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 24 of 54
DARDEN RESTAURANTS INC
Shares:
11200(-6.4%)
Value:
$2.3B(+4.2%)
46137V498
Shares:
37069
Value:
$2.3B
AVNET INC
Shares:
47656(+15.6%)
Value:
$2.3B(+6.3%)
FTI CONSULTING, INC
Shares:
13901(-67.8%)
Value:
$2.3B(-72.4%)
Aon plc
Shares:
5708(+33.7%)
Value:
$2.3B(+48.6%)
Snap-on Inc
Shares:
6730(+2.9%)
Value:
$2.3B(+2.2%)
Coterra Energy Inc.
Shares:
77748(+84.8%)
Value:
$2.3B(+109.8%)
921946885
Shares:
35067(-4.9%)
Value:
$2.3B(-3.3%)
92204A884
Shares:
14946(-16.9%)
Value:
$2.2B(-20.2%)
CONSOLIDATED EDISON INC
Shares:
20182(+86.7%)
Value:
$2.2B(+129.8%)
922042718
Shares:
19112(-1.3%)
Value:
$2.2B(-0.3%)
464287762
Shares:
35918(-13.9%)
Value:
$2.2B(-10.0%)
921910873
Shares:
10847
Value:
$2.2B
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:
5189(+6.6%)
Value:
$2.2B(+5.3%)
METLIFE INC
Shares:
26668(+85.6%)
Value:
$2.2B(+84.2%)
46641Q647
Shares:
43315(+20.9%)
Value:
$2.2B(+20.6%)
46436E718
Shares:
21388(+18.1%)
Value:
$2.2B(+18.5%)
AMETEK INC/
Shares:
12506(+0.8%)
Value:
$2.2B(-3.7%)
Motorola Solutions, Inc.
Shares:
4899(+7.5%)
Value:
$2.1B(+1.7%)
DEVON ENERGY CORP/DE
Shares:
57219(+16.7%)
Value:
$2.1B(+33.3%)