Congress Wealth Management LLC / De /

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

1,064 positions • $8,341,187.219K total value

1,064 positions

Manager:

SEC FilingSEC DataHachi Filing

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SL GREEN REALTY CORP

SLG|78440X887

15444

Value:

$891.1M

464287192

13843(+16.8%)

Value:

$889.1M(+11.1%)

381430206

26524(-0.1%)

Value:

$880.1M(+3.8%)

BROOKFIELD Corp /ON/

BN.TO|11271J107

16764(+2.7%)

Value:

$879.7M(-6.2%)

KELLANOVA

K|487836108

10639

Value:

$877.7M

Eastern Bankshares, Inc.

EBC|27627N105

53421(-72.8%)

Value:

$876.1M(-74.2%)

37954Y442

41635

Value:

$874.5M

46428Q109

27968

Value:

$864.4M

TARGET CORP

TGT|87612E106

8235(+230.1%)

Value:

$862.2M(+155.6%)

78468R770

7876

Value:

$860.4M

LCI INDUSTRIES

LCII|50189K103

9585(+1.1%)

Value:

$838.0M(-14.5%)

316092402

32710(+114.0%)

Value:

$834.8M(+129.1%)

53656F623

20432

Value:

$830.7M

46435G334

22148(-0.1%)

Value:

$829.9M(+10.4%)

Workday, Inc.

WDAY|98138H101

3523(+85.4%)

Value:

$822.9M(+67.8%)

TERADYNE, INC

TER|880770102

9890(-9.3%)

Value:

$817.0M(-40.5%)

14020Y102

35826

Value:

$804.9M

81369Y886

10184

Value:

$801.9M

MICROCHIP TECHNOLOGY INC

MCHP|595017104

16472(+3.3%)

Value:

$798.0M(-12.8%)

315912808

11420

Value:

$797.3M

Instrument	Shares		Other Manager	Value
Sl Green Realty Corp(SLGcusip78440X887)	15.4K	QoQ NEW(+15.4K) YoY NEW(+15.4K)	All Managers (Combined)	$891.1K	QoQ NEW(+$891.1K) YoY NEW(+$891.1K)
(cusip464287192)✕	13.8K	QoQ +16.83% (+2.0K) YoY +31.32% (+3.3K)	All Managers (Combined)	$889.1K	QoQ +11.05% (+$88.5K) YoY +19.80% (+$147.0K)
(cusip381430206)✕	26.5K	QoQ -0.15% (-40) YoY -0.15% (-40)	All Managers (Combined)	$880.1K	QoQ +3.79% (-$32.1K) YoY +5.71% (-$47.6K)
Brookfield Corp /On/(BN.TOcusip11271J107)	16.8K	QoQ +2.73% (-446) YoY NEW(+16.8K)	All Managers (Combined)	$879.7K	QoQ -6.16% (-$57.8K) YoY NEW(+$879.7K)
Kellanova(Kcusip487836108)	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$877.7K	QoQ NEW(+$877.7K) YoY NEW(+$877.7K)
Eastern Bankshares, Inc.(EBCcusip27627N105)	53.4K	QoQ -72.81% (-143.1K) YoY NEW(+53.4K)	All Managers (Combined)	$876.1K	QoQ -74.15% (-$2.5M) YoY NEW(+$876.1K)
(cusip37954Y442)✕	41.6K	QoQ NEW(+41.6K) YoY NEW(+41.6K)	All Managers (Combined)	$874.5K	QoQ NEW(+$874.5K) YoY NEW(+$874.5K)
(cusip46428Q109)✕	28.0K	QoQ NEW(+28.0K) YoY NEW(+28.0K)	All Managers (Combined)	$864.4K	QoQ NEW(+$864.4K) YoY NEW(+$864.4K)
Target Corp(TGTcusip87612E106)	8.2K	QoQ +230.06% (+5.7K) YoY +603.24% (+7.1K)	All Managers (Combined)	$862.2K	QoQ +155.58% (+$524.9K) YoY +314.98% (+$654.5K)
(cusip78468R770)✕	7.9K	QoQ NEW(+7.9K) YoY NEW(+7.9K)	All Managers (Combined)	$860.4K	QoQ NEW(+$860.4K) YoY NEW(+$860.4K)
Lci Industries(LCIIcusip50189K103)	9.6K	QoQ +1.06% (-101) YoY NEW(+9.6K)	All Managers (Combined)	$838.0K	QoQ -14.53% (-$142.5K) YoY NEW(+$838.0K)
(cusip316092402)✕	32.7K	QoQ +113.98% (+17.4K) YoY NEW(+32.7K)	All Managers (Combined)	$834.8K	QoQ +129.05% (+$470.3K) YoY NEW(+$834.8K)
(cusip53656F623)✕	20.4K	QoQ NEW(+20.4K) YoY NEW(+20.4K)	All Managers (Combined)	$830.7K	QoQ NEW(+$830.7K) YoY NEW(+$830.7K)
(cusip46435G334)✕	22.1K	QoQ -0.09% (-22) YoY NEW(+22.1K)	All Managers (Combined)	$829.9K	QoQ +10.42% (-$78.3K) YoY NEW(+$829.9K)
Workday, Inc.(WDAYcusip98138H101)	3.5K	QoQ +85.42% (+1.6K) YoY +50.87% (+1.2K)	All Managers (Combined)	$822.9K	QoQ +67.85% (+$332.7K) YoY +29.16% (+$185.8K)
Teradyne, Inc(TERcusip880770102)	9.9K	QoQ -9.31% (-1.0K) YoY +83.08% (+4.5K)	All Managers (Combined)	$817.0K	QoQ -40.51% (-$556.3K) YoY +34.03% (+$207.5K)
(cusip14020Y102)✕	35.8K	QoQ NEW(+35.8K) YoY NEW(+35.8K)	All Managers (Combined)	$804.9K	QoQ NEW(+$804.9K) YoY NEW(+$804.9K)
(cusip81369Y886)✕	10.2K	QoQ NEW(+10.2K) YoY NEW(+10.2K)	All Managers (Combined)	$801.9K	QoQ NEW(+$801.9K) YoY NEW(+$801.9K)
Microchip Technology Inc(MCHPcusip595017104)	16.5K	QoQ +3.25% (-520) YoY NEW(+16.5K)	All Managers (Combined)	$798.0K	QoQ -12.77% (-$116.9K) YoY NEW(+$798.0K)
(cusip315912808)✕	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$797.3K	QoQ NEW(+$797.3K) YoY NEW(+$797.3K)