CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HALO | 245K | $12.75M |
 | PINS | 242K | $8.68M |
 | KMI | 234K | $6.88M |
 | D | 232K | $13.11M |
 | V | 232K | $82.20M |
 | SIRI | 229K | $5.27M |
 | TRNO | 225K | $12.61M |
 | HE | 223K | $2.37M |
 | FAST | 219K | $9.21M |
 | DAL | 214K | $10.54M |
 | DOW | 212K | $5.62M |
 | CMCSA | 210K | $7.49M |
 | CALX | 207K | $11.01M |
 | C | 205K | $17.48M |
 | NVT | 201K | $14.76M |
 | PLRX | 200K | $231.91K |
 | LNC | 200K | $6.91M |
 | BAC | 194K | $9.19M |
 | PG | 194K | $30.92M |
 | HWM | 192K | $35.69M |
Halozyme Therapeutics, Inc.
HALO
Shares Held
245K
Value
$12.75M
Pinterest, Inc.
PINS
Shares Held
242K
Value
$8.68M
Kinder Morgan, Inc.
KMI
Shares Held
234K
Value
$6.88M
Dominion Energy, Inc.
D
Shares Held
232K
Value
$13.11M
Visa Inc.
V
Shares Held
232K
Value
$82.20M
Sirius XM Holdings Inc.
SIRI
Shares Held
229K
Value
$5.27M
Terreno Realty Corporation
TRNO
Shares Held
225K
Value
$12.61M
Hawaiian Electric Industries, Inc.
HE
Shares Held
223K
Value
$2.37M
Fastenal Company
FAST
Shares Held
219K
Value
$9.21M
Delta Air Lines, Inc.
DAL
Shares Held
214K
Value
$10.54M
Dow Inc.
DOW
Shares Held
212K
Value
$5.62M
Comcast Corporation
CMCSA
Shares Held
210K
Value
$7.49M
Calix, Inc.
CALX
Shares Held
207K
Value
$11.01M
Citigroup Inc.
C
Shares Held
205K
Value
$17.48M
nVent Electric plc
NVT
Shares Held
201K
Value
$14.76M
Pliant Therapeutics, Inc.
PLRX
Shares Held
200K
Value
$231.91K
Lincoln National Corporation
LNC
Shares Held
200K
Value
$6.91M
Bank of America Corporation
BAC
Shares Held
194K
Value
$9.19M
The Procter & Gamble Company
PG
Shares Held
194K
Value
$30.92M
Howmet Aerospace Inc.
HWM
Shares Held
192K
Value
$35.69M