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

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CHARTER COMMUNICATIONS, INC. /MO/

CHTR|16119P108

Shares:735

Value:$271.1K

% of Portfolio:0.0% ($271.1K/$8.3B)

STATE STREET CORP

STT|857477103

Shares:3.0K

Value:$270.8K

% of Portfolio:0.0% ($270.8K/$8.3B)

New Fortress Energy Inc.

NFE|644393100

Shares:26.4K

Value:$270.7K

% of Portfolio:0.0% ($270.7K/$8.3B)

Ingevity Corp

NGVT|45688C107

Shares:6.8K

Value:$269.2K

% of Portfolio:0.0% ($269.2K/$8.3B)

MUELLER INDUSTRIES INC

MLI|624756102

Shares:3.5K

Value:$267.0K

% of Portfolio:0.0% ($267.0K/$8.3B)

Dun & Bradstreet Holdings, Inc.

DNB|26484T106

Shares:29.4K

Value:$262.9K

% of Portfolio:0.0% ($262.9K/$8.3B)

Ingredion Inc

INGR|457187102

Shares:1.9K

Value:$262.8K

% of Portfolio:0.0% ($262.8K/$8.3B)

Coca-Cola Consolidated, Inc.

COKE|191098102

Shares:194

Value:$261.6K

% of Portfolio:0.0% ($261.6K/$8.3B)

72201R643

Shares:2.6K

Value:$260.9K

% of Portfolio:0.0% ($260.9K/$8.3B)

ALGONQUIN POWER & UTILITIES CORP.

AQN|015857105

Shares:50.7K

Value:$260.7K

% of Portfolio:0.0% ($260.7K/$8.3B)

MICROSTRATEGY Inc

MSTR|594972408

Shares:899

Value:$259.8K

% of Portfolio:0.0% ($259.8K/$8.3B)

389930207

Shares:7.0K

Value:$258.7K

% of Portfolio:0.0% ($258.7K/$8.3B)

46429B598

Shares:5.0K

Value:$257.4K

% of Portfolio:0.0% ($257.4K/$8.3B)

46436E403

Shares:5.0K

Value:$257.1K

% of Portfolio:0.0% ($257.1K/$8.3B)

316092121

Shares:8.7K

Value:$257.0K

% of Portfolio:0.0% ($257.0K/$8.3B)

ARM HOLDINGS PLC /UK

ARM|042068205

Shares:2.4K

Value:$254.5K

% of Portfolio:0.0% ($254.5K/$8.3B)

46435G516

ESGD|46435G516

Shares:3.1K

Value:$251.2K

% of Portfolio:0.0% ($251.2K/$8.3B)

Vontier Corp

VNT|928881101

Shares:7.6K

Value:$249.9K

% of Portfolio:0.0% ($249.9K/$8.3B)

Otter Tail Corp

OTTR|689648103

Shares:3.1K

Value:$249.5K

% of Portfolio:0.0% ($249.5K/$8.3B)

TWILIO INC

TWLO|90138F102

Shares:2.5K

Value:$248.8K

% of Portfolio:0.0% ($248.8K/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHARTER COMMUNICATIONS, INC. /MO/(CHTRcusip16119P108)	735	QoQ +19.31% (+119) YoY NEW(+735)	All Managers (Combined)	$271.1K	0.0% ($271.1K/$8.3B)	QoQ +28.39% (+$60.0K) YoY NEW(+$271.1K)
STATE STREET CORP(STTcusip857477103)	3.0K	QoQ -3.44% (-108) YoY NEW(+3.0K)	All Managers (Combined)	$270.8K	0.0% ($270.8K/$8.3B)	QoQ -11.93% (-$36.7K) YoY NEW(+$270.8K)
New Fortress Energy Inc.(NFEcusip644393100)	26.4K	QoQ NEW(+26.4K) YoY NEW(+26.4K)	All Managers (Combined)	$270.7K	0.0% ($270.7K/$8.3B)	QoQ NEW(+$270.7K) YoY NEW(+$270.7K)
Ingevity Corp(NGVTcusip45688C107)	6.8K	QoQ -3.75% (-265) YoY NEW(+6.8K)	All Managers (Combined)	$269.2K	0.0% ($269.2K/$8.3B)	QoQ -6.49% (-$18.7K) YoY NEW(+$269.2K)
MUELLER INDUSTRIES INC(MLIcusip624756102)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$267.0K	0.0% ($267.0K/$8.3B)	QoQ NEW(+$267.0K) YoY NEW(+$267.0K)
Dun & Bradstreet Holdings, Inc.(DNBcusip26484T106)	29.4K	QoQ +5.02% (-1.4K) YoY NEW(+29.4K)	All Managers (Combined)	$262.9K	0.0% ($262.9K/$8.3B)	QoQ -24.64% (-$86.0K) YoY NEW(+$262.9K)
Ingredion Inc(INGRcusip457187102)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$262.8K	0.0% ($262.8K/$8.3B)	QoQ NEW(+$262.8K) YoY NEW(+$262.8K)
Coca-Cola Consolidated, Inc.(COKEcusip191098102)	194	QoQ +5.43% (+10) YoY NEW(+194)	All Managers (Combined)	$261.6K	0.0% ($261.6K/$8.3B)	QoQ +12.85% (+$29.8K) YoY NEW(+$261.6K)
(cusip72201R643)✕	2.6K	QoQ -0.15% (-4) YoY NEW(+2.6K)	All Managers (Combined)	$260.9K	0.0% ($260.9K/$8.3B)	QoQ +0.19% (-$505) YoY NEW(+$260.9K)
ALGONQUIN POWER & UTILITIES CORP.(AQNcusip015857105)	50.7K	QoQ -15.89% (-9.6K) YoY NEW(+50.7K)	All Managers (Combined)	$260.7K	0.0% ($260.7K/$8.3B)	QoQ -2.85% (-$7.7K) YoY NEW(+$260.7K)
MICROSTRATEGY Inc(MSTRcusip594972408)	899	QoQ NEW(+899) YoY NEW(+899)	All Managers (Combined)	$259.8K	0.0% ($259.8K/$8.3B)	QoQ NEW(+$259.8K) YoY NEW(+$259.8K)
(cusip389930207)✕	7.0K	QoQ NEW(+7.0K) YoY NEW(+7.0K)	All Managers (Combined)	$258.7K	0.0% ($258.7K/$8.3B)	QoQ NEW(+$258.7K) YoY NEW(+$258.7K)
(cusip46429B598)✕	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$257.4K	0.0% ($257.4K/$8.3B)	QoQ NEW(+$257.4K) YoY NEW(+$257.4K)
(cusip46436E403)✕	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$257.1K	0.0% ($257.1K/$8.3B)	QoQ NEW(+$257.1K) YoY NEW(+$257.1K)
(cusip316092121)✕	8.7K	QoQ +0.09% (-8) YoY +0.46% (+40)	All Managers (Combined)	$257.0K	0.0% ($257.0K/$8.3B)	QoQ -6.21% (-$17.0K) YoY +3.46% (+$8.6K)
ARM HOLDINGS PLC /UK(ARMcusip042068205)	2.4K	QoQ NEW(+2.4K) YoY NEW(+2.4K)	All Managers (Combined)	$254.5K	0.0% ($254.5K/$8.3B)	QoQ NEW(+$254.5K) YoY NEW(+$254.5K)
(ESGDcusip46435G516)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$251.2K	0.0% ($251.2K/$8.3B)	QoQ NEW(+$251.2K) YoY NEW(+$251.2K)
Vontier Corp(VNTcusip928881101)	7.6K	QoQ NEW(+7.6K) YoY NEW(+7.6K)	All Managers (Combined)	$249.9K	0.0% ($249.9K/$8.3B)	QoQ NEW(+$249.9K) YoY NEW(+$249.9K)
Otter Tail Corp(OTTRcusip689648103)	3.1K	QoQ +3.46% (+104) YoY NEW(+3.1K)	All Managers (Combined)	$249.5K	0.0% ($249.5K/$8.3B)	QoQ +12.61% (+$27.9K) YoY NEW(+$249.5K)
TWILIO INC(TWLOcusip90138F102)	2.5K	QoQ -26.70% (-921) YoY NEW(+2.5K)	All Managers (Combined)	$248.8K	0.0% ($248.8K/$8.3B)	QoQ -33.27% (-$124.1K) YoY NEW(+$248.8K)