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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DIAGEO PLC
Shares:4.3K
Value:$457.3K
% of Portfolio:0.0% ($457.3K/$8.3B)
M&T BANK CORP
Shares:2.5K
Value:$456.5K
% of Portfolio:0.0% ($456.5K/$8.3B)
L3HARRIS TECHNOLOGIES, INC. /DE/
Shares:2.2K
Value:$454.3K
% of Portfolio:0.0% ($454.3K/$8.3B)
464286681
Shares:4.8K
Value:$452.3K
% of Portfolio:0.0% ($452.3K/$8.3B)
92206C664
Shares:5.6K
Value:$451.9K
% of Portfolio:0.0% ($451.9K/$8.3B)
Jefferies Financial Group Inc.
Shares:8.3K
Value:$447.1K
% of Portfolio:0.0% ($447.1K/$8.3B)
Clearway Energy, Inc.
Shares:14.7K
Value:$443.8K
% of Portfolio:0.0% ($443.8K/$8.3B)
46137V266
Shares:11.4K
Value:$441.2K
% of Portfolio:0.0% ($441.2K/$8.3B)
HCA Healthcare, Inc.
Shares:1.3K
Value:$440.7K
% of Portfolio:0.0% ($440.7K/$8.3B)
33734H106
Shares:9.8K
Value:$438.1K
% of Portfolio:0.0% ($438.1K/$8.3B)
25434V807
Shares:11.0K
Value:$437.3K
% of Portfolio:0.0% ($437.3K/$8.3B)
FMC CORP
Shares:10.4K
Value:$434.8K
% of Portfolio:0.0% ($434.8K/$8.3B)
NRG ENERGY, INC.
Shares:4.5K
Value:$434.0K
% of Portfolio:0.0% ($434.0K/$8.3B)
47804J206
Shares:7.5K
Value:$429.9K
% of Portfolio:0.0% ($429.9K/$8.3B)
HARLEY-DAVIDSON, INC.
Shares:17.0K
Value:$429.7K
% of Portfolio:0.0% ($429.7K/$8.3B)
47103U845
Shares:8.5K
Value:$429.5K
% of Portfolio:0.0% ($429.5K/$8.3B)
HALLIBURTON CO
Shares:16.8K
Value:$426.8K
% of Portfolio:0.0% ($426.8K/$8.3B)
BERKSHIRE HILLS BANCORP INC
Shares:16.2K
Value:$423.3K
% of Portfolio:0.0% ($423.3K/$8.3B)
Ferrari N.V.
Shares:991
Value:$423.3K
% of Portfolio:0.0% ($423.3K/$8.3B)
Tronox Holdings plc
Shares:60.1K
Value:$422.8K
% of Portfolio:0.0% ($422.8K/$8.3B)