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

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DIAGEO PLC

DEO|25243Q205

Shares:4.3K

Value:$457.3K

M&T BANK CORP

MTB|55261F104

Shares:2.5K

Value:$456.5K

L3HARRIS TECHNOLOGIES, INC. /DE/

LHX|502431109

Shares:2.2K

Value:$454.3K

464286681

Shares:4.8K

Value:$452.3K

92206C664

VTWO|92206C664

Shares:5.6K

Value:$451.9K

Jefferies Financial Group Inc.

JEF|47233W109

Shares:8.3K

Value:$447.1K

Clearway Energy, Inc.

CWEN|18539C204

Shares:14.7K

Value:$443.8K

46137V266

Shares:11.4K

Value:$441.2K

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.3K

Value:$440.7K

33734H106

Shares:9.8K

Value:$438.1K

25434V807

Shares:11.0K

Value:$437.3K

FMC CORP

FMC|302491303

Shares:10.4K

Value:$434.8K

NRG ENERGY, INC.

NRG|629377508

Shares:4.5K

Value:$434.0K

47804J206

Shares:7.5K

Value:$429.9K

HARLEY-DAVIDSON, INC.

HOG|412822108

Shares:17.0K

Value:$429.7K

47103U845

Shares:8.5K

Value:$429.5K

HALLIBURTON CO

HAL|406216101

Shares:16.8K

Value:$426.8K

BERKSHIRE HILLS BANCORP INC

BHLB|084680107

Shares:16.2K

Value:$423.3K

Ferrari N.V.

RACE|N3167Y103

Shares:991

Value:$423.3K

Tronox Holdings plc

TROX|G9087Q102

Shares:60.1K

Value:$422.8K

Instrument	Shares		Other Manager	Value
DIAGEO PLC(DEOcusip25243Q205)	4.3K	QoQ NEW(+4.3K) YoY NEW(+4.3K)	All Managers (Combined)	$457.3K	QoQ NEW(+$457.3K) YoY NEW(+$457.3K)
M&T BANK CORP(MTBcusip55261F104)	2.5K	QoQ +43.29% (+769) YoY NEW(+2.5K)	All Managers (Combined)	$456.5K	QoQ +36.68% (+$122.5K) YoY NEW(+$456.5K)
L3HARRIS TECHNOLOGIES, INC. /DE/(LHXcusip502431109)	2.2K	QoQ +33.55% (+544) YoY +112.67% (+1.1K)	All Managers (Combined)	$454.3K	QoQ +33.19% (+$113.2K) YoY +109.24% (+$237.2K)
(cusip464286681)✕	4.8K	QoQ +0.02% (-1) YoY NEW(+4.8K)	All Managers (Combined)	$452.3K	QoQ -1.84% (-$8.5K) YoY NEW(+$452.3K)
(VTWOcusip92206C664)	5.6K	QoQ -12.90% (-830) YoY NEW(+5.6K)	All Managers (Combined)	$451.9K	QoQ -21.35% (-$122.7K) YoY NEW(+$451.9K)
Jefferies Financial Group Inc.(JEFcusip47233W109)	8.3K	QoQ +6.42% (-504) YoY NEW(+8.3K)	All Managers (Combined)	$447.1K	QoQ -27.27% (-$167.7K) YoY NEW(+$447.1K)
Clearway Energy, Inc.(CWENcusip18539C204)	14.7K	QoQ -1.36% (-203) YoY -5.78% (-900)	All Managers (Combined)	$443.8K	QoQ +14.83% (-$57.3K) YoY +23.72% (-$85.1K)
(cusip46137V266)✕	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$441.2K	QoQ NEW(+$441.2K) YoY NEW(+$441.2K)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.3K	QoQ +22.90% (+238) YoY +26.18% (+265)	All Managers (Combined)	$440.7K	QoQ +41.31% (+$128.9K) YoY +30.56% (+$103.2K)
(cusip33734H106)✕	9.8K	QoQ NEW(+9.8K) YoY NEW(+9.8K)	All Managers (Combined)	$438.1K	QoQ NEW(+$438.1K) YoY NEW(+$438.1K)
(cusip25434V807)✕	11.0K	QoQ NEW(+11.0K) YoY NEW(+11.0K)	All Managers (Combined)	$437.3K	QoQ NEW(+$437.3K) YoY NEW(+$437.3K)
FMC CORP(FMCcusip302491303)	10.4K	QoQ NEW(+10.4K) YoY NEW(+10.4K)	All Managers (Combined)	$434.8K	QoQ NEW(+$434.8K) YoY NEW(+$434.8K)
NRG ENERGY, INC.(NRGcusip629377508)	4.5K	QoQ +16.38% (+637) YoY +9.72% (+401)	All Managers (Combined)	$434.0K	QoQ +23.72% (+$83.2K) YoY +55.46% (+$154.8K)
(cusip47804J206)✕	7.5K	QoQ NEW(+7.5K) YoY NEW(+7.5K)	All Managers (Combined)	$429.9K	QoQ NEW(+$429.9K) YoY NEW(+$429.9K)
HARLEY-DAVIDSON, INC.(HOGcusip412822108)	17.0K	QoQ NEW(+17.0K) YoY NEW(+17.0K)	All Managers (Combined)	$429.7K	QoQ NEW(+$429.7K) YoY NEW(+$429.7K)
(cusip47103U845)✕	8.5K	QoQ +9.37% (+726) YoY -86.57% (-54.6K)	All Managers (Combined)	$429.5K	QoQ +9.36% (+$36.8K) YoY -86.58% (-$2.8M)
HALLIBURTON CO(HALcusip406216101)	16.8K	QoQ NEW(+16.8K) YoY +176.69% (+10.7K)	All Managers (Combined)	$426.8K	QoQ NEW(+$426.8K) YoY +78.82% (+$188.1K)
BERKSHIRE HILLS BANCORP INC(BHLBcusip084680107)	16.2K	QoQ +5.70% (-875) YoY NEW(+16.2K)	All Managers (Combined)	$423.3K	QoQ -2.99% (-$13.1K) YoY NEW(+$423.3K)
Ferrari N.V.(RACEcusipN3167Y103)	991	QoQ NEW(+991) YoY NEW(+991)	All Managers (Combined)	$423.3K	QoQ NEW(+$423.3K) YoY NEW(+$423.3K)
Tronox Holdings plc(TROXcusipG9087Q102)	60.1K	QoQ NEW(+60.1K) YoY NEW(+60.1K)	All Managers (Combined)	$422.8K	QoQ NEW(+$422.8K) YoY NEW(+$422.8K)