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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92189F437

121773(+1.8%)

Value:

$3.5B(+2.5%)

3M CO

MMM|88579Y101

23486(+132.5%)

Value:

$3.5B(+167.7%)

AMERICAN TOWER CORP /MA/

AMT|03027X100

15934(+82.6%)

Value:

$3.5B(+116.0%)

MORGAN STANLEY

MS|617446448

29516(+7.9%)

Value:

$3.5B(+0.4%)

Kenvue Inc.

KVUE|49177J102

142940(+24.4%)

Value:

$3.4B(+39.5%)

78470P846

120123(+19.6%)

Value:

$3.4B(+18.6%)

72201R833

33511(+442.5%)

Value:

$3.4B(+443.9%)

CDW Corp

CDW|12514G108

20992(+36.5%)

Value:

$3.4B(+25.8%)

ENTEGRIS INC

ENTG|29362U104

38094(+28.4%)

Value:

$3.3B(+13.4%)

Marvell Technology, Inc.

MRVL|573874104

53530(+379.0%)

Value:

$3.3B(+168.4%)

31609A404

111290(+767.0%)

Value:

$3.3B(+837.2%)

Avery Dennison Corp

AVY|053611109

18556(+32.6%)

Value:

$3.3B(+26.1%)

Duolingo, Inc.

DUOL|26603R106

10624

Value:

$3.3B

Bank of New York Mellon Corp

BK|064058100

39166(+0.5%)

Value:

$3.3B(+9.7%)

TEXAS INSTRUMENTS INC

TXN|882508104

18136(+24.9%)

Value:

$3.3B(+20.1%)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

39367(+758.8%)

Value:

$3.3B(+741.5%)

808524847

SCHH|808524847

149940(-2.7%)

Value:

$3.2B(-0.6%)

92206C706

VGIT|92206C706

53781(-34.5%)

Value:

$3.2B(-33.0%)

T-Mobile US, Inc.

TMUS|872590104

11947(+31.9%)

Value:

$3.2B(+58.6%)

Autodesk, Inc.

ADSK|052769106

12042(+63.5%)

Value:

$3.2B(+44.7%)

Instrument	Shares		Other Manager	Value
(cusip92189F437)✕	121.8K	QoQ +1.84% (+2.2K) YoY -13.75% (-19.4K)	All Managers (Combined)	$3.5M	QoQ +2.52% (+$86.5K) YoY -14.23% (-$583.1K)
3m Co(MMMcusip88579Y101)	23.5K	QoQ +132.51% (+13.4K) YoY +277.40% (+17.3K)	All Managers (Combined)	$3.5M	QoQ +167.69% (+$2.2M) YoY +428.83% (+$2.8M)
American Tower Corp /Ma/(AMTcusip03027X100)	15.9K	QoQ +82.60% (+7.2K) YoY +782.77% (+14.1K)	All Managers (Combined)	$3.5M	QoQ +115.96% (+$1.9M) YoY +868.37% (+$3.1M)
Morgan Stanley(MScusip617446448)	29.5K	QoQ +7.87% (+2.2K) YoY +74.52% (+12.6K)	All Managers (Combined)	$3.5M	QoQ +0.42% (+$14.7K) YoY +116.92% (+$1.9M)
Kenvue Inc.(KVUEcusip49177J102)	142.9K	QoQ +24.35% (+28.0K) YoY NEW(+142.9K)	All Managers (Combined)	$3.4M	QoQ +39.53% (+$970.1K) YoY NEW(+$3.4M)
(cusip78470P846)✕	120.1K	QoQ +19.58% (+19.7K) YoY NEW(+120.1K)	All Managers (Combined)	$3.4M	QoQ +18.55% (+$528.7K) YoY NEW(+$3.4M)
(cusip72201R833)✕	33.5K	QoQ +442.51% (+27.3K) YoY NEW(+33.5K)	All Managers (Combined)	$3.4M	QoQ +443.89% (+$2.8M) YoY NEW(+$3.4M)
Cdw Corp(CDWcusip12514G108)	21.0K	QoQ +36.50% (+5.6K) YoY +61.46% (+8.0K)	All Managers (Combined)	$3.4M	QoQ +25.79% (+$690.3K) YoY +1.23% (+$41.1K)
Entegris Inc(ENTGcusip29362U104)	38.1K	QoQ +28.42% (+8.4K) YoY -75.20% (-115.5K)	All Managers (Combined)	$3.3M	QoQ +13.45% (+$395.4K) YoY -84.55% (-$18.3M)
Marvell Technology, Inc.(MRVLcusip573874104)	53.5K	QoQ +378.97% (+42.4K) YoY NEW(+53.5K)	All Managers (Combined)	$3.3M	QoQ +168.36% (+$2.1M) YoY NEW(+$3.3M)
(cusip31609A404)✕	111.3K	QoQ +767.01% (+98.5K) YoY NEW(+111.3K)	All Managers (Combined)	$3.3M	QoQ +837.20% (+$3.0M) YoY NEW(+$3.3M)
Avery Dennison Corp(AVYcusip053611109)	18.6K	QoQ +32.62% (+4.6K) YoY -73.72% (-52.1K)	All Managers (Combined)	$3.3M	QoQ +26.12% (+$684.0K) YoY -79.05% (-$12.5M)
Duolingo, Inc.(DUOLcusip26603R106)	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$3.3M	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
Bank Of New York Mellon Corp(BKcusip064058100)	39.2K	QoQ +0.49% (+191) YoY NEW(+39.2K)	All Managers (Combined)	$3.3M	QoQ +9.72% (+$291.1K) YoY NEW(+$3.3M)
Texas Instruments Inc(TXNcusip882508104)	18.1K	QoQ +24.92% (+3.6K) YoY +108.43% (+9.4K)	All Managers (Combined)	$3.3M	QoQ +20.05% (+$546.0K) YoY +115.58% (+$1.8M)
Public Service Enterprise Group Inc(PEGcusip744573106)	39.4K	QoQ +758.79% (+34.8K) YoY NEW(+39.4K)	All Managers (Combined)	$3.3M	QoQ +741.45% (+$2.9M) YoY NEW(+$3.3M)
(SCHHcusip808524847)	149.9K	QoQ -2.71% (-4.2K) YoY +0.08% (+130)	All Managers (Combined)	$3.2M	QoQ -0.63% (-$20.7K) YoY +6.05% (+$184.1K)
(VGITcusip92206C706)	53.8K	QoQ -34.55% (-28.4K) YoY +35.28% (+14.0K)	All Managers (Combined)	$3.2M	QoQ -32.98% (-$1.6M) YoY +37.23% (+$866.8K)
T-Mobile Us, Inc.(TMUScusip872590104)	11.9K	QoQ +31.93% (+2.9K) YoY NEW(+11.9K)	All Managers (Combined)	$3.2M	QoQ +58.60% (+$1.2M) YoY NEW(+$3.2M)
Autodesk, Inc.(ADSKcusip052769106)	12.0K	QoQ +63.45% (+4.7K) YoY +1.00% (+120)	All Managers (Combined)	$3.2M	QoQ +44.69% (+$973.4K) YoY +1.49% (+$46.3K)