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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464287101
Shares:911
Value:$248.0K
% of Portfolio:0.0% ($248.0K/$8.3B)
British American Tobacco p.l.c.
Shares:6.0K
Value:$247.2K
% of Portfolio:0.0% ($247.2K/$8.3B)
81369Y100
Shares:2.9K
Value:$247.0K
% of Portfolio:0.0% ($247.0K/$8.3B)
NATIONAL GRID PLC
Shares:3.8K
Value:$245.9K
% of Portfolio:0.0% ($245.9K/$8.3B)
ASSOCIATED BANC-CORP
Shares:10.9K
Value:$245.8K
% of Portfolio:0.0% ($245.8K/$8.3B)
CENTENE CORP
Shares:4.0K
Value:$245.3K
% of Portfolio:0.0% ($245.3K/$8.3B)
Primerica, Inc.
Shares:856
Value:$243.8K
% of Portfolio:0.0% ($243.8K/$8.3B)
AFFILIATED MANAGERS GROUP, INC.
Shares:1.4K
Value:$242.4K
% of Portfolio:0.0% ($242.4K/$8.3B)
Empire State Realty Trust, Inc.
Shares:30.6K
Value:$241.9K
% of Portfolio:0.0% ($241.9K/$8.3B)
464288638
Shares:4.6K
Value:$241.6K
% of Portfolio:0.0% ($241.6K/$8.3B)
464287796
Shares:4.9K
Value:$240.9K
% of Portfolio:0.0% ($240.9K/$8.3B)
KADANT INC
Shares:715
Value:$240.9K
% of Portfolio:0.0% ($240.9K/$8.3B)
PureCycle Technologies, Inc.
Shares:34.7K
Value:$240.8K
% of Portfolio:0.0% ($240.8K/$8.3B)
ASE Technology Holding Co., Ltd.
Shares:27.4K
Value:$240.5K
% of Portfolio:0.0% ($240.5K/$8.3B)
Concentra Group Holdings Parent, Inc.
Shares:11.1K
Value:$240.0K
% of Portfolio:0.0% ($240.0K/$8.3B)
025072307
Shares:2.6K
Value:$239.6K
% of Portfolio:0.0% ($239.6K/$8.3B)
PDD Holdings Inc.
Shares:2.0K
Value:$237.3K
% of Portfolio:0.0% ($237.3K/$8.3B)
381430230
Shares:4.7K
Value:$236.2K
% of Portfolio:0.0% ($236.2K/$8.3B)
Keysight Technologies, Inc.
Shares:1.6K
Value:$236.0K
% of Portfolio:0.0% ($236.0K/$8.3B)
37954Y715
Shares:8.2K
Value:$234.8K
% of Portfolio:0.0% ($234.8K/$8.3B)