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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CINTAS CORP
Shares:207.3K
Value:$42.6M
% of Portfolio:0.5% ($42.6M/$8.3B)
HOME DEPOT, INC.
Shares:116.0K
Value:$42.5M
% of Portfolio:0.5% ($42.5M/$8.3B)
SPDR S&P 500 ETF TRUST
Shares:74.2K
Value:$41.5M
% of Portfolio:0.5% ($41.5M/$8.3B)
Broadcom Inc.
Shares:246.2K
Value:$41.4M
% of Portfolio:0.5% ($41.4M/$8.3B)
EXXON MOBIL CORP
Shares:347.4K
Value:$41.2M
% of Portfolio:0.5% ($41.2M/$8.3B)
Alphabet Inc.
Shares:249.6K
Value:$39.4M
% of Portfolio:0.5% ($39.4M/$8.3B)
33737J158
Shares:718.4K
Value:$39.4M
% of Portfolio:0.5% ($39.4M/$8.3B)
81369Y860
Shares:938.0K
Value:$39.3M
% of Portfolio:0.5% ($39.3M/$8.3B)
922908363
Shares:76.2K
Value:$39.2M
% of Portfolio:0.5% ($39.2M/$8.3B)
TJX COMPANIES INC /DE/
Shares:321.2K
Value:$39.1M
% of Portfolio:0.5% ($39.1M/$8.3B)
INVESCO QQQ TRUST, SERIES 1
Shares:78.3K
Value:$36.8M
% of Portfolio:0.4% ($36.8M/$8.3B)
922908744
Shares:209.9K
Value:$36.4M
% of Portfolio:0.4% ($36.4M/$8.3B)
78468R804
Shares:206.6K
Value:$36.0M
% of Portfolio:0.4% ($36.0M/$8.3B)
Eaton Corp plc
Shares:127.6K
Value:$34.7M
% of Portfolio:0.4% ($34.7M/$8.3B)
78464A144
Shares:1.1M
Value:$33.1M
% of Portfolio:0.4% ($33.1M/$8.3B)
97717W281
Shares:680.7K
Value:$32.9M
% of Portfolio:0.4% ($32.9M/$8.3B)
464286608
Shares:604.6K
Value:$32.2M
% of Portfolio:0.4% ($32.2M/$8.3B)
Texas Pacific Land Corp
Shares:24.1K
Value:$31.9M
% of Portfolio:0.4% ($31.9M/$8.3B)
81369Y704
Shares:234.5K
Value:$30.7M
% of Portfolio:0.4% ($30.7M/$8.3B)
GOLDMAN SACHS GROUP INC
Shares:55.9K
Value:$30.6M
% of Portfolio:0.4% ($30.6M/$8.3B)