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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25434V708

DFAC|25434V708

89706

Value:

$3.0B

CHOICE HOTELS INTERNATIONAL INC /DE

CHH|169905106

22208(+17.3%)

Value:

$2.9B(+9.7%)

Clearwater Analytics Holdings, Inc.

CWAN|185123106

109614

Value:

$2.9B

808524870

108586(-4.3%)

Value:

$2.9B(-0.4%)

AMERIPRISE FINANCIAL INC

AMP|03076C106

5861(+14.0%)

Value:

$2.8B(+4.0%)

PAYCHEX INC

PAYX|704326107

18402(-2.3%)

Value:

$2.8B(+7.5%)

Belpointe PREP, LLC

OZ|080694102

43940(+0.0%)

Value:

$2.8B(-16.7%)

464287499

IWR|464287499

33243(+237.4%)

Value:

$2.8B(+225.2%)

SOUTHERN CO

SO|842587107

31035(+76.4%)

Value:

$2.8B(+95.4%)

Simply Good Foods Co

SMPL|82900L102

81965(+27.7%)

Value:

$2.8B(+13.0%)

46641Q670

60234

Value:

$2.8B

BlackRock, Inc.

BLK|09290D101

2947(+261.1%)

Value:

$2.8B(+234.5%)

GILEAD SCIENCES, INC.

GILD|375558103

24615(-0.4%)

Value:

$2.7B(+19.9%)

S&P Global Inc.

SPGI|78409V104

5380

Value:

$2.7B

SUNCOR ENERGY INC

SU|867224107

69549(+0.7%)

Value:

$2.7B(+9.3%)

Maplebear Inc.

CART|565394103

67451

Value:

$2.7B

03073E105

9650

Value:

$2.7B

464286533

45780(-0.2%)

Value:

$2.7B(+0.4%)

REPLIGEN CORP

RGEN|759916109

20812(+31.4%)

Value:

$2.7B(+16.3%)

92204A603

10394

Value:

$2.6B

Instrument	Shares		Other Manager	Value
(DFACcusip25434V708)	89.7K	QoQ NEW(+89.7K) YoY NEW(+89.7K)	All Managers (Combined)	$3.0M	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
Choice Hotels International Inc /De(CHHcusip169905106)	22.2K	QoQ +17.31% (+3.3K) YoY +52.46% (+7.6K)	All Managers (Combined)	$2.9M	QoQ +9.71% (+$261.0K) YoY +60.22% (+$1.1M)
Clearwater Analytics Holdings, Inc.(CWANcusip185123106)	109.6K	QoQ NEW(+109.6K) YoY NEW(+109.6K)	All Managers (Combined)	$2.9M	QoQ NEW(+$2.9M) YoY NEW(+$2.9M)
(cusip808524870)✕	108.6K	QoQ -4.31% (-4.9K) YoY +134.93% (+62.4K)	All Managers (Combined)	$2.9M	QoQ -0.38% (-$11.4K) YoY +21.11% (+$509.0K)
Ameriprise Financial Inc(AMPcusip03076C106)	5.9K	QoQ +14.04% (+722) YoY +262.46% (+4.2K)	All Managers (Combined)	$2.8M	QoQ +4.04% (+$110.8K) YoY +301.62% (+$2.1M)
Paychex Inc(PAYXcusip704326107)	18.4K	QoQ -2.28% (-430) YoY +311.49% (+13.9K)	All Managers (Combined)	$2.8M	QoQ +7.46% (-$197.2K) YoY +416.69% (+$2.3M)
Belpointe Prep, Llc(OZcusip080694102)	43.9K	QoQ 0.00% (-0) YoY NEW(+43.9K)	All Managers (Combined)	$2.8M	QoQ -16.66% (-$566.8K) YoY NEW(+$2.8M)
(IWRcusip464287499)	33.2K	QoQ +237.38% (+23.4K) YoY +773.89% (+29.4K)	All Managers (Combined)	$2.8M	QoQ +225.20% (+$2.0M) YoY +785.56% (+$2.5M)
Southern Co(SOcusip842587107)	31.0K	QoQ +76.36% (+13.4K) YoY +768.11% (+27.5K)	All Managers (Combined)	$2.8M	QoQ +95.39% (+$1.4M) YoY +1003.49% (+$2.6M)
Simply Good Foods Co(SMPLcusip82900L102)	82.0K	QoQ +27.66% (+17.8K) YoY -58.78% (-116.9K)	All Managers (Combined)	$2.8M	QoQ +12.96% (+$324.4K) YoY -58.22% (-$3.9M)
(cusip46641Q670)✕	60.2K	QoQ NEW(+60.2K) YoY NEW(+60.2K)	All Managers (Combined)	$2.8M	QoQ NEW(+$2.8M) YoY NEW(+$2.8M)
Blackrock, Inc.(BLKcusip09290D101)	2.9K	QoQ +261.15% (+2.1K) YoY NEW(+2.9K)	All Managers (Combined)	$2.8M	QoQ +234.51% (+$2.0M) YoY NEW(+$2.8M)
Gilead Sciences, Inc.(GILDcusip375558103)	24.6K	QoQ -0.41% (-103) YoY +362.68% (+19.3K)	All Managers (Combined)	$2.7M	QoQ +19.86% (-$453.6K) YoY +602.30% (+$2.3M)
S&P Global Inc.(SPGIcusip78409V104)	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$2.7M	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
Suncor Energy Inc(SUcusip867224107)	69.5K	QoQ +0.68% (+475) YoY +769.03% (+61.5K)	All Managers (Combined)	$2.7M	QoQ +9.26% (+$228.3K) YoY +811.63% (+$2.4M)
Maplebear Inc.(CARTcusip565394103)	67.5K	QoQ NEW(+67.5K) YoY NEW(+67.5K)	All Managers (Combined)	$2.7M	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
(cusip03073E105)✕	9.7K	QoQ NEW(+9.7K) YoY NEW(+9.7K)	All Managers (Combined)	$2.7M	QoQ NEW(+$2.7M) YoY NEW(+$2.7M)
(cusip464286533)✕	45.8K	QoQ -0.21% (-98) YoY +46.82% (+14.6K)	All Managers (Combined)	$2.7M	QoQ +0.39% (-$10.4K) YoY +51.36% (+$906.3K)
Repligen Corp(RGENcusip759916109)	20.8K	QoQ +31.43% (+5.0K) YoY +57.42% (+7.6K)	All Managers (Combined)	$2.7M	QoQ +16.27% (+$371.0K) YoY +9.00% (+$218.9K)
(cusip92204A603)✕	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$2.6M	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)