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

Page 45 of 54

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Y10230103

Shares:34.8K

Value:$391.0K

% of Portfolio:0.0% ($391.0K/$8.3B)

921946810

VIGI|921946810

Shares:4.7K

Value:$390.7K

% of Portfolio:0.0% ($390.7K/$8.3B)

EBAY INC

EBAY|278642103

Shares:5.7K

Value:$387.0K

% of Portfolio:0.0% ($387.0K/$8.3B)

46138E339

Shares:4.2K

Value:$386.5K

% of Portfolio:0.0% ($386.5K/$8.3B)

Madison Square Garden Entertainment Corp.

MSGE|55826T102

Shares:11.7K

Value:$383.6K

% of Portfolio:0.0% ($383.6K/$8.3B)

92204A108

Shares:1.2K

Value:$380.1K

% of Portfolio:0.0% ($380.1K/$8.3B)

MidCap Financial Investment Corp

MFIC|03761U502

Shares:29.5K

Value:$379.9K

% of Portfolio:0.0% ($379.9K/$8.3B)

315948109

Shares:5.2K

Value:$378.8K

% of Portfolio:0.0% ($378.8K/$8.3B)

abrdn Precious Metals Basket ETF Trust

GLTR|003263100

Shares:2.9K

Value:$378.5K

% of Portfolio:0.0% ($378.5K/$8.3B)

CuriosityStream Inc.

CURI|23130Q107

Shares:135.2K

Value:$377.5K

% of Portfolio:0.0% ($377.5K/$8.3B)

QUALYS, INC.

QLYS|74758T303

Shares:3.0K

Value:$377.0K

% of Portfolio:0.0% ($377.0K/$8.3B)

464287432

Shares:4.1K

Value:$376.0K

% of Portfolio:0.0% ($376.0K/$8.3B)

46435U853

Shares:10.1K

Value:$373.4K

% of Portfolio:0.0% ($373.4K/$8.3B)

Okta, Inc.

OKTA|679295105

Shares:3.5K

Value:$373.3K

% of Portfolio:0.0% ($373.3K/$8.3B)

Otis Worldwide Corp

OTIS|68902V107

Shares:3.6K

Value:$373.0K

% of Portfolio:0.0% ($373.0K/$8.3B)

AES CORP

AES|00130H105

Shares:30.0K

Value:$373.0K

% of Portfolio:0.0% ($373.0K/$8.3B)

EVERSOURCE ENERGY

ES|30040W108

Shares:6.0K

Value:$371.2K

% of Portfolio:0.0% ($371.2K/$8.3B)

37954Y731

Shares:9.8K

Value:$363.5K

% of Portfolio:0.0% ($363.5K/$8.3B)

Sanofi

SNY|80105N105

Shares:6.5K

Value:$362.9K

% of Portfolio:0.0% ($362.9K/$8.3B)

639057207

Shares:30.4K

Value:$361.9K

% of Portfolio:0.0% ($361.9K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusipY10230103)✕	34.8K	QoQ NEW(+34.8K) YoY NEW(+34.8K)	All Managers (Combined)	$391.0K	0.0% ($391.0K/$8.3B)	QoQ NEW(+$391.0K) YoY NEW(+$391.0K)
(VIGIcusip921946810)	4.7K	QoQ NEW(+4.7K) YoY NEW(+4.7K)	All Managers (Combined)	$390.7K	0.0% ($390.7K/$8.3B)	QoQ NEW(+$390.7K) YoY NEW(+$390.7K)
EBAY INC(EBAYcusip278642103)	5.7K	QoQ +5.59% (+303) YoY +15.26% (+757)	All Managers (Combined)	$387.0K	0.0% ($387.0K/$8.3B)	QoQ +15.39% (+$51.6K) YoY +47.84% (+$125.2K)
(cusip46138E339)✕	4.2K	QoQ NEW(+4.2K) YoY NEW(+4.2K)	All Managers (Combined)	$386.5K	0.0% ($386.5K/$8.3B)	QoQ NEW(+$386.5K) YoY NEW(+$386.5K)
Madison Square Garden Entertainment Corp.(MSGEcusip55826T102)	11.7K	QoQ NEW(+11.7K) YoY NEW(+11.7K)	All Managers (Combined)	$383.6K	0.0% ($383.6K/$8.3B)	QoQ NEW(+$383.6K) YoY NEW(+$383.6K)
(cusip92204A108)✕	1.2K	QoQ -10.42% (-135) YoY NEW(+1.2K)	All Managers (Combined)	$380.1K	0.0% ($380.1K/$8.3B)	QoQ -21.80% (-$106.0K) YoY NEW(+$380.1K)
MidCap Financial Investment Corp(MFICcusip03761U502)	29.5K	QoQ +3.30% (-945) YoY NEW(+29.5K)	All Managers (Combined)	$379.9K	0.0% ($379.9K/$8.3B)	QoQ -1.51% (-$5.9K) YoY NEW(+$379.9K)
(cusip315948109)✕	5.2K	QoQ +31.15% (+1.2K) YoY NEW(+5.2K)	All Managers (Combined)	$378.8K	0.0% ($378.8K/$8.3B)	QoQ +17.82% (+$57.3K) YoY NEW(+$378.8K)
abrdn Precious Metals Basket ETF Trust(GLTRcusip003263100)	2.9K	QoQ -15.37% (-531) YoY -86.47% (-18.7K)	All Managers (Combined)	$378.5K	0.0% ($378.5K/$8.3B)	QoQ -0.18% (-$690) YoY -81.65% (-$1.7M)
CuriosityStream Inc.(CURIcusip23130Q107)	135.2K	QoQ NEW(+135.2K) YoY NEW(+135.2K)	All Managers (Combined)	$377.5K	0.0% ($377.5K/$8.3B)	QoQ NEW(+$377.5K) YoY NEW(+$377.5K)
QUALYS, INC.(QLYScusip74758T303)	3.0K	QoQ -96.61% (-85.3K) YoY -97.70% (-127.2K)	All Managers (Combined)	$377.0K	0.0% ($377.0K/$8.3B)	QoQ -96.95% (-$12.0M) YoY -98.26% (-$21.3M)
(cusip464287432)✕	4.1K	QoQ NEW(+4.1K) YoY +57.51% (+1.5K)	All Managers (Combined)	$376.0K	0.0% ($376.0K/$8.3B)	QoQ NEW(+$376.0K) YoY +51.23% (+$127.4K)
(cusip46435U853)✕	10.1K	QoQ +37.40% (+2.8K) YoY NEW(+10.1K)	All Managers (Combined)	$373.4K	0.0% ($373.4K/$8.3B)	QoQ +37.65% (+$102.1K) YoY NEW(+$373.4K)
Okta, Inc.(OKTAcusip679295105)	3.5K	QoQ +26.69% (+747) YoY NEW(+3.5K)	All Managers (Combined)	$373.3K	0.0% ($373.3K/$8.3B)	QoQ +72.59% (+$157.0K) YoY NEW(+$373.3K)
Otis Worldwide Corp(OTIScusip68902V107)	3.6K	QoQ +42.04% (+1.1K) YoY NEW(+3.6K)	All Managers (Combined)	$373.0K	0.0% ($373.0K/$8.3B)	QoQ +58.25% (+$137.3K) YoY NEW(+$373.0K)
AES CORP(AEScusip00130H105)	30.0K	QoQ NEW(+30.0K) YoY NEW(+30.0K)	All Managers (Combined)	$373.0K	0.0% ($373.0K/$8.3B)	QoQ NEW(+$373.0K) YoY NEW(+$373.0K)
EVERSOURCE ENERGY(EScusip30040W108)	6.0K	QoQ +5.24% (+298) YoY NEW(+6.0K)	All Managers (Combined)	$371.2K	0.0% ($371.2K/$8.3B)	QoQ +13.74% (+$44.8K) YoY NEW(+$371.2K)
(cusip37954Y731)✕	9.8K	QoQ +4.16% (-390) YoY NEW(+9.8K)	All Managers (Combined)	$363.5K	0.0% ($363.5K/$8.3B)	QoQ -0.68% (-$2.5K) YoY NEW(+$363.5K)
Sanofi(SNYcusip80105N105)	6.5K	QoQ -16.74% (-1.3K) YoY NEW(+6.5K)	All Managers (Combined)	$362.9K	0.0% ($362.9K/$8.3B)	QoQ -4.04% (-$15.3K) YoY NEW(+$362.9K)
(cusip639057207)✕	30.4K	QoQ -3.69% (-1.2K) YoY NEW(+30.4K)	All Managers (Combined)	$361.9K	0.0% ($361.9K/$8.3B)	QoQ +12.87% (-$41.3K) YoY NEW(+$361.9K)