Congress-Wealth-Management-Llc--De-
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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
- Manager Name
- Congress-Wealth-Management-Llc--De-
Data Enrichment
72% identified762 identified302 unidentified
Holdings
1,064 positions • $8.3B total value
Manager:
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Page 19 of 54
464288281
Shares:44.6K
Value:$4.0M
% of Portfolio:0.0% ($4.0M/$8.3B)
46138G706
Shares:128.4K
Value:$3.9M
% of Portfolio:0.0% ($3.9M/$8.3B)
46641Q332
Shares:66.3K
Value:$3.8M
% of Portfolio:0.0% ($3.8M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
DEERE & CO(DEcusip244199105) | 8.6K | All Managers (Combined) | $4.0M | 0.0% ($4.0M/$8.3B) | ||
(cusip464288281)✕ | 44.6K | All Managers (Combined) | $4.0M | 0.0% ($4.0M/$8.3B) | ||
| 14.1K | All Managers (Combined) | $4.0M | 0.0% ($4.0M/$8.3B) | |||
| 13.3K | All Managers (Combined) | $4.0M | 0.0% ($4.0M/$8.3B) | |||
SM Energy Co(SMcusip78454L100) | 132.8K | All Managers (Combined) | $4.0M | 0.0% ($4.0M/$8.3B) | ||
(cusip46138G706)✕ | 128.4K | YoY NEW(+128.4K) | All Managers (Combined) | $3.9M | 0.0% ($3.9M/$8.3B) | YoY NEW(+$3.9M) |
| 49.7K | All Managers (Combined) | $3.9M | 0.0% ($3.9M/$8.3B) | |||
| 32.4K | All Managers (Combined) | $3.9M | 0.0% ($3.9M/$8.3B) | |||
| 10.9K | All Managers (Combined) | $3.9M | 0.0% ($3.9M/$8.3B) | |||
| 6.1K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | |||
(cusip46641Q332)✕ | 66.3K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | ||
ADOBE INC.(ADBEcusip00724F101) | 9.8K | All Managers (Combined) | $3.8M | 0.0% ($3.8M/$8.3B) | ||
| 14.3K | All Managers (Combined) | $3.7M | 0.0% ($3.7M/$8.3B) | |||
| 32.8K | All Managers (Combined) | $3.6M | 0.0% ($3.6M/$8.3B) | |||
| 100.9K | QoQ +0.10% (+102)YoY NEW(+100.9K) | All Managers (Combined) | $3.6M | 0.0% ($3.6M/$8.3B) | YoY NEW(+$3.6M) | |
Cactus, Inc.(WHDcusip127203107) | 78.0K | All Managers (Combined) | $3.6M | 0.0% ($3.6M/$8.3B) | ||
| 14.4K | All Managers (Combined) | $3.6M | 0.0% ($3.6M/$8.3B) | |||
GENUINE PARTS CO(GPCcusip372460105) | 29.9K | QoQ -0.52% (-158)YoY NEW(+29.9K) | All Managers (Combined) | $3.6M | 0.0% ($3.6M/$8.3B) | YoY NEW(+$3.6M) |
STARBUCKS CORP(SBUXcusip855244109) | 36.1K | All Managers (Combined) | $3.5M | 0.0% ($3.5M/$8.3B) | ||
MongoDB, Inc.(MDBcusip60937P106) | 20.1K | QoQ NEW(+20.1K) YoY NEW(+20.1K) | All Managers (Combined) | $3.5M | 0.0% ($3.5M/$8.3B) | QoQ NEW(+$3.5M) YoY NEW(+$3.5M) |