Stock Taper 
CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Dow Inc. | DOW | 212.07K | $5.62M |
 Delta Air Lines, Inc. | DAL | 214.41K | $10.54M |
 Fastenal Company | FAST | 219.39K | $9.21M |
 Hawaiian Electric Industries, Inc. | HE | 222.92K | $2.37M |
 Terreno Realty Corporation | TRNO | 224.82K | $12.61M |
 Sirius XM Holdings Inc. | SIRI | 229.41K | $5.27M |
 Visa Inc. | V | 231.51K | $82.2M |
 Dominion Energy, Inc. | D | 231.99K | $13.11M |
 Kinder Morgan, Inc. | KMI | 234.18K | $6.88M |
 Pinterest, Inc. | PINS | 241.91K | $8.68M |
 Halozyme Therapeutics, Inc. | HALO | 245.18K | $12.75M |
 CVS Health Corp. | CVS | 247.45K | $17.07M |
 Uber Technologies, Inc. | UBER | 250.64K | $23.38M |
 Dell Technologies Inc. | DELL | 250.91K | $30.76M |
 Universal Technical Institute, Inc. | UTI | 251.65K | $8.53M |
 Box, Inc. | BOX | 252.03K | $8.61M |
 Kenvue Inc. | KVUE | 252.98K | $5.29M |
 Ollie's Bargain Outlet Holdings, Inc. | OLLI | 255.89K | $33.72M |
 JPMorgan Chase & Co. | JPM | 263.72K | $76.45M |
 BridgeBio Pharma, Inc. | BBIO | 269.93K | $11.66M |