Congress Wealth Management LLC / De /

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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% identified

762 identified302 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,064 positions • $8,341,187.219K total value

1,064 positions

Manager:

SEC FilingSEC DataHachi Filing

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ATMOS ENERGY CORP

ATO|049560105

10355(+13.2%)

Value:

$1.6B(+25.3%)

922908652

VXF|922908652

9250(+28.9%)

Value:

$1.6B(+17.1%)

ALCON INC

ALC|H01301128

16765(+36.2%)

Value:

$1.6B(+51.8%)

464287341

37581

Value:

$1.6B

American Water Works Company, Inc.

AWK|030420103

10707(+51.6%)

Value:

$1.6B(+78.3%)

464287150

ITOT|464287150

12785(-62.6%)

Value:

$1.6B(-64.4%)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

6558(+16.0%)

Value:

$1.6B(-0.9%)

464288182

AAXJ|464288182

21104(-1.4%)

Value:

$1.6B(+1.1%)

02368W408

52316(+148.1%)

Value:

$1.6B(+148.7%)

464287374

33684(-2.9%)

Value:

$1.5B(+3.4%)

AppLovin Corp

APP|03831W108

5844

Value:

$1.5B

NXP Semiconductors N.V.

NXPI|N6596X109

7920(-89.5%)

Value:

$1.5B(-90.3%)

Sony Group Corp

SONY|835699307

58792(+0.1%)

Value:

$1.5B(+20.2%)

XCEL ENERGY INC

XEL|98389B100

20934(+6.6%)

Value:

$1.5B(+11.6%)

VODAFONE GROUP PUBLIC LTD CO

VOD|92857W308

156640(+2.5%)

Value:

$1.5B(+13.1%)

46434V803

HEFA|46434V803

39576

Value:

$1.4B

DYCOM INDUSTRIES INC

DY|267475101

9338(+1.0%)

Value:

$1.4B(-11.6%)

Zurn Elkay Water Solutions Corp

ZWS|98983L108

42936

Value:

$1.4B

Trane Technologies plc

TT|G8994E103

4136(+107.6%)

Value:

$1.4B(+91.4%)

SCHLUMBERGER LIMITED/NV

SLB|806857108

33590(+22.6%)

Value:

$1.4B(+33.6%)

Instrument	Shares		Other Manager	Value
Atmos Energy Corp(ATOcusip049560105)	10.4K	QoQ +13.20% (+1.2K) YoY NEW(+10.4K)	All Managers (Combined)	$1.6M	QoQ +25.34% (+$322.9K) YoY NEW(+$1.6M)
(VXFcusip922908652)	9.3K	QoQ +28.91% (+2.1K) YoY NEW(+9.3K)	All Managers (Combined)	$1.6M	QoQ +17.05% (+$232.4K) YoY NEW(+$1.6M)
Alcon Inc(ALCcusipH01301128)	16.8K	QoQ +36.22% (+4.5K) YoY NEW(+16.8K)	All Managers (Combined)	$1.6M	QoQ +51.83% (+$541.5K) YoY NEW(+$1.6M)
(cusip464287341)✕	37.6K	QoQ NEW(+37.6K) YoY NEW(+37.6K)	All Managers (Combined)	$1.6M	QoQ NEW(+$1.6M) YoY NEW(+$1.6M)
American Water Works Company, Inc.(AWKcusip030420103)	10.7K	QoQ +51.57% (+3.6K) YoY NEW(+10.7K)	All Managers (Combined)	$1.6M	QoQ +78.35% (+$689.1K) YoY NEW(+$1.6M)
(ITOTcusip464287150)	12.8K	QoQ -62.60% (-21.4K) YoY +113.40% (+6.8K)	All Managers (Combined)	$1.6M	QoQ -64.40% (-$2.8M) YoY +126.65% (+$874.8K)
Marriott International Inc /Md/(MARcusip571903202)	6.6K	QoQ +16.02% (-906) YoY +46.25% (+2.1K)	All Managers (Combined)	$1.6M	QoQ -0.88% (-$13.9K) YoY +38.11% (+$431.3K)
(AAXJcusip464288182)	21.1K	QoQ -1.36% (-291) YoY NEW(+21.1K)	All Managers (Combined)	$1.6M	QoQ +1.12% (-$17.4K) YoY NEW(+$1.6M)
(cusip02368W408)✕	52.3K	QoQ +148.08% (+31.2K) YoY NEW(+52.3K)	All Managers (Combined)	$1.6M	QoQ +148.65% (+$931.4K) YoY NEW(+$1.6M)
(cusip464287374)✕	33.7K	QoQ -2.86% (-993) YoY -42.45% (-24.9K)	All Managers (Combined)	$1.5M	QoQ +3.36% (-$49.9K) YoY -41.84% (-$1.1M)
Applovin Corp(APPcusip03831W108)	5.8K	QoQ NEW(+5.8K) YoY NEW(+5.8K)	All Managers (Combined)	$1.5M	QoQ NEW(+$1.5M) YoY NEW(+$1.5M)
Nxp Semiconductors N.V.(NXPIcusipN6596X109)	7.9K	QoQ -89.47% (-67.4K) YoY -88.61% (-61.6K)	All Managers (Combined)	$1.5M	QoQ -90.30% (-$14.1M) YoY -91.20% (-$15.7M)
Sony Group Corp(SONYcusip835699307)	58.8K	QoQ +0.14% (+87) YoY NEW(+58.8K)	All Managers (Combined)	$1.5M	QoQ +20.16% (+$250.5K) YoY NEW(+$1.5M)
Xcel Energy Inc(XELcusip98389B100)	20.9K	QoQ +6.57% (+1.3K) YoY +421.13% (+16.9K)	All Managers (Combined)	$1.5M	QoQ +11.60% (+$153.9K) YoY +585.47% (+$1.3M)
Vodafone Group Public Ltd Co(VODcusip92857W308)	156.6K	QoQ +2.49% (+3.8K) YoY NEW(+156.6K)	All Managers (Combined)	$1.5M	QoQ +13.10% (+$170.0K) YoY NEW(+$1.5M)
(HEFAcusip46434V803)	39.6K	QoQ NEW(+39.6K) YoY NEW(+39.6K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
Dycom Industries Inc(DYcusip267475101)	9.3K	QoQ +0.98% (-91) YoY NEW(+9.3K)	All Managers (Combined)	$1.4M	QoQ -11.61% (-$187.0K) YoY NEW(+$1.4M)
Zurn Elkay Water Solutions Corp(ZWScusip98983L108)	42.9K	QoQ NEW(+42.9K) YoY NEW(+42.9K)	All Managers (Combined)	$1.4M	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
Trane Technologies Plc(TTcusipG8994E103)	4.1K	QoQ +107.63% (+2.1K) YoY NEW(+4.1K)	All Managers (Combined)	$1.4M	QoQ +91.43% (+$672.7K) YoY NEW(+$1.4M)
Schlumberger Limited/Nv(SLBcusip806857108)	33.6K	QoQ +22.59% (+6.2K) YoY +192.46% (+22.1K)	All Managers (Combined)	$1.4M	QoQ +33.62% (+$353.3K) YoY +123.01% (+$774.4K)