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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DEERE & CO

DE|244199105

8599(+103.0%)

Value:

$4.0B(+125.3%)

464288281

44599(+1.6%)

Value:

$4.0B(+3.4%)

VALMONT INDUSTRIES INC

VMI|920253101

14056(+28.1%)

Value:

$4.0B(+19.2%)

Morningstar, Inc.

MORN|617700109

13260(+32.5%)

Value:

$4.0B(+18.0%)

SM Energy Co

SM|78454L100

132782(+13.9%)

Value:

$4.0B(-12.0%)

46138G706

128384(+6.2%)

Value:

$3.9B(-2.4%)

921937827

BSV|921937827

49699(+22.4%)

Value:

$3.9B(+24.0%)

92204A405

VFH|92204A405

32352(-31.9%)

Value:

$3.9B(-30.9%)

CrowdStrike Holdings, Inc.

CRWD|22788C105

10904(+663.0%)

Value:

$3.9B(+692.0%)

UNITED RENTALS, INC.

URI|911363109

6128(-8.9%)

Value:

$3.8B(-18.9%)

46641Q332

66277(+474.8%)

Value:

$3.8B(+473.2%)

ADOBE INC.

ADBE|00724F101

9825(+37.8%)

Value:

$3.8B(+19.0%)

922908629

VO|922908629

14265(+116.9%)

Value:

$3.7B(+113.2%)

UNITED PARCEL SERVICE INC

UPS|911312106

32759(+209.1%)

Value:

$3.6B(+172.9%)

LINCOLN NATIONAL CORP

LNC|534187109

100907(+0.1%)

Value:

$3.6B(+13.4%)

Cactus, Inc.

WHD|127203107

77988(+27.7%)

Value:

$3.6B(+0.3%)

ILLINOIS TOOL WORKS INC

ITW|452308109

14405(+17.6%)

Value:

$3.6B(+15.1%)

GENUINE PARTS CO

GPC|372460105

29948(-0.5%)

Value:

$3.6B(+1.5%)

STARBUCKS CORP

SBUX|855244109

36079(+109.4%)

Value:

$3.5B(+123.9%)

MongoDB, Inc.

MDB|60937P106

20079

Value:

$3.5B

Instrument	Shares		Other Manager	Value
Deere & Co(DEcusip244199105)	8.6K	QoQ +103.04% (+4.4K) YoY +121.39% (+4.7K)	All Managers (Combined)	$4.0M	QoQ +125.32% (+$2.2M) YoY +153.45% (+$2.4M)
(cusip464288281)✕	44.6K	QoQ +1.58% (+696) YoY -55.45% (-55.5K)	All Managers (Combined)	$4.0M	QoQ +3.35% (+$131.3K) YoY -54.99% (-$4.9M)
Valmont Industries Inc(VMIcusip920253101)	14.1K	QoQ +28.11% (+3.1K) YoY -49.20% (-13.6K)	All Managers (Combined)	$4.0M	QoQ +19.21% (+$646.5K) YoY -36.50% (-$2.3M)
Morningstar, Inc.(MORNcusip617700109)	13.3K	QoQ +32.46% (+3.3K) YoY +67.53% (+5.3K)	All Managers (Combined)	$4.0M	QoQ +17.97% (+$606.1K) YoY +62.95% (+$1.5M)
Sm Energy Co(SMcusip78454L100)	132.8K	QoQ +13.88% (-16.2K) YoY +27.00% (-28.2K)	All Managers (Combined)	$4.0M	QoQ -11.99% (-$542.2K) YoY -23.69% (-$1.2M)
(cusip46138G706)✕	128.4K	QoQ +6.17% (-7.5K) YoY NEW(+128.4K)	All Managers (Combined)	$3.9M	QoQ -2.35% (-$94.2K) YoY NEW(+$3.9M)
(BSVcusip921937827)	49.7K	QoQ +22.43% (+9.1K) YoY +1605.52% (+46.8K)	All Managers (Combined)	$3.9M	QoQ +23.99% (+$752.5K) YoY +1640.61% (+$3.7M)
(VFHcusip92204A405)	32.4K	QoQ -31.86% (-15.1K) YoY -31.29% (-14.7K)	All Managers (Combined)	$3.9M	QoQ -30.92% (-$1.7M) YoY -19.68% (-$948.9K)
Crowdstrike Holdings, Inc.(CRWDcusip22788C105)	10.9K	QoQ +663.05% (+9.5K) YoY +155.36% (+6.6K)	All Managers (Combined)	$3.9M	QoQ +691.95% (+$3.4M) YoY +182.82% (+$2.5M)
United Rentals, Inc.(URIcusip911363109)	6.1K	QoQ -8.87% (-597) YoY +41.55% (+1.8K)	All Managers (Combined)	$3.8M	QoQ -18.93% (-$897.1K) YoY +23.03% (+$719.0K)
(cusip46641Q332)✕	66.3K	QoQ +474.82% (+54.7K) YoY +1644.59% (+62.5K)	All Managers (Combined)	$3.8M	QoQ +473.20% (+$3.1M) YoY +1629.67% (+$3.6M)
Adobe Inc.(ADBEcusip00724F101)	9.8K	QoQ +37.83% (+2.7K) YoY -73.33% (-27.0K)	All Managers (Combined)	$3.8M	QoQ +19.03% (+$603.3K) YoY -79.70% (-$14.8M)
(VOcusip922908629)	14.3K	QoQ +116.89% (+7.7K) YoY +1159.04% (+13.1K)	All Managers (Combined)	$3.7M	QoQ +113.22% (+$2.0M) YoY +1208.47% (+$3.4M)
United Parcel Service Inc(UPScusip911312106)	32.8K	QoQ +209.10% (+22.2K) YoY -55.01% (-40.1K)	All Managers (Combined)	$3.6M	QoQ +172.93% (+$2.3M) YoY -66.29% (-$7.2M)
Lincoln National Corp(LNCcusip534187109)	100.9K	QoQ +0.10% (+102) YoY NEW(+100.9K)	All Managers (Combined)	$3.6M	QoQ +13.36% (+$427.1K) YoY NEW(+$3.6M)
Cactus, Inc.(WHDcusip127203107)	78.0K	QoQ +27.74% (+16.9K) YoY +56.42% (+28.1K)	All Managers (Combined)	$3.6M	QoQ +0.31% (+$11.2K) YoY +43.12% (+$1.1M)
Illinois Tool Works Inc(ITWcusip452308109)	14.4K	QoQ +17.63% (+2.2K) YoY -75.21% (-43.7K)	All Managers (Combined)	$3.6M	QoQ +15.08% (+$468.5K) YoY -77.08% (-$12.0M)
Genuine Parts Co(GPCcusip372460105)	29.9K	QoQ -0.52% (-158) YoY NEW(+29.9K)	All Managers (Combined)	$3.6M	QoQ +1.50% (-$53.0K) YoY NEW(+$3.6M)
Starbucks Corp(SBUXcusip855244109)	36.1K	QoQ +109.39% (+18.8K) YoY +106.68% (+18.6K)	All Managers (Combined)	$3.5M	QoQ +123.92% (+$1.9M) YoY +120.69% (+$1.9M)
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)