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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Howmet Aerospace Inc.

HWM|443201108

Shares:193.0K

Value:$25.0M

% of Portfolio:0.3% ($25.0M/$8.3B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:72.2K

Value:$24.9M

% of Portfolio:0.3% ($24.9M/$8.3B)

35473P678

Shares:867.1K

Value:$24.9M

% of Portfolio:0.3% ($24.9M/$8.3B)

CATERPILLAR INC

CAT|149123101

Shares:74.7K

Value:$24.6M

% of Portfolio:0.3% ($24.6M/$8.3B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:241.3K

Value:$24.3M

% of Portfolio:0.3% ($24.3M/$8.3B)

464289180

Shares:843.5K

Value:$24.0M

% of Portfolio:0.3% ($24.0M/$8.3B)

AMGEN INC

AMGN|031162100

Shares:77.0K

Value:$24.0M

% of Portfolio:0.3% ($24.0M/$8.3B)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:48.3K

Value:$23.9M

% of Portfolio:0.3% ($23.9M/$8.3B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:433.3K

Value:$23.9M

% of Portfolio:0.3% ($23.9M/$8.3B)

316092808

Shares:147.9K

Value:$23.9M

% of Portfolio:0.3% ($23.9M/$8.3B)

33739N108

Shares:465.5K

Value:$23.5M

% of Portfolio:0.3% ($23.5M/$8.3B)

NETFLIX INC

NFLX|64110L106

Shares:24.5K

Value:$22.9M

% of Portfolio:0.3% ($22.9M/$8.3B)

92204A702

VGT|92204A702

Shares:40.9K

Value:$22.8M

% of Portfolio:0.3% ($22.8M/$8.3B)

STRYKER CORP

SYK|863667101

Shares:61.1K

Value:$22.8M

% of Portfolio:0.3% ($22.8M/$8.3B)

AbbVie Inc.

ABBV|00287Y109

Shares:106.9K

Value:$22.4M

% of Portfolio:0.3% ($22.4M/$8.3B)

ServiceNow, Inc.

NOW|81762P102

Shares:28.0K

Value:$22.3M

% of Portfolio:0.3% ($22.3M/$8.3B)

316092501

Shares:318.7K

Value:$22.2M

% of Portfolio:0.3% ($22.2M/$8.3B)

ANALOG DEVICES INC

ADI|032654105

Shares:107.3K

Value:$21.6M

% of Portfolio:0.3% ($21.6M/$8.3B)

46432F842

IEFA|46432F842

Shares:283.1K

Value:$21.4M

% of Portfolio:0.3% ($21.4M/$8.3B)

NEXTERA ENERGY INC

NEE|65339F101

Shares:300.5K

Value:$21.3M

% of Portfolio:0.3% ($21.3M/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Howmet Aerospace Inc.(HWMcusip443201108)	193.0K	QoQ +2.96% (+5.6K) YoY NEW(+193.0K)	All Managers (Combined)	$25.0M	0.3% ($25.0M/$8.3B)	QoQ +22.15% (+$4.5M) YoY NEW(+$25.0M)
Arthur J. Gallagher & Co.(AJGcusip363576109)	72.2K	QoQ +4.22% (+2.9K) YoY +52.29% (+24.8K)	All Managers (Combined)	$24.9M	0.3% ($24.9M/$8.3B)	QoQ +26.75% (+$5.3M) YoY +110.25% (+$13.1M)
(cusip35473P678)✕	867.1K	QoQ -1.12% (-9.9K) YoY -4.21% (-38.2K)	All Managers (Combined)	$24.9M	0.3% ($24.9M/$8.3B)	QoQ +8.20% (-$1.9M) YoY +5.06% (-$1.2M)
CATERPILLAR INC(CATcusip149123101)	74.7K	QoQ +23.13% (+14.0K) YoY +62.20% (+28.6K)	All Managers (Combined)	$24.6M	0.3% ($24.6M/$8.3B)	QoQ +12.04% (+$2.7M) YoY +46.12% (+$7.8M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	241.3K	QoQ +2.50% (+5.9K) YoY +19.27% (+39.0K)	All Managers (Combined)	$24.3M	0.3% ($24.3M/$8.3B)	QoQ +15.78% (+$3.3M) YoY +75.70% (+$10.5M)
(cusip464289180)✕	843.5K	QoQ -30.06% (-362.6K) YoY -31.44% (-386.8K)	All Managers (Combined)	$24.0M	0.3% ($24.0M/$8.3B)	QoQ -14.48% (-$4.1M) YoY -14.10% (-$3.9M)
AMGEN INC(AMGNcusip031162100)	77.0K	QoQ +5.47% (+4.0K) YoY +40.53% (+22.2K)	All Managers (Combined)	$24.0M	0.3% ($24.0M/$8.3B)	QoQ +26.12% (+$5.0M) YoY +54.04% (+$8.4M)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	48.3K	QoQ +7.17% (+3.2K) YoY +16.41% (+6.8K)	All Managers (Combined)	$23.9M	0.3% ($23.9M/$8.3B)	QoQ +1.72% (+$404.7K) YoY +44.51% (+$7.4M)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	433.3K	QoQ +5.07% (+20.9K) YoY +490.84% (+359.9K)	All Managers (Combined)	$23.9M	0.3% ($23.9M/$8.3B)	QoQ +9.11% (+$2.0M) YoY +24.39% (+$4.7M)
(cusip316092808)✕	147.9K	QoQ +0.10% (-162) YoY +1422.88% (+138.2K)	All Managers (Combined)	$23.9M	0.3% ($23.9M/$8.3B)	QoQ -12.67% (-$3.5M) YoY +1475.93% (+$22.3M)
(cusip33739N108)✕	465.5K	QoQ -0.25% (-1.2K) YoY -32.83% (-227.6K)	All Managers (Combined)	$23.5M	0.3% ($23.5M/$8.3B)	QoQ -1.40% (-$334.2K) YoY -34.06% (-$12.1M)
NETFLIX INC(NFLXcusip64110L106)	24.5K	QoQ +29.60% (+5.6K) YoY +278.67% (+18.1K)	All Managers (Combined)	$22.9M	0.3% ($22.9M/$8.3B)	QoQ +35.89% (+$6.1M) YoY +482.63% (+$19.0M)
(VGTcusip92204A702)	40.9K	QoQ +710.96% (+35.8K) YoY +693.34% (+35.7K)	All Managers (Combined)	$22.8M	0.3% ($22.8M/$8.3B)	QoQ +626.45% (+$19.6M) YoY +742.83% (+$20.1M)
STRYKER CORP(SYKcusip863667101)	61.1K	QoQ +18.47% (+9.5K) YoY +26.90% (+13.0K)	All Managers (Combined)	$22.8M	0.3% ($22.8M/$8.3B)	QoQ +22.52% (+$4.2M) YoY +32.04% (+$5.5M)
AbbVie Inc.(ABBVcusip00287Y109)	106.9K	QoQ +9.57% (+9.3K) YoY -6.91% (-7.9K)	All Managers (Combined)	$22.4M	0.3% ($22.4M/$8.3B)	QoQ +29.18% (+$5.1M) YoY +7.09% (-$1.5M)
ServiceNow, Inc.(NOWcusip81762P102)	28.0K	QoQ +2.12% (-583) YoY +7.74% (+2.0K)	All Managers (Combined)	$22.3M	0.3% ($22.3M/$8.3B)	QoQ -23.28% (-$6.8M) YoY +12.53% (+$2.5M)
(cusip316092501)✕	318.7K	QoQ -0.69% (-2.2K) YoY +2.26% (+7.1K)	All Managers (Combined)	$22.2M	0.3% ($22.2M/$8.3B)	QoQ +0.52% (-$114.8K) YoY +19.68% (+$3.6M)
ANALOG DEVICES INC(ADIcusip032654105)	107.3K	QoQ +7.83% (+7.8K) YoY +39.06% (+30.1K)	All Managers (Combined)	$21.6M	0.3% ($21.6M/$8.3B)	QoQ +2.39% (+$505.5K) YoY +41.82% (+$6.4M)
(IEFAcusip46432F842)	283.1K	QoQ +3.42% (+9.4K) YoY -0.49% (-1.4K)	All Managers (Combined)	$21.4M	0.3% ($21.4M/$8.3B)	QoQ +11.33% (+$2.2M) YoY +1.43% (-$302.4K)
NEXTERA ENERGY INC(NEEcusip65339F101)	300.5K	QoQ +6.95% (+19.5K) YoY +68.07% (+121.7K)	All Managers (Combined)	$21.3M	0.3% ($21.3M/$8.3B)	QoQ +5.72% (+$1.2M) YoY +86.37% (+$9.9M)