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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WATSCO INC

WSO|942622200

2695(+210.8%)

Value:

$1.4B(+233.9%)

ASML HOLDING NV

ASML|N07059210

2059(+42.8%)

Value:

$1.4B(+37.2%)

464287473

IWS|464287473

10580(+70.6%)

Value:

$1.3B(+66.8%)

46435U549

28114(+19.6%)

Value:

$1.3B(+22.2%)

Yum China Holdings, Inc.

YUMC|98850P109

25516

Value:

$1.3B

025072877

14918(+263.3%)

Value:

$1.3B(+231.6%)

BP PLC

BP|055622104

38783(+34.4%)

Value:

$1.3B(+53.9%)

Dayforce, Inc.

DAY|15677J108

22440

Value:

$1.3B

Madison Square Garden Sports Corp.

MSGS|55825T103

6716

Value:

$1.3B

ASSURANT, INC.

AIZ|04621X108

6199(+3.4%)

Value:

$1.3B(+1.7%)

464287689

IWV|464287689

4085(+0.0%)

Value:

$1.3B(-4.9%)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

9231

Value:

$1.3B

37954Y376

54370(+240.5%)

Value:

$1.3B(+241.8%)

BECTON DICKINSON & CO

BDX|075887109

5600(+85.3%)

Value:

$1.3B(+87.1%)

46435G425

ESGU|46435G425

10494(+7.0%)

Value:

$1.3B(+1.2%)

922908637

VV|922908637

4891(+453.3%)

Value:

$1.3B(+428.2%)

464288877

21259

Value:

$1.3B

25434V583

23402

Value:

$1.3B

NIKE, Inc.

NKE|654106103

19298(+220.4%)

Value:

$1.2B(+174.1%)

Taylor Morrison Home Corp

TMHC|87724P106

20794(+2.1%)

Value:

$1.2B(+0.2%)

Instrument	Shares		Other Manager	Value
Watsco Inc(WSOcusip942622200)	2.7K	QoQ +210.84% (+1.8K) YoY +187.31% (+1.8K)	All Managers (Combined)	$1.4M	QoQ +233.90% (+$962.9K) YoY +238.93% (+$969.0K)
Asml Holding Nv(ASMLcusipN07059210)	2.1K	QoQ +42.78% (+617) YoY +57.89% (+755)	All Managers (Combined)	$1.4M	QoQ +37.18% (+$371.9K) YoY +8.34% (+$105.6K)
(IWScusip464287473)	10.6K	QoQ +70.64% (+4.4K) YoY +476.88% (+8.7K)	All Managers (Combined)	$1.3M	QoQ +66.76% (+$535.5K) YoY +481.85% (+$1.1M)
(cusip46435U549)✕	28.1K	QoQ +19.56% (+4.6K) YoY +20.76% (+4.8K)	All Managers (Combined)	$1.3M	QoQ +22.23% (+$242.8K) YoY +21.84% (+$239.3K)
Yum China Holdings, Inc.(YUMCcusip98850P109)	25.5K	QoQ NEW(+25.5K) YoY NEW(+25.5K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip025072877)✕	14.9K	QoQ +263.32% (+10.8K) YoY NEW(+14.9K)	All Managers (Combined)	$1.3M	QoQ +231.60% (+$918.0K) YoY NEW(+$1.3M)
Bp Plc(BPcusip055622104)	38.8K	QoQ +34.43% (+9.9K) YoY NEW(+38.8K)	All Managers (Combined)	$1.3M	QoQ +53.91% (+$459.8K) YoY NEW(+$1.3M)
Dayforce, Inc.(DAYcusip15677J108)	22.4K	QoQ NEW(+22.4K) YoY NEW(+22.4K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Madison Square Garden Sports Corp.(MSGScusip55825T103)	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Assurant, Inc.(AIZcusip04621X108)	6.2K	QoQ +3.35% (+201) YoY NEW(+6.2K)	All Managers (Combined)	$1.3M	QoQ +1.66% (+$21.3K) YoY NEW(+$1.3M)
(IWVcusip464287689)	4.1K	QoQ +0.04% (-2) YoY NEW(+4.1K)	All Managers (Combined)	$1.3M	QoQ -4.91% (-$67.1K) YoY NEW(+$1.3M)
Universal Display Corp \Pa\(OLEDcusip91347P105)	9.2K	QoQ NEW(+9.2K) YoY NEW(+9.2K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip37954Y376)✕	54.4K	QoQ +240.51% (+38.4K) YoY NEW(+54.4K)	All Managers (Combined)	$1.3M	QoQ +241.78% (+$910.0K) YoY NEW(+$1.3M)
Becton Dickinson & Co(BDXcusip075887109)	5.6K	QoQ +85.30% (+2.6K) YoY +208.53% (+3.8K)	All Managers (Combined)	$1.3M	QoQ +87.08% (+$597.4K) YoY +185.60% (+$834.0K)
(ESGUcusip46435G425)	10.5K	QoQ +6.95% (+682) YoY -11.05% (-1.3K)	All Managers (Combined)	$1.3M	QoQ +1.21% (+$15.4K) YoY -5.67% (-$77.0K)
(VVcusip922908637)	4.9K	QoQ +453.28% (+4.0K) YoY -89.87% (-43.4K)	All Managers (Combined)	$1.3M	QoQ +428.19% (+$1.0M) YoY -89.11% (-$10.3M)
(cusip464288877)✕	21.3K	QoQ NEW(+21.3K) YoY NEW(+21.3K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip25434V583)✕	23.4K	QoQ NEW(+23.4K) YoY NEW(+23.4K)	All Managers (Combined)	$1.3M	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
Nike, Inc.(NKEcusip654106103)	19.3K	QoQ +220.45% (+13.3K) YoY -81.26% (-83.7K)	All Managers (Combined)	$1.2M	QoQ +174.05% (+$793.3K) YoY -87.09% (-$8.4M)
Taylor Morrison Home Corp(TMHCcusip87724P106)	20.8K	QoQ +2.13% (+434) YoY NEW(+20.8K)	All Managers (Combined)	$1.2M	QoQ +0.19% (+$2.5K) YoY NEW(+$1.2M)