CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HDB | 8K | $610.89K |
 | FDS | 8K | $3.53M |
 | WEC | 8K | $819.45K |
 | VNT | 8K | $285.54K |
 | MAR | 8K | $2.10M |
 | BTI | 8K | $361.23K |
 | PFGC | 8K | $660.92K |
 | OLED | 8K | $1.16M |
 | NXPI | 7K | $1.64M |
 | FNF | 7K | $408.06K |
 | AEP | 7K | $746.01K |
 | MKSI | 7K | $703.07K |
 | CBRE | 7K | $984.59K |
 | MSGS | 7K | $1.43M |
 | EL | 7K | $552.25K |
 | JXN | 7K | $603.15K |
 | TD | 7K | $492.55K |
 | DOV | 7K | $1.23M |
 | SPG | 7K | $1.07M |
 | VTR | 6K | $409.53K |
HDFC Bank Limited
HDB
Shares Held
8K
Value
$610.89K
FactSet Research Systems Inc.
FDS
Shares Held
8K
Value
$3.53M
WEC Energy Group, Inc.
WEC
Shares Held
8K
Value
$819.45K
Vontier Corporation
VNT
Shares Held
8K
Value
$285.54K
Marriott International, Inc.
MAR
Shares Held
8K
Value
$2.10M
British American Tobacco p.l.c.
BTI
Shares Held
8K
Value
$361.23K
Performance Food Group Company
PFGC
Shares Held
8K
Value
$660.92K
Universal Display Corporation
OLED
Shares Held
8K
Value
$1.16M
NXP Semiconductors N.V.
NXPI
Shares Held
7K
Value
$1.64M
Fidelity National Financial, Inc.
FNF
Shares Held
7K
Value
$408.06K
American Electric Power Company, Inc.
AEP
Shares Held
7K
Value
$746.01K
MKS Inc.
MKSI
Shares Held
7K
Value
$703.07K
CBRE Group, Inc.
CBRE
Shares Held
7K
Value
$984.59K
Madison Square Garden Sports Corp.
MSGS
Shares Held
7K
Value
$1.43M
The Estée Lauder Companies Inc.
EL
Shares Held
7K
Value
$552.25K
Jackson Financial Inc.
JXN
Shares Held
7K
Value
$603.15K
The Toronto-Dominion Bank
TD
Shares Held
7K
Value
$492.55K
Dover Corporation
DOV
Shares Held
7K
Value
$1.23M
Simon Property Group, Inc.
SPG
Shares Held
7K
Value
$1.07M
Ventas, Inc.
VTR
Shares Held
6K
Value
$409.53K