Congress-Wealth-Management-Llc--De-

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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: congress-wealth-management-llc--de-
Manager Name: Congress-Wealth-Management-Llc--De-

Data Enrichment

72% identified

762 identified302 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,064 positions • $8.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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74316P587

Shares:2.5M

Value:$61.7M

% of Portfolio:0.7% ($61.7M/$8.3B)

46138E628

Shares:955.8K

Value:$60.0M

% of Portfolio:0.7% ($60.0M/$8.3B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:242.8K

Value:$59.6M

% of Portfolio:0.7% ($59.6M/$8.3B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:62.7K

Value:$59.3M

% of Portfolio:0.7% ($59.3M/$8.3B)

ELI LILLY & Co

LLY|532457108

Shares:69.7K

Value:$57.8M

% of Portfolio:0.7% ($57.8M/$8.3B)

03463K737

Shares:6.6M

Value:$57.2M

% of Portfolio:0.7% ($57.2M/$8.3B)

Alphabet Inc.

GOOGL|02079K305

Shares:359.8K

Value:$55.9M

% of Portfolio:0.7% ($55.9M/$8.3B)

921946406

VYM|921946406

Shares:424.5K

Value:$54.8M

% of Portfolio:0.7% ($54.8M/$8.3B)

81369Y308

Shares:620.8K

Value:$50.7M

% of Portfolio:0.6% ($50.7M/$8.3B)

81369Y506

Shares:510.0K

Value:$47.7M

% of Portfolio:0.6% ($47.7M/$8.3B)

464287507

IJH|464287507

Shares:801.3K

Value:$46.8M

% of Portfolio:0.6% ($46.8M/$8.3B)

464287804

IJR|464287804

Shares:435.1K

Value:$45.6M

% of Portfolio:0.5% ($45.6M/$8.3B)

78468R853

Shares:1.1M

Value:$45.4M

% of Portfolio:0.5% ($45.4M/$8.3B)

922908736

VUG|922908736

Shares:119.8K

Value:$45.3M

% of Portfolio:0.5% ($45.3M/$8.3B)

464287465

EFA|464287465

Shares:550.7K

Value:$45.0M

% of Portfolio:0.5% ($45.0M/$8.3B)

464287721

Shares:318.5K

Value:$44.7M

% of Portfolio:0.5% ($44.7M/$8.3B)

92206C680

VONG|92206C680

Shares:481.1K

Value:$44.6M

% of Portfolio:0.5% ($44.6M/$8.3B)

37954Y673

Shares:1.2M

Value:$44.3M

% of Portfolio:0.5% ($44.3M/$8.3B)

922020805

Shares:870.1K

Value:$43.4M

% of Portfolio:0.5% ($43.4M/$8.3B)

81369Y407

Shares:216.5K

Value:$42.8M

% of Portfolio:0.5% ($42.8M/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip74316P587)✕	2.5M	QoQ +11.28% (+252.4K) YoY NEW(+2.5M)	All Managers (Combined)	$61.7M	0.7% ($61.7M/$8.3B)	QoQ +12.88% (+$7.0M) YoY NEW(+$61.7M)
(cusip46138E628)✕	955.8K	QoQ -2.06% (-20.2K) YoY +345.92% (+741.5K)	All Managers (Combined)	$60.0M	0.7% ($60.0M/$8.3B)	QoQ -5.93% (-$3.8M) YoY +421.62% (+$48.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	242.8K	QoQ +25.63% (+49.5K) YoY +54.24% (+85.4K)	All Managers (Combined)	$59.6M	0.7% ($59.6M/$8.3B)	QoQ +28.70% (+$13.3M) YoY +89.09% (+$28.1M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	62.7K	QoQ +11.04% (+6.2K) YoY +12.09% (+6.8K)	All Managers (Combined)	$59.3M	0.7% ($59.3M/$8.3B)	QoQ +14.49% (+$7.5M) YoY +44.54% (+$18.3M)
ELI LILLY & Co(LLYcusip532457108)	69.7K	QoQ +43.35% (+21.1K) YoY +80.63% (+31.1K)	All Managers (Combined)	$57.8M	0.7% ($57.8M/$8.3B)	QoQ +54.05% (+$20.3M) YoY +92.62% (+$27.8M)
(cusip03463K737)✕	6.6M	QoQ NEW(+6.6M) YoY NEW(+6.6M)	All Managers (Combined)	$57.2M	0.7% ($57.2M/$8.3B)	QoQ NEW(+$57.2M) YoY NEW(+$57.2M)
Alphabet Inc.(GOOGLcusip02079K305)	359.8K	QoQ +22.26% (+65.5K) YoY +99.91% (+179.8K)	All Managers (Combined)	$55.9M	0.7% ($55.9M/$8.3B)	QoQ +0.31% (+$174.8K) YoY +105.71% (+$28.7M)
(VYMcusip921946406)	424.5K	QoQ +11.06% (+42.3K) YoY +7097.23% (+418.6K)	All Managers (Combined)	$54.8M	0.7% ($54.8M/$8.3B)	QoQ +12.28% (+$6.0M) YoY +7572.26% (+$54.0M)
(cusip81369Y308)✕	620.8K	QoQ +68.15% (+251.6K) YoY +68.86% (+253.2K)	All Managers (Combined)	$50.7M	0.6% ($50.7M/$8.3B)	QoQ +74.69% (+$21.7M) YoY +80.60% (+$22.6M)
(cusip81369Y506)✕	510.0K	QoQ +4.58% (+22.3K) YoY -30.34% (-222.2K)	All Managers (Combined)	$47.7M	0.6% ($47.7M/$8.3B)	QoQ +14.09% (+$5.9M) YoY -31.05% (-$21.5M)
(IJHcusip464287507)	801.3K	QoQ +2.13% (-16.7K) YoY +421.66% (+647.7K)	All Managers (Combined)	$46.8M	0.6% ($46.8M/$8.3B)	QoQ -4.31% (-$2.1M) YoY +401.34% (+$37.4M)
(IJRcusip464287804)	435.1K	QoQ +10.00% (-39.6K) YoY +267.20% (+316.6K)	All Managers (Combined)	$45.6M	0.5% ($45.6M/$8.3B)	QoQ 0.00% (-$1.2K) YoY +247.97% (+$32.5M)
(cusip78468R853)✕	1.1M	QoQ -36.74% (-647.2K) YoY -40.14% (-747.2K)	All Managers (Combined)	$45.4M	0.5% ($45.4M/$8.3B)	QoQ -42.59% (-$33.7M) YoY -43.31% (-$34.7M)
(VUGcusip922908736)	119.8K	QoQ +306.94% (+90.4K) YoY +325.47% (+91.7K)	All Managers (Combined)	$45.3M	0.5% ($45.3M/$8.3B)	QoQ +274.42% (+$33.2M) YoY +366.81% (+$35.6M)
(EFAcusip464287465)	550.7K	QoQ -2.50% (-14.2K) YoY -8.78% (-53.0K)	All Managers (Combined)	$45.0M	0.5% ($45.0M/$8.3B)	QoQ +5.39% (-$2.3M) YoY -6.64% (-$3.2M)
(cusip464287721)✕	318.5K	QoQ -3.74% (-12.4K) YoY -5.32% (-17.9K)	All Managers (Combined)	$44.7M	0.5% ($44.7M/$8.3B)	QoQ -15.25% (-$8.1M) YoY -1.55% (-$705.8K)
(VONGcusip92206C680)	481.1K	QoQ -0.47% (-2.3K) YoY -19.17% (-114.1K)	All Managers (Combined)	$44.6M	0.5% ($44.6M/$8.3B)	QoQ -10.66% (-$5.3M) YoY -13.52% (-$7.0M)
(cusip37954Y673)✕	1.2M	QoQ -31.08% (-529.4K) YoY -51.25% (-1.2M)	All Managers (Combined)	$44.3M	0.5% ($44.3M/$8.3B)	QoQ -35.65% (-$24.5M) YoY -53.80% (-$51.6M)
(cusip922020805)✕	870.1K	QoQ +1.73% (+14.8K) YoY NEW(+870.1K)	All Managers (Combined)	$43.4M	0.5% ($43.4M/$8.3B)	QoQ +4.84% (+$2.0M) YoY NEW(+$43.4M)
(cusip81369Y407)✕	216.5K	QoQ -29.32% (-89.8K) YoY +63.53% (+84.1K)	All Managers (Combined)	$42.8M	0.5% ($42.8M/$8.3B)	QoQ -37.79% (-$26.0M) YoY +75.61% (+$18.4M)