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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Under Armour, Inc.
Shares:26.1K
Value:$163.1K
% of Portfolio:0.0% ($163.1K/$8.3B)
TERAWULF INC.
Shares:52.0K
Value:$161.2K
% of Portfolio:0.0% ($161.2K/$8.3B)
PERMA FIX ENVIRONMENTAL SERVICES INC
Shares:20.5K
Value:$149.0K
% of Portfolio:0.0% ($149.0K/$8.3B)
Chemours Co
Shares:10.5K
Value:$141.5K
% of Portfolio:0.0% ($141.5K/$8.3B)
IREN Ltd
Shares:20.0K
Value:$137.8K
% of Portfolio:0.0% ($137.8K/$8.3B)
Nuveen AMT-Free Municipal Credit Income Fund
Shares:10.4K
Value:$129.4K
% of Portfolio:0.0% ($129.4K/$8.3B)
Ready Capital Corp
Shares:24.7K
Value:$125.8K
% of Portfolio:0.0% ($125.8K/$8.3B)
CLEVELAND-CLIFFS INC.
Shares:15.0K
Value:$123.6K
% of Portfolio:0.0% ($123.6K/$8.3B)
NCR Voyix Corp
Shares:11.5K
Value:$112.4K
% of Portfolio:0.0% ($112.4K/$8.3B)
Crexendo, Inc.
Shares:22.0K
Value:$107.1K
% of Portfolio:0.0% ($107.1K/$8.3B)
FingerMotion, Inc.
Shares:73.0K
Value:$106.9K
% of Portfolio:0.0% ($106.9K/$8.3B)
Esperion Therapeutics, Inc.
Shares:46.3K
Value:$73.6K
% of Portfolio:0.0% ($73.6K/$8.3B)
Nextdoor Holdings, Inc.
Shares:45.5K
Value:$69.5K
% of Portfolio:0.0% ($69.5K/$8.3B)
26923N462
Shares:12.0K
Value:$65.5K
% of Portfolio:0.0% ($65.5K/$8.3B)
Invesco Senior Income Trust
Shares:15.4K
Value:$57.8K
% of Portfolio:0.0% ($57.8K/$8.3B)
HERTZ GLOBAL HOLDINGS, INC
Shares:10.0K
Value:$39.5K
% of Portfolio:0.0% ($39.5K/$8.3B)
Eledon Pharmaceuticals, Inc.
Shares:10.0K
Value:$33.9K
% of Portfolio:0.0% ($33.9K/$8.3B)
BNY MELLON HIGH YIELD STRATEGIES FUND
Shares:13.0K
Value:$33.1K
% of Portfolio:0.0% ($33.1K/$8.3B)
Evolv Technologies Holdings, Inc.
Shares:10.6K
Value:$33.1K
% of Portfolio:0.0% ($33.1K/$8.3B)
CHEGG, INC
Shares:50.0K
Value:$32.0K
% of Portfolio:0.0% ($32.0K/$8.3B)