Congress Wealth Management LLC / De /

Filing Details

13F-HR • 2025-03-31
SEC
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

1,064 positions
Manager:
SEC
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Page 31 of 54
78464A409
SPYG|78464A409
Shares:
14092
Value:
$1.2B
464287622
IWB|464287622
Shares:
3743(-19.3%)
Value:
$1.1B(-23.1%)
09290C103
09290C103
Shares:
23533
Value:
$1.1B
464287705
IJJ|464287705
Shares:
9479(+1.1%)
Value:
$1.1B(-3.1%)
Sunoco LP
SUN|86765K109
Shares:
19618
Value:
$1.1B
Alibaba Group Holding Ltd
BABA|01609W102
Shares:
8526(+34.8%)
Value:
$1.1B(+110.5%)
97717W315
97717W315
Shares:
26785(+80.7%)
Value:
$1.1B(+87.8%)
CYTOKINETICS INC
CYTK|23282W605
Shares:
28000
Value:
$1.1B
ANSYS INC
ANSS|03662Q105
Shares:
3539(-6.2%)
Value:
$1.1B(-11.9%)
SBA COMMUNICATIONS CORP
SBAC|78410G104
Shares:
5071
Value:
$1.1B
CARDINAL HEALTH INC
CAH|14149Y108
Shares:
8091(+2.5%)
Value:
$1.1B(+19.3%)
46435G268
46435G268
Shares:
17641(-27.7%)
Value:
$1.1B(-33.5%)
46138J783
46138J783
Shares:
56319
Value:
$1.1B
MCCORMICK & CO INC
MKC|579780206
Shares:
13398
Value:
$1.1B
337345102
337345102
Shares:
6090
Value:
$1.1B
Columbia Financial, Inc.
CLBK|197641103
Shares:
72113
Value:
$1.1B
78468R663
78468R663
Shares:
11926
Value:
$1.1B
Xylem Inc.
XYL|98419M100
Shares:
9058(-3.2%)
Value:
$1.1B(-0.3%)
Elevance Health, Inc.
ELV|036752103
Shares:
2475(-5.7%)
Value:
$1.1B(+11.1%)
808524763
FNDA|808524763
Shares:
38462
Value:
$1.1B