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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ADVANCED MICRO DEVICES INC

AMD|007903107

20349(+3.7%)

Value:

$2.1B(-10.8%)

AMPHENOL CORP /DE/

APH|032095101

32191(-2.1%)

Value:

$2.1B(-7.5%)

464287242

19283(-56.4%)

Value:

$2.1B(-55.6%)

HONDA MOTOR CO LTD

HMC|438128308

77038(+0.2%)

Value:

$2.1B(-4.8%)

46435G672

41810(-3.9%)

Value:

$2.1B(-3.8%)

YUM BRANDS INC

YUM|988498101

13248(+291.0%)

Value:

$2.1B(+358.4%)

WELLS FARGO & COMPANY/MN

WFC|949746101

28654(+284.5%)

Value:

$2.1B(+297.9%)

WERNER ENTERPRISES INC

WERN|950755108

69808(+28.7%)

Value:

$2.0B(+5.0%)

78467V707

50214(-3.1%)

Value:

$2.0B(-2.5%)

CONSTELLATION BRANDS, INC.

STZ|21036P108

10946(+215.3%)

Value:

$2.0B(+161.9%)

46432F339

QUAL|46432F339

11705(+578.9%)

Value:

$2.0B(+552.4%)

33738D101

53420

Value:

$2.0B

LAM RESEARCH CORP

LRCX|512807306

26910(+152.1%)

Value:

$2.0B(+157.5%)

Six Flags Entertainment Corporation/NEW

FUN|83001C108

55450(-0.0%)

Value:

$2.0B(-26.0%)

HAWAIIAN ELECTRIC INDUSTRIES INC

HE|419870100

178606

Value:

$2.0B

LENNAR CORP /NEW/

LEN|526057104

17004(+6.3%)

Value:

$2.0B(-10.5%)

316092873

34515(-0.6%)

Value:

$1.9B(-4.8%)

46137V142

30000(+0.0%)

Value:

$1.9B(-1.9%)

MCKESSON CORP

MCK|58155Q103

2878(+9.9%)

Value:

$1.9B(+29.7%)

Service Properties Trust

SVC|81761L102

739277(+38.2%)

Value:

$1.9B(+42.0%)

Instrument	Shares		Other Manager	Value
Advanced Micro Devices Inc(AMDcusip007903107)	20.3K	QoQ +3.69% (-725) YoY +21.58% (-3.6K)	All Managers (Combined)	$2.1M	QoQ -10.82% (-$256.7K) YoY -30.03% (-$907.4K)
Amphenol Corp /De/(APHcusip032095101)	32.2K	QoQ -2.15% (-709) YoY +95.89% (+15.8K)	All Managers (Combined)	$2.1M	QoQ -7.55% (-$172.7K) YoY +11.43% (+$216.7K)
(cusip464287242)✕	19.3K	QoQ -56.40% (-25.0K) YoY -51.10% (-20.2K)	All Managers (Combined)	$2.1M	QoQ -55.65% (-$2.6M) YoY -51.20% (-$2.2M)
Honda Motor Co Ltd(HMCcusip438128308)	77.0K	QoQ +0.16% (-126) YoY NEW(+77.0K)	All Managers (Combined)	$2.1M	QoQ -4.80% (-$105.6K) YoY NEW(+$2.1M)
(cusip46435G672)✕	41.8K	QoQ -3.92% (-1.7K) YoY +5.48% (+2.2K)	All Managers (Combined)	$2.1M	QoQ -3.78% (-$82.3K) YoY +5.56% (+$110.2K)
Yum Brands Inc(YUMcusip988498101)	13.2K	QoQ +291.02% (+9.9K) YoY NEW(+13.2K)	All Managers (Combined)	$2.1M	QoQ +358.36% (+$1.6M) YoY NEW(+$2.1M)
Wells Fargo & Company/Mn(WFCcusip949746101)	28.7K	QoQ +284.51% (+21.2K) YoY +16.89% (+4.1K)	All Managers (Combined)	$2.1M	QoQ +297.86% (+$1.6M) YoY +46.62% (+$662.4K)
Werner Enterprises Inc(WERNcusip950755108)	69.8K	QoQ +28.74% (+15.6K) YoY +51.77% (+23.8K)	All Managers (Combined)	$2.0M	QoQ +5.01% (+$97.7K) YoY +13.67% (+$246.1K)
(cusip78467V707)✕	50.2K	QoQ -3.13% (-1.6K) YoY -85.09% (-286.6K)	All Managers (Combined)	$2.0M	QoQ -2.55% (-$53.6K) YoY -85.03% (-$11.6M)
Constellation Brands, Inc.(STZcusip21036P108)	10.9K	QoQ +215.35% (+7.5K) YoY NEW(+10.9K)	All Managers (Combined)	$2.0M	QoQ +161.87% (+$1.2M) YoY NEW(+$2.0M)
(QUALcusip46432F339)	11.7K	QoQ +578.94% (+10.0K) YoY +635.70% (+10.1K)	All Managers (Combined)	$2.0M	QoQ +552.41% (+$1.7M) YoY +666.20% (+$1.7M)
(cusip33738D101)✕	53.4K	QoQ NEW(+53.4K) YoY NEW(+53.4K)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Lam Research Corp(LRCXcusip512807306)	26.9K	QoQ +152.08% (+16.2K) YoY NEW(+26.9K)	All Managers (Combined)	$2.0M	QoQ +157.49% (+$1.2M) YoY NEW(+$2.0M)
Six Flags Entertainment Corporation/New(FUNcusip83001C108)	55.5K	QoQ -0.03% (-20) YoY NEW(+55.5K)	All Managers (Combined)	$2.0M	QoQ -26.00% (-$695.2K) YoY NEW(+$2.0M)
Hawaiian Electric Industries Inc(HEcusip419870100)	178.6K	QoQ NEW(+178.6K) YoY NEW(+178.6K)	All Managers (Combined)	$2.0M	QoQ NEW(+$2.0M) YoY NEW(+$2.0M)
Lennar Corp /New/(LENcusip526057104)	17.0K	QoQ +6.28% (-1.0K) YoY NEW(+17.0K)	All Managers (Combined)	$2.0M	QoQ -10.47% (-$228.5K) YoY NEW(+$2.0M)
(cusip316092873)✕	34.5K	QoQ -0.63% (-222) YoY NEW(+34.5K)	All Managers (Combined)	$1.9M	QoQ -4.77% (-$97.3K) YoY NEW(+$1.9M)
(cusip46137V142)✕	30.0K	QoQ +0.04% (-14) YoY NEW(+30.0K)	All Managers (Combined)	$1.9M	QoQ -1.86% (-$36.9K) YoY NEW(+$1.9M)
Mckesson Corp(MCKcusip58155Q103)	2.9K	QoQ +9.88% (+259) YoY +18.58% (+451)	All Managers (Combined)	$1.9M	QoQ +29.66% (+$442.9K) YoY +48.56% (+$632.8K)
Service Properties Trust(SVCcusip81761L102)	739.3K	QoQ +38.17% (+204.3K) YoY NEW(+739.3K)	All Managers (Combined)	$1.9M	QoQ +41.98% (+$570.6K) YoY NEW(+$1.9M)