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
Manager:
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Page 27 of 54
Chubb Ltd
Shares:
5867(+212.7%)
Value:
$1.8B(+238.9%)
464287457
Shares:
21148(+11.0%)
Value:
$1.7B(+12.0%)
14020Y508
Shares:
66440
Value:
$1.7B
46090F100
Shares:
127681(+0.3%)
Value:
$1.7B(+5.3%)
Organon & Co.
Shares:
116110(-4.7%)
Value:
$1.7B(-4.9%)
BlackRock Enhanced Large Cap Core Fund, Inc.
Shares:
92753(-1.8%)
Value:
$1.7B(-9.7%)
464287788
Shares:
15017(+386.0%)
Value:
$1.7B(+398.4%)
92189H300
Shares:
69839(+24.8%)
Value:
$1.7B(+28.9%)
46654Q203
Shares:
31539
Value:
$1.7B
MICRON TECHNOLOGY INC
Shares:
19068(+11.0%)
Value:
$1.7B(+14.8%)
316092857
Shares:
60355(-0.2%)
Value:
$1.7B(+1.5%)
85210B102
Shares:
43247(-3.1%)
Value:
$1.6B(+32.4%)
Constellation Energy Corp
Shares:
7889(+319.9%)
Value:
$1.6B(+288.3%)
92647N527
Shares:
34597
Value:
$1.6B
RPM INTERNATIONAL INC/DE/
Shares:
13964(-4.5%)
Value:
$1.6B(-10.2%)
46432F859
Shares:
33370
Value:
$1.6B
NASDAQ, INC.
Shares:
21191(+183.9%)
Value:
$1.6B(+178.6%)
FAIR ISAAC CORP
Shares:
867(-6.7%)
Value:
$1.6B(-13.5%)
SCHWAB CHARLES CORP
Shares:
20357(+583.1%)
Value:
$1.6B(+624.5%)
PPL Corp
Shares:
44250(+128.2%)
Value:
$1.6B(+153.8%)