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 26 of 54
464285204
Shares:
32867(+32.4%)
Value:
$1.9B(+56.8%)
233051432
Shares:
52646(-6.5%)
Value:
$1.9B(-6.3%)
46137V233
Shares:
41241
Value:
$1.9B
37954Y293
Shares:
28834(+299.5%)
Value:
$1.9B(+324.3%)
577130586
Shares:
56356(+0.3%)
Value:
$1.8B(+1.6%)
464288513
Shares:
23105(+1.9%)
Value:
$1.8B(+2.2%)
78464A870
Shares:
22021(+7.8%)
Value:
$1.8B(-2.7%)
46138E230
Shares:
59041(+0.7%)
Value:
$1.8B(+9.8%)
808524730
Shares:
57121
Value:
$1.8B
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 25.2K | QoQ +0.90% (+227)YoY NEW(+25.2K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) | |
(cusip464285204)✕ | 32.9K | All Managers (Combined) | $1.9M | ||
| 22.1K | YoY NEW(+22.1K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) | |
(cusip233051432)✕ | 52.6K | All Managers (Combined) | $1.9M | ||
(cusip46137V233)✕ | 41.2K | QoQ NEW(+41.2K) YoY NEW(+41.2K) | All Managers (Combined) | $1.9M | QoQ NEW(+$1.9M) YoY NEW(+$1.9M) |
Icici Bank Ltd(IBNcusip45104G104) | 60.1K | All Managers (Combined) | $1.9M | ||
| 45.8K | YoY NEW(+45.8K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) | |
(cusip37954Y293)✕ | 28.8K | YoY NEW(+28.8K) | All Managers (Combined) | $1.9M | YoY NEW(+$1.9M) |
Coherent Corp.(COHRcusip19247G107) | 28.4K | QoQ +1.07% (-302)YoY NEW(+28.4K) | All Managers (Combined) | $1.8M | YoY NEW(+$1.8M) |
M/I Homes, Inc.(MHOcusip55305B101) | 16.1K | QoQ +1.07% (-171)YoY NEW(+16.1K) | All Managers (Combined) | $1.8M | YoY NEW(+$1.8M) |
(cusip577130586)✕ | 56.4K | QoQ +0.30% (+169)YoY NEW(+56.4K) | All Managers (Combined) | $1.8M | YoY NEW(+$1.8M) |
| 4.3K | All Managers (Combined) | $1.8M | |||
(cusip464288513)✕ | 23.1K | All Managers (Combined) | $1.8M | ||
| 30.4K | YoY NEW(+30.4K) | All Managers (Combined) | $1.8M | YoY NEW(+$1.8M) | |
| 22.5K | YoY NEW(+22.5K) | All Managers (Combined) | $1.8M | YoY NEW(+$1.8M) | |
Weyerhaeuser Co(WYcusip962166104) | 61.4K | All Managers (Combined) | $1.8M | ||
(cusip78464A870)✕ | 22.0K | All Managers (Combined) | $1.8M | ||
(cusip46138E230)✕ | 59.0K | All Managers (Combined) | $1.8M | ||
| 7.8K | QoQ NEW(+7.8K) YoY NEW(+7.8K) | All Managers (Combined) | $1.8M | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) | |
(cusip808524730)✕ | 57.1K | QoQ NEW(+57.1K) YoY NEW(+57.1K) | All Managers (Combined) | $1.8M | QoQ NEW(+$1.8M) YoY NEW(+$1.8M) |