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 19 of 54
464288281
Shares:
44599(+1.6%)
Value:
$4.0B(+3.4%)
46138G706
Shares:
128384(+6.2%)
Value:
$3.9B(-2.4%)
46641Q332
Shares:
66277(+474.8%)
Value:
$3.8B(+473.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Deere & Co(DEcusip244199105) | 8.6K | All Managers (Combined) | $4.0M | ||
(cusip464288281)✕ | 44.6K | All Managers (Combined) | $4.0M | ||
14.1K | All Managers (Combined) | $4.0M | |||
13.3K | All Managers (Combined) | $4.0M | |||
Sm Energy Co(SMcusip78454L100) | 132.8K | All Managers (Combined) | $4.0M | ||
(cusip46138G706)✕ | 128.4K | YoY NEW(+128.4K) | All Managers (Combined) | $3.9M | YoY NEW(+$3.9M) |
49.7K | All Managers (Combined) | $3.9M | |||
32.4K | All Managers (Combined) | $3.9M | |||
10.9K | All Managers (Combined) | $3.9M | |||
6.1K | All Managers (Combined) | $3.8M | |||
(cusip46641Q332)✕ | 66.3K | All Managers (Combined) | $3.8M | ||
Adobe Inc.(ADBEcusip00724F101) | 9.8K | All Managers (Combined) | $3.8M | ||
14.3K | All Managers (Combined) | $3.7M | |||
32.8K | All Managers (Combined) | $3.6M | |||
100.9K | QoQ +0.10% (+102)YoY NEW(+100.9K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) | |
Cactus, Inc.(WHDcusip127203107) | 78.0K | All Managers (Combined) | $3.6M | ||
14.4K | All Managers (Combined) | $3.6M | |||
Genuine Parts Co(GPCcusip372460105) | 29.9K | QoQ -0.52% (-158)YoY NEW(+29.9K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) |
Starbucks Corp(SBUXcusip855244109) | 36.1K | All Managers (Combined) | $3.5M | ||
Mongodb, Inc.(MDBcusip60937P106) | 20.1K | QoQ NEW(+20.1K) YoY NEW(+20.1K) | All Managers (Combined) | $3.5M | QoQ NEW(+$3.5M) YoY NEW(+$3.5M) |