CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 35K | $4.95M |
 | FIVE | 35K | $4.59M |
 | CI | 35K | $11.46M |
 | CCL | 35K | $972.23K |
 | ASB | 35K | $842.48K |
 | CACI | 34K | $16.39M |
 | PCT | 34K | $466.52K |
 | PBR | 34K | $424.92K |
 | AZN | 34K | $2.36M |
 | NU | 33K | $453.38K |
 | NWG | 32K | $453.34K |
 | APH | 32K | $3.15M |
 | EMR | 32K | $4.24M |
 | MGRC | 32K | $3.68M |
 | MKTX | 31K | $7.01M |
 | HP | 31K | $473.84K |
 | LRCX | 31K | $3.03M |
 | EME | 31K | $16.54M |
 | ESRT | 31K | $248.31K |
 | PESI | 31K | $320.86K |
Morgan Stanley
MS
Shares Held
35K
Value
$4.95M
Five Below, Inc.
FIVE
Shares Held
35K
Value
$4.59M
Cigna Corporation
CI
Shares Held
35K
Value
$11.46M
Carnival Corporation & plc
CCL
Shares Held
35K
Value
$972.23K
Associated Banc-Corp
ASB
Shares Held
35K
Value
$842.48K
CACI International Inc
CACI
Shares Held
34K
Value
$16.39M
PureCycle Technologies, Inc.
PCT
Shares Held
34K
Value
$466.52K
Petróleo Brasileiro S.A. - Petrobras
PBR
Shares Held
34K
Value
$424.92K
AstraZeneca PLC
AZN
Shares Held
34K
Value
$2.36M
Nu Holdings Ltd.
NU
Shares Held
33K
Value
$453.38K
NatWest Group plc
NWG
Shares Held
32K
Value
$453.34K
Amphenol Corporation
APH
Shares Held
32K
Value
$3.15M
Emerson Electric Co.
EMR
Shares Held
32K
Value
$4.24M
McGrath RentCorp
MGRC
Shares Held
32K
Value
$3.68M
MarketAxess Holdings Inc.
MKTX
Shares Held
31K
Value
$7.01M
Helmerich & Payne, Inc.
HP
Shares Held
31K
Value
$473.84K
Lam Research Corporation
LRCX
Shares Held
31K
Value
$3.03M
EMCOR Group, Inc.
EME
Shares Held
31K
Value
$16.54M
Empire State Realty Trust, Inc.
ESRT
Shares Held
31K
Value
$248.31K
Perma-Fix Environmental Services, Inc.
PESI
Shares Held
31K
Value
$320.86K