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:
Search and click to pin securities to the top
Page 4 of 54
808524201
Shares:1.4M
Value:$30.1M
% of Portfolio:0.4% ($30.1M/$8.3B)
MARTIN MARIETTA MATERIALS INC
Shares:62.8K
Value:$30.1M
% of Portfolio:0.4% ($30.1M/$8.3B)
JOHNSON & JOHNSON
Shares:178.7K
Value:$29.6M
% of Portfolio:0.4% ($29.6M/$8.3B)
Ollie's Bargain Outlet Holdings, Inc.
Shares:253.1K
Value:$29.5M
% of Portfolio:0.4% ($29.5M/$8.3B)
92204A504
Shares:110.9K
Value:$29.4M
% of Portfolio:0.4% ($29.4M/$8.3B)
VERIZON COMMUNICATIONS INC
Shares:642.2K
Value:$29.0M
% of Portfolio:0.3% ($29.0M/$8.3B)
577130578
Shares:1.1M
Value:$29.0M
% of Portfolio:0.3% ($29.0M/$8.3B)
25861R402
Shares:584.5K
Value:$28.7M
% of Portfolio:0.3% ($28.7M/$8.3B)
Parker-Hannifin Corp
Shares:46.4K
Value:$28.2M
% of Portfolio:0.3% ($28.2M/$8.3B)
ALLSTATE CORP
Shares:133.3K
Value:$27.6M
% of Portfolio:0.3% ($27.6M/$8.3B)
ECOLAB INC.
Shares:107.6K
Value:$27.3M
% of Portfolio:0.3% ($27.3M/$8.3B)
CHEVRON CORP
Shares:161.0K
Value:$26.9M
% of Portfolio:0.3% ($26.9M/$8.3B)
Merck & Co., Inc.
Shares:294.5K
Value:$26.5M
% of Portfolio:0.3% ($26.5M/$8.3B)
464287614
Shares:73.4K
Value:$26.5M
% of Portfolio:0.3% ($26.5M/$8.3B)
CISCO SYSTEMS, INC.
Shares:429.2K
Value:$26.5M
% of Portfolio:0.3% ($26.5M/$8.3B)
92206C714
Shares:319.4K
Value:$26.4M
% of Portfolio:0.3% ($26.4M/$8.3B)
46434G822
Shares:384.5K
Value:$26.4M
% of Portfolio:0.3% ($26.4M/$8.3B)
O REILLY AUTOMOTIVE INC
Shares:18.3K
Value:$26.2M
% of Portfolio:0.3% ($26.2M/$8.3B)
MCDONALDS CORP
Shares:83.8K
Value:$26.1M
% of Portfolio:0.3% ($26.1M/$8.3B)
PROCTER & GAMBLE Co
Shares:150.2K
Value:$25.5M
% of Portfolio:0.3% ($25.5M/$8.3B)