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:
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Page 28 of 54
464287341
Shares:
37581
Value:
$1.6B
02368W408
Shares:
52316(+148.1%)
Value:
$1.6B(+148.7%)
464287374
Shares:
33684(-2.9%)
Value:
$1.5B(+3.4%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
10.4K | YoY NEW(+10.4K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) | |
9.3K | YoY NEW(+9.3K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) | |
16.8K | YoY NEW(+16.8K) | All Managers (Combined) | $1.6M | 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) |
10.7K | YoY NEW(+10.7K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) | |
12.8K | All Managers (Combined) | $1.6M | |||
6.6K | All Managers (Combined) | $1.6M | |||
21.1K | QoQ -1.36% (-291)YoY NEW(+21.1K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) | |
(cusip02368W408)✕ | 52.3K | YoY NEW(+52.3K) | All Managers (Combined) | $1.6M | YoY NEW(+$1.6M) |
(cusip464287374)✕ | 33.7K | All Managers (Combined) | $1.5M | ||
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) |
7.9K | All Managers (Combined) | $1.5M | |||
Sony Group Corp(SONYcusip835699307) | 58.8K | QoQ +0.14% (+87)YoY NEW(+58.8K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) |
Xcel Energy Inc(XELcusip98389B100) | 20.9K | All Managers (Combined) | $1.5M | ||
156.6K | YoY NEW(+156.6K) | All Managers (Combined) | $1.5M | YoY NEW(+$1.5M) | |
39.6K | QoQ NEW(+39.6K) YoY NEW(+39.6K) | All Managers (Combined) | $1.4M | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) | |
9.3K | QoQ +0.98% (-91)YoY NEW(+9.3K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) | |
42.9K | QoQ NEW(+42.9K) YoY NEW(+42.9K) | All Managers (Combined) | $1.4M | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) | |
4.1K | YoY NEW(+4.1K) | All Managers (Combined) | $1.4M | YoY NEW(+$1.4M) | |
33.6K | All Managers (Combined) | $1.4M |