CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LPL | 16K | $56.12K |
 | UL | 16K | $999.36K |
 | FI | 16K | $2.81M |
 | MPWR | 16K | $11.87M |
 | SNA | 16K | $5.05M |
 | ASX | 16K | $166.83K |
 | CB | 16K | $4.53M |
 | YUM | 15K | $2.29M |
 | SLG | 15K | $956.29K |
 | SON | 15K | $668.03K |
 | CWEN | 15K | $485.95K |
 | CARR | 15K | $1.10M |
 | CNTX | 15K | $9.83K |
 | CZWI | 15K | $206.87K |
 | FLEX | 15K | $744.11K |
 | AIG | 15K | $1.25M |
 | COIN | 15K | $5.11M |
 | HOPE | 15K | $155.83K |
 | WDC | 14K | $924.72K |
 | HOOD | 14K | $1.35M |
LG Display Co., Ltd.
LPL
Shares Held
16K
Value
$56.12K
Unilever PLC
UL
Shares Held
16K
Value
$999.36K
Fiserv, Inc.
FI
Shares Held
16K
Value
$2.81M
Monolithic Power Systems, Inc.
MPWR
Shares Held
16K
Value
$11.87M
Snap-on Incorporated
SNA
Shares Held
16K
Value
$5.05M
ASE Technology Holding Co., Ltd.
ASX
Shares Held
16K
Value
$166.83K
Chubb Limited
CB
Shares Held
16K
Value
$4.53M
Yum! Brands, Inc.
YUM
Shares Held
15K
Value
$2.29M
SL Green Realty Corp.
SLG
Shares Held
15K
Value
$956.29K
Sonoco Products Company
SON
Shares Held
15K
Value
$668.03K
Clearway Energy, Inc.
CWEN
Shares Held
15K
Value
$485.95K
Carrier Global Corporation
CARR
Shares Held
15K
Value
$1.10M
Context Therapeutics Inc.
CNTX
Shares Held
15K
Value
$9.83K
Citizens Community Bancorp, Inc.
CZWI
Shares Held
15K
Value
$206.87K
Flex Ltd.
FLEX
Shares Held
15K
Value
$744.11K
American International Group, Inc.
AIG
Shares Held
15K
Value
$1.25M
Coinbase Global, Inc.
COIN
Shares Held
15K
Value
$5.11M
Hope Bancorp, Inc.
HOPE
Shares Held
15K
Value
$155.83K
Western Digital Corporation
WDC
Shares Held
14K
Value
$924.72K
Robinhood Markets, Inc.
HOOD
Shares Held
14K
Value
$1.35M