Congress Wealth Management LLC / De /

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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% identified

762 identified302 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,064 positions • $8,341,187.219K total value

1,064 positions

Manager:

SEC FilingSEC DataHachi Filing

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DARDEN RESTAURANTS INC

DRI|237194105

11200(-6.4%)

Value:

$2.3B(+4.2%)

46137V498

37069

Value:

$2.3B

AVNET INC

AVT|053807103

47656(+15.6%)

Value:

$2.3B(+6.3%)

FTI CONSULTING, INC

FCN|302941109

13901(-67.8%)

Value:

$2.3B(-72.4%)

Aon plc

AON|G0403H108

5708(+33.7%)

Value:

$2.3B(+48.6%)

Snap-on Inc

SNA|833034101

6730(+2.9%)

Value:

$2.3B(+2.2%)

Coterra Energy Inc.

CTRA|127097103

77748(+84.8%)

Value:

$2.3B(+109.8%)

921946885

35067(-4.9%)

Value:

$2.3B(-3.3%)

92204A884

14946(-16.9%)

Value:

$2.2B(-20.2%)

CONSOLIDATED EDISON INC

ED|209115104

20182(+86.7%)

Value:

$2.2B(+129.8%)

922042718

VSS|922042718

19112(-1.3%)

Value:

$2.2B(-0.3%)

464287762

35918(-13.9%)

Value:

$2.2B(-10.0%)

921910873

MGC|921910873

10847

Value:

$2.2B

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

5189(+6.6%)

Value:

$2.2B(+5.3%)

METLIFE INC

MET|59156R108

26668(+85.6%)

Value:

$2.2B(+84.2%)

46641Q647

43315(+20.9%)

Value:

$2.2B(+20.6%)

46436E718

21388(+18.1%)

Value:

$2.2B(+18.5%)

AMETEK INC/

AME|031100100

12506(+0.8%)

Value:

$2.2B(-3.7%)

Motorola Solutions, Inc.

MSI|620076307

4899(+7.5%)

Value:

$2.1B(+1.7%)

DEVON ENERGY CORP/DE

DVN|25179M103

57219(+16.7%)

Value:

$2.1B(+33.3%)

Instrument	Shares		Other Manager	Value
Darden Restaurants Inc(DRIcusip237194105)	11.2K	QoQ -6.41% (-768) YoY -93.98% (-174.9K)	All Managers (Combined)	$2.3M	QoQ +4.15% (-$92.8K) YoY -92.51% (-$28.8M)
(cusip46137V498)✕	37.1K	QoQ NEW(+37.1K) YoY NEW(+37.1K)	All Managers (Combined)	$2.3M	QoQ NEW(+$2.3M) YoY NEW(+$2.3M)
Avnet Inc(AVTcusip053807103)	47.7K	QoQ +15.64% (+6.4K) YoY NEW(+47.7K)	All Managers (Combined)	$2.3M	QoQ +6.29% (+$135.7K) YoY NEW(+$2.3M)
Fti Consulting, Inc(FCNcusip302941109)	13.9K	QoQ -67.85% (-29.3K) YoY -67.35% (-28.7K)	All Managers (Combined)	$2.3M	QoQ -72.40% (-$6.0M) YoY -74.52% (-$6.7M)
Aon Plc(AONcusipG0403H108)	5.7K	QoQ +33.73% (+1.4K) YoY +600.36% (+4.9K)	All Managers (Combined)	$2.3M	QoQ +48.59% (+$745.0K) YoY +737.03% (+$2.0M)
Snap-On Inc(SNAcusip833034101)	6.7K	QoQ +2.93% (+192) YoY NEW(+6.7K)	All Managers (Combined)	$2.3M	QoQ +2.20% (+$48.9K) YoY NEW(+$2.3M)
Coterra Energy Inc.(CTRAcusip127097103)	77.7K	QoQ +84.77% (+35.7K) YoY NEW(+77.7K)	All Managers (Combined)	$2.3M	QoQ +109.83% (+$1.2M) YoY NEW(+$2.3M)
(cusip921946885)✕	35.1K	QoQ -4.92% (-1.8K) YoY +0.62% (+218)	All Managers (Combined)	$2.3M	QoQ -3.34% (-$77.9K) YoY +1.17% (+$26.2K)
(cusip92204A884)✕	14.9K	QoQ -16.91% (-3.0K) YoY NEW(+14.9K)	All Managers (Combined)	$2.2M	QoQ -20.21% (-$563.4K) YoY NEW(+$2.2M)
Consolidated Edison Inc(EDcusip209115104)	20.2K	QoQ +86.68% (+9.4K) YoY +547.27% (+17.1K)	All Managers (Combined)	$2.2M	QoQ +129.77% (+$1.3M) YoY +682.85% (+$1.9M)
(VSScusip922042718)	19.1K	QoQ -1.27% (-246) YoY -24.34% (-6.1K)	All Managers (Combined)	$2.2M	QoQ -0.26% (-$5.9K) YoY -25.10% (-$741.1K)
(cusip464287762)✕	35.9K	QoQ -13.91% (-5.8K) YoY -41.13% (-25.1K)	All Managers (Combined)	$2.2M	QoQ -10.02% (-$243.8K) YoY -42.08% (-$1.6M)
(MGCcusip921910873)	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$2.2M	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
Spdr Dow Jones Industrial Average Etf Trust(DIAcusip78467X109)	5.2K	QoQ +6.61% (+322) YoY NEW(+5.2K)	All Managers (Combined)	$2.2M	QoQ +5.33% (+$110.4K) YoY NEW(+$2.2M)
Metlife Inc(METcusip59156R108)	26.7K	QoQ +85.61% (+12.3K) YoY NEW(+26.7K)	All Managers (Combined)	$2.2M	QoQ +84.21% (+$990.7K) YoY NEW(+$2.2M)
(cusip46641Q647)✕	43.3K	QoQ +20.91% (+7.5K) YoY NEW(+43.3K)	All Managers (Combined)	$2.2M	QoQ +20.57% (+$369.6K) YoY NEW(+$2.2M)
(cusip46436E718)✕	21.4K	QoQ +18.08% (+3.3K) YoY -48.09% (-19.8K)	All Managers (Combined)	$2.2M	QoQ +18.49% (+$336.1K) YoY -48.11% (-$2.0M)
Ametek Inc/(AMEcusip031100100)	12.5K	QoQ +0.84% (-105) YoY +470.26% (+10.3K)	All Managers (Combined)	$2.2M	QoQ -3.69% (-$82.6K) YoY +436.66% (+$1.8M)
Motorola Solutions, Inc.(MSIcusip620076307)	4.9K	QoQ +7.48% (+341) YoY NEW(+4.9K)	All Managers (Combined)	$2.1M	QoQ +1.74% (+$36.7K) YoY NEW(+$2.1M)
Devon Energy Corp/De(DVNcusip25179M103)	57.2K	QoQ +16.67% (+8.2K) YoY NEW(+57.2K)	All Managers (Combined)	$2.1M	QoQ +33.29% (+$534.5K) YoY NEW(+$2.1M)