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 22 of 54
Shares:22.2K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$8.3B)
Shares:109.6K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$8.3B)
808524870
Shares:108.6K
Value:$2.9M
% of Portfolio:0.0% ($2.9M/$8.3B)
46641Q670
Shares:60.2K
Value:$2.8M
% of Portfolio:0.0% ($2.8M/$8.3B)
03073E105
Shares:9.7K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.3B)
464286533
Shares:45.8K
Value:$2.7M
% of Portfolio:0.0% ($2.7M/$8.3B)
92204A603
Shares:10.4K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 89.7K | QoQ NEW(+89.7K) YoY NEW(+89.7K) | All Managers (Combined) | $3.0M | 0.0% ($3.0M/$8.3B) | QoQ NEW(+$3.0M) YoY NEW(+$3.0M) | |
| 22.2K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$8.3B) | |||
| 109.6K | QoQ NEW(+109.6K) YoY NEW(+109.6K) | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$8.3B) | QoQ NEW(+$2.9M) YoY NEW(+$2.9M) | |
(cusip808524870)✕ | 108.6K | All Managers (Combined) | $2.9M | 0.0% ($2.9M/$8.3B) | ||
| 5.9K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | |||
PAYCHEX INC(PAYXcusip704326107) | 18.4K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | ||
| 43.9K | QoQ 0.00% (-0)YoY NEW(+43.9K) | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | YoY NEW(+$2.8M) | |
| 33.2K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | |||
SOUTHERN CO(SOcusip842587107) | 31.0K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | ||
| 82.0K | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | |||
(cusip46641Q670)✕ | 60.2K | QoQ NEW(+60.2K) YoY NEW(+60.2K) | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | QoQ NEW(+$2.8M) YoY NEW(+$2.8M) |
BlackRock, Inc.(BLKcusip09290D101) | 2.9K | YoY NEW(+2.9K) | All Managers (Combined) | $2.8M | 0.0% ($2.8M/$8.3B) | YoY NEW(+$2.8M) |
| 24.6K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | |||
S&P Global Inc.(SPGIcusip78409V104) | 5.4K | QoQ NEW(+5.4K) YoY NEW(+5.4K) | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | QoQ NEW(+$2.7M) YoY NEW(+$2.7M) |
SUNCOR ENERGY INC(SUcusip867224107) | 69.5K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | ||
Maplebear Inc.(CARTcusip565394103) | 67.5K | QoQ NEW(+67.5K) YoY NEW(+67.5K) | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | QoQ NEW(+$2.7M) YoY NEW(+$2.7M) |
(cusip03073E105)✕ | 9.7K | QoQ NEW(+9.7K) YoY NEW(+9.7K) | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | QoQ NEW(+$2.7M) YoY NEW(+$2.7M) |
(cusip464286533)✕ | 45.8K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | ||
REPLIGEN CORP(RGENcusip759916109) | 20.8K | All Managers (Combined) | $2.7M | 0.0% ($2.7M/$8.3B) | ||
(cusip92204A603)✕ | 10.4K | QoQ NEW(+10.4K) YoY NEW(+10.4K) | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | QoQ NEW(+$2.6M) YoY NEW(+$2.6M) |