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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80004C200
Shares:4.5K
Value:$215.0K
% of Portfolio:0.0% ($215.0K/$8.3B)
233051200
Shares:5.0K
Value:$214.9K
% of Portfolio:0.0% ($214.9K/$8.3B)
ENERGY FUELS INC
Shares:53.3K
Value:$213.7K
% of Portfolio:0.0% ($213.7K/$8.3B)
33939L860
Shares:3.1K
Value:$213.3K
% of Portfolio:0.0% ($213.3K/$8.3B)
464288224
Shares:18.5K
Value:$211.8K
% of Portfolio:0.0% ($211.8K/$8.3B)
46435U440
Shares:4.5K
Value:$210.8K
% of Portfolio:0.0% ($210.8K/$8.3B)
JANUS HENDERSON GROUP PLC
Shares:5.8K
Value:$208.7K
% of Portfolio:0.0% ($208.7K/$8.3B)
Sea Ltd
Shares:1.6K
Value:$207.7K
% of Portfolio:0.0% ($207.7K/$8.3B)
BCE INC
Shares:9.0K
Value:$206.5K
% of Portfolio:0.0% ($206.5K/$8.3B)
46138E198
Shares:3.3K
Value:$204.8K
% of Portfolio:0.0% ($204.8K/$8.3B)
NEWMONT Corp /DE/
Shares:4.3K
Value:$204.8K
% of Portfolio:0.0% ($204.8K/$8.3B)
464289867
Shares:3.5K
Value:$203.0K
% of Portfolio:0.0% ($203.0K/$8.3B)
233051143
Shares:4.0K
Value:$200.8K
% of Portfolio:0.0% ($200.8K/$8.3B)
Eaton Vance Ltd Duration Income Fund
Shares:19.8K
Value:$197.3K
% of Portfolio:0.0% ($197.3K/$8.3B)
GENWORTH FINANCIAL INC
Shares:26.7K
Value:$189.5K
% of Portfolio:0.0% ($189.5K/$8.3B)
Sabra Health Care REIT, Inc.
Shares:10.8K
Value:$188.2K
% of Portfolio:0.0% ($188.2K/$8.3B)
92189F536
Shares:10.6K
Value:$183.9K
% of Portfolio:0.0% ($183.9K/$8.3B)
Viatris Inc
Shares:20.6K
Value:$183.6K
% of Portfolio:0.0% ($183.6K/$8.3B)
MOVADO GROUP INC
Shares:10.0K
Value:$167.2K
% of Portfolio:0.0% ($167.2K/$8.3B)
292102308
Shares:22.0K
Value:$164.7K
% of Portfolio:0.0% ($164.7K/$8.3B)