Stock Taper

CONGRESS WEALTH MANAGEMENT LLC / DE /

Latest 13F filing data - Q2 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Agilent Technologies, Inc.A6.27K$740.59K
Ameriprise Financial, Inc.AMP6.31K$3.37M
KKR & Co. Inc.KKR6.33K$841.77K
Fidelity National Information Services, Inc.FIS6.35K$517.05K
SAP SESAP6.37K$1.94M
Ventas, Inc.VTR6.49K$409.53K
Simon Property Group, Inc.SPG6.65K$1.07M
Dover CorporationDOV6.7K$1.23M
The Toronto-Dominion BankTD6.71K$492.55K
Jackson Financial Inc.JXN6.79K$603.15K
The Estée Lauder Companies Inc.EL6.83K$552.25K
Madison Square Garden Sports Corp.MSGS6.86K$1.43M
CBRE Group, Inc.CBRE7.03K$984.59K
MKS Inc.MKSI7.08K$703.07K
American Electric Power Company, Inc.AEP7.19K$746.01K
Fidelity National Financial, Inc.FNF7.28K$408.06K
NXP Semiconductors N.V.NXPI7.49K$1.64M
Universal Display CorporationOLED7.52K$1.16M
Performance Food Group CoPFGC7.56K$660.92K
British American Tobacco p.l.c.BTI7.63K$361.23K