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:
Search and click to pin securities to the top
Page 30 of 54
Shares:14.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$8.3B)
464288661
Shares:10.4K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$8.3B)
78464A359
Shares:15.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$8.3B)
25434V773
Shares:46.5K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$8.3B)
92204A801
Shares:6.2K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$8.3B)
14020V108
Shares:34.7K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$8.3B)
46138E297
Shares:47.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$8.3B)
464287549
Shares:12.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$8.3B)
78468R556
Shares:8.8K
Value:$1.2M
% of Portfolio:0.0% ($1.2M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 11.4K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | |||
| 7.7K | YoY NEW(+7.7K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | YoY NEW(+$1.2M) | |
| 9.6K | QoQ +0.42% (-41)YoY NEW(+9.6K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | YoY NEW(+$1.2M) | |
| 14.2K | QoQ -0.30% (-44)YoY NEW(+14.2K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | YoY NEW(+$1.2M) | |
| 5.4K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | |||
(cusip464288661)✕ | 10.4K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | ||
ONEOK INC /NEW/(OKEcusip682680103) | 12.3K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | ||
| 72.0K | QoQ NEW(+72.0K) YoY NEW(+72.0K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) | |
NISOURCE INC.(NIcusip65473P105) | 30.3K | YoY NEW(+30.3K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | YoY NEW(+$1.2M) |
(cusip78464A359)✕ | 15.5K | YoY NEW(+15.5K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | YoY NEW(+$1.2M) |
(cusip25434V773)✕ | 46.5K | QoQ NEW(+46.5K) YoY NEW(+46.5K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) |
| 12.0K | QoQ NEW(+12.0K) YoY NEW(+12.0K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) | |
| 16.8K | YoY NEW(+16.8K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | YoY NEW(+$1.2M) | |
ASTRAZENECA PLC(AZNcusip046353108) | 16.3K | YoY NEW(+16.3K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | YoY NEW(+$1.2M) |
(cusip92204A801)✕ | 6.2K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | ||
(cusip14020V108)✕ | 34.7K | QoQ NEW(+34.7K) YoY NEW(+34.7K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) |
(cusip46138E297)✕ | 47.8K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | ||
(cusip464287549)✕ | 12.8K | QoQ -0.12% (-16)YoY -0.27% (-35) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | |
(cusip78468R556)✕ | 8.8K | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | ||
| 1.7K | QoQ NEW(+1.7K) YoY NEW(+1.7K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) |