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 • $8.3B total value
Manager:
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ATMOS ENERGY CORP
Shares:10.4K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.3B)
922908652
Shares:9.3K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.3B)
ALCON INC
Shares:16.8K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.3B)
464287341
Shares:37.6K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.3B)
American Water Works Company, Inc.
Shares:10.7K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.3B)
464287150
Shares:12.8K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.3B)
MARRIOTT INTERNATIONAL INC /MD/
Shares:6.6K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.3B)
464288182
Shares:21.1K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.3B)
02368W408
Shares:52.3K
Value:$1.6M
% of Portfolio:0.0% ($1.6M/$8.3B)
464287374
Shares:33.7K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.3B)
AppLovin Corp
Shares:5.8K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.3B)
NXP Semiconductors N.V.
Shares:7.9K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.3B)
Sony Group Corp
Shares:58.8K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.3B)
XCEL ENERGY INC
Shares:20.9K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.3B)
VODAFONE GROUP PUBLIC LTD CO
Shares:156.6K
Value:$1.5M
% of Portfolio:0.0% ($1.5M/$8.3B)
46434V803
Shares:39.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)
DYCOM INDUSTRIES INC
Shares:9.3K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)
Zurn Elkay Water Solutions Corp
Shares:42.9K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)
Trane Technologies plc
Shares:4.1K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)
SCHLUMBERGER LIMITED/NV
Shares:33.6K
Value:$1.4M
% of Portfolio:0.0% ($1.4M/$8.3B)