Congress Wealth Management LLC / De /

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: 0001904976
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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VALERO ENERGY CORP/TX

VLO|91913Y100

2733

Value:

$361.0M

BRUNSWICK CORP

BC|117043109

6671(+62.9%)

Value:

$359.2M(+35.6%)

SOUTHERN COPPER CORP/

SCCO|84265V105

3772

Value:

$357.3M

J M SMUCKER Co

SJM|832696405

2995(-4.4%)

Value:

$354.3M(+2.6%)

Verisk Analytics, Inc.

VRSK|92345Y106

1191(+9.2%)

Value:

$354.0M(+17.6%)

ZIMMER BIOMET HOLDINGS, INC.

ZBH|98956P102

3123(+8.2%)

Value:

$353.2M(+15.8%)

UNITED STATES ANTIMONY CORP

UAMY|911549103

160000

Value:

$352.0M

TORONTO DOMINION BANK

TD|891160509

5852(-18.9%)

Value:

$350.9M(-8.6%)

Vulcan Materials CO

VMC|929160109

1490

Value:

$350.9M

POSCO HOLDINGS INC.

PKX|693483109

7381

Value:

$350.8M

AGILENT TECHNOLOGIES, INC.

A|00846U101

2975(+3.0%)

Value:

$350.4M(-9.7%)

TransDigm Group INC

TDG|893641100

251

Value:

$348.0M

CREDICORP LTD

BAP|G2519Y108

1854(-15.6%)

Value:

$345.3M(-14.3%)

Warner Bros. Discovery, Inc.

WBD|934423104

31772(+193.8%)

Value:

$343.2M(+200.2%)

Itau Unibanco Holding S.A.

ITUB|465562106

62113(+21.0%)

Value:

$341.6M(+34.2%)

25434V815

11872

Value:

$334.2M

VERINT SYSTEMS INC

VRNT|92343X100

18700

Value:

$333.8M

97717X263

8981

Value:

$330.4M

46138E354

4405(+39.2%)

Value:

$328.1M(+48.1%)

46137V282

9508(-2.1%)

Value:

$328.1M(-9.7%)

Instrument	Shares		Other Manager	Value
Valero Energy Corp/Tx(VLOcusip91913Y100)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$361.0K	QoQ NEW(+$361.0K) YoY NEW(+$361.0K)
Brunswick Corp(BCcusip117043109)	6.7K	QoQ +62.86% (+2.6K) YoY NEW(+6.7K)	All Managers (Combined)	$359.2K	QoQ +35.59% (+$94.3K) YoY NEW(+$359.2K)
Southern Copper Corp/(SCCOcusip84265V105)	3.8K	QoQ NEW(+3.8K) YoY +78.34% (+1.7K)	All Managers (Combined)	$357.3K	QoQ NEW(+$357.3K) YoY +58.59% (+$132.0K)
J M Smucker Co(SJMcusip832696405)	3.0K	QoQ -4.43% (-139) YoY +65.65% (+1.2K)	All Managers (Combined)	$354.3K	QoQ +2.63% (-$9.1K) YoY +55.65% (+$126.7K)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	1.2K	QoQ +9.16% (+100) YoY NEW(+1.2K)	All Managers (Combined)	$354.0K	QoQ +17.62% (+$53.0K) YoY NEW(+$354.0K)
Zimmer Biomet Holdings, Inc.(ZBHcusip98956P102)	3.1K	QoQ +8.17% (+236) YoY NEW(+3.1K)	All Managers (Combined)	$353.2K	QoQ +15.83% (+$48.3K) YoY NEW(+$353.2K)
United States Antimony Corp(UAMYcusip911549103)	160.0K	QoQ NEW(+160.0K) YoY NEW(+160.0K)	All Managers (Combined)	$352.0K	QoQ NEW(+$352.0K) YoY NEW(+$352.0K)
Toronto Dominion Bank(TDcusip891160509)	5.9K	QoQ -18.85% (-1.4K) YoY +15.83% (+800)	All Managers (Combined)	$350.9K	QoQ -8.61% (-$33.1K) YoY +15.03% (+$45.9K)
Vulcan Materials Co(VMCcusip929160109)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$350.9K	QoQ NEW(+$350.9K) YoY NEW(+$350.9K)
Posco Holdings Inc.(PKXcusip693483109)	7.4K	QoQ NEW(+7.4K) YoY NEW(+7.4K)	All Managers (Combined)	$350.8K	QoQ NEW(+$350.8K) YoY NEW(+$350.8K)
Agilent Technologies, Inc.(Acusip00846U101)	3.0K	QoQ +3.04% (-88) YoY +97.93% (+1.5K)	All Managers (Combined)	$350.4K	QoQ -9.70% (-$37.7K) YoY +60.09% (+$131.5K)
Transdigm Group Inc(TDGcusip893641100)	251	QoQ NEW(+251) YoY NEW(+251)	All Managers (Combined)	$348.0K	QoQ NEW(+$348.0K) YoY NEW(+$348.0K)
Credicorp Ltd(BAPcusipG2519Y108)	1.9K	QoQ -15.61% (-343) YoY -21.60% (-511)	All Managers (Combined)	$345.3K	QoQ -14.30% (-$57.6K) YoY -13.83% (-$55.4K)
Warner Bros. Discovery, Inc.(WBDcusip934423104)	31.8K	QoQ +193.77% (+21.0K) YoY NEW(+31.8K)	All Managers (Combined)	$343.2K	QoQ +200.20% (+$228.9K) YoY NEW(+$343.2K)
Itau Unibanco Holding S.A.(ITUBcusip465562106)	62.1K	QoQ +20.99% (+10.8K) YoY +2.22% (-1.4K)	All Managers (Combined)	$341.6K	QoQ +34.16% (+$87.0K) YoY -18.87% (-$79.5K)
(cusip25434V815)✕	11.9K	QoQ NEW(+11.9K) YoY NEW(+11.9K)	All Managers (Combined)	$334.2K	QoQ NEW(+$334.2K) YoY NEW(+$334.2K)
Verint Systems Inc(VRNTcusip92343X100)	18.7K	QoQ NEW(+18.7K) YoY NEW(+18.7K)	All Managers (Combined)	$333.8K	QoQ NEW(+$333.8K) YoY NEW(+$333.8K)
(cusip97717X263)✕	9.0K	QoQ NEW(+9.0K) YoY NEW(+9.0K)	All Managers (Combined)	$330.4K	QoQ NEW(+$330.4K) YoY NEW(+$330.4K)
(cusip46138E354)✕	4.4K	QoQ +39.22% (+1.2K) YoY NEW(+4.4K)	All Managers (Combined)	$328.1K	QoQ +48.13% (+$106.6K) YoY NEW(+$328.1K)
(cusip46137V282)✕	9.5K	QoQ -2.08% (-202) YoY +57.15% (+3.5K)	All Managers (Combined)	$328.1K	QoQ -9.69% (-$35.2K) YoY +54.11% (+$115.2K)