Congress-Wealth-Management-Llc--De-

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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: congress-wealth-management-llc--de-
Manager Name: Congress-Wealth-Management-Llc--De-

Data Enrichment

72% identified

762 identified302 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,064 positions • $8.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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DTE ENERGY CO

DTE|233331107

Shares:5.0K

Value:$697.8K

% of Portfolio:0.0% ($697.8K/$8.3B)

46137V472

Shares:7.6K

Value:$695.0K

% of Portfolio:0.0% ($695.0K/$8.3B)

46432F396

MTUM|46432F396

Shares:3.4K

Value:$694.3K

% of Portfolio:0.0% ($694.3K/$8.3B)

78463X871

Shares:21.6K

Value:$691.6K

% of Portfolio:0.0% ($691.6K/$8.3B)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:6.3K

Value:$686.0K

% of Portfolio:0.0% ($686.0K/$8.3B)

CLOROX CO /DE/

CLX|189054109

Shares:4.7K

Value:$682.9K

% of Portfolio:0.0% ($682.9K/$8.3B)

CORPAY, INC.

CPAY|219948106

Shares:1.9K

Value:$682.4K

% of Portfolio:0.0% ($682.4K/$8.3B)

MINERALS TECHNOLOGIES INC

MTX|603158106

Shares:10.7K

Value:$681.2K

% of Portfolio:0.0% ($681.2K/$8.3B)

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:19.9K

Value:$680.1K

% of Portfolio:0.0% ($680.1K/$8.3B)

Spotify Technology S.A.

SPOT|L8681T102

Shares:1.2K

Value:$676.0K

% of Portfolio:0.0% ($676.0K/$8.3B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:2.6K

Value:$672.9K

% of Portfolio:0.0% ($672.9K/$8.3B)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

Shares:16.2K

Value:$672.9K

% of Portfolio:0.0% ($672.9K/$8.3B)

MODINE MANUFACTURING CO

MOD|607828100

Shares:8.7K

Value:$666.6K

% of Portfolio:0.0% ($666.6K/$8.3B)

46435U713

Shares:14.7K

Value:$663.7K

% of Portfolio:0.0% ($663.7K/$8.3B)

46436E767

Shares:14.1K

Value:$660.2K

% of Portfolio:0.0% ($660.2K/$8.3B)

464287846

Shares:4.8K

Value:$660.1K

% of Portfolio:0.0% ($660.1K/$8.3B)

46137V241

Shares:9.9K

Value:$657.9K

% of Portfolio:0.0% ($657.9K/$8.3B)

Anheuser-Busch InBev SA/NV

BUD|03524A108

Shares:10.6K

Value:$654.9K

% of Portfolio:0.0% ($654.9K/$8.3B)

Revolution Medicines, Inc.

RVMD|76155X100

Shares:18.5K

Value:$654.3K

% of Portfolio:0.0% ($654.3K/$8.3B)

78464A888

Shares:6.7K

Value:$653.8K

% of Portfolio:0.0% ($653.8K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
DTE ENERGY CO(DTEcusip233331107)	5.0K	QoQ +11.35% (+515) YoY NEW(+5.0K)	All Managers (Combined)	$697.8K	0.0% ($697.8K/$8.3B)	QoQ +27.43% (+$150.2K) YoY NEW(+$697.8K)
(cusip46137V472)✕	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$695.0K	0.0% ($695.0K/$8.3B)	QoQ NEW(+$695.0K) YoY NEW(+$695.0K)
(MTUMcusip46432F396)	3.4K	QoQ NEW(+3.4K) YoY NEW(+3.4K)	All Managers (Combined)	$694.3K	0.0% ($694.3K/$8.3B)	QoQ NEW(+$694.3K) YoY NEW(+$694.3K)
(cusip78463X871)✕	21.6K	QoQ +5.19% (+1.1K) YoY NEW(+21.6K)	All Managers (Combined)	$691.6K	0.0% ($691.6K/$8.3B)	QoQ +8.53% (+$54.4K) YoY NEW(+$691.6K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	6.3K	QoQ -36.62% (-3.7K) YoY +60.87% (+2.4K)	All Managers (Combined)	$686.0K	0.0% ($686.0K/$8.3B)	QoQ -26.89% (-$252.4K) YoY +112.49% (+$363.1K)
CLOROX CO /DE/(CLXcusip189054109)	4.7K	QoQ +57.58% (+1.7K) YoY NEW(+4.7K)	All Managers (Combined)	$682.9K	0.0% ($682.9K/$8.3B)	QoQ +42.43% (+$203.4K) YoY NEW(+$682.9K)
CORPAY, INC.(CPAYcusip219948106)	1.9K	QoQ +61.98% (+745) YoY NEW(+1.9K)	All Managers (Combined)	$682.4K	0.0% ($682.4K/$8.3B)	QoQ +67.75% (+$275.6K) YoY NEW(+$682.4K)
MINERALS TECHNOLOGIES INC(MTXcusip603158106)	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$681.2K	0.0% ($681.2K/$8.3B)	QoQ NEW(+$681.2K) YoY NEW(+$681.2K)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	19.9K	QoQ +19.34% (+3.2K) YoY NEW(+19.9K)	All Managers (Combined)	$680.1K	0.0% ($680.1K/$8.3B)	QoQ +39.95% (+$194.2K) YoY NEW(+$680.1K)
Spotify Technology S.A.(SPOTcusipL8681T102)	1.2K	QoQ +23.89% (+237) YoY NEW(+1.2K)	All Managers (Combined)	$676.0K	0.0% ($676.0K/$8.3B)	QoQ +52.31% (+$232.2K) YoY NEW(+$676.0K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	2.6K	QoQ -46.05% (-2.3K) YoY +19.86% (-437)	All Managers (Combined)	$672.9K	0.0% ($672.9K/$8.3B)	QoQ -54.18% (-$795.8K) YoY -1.74% (-$12.0K)
CITIZENS FINANCIAL GROUP INC/RI(CFGcusip174610105)	16.2K	QoQ NEW(+16.2K) YoY NEW(+16.2K)	All Managers (Combined)	$672.9K	0.0% ($672.9K/$8.3B)	QoQ NEW(+$672.9K) YoY NEW(+$672.9K)
MODINE MANUFACTURING CO(MODcusip607828100)	8.7K	QoQ -5.99% (-554) YoY NEW(+8.7K)	All Managers (Combined)	$666.6K	0.0% ($666.6K/$8.3B)	QoQ -37.76% (-$404.5K) YoY NEW(+$666.6K)
(cusip46435U713)✕	14.7K	QoQ +29.85% (+3.4K) YoY +23.43% (+2.8K)	All Managers (Combined)	$663.7K	0.0% ($663.7K/$8.3B)	QoQ +26.42% (+$138.7K) YoY +28.30% (+$146.4K)
(cusip46436E767)✕	14.1K	QoQ +9.44% (+1.2K) YoY -22.70% (-4.2K)	All Managers (Combined)	$660.2K	0.0% ($660.2K/$8.3B)	QoQ +2.73% (+$17.6K) YoY -20.10% (-$166.1K)
(cusip464287846)✕	4.8K	QoQ -15.36% (-880) YoY NEW(+4.8K)	All Managers (Combined)	$660.1K	0.0% ($660.1K/$8.3B)	QoQ -19.48% (-$159.7K) YoY NEW(+$660.1K)
(cusip46137V241)✕	9.9K	QoQ NEW(+9.9K) YoY NEW(+9.9K)	All Managers (Combined)	$657.9K	0.0% ($657.9K/$8.3B)	QoQ NEW(+$657.9K) YoY NEW(+$657.9K)
Anheuser-Busch InBev SA/NV(BUDcusip03524A108)	10.6K	QoQ +101.57% (+5.4K) YoY NEW(+10.6K)	All Managers (Combined)	$654.9K	0.0% ($654.9K/$8.3B)	QoQ +147.80% (+$390.6K) YoY NEW(+$654.9K)
Revolution Medicines, Inc.(RVMDcusip76155X100)	18.5K	QoQ NEW(+18.5K) YoY NEW(+18.5K)	All Managers (Combined)	$654.3K	0.0% ($654.3K/$8.3B)	QoQ NEW(+$654.3K) YoY NEW(+$654.3K)
(cusip78464A888)✕	6.7K	QoQ NEW(+6.7K) YoY NEW(+6.7K)	All Managers (Combined)	$653.8K	0.0% ($653.8K/$8.3B)	QoQ NEW(+$653.8K) YoY NEW(+$653.8K)