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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Howmet Aerospace Inc.

HWM|443201108

193011(+3.0%)

Value:

$25.0B(+22.1%)

Arthur J. Gallagher & Co.

AJG|363576109

72198(+4.2%)

Value:

$24.9B(+26.8%)

35473P678

867123(-1.1%)

Value:

$24.9B(+8.2%)

CATERPILLAR INC

CAT|149123101

74667(+23.1%)

Value:

$24.6B(+12.0%)

BOSTON SCIENTIFIC CORP

BSX|101137107

241289(+2.5%)

Value:

$24.3B(+15.8%)

464289180

843537(-30.1%)

Value:

$24.0B(-14.5%)

AMGEN INC

AMGN|031162100

76963(+5.5%)

Value:

$24.0B(+26.1%)

INTUITIVE SURGICAL INC

ISRG|46120E602

48306(+7.2%)

Value:

$23.9B(+1.7%)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

433264(+5.1%)

Value:

$23.9B(+9.1%)

316092808

147933(+0.1%)

Value:

$23.9B(-12.7%)

33739N108

465465(-0.3%)

Value:

$23.5B(-1.4%)

NETFLIX INC

NFLX|64110L106

24527(+29.6%)

Value:

$22.9B(+35.9%)

92204A702

VGT|92204A702

40889(+711.0%)

Value:

$22.8B(+626.5%)

STRYKER CORP

SYK|863667101

61118(+18.5%)

Value:

$22.8B(+22.5%)

AbbVie Inc.

ABBV|00287Y109

106882(+9.6%)

Value:

$22.4B(+29.2%)

ServiceNow, Inc.

NOW|81762P102

28003(+2.1%)

Value:

$22.3B(-23.3%)

316092501

318683(-0.7%)

Value:

$22.2B(+0.5%)

ANALOG DEVICES INC

ADI|032654105

107309(+7.8%)

Value:

$21.6B(+2.4%)

46432F842

IEFA|46432F842

283115(+3.4%)

Value:

$21.4B(+11.3%)

NEXTERA ENERGY INC

NEE|65339F101

300467(+7.0%)

Value:

$21.3B(+5.7%)

Instrument	Shares		Other Manager	Value
Howmet Aerospace Inc.(HWMcusip443201108)	193.0K	QoQ +2.96% (+5.6K) YoY NEW(+193.0K)	All Managers (Combined)	$25.0M	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	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	QoQ +5.72% (+$1.2M) YoY +86.37% (+$9.9M)