
CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | DIS | 157K | $19.44M |
![]() | MO | 154K | $9.05M |
![]() | WELL | 153K | $23.48M |
![]() | USFD | 144K | $11.12M |
![]() | SM | 143K | $3.52M |
![]() | ABBV | 141K | $26.24M |
![]() | COO | 141K | $10.01M |
![]() | LAUR | 140K | $3.28M |
![]() | UAMY | 140K | $305.20K |
![]() | SHOP | 140K | $16.10M |
![]() | BK | 138K | $12.57M |
![]() | LKQ | 138K | $5.10M |
![]() | HD | 135K | $49.52M |
![]() | TROW | 133K | $12.87M |
![]() | ELF | 132K | $16.47M |
![]() | SU | 132K | $4.94M |
![]() | ETN | 128K | $45.67M |
![]() | CTVA | 127K | $9.49M |
![]() | EOG | 127K | $15.21M |
![]() | TEL | 126K | $21.18M |

The Walt Disney Company
DIS
Shares Held
157K
Value
$19.44M

Altria Group, Inc.
MO
Shares Held
154K
Value
$9.05M

Welltower Inc.
WELL
Shares Held
153K
Value
$23.48M

US Foods Holding Corp.
USFD
Shares Held
144K
Value
$11.12M

SM Energy Company
SM
Shares Held
143K
Value
$3.52M

AbbVie Inc.
ABBV
Shares Held
141K
Value
$26.24M

The Cooper Companies, Inc.
COO
Shares Held
141K
Value
$10.01M

Laureate Education, Inc.
LAUR
Shares Held
140K
Value
$3.28M

United States Antimony Corporation
UAMY
Shares Held
140K
Value
$305.20K

Shopify Inc.
SHOP
Shares Held
140K
Value
$16.10M

The Bank of New York Mellon Corporation
BK
Shares Held
138K
Value
$12.57M

LKQ Corporation
LKQ
Shares Held
138K
Value
$5.10M

The Home Depot, Inc.
HD
Shares Held
135K
Value
$49.52M

T. Rowe Price Group, Inc.
TROW
Shares Held
133K
Value
$12.87M

e.l.f. Beauty, Inc.
ELF
Shares Held
132K
Value
$16.47M

Suncor Energy Inc.
SU
Shares Held
132K
Value
$4.94M

Eaton Corporation plc
ETN
Shares Held
128K
Value
$45.67M

Corteva, Inc.
CTVA
Shares Held
127K
Value
$9.49M

EOG Resources, Inc.
EOG
Shares Held
127K
Value
$15.21M

TE Connectivity Ltd.
TEL
Shares Held
126K
Value
$21.18M
