Congress Wealth Management LLC / De /

Filing Details

13F-HR • 2025-03-31
SEC
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

1,064 positions
Manager:
SEC
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Page 6 of 54
ORACLE CORP
ORCL|68389X105
Shares:
150773(+15.0%)
Value:
$21.3B(-2.7%)
Arista Networks, Inc.
ANET|040413205
Shares:
270225(-0.1%)
Value:
$20.9B(-30.0%)
Stride, Inc.
LRN|86333M108
Shares:
161458(+89.5%)
Value:
$20.4B(+130.7%)
Dell Technologies Inc.
DELL|24703L202
Shares:
223259(+9.3%)
Value:
$20.4B(-13.5%)
03463K752
03463K752
Shares:
398294(+8.1%)
Value:
$20.3B(+8.2%)
Salesforce, Inc.
CRM|79466L302
Shares:
75252(+13.2%)
Value:
$20.2B(-9.0%)
Palo Alto Networks Inc
PANW|697435105
Shares:
117000(+9.7%)
Value:
$20.0B(+3.2%)
BROADRIDGE FINANCIAL SOLUTIONS, INC.
BR|11133T103
Shares:
82470(+6.8%)
Value:
$20.0B(+14.4%)
CHIPOTLE MEXICAN GRILL INC
CMG|169656105
Shares:
397642(+29.9%)
Value:
$20.0B(+8.1%)
LINDE PLC
LIN|G54950103
Shares:
42668(+8.6%)
Value:
$19.9B(+20.7%)
Accenture plc
ACN|G1151C101
Shares:
63404(+26.0%)
Value:
$19.8B(+11.7%)
Penumbra Inc
PEN|70975L107
Shares:
72817(-8.8%)
Value:
$19.5B(+2.7%)
464287168
DVY|464287168
Shares:
144412(+4.4%)
Value:
$19.4B(+6.8%)
464287200
IVV|464287200
Shares:
34362(-18.4%)
Value:
$19.4B(-21.8%)
Mastercard Inc
MA|57636Q104
Shares:
35278(+55.3%)
Value:
$19.3B(+61.4%)
COPART INC
CPRT|217204106
Shares:
339046(-2.7%)
Value:
$19.2B(-4.1%)
922042858
VWO|922042858
Shares:
422101(+3.1%)
Value:
$19.1B(+6.0%)
PNC FINANCIAL SERVICES GROUP, INC.
PNC|693475105
Shares:
107686(+2.9%)
Value:
$18.9B(-6.2%)
922908769
VTI|922908769
Shares:
66876(+9.5%)
Value:
$18.4B(+4.1%)
HALOZYME THERAPEUTICS, INC.
HALO|40637H109
Shares:
280740(+22.2%)
Value:
$17.9B(+63.1%)