Congress Wealth Management LLC / De /

Filing Details

13F-HR • 2025-03-31
SEC
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

1,064 positions
Manager:
SEC
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Page 2 of 54
74316P587
74316P587
Shares:
2488122(+11.3%)
Value:
$61.7B(+12.9%)
46138E628
46138E628
Shares:
955843(-2.1%)
Value:
$60.0B(-5.9%)
JPMORGAN CHASE & CO
JPM|46625H100
Shares:
242757(+25.6%)
Value:
$59.6B(+28.7%)
COSTCO WHOLESALE CORP /NEW
COST|22160K105
Shares:
62746(+11.0%)
Value:
$59.3B(+14.5%)
ELI LILLY & Co
LLY|532457108
Shares:
69680(+43.4%)
Value:
$57.8B(+54.0%)
03463K737
03463K737
Shares:
6592549
Value:
$57.2B
Alphabet Inc.
GOOGL|02079K305
Shares:
359799(+22.3%)
Value:
$55.9B(+0.3%)
921946406
VYM|921946406
Shares:
424493(+11.1%)
Value:
$54.8B(+12.3%)
81369Y308
81369Y308
Shares:
620791(+68.2%)
Value:
$50.7B(+74.7%)
81369Y506
81369Y506
Shares:
510014(+4.6%)
Value:
$47.7B(+14.1%)
464287507
IJH|464287507
Shares:
801253(+2.1%)
Value:
$46.8B(-4.3%)
464287804
IJR|464287804
Shares:
435096(+10.0%)
Value:
$45.6B(+0.0%)
78468R853
78468R853
Shares:
1114201(-36.7%)
Value:
$45.4B(-42.6%)
922908736
VUG|922908736
Shares:
119836(+306.9%)
Value:
$45.3B(+274.4%)
464287465
EFA|464287465
Shares:
550732(-2.5%)
Value:
$45.0B(+5.4%)
464287721
464287721
Shares:
318535(-3.7%)
Value:
$44.7B(-15.3%)
92206C680
VONG|92206C680
Shares:
481061(-0.5%)
Value:
$44.6B(-10.7%)
37954Y673
37954Y673
Shares:
1173781(-31.1%)
Value:
$44.3B(-35.6%)
922020805
922020805
Shares:
870067(+1.7%)
Value:
$43.4B(+4.8%)
81369Y407
81369Y407
Shares:
216506(-29.3%)
Value:
$42.8B(-37.8%)