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:
Search and click to pin securities to the top
Page 27 of 54
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%)
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
316092857
Shares:
60355(-0.2%)
Value:
$1.7B(+1.5%)
85210B102
Shares:
43247(-3.1%)
Value:
$1.6B(+32.4%)
92647N527
Shares:
34597
Value:
$1.6B
46432F859
Shares:
33370
Value:
$1.6B
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 5.9K | All Managers (Combined) | $1.8M | |||
(cusip464287457)✕ | 21.1K | All Managers (Combined) | $1.7M | ||
(cusip14020Y508)✕ | 66.4K | QoQ NEW(+66.4K) YoY NEW(+66.4K) | All Managers (Combined) | $1.7M | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
(cusip46090F100)✕ | 127.7K | All Managers (Combined) | $1.7M | ||
Organon & Co.(OGNcusip68622V106) | 116.1K | YoY NEW(+116.1K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |
| 92.8K | YoY NEW(+92.8K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) | |
(cusip464287788)✕ | 15.0K | All Managers (Combined) | $1.7M | ||
(cusip92189H300)✕ | 69.8K | All Managers (Combined) | $1.7M | ||
(cusip46654Q203)✕ | 31.5K | QoQ NEW(+31.5K) YoY NEW(+31.5K) | All Managers (Combined) | $1.7M | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
| 19.1K | All Managers (Combined) | $1.7M | |||
(cusip316092857)✕ | 60.4K | QoQ -0.18% (-111)YoY NEW(+60.4K) | All Managers (Combined) | $1.7M | YoY NEW(+$1.7M) |
(cusip85210B102)✕ | 43.2K | YoY NEW(+43.2K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |
| 7.9K | YoY NEW(+7.9K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) | |
(cusip92647N527)✕ | 34.6K | QoQ NEW(+34.6K) YoY NEW(+34.6K) | All Managers (Combined) | $1.6M | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) |
| 14.0K | All Managers (Combined) | $1.6M | |||
(cusip46432F859)✕ | 33.4K | QoQ NEW(+33.4K) YoY NEW(+33.4K) | All Managers (Combined) | $1.6M | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) |
Nasdaq, Inc.(NDAQcusip631103108) | 21.2K | YoY NEW(+21.2K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |
Fair Isaac Corp(FICOcusip303250104) | 867 | QoQ -6.67% (-62) | All Managers (Combined) | $1.6M | |
| 20.4K | YoY NEW(+20.4K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) | |
| 44.3K | YoY NEW(+44.3K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |