Congress Wealth Management LLC / De /
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001904976
- Manager Name
- Congress Wealth Management LLC / De /
Data Enrichment
72% identified762 identified302 unidentified
Holdings
1,064 positions
Manager:
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Page 20 of 54
92189F437
Shares:
121773(+1.8%)
Value:
$3.5B(+2.5%)
78470P846
Shares:
120123(+19.6%)
Value:
$3.4B(+18.6%)
72201R833
Shares:
33511(+442.5%)
Value:
$3.4B(+443.9%)
31609A404
Shares:
111290(+767.0%)
Value:
$3.3B(+837.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip92189F437)✕ | 121.8K | All Managers (Combined) | $3.5M | ||
23.5K | All Managers (Combined) | $3.5M | |||
15.9K | All Managers (Combined) | $3.5M | |||
Morgan Stanley(MScusip617446448) | 29.5K | All Managers (Combined) | $3.5M | ||
Kenvue Inc.(KVUEcusip49177J102) | 142.9K | YoY NEW(+142.9K) | All Managers (Combined) | $3.4M | YoY NEW(+$3.4M) |
(cusip78470P846)✕ | 120.1K | YoY NEW(+120.1K) | All Managers (Combined) | $3.4M | YoY NEW(+$3.4M) |
(cusip72201R833)✕ | 33.5K | YoY NEW(+33.5K) | All Managers (Combined) | $3.4M | YoY NEW(+$3.4M) |
21.0K | All Managers (Combined) | $3.4M | |||
Entegris Inc(ENTGcusip29362U104) | 38.1K | All Managers (Combined) | $3.3M | ||
53.5K | YoY NEW(+53.5K) | All Managers (Combined) | $3.3M | YoY NEW(+$3.3M) | |
(cusip31609A404)✕ | 111.3K | YoY NEW(+111.3K) | All Managers (Combined) | $3.3M | YoY NEW(+$3.3M) |
18.6K | All Managers (Combined) | $3.3M | |||
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) |
39.2K | QoQ +0.49% (+191)YoY NEW(+39.2K) | All Managers (Combined) | $3.3M | YoY NEW(+$3.3M) | |
18.1K | All Managers (Combined) | $3.3M | |||
39.4K | YoY NEW(+39.4K) | All Managers (Combined) | $3.3M | YoY NEW(+$3.3M) | |
149.9K | All Managers (Combined) | $3.2M | |||
53.8K | All Managers (Combined) | $3.2M | |||
11.9K | YoY NEW(+11.9K) | All Managers (Combined) | $3.2M | YoY NEW(+$3.2M) | |
Autodesk, Inc.(ADSKcusip052769106) | 12.0K | All Managers (Combined) | $3.2M |