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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003261203

76481(-3.1%)

Value:

$2.6B(+5.5%)

GOLAR LNG LTD

GLNG|G9456A100

68600

Value:

$2.6B

GE Vernova Inc.

GEV|36828A101

8214(+214.9%)

Value:

$2.6B(+203.2%)

SIRIUS XM HOLDINGS INC.

SIRI|829933100

114086(+101.0%)

Value:

$2.6B(+98.8%)

Prologis, Inc.

PLD|74340W103

22919(+9.5%)

Value:

$2.6B(+15.8%)

92203J407

BNDX|92203J407

52159(+160.7%)

Value:

$2.5B(+159.4%)

IRON MOUNTAIN INC

IRM|46284V101

29559(-10.2%)

Value:

$2.5B(-26.4%)

INTUIT INC.

INTU|461202103

4088(-86.5%)

Value:

$2.5B(-86.8%)

WHIRLPOOL CORP /DE/

WHR|963320106

27468(+231.1%)

Value:

$2.5B(+162.4%)

464288646

47029(+130.1%)

Value:

$2.5B(+133.1%)

Elastic N.V.

ESTC|N14506104

27570

Value:

$2.5B

464287176

21819(-8.0%)

Value:

$2.4B(-4.0%)

922908538

VOT|922908538

9811

Value:

$2.4B

NORFOLK SOUTHERN CORP

NSC|655844108

10150(+14.5%)

Value:

$2.4B(+15.5%)

46436F103

76355(-1.2%)

Value:

$2.4B(+17.7%)

25861R303

45613(+206.9%)

Value:

$2.4B(+209.3%)

HORTON D R INC /DE/

DHI|23331A109

18551(+79.3%)

Value:

$2.4B(+63.2%)

TotalEnergies SE

TTE|89151E109

36513(+45.3%)

Value:

$2.4B(+70.6%)

PayPal Holdings, Inc.

PYPL|70450Y103

35818(+72.8%)

Value:

$2.4B(+32.9%)

FIFTH THIRD BANCORP

FITB|316773100

59373(+1.8%)

Value:

$2.3B(-5.6%)

Instrument	Shares		Other Manager	Value
(cusip003261203)✕	76.5K	QoQ -3.11% (-2.5K) YoY NEW(+76.5K)	All Managers (Combined)	$2.6M	QoQ +5.54% (-$137.1K) YoY NEW(+$2.6M)
Golar Lng Ltd(GLNGcusipG9456A100)	68.6K	QoQ NEW(+68.6K) YoY NEW(+68.6K)	All Managers (Combined)	$2.6M	QoQ NEW(+$2.6M) YoY NEW(+$2.6M)
Ge Vernova Inc.(GEVcusip36828A101)	8.2K	QoQ +214.95% (+5.6K) YoY NEW(+8.2K)	All Managers (Combined)	$2.6M	QoQ +203.23% (+$1.7M) YoY NEW(+$2.6M)
Sirius Xm Holdings Inc.(SIRIcusip829933100)	114.1K	QoQ +101.01% (+57.3K) YoY NEW(+114.1K)	All Managers (Combined)	$2.6M	QoQ +98.79% (+$1.3M) YoY NEW(+$2.6M)
Prologis, Inc.(PLDcusip74340W103)	22.9K	QoQ +9.50% (+2.0K) YoY +292.24% (+17.1K)	All Managers (Combined)	$2.6M	QoQ +15.75% (+$348.6K) YoY +236.57% (+$1.8M)
(BNDXcusip92203J407)	52.2K	QoQ +160.65% (+32.1K) YoY +266.69% (+37.9K)	All Managers (Combined)	$2.5M	QoQ +159.37% (+$1.6M) YoY +263.82% (+$1.8M)
Iron Mountain Inc(IRMcusip46284V101)	29.6K	QoQ -10.17% (-3.3K) YoY NEW(+29.6K)	All Managers (Combined)	$2.5M	QoQ -26.40% (-$913.5K) YoY NEW(+$2.5M)
Intuit Inc.(INTUcusip461202103)	4.1K	QoQ -86.46% (-26.1K) YoY -85.20% (-23.5K)	All Managers (Combined)	$2.5M	QoQ -86.79% (-$16.5M) YoY -86.04% (-$15.5M)
Whirlpool Corp /De/(WHRcusip963320106)	27.5K	QoQ +231.13% (+19.2K) YoY NEW(+27.5K)	All Managers (Combined)	$2.5M	QoQ +162.44% (+$1.5M) YoY NEW(+$2.5M)
(cusip464288646)✕	47.0K	QoQ +130.13% (+26.6K) YoY +485.30% (+39.0K)	All Managers (Combined)	$2.5M	QoQ +133.11% (+$1.4M) YoY +497.68% (+$2.1M)
Elastic N.V.(ESTCcusipN14506104)	27.6K	QoQ NEW(+27.6K) YoY NEW(+27.6K)	All Managers (Combined)	$2.5M	QoQ NEW(+$2.5M) YoY NEW(+$2.5M)
(cusip464287176)✕	21.8K	QoQ -7.97% (-1.9K) YoY +96.86% (+10.7K)	All Managers (Combined)	$2.4M	QoQ -4.05% (-$102.5K) YoY +103.60% (+$1.2M)
(VOTcusip922908538)	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$2.4M	QoQ NEW(+$2.4M) YoY NEW(+$2.4M)
Norfolk Southern Corp(NSCcusip655844108)	10.2K	QoQ +14.48% (+1.3K) YoY +605.84% (+8.7K)	All Managers (Combined)	$2.4M	QoQ +15.52% (+$323.0K) YoY +555.61% (+$2.0M)
(cusip46436F103)✕	76.4K	QoQ -1.17% (-908) YoY NEW(+76.4K)	All Managers (Combined)	$2.4M	QoQ +17.70% (-$358.0K) YoY NEW(+$2.4M)
(cusip25861R303)✕	45.6K	QoQ +206.88% (+30.8K) YoY NEW(+45.6K)	All Managers (Combined)	$2.4M	QoQ +209.33% (+$1.6M) YoY NEW(+$2.4M)
Horton D R Inc /De/(DHIcusip23331A109)	18.6K	QoQ +79.28% (+8.2K) YoY NEW(+18.6K)	All Managers (Combined)	$2.4M	QoQ +63.17% (+$914.0K) YoY NEW(+$2.4M)
Totalenergies Se(TTEcusip89151E109)	36.5K	QoQ +45.33% (+11.4K) YoY NEW(+36.5K)	All Managers (Combined)	$2.4M	QoQ +70.64% (+$973.8K) YoY NEW(+$2.4M)
Paypal Holdings, Inc.(PYPLcusip70450Y103)	35.8K	QoQ +72.84% (+15.1K) YoY +428.91% (+29.0K)	All Managers (Combined)	$2.4M	QoQ +32.90% (+$582.0K) YoY +418.09% (+$1.9M)
Fifth Third Bancorp(FITBcusip316773100)	59.4K	QoQ +1.84% (-1.1K) YoY NEW(+59.4K)	All Managers (Combined)	$2.3M	QoQ -5.57% (-$137.3K) YoY NEW(+$2.3M)