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 23 of 54
003261203
Shares:76.5K
Value:$2.6M
% of Portfolio:0.0% ($2.6M/$8.3B)
464288646
Shares:47.0K
Value:$2.5M
% of Portfolio:0.0% ($2.5M/$8.3B)
464287176
Shares:21.8K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$8.3B)
46436F103
Shares:76.4K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$8.3B)
25861R303
Shares:45.6K
Value:$2.4M
% of Portfolio:0.0% ($2.4M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip003261203)✕ | 76.5K | YoY NEW(+76.5K) | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | YoY NEW(+$2.6M) |
GOLAR LNG LTD(GLNGcusipG9456A100) | 68.6K | QoQ NEW(+68.6K) YoY NEW(+68.6K) | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | QoQ NEW(+$2.6M) YoY NEW(+$2.6M) |
GE Vernova Inc.(GEVcusip36828A101) | 8.2K | YoY NEW(+8.2K) | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | YoY NEW(+$2.6M) |
| 114.1K | YoY NEW(+114.1K) | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | YoY NEW(+$2.6M) | |
Prologis, Inc.(PLDcusip74340W103) | 22.9K | All Managers (Combined) | $2.6M | 0.0% ($2.6M/$8.3B) | ||
| 52.2K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | |||
| 29.6K | YoY NEW(+29.6K) | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | YoY NEW(+$2.5M) | |
INTUIT INC.(INTUcusip461202103) | 4.1K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | ||
| 27.5K | YoY NEW(+27.5K) | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | YoY NEW(+$2.5M) | |
(cusip464288646)✕ | 47.0K | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | ||
Elastic N.V.(ESTCcusipN14506104) | 27.6K | QoQ NEW(+27.6K) YoY NEW(+27.6K) | All Managers (Combined) | $2.5M | 0.0% ($2.5M/$8.3B) | QoQ NEW(+$2.5M) YoY NEW(+$2.5M) |
(cusip464287176)✕ | 21.8K | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$8.3B) | ||
| 9.8K | QoQ NEW(+9.8K) YoY NEW(+9.8K) | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$8.3B) | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) | |
| 10.2K | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$8.3B) | |||
(cusip46436F103)✕ | 76.4K | QoQ -1.17% (-908)YoY NEW(+76.4K) | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$8.3B) | YoY NEW(+$2.4M) |
(cusip25861R303)✕ | 45.6K | YoY NEW(+45.6K) | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$8.3B) | YoY NEW(+$2.4M) |
| 18.6K | YoY NEW(+18.6K) | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$8.3B) | YoY NEW(+$2.4M) | |
TotalEnergies SE(TTEcusip89151E109) | 36.5K | YoY NEW(+36.5K) | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$8.3B) | YoY NEW(+$2.4M) |
| 35.8K | All Managers (Combined) | $2.4M | 0.0% ($2.4M/$8.3B) | |||
| 59.4K | YoY NEW(+59.4K) | All Managers (Combined) | $2.3M | 0.0% ($2.3M/$8.3B) | YoY NEW(+$2.3M) |