CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZS | 2K | $514.23K |
 | WST | 2K | $348.52K |
 | WTS | 2K | $388.06K |
 | MSTR | 1K | $593.31K |
 | REGN | 1K | $756.64K |
 | PAC | 1K | $326.52K |
 | KLAC | 1K | $1.27M |
 | WCC | 1K | $241.13K |
 | LPLA | 1K | $420.39K |
 | RACE | 1K | $538.05K |
 | NOC | 1K | $528.97K |
 | CHTR | 944 | $386.23K |
 | WSO | 933 | $412.31K |
 | PRI | 924 | $253.14K |
 | ROK | 894 | $297.39K |
 | KAI | 702 | $222.85K |
 | MTD | 556 | $653.47K |
 | GWW | 501 | $521.25K |
 | WFC-PL | 469 | $550.67K |
 | MELI | 375 | $981.17K |
Zscaler, Inc.
ZS
Shares Held
2K
Value
$514.23K
West Pharmaceutical Services, Inc.
WST
Shares Held
2K
Value
$348.52K
Watts Water Technologies, Inc.
WTS
Shares Held
2K
Value
$388.06K
MicroStrategy Incorporated
MSTR
Shares Held
1K
Value
$593.31K
Regeneron Pharmaceuticals, Inc.
REGN
Shares Held
1K
Value
$756.64K
Grupo Aeroportuario del Pacífico, S.A.B. de C.V.
PAC
Shares Held
1K
Value
$326.52K
KLA Corporation
KLAC
Shares Held
1K
Value
$1.27M
WESCO International, Inc.
WCC
Shares Held
1K
Value
$241.13K
LPL Financial Holdings Inc.
LPLA
Shares Held
1K
Value
$420.39K
Ferrari N.V.
RACE
Shares Held
1K
Value
$538.05K
Northrop Grumman Corporation
NOC
Shares Held
1K
Value
$528.97K
Charter Communications, Inc.
CHTR
Shares Held
944
Value
$386.23K
Watsco, Inc.
WSO
Shares Held
933
Value
$412.31K
Primerica, Inc.
PRI
Shares Held
924
Value
$253.14K
Rockwell Automation, Inc.
ROK
Shares Held
894
Value
$297.39K
Kadant Inc.
KAI
Shares Held
702
Value
$222.85K
Mettler-Toledo International Inc.
MTD
Shares Held
556
Value
$653.47K
W.W. Grainger, Inc.
GWW
Shares Held
501
Value
$521.25K
Wells Fargo & Company
WFC-PL
Shares Held
469
Value
$550.67K
MercadoLibre, Inc.
MELI
Shares Held
375
Value
$981.17K