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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Page 9 of 54
PFIZER INC
Shares:527.8K
Value:$13.5M
% of Portfolio:0.2% ($13.5M/$8.3B)
COOPER COMPANIES, INC.
Shares:158.6K
Value:$13.4M
% of Portfolio:0.2% ($13.4M/$8.3B)
Sprouts Farmers Market, Inc.
Shares:86.7K
Value:$13.2M
% of Portfolio:0.2% ($13.2M/$8.3B)
CVS HEALTH Corp
Shares:194.8K
Value:$13.2M
% of Portfolio:0.2% ($13.2M/$8.3B)
US Foods Holding Corp.
Shares:201.0K
Value:$13.2M
% of Portfolio:0.2% ($13.2M/$8.3B)
78468R887
Shares:106.1K
Value:$13.0M
% of Portfolio:0.2% ($13.0M/$8.3B)
SHOPIFY INC.
Shares:133.6K
Value:$12.8M
% of Portfolio:0.2% ($12.8M/$8.3B)
BADGER METER INC
Shares:66.4K
Value:$12.6M
% of Portfolio:0.2% ($12.6M/$8.3B)
35473P488
Shares:612.2K
Value:$12.6M
% of Portfolio:0.2% ($12.6M/$8.3B)
DESCARTES SYSTEMS GROUP INC
Shares:124.5K
Value:$12.6M
% of Portfolio:0.2% ($12.6M/$8.3B)
Mondelez International, Inc.
Shares:183.4K
Value:$12.4M
% of Portfolio:0.1% ($12.4M/$8.3B)
TELEDYNE TECHNOLOGIES INC
Shares:24.9K
Value:$12.4M
% of Portfolio:0.1% ($12.4M/$8.3B)
92206C409
Shares:157.1K
Value:$12.4M
% of Portfolio:0.1% ($12.4M/$8.3B)
RESMED INC
Shares:55.3K
Value:$12.4M
% of Portfolio:0.1% ($12.4M/$8.3B)
LOWES COMPANIES INC
Shares:52.9K
Value:$12.3M
% of Portfolio:0.1% ($12.3M/$8.3B)
Crane Co
Shares:80.1K
Value:$12.3M
% of Portfolio:0.1% ($12.3M/$8.3B)
nVent Electric plc
Shares:229.9K
Value:$12.0M
% of Portfolio:0.1% ($12.0M/$8.3B)
46137V464
Shares:105.6K
Value:$12.0M
% of Portfolio:0.1% ($12.0M/$8.3B)
808524771
Shares:481.2K
Value:$11.4M
% of Portfolio:0.1% ($11.4M/$8.3B)
DOMINION ENERGY, INC
Shares:201.3K
Value:$11.3M
% of Portfolio:0.1% ($11.3M/$8.3B)