Stock Taper 
CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Apple Inc. | AAPL | 1.92M | $394.34M |
 NVIDIA Corporation | NVDA | 1.28M | $201.59M |
 The Coca-Cola Company | KO | 1.16M | $82.02M |
 TPG Inc. | TPG | 775.45K | $775.45K |
 Service Properties Trust | SVC | 741.26K | $1.77M |
 Verizon Communications Inc. | VZ | 718.94K | $31.11M |
 Pfizer Inc. | PFE | 708.41K | $17.17M |
 Ares Capital Corporation | ARCC | 579.32K | $12.72M |
 Cisco Systems, Inc. | CSCO | 530.64K | $36.82M |
 Microsoft Corporation | MSFT | 490.59K | $244.03M |
 Enterprise Products Partners L.P. | EPD | 489.12K | $15.17M |
 Intel Corp. | INTC | 463.36K | $10.38M |
 AT&T Inc. | T | 446.63K | $12.77M |
 Tractor Supply Company | TSCO | 437.63K | $23.09M |
 Alphabet Inc. | GOOGL | 425.23K | $74.94M |
 Chipotle Mexican Grill, Inc. | CMG | 402.54K | $22.6M |
 Exxon Mobil Corporation | XOM | 402.34K | $43.37M |
 Dynatrace, Inc. | DT | 374.92K | $20.7M |
 374Water Inc. | SCWO | 359.45K | $116.57K |
 NextEra Energy, Inc. | NEE | 347.38K | $24.12M |