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 • $8,341,187.219K total value

1,064 positions

Manager:

SEC FilingSEC DataHachi Filing

Search and click to pin securities to the top

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MERCADOLIBRE INC

MELI|58733R102

Shares:249

Value:$488.6K

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:959

Value:$488.4K

Relay Therapeutics, Inc.

RLAY|75943R102

Shares:186.1K

Value:$487.5K

25434V765

Shares:18.0K

Value:$486.1K

78464A698

Shares:8.4K

Value:$485.7K

808524102

SCHB|808524102

Shares:22.5K

Value:$484.6K

SEMPRA

SRE|816851109

Shares:6.7K

Value:$480.0K

Cheniere Energy, Inc.

LNG|16411R208

Shares:2.1K

Value:$478.7K

746729300

Shares:12.5K

Value:$476.2K

46435G532

Shares:6.5K

Value:$472.3K

RELX PLC

RELX|759530108

Shares:9.3K

Value:$469.7K

92189K105

Shares:20.0K

Value:$466.9K

LABCORP HOLDINGS INC.

LH|504922105

Shares:2.0K

Value:$466.8K

808524698

Shares:20.8K

Value:$466.2K

33738R605

Shares:8.4K

Value:$462.7K

47804J107

Shares:6.9K

Value:$462.3K

GLOBE LIFE INC.

GL|37959E102

Shares:3.5K

Value:$461.1K

CRH PUBLIC LTD CO

CRH|G25508105

Shares:5.2K

Value:$460.2K

Edwards Lifesciences Corp

EW|28176E108

Shares:6.4K

Value:$459.4K

Veralto Corp

VLTO|92338C103

Shares:4.7K

Value:$459.2K

Instrument	Shares		Other Manager	Value
MERCADOLIBRE INC(MELIcusip58733R102)	249	QoQ NEW(+249) YoY +5.95% (+14)	All Managers (Combined)	$488.6K	QoQ NEW(+$488.6K) YoY +37.50% (+$133.2K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	959	QoQ -13.91% (-155) YoY NEW(+959)	All Managers (Combined)	$488.4K	QoQ -6.61% (-$34.6K) YoY NEW(+$488.4K)
Relay Therapeutics, Inc.(RLAYcusip75943R102)	186.1K	QoQ NEW(+186.1K) YoY NEW(+186.1K)	All Managers (Combined)	$487.5K	QoQ NEW(+$487.5K) YoY NEW(+$487.5K)
(cusip25434V765)✕	18.0K	QoQ NEW(+18.0K) YoY NEW(+18.0K)	All Managers (Combined)	$486.1K	QoQ NEW(+$486.1K) YoY NEW(+$486.1K)
(cusip78464A698)✕	8.4K	QoQ NEW(+8.4K) YoY NEW(+8.4K)	All Managers (Combined)	$485.7K	QoQ NEW(+$485.7K) YoY NEW(+$485.7K)
(SCHBcusip808524102)	22.5K	QoQ -6.53% (-1.6K) YoY NEW(+22.5K)	All Managers (Combined)	$484.6K	QoQ -11.19% (-$61.1K) YoY NEW(+$484.6K)
SEMPRA(SREcusip816851109)	6.7K	QoQ +35.43% (+1.8K) YoY -36.00% (-3.8K)	All Managers (Combined)	$480.0K	QoQ +9.89% (+$43.2K) YoY -36.57% (-$276.8K)
Cheniere Energy, Inc.(LNGcusip16411R208)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$478.7K	QoQ NEW(+$478.7K) YoY NEW(+$478.7K)
(cusip746729300)✕	12.5K	QoQ NEW(+12.5K) YoY NEW(+12.5K)	All Managers (Combined)	$476.2K	QoQ NEW(+$476.2K) YoY NEW(+$476.2K)
(cusip46435G532)✕	6.5K	QoQ +22.86% (+1.2K) YoY -23.98% (-2.1K)	All Managers (Combined)	$472.3K	QoQ +24.28% (+$92.3K) YoY -30.09% (-$203.3K)
RELX PLC(RELXcusip759530108)	9.3K	QoQ -3.25% (-313) YoY NEW(+9.3K)	All Managers (Combined)	$469.7K	QoQ +7.37% (-$32.3K) YoY NEW(+$469.7K)
(cusip92189K105)✕	20.0K	QoQ +62.61% (-7.7K) YoY NEW(+20.0K)	All Managers (Combined)	$466.9K	QoQ -64.14% (-$835.2K) YoY NEW(+$466.9K)
LABCORP HOLDINGS INC.(LHcusip504922105)	2.0K	QoQ +63.85% (+779) YoY NEW(+2.0K)	All Managers (Combined)	$466.8K	QoQ +66.84% (+$187.0K) YoY NEW(+$466.8K)
(cusip808524698)✕	20.8K	QoQ NEW(+20.8K) YoY NEW(+20.8K)	All Managers (Combined)	$466.2K	QoQ NEW(+$466.2K) YoY NEW(+$466.2K)
(cusip33738R605)✕	8.4K	QoQ +2.42% (-200) YoY NEW(+8.4K)	All Managers (Combined)	$462.7K	QoQ -4.85% (-$23.6K) YoY NEW(+$462.7K)
(cusip47804J107)✕	6.9K	QoQ NEW(+6.9K) YoY NEW(+6.9K)	All Managers (Combined)	$462.3K	QoQ NEW(+$462.3K) YoY NEW(+$462.3K)
GLOBE LIFE INC.(GLcusip37959E102)	3.5K	QoQ -0.37% (-13) YoY NEW(+3.5K)	All Managers (Combined)	$461.1K	QoQ +17.67% (-$69.3K) YoY NEW(+$461.1K)
CRH PUBLIC LTD CO(CRHcusipG25508105)	5.2K	QoQ +14.69% (+670) YoY +70.97% (+2.2K)	All Managers (Combined)	$460.2K	QoQ +9.04% (+$38.2K) YoY +74.33% (+$196.2K)
Edwards Lifesciences Corp(EWcusip28176E108)	6.4K	QoQ NEW(+6.4K) YoY -10.24% (-726)	All Managers (Combined)	$459.4K	QoQ NEW(+$459.4K) YoY -32.14% (-$217.7K)
Veralto Corp(VLTOcusip92338C103)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$459.2K	QoQ NEW(+$459.2K) YoY NEW(+$459.2K)