Congress-Wealth-Management-Llc--De-
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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
- Manager Name
- Congress-Wealth-Management-Llc--De-
Data Enrichment
72% identified762 identified302 unidentified
Holdings
1,064 positions • $8.3B total value
Manager:
Search and click to pin securities to the top
Page 21 of 54
78467V608
Shares:75.7K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$8.3B)
577130610
Shares:112.3K
Value:$3.1M
% of Portfolio:0.0% ($3.1M/$8.3B)
Shares:42.9K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$8.3B)
97717W794
Shares:54.4K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$8.3B)
Shares:12.4K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$8.3B)
19761L706
Shares:90.0K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$8.3B)
Shares:38.7K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$8.3B)
46435G102
Shares:35.5K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$8.3B)
97717W406
Shares:27.0K
Value:$3.0M
% of Portfolio:0.0% ($3.0M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 11.9K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | |||
(cusip78467V608)✕ | 75.7K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | ||
Blackstone Inc.(BXcusip09260D107) | 22.0K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | ||
(cusip577130610)✕ | 112.3K | YoY NEW(+112.3K) | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | YoY NEW(+$3.1M) |
EQUINIX INC(EQIXcusip29444U700) | 3.8K | QoQ -1.75% (-68) | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | |
| 11.0K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | |||
| 42.1K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | |||
US BANCORP \DE\(USBcusip902973304) | 72.8K | All Managers (Combined) | $3.1M | 0.0% ($3.1M/$8.3B) | ||
| 8.7K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | |||
FISERV INC(FIcusip337738108) | 13.7K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | ||
| 16.0K | YoY NEW(+16.0K) | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | YoY NEW(+$3.0M) | |
| 9.5K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | |||
| 42.9K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | |||
Duke Energy CORP(DUKcusip26441C204) | 25.8K | YoY NEW(+25.8K) | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | YoY NEW(+$3.0M) |
(cusip97717W794)✕ | 54.4K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | ||
| 12.4K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | |||
(cusip19761L706)✕ | 90.0K | QoQ NEW(+90.0K) YoY NEW(+90.0K) | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | QoQ NEW(+$3.0M) YoY NEW(+$3.0M) |
| 38.7K | YoY NEW(+38.7K) | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | YoY NEW(+$3.0M) | |
(cusip46435G102)✕ | 35.5K | QoQ NEW(+35.5K) YoY NEW(+35.5K) | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | QoQ NEW(+$3.0M) YoY NEW(+$3.0M) |
(cusip97717W406)✕ | 27.0K | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) |