Congress-Wealth-Management-Llc--De-

Filing Details

13F-HR2025-03-31
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% identified
762 identified302 unidentified

Holdings

1,064 positions • $8.3B total value
Manager:
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SL GREEN REALTY CORP
Shares:15.4K
Value:$891.1K
% of Portfolio:0.0% ($891.1K/$8.3B)
464287192
Shares:13.8K
Value:$889.1K
% of Portfolio:0.0% ($889.1K/$8.3B)
381430206
Shares:26.5K
Value:$880.1K
% of Portfolio:0.0% ($880.1K/$8.3B)
BROOKFIELD Corp /ON/
Shares:16.8K
Value:$879.7K
% of Portfolio:0.0% ($879.7K/$8.3B)
KELLANOVA
Shares:10.6K
Value:$877.7K
% of Portfolio:0.0% ($877.7K/$8.3B)
Eastern Bankshares, Inc.
Shares:53.4K
Value:$876.1K
% of Portfolio:0.0% ($876.1K/$8.3B)
37954Y442
Shares:41.6K
Value:$874.5K
% of Portfolio:0.0% ($874.5K/$8.3B)
46428Q109
Shares:28.0K
Value:$864.4K
% of Portfolio:0.0% ($864.4K/$8.3B)
TARGET CORP
Shares:8.2K
Value:$862.2K
% of Portfolio:0.0% ($862.2K/$8.3B)
78468R770
Shares:7.9K
Value:$860.4K
% of Portfolio:0.0% ($860.4K/$8.3B)
LCI INDUSTRIES
Shares:9.6K
Value:$838.0K
% of Portfolio:0.0% ($838.0K/$8.3B)
316092402
Shares:32.7K
Value:$834.8K
% of Portfolio:0.0% ($834.8K/$8.3B)
53656F623
Shares:20.4K
Value:$830.7K
% of Portfolio:0.0% ($830.7K/$8.3B)
46435G334
Shares:22.1K
Value:$829.9K
% of Portfolio:0.0% ($829.9K/$8.3B)
Workday, Inc.
Shares:3.5K
Value:$822.9K
% of Portfolio:0.0% ($822.9K/$8.3B)
TERADYNE, INC
Shares:9.9K
Value:$817.0K
% of Portfolio:0.0% ($817.0K/$8.3B)
14020Y102
Shares:35.8K
Value:$804.9K
% of Portfolio:0.0% ($804.9K/$8.3B)
81369Y886
Shares:10.2K
Value:$801.9K
% of Portfolio:0.0% ($801.9K/$8.3B)
MICROCHIP TECHNOLOGY INC
Shares:16.5K
Value:$798.0K
% of Portfolio:0.0% ($798.0K/$8.3B)
315912808
Shares:11.4K
Value:$797.3K
% of Portfolio:0.0% ($797.3K/$8.3B)