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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ADVANCED MICRO DEVICES INC
Shares:20.3K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$8.3B)
AMPHENOL CORP /DE/
Shares:32.2K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$8.3B)
464287242
Shares:19.3K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$8.3B)
HONDA MOTOR CO LTD
Shares:77.0K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$8.3B)
46435G672
Shares:41.8K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$8.3B)
YUM BRANDS INC
Shares:13.2K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$8.3B)
WELLS FARGO & COMPANY/MN
Shares:28.7K
Value:$2.1M
% of Portfolio:0.0% ($2.1M/$8.3B)
WERNER ENTERPRISES INC
Shares:69.8K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$8.3B)
78467V707
Shares:50.2K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$8.3B)
CONSTELLATION BRANDS, INC.
Shares:10.9K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$8.3B)
46432F339
Shares:11.7K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$8.3B)
33738D101
Shares:53.4K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$8.3B)
LAM RESEARCH CORP
Shares:26.9K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$8.3B)
Six Flags Entertainment Corporation/NEW
Shares:55.5K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$8.3B)
HAWAIIAN ELECTRIC INDUSTRIES INC
Shares:178.6K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$8.3B)
LENNAR CORP /NEW/
Shares:17.0K
Value:$2.0M
% of Portfolio:0.0% ($2.0M/$8.3B)
316092873
Shares:34.5K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
46137V142
Shares:30.0K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
MCKESSON CORP
Shares:2.9K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
Service Properties Trust
Shares:739.3K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)