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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CyberArk Software Ltd.

CYBR|M2682V108

52245(+189.0%)

Value:

$17.7B(+193.2%)

922908611

VBR|922908611

94134(+44.1%)

Value:

$17.5B(+35.5%)

CONOCOPHILLIPS

COP|20825C104

166897(+15.3%)

Value:

$17.5B(+22.0%)

464287598

IWD|464287598

92886(+0.8%)

Value:

$17.4B(+2.0%)

CME GROUP INC.

CME|12572Q105

65158(-0.2%)

Value:

$17.3B(+14.0%)

WILLIAMS COMPANIES, INC.

WMB|969457100

285909(+2100.1%)

Value:

$17.1B(+2329.8%)

Uber Technologies, Inc

UBER|90353T100

233362(+704.7%)

Value:

$17.0B(+872.1%)

92206C870

VCIT|92206C870

207471(+4134.1%)

Value:

$16.9B(+4200.6%)

MOODYS CORP /DE/

MCO|615369105

36314(+10.6%)

Value:

$16.9B(+8.8%)

SPS COMMERCE INC

SPSC|78463M107

126207(-8.5%)

Value:

$16.8B(-34.0%)

CURTISS WRIGHT CORP

CW|231561101

52537(-5.6%)

Value:

$16.7B(-15.6%)

VERTEX PHARMACEUTICALS INC / MA

VRTX|92532F100

34114(+25.9%)

Value:

$16.6B(+51.7%)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

482858(+4.5%)

Value:

$16.5B(+13.7%)

SYNOPSYS INC

SNPS|871607107

38263(+3.0%)

Value:

$16.4B(-9.0%)

UNITEDHEALTH GROUP INC

UNH|91324P102

31136(+44.3%)

Value:

$16.3B(+49.1%)

03463K760

777786(+0.7%)

Value:

$16.1B(+1.6%)

COLGATE PALMOLIVE CO

CL|194162103

171158(+7.6%)

Value:

$16.0B(+10.8%)

46641Q837

312615(+1259.5%)

Value:

$15.8B(+1265.6%)

EOG RESOURCES INC

EOG|26875P101

122844(-0.6%)

Value:

$15.8B(+3.9%)

Baker Hughes Co

BKR|05722G100

353527(+5.0%)

Value:

$15.5B(+12.6%)

Instrument	Shares		Other Manager	Value
Cyberark Software Ltd.(CYBRcusipM2682V108)	52.2K	QoQ +188.96% (+34.2K) YoY +253.05% (+37.4K)	All Managers (Combined)	$17.7M	QoQ +193.17% (+$11.6M) YoY +349.24% (+$13.7M)
(VBRcusip922908611)	94.1K	QoQ +44.09% (+28.8K) YoY +56.55% (+34.0K)	All Managers (Combined)	$17.5M	QoQ +35.52% (+$4.6M) YoY +52.08% (+$6.0M)
Conocophillips(COPcusip20825C104)	166.9K	QoQ +15.32% (+22.2K) YoY +24.66% (+33.0K)	All Managers (Combined)	$17.5M	QoQ +22.03% (+$3.2M) YoY +2.77% (+$473.5K)
(IWDcusip464287598)	92.9K	QoQ +0.85% (+790) YoY -50.72% (-95.6K)	All Managers (Combined)	$17.4M	QoQ +2.05% (+$350.6K) YoY -48.46% (-$16.4M)
Cme Group Inc.(CMEcusip12572Q105)	65.2K	QoQ -0.16% (-106) YoY -40.86% (-45.0K)	All Managers (Combined)	$17.3M	QoQ +14.04% (-$2.1M) YoY -27.13% (-$6.4M)
Williams Companies, Inc.(WMBcusip969457100)	285.9K	QoQ +2100.14% (+272.9K) YoY +421.06% (+231.0K)	All Managers (Combined)	$17.1M	QoQ +2329.75% (+$16.4M) YoY +699.16% (+$15.0M)
Uber Technologies, Inc(UBERcusip90353T100)	233.4K	QoQ +704.72% (+204.4K) YoY +1190.07% (+215.3K)	All Managers (Combined)	$17.0M	QoQ +872.11% (+$15.3M) YoY +1120.98% (+$15.6M)
(VCITcusip92206C870)	207.5K	QoQ +4134.10% (+202.6K) YoY NEW(+207.5K)	All Managers (Combined)	$16.9M	QoQ +4200.57% (+$16.5M) YoY NEW(+$16.9M)
Moodys Corp /De/(MCOcusip615369105)	36.3K	QoQ +10.55% (+3.5K) YoY +22.22% (+6.6K)	All Managers (Combined)	$16.9M	QoQ +8.76% (+$1.4M) YoY +44.82% (+$5.2M)
Sps Commerce Inc(SPSCcusip78463M107)	126.2K	QoQ -8.52% (-11.8K) YoY -10.10% (-14.2K)	All Managers (Combined)	$16.8M	QoQ -34.01% (-$8.6M) YoY -35.46% (-$9.2M)
Curtiss Wright Corp(CWcusip231561101)	52.5K	QoQ -5.56% (-3.1K) YoY +349.30% (+40.8K)	All Managers (Combined)	$16.7M	QoQ -15.56% (-$3.1M) YoY +456.92% (+$13.7M)
Vertex Pharmaceuticals Inc / Ma(VRTXcusip92532F100)	34.1K	QoQ +25.91% (+7.0K) YoY +1316.69% (+31.7K)	All Managers (Combined)	$16.6M	QoQ +51.69% (+$5.6M) YoY +1543.49% (+$15.5M)
Enterprise Products Partners L.P.(EPDcusip293792107)	482.9K	QoQ +4.45% (+20.6K) YoY +1259.16% (+447.3K)	All Managers (Combined)	$16.5M	QoQ +13.68% (+$2.0M) YoY +1489.70% (+$15.4M)
Synopsys Inc(SNPScusip871607107)	38.3K	QoQ +2.96% (-1.1K) YoY +8.98% (-3.2K)	All Managers (Combined)	$16.4M	QoQ -9.02% (-$1.6M) YoY -18.21% (-$3.7M)
Unitedhealth Group Inc(UNHcusip91324P102)	31.1K	QoQ +44.33% (+9.6K) YoY +1.63% (+501)	All Managers (Combined)	$16.3M	QoQ +49.13% (+$5.4M) YoY +7.38% (+$1.1M)
(cusip03463K760)✕	777.8K	QoQ +0.72% (+5.6K) YoY +3.27% (+24.7K)	All Managers (Combined)	$16.1M	QoQ +1.55% (+$247.0K) YoY +4.38% (+$677.6K)
Colgate Palmolive Co(CLcusip194162103)	171.2K	QoQ +7.59% (+12.1K) YoY +20.42% (+29.0K)	All Managers (Combined)	$16.0M	QoQ +10.79% (+$1.6M) YoY +25.17% (+$3.2M)
(cusip46641Q837)✕	312.6K	QoQ +1259.49% (+289.6K) YoY +4525.85% (+305.9K)	All Managers (Combined)	$15.8M	QoQ +1265.58% (+$14.7M) YoY +4539.08% (+$15.5M)
Eog Resources Inc(EOGcusip26875P101)	122.8K	QoQ -0.64% (-802) YoY +15.91% (+16.9K)	All Managers (Combined)	$15.8M	QoQ +3.93% (-$597.0K) YoY +16.27% (+$2.2M)
Baker Hughes Co(BKRcusip05722G100)	353.5K	QoQ +5.05% (+17.0K) YoY NEW(+353.5K)	All Managers (Combined)	$15.5M	QoQ +12.56% (+$1.7M) YoY NEW(+$15.5M)