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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CINTAS CORP

CTAS|172908105

207306(+1.1%)

Value:

$42.6B(+13.7%)

HOME DEPOT, INC.

HD|437076102

115984(+9.1%)

Value:

$42.5B(+2.8%)

SPDR S&P 500 ETF TRUST

SPY|78462F103

74170(+2.8%)

Value:

$41.5B(-1.8%)

Broadcom Inc.

AVGO|11135F101

246174(+93.2%)

Value:

$41.4B(+40.0%)

EXXON MOBIL CORP

XOM|30231G102

347450(+52.0%)

Value:

$41.2B(+67.3%)

Alphabet Inc.

GOOG|02079K107

249611(+45.4%)

Value:

$39.4B(+20.5%)

33737J158

718434(-0.7%)

Value:

$39.4B(+5.3%)

81369Y860

937989(+1.6%)

Value:

$39.3B(+4.6%)

922908363

VOO|922908363

76196(+9.2%)

Value:

$39.2B(+4.2%)

TJX COMPANIES INC /DE/

TJX|872540109

321176(+6.9%)

Value:

$39.1B(+7.8%)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

78346(+8.7%)

Value:

$36.8B(-0.1%)

922908744

VTV|922908744

209929(+84.3%)

Value:

$36.4B(+88.5%)

78468R804

206626(-2.2%)

Value:

$36.0B(+3.0%)

Eaton Corp plc

ETN|G29183103

127619(+2.8%)

Value:

$34.7B(-15.7%)

78464A144

1140831(-0.4%)

Value:

$33.1B(+1.0%)

97717W281

680695(+4.4%)

Value:

$32.9B(+3.1%)

464286608

604551(-0.7%)

Value:

$32.2B(+12.0%)

Texas Pacific Land Corp

TPL|88262P102

24090

Value:

$31.9B

81369Y704

234462(+2.7%)

Value:

$30.7B(+2.2%)

GOLDMAN SACHS GROUP INC

GS|38141G104

55906(+5.1%)

Value:

$30.6B(+0.4%)

Instrument	Shares		Other Manager	Value
Cintas Corp(CTAScusip172908105)	207.3K	QoQ +1.05% (+2.2K) YoY +318.93% (+157.8K)	All Managers (Combined)	$42.6M	QoQ +13.67% (+$5.1M) YoY +25.31% (+$8.6M)
Home Depot, Inc.(HDcusip437076102)	116.0K	QoQ +9.14% (+9.7K) YoY +21.84% (+20.8K)	All Managers (Combined)	$42.5M	QoQ +2.80% (+$1.2M) YoY +16.38% (+$6.0M)
Spdr S&P 500 Etf Trust(SPYcusip78462F103)	74.2K	QoQ +2.76% (-2.0K) YoY +63.48% (+28.8K)	All Managers (Combined)	$41.5M	QoQ -1.80% (-$764.1K) YoY +75.03% (+$17.8M)
Broadcom Inc.(AVGOcusip11135F101)	246.2K	QoQ +93.20% (+118.8K) YoY +2198.75% (+235.5K)	All Managers (Combined)	$41.4M	QoQ +39.98% (+$11.8M) YoY +191.29% (+$27.2M)
Exxon Mobil Corp(XOMcusip30231G102)	347.4K	QoQ +51.96% (+118.8K) YoY +644.65% (+300.8K)	All Managers (Combined)	$41.2M	QoQ +67.32% (+$16.6M) YoY +658.76% (+$35.7M)
Alphabet Inc.(GOOGcusip02079K107)	249.6K	QoQ +45.39% (+77.9K) YoY +362.82% (+195.7K)	All Managers (Combined)	$39.4M	QoQ +20.47% (+$6.7M) YoY +379.65% (+$31.2M)
(cusip33737J158)✕	718.4K	QoQ -0.74% (-5.4K) YoY +0.20% (-1.5K)	All Managers (Combined)	$39.4M	QoQ +5.28% (-$2.0M) YoY -0.35% (-$141.2K)
(cusip81369Y860)✕	938.0K	QoQ +1.65% (+15.3K) YoY +11440.21% (+929.9K)	All Managers (Combined)	$39.3M	QoQ +4.60% (+$1.7M) YoY +12117.28% (+$38.9M)
(VOOcusip922908363)	76.2K	QoQ +9.20% (+6.4K) YoY +73.22% (+32.2K)	All Managers (Combined)	$39.2M	QoQ +4.23% (+$1.6M) YoY +85.33% (+$18.0M)
Tjx Companies Inc /De/(TJXcusip872540109)	321.2K	QoQ +6.94% (+20.9K) YoY +21.84% (+57.6K)	All Managers (Combined)	$39.1M	QoQ +7.75% (+$2.8M) YoY +46.22% (+$12.4M)
Invesco Qqq Trust, Series 1(QQQcusip46090E103)	78.3K	QoQ +8.72% (-6.3K) YoY +749.83% (+69.1K)	All Managers (Combined)	$36.8M	QoQ -0.06% (-$22.4K) YoY +799.27% (+$32.7M)
(VTVcusip922908744)	209.9K	QoQ +84.32% (+96.0K) YoY +105.32% (+107.7K)	All Managers (Combined)	$36.4M	QoQ +88.54% (+$17.1M) YoY +118.33% (+$19.7M)
(cusip78468R804)✕	206.6K	QoQ -2.19% (-4.6K) YoY -34.18% (-107.3K)	All Managers (Combined)	$36.0M	QoQ +3.03% (-$1.1M) YoY -26.45% (-$12.9M)
Eaton Corp Plc(ETNcusipG29183103)	127.6K	QoQ +2.75% (-3.4K) YoY +9.65% (-11.2K)	All Managers (Combined)	$34.7M	QoQ -15.73% (-$6.5M) YoY -4.56% (-$1.7M)
(cusip78464A144)✕	1.1M	QoQ -0.37% (-4.3K) YoY +0.29% (+3.4K)	All Managers (Combined)	$33.1M	QoQ +0.97% (-$320.6K) YoY +0.02% (+$7.1K)
(cusip97717W281)✕	680.7K	QoQ +4.43% (+28.9K) YoY NEW(+680.7K)	All Managers (Combined)	$32.9M	QoQ +3.13% (+$999.0K) YoY NEW(+$32.9M)
(cusip464286608)✕	604.6K	QoQ -0.68% (-4.2K) YoY -39.42% (-393.5K)	All Managers (Combined)	$32.2M	QoQ +12.04% (-$3.5M) YoY -36.83% (-$18.8M)
Texas Pacific Land Corp(TPLcusip88262P102)	24.1K	QoQ NEW(+24.1K) YoY NEW(+24.1K)	All Managers (Combined)	$31.9M	QoQ NEW(+$31.9M) YoY NEW(+$31.9M)
(cusip81369Y704)✕	234.5K	QoQ +2.70% (+6.2K) YoY -34.83% (-125.3K)	All Managers (Combined)	$30.7M	QoQ +2.18% (+$655.9K) YoY -32.18% (-$14.6M)
Goldman Sachs Group Inc(GScusip38141G104)	55.9K	QoQ +5.08% (+2.7K) YoY -91.43% (-596.5K)	All Managers (Combined)	$30.6M	QoQ +0.39% (+$119.6K) YoY -88.77% (-$241.9M)