Stock Taper 
CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Halozyme Therapeutics, Inc. | HALO | 245.18K | $12.75M |
 Pinterest, Inc. | PINS | 241.91K | $8.68M |
 Kinder Morgan, Inc. | KMI | 234.18K | $6.88M |
 Dominion Energy, Inc. | D | 231.99K | $13.11M |
 Visa Inc. | V | 231.51K | $82.2M |
 Sirius XM Holdings Inc. | SIRI | 229.41K | $5.27M |
 Terreno Realty Corporation | TRNO | 224.82K | $12.61M |
 Hawaiian Electric Industries, Inc. | HE | 222.92K | $2.37M |
 Fastenal Company | FAST | 219.39K | $9.21M |
 Delta Air Lines, Inc. | DAL | 214.41K | $10.54M |
 Dow Inc. | DOW | 212.07K | $5.62M |
 Comcast Corporation | CMCSA | 209.87K | $7.49M |
 Calix, Inc. | CALX | 207K | $11.01M |
 Citigroup Inc. | C | 205.34K | $17.48M |
 nVent Electric plc | NVT | 201.46K | $14.76M |
 Pliant Therapeutics, Inc. | PLRX | 199.92K | $231.91K |
 Lincoln National Corporation | LNC | 199.78K | $6.91M |
 Bank of America Corporation | BAC | 194.24K | $9.19M |
 The Procter & Gamble Company | PG | 194.08K | $30.92M |
 Howmet Aerospace Inc. | HWM | 191.73K | $35.69M |