Congress Wealth Management LLC / De /

Filing Details

13F-HR2025-03-31
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% identified
762 identified302 unidentified

Holdings

1,064 positions
Manager:
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Page 23 of 54
003261203
Shares:
76481(-3.1%)
Value:
$2.6B(+5.5%)
GOLAR LNG LTD
Shares:
68600
Value:
$2.6B
GE Vernova Inc.
Shares:
8214(+214.9%)
Value:
$2.6B(+203.2%)
SIRIUS XM HOLDINGS INC.
Shares:
114086(+101.0%)
Value:
$2.6B(+98.8%)
Prologis, Inc.
Shares:
22919(+9.5%)
Value:
$2.6B(+15.8%)
92203J407
Shares:
52159(+160.7%)
Value:
$2.5B(+159.4%)
IRON MOUNTAIN INC
Shares:
29559(-10.2%)
Value:
$2.5B(-26.4%)
INTUIT INC.
Shares:
4088(-86.5%)
Value:
$2.5B(-86.8%)
WHIRLPOOL CORP /DE/
Shares:
27468(+231.1%)
Value:
$2.5B(+162.4%)
464288646
Shares:
47029(+130.1%)
Value:
$2.5B(+133.1%)
Elastic N.V.
Shares:
27570
Value:
$2.5B
464287176
Shares:
21819(-8.0%)
Value:
$2.4B(-4.0%)
922908538
Shares:
9811
Value:
$2.4B
NORFOLK SOUTHERN CORP
Shares:
10150(+14.5%)
Value:
$2.4B(+15.5%)
46436F103
Shares:
76355(-1.2%)
Value:
$2.4B(+17.7%)
25861R303
Shares:
45613(+206.9%)
Value:
$2.4B(+209.3%)
HORTON D R INC /DE/
Shares:
18551(+79.3%)
Value:
$2.4B(+63.2%)
TotalEnergies SE
Shares:
36513(+45.3%)
Value:
$2.4B(+70.6%)
PayPal Holdings, Inc.
Shares:
35818(+72.8%)
Value:
$2.4B(+32.9%)
FIFTH THIRD BANCORP
Shares:
59373(+1.8%)
Value:
$2.3B(-5.6%)