Stock Taper

CONGRESS WEALTH MANAGEMENT LLC / DE /

Latest 13F filing data - Q2 2025

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Enterprise Products Partners L.P.EPD489.12K$15.17M
Microsoft CorporationMSFT490.59K$244.03M
Cisco Systems, Inc.CSCO530.64K$36.82M
Ares Capital CorporationARCC579.32K$12.72M
Pfizer Inc.PFE708.41K$17.17M
Verizon Communications Inc.VZ718.94K$31.11M
Service Properties TrustSVC741.26K$1.77M
TPG Inc.TPG775.45K$775.45K
The Coca-Cola CompanyKO1.16M$82.02M
NVIDIA CorporationNVDA1.28M$201.59M
Apple Inc.AAPL1.92M$394.34M