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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Page 48 of 54
464287697
Shares:2.9K
Value:$296.2K
% of Portfolio:0.0% ($296.2K/$8.3B)
25434V732
Shares:11.2K
Value:$295.2K
% of Portfolio:0.0% ($295.2K/$8.3B)
VALVOLINE INC
Shares:8.4K
Value:$293.1K
% of Portfolio:0.0% ($293.1K/$8.3B)
FEDERATED HERMES, INC.
Shares:7.2K
Value:$292.2K
% of Portfolio:0.0% ($292.2K/$8.3B)
HEALTHEQUITY, INC.
Shares:3.3K
Value:$289.4K
% of Portfolio:0.0% ($289.4K/$8.3B)
78464A151
Shares:9.7K
Value:$287.0K
% of Portfolio:0.0% ($287.0K/$8.3B)
Intercontinental Exchange, Inc.
Shares:1.7K
Value:$285.9K
% of Portfolio:0.0% ($285.9K/$8.3B)
OneMain Holdings, Inc.
Shares:5.8K
Value:$285.2K
% of Portfolio:0.0% ($285.2K/$8.3B)
92189F171
Shares:11.8K
Value:$284.8K
% of Portfolio:0.0% ($284.8K/$8.3B)
092528504
Shares:5.4K
Value:$281.7K
% of Portfolio:0.0% ($281.7K/$8.3B)
25434V781
Shares:9.6K
Value:$280.5K
% of Portfolio:0.0% ($280.5K/$8.3B)
HESS CORP
Shares:1.8K
Value:$279.6K
% of Portfolio:0.0% ($279.6K/$8.3B)
ARCH CAPITAL GROUP LTD.
Shares:2.9K
Value:$278.8K
% of Portfolio:0.0% ($278.8K/$8.3B)
464287523
Shares:1.5K
Value:$278.6K
% of Portfolio:0.0% ($278.6K/$8.3B)
Hyatt Hotels Corp
Shares:2.3K
Value:$278.0K
% of Portfolio:0.0% ($278.0K/$8.3B)
AerCap Holdings N.V.
Shares:2.7K
Value:$277.3K
% of Portfolio:0.0% ($277.3K/$8.3B)
37954Y236
Shares:17.0K
Value:$276.8K
% of Portfolio:0.0% ($276.8K/$8.3B)
VIAVI SOLUTIONS INC.
Shares:24.0K
Value:$275.6K
% of Portfolio:0.0% ($275.6K/$8.3B)
FASTENAL CO
Shares:3.5K
Value:$273.9K
% of Portfolio:0.0% ($273.9K/$8.3B)
464287671
Shares:2.1K
Value:$272.8K
% of Portfolio:0.0% ($272.8K/$8.3B)