Congress Wealth Management LLC / De /

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

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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Page 36 of 54

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46138J791

Shares:38.2K

Value:$744.2K

46138J577

Shares:40.0K

Value:$740.9K

25434V799

Shares:26.6K

Value:$739.8K

CULLEN/FROST BANKERS, INC.

CFR|229899109

Shares:5.9K

Value:$737.6K

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:620

Value:$737.0K

EQUITY LIFESTYLE PROPERTIES INC

ELS|29472R108

Shares:11.0K

Value:$735.6K

46429B663

Shares:6.1K

Value:$734.7K

808524706

Shares:26.6K

Value:$734.7K

TRIMBLE INC.

TRMB|896239100

Shares:11.2K

Value:$733.4K

Energy Transfer LP

ET|29273V100

Shares:39.1K

Value:$728.5K

DraftKings Inc.

DKNG|26142V105

Shares:21.5K

Value:$726.7K

QUANTA SERVICES, INC.

PWR|74762E102

Shares:2.8K

Value:$726.7K

46138J825

Shares:35.1K

Value:$724.9K

389637109

Shares:10.8K

Value:$723.8K

CONMED Corp

CNMD|207410101

Shares:11.9K

Value:$720.2K

464287754

Shares:5.5K

Value:$719.6K

SIMON PROPERTY GROUP INC /DE/

SPG|828806109

Shares:4.2K

Value:$706.0K

316092709

Shares:10.2K

Value:$699.9K

69344A107

Shares:14.1K

Value:$699.0K

SONOCO PRODUCTS CO

SON|835495102

Shares:14.8K

Value:$698.7K

Instrument	Shares		Other Manager	Value
(cusip46138J791)✕	38.2K	QoQ NEW(+38.2K) YoY NEW(+38.2K)	All Managers (Combined)	$744.2K	QoQ NEW(+$744.2K) YoY NEW(+$744.2K)
(cusip46138J577)✕	40.0K	QoQ NEW(+40.0K) YoY NEW(+40.0K)	All Managers (Combined)	$740.9K	QoQ NEW(+$740.9K) YoY NEW(+$740.9K)
(cusip25434V799)✕	26.6K	QoQ NEW(+26.6K) YoY NEW(+26.6K)	All Managers (Combined)	$739.8K	QoQ NEW(+$739.8K) YoY NEW(+$739.8K)
Cullen/Frost Bankers, Inc.(CFRcusip229899109)	5.9K	QoQ -3.15% (-192) YoY NEW(+5.9K)	All Managers (Combined)	$737.6K	QoQ -9.69% (-$79.2K) YoY NEW(+$737.6K)
Mettler Toledo International Inc/(MTDcusip592688105)	620	QoQ +250.28% (+443) YoY -94.08% (-9.9K)	All Managers (Combined)	$737.0K	QoQ +238.34% (+$519.2K) YoY -94.72% (-$13.2M)
Equity Lifestyle Properties Inc(ELScusip29472R108)	11.0K	QoQ -0.93% (-104) YoY NEW(+11.0K)	All Managers (Combined)	$735.6K	QoQ -0.75% (-$5.6K) YoY NEW(+$735.6K)
(cusip46429B663)✕	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$734.7K	QoQ NEW(+$734.7K) YoY NEW(+$734.7K)
(cusip808524706)✕	26.6K	QoQ +24.74% (+5.3K) YoY +24.35% (+5.2K)	All Managers (Combined)	$734.7K	QoQ +29.53% (+$167.5K) YoY +36.18% (+$195.2K)
Trimble Inc.(TRMBcusip896239100)	11.2K	QoQ +1.88% (-207) YoY +0.88% (+98)	All Managers (Combined)	$733.4K	QoQ -5.33% (-$41.3K) YoY +2.90% (+$20.7K)
Energy Transfer Lp(ETcusip29273V100)	39.1K	QoQ NEW(+39.1K) YoY -44.96% (-31.9K)	All Managers (Combined)	$728.5K	QoQ NEW(+$728.5K) YoY -34.76% (-$388.2K)
Draftkings Inc.(DKNGcusip26142V105)	21.5K	QoQ +47.10% (+6.9K) YoY -41.58% (-15.3K)	All Managers (Combined)	$726.7K	QoQ +33.52% (+$182.5K) YoY -56.56% (-$946.4K)
Quanta Services, Inc.(PWRcusip74762E102)	2.8K	QoQ +29.47% (+644) YoY NEW(+2.8K)	All Managers (Combined)	$726.7K	QoQ +5.19% (+$35.9K) YoY NEW(+$726.7K)
(cusip46138J825)✕	35.1K	QoQ NEW(+35.1K) YoY NEW(+35.1K)	All Managers (Combined)	$724.9K	QoQ NEW(+$724.9K) YoY NEW(+$724.9K)
(cusip389637109)✕	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$723.8K	QoQ NEW(+$723.8K) YoY NEW(+$723.8K)
Conmed Corp(CNMDcusip207410101)	11.9K	QoQ +36.45% (+3.2K) YoY NEW(+11.9K)	All Managers (Combined)	$720.2K	QoQ +20.40% (+$122.0K) YoY NEW(+$720.2K)
(cusip464287754)✕	5.5K	QoQ +1.95% (-106) YoY -41.33% (-3.9K)	All Managers (Combined)	$719.6K	QoQ -0.59% (-$4.3K) YoY -39.24% (-$464.9K)
Simon Property Group Inc /De/(SPGcusip828806109)	4.2K	QoQ +79.88% (+1.9K) YoY +16.66% (+607)	All Managers (Combined)	$706.0K	QoQ +73.47% (+$299.0K) YoY +23.86% (+$136.0K)
(cusip316092709)✕	10.2K	QoQ +1.47% (-149) YoY NEW(+10.2K)	All Managers (Combined)	$699.9K	QoQ -1.15% (-$8.2K) YoY NEW(+$699.9K)
(cusip69344A107)✕	14.1K	QoQ NEW(+14.1K) YoY NEW(+14.1K)	All Managers (Combined)	$699.0K	QoQ NEW(+$699.0K) YoY NEW(+$699.0K)
Sonoco Products Co(SONcusip835495102)	14.8K	QoQ +1.53% (-224) YoY +9.32% (-1.3K)	All Managers (Combined)	$698.7K	QoQ -1.81% (-$12.9K) YoY -10.72% (-$83.9K)