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 24 of 54
46137V498
Shares:
37069
Value:
$2.3B
921946885
Shares:
35067(-4.9%)
Value:
$2.3B(-3.3%)
92204A884
Shares:
14946(-16.9%)
Value:
$2.2B(-20.2%)
464287762
Shares:
35918(-13.9%)
Value:
$2.2B(-10.0%)
46641Q647
Shares:
43315(+20.9%)
Value:
$2.2B(+20.6%)
46436E718
Shares:
21388(+18.1%)
Value:
$2.2B(+18.5%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
11.2K | All Managers (Combined) | $2.3M | |||
(cusip46137V498)✕ | 37.1K | QoQ NEW(+37.1K) YoY NEW(+37.1K) | All Managers (Combined) | $2.3M | QoQ NEW(+$2.3M) YoY NEW(+$2.3M) |
47.7K | YoY NEW(+47.7K) | All Managers (Combined) | $2.3M | YoY NEW(+$2.3M) | |
13.9K | All Managers (Combined) | $2.3M | |||
5.7K | All Managers (Combined) | $2.3M | |||
Snap-On Inc(SNAcusip833034101) | 6.7K | QoQ +2.93% (+192)YoY NEW(+6.7K) | All Managers (Combined) | $2.3M | YoY NEW(+$2.3M) |
77.7K | YoY NEW(+77.7K) | All Managers (Combined) | $2.3M | YoY NEW(+$2.3M) | |
(cusip921946885)✕ | 35.1K | All Managers (Combined) | $2.3M | ||
(cusip92204A884)✕ | 14.9K | YoY NEW(+14.9K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
20.2K | All Managers (Combined) | $2.2M | |||
19.1K | All Managers (Combined) | $2.2M | |||
(cusip464287762)✕ | 35.9K | All Managers (Combined) | $2.2M | ||
10.8K | QoQ NEW(+10.8K) YoY NEW(+10.8K) | All Managers (Combined) | $2.2M | QoQ NEW(+$2.2M) YoY NEW(+$2.2M) | |
5.2K | QoQ +6.61% (+322)YoY NEW(+5.2K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) | |
Metlife Inc(METcusip59156R108) | 26.7K | YoY NEW(+26.7K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
(cusip46641Q647)✕ | 43.3K | YoY NEW(+43.3K) | All Managers (Combined) | $2.2M | YoY NEW(+$2.2M) |
(cusip46436E718)✕ | 21.4K | All Managers (Combined) | $2.2M | ||
Ametek Inc/(AMEcusip031100100) | 12.5K | All Managers (Combined) | $2.2M | ||
4.9K | QoQ +7.48% (+341)YoY NEW(+4.9K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) | |
57.2K | YoY NEW(+57.2K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) |