Congress-Wealth-Management-Llc--De-
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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 27 of 54
464287457
Shares:21.1K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$8.3B)
14020Y508
Shares:66.4K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$8.3B)
46090F100
Shares:127.7K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$8.3B)
Shares:92.8K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$8.3B)
464287788
Shares:15.0K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$8.3B)
92189H300
Shares:69.8K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$8.3B)
46654Q203
Shares:31.5K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$8.3B)
316092857
Shares:60.4K
Value:$1.7M
% of Portfolio:0.0% ($1.7M/$8.3B)
85210B102
Shares:43.2K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.3B)
92647N527
Shares:34.6K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.3B)
46432F859
Shares:33.4K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 5.9K | All Managers (Combined) | $1.8M | 0.0% ($1.8M/$8.3B) | |||
(cusip464287457)✕ | 21.1K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | ||
(cusip14020Y508)✕ | 66.4K | QoQ NEW(+66.4K) YoY NEW(+66.4K) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
(cusip46090F100)✕ | 127.7K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | ||
Organon & Co.(OGNcusip68622V106) | 116.1K | YoY NEW(+116.1K) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | YoY NEW(+$1.7M) |
| 92.8K | YoY NEW(+92.8K) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | YoY NEW(+$1.7M) | |
(cusip464287788)✕ | 15.0K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | ||
(cusip92189H300)✕ | 69.8K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | ||
(cusip46654Q203)✕ | 31.5K | QoQ NEW(+31.5K) YoY NEW(+31.5K) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | QoQ NEW(+$1.7M) YoY NEW(+$1.7M) |
| 19.1K | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | |||
(cusip316092857)✕ | 60.4K | QoQ -0.18% (-111)YoY NEW(+60.4K) | All Managers (Combined) | $1.7M | 0.0% ($1.7M/$8.3B) | YoY NEW(+$1.7M) |
(cusip85210B102)✕ | 43.2K | YoY NEW(+43.2K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$8.3B) | YoY NEW(+$1.6M) |
| 7.9K | YoY NEW(+7.9K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$8.3B) | YoY NEW(+$1.6M) | |
(cusip92647N527)✕ | 34.6K | QoQ NEW(+34.6K) YoY NEW(+34.6K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$8.3B) | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) |
| 14.0K | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$8.3B) | |||
(cusip46432F859)✕ | 33.4K | QoQ NEW(+33.4K) YoY NEW(+33.4K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$8.3B) | QoQ NEW(+$1.6M) YoY NEW(+$1.6M) |
NASDAQ, INC.(NDAQcusip631103108) | 21.2K | YoY NEW(+21.2K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$8.3B) | YoY NEW(+$1.6M) |
FAIR ISAAC CORP(FICOcusip303250104) | 867 | QoQ -6.67% (-62) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$8.3B) | |
| 20.4K | YoY NEW(+20.4K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$8.3B) | YoY NEW(+$1.6M) | |
| 44.3K | YoY NEW(+44.3K) | All Managers (Combined) | $1.6M | 0.0% ($1.6M/$8.3B) | YoY NEW(+$1.6M) |