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 32 of 54
316092204
Shares:
12449(+2.4%)
Value:
$1.1B(-11.2%)
46138J643
Shares:
51355
Value:
$1.0B
46436E759
Shares:
15357(+10.9%)
Value:
$1.0B(+15.6%)
464287556
Shares:
8058(+233.5%)
Value:
$1.0B(+223.4%)
25434V567
Shares:
19347
Value:
$1.0B
72201R718
Shares:
10558
Value:
$1.0B
33738D309
Shares:
21997(+233.1%)
Value:
$1.0B(+229.8%)
78463X202
Shares:
18244(-0.5%)
Value:
$992.7M(+12.4%)
92204A207
Shares:
4469(-30.6%)
Value:
$977.2M(-28.2%)
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
Heico Corp(HEIcusip422806109) | 4.0K | QoQ -2.46% (-100)YoY -3.81% (-157) | All Managers (Combined) | $1.1M | |
| 5.5K | QoQ NEW(+5.5K) YoY NEW(+5.5K) | All Managers (Combined) | $1.1M | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) | |
(cusip316092204)✕ | 12.4K | All Managers (Combined) | $1.1M | ||
| 17.8K | All Managers (Combined) | $1.0M | |||
(cusip46138J643)✕ | 51.4K | QoQ NEW(+51.4K) YoY NEW(+51.4K) | All Managers (Combined) | $1.0M | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) |
| 3.9K | All Managers (Combined) | $1.0M | |||
(cusip46436E759)✕ | 15.4K | All Managers (Combined) | $1.0M | ||
(cusip464287556)✕ | 8.1K | All Managers (Combined) | $1.0M | ||
(cusip25434V567)✕ | 19.3K | QoQ NEW(+19.3K) YoY NEW(+19.3K) | All Managers (Combined) | $1.0M | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) |
| 75.2K | QoQ +0.19% (+144)YoY NEW(+75.2K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) | |
| 221 | QoQ +13.33% (+26)YoY +33.93% (+56) | All Managers (Combined) | $1.0M | ||
| 9.2K | All Managers (Combined) | $1.0M | |||
| 1.7K | All Managers (Combined) | $1.0M | |||
(cusip72201R718)✕ | 10.6K | QoQ NEW(+10.6K) YoY NEW(+10.6K) | All Managers (Combined) | $1.0M | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) |
(cusip33738D309)✕ | 22.0K | YoY NEW(+22.0K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) |
Hdfc Bank Ltd(HDBcusip40415F101) | 15.0K | All Managers (Combined) | $996.3K | ||
(cusip78463X202)✕ | 18.2K | All Managers (Combined) | $992.7K | ||
| 8.8K | YoY NEW(+8.8K) | All Managers (Combined) | $991.4K | YoY NEW(+$991.4K) | |
Realty Income Corp(Ocusip756109104) | 17.1K | All Managers (Combined) | $989.0K | ||
(cusip92204A207)✕ | 4.5K | All Managers (Combined) | $977.2K |