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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464287606
Shares:7.2K
Value:$601.5K
% of Portfolio:0.0% ($601.5K/$8.3B)
FIRST INDUSTRIAL REALTY TRUST INC
Shares:11.1K
Value:$599.7K
% of Portfolio:0.0% ($599.7K/$8.3B)
46436E619
Shares:13.8K
Value:$596.6K
% of Portfolio:0.0% ($596.6K/$8.3B)
Hamilton Lane INC
Shares:4.0K
Value:$593.3K
% of Portfolio:0.0% ($593.3K/$8.3B)
464287879
Shares:6.1K
Value:$592.5K
% of Portfolio:0.0% ($592.5K/$8.3B)
VALLEY NATIONAL BANCORP
Shares:65.6K
Value:$591.7K
% of Portfolio:0.0% ($591.7K/$8.3B)
Performance Food Group Co
Shares:7.5K
Value:$589.9K
% of Portfolio:0.0% ($589.9K/$8.3B)
UNILEVER PLC
Shares:9.9K
Value:$589.8K
% of Portfolio:0.0% ($589.8K/$8.3B)
464287291
Shares:7.8K
Value:$589.4K
% of Portfolio:0.0% ($589.4K/$8.3B)
Everus Construction Group, Inc.
Shares:15.8K
Value:$588.5K
% of Portfolio:0.0% ($588.5K/$8.3B)
25434V500
Shares:9.8K
Value:$585.5K
% of Portfolio:0.0% ($585.5K/$8.3B)
464287564
Shares:9.5K
Value:$583.3K
% of Portfolio:0.0% ($583.3K/$8.3B)
OCCIDENTAL PETROLEUM CORP /DE/
Shares:11.8K
Value:$574.6K
% of Portfolio:0.0% ($574.6K/$8.3B)
LyondellBasell Industries N.V.
Shares:8.1K
Value:$572.4K
% of Portfolio:0.0% ($572.4K/$8.3B)
PLIANT THERAPEUTICS, INC.
Shares:422.3K
Value:$570.1K
% of Portfolio:0.0% ($570.1K/$8.3B)
14020Y201
Shares:21.1K
Value:$565.8K
% of Portfolio:0.0% ($565.8K/$8.3B)
W. P. Carey Inc.
Shares:8.9K
Value:$564.5K
% of Portfolio:0.0% ($564.5K/$8.3B)
OSHKOSH CORP
Shares:6.0K
Value:$564.3K
% of Portfolio:0.0% ($564.3K/$8.3B)
33734X846
Shares:8.9K
Value:$563.7K
% of Portfolio:0.0% ($563.7K/$8.3B)
WESTERN DIGITAL CORP
Shares:13.9K
Value:$563.2K
% of Portfolio:0.0% ($563.2K/$8.3B)