Congress-Wealth-Management-Llc--De-

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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: congress-wealth-management-llc--de-
Manager Name: Congress-Wealth-Management-Llc--De-

Data Enrichment

72% identified

762 identified302 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,064 positions • $8.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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ORACLE CORP

ORCL|68389X105

Shares:150.8K

Value:$21.3M

% of Portfolio:0.3% ($21.3M/$8.3B)

Arista Networks, Inc.

ANET|040413205

Shares:270.2K

Value:$20.9M

% of Portfolio:0.3% ($20.9M/$8.3B)

Stride, Inc.

LRN|86333M108

Shares:161.5K

Value:$20.4M

% of Portfolio:0.2% ($20.4M/$8.3B)

Dell Technologies Inc.

DELL|24703L202

Shares:223.3K

Value:$20.4M

% of Portfolio:0.2% ($20.4M/$8.3B)

03463K752

Shares:398.3K

Value:$20.3M

% of Portfolio:0.2% ($20.3M/$8.3B)

Salesforce, Inc.

CRM|79466L302

Shares:75.3K

Value:$20.2M

% of Portfolio:0.2% ($20.2M/$8.3B)

Palo Alto Networks Inc

PANW|697435105

Shares:117.0K

Value:$20.0M

% of Portfolio:0.2% ($20.0M/$8.3B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:82.5K

Value:$20.0M

% of Portfolio:0.2% ($20.0M/$8.3B)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:397.6K

Value:$20.0M

% of Portfolio:0.2% ($20.0M/$8.3B)

LINDE PLC

LIN|G54950103

Shares:42.7K

Value:$19.9M

% of Portfolio:0.2% ($19.9M/$8.3B)

Accenture plc

ACN|G1151C101

Shares:63.4K

Value:$19.8M

% of Portfolio:0.2% ($19.8M/$8.3B)

Penumbra Inc

PEN|70975L107

Shares:72.8K

Value:$19.5M

% of Portfolio:0.2% ($19.5M/$8.3B)

464287168

DVY|464287168

Shares:144.4K

Value:$19.4M

% of Portfolio:0.2% ($19.4M/$8.3B)

464287200

IVV|464287200

Shares:34.4K

Value:$19.4M

% of Portfolio:0.2% ($19.4M/$8.3B)

Mastercard Inc

MA|57636Q104

Shares:35.3K

Value:$19.3M

% of Portfolio:0.2% ($19.3M/$8.3B)

COPART INC

CPRT|217204106

Shares:339.0K

Value:$19.2M

% of Portfolio:0.2% ($19.2M/$8.3B)

922042858

VWO|922042858

Shares:422.1K

Value:$19.1M

% of Portfolio:0.2% ($19.1M/$8.3B)

PNC FINANCIAL SERVICES GROUP, INC.

PNC|693475105

Shares:107.7K

Value:$18.9M

% of Portfolio:0.2% ($18.9M/$8.3B)

922908769

VTI|922908769

Shares:66.9K

Value:$18.4M

% of Portfolio:0.2% ($18.4M/$8.3B)

HALOZYME THERAPEUTICS, INC.

HALO|40637H109

Shares:280.7K

Value:$17.9M

% of Portfolio:0.2% ($17.9M/$8.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
ORACLE CORP(ORCLcusip68389X105)	150.8K	QoQ +14.99% (-19.7K) YoY +44.94% (+46.8K)	All Managers (Combined)	$21.3M	0.3% ($21.3M/$8.3B)	QoQ -2.66% (-$583.2K) YoY +62.74% (+$8.2M)
Arista Networks, Inc.(ANETcusip040413205)	270.2K	QoQ -0.12% (-327) YoY NEW(+270.2K)	All Managers (Combined)	$20.9M	0.3% ($20.9M/$8.3B)	QoQ -29.97% (-$9.0M) YoY NEW(+$20.9M)
Stride, Inc.(LRNcusip86333M108)	161.5K	QoQ +89.50% (+76.3K) YoY NEW(+161.5K)	All Managers (Combined)	$20.4M	0.2% ($20.4M/$8.3B)	QoQ +130.66% (+$11.6M) YoY NEW(+$20.4M)
Dell Technologies Inc.(DELLcusip24703L202)	223.3K	QoQ +9.29% (-19.0K) YoY +4739.77% (+218.6K)	All Managers (Combined)	$20.4M	0.2% ($20.4M/$8.3B)	QoQ -13.50% (-$3.2M) YoY +3768.22% (+$19.8M)
(cusip03463K752)✕	398.3K	QoQ +8.11% (+29.9K) YoY +354.12% (+310.6K)	All Managers (Combined)	$20.3M	0.2% ($20.3M/$8.3B)	QoQ +8.17% (+$1.5M) YoY +356.03% (+$15.9M)
Salesforce, Inc.(CRMcusip79466L302)	75.3K	QoQ +13.18% (-8.8K) YoY +54.81% (+26.6K)	All Managers (Combined)	$20.2M	0.2% ($20.2M/$8.3B)	QoQ -9.02% (-$2.0M) YoY +38.13% (+$5.6M)
Palo Alto Networks Inc(PANWcusip697435105)	117.0K	QoQ +9.72% (+10.4K) YoY +1520.49% (+109.8K)	All Managers (Combined)	$20.0M	0.2% ($20.0M/$8.3B)	QoQ +3.21% (+$622.9K) YoY +876.15% (+$18.0M)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	82.5K	QoQ +6.76% (+5.2K) YoY +10.82% (+8.1K)	All Managers (Combined)	$20.0M	0.2% ($20.0M/$8.3B)	QoQ +14.37% (+$2.5M) YoY +31.02% (+$4.7M)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	397.6K	QoQ +29.86% (+91.4K) YoY NEW(+397.6K)	All Managers (Combined)	$20.0M	0.2% ($20.0M/$8.3B)	QoQ +8.12% (+$1.5M) YoY NEW(+$20.0M)
LINDE PLC(LINcusipG54950103)	42.7K	QoQ +8.63% (+3.4K) YoY +14.38% (+5.4K)	All Managers (Combined)	$19.9M	0.2% ($19.9M/$8.3B)	QoQ +20.74% (+$3.4M) YoY +14.64% (+$2.5M)
Accenture plc(ACNcusipG1151C101)	63.4K	QoQ +25.97% (+13.1K) YoY -28.23% (-25.0K)	All Managers (Combined)	$19.8M	0.2% ($19.8M/$8.3B)	QoQ +11.66% (+$2.1M) YoY -35.43% (-$10.9M)
Penumbra Inc(PENcusip70975L107)	72.8K	QoQ -8.82% (-7.1K) YoY +541.22% (+61.5K)	All Managers (Combined)	$19.5M	0.2% ($19.5M/$8.3B)	QoQ +2.66% (-$504.9K) YoY +668.29% (+$16.9M)
(DVYcusip464287168)	144.4K	QoQ +4.43% (+6.1K) YoY NEW(+144.4K)	All Managers (Combined)	$19.4M	0.2% ($19.4M/$8.3B)	QoQ +6.81% (+$1.2M) YoY NEW(+$19.4M)
(IVVcusip464287200)	34.4K	QoQ -18.37% (-7.7K) YoY +77.44% (+15.0K)	All Managers (Combined)	$19.4M	0.2% ($19.4M/$8.3B)	QoQ -21.84% (-$5.4M) YoY +90.24% (+$9.2M)
Mastercard Inc(MAcusip57636Q104)	35.3K	QoQ +55.25% (+12.6K) YoY +393.19% (+28.1K)	All Managers (Combined)	$19.3M	0.2% ($19.3M/$8.3B)	QoQ +61.43% (+$7.4M) YoY +460.62% (+$15.9M)
COPART INC(CPRTcusip217204106)	339.0K	QoQ -2.69% (-9.4K) YoY -14.89% (-59.4K)	All Managers (Combined)	$19.2M	0.2% ($19.2M/$8.3B)	QoQ -4.11% (-$822.0K) YoY -16.90% (-$3.9M)
(VWOcusip922042858)	422.1K	QoQ +3.10% (+12.7K) YoY +117.34% (+227.9K)	All Managers (Combined)	$19.1M	0.2% ($19.1M/$8.3B)	QoQ +5.97% (+$1.1M) YoY +135.54% (+$11.0M)
PNC FINANCIAL SERVICES GROUP, INC.(PNCcusip693475105)	107.7K	QoQ +2.86% (-3.0K) YoY +1152.45% (+99.1K)	All Managers (Combined)	$18.9M	0.2% ($18.9M/$8.3B)	QoQ -6.24% (-$1.3M) YoY +1262.22% (+$17.5M)
(VTIcusip922908769)	66.9K	QoQ +9.52% (+5.8K) YoY +573.40% (+56.9K)	All Managers (Combined)	$18.4M	0.2% ($18.4M/$8.3B)	QoQ +4.06% (+$720.1K) YoY +613.45% (+$15.8M)
HALOZYME THERAPEUTICS, INC.(HALOcusip40637H109)	280.7K	QoQ +22.18% (+51.0K) YoY +360.88% (+219.8K)	All Managers (Combined)	$17.9M	0.2% ($17.9M/$8.3B)	QoQ +63.07% (+$6.9M) YoY +622.94% (+$15.4M)