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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46138J791
Shares:38.2K
Value:$744.2K
% of Portfolio:0.0% ($744.2K/$8.3B)
46138J577
Shares:40.0K
Value:$740.9K
% of Portfolio:0.0% ($740.9K/$8.3B)
25434V799
Shares:26.6K
Value:$739.8K
% of Portfolio:0.0% ($739.8K/$8.3B)
CULLEN/FROST BANKERS, INC.
Shares:5.9K
Value:$737.6K
% of Portfolio:0.0% ($737.6K/$8.3B)
METTLER TOLEDO INTERNATIONAL INC/
Shares:620
Value:$737.0K
% of Portfolio:0.0% ($737.0K/$8.3B)
EQUITY LIFESTYLE PROPERTIES INC
Shares:11.0K
Value:$735.6K
% of Portfolio:0.0% ($735.6K/$8.3B)
46429B663
Shares:6.1K
Value:$734.7K
% of Portfolio:0.0% ($734.7K/$8.3B)
808524706
Shares:26.6K
Value:$734.7K
% of Portfolio:0.0% ($734.7K/$8.3B)
TRIMBLE INC.
Shares:11.2K
Value:$733.4K
% of Portfolio:0.0% ($733.4K/$8.3B)
Energy Transfer LP
Shares:39.1K
Value:$728.5K
% of Portfolio:0.0% ($728.5K/$8.3B)
DraftKings Inc.
Shares:21.5K
Value:$726.7K
% of Portfolio:0.0% ($726.7K/$8.3B)
QUANTA SERVICES, INC.
Shares:2.8K
Value:$726.7K
% of Portfolio:0.0% ($726.7K/$8.3B)
46138J825
Shares:35.1K
Value:$724.9K
% of Portfolio:0.0% ($724.9K/$8.3B)
389637109
Shares:10.8K
Value:$723.8K
% of Portfolio:0.0% ($723.8K/$8.3B)
CONMED Corp
Shares:11.9K
Value:$720.2K
% of Portfolio:0.0% ($720.2K/$8.3B)
464287754
Shares:5.5K
Value:$719.6K
% of Portfolio:0.0% ($719.6K/$8.3B)
SIMON PROPERTY GROUP INC /DE/
Shares:4.2K
Value:$706.0K
% of Portfolio:0.0% ($706.0K/$8.3B)
316092709
Shares:10.2K
Value:$699.9K
% of Portfolio:0.0% ($699.9K/$8.3B)
69344A107
Shares:14.1K
Value:$699.0K
% of Portfolio:0.0% ($699.0K/$8.3B)
SONOCO PRODUCTS CO
Shares:14.8K
Value:$698.7K
% of Portfolio:0.0% ($698.7K/$8.3B)