Congress Wealth Management LLC / De /
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
- CIK
- 0001904976
- Manager Name
- Congress Wealth Management LLC / De /
Data Enrichment
72% identified762 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%)
464288646
Shares:
47029(+130.1%)
Value:
$2.5B(+133.1%)
464287176
Shares:
21819(-8.0%)
Value:
$2.4B(-4.0%)
46436F103
Shares:
76355(-1.2%)
Value:
$2.4B(+17.7%)
25861R303
Shares:
45613(+206.9%)
Value:
$2.4B(+209.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip003261203)✕ | 76.5K | YoY NEW(+76.5K) | All Managers (Combined) | $2.6M | 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 | YoY NEW(+8.2K) | All Managers (Combined) | $2.6M | YoY NEW(+$2.6M) |
114.1K | YoY NEW(+114.1K) | All Managers (Combined) | $2.6M | YoY NEW(+$2.6M) | |
Prologis, Inc.(PLDcusip74340W103) | 22.9K | All Managers (Combined) | $2.6M | ||
52.2K | All Managers (Combined) | $2.5M | |||
29.6K | YoY NEW(+29.6K) | All Managers (Combined) | $2.5M | YoY NEW(+$2.5M) | |
Intuit Inc.(INTUcusip461202103) | 4.1K | All Managers (Combined) | $2.5M | ||
27.5K | YoY NEW(+27.5K) | All Managers (Combined) | $2.5M | YoY NEW(+$2.5M) | |
(cusip464288646)✕ | 47.0K | All Managers (Combined) | $2.5M | ||
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 | All Managers (Combined) | $2.4M | ||
9.8K | QoQ NEW(+9.8K) YoY NEW(+9.8K) | All Managers (Combined) | $2.4M | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) | |
10.2K | All Managers (Combined) | $2.4M | |||
(cusip46436F103)✕ | 76.4K | QoQ -1.17% (-908)YoY NEW(+76.4K) | All Managers (Combined) | $2.4M | YoY NEW(+$2.4M) |
(cusip25861R303)✕ | 45.6K | YoY NEW(+45.6K) | All Managers (Combined) | $2.4M | YoY NEW(+$2.4M) |
18.6K | YoY NEW(+18.6K) | All Managers (Combined) | $2.4M | YoY NEW(+$2.4M) | |
Totalenergies Se(TTEcusip89151E109) | 36.5K | YoY NEW(+36.5K) | All Managers (Combined) | $2.4M | YoY NEW(+$2.4M) |
35.8K | All Managers (Combined) | $2.4M | |||
59.4K | YoY NEW(+59.4K) | All Managers (Combined) | $2.3M | YoY NEW(+$2.3M) |