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:
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Page 29 of 54
46435U549
Shares:28.1K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$8.3B)
025072877
Shares:14.9K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$8.3B)
Shares:6.7K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$8.3B)
37954Y376
Shares:54.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$8.3B)
464288877
Shares:21.3K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$8.3B)
25434V583
Shares:23.4K
Value:$1.3M
% of Portfolio:0.0% ($1.3M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
WATSCO INC(WSOcusip942622200) | 2.7K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | ||
ASML HOLDING NV(ASMLcusipN07059210) | 2.1K | All Managers (Combined) | $1.4M | 0.0% ($1.4M/$8.3B) | ||
| 10.6K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | |||
(cusip46435U549)✕ | 28.1K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | ||
| 25.5K | QoQ NEW(+25.5K) YoY NEW(+25.5K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) | |
(cusip025072877)✕ | 14.9K | YoY NEW(+14.9K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | YoY NEW(+$1.3M) |
| 38.8K | YoY NEW(+38.8K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | YoY NEW(+$1.3M) | |
Dayforce, Inc.(DAYcusip15677J108) | 22.4K | QoQ NEW(+22.4K) YoY NEW(+22.4K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) |
| 6.7K | QoQ NEW(+6.7K) YoY NEW(+6.7K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | 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 | 0.0% ($1.3M/$8.3B) | YoY NEW(+$1.3M) |
| 4.1K | QoQ +0.04% (-2)YoY NEW(+4.1K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | YoY NEW(+$1.3M) | |
| 9.2K | QoQ NEW(+9.2K) YoY NEW(+9.2K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) | |
(cusip37954Y376)✕ | 54.4K | YoY NEW(+54.4K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | YoY NEW(+$1.3M) |
| 5.6K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | |||
| 10.5K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | |||
| 4.9K | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | |||
(cusip464288877)✕ | 21.3K | QoQ NEW(+21.3K) YoY NEW(+21.3K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) |
(cusip25434V583)✕ | 23.4K | QoQ NEW(+23.4K) YoY NEW(+23.4K) | All Managers (Combined) | $1.3M | 0.0% ($1.3M/$8.3B) | QoQ NEW(+$1.3M) YoY NEW(+$1.3M) |
NIKE, Inc.(NKEcusip654106103) | 19.3K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | ||
| 20.8K | QoQ +2.13% (+434)YoY NEW(+20.8K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | YoY NEW(+$1.2M) |