CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SAP | 6K | $1.94M |
 | FIS | 6K | $517.05K |
 | KKR | 6K | $841.77K |
 | AMP | 6K | $3.37M |
 | A | 6K | $740.59K |
 | TER | 6K | $553.24K |
 | OTTR | 6K | $472.56K |
 | ORI | 6K | $232.64K |
 | BWXT | 6K | $855.72K |
 | CFR | 6K | $761.33K |
 | HSIC | 6K | $431.94K |
 | LH | 6K | $1.53M |
 | BDX | 6K | $995.69K |
 | INSM | 6K | $575.66K |
 | LYB | 6K | $325.01K |
 | CRH | 6K | $515.55K |
 | SBAC | 6K | $1.31M |
 | DTE | 5K | $723.84K |
 | MSGE | 5K | $218.00K |
 | MAIN | 5K | $317.25K |
SAP SE
SAP
Shares Held
6K
Value
$1.94M
Fidelity National Information Services, Inc.
FIS
Shares Held
6K
Value
$517.05K
KKR & Co. Inc.
KKR
Shares Held
6K
Value
$841.77K
Ameriprise Financial, Inc.
AMP
Shares Held
6K
Value
$3.37M
Agilent Technologies, Inc.
A
Shares Held
6K
Value
$740.59K
Teradyne, Inc.
TER
Shares Held
6K
Value
$553.24K
Otter Tail Corporation
OTTR
Shares Held
6K
Value
$472.56K
Old Republic International Corporation
ORI
Shares Held
6K
Value
$232.64K
BWX Technologies, Inc.
BWXT
Shares Held
6K
Value
$855.72K
Cullen/Frost Bankers, Inc.
CFR
Shares Held
6K
Value
$761.33K
Henry Schein, Inc.
HSIC
Shares Held
6K
Value
$431.94K
Labcorp Holdings Inc.
LH
Shares Held
6K
Value
$1.53M
Becton, Dickinson and Company
BDX
Shares Held
6K
Value
$995.69K
Insmed Incorporated
INSM
Shares Held
6K
Value
$575.66K
LyondellBasell Industries N.V.
LYB
Shares Held
6K
Value
$325.01K
CRH plc
CRH
Shares Held
6K
Value
$515.55K
SBA Communications Corporation
SBAC
Shares Held
6K
Value
$1.31M
DTE Energy Company
DTE
Shares Held
5K
Value
$723.84K
Madison Square Garden Entertainment Corp.
MSGE
Shares Held
5K
Value
$218.00K
Main Street Capital Corporation
MAIN
Shares Held
5K
Value
$317.25K