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 • $8.3B total value
Manager:
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DARDEN RESTAURANTS INC
Shares:11.2K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$8.3B)
46137V498
Shares:37.1K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$8.3B)
AVNET INC
Shares:47.7K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$8.3B)
FTI CONSULTING, INC
Shares:13.9K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$8.3B)
Aon plc
Shares:5.7K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$8.3B)
Snap-on Inc
Shares:6.7K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$8.3B)
Coterra Energy Inc.
Shares:77.7K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$8.3B)
921946885
Shares:35.1K
Value:$2.3M
% of Portfolio:0.0% ($2.3M/$8.3B)
92204A884
Shares:14.9K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
CONSOLIDATED EDISON INC
Shares:20.2K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
922042718
Shares:19.1K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
464287762
Shares:35.9K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
921910873
Shares:10.8K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares:5.2K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
METLIFE INC
Shares:26.7K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
46641Q647
Shares:43.3K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
46436E718
Shares:21.4K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
AMETEK INC/
Shares:12.5K
Value:$2.2M
% of Portfolio:0.0% ($2.2M/$8.3B)
Motorola Solutions, Inc.
Shares:4.9K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$8.3B)
DEVON ENERGY CORP/DE
Shares:57.2K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$8.3B)