Congress Wealth Management LLC / De /
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001904976
- Manager Name
- Congress Wealth Management LLC / De /
Data Enrichment
72% identified762 identified302 unidentified
Holdings
1,064 positions
Manager:
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Page 25 of 54
464287242
Shares:
19283(-56.4%)
Value:
$2.1B(-55.6%)
46435G672
Shares:
41810(-3.9%)
Value:
$2.1B(-3.8%)
78467V707
Shares:
50214(-3.1%)
Value:
$2.0B(-2.5%)
33738D101
Shares:
53420
Value:
$2.0B
316092873
Shares:
34515(-0.6%)
Value:
$1.9B(-4.8%)
46137V142
Shares:
30000(+0.0%)
Value:
$1.9B(-1.9%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
20.3K | All Managers (Combined) | $2.1M | |||
32.2K | All Managers (Combined) | $2.1M | |||
(cusip464287242)✕ | 19.3K | All Managers (Combined) | $2.1M | ||
77.0K | QoQ +0.16% (-126)YoY NEW(+77.0K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) | |
(cusip46435G672)✕ | 41.8K | All Managers (Combined) | $2.1M | ||
Yum Brands Inc(YUMcusip988498101) | 13.2K | YoY NEW(+13.2K) | All Managers (Combined) | $2.1M | YoY NEW(+$2.1M) |
28.7K | All Managers (Combined) | $2.1M | |||
69.8K | All Managers (Combined) | $2.0M | |||
(cusip78467V707)✕ | 50.2K | All Managers (Combined) | $2.0M | ||
10.9K | YoY NEW(+10.9K) | All Managers (Combined) | $2.0M | YoY NEW(+$2.0M) | |
11.7K | All Managers (Combined) | $2.0M | |||
(cusip33738D101)✕ | 53.4K | QoQ NEW(+53.4K) YoY NEW(+53.4K) | All Managers (Combined) | $2.0M | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) |
26.9K | YoY NEW(+26.9K) | All Managers (Combined) | $2.0M | YoY NEW(+$2.0M) | |
55.5K | QoQ -0.03% (-20)YoY NEW(+55.5K) | All Managers (Combined) | $2.0M | YoY NEW(+$2.0M) | |
178.6K | QoQ NEW(+178.6K) YoY NEW(+178.6K) | All Managers (Combined) | $2.0M | QoQ NEW(+$2.0M) YoY NEW(+$2.0M) | |
17.0K | YoY NEW(+17.0K) | All Managers (Combined) | $2.0M | YoY NEW(+$2.0M) | |
(cusip316092873)✕ | 34.5K | QoQ -0.63% (-222)YoY NEW(+34.5K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) |
(cusip46137V142)✕ | 30.0K | QoQ +0.04% (-14)YoY NEW(+30.0K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) |
Mckesson Corp(MCKcusip58155Q103) | 2.9K | All Managers (Combined) | $1.9M | ||
739.3K | YoY NEW(+739.3K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) |