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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949746804

Shares:469

Value:$563.2K

% of Portfolio:0.0% ($563.2K/$8.3B)

Gaming & Leisure Properties, Inc.

GLPI|36467J108

Shares:11.0K

Value:$560.4K

% of Portfolio:0.0% ($560.4K/$8.3B)

25434V104

Shares:14.6K

Value:$559.6K

% of Portfolio:0.0% ($559.6K/$8.3B)

KB Financial Group Inc.

KB|48241A105

Shares:10.3K

Value:$557.9K

% of Portfolio:0.0% ($557.9K/$8.3B)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:14.4K

Value:$553.2K

% of Portfolio:0.0% ($553.2K/$8.3B)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:8.5K

Value:$553.1K

% of Portfolio:0.0% ($553.1K/$8.3B)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:2.3K

Value:$552.1K

% of Portfolio:0.0% ($552.1K/$8.3B)

Lineage, Inc.

LINE|53566V106

Shares:9.4K

Value:$551.7K

% of Portfolio:0.0% ($551.7K/$8.3B)

KKR & Co. Inc.

KKR|48251W104

Shares:4.7K

Value:$548.5K

% of Portfolio:0.0% ($548.5K/$8.3B)

Trip.com Group Ltd

TCOM|89677Q107

Shares:8.6K

Value:$548.1K

% of Portfolio:0.0% ($548.1K/$8.3B)

Jackson Financial Inc.

JXN|46817M107

Shares:6.5K

Value:$546.7K

% of Portfolio:0.0% ($546.7K/$8.3B)

STAG Industrial, Inc.

STAG|85254J102

Shares:15.1K

Value:$546.7K

% of Portfolio:0.0% ($546.7K/$8.3B)

EQUIFAX INC

EFX|294429105

Shares:2.2K

Value:$545.2K

% of Portfolio:0.0% ($545.2K/$8.3B)

46435G441

Shares:11.8K

Value:$544.7K

% of Portfolio:0.0% ($544.7K/$8.3B)

DEUTSCHE BANK AKTIENGESELLSCHAFT

DB|D18190898

Shares:22.6K

Value:$542.3K

% of Portfolio:0.0% ($542.3K/$8.3B)

92647N535

Shares:10.7K

Value:$540.9K

% of Portfolio:0.0% ($540.9K/$8.3B)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:8.5K

Value:$540.2K

% of Portfolio:0.0% ($540.2K/$8.3B)

78464A847

Shares:10.5K

Value:$538.9K

% of Portfolio:0.0% ($538.9K/$8.3B)

EQT Corp

EQT|26884L109

Shares:10.0K

Value:$538.8K

% of Portfolio:0.0% ($538.8K/$8.3B)

ALAMOS GOLD INC

AGI.TO|011532108

Shares:20.6K

Value:$538.6K

% of Portfolio:0.0% ($538.6K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip949746804)✕	469	QoQ NEW(+469) YoY NEW(+469)	All Managers (Combined)	$563.2K	0.0% ($563.2K/$8.3B)	QoQ NEW(+$563.2K) YoY NEW(+$563.2K)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	11.0K	QoQ NEW(+11.0K) YoY NEW(+11.0K)	All Managers (Combined)	$560.4K	0.0% ($560.4K/$8.3B)	QoQ NEW(+$560.4K) YoY NEW(+$560.4K)
(cusip25434V104)✕	14.6K	QoQ -46.91% (-12.9K) YoY -43.04% (-11.0K)	All Managers (Combined)	$559.6K	0.0% ($559.6K/$8.3B)	QoQ -49.60% (-$550.8K) YoY -40.08% (-$374.3K)
KB Financial Group Inc.(KBcusip48241A105)	10.3K	QoQ -15.66% (-1.9K) YoY +116.91% (+5.6K)	All Managers (Combined)	$557.9K	0.0% ($557.9K/$8.3B)	QoQ -19.79% (-$137.7K) YoY +125.43% (+$310.4K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	14.4K	QoQ +38.35% (+4.0K) YoY -95.35% (-295.2K)	All Managers (Combined)	$553.2K	0.0% ($553.2K/$8.3B)	QoQ +39.77% (+$157.4K) YoY -96.19% (-$14.0M)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	8.5K	QoQ NEW(+8.5K) YoY +113.88% (+4.6K)	All Managers (Combined)	$553.1K	0.0% ($553.1K/$8.3B)	QoQ NEW(+$553.1K) YoY +27.77% (+$120.2K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$552.1K	0.0% ($552.1K/$8.3B)	QoQ NEW(+$552.1K) YoY NEW(+$552.1K)
Lineage, Inc.(LINEcusip53566V106)	9.4K	QoQ NEW(+9.4K) YoY NEW(+9.4K)	All Managers (Combined)	$551.7K	0.0% ($551.7K/$8.3B)	QoQ NEW(+$551.7K) YoY NEW(+$551.7K)
KKR & Co. Inc.(KKRcusip48251W104)	4.7K	QoQ +92.40% (+2.3K) YoY NEW(+4.7K)	All Managers (Combined)	$548.5K	0.0% ($548.5K/$8.3B)	QoQ +52.19% (+$188.1K) YoY NEW(+$548.5K)
Trip.com Group Ltd(TCOMcusip89677Q107)	8.6K	QoQ +72.29% (+3.6K) YoY +53.49% (+3.0K)	All Managers (Combined)	$548.1K	0.0% ($548.1K/$8.3B)	QoQ +59.54% (+$204.6K) YoY +122.34% (+$301.6K)
Jackson Financial Inc.(JXNcusip46817M107)	6.5K	QoQ NEW(+6.5K) YoY NEW(+6.5K)	All Managers (Combined)	$546.7K	0.0% ($546.7K/$8.3B)	QoQ NEW(+$546.7K) YoY NEW(+$546.7K)
STAG Industrial, Inc.(STAGcusip85254J102)	15.1K	QoQ +63.79% (+5.9K) YoY NEW(+15.1K)	All Managers (Combined)	$546.7K	0.0% ($546.7K/$8.3B)	QoQ +74.93% (+$234.2K) YoY NEW(+$546.7K)
EQUIFAX INC(EFXcusip294429105)	2.2K	QoQ +11.90% (+238) YoY NEW(+2.2K)	All Managers (Combined)	$545.2K	0.0% ($545.2K/$8.3B)	QoQ +6.96% (+$35.5K) YoY NEW(+$545.2K)
(cusip46435G441)✕	11.8K	QoQ +12.06% (+1.3K) YoY -2.64% (-320)	All Managers (Combined)	$544.7K	0.0% ($544.7K/$8.3B)	QoQ +12.33% (+$59.8K) YoY -1.32% (-$7.3K)
DEUTSCHE BANK AKTIENGESELLSCHAFT(DBcusipD18190898)	22.6K	QoQ +76.12% (+9.8K) YoY NEW(+22.6K)	All Managers (Combined)	$542.3K	0.0% ($542.3K/$8.3B)	QoQ +147.63% (+$323.3K) YoY NEW(+$542.3K)
(cusip92647N535)✕	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$540.9K	0.0% ($540.9K/$8.3B)	QoQ NEW(+$540.9K) YoY NEW(+$540.9K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	8.5K	QoQ +35.28% (+2.2K) YoY +92.97% (+4.1K)	All Managers (Combined)	$540.2K	0.0% ($540.2K/$8.3B)	QoQ +26.04% (+$111.6K) YoY +111.15% (+$284.4K)
(cusip78464A847)✕	10.5K	QoQ -0.52% (-56) YoY NEW(+10.5K)	All Managers (Combined)	$538.9K	0.0% ($538.9K/$8.3B)	QoQ -6.91% (-$40.0K) YoY NEW(+$538.9K)
EQT Corp(EQTcusip26884L109)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$538.8K	0.0% ($538.8K/$8.3B)	QoQ NEW(+$538.8K) YoY NEW(+$538.8K)
ALAMOS GOLD INC(AGI.TOcusip011532108)	20.6K	QoQ NEW(+20.6K) YoY NEW(+20.6K)	All Managers (Combined)	$538.6K	0.0% ($538.6K/$8.3B)	QoQ NEW(+$538.6K) YoY NEW(+$538.6K)