Congress Wealth Management LLC / De /

Filing Details

13F-HR2025-03-31
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% identified
762 identified302 unidentified

Holdings

1,064 positions
Manager:
Search and click to pin securities to the top
Page 19 of 54
DEERE & CO
Shares:
8599(+103.0%)
Value:
$4.0B(+125.3%)
464288281
Shares:
44599(+1.6%)
Value:
$4.0B(+3.4%)
VALMONT INDUSTRIES INC
Shares:
14056(+28.1%)
Value:
$4.0B(+19.2%)
Morningstar, Inc.
Shares:
13260(+32.5%)
Value:
$4.0B(+18.0%)
SM Energy Co
Shares:
132782(+13.9%)
Value:
$4.0B(-12.0%)
46138G706
Shares:
128384(+6.2%)
Value:
$3.9B(-2.4%)
921937827
Shares:
49699(+22.4%)
Value:
$3.9B(+24.0%)
92204A405
Shares:
32352(-31.9%)
Value:
$3.9B(-30.9%)
CrowdStrike Holdings, Inc.
Shares:
10904(+663.0%)
Value:
$3.9B(+692.0%)
UNITED RENTALS, INC.
Shares:
6128(-8.9%)
Value:
$3.8B(-18.9%)
46641Q332
Shares:
66277(+474.8%)
Value:
$3.8B(+473.2%)
ADOBE INC.
Shares:
9825(+37.8%)
Value:
$3.8B(+19.0%)
922908629
Shares:
14265(+116.9%)
Value:
$3.7B(+113.2%)
UNITED PARCEL SERVICE INC
Shares:
32759(+209.1%)
Value:
$3.6B(+172.9%)
LINCOLN NATIONAL CORP
Shares:
100907(+0.1%)
Value:
$3.6B(+13.4%)
Cactus, Inc.
Shares:
77988(+27.7%)
Value:
$3.6B(+0.3%)
ILLINOIS TOOL WORKS INC
Shares:
14405(+17.6%)
Value:
$3.6B(+15.1%)
GENUINE PARTS CO
Shares:
29948(-0.5%)
Value:
$3.6B(+1.5%)
STARBUCKS CORP
Shares:
36079(+109.4%)
Value:
$3.5B(+123.9%)
MongoDB, Inc.
Shares:
20079
Value:
$3.5B