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 31 of 54
09290C103
Shares:23.5K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.3B)
97717W315
Shares:26.8K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.3B)
46435G268
Shares:17.6K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.3B)
46138J783
Shares:56.3K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.3B)
337345102
Shares:6.1K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.3B)
78468R663
Shares:11.9K
Value:$1.1M
% of Portfolio:0.0% ($1.1M/$8.3B)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 14.1K | QoQ NEW(+14.1K) YoY NEW(+14.1K) | All Managers (Combined) | $1.2M | 0.0% ($1.2M/$8.3B) | QoQ NEW(+$1.2M) YoY NEW(+$1.2M) | |
| 3.7K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | |||
(cusip09290C103)✕ | 23.5K | QoQ NEW(+23.5K) YoY NEW(+23.5K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
| 9.5K | QoQ +1.06% (-100)YoY NEW(+9.5K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | YoY NEW(+$1.1M) | |
| 19.6K | QoQ NEW(+19.6K) YoY NEW(+19.6K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) | |
| 8.5K | YoY NEW(+8.5K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | YoY NEW(+$1.1M) | |
(cusip97717W315)✕ | 26.8K | YoY NEW(+26.8K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | YoY NEW(+$1.1M) |
| 28.0K | QoQ NEW(+28.0K) YoY NEW(+28.0K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) | |
| 3.5K | QoQ -6.17% (-233)YoY NEW(+3.5K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | YoY NEW(+$1.1M) | |
| 5.1K | QoQ NEW(+5.1K) YoY NEW(+5.1K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) | |
| 8.1K | QoQ +2.45% (+194)YoY NEW(+8.1K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | YoY NEW(+$1.1M) | |
(cusip46435G268)✕ | 17.6K | YoY NEW(+17.6K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | YoY NEW(+$1.1M) |
(cusip46138J783)✕ | 56.3K | QoQ NEW(+56.3K) YoY NEW(+56.3K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
| 13.4K | QoQ NEW(+13.4K) YoY NEW(+13.4K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) | |
(cusip337345102)✕ | 6.1K | QoQ NEW(+6.1K) YoY NEW(+6.1K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |
| 72.1K | QoQ NEW(+72.1K) YoY NEW(+72.1K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) | |
(cusip78468R663)✕ | 11.9K | QoQ NEW(+11.9K) YoY NEW(+11.9K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | 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 | 0.0% ($1.1M/$8.3B) | YoY NEW(+$1.1M) |
| 2.5K | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | |||
| 38.5K | QoQ NEW(+38.5K) YoY NEW(+38.5K) | All Managers (Combined) | $1.1M | 0.0% ($1.1M/$8.3B) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) |