Congress-Wealth-Management-Llc--De-
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "NVMI", null, null, null, "MMSI", "SE", "RGEN", "SPSC", "ARES", "HLNE", "RVMD", "AZEK", "FLEX", "MPWR", "GRAB", "INSP", "ASB", "NEO", "GDX", "POOL", "KAI", null, "OSK", "MORN", "TROW", "AGI.TO", "FTAI", "ITUB", "RJF", "AES", "CURI", "AQN", "STRL", "ENTG", null, "OLLI", "DNB", "H", "MSGS", "AAXJ", "AVAV", null, "BCE", "ATR", "NPO", "ARM", "MU", null, "JXN", "MHO", "NVG", "SVC", "FNDF", "FNDA", "MPLX", "ACN", "ZS", "ITT", null, "PBH", "OTTR", "MMM", "ABT", "ABBV", null, "ADBE", "A", "APD", "BABA", "MAIN", "JEF", "NMIH", "NGVT", "JLL", null, "VONG", null, "ALL", "MOG-A", "GOOGL", "BOOT", "AVT", "VDE", "ASIX", null, null, "VYX", null, "AXP", null, null, "APOG", "SCHH", "AMG", "AIG", "ASML", "T", "BLK", null, "ASX", "GLTR", "CAT", "BUD", "AVGO", "APP", "MFIC", "LOW", null, "AVEM", "BRO", "CP.TO", "ARCC", "CII", null, null, "ITGR", "BSX", "HTZ", null, null, null, null, "RQI", "CRTO", null, null, null, null, "KAR", null, "DBEF", "LCII", null, null, "CCI", "COF", "CMI", "LGND", "LEG", null, "LNC", null, null, null, null, "LINE", "MSGE", "DUK", "MOV", "OII", "D", "DT", "PRIM", null, "EBAY", "PINC", null, "SAFT", "ECG", "RC", null, "FUN", "SMPL", null, "SPB", null, "EOG", "EXPE", "FFIV", null, null, null, null, null, null, "MMYT", null, "FCX", null, null, null, "FITB", "RLAY", "GD", null, null, "IREN", "GILD", "GIS", null, "BW", null, "HON", "HD", "IBN", null, null, null, null, "AZN", "CISO", null, "MCD", null, "INTU", null, null, null, "RPM", null, null, null, null, "EVV", null, null, "UNP", null, "QCOM", "GLPI", "GNW", "SCCO", null, null, "ISRG", null, null, null, null, null, null, null, "EMXC", "HLI", "HTD", "HMC", "HWM", "LEN", "ITW", "INGR", "AMAT", "EMR", "BKNG", null, "ICE", "MUB", "META", null, null, "MLR", "VVR", "HEFA", "NFE", null, null, null, "PGC", "IVW", "PESI", "IJH", null, null, null, null, null, null, null, null, null, "UAMY", null, null, null, null, null, null, null, null, null, null, null, null, null, "CXDO", null, "KNSL", "KMI", null, "OZ", null, null, null, null, "LHX", "LRCX", "ICF", "IWS", null, "LIN", "UUUU", null, null, null, null, "DHF", null, null, null, null, "FNGR", "MPC", "MMC", null, "PWR", "MRVL", null, "MA", "PODD", "MDT", "ABCB", "BMI", "MSFT", "MDLZ", "MUFG", "MS", "TMUS", "DUOL", "NDAQ", null, "ELF", "EQIX", "ESPR", "EQT", "EXC", "FICO", null, null, "FIS", "GE", "HE", "GPC", null, "HQY", "GLNG", "GWRE", null, "NI", "HEI", "HIG", "HES", "NVS", "FMC", "OXY", null, "OMC", null, "OMF", "ORLY", "DLN", "AER", "BX", "HSY", "AMP", "FAST", "ANSS", "IJR", "EFG", "ANET", "KKR", "KLAC", null, "IWD", "ORCL", "NOC", "OKE", null, null, "PAYX", "VGIT", null, null, "VHT", "DOC", null, null, null, null, null, "EEM", "IWF", null, null, null, null, null, null, "PANW", "PYPL", "PEP", "PNC", "IRM", "VGSH", null, "PGR", "IEMG", "IJK", null, "IVV", null, null, null, null, null, "PBR", null, "DOW", "UNH", "AAPL", "SPY", "EFAV", null, "ECL", "HLN", null, "NVDA", "GS", null, "ENB", "INTC", "OGN", "GEHC", "PLTR", "PRU", "PFE", null, null, "LMT", "PG", "MRK", "VZ", null, "KB", null, "PSTG", "KEYS", null, "MAN", "MKC", "MDB", "KIND", "AMGN", "KVUE", null, "PKG", "MSTR", null, "REGN", "FNDX", null, null, "ROK", null, "IEFA", "SPGI", "RELX", null, null, null, "SCHX", null, null, null, "NOW", "SHW", "SHOP", "SLB", "SPG", "ROP", "SRE", "O", "SNA", "SHEL", "RTX", "SPDW", "GLD", "STX", "SAP", null, null, null, null, null, "SPYG", null, "BP", "AMT", null, null, null, "RSG", "SPLG", null, null, null, null, "IBM", "SYK", "SBUX", "SNPS", "TEL", "CI", "TXN", "TXRH", "TD", "TGT", "TMO", "TJX", "TDG", "TFC", "TWLO", "TRV", "UBER", "UL", "UPS", "BIV", "VNQ", "VO", "NEM", "MET", "UFPT", "SM", "VXF", "VV", "ATEC", "VOE", "SCHW", "EBC", "PCT", "MDU", "PLRX", "ALC", null, "SUN", null, null, null, "STAG", null, "VWO", "LKQ", "VSS", "FOF", null, "IWV", "SBAC", null, null, null, null, null, null, "VCIT", null, "NGG", null, "PKX", "EME", "VIG", null, null, "TTE", null, "MOD", null, "TROX", "TSCO", null, null, null, "IWO", "XLB", "SU", "WY", "MTD", "IWN", "GDDY", null, "SNY", "GL", "VIAV", null, "TSM", "LRN", "GSK", "GPN", null, "RMD", null, null, null, "ETR", "BN.TO", "GPI", "VTR", null, "VYM", null, "DD", "VRTX", "MGC", null, null, "K", "EW", "TT", "VRSK", "MEDP", null, "SAIA", "RRC", "QLYS", "LECO", "PRI", "MLI", "PEN", null, "ATO", "ADSK", "AON", "THC", "VNT", "SFM", "GM", "HAL", "WTS", "UAA", "ACGL", "TMHC", "AVY", "USFD", "AFL", "AXON", "APH", "AMD", "SONY", "SDY", "FI", "CPAY", "DRI", "DOV", "WSO", "VVV", "F", "GNRC", "DECK", "WEC", "DEO", "AJG", "WM", "FTNT", "IWP", "IWR", "HSIC", "EFX", "VLY", "AIZ", null, "GSLC", "CAH", "AEP", "BKR", "CZWI", "CNTX", "ELDN", "ESRT", "FHI", "EVLV", "ES", "HSII", "TILE", "IDCC", null, null, null, "KNF", "LANC", "IDXX", "PJT", null, "LSTR", null, "RACE", "PEG", null, "NVO", "DHI", null, "VIGI", "AMZN", "MSI", "SCHB", null, null, null, "CLF", null, "IVE", "HCA", "SIRI", null, "HOG", "SBRA", null, "LMAT", "RMBS", "ACIW", "ESGD", null, "HII", null, "TPL", null, null, "MTX", null, "ELS", null, null, "HDB", null, "PDD", null, "DKNG", "VEU", null, "VGT", null, "USB", "VUG", "VLO", "VFH", "VEA", "VGK", "VMI", null, "MGK", null, "VXUS", null, "VTWO", "VBK", "BNDX", "MGV", "VTEB", "BND", "VBR", "VOT", "BSV", "VT", "VB", "VOO", "VCEL", null, "VLTO", "VTV", "VRNT", "VTRS", "V", null, "WBD", "WMT", "WAT", null, "WERN", "WDC", "WFC", "WAL", "WST", "WELL", null, null, "WSM", "WHR", "WMB", null, null, null, null, null, null, "WPC", "XEL", "WDAY", "YUMC", "YUM", "YETI", "XYL", null, "IUSG", null, "SOLV", null, null, "ESTC", "DTE", null, null, "DY", "POWI", "GRMN", "ONTO", "PTC", "CART", "GNTX", "FR", "FCN", "MTB", "JHG", "GEN", "SCHD", "ET", "BIIB", "DVY", "SCHG", null, "SCHF", null, "SCHA", "MSCI", "NSC", "RDY", "INFY", null, "JCI", "NXPI", "LH", "MKL", null, "TER", "SO", null, "TTD", "SXT", "SON", "SJM", "TRMB", "PPL", "PFGC", "OKTA", "OTIS", "SLG", "PSX", "TCOM", "CRM", "SWKS", "PENN", "TDY", "SYY", "DIA", null, "TPG", "SPOT", null, null, null, null, null, "MTUM", "LYB", null, "HALO", null, null, null, "IUSV", null, null, "GEV", "ZWS", "MELI", "OLED", "ZBH", "DGRO", "MCK", null, "NVT", null, "ESGU", null, null, "NUE", "NRG", "FDX", "AME", "MSGE", null, null, "STE", "MKTX", "KMB", "LULU", "ADP", "AZO", "BCPC", "BAC", "BHB", "BK", "BRK-A", null, "BRK-B", "BAX", "BDX", "BHLB", "BJ", null, "BA", "BAH", "BMY", "BBIO", "BOX", "BTI", "BC", "BLDR", "BR", "CACI", "WHD", "CBT", null, "BWXT", "CALX", "CNI", "CDNS", "CARR", "CCL", "CBOE", "CDW", "CASY", "CNC", "CC", "CHGG", "SKY", "CVX", "LNG", "CHTR", "CB", "CHDN", "CMG", "CHH", "CHD", "CTAS", "CSCO", "CWAN", "CIVI", "CFG", "C", "CLX", "CWEN", "CME", "COKE", "KO", "CBSH", "COHR", "COIN", "CNS", "CLBK", "FIX", "CMCSA", "CTSH", "CL", "CAG", "COP", "CNMD", "CVLT", "CON", "CMPO", "CRK", "STZ", "COO", "CEG", "CPRT", "ED", "CTRA", "COST", "GLW", "CTVA", "CPNG", "CXT", "BAP", "CRH", "CR", "CRWD", "CVS", "CSX", "CSWI", "CFR", "CW", "CYBR", "DHR", "DDOG", "CYTK", "DELL", "DAY", "DE", "DB", "DSGX", "DVN", "DAL", "DXCM", null, null, "DFAC", "DFS", "RSP", "EWJ", null, "IJT", null, "IJJ", "EFA", "ADI", "MCO", "VMC", "VOD", "TRNO", "WULF", "USMV", "IWB", "NEE", "NKE", "MAR", "STT", "QQQ", null, "IWM", "EPD", "MDY", "DIS", "ELV", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PLD", "NFLX", "PM", "PH", null, "AWK", null, "MO", "MLM", "XLK", "ITOT", "URI", "MCHP", "VTI", "JPM", "QUAL", "ZTS" ]
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
- Manager Name
- Congress-Wealth-Management-Llc--De-
Data Enrichment
72% identified762 identified302 unidentified
Holdings
1,064 positions • $8.3B total value
Manager:
Search and click to pin securities to the top
Page 26 of 54
Shares:25.2K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
464285204
Shares:32.9K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
233051432
Shares:52.6K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
46137V233
Shares:41.2K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
37954Y293
Shares:28.8K
Value:$1.9M
% of Portfolio:0.0% ($1.9M/$8.3B)
577130586
Shares:56.4K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
464288513
Shares:23.1K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
Shares:22.5K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
78464A870
Shares:22.0K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
46138E230
Shares:59.0K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
808524730
Shares:57.1K
Value:$1.8M
% of Portfolio:0.0% ($1.8M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 25.2K | QoQ +0.90% (+227)YoY NEW(+25.2K) | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | YoY NEW(+$1.9M) | |
(cusip464285204)✕ | 32.9K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
| 22.1K | YoY NEW(+22.1K) | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | YoY NEW(+$1.9M) | |
(cusip233051432)✕ | 52.6K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
(cusip46137V233)✕ | 41.2K | QoQ NEW(+41.2K) YoY NEW(+41.2K) | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | QoQ NEW(+$1.9M) YoY NEW(+$1.9M) |
ICICI BANK LTD(IBNcusip45104G104) | 60.1K | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | ||
| 45.8K | YoY NEW(+45.8K) | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | YoY NEW(+$1.9M) | |
(cusip37954Y293)✕ | 28.8K | YoY NEW(+28.8K) | All Managers (Combined) | $1.9M | 0.0% ($1.9M/$8.3B) | YoY NEW(+$1.9M) |
COHERENT CORP.(COHRcusip19247G107) | 28.4K | QoQ +1.07% (-302)YoY NEW(+28.4K) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | YoY NEW(+$1.8M) |
M/I HOMES, INC.(MHOcusip55305B101) | 16.1K | QoQ +1.07% (-171)YoY NEW(+16.1K) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | YoY NEW(+$1.8M) |
(cusip577130586)✕ | 56.4K | QoQ +0.30% (+169)YoY NEW(+56.4K) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | YoY NEW(+$1.8M) |
| 4.3K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | |||
(cusip464288513)✕ | 23.1K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | ||
| 30.4K | YoY NEW(+30.4K) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | YoY NEW(+$1.8M) | |
| 22.5K | YoY NEW(+22.5K) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | YoY NEW(+$1.8M) | |
WEYERHAEUSER CO(WYcusip962166104) | 61.4K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | ||
(cusip78464A870)✕ | 22.0K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | ||
(cusip46138E230)✕ | 59.0K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | ||
| 7.8K | QoQ NEW(+7.8K) YoY NEW(+7.8K) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) | |
(cusip808524730)✕ | 57.1K | QoQ NEW(+57.1K) YoY NEW(+57.1K) | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |