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 • $8.3B total value
Manager:
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92189F437
Shares:121.8K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$8.3B)
Shares:23.5K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$8.3B)
AMERICAN TOWER CORP /MA/
Shares:15.9K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$8.3B)
MORGAN STANLEY
Shares:29.5K
Value:$3.5M
% of Portfolio:0.0% ($3.5M/$8.3B)
Kenvue Inc.
Shares:142.9K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$8.3B)
78470P846
Shares:120.1K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$8.3B)
72201R833
Shares:33.5K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$8.3B)
CDW Corp
Shares:21.0K
Value:$3.4M
% of Portfolio:0.0% ($3.4M/$8.3B)
ENTEGRIS INC
Shares:38.1K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
Marvell Technology, Inc.
Shares:53.5K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
31609A404
Shares:111.3K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
Avery Dennison Corp
Shares:18.6K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
Duolingo, Inc.
Shares:10.6K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
Bank of New York Mellon Corp
Shares:39.2K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
TEXAS INSTRUMENTS INC
Shares:18.1K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
PUBLIC SERVICE ENTERPRISE GROUP INC
Shares:39.4K
Value:$3.3M
% of Portfolio:0.0% ($3.3M/$8.3B)
808524847
Shares:149.9K
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$8.3B)
92206C706
Shares:53.8K
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$8.3B)
T-Mobile US, Inc.
Shares:11.9K
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$8.3B)
Autodesk, Inc.
Shares:12.0K
Value:$3.2M
% of Portfolio:0.0% ($3.2M/$8.3B)