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

Search and click to pin securities to the top

Page 21 of 54

Sort by:

TRAVELERS COMPANIES, INC.

TRV|89417E109

11865(+21.9%)

Value:

$3.1B(+33.6%)

78467V608

75701(-23.0%)

Value:

$3.1B(-24.1%)

Blackstone Inc.

BX|09260D107

22010(-0.3%)

Value:

$3.1B(-18.4%)

577130610

112329(+2.5%)

Value:

$3.1B(-5.1%)

EQUINIX INC

EQIX|29444U700

3798(-1.8%)

Value:

$3.1B(-15.0%)

PROGRESSIVE CORP/OH/

PGR|743315103

10961(+1.8%)

Value:

$3.1B(+19.9%)

921937835

BND|921937835

42105(+10.6%)

Value:

$3.1B(+12.9%)

US BANCORP \DE\

USB|902973304

72782(-7.9%)

Value:

$3.1B(-18.7%)

SHERWIN WILLIAMS CO

SHW|824348106

8733(-83.5%)

Value:

$3.0B(-83.1%)

FISERV INC

FI|337738108

13733(+270.6%)

Value:

$3.0B(+299.0%)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

15952(+39.3%)

Value:

$3.0B(+40.5%)

POOL CORP

POOL|73278L105

9473(+21.0%)

Value:

$3.0B(+13.0%)

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

42875(-4.2%)

Value:

$3.0B(-7.0%)

Duke Energy CORP

DUK|26441C204

25849(+154.2%)

Value:

$3.0B(+175.2%)

97717W794

54380(-12.9%)

Value:

$3.0B(-3.0%)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

12370(+42.4%)

Value:

$3.0B(+62.2%)

19761L706

90009

Value:

$3.0B

WESTERN ALLIANCE BANCORPORATION

WAL|957638109

38734(+27.3%)

Value:

$3.0B(+17.0%)

46435G102

35504

Value:

$3.0B

97717W406

27000(+0.0%)

Value:

$3.0B(+3.1%)

Instrument	Shares		Other Manager	Value
Travelers Companies, Inc.(TRVcusip89417E109)	11.9K	QoQ +21.86% (+2.1K) YoY +96.47% (+5.8K)	All Managers (Combined)	$3.1M	QoQ +33.64% (+$789.3K) YoY +125.53% (+$1.7M)
(cusip78467V608)✕	75.7K	QoQ -23.02% (-22.6K) YoY -82.35% (-353.3K)	All Managers (Combined)	$3.1M	QoQ -24.13% (-$990.6K) YoY -82.76% (-$15.0M)
Blackstone Inc.(BXcusip09260D107)	22.0K	QoQ -0.34% (-76) YoY -19.64% (-5.4K)	All Managers (Combined)	$3.1M	QoQ -18.35% (-$698.8K) YoY -13.59% (-$489.1K)
(cusip577130610)✕	112.3K	QoQ +2.50% (-2.7K) YoY NEW(+112.3K)	All Managers (Combined)	$3.1M	QoQ -5.06% (-$165.6K) YoY NEW(+$3.1M)
Equinix Inc(EQIXcusip29444U700)	3.8K	QoQ -1.75% (-68) YoY -13.46% (-591)	All Managers (Combined)	$3.1M	QoQ -14.99% (-$546.8K) YoY -14.46% (-$524.1K)
Progressive Corp/Oh/(PGRcusip743315103)	11.0K	QoQ +1.80% (+194) YoY +940.93% (+9.9K)	All Managers (Combined)	$3.1M	QoQ +19.87% (+$512.7K) YoY +1320.03% (+$2.9M)
(BNDcusip921937835)	42.1K	QoQ +10.58% (+4.0K) YoY +29.98% (+9.7K)	All Managers (Combined)	$3.1M	QoQ +12.91% (+$353.6K) YoY +31.41% (+$739.1K)
Us Bancorp \De\(USBcusip902973304)	72.8K	QoQ -7.90% (-6.2K) YoY +303.69% (+54.8K)	All Managers (Combined)	$3.1M	QoQ -18.67% (-$706.1K) YoY +281.39% (+$2.3M)
Sherwin Williams Co(SHWcusip824348106)	8.7K	QoQ -83.47% (-44.1K) YoY -82.37% (-40.8K)	All Managers (Combined)	$3.0M	QoQ -83.06% (-$14.9M) YoY -82.32% (-$14.2M)
Fiserv Inc(FIcusip337738108)	13.7K	QoQ +270.56% (+10.0K) YoY +534.31% (+11.6K)	All Managers (Combined)	$3.0M	QoQ +299.01% (+$2.3M) YoY +777.83% (+$2.7M)
Lincoln Electric Holdings Inc(LECOcusip533900106)	16.0K	QoQ +39.29% (+4.5K) YoY NEW(+16.0K)	All Managers (Combined)	$3.0M	QoQ +40.53% (+$870.4K) YoY NEW(+$3.0M)
Pool Corp(POOLcusip73278L105)	9.5K	QoQ +20.99% (+1.6K) YoY -78.00% (-33.6K)	All Managers (Combined)	$3.0M	QoQ +12.98% (+$346.7K) YoY -82.64% (-$14.4M)
Canadian Pacific Kansas City Ltd/Cn(CP.TOcusip13646K108)	42.9K	QoQ -4.18% (-1.9K) YoY -4.62% (-2.1K)	All Managers (Combined)	$3.0M	QoQ -7.00% (-$226.9K) YoY -24.02% (-$952.1K)
Duke Energy Corp(DUKcusip26441C204)	25.8K	QoQ +154.24% (+15.7K) YoY NEW(+25.8K)	All Managers (Combined)	$3.0M	QoQ +175.22% (+$1.9M) YoY NEW(+$3.0M)
(cusip97717W794)✕	54.4K	QoQ -12.89% (-8.0K) YoY -9.42% (-5.7K)	All Managers (Combined)	$3.0M	QoQ -2.97% (-$91.8K) YoY -3.54% (-$110.1K)
Marsh & Mclennan Companies, Inc.(MMCcusip571748102)	12.4K	QoQ +42.38% (+3.7K) YoY +56.72% (+4.5K)	All Managers (Combined)	$3.0M	QoQ +62.20% (+$1.1M) YoY +84.11% (+$1.4M)
(cusip19761L706)✕	90.0K	QoQ NEW(+90.0K) YoY NEW(+90.0K)	All Managers (Combined)	$3.0M	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
Western Alliance Bancorporation(WALcusip957638109)	38.7K	QoQ +27.25% (+8.3K) YoY NEW(+38.7K)	All Managers (Combined)	$3.0M	QoQ +17.03% (+$433.2K) YoY NEW(+$3.0M)
(cusip46435G102)✕	35.5K	QoQ NEW(+35.5K) YoY NEW(+35.5K)	All Managers (Combined)	$3.0M	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
(cusip97717W406)✕	27.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$3.0M	QoQ +3.07% (+$88.6K) YoY +7.88% (+$216.5K)