Congress Wealth Management LLC / De /
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
- CIK
- 0001904976
- Manager Name
- Congress Wealth Management LLC / De /
Data Enrichment
72% identified762 identified302 unidentified
Holdings
1,064 positions
Manager:
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Page 31 of 54
09290C103
Shares:
23533
Value:
$1.1B
97717W315
Shares:
26785(+80.7%)
Value:
$1.1B(+87.8%)
46435G268
Shares:
17641(-27.7%)
Value:
$1.1B(-33.5%)
46138J783
Shares:
56319
Value:
$1.1B
337345102
Shares:
6090
Value:
$1.1B
78468R663
Shares:
11926
Value:
$1.1B
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
14.1K | QoQ NEW(+14.1K) YoY NEW(+14.1K) | All Managers (Combined) | $1.2M | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) | |
3.7K | All Managers (Combined) | $1.1M | |||
(cusip09290C103)✕ | 23.5K | QoQ NEW(+23.5K) YoY NEW(+23.5K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
9.5K | QoQ +1.06% (-100)YoY NEW(+9.5K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
19.6K | QoQ NEW(+19.6K) YoY NEW(+19.6K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) | |
8.5K | YoY NEW(+8.5K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
(cusip97717W315)✕ | 26.8K | YoY NEW(+26.8K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
28.0K | QoQ NEW(+28.0K) YoY NEW(+28.0K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) | |
3.5K | QoQ -6.17% (-233)YoY NEW(+3.5K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
5.1K | QoQ NEW(+5.1K) YoY NEW(+5.1K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) | |
8.1K | QoQ +2.45% (+194)YoY NEW(+8.1K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) | |
(cusip46435G268)✕ | 17.6K | YoY NEW(+17.6K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
(cusip46138J783)✕ | 56.3K | QoQ NEW(+56.3K) YoY NEW(+56.3K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
13.4K | QoQ NEW(+13.4K) YoY NEW(+13.4K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) | |
(cusip337345102)✕ | 6.1K | QoQ NEW(+6.1K) YoY NEW(+6.1K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
72.1K | QoQ NEW(+72.1K) YoY NEW(+72.1K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) | |
(cusip78468R663)✕ | 11.9K | QoQ NEW(+11.9K) YoY NEW(+11.9K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
Xylem Inc.(XYLcusip98419M100) | 9.1K | QoQ -3.18% (-298)YoY NEW(+9.1K) | All Managers (Combined) | $1.1M | YoY NEW(+$1.1M) |
2.5K | All Managers (Combined) | $1.1M | |||
38.5K | QoQ NEW(+38.5K) YoY NEW(+38.5K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |