P637)✕ | 135.4K | YoY NEW(+135.4K) | All Managers (Combined) | $4.3M | YoY NEW(+$4.3M) |
27.8K | All Managers (Combined) | $4.3M | |||
14.0K | All Managers (Combined) | $4.3M | |||
54.8K | All Managers (Combined) | $4.2M | |||
44.8K | All Managers (Combined) | $4.2M | |||
104.7K | All Managers (Combined) | $4.2M | |||
67.9K | QoQ -0.20% (-141)YoY NEW(+67.9K) | All Managers (Combined) | $4.1M | YoY NEW(+$4.1M) | |
30.1K | All Managers (Combined) | $4.1M | |||
23.6K | All Managers (Combined) | $4.1M | |||
24.3K | QoQ +0.92% (-224)YoY +1.15% (+279) | All Managers (Combined) | $4.1M | ||
(cusip46138G649)✕ | 21.0K | YoY NEW(+21.0K) | All Managers (Combined) | $4.1M | YoY NEW(+$4.1M) |