CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 1.92M | $394.34M |
 | NVDA | 1.28M | $201.59M |
 | KO | 1.16M | $82.02M |
 | TPG | 775K | $775.45K |
 | SVC | 741K | $1.77M |
 | VZ | 719K | $31.11M |
 | PFE | 708K | $17.17M |
 | ARCC | 579K | $12.72M |
 | CSCO | 531K | $36.82M |
 | MSFT | 491K | $244.03M |
 | EPD | 489K | $15.17M |
 | INTC | 463K | $10.38M |
 | T | 447K | $12.77M |
 | TSCO | 438K | $23.09M |
 | GOOGL | 425K | $74.94M |
 | CMG | 403K | $22.60M |
 | XOM | 402K | $43.37M |
 | DT | 375K | $20.70M |
 | SCWO | 359K | $116.57K |
 | NEE | 347K | $24.12M |
Apple Inc.
AAPL
Shares Held
1.92M
Value
$394.34M
NVIDIA Corporation
NVDA
Shares Held
1.28M
Value
$201.59M
The Coca-Cola Company
KO
Shares Held
1.16M
Value
$82.02M
TPG Inc.
TPG
Shares Held
775K
Value
$775.45K
Service Properties Trust
SVC
Shares Held
741K
Value
$1.77M
Verizon Communications Inc.
VZ
Shares Held
719K
Value
$31.11M
Pfizer Inc.
PFE
Shares Held
708K
Value
$17.17M
Ares Capital Corporation
ARCC
Shares Held
579K
Value
$12.72M
Cisco Systems, Inc.
CSCO
Shares Held
531K
Value
$36.82M
Microsoft Corporation
MSFT
Shares Held
491K
Value
$244.03M
Enterprise Products Partners L.P.
EPD
Shares Held
489K
Value
$15.17M
Intel Corporation
INTC
Shares Held
463K
Value
$10.38M
AT&T Inc.
T
Shares Held
447K
Value
$12.77M
Tractor Supply Company
TSCO
Shares Held
438K
Value
$23.09M
Alphabet Inc.
GOOGL
Shares Held
425K
Value
$74.94M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
403K
Value
$22.60M
Exxon Mobil Corporation
XOM
Shares Held
402K
Value
$43.37M
Dynatrace, Inc.
DT
Shares Held
375K
Value
$20.70M
374Water, Inc.
SCWO
Shares Held
359K
Value
$116.57K
NextEra Energy, Inc.
NEE
Shares Held
347K
Value
$24.12M