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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Under Armour, Inc.

UAA|904311107

26075(-57.6%)

Value:

$163.1M(-67.9%)

TERAWULF INC.

WULF|88080T104

52000

Value:

$161.2M

PERMA FIX ENVIRONMENTAL SERVICES INC

PESI|714157203

20500

Value:

$149.0M

Chemours Co

CC|163851108

10452(+1.0%)

Value:

$141.5M(-19.1%)

IREN Ltd

IREN|Q4982L109

20000

Value:

$137.8M

Nuveen AMT-Free Municipal Credit Income Fund

NVG|67071L106

10450(-78.4%)

Value:

$129.4M(-78.2%)

Ready Capital Corp

RC|75574U101

24712(+0.0%)

Value:

$125.8M(-25.4%)

CLEVELAND-CLIFFS INC.

CLF|185899101

15040(-5.3%)

Value:

$123.6M(-17.2%)

NCR Voyix Corp

VYX|62886E108

11525(-8.0%)

Value:

$112.4M(-35.2%)

Crexendo, Inc.

CXDO|226552107

22000(-60.0%)

Value:

$107.1M(-62.8%)

FingerMotion, Inc.

FNGR|31788K108

73000

Value:

$106.9M

Esperion Therapeutics, Inc.

ESPR|29664W105

46300

Value:

$73.6M

Nextdoor Holdings, Inc.

KIND|65345M108

45455(+0.0%)

Value:

$69.5M(-35.4%)

26923N462

12000

Value:

$65.5M

Invesco Senior Income Trust

VVR|46131H107

15400

Value:

$57.8M

HERTZ GLOBAL HOLDINGS, INC

HTZ|42806J700

10026

Value:

$39.5M

Eledon Pharmaceuticals, Inc.

ELDN|28617K101

10000

Value:

$33.9M

BNY MELLON HIGH YIELD STRATEGIES FUND

DHF|09660L105

13000

Value:

$33.1M

Evolv Technologies Holdings, Inc.

EVLV|30049H102

10600

Value:

$33.1M

CHEGG, INC

CHGG|163092109

50000

Value:

$32.0M

Instrument	Shares		Other Manager	Value
Under Armour, Inc.(UAAcusip904311107)	26.1K	QoQ -57.57% (-35.4K) YoY NEW(+26.1K)	All Managers (Combined)	$163.1K	QoQ -67.94% (-$345.7K) YoY NEW(+$163.1K)
Terawulf Inc.(WULFcusip88080T104)	52.0K	QoQ NEW(+52.0K) YoY NEW(+52.0K)	All Managers (Combined)	$161.2K	QoQ NEW(+$161.2K) YoY NEW(+$161.2K)
Perma Fix Environmental Services Inc(PESIcusip714157203)	20.5K	QoQ NEW(+20.5K) YoY NEW(+20.5K)	All Managers (Combined)	$149.0K	QoQ NEW(+$149.0K) YoY NEW(+$149.0K)
Chemours Co(CCcusip163851108)	10.5K	QoQ +0.99% (-103) YoY NEW(+10.5K)	All Managers (Combined)	$141.5K	QoQ -19.08% (-$33.4K) YoY NEW(+$141.5K)
Iren Ltd(IRENcusipQ4982L109)	20.0K	QoQ NEW(+20.0K) YoY NEW(+20.0K)	All Managers (Combined)	$137.8K	QoQ NEW(+$137.8K) YoY NEW(+$137.8K)
Nuveen Amt-Free Municipal Credit Income Fund(NVGcusip67071L106)	10.4K	QoQ -78.43% (-38.0K) YoY NEW(+10.4K)	All Managers (Combined)	$129.4K	QoQ -78.22% (-$464.6K) YoY NEW(+$129.4K)
Ready Capital Corp(RCcusip75574U101)	24.7K	QoQ 0.00% (-0) YoY NEW(+24.7K)	All Managers (Combined)	$125.8K	QoQ -25.36% (-$42.8K) YoY NEW(+$125.8K)
Cleveland-Cliffs Inc.(CLFcusip185899101)	15.0K	QoQ -5.34% (-850) YoY NEW(+15.0K)	All Managers (Combined)	$123.6K	QoQ -17.23% (-$25.7K) YoY NEW(+$123.6K)
Ncr Voyix Corp(VYXcusip62886E108)	11.5K	QoQ -7.97% (-999) YoY NEW(+11.5K)	All Managers (Combined)	$112.4K	QoQ -35.17% (-$61.0K) YoY NEW(+$112.4K)
Crexendo, Inc.(CXDOcusip226552107)	22.0K	QoQ -60.00% (-33.0K) YoY NEW(+22.0K)	All Managers (Combined)	$107.1K	QoQ -62.75% (-$180.5K) YoY NEW(+$107.1K)
Fingermotion, Inc.(FNGRcusip31788K108)	73.0K	QoQ NEW(+73.0K) YoY NEW(+73.0K)	All Managers (Combined)	$106.9K	QoQ NEW(+$106.9K) YoY NEW(+$106.9K)
Esperion Therapeutics, Inc.(ESPRcusip29664W105)	46.3K	QoQ NEW(+46.3K) YoY NEW(+46.3K)	All Managers (Combined)	$73.6K	QoQ NEW(+$73.6K) YoY NEW(+$73.6K)
Nextdoor Holdings, Inc.(KINDcusip65345M108)	45.5K	QoQ 0.00% (-0) YoY NEW(+45.5K)	All Managers (Combined)	$69.5K	QoQ -35.44% (-$38.2K) YoY NEW(+$69.5K)
(cusip26923N462)✕	12.0K	QoQ NEW(+12.0K) YoY NEW(+12.0K)	All Managers (Combined)	$65.5K	QoQ NEW(+$65.5K) YoY NEW(+$65.5K)
Invesco Senior Income Trust(VVRcusip46131H107)	15.4K	QoQ NEW(+15.4K) YoY NEW(+15.4K)	All Managers (Combined)	$57.8K	QoQ NEW(+$57.8K) YoY NEW(+$57.8K)
Hertz Global Holdings, Inc(HTZcusip42806J700)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$39.5K	QoQ NEW(+$39.5K) YoY NEW(+$39.5K)
Eledon Pharmaceuticals, Inc.(ELDNcusip28617K101)	10.0K	QoQ NEW(+10.0K) YoY NEW(+10.0K)	All Managers (Combined)	$33.9K	QoQ NEW(+$33.9K) YoY NEW(+$33.9K)
Bny Mellon High Yield Strategies Fund(DHFcusip09660L105)	13.0K	QoQ NEW(+13.0K) YoY NEW(+13.0K)	All Managers (Combined)	$33.1K	QoQ NEW(+$33.1K) YoY NEW(+$33.1K)
Evolv Technologies Holdings, Inc.(EVLVcusip30049H102)	10.6K	QoQ NEW(+10.6K) YoY NEW(+10.6K)	All Managers (Combined)	$33.1K	QoQ NEW(+$33.1K) YoY NEW(+$33.1K)
Chegg, Inc(CHGGcusip163092109)	50.0K	QoQ NEW(+50.0K) YoY NEW(+50.0K)	All Managers (Combined)	$32.0K	QoQ NEW(+$32.0K) YoY NEW(+$32.0K)