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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VALERO ENERGY CORP/TX
Shares:2.7K
Value:$361.0K
% of Portfolio:0.0% ($361.0K/$8.3B)
BRUNSWICK CORP
Shares:6.7K
Value:$359.2K
% of Portfolio:0.0% ($359.2K/$8.3B)
SOUTHERN COPPER CORP/
Shares:3.8K
Value:$357.3K
% of Portfolio:0.0% ($357.3K/$8.3B)
J M SMUCKER Co
Shares:3.0K
Value:$354.3K
% of Portfolio:0.0% ($354.3K/$8.3B)
Verisk Analytics, Inc.
Shares:1.2K
Value:$354.0K
% of Portfolio:0.0% ($354.0K/$8.3B)
ZIMMER BIOMET HOLDINGS, INC.
Shares:3.1K
Value:$353.2K
% of Portfolio:0.0% ($353.2K/$8.3B)
UNITED STATES ANTIMONY CORP
Shares:160.0K
Value:$352.0K
% of Portfolio:0.0% ($352.0K/$8.3B)
TORONTO DOMINION BANK
Shares:5.9K
Value:$350.9K
% of Portfolio:0.0% ($350.9K/$8.3B)
Vulcan Materials CO
Shares:1.5K
Value:$350.9K
% of Portfolio:0.0% ($350.9K/$8.3B)
POSCO HOLDINGS INC.
Shares:7.4K
Value:$350.8K
% of Portfolio:0.0% ($350.8K/$8.3B)
AGILENT TECHNOLOGIES, INC.
Shares:3.0K
Value:$350.4K
% of Portfolio:0.0% ($350.4K/$8.3B)
TransDigm Group INC
Shares:251
Value:$348.0K
% of Portfolio:0.0% ($348.0K/$8.3B)
CREDICORP LTD
Shares:1.9K
Value:$345.3K
% of Portfolio:0.0% ($345.3K/$8.3B)
Warner Bros. Discovery, Inc.
Shares:31.8K
Value:$343.2K
% of Portfolio:0.0% ($343.2K/$8.3B)
Itau Unibanco Holding S.A.
Shares:62.1K
Value:$341.6K
% of Portfolio:0.0% ($341.6K/$8.3B)
25434V815
Shares:11.9K
Value:$334.2K
% of Portfolio:0.0% ($334.2K/$8.3B)
VERINT SYSTEMS INC
Shares:18.7K
Value:$333.8K
% of Portfolio:0.0% ($333.8K/$8.3B)
97717X263
Shares:9.0K
Value:$330.4K
% of Portfolio:0.0% ($330.4K/$8.3B)
46138E354
Shares:4.4K
Value:$328.1K
% of Portfolio:0.0% ($328.1K/$8.3B)
46137V282
Shares:9.5K
Value:$328.1K
% of Portfolio:0.0% ($328.1K/$8.3B)