Stock Taper 
CONGRESS WEALTH MANAGEMENT LLC / DE /
Latest 13F filing data - Q2 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Estée Lauder Companies Inc. | EL | 6.83K | $552.25K |
 Jackson Financial Inc. | JXN | 6.79K | $603.15K |
 The Toronto-Dominion Bank | TD | 6.71K | $492.55K |
 Dover Corporation | DOV | 6.7K | $1.23M |
 Simon Property Group, Inc. | SPG | 6.65K | $1.07M |
 Ventas, Inc. | VTR | 6.49K | $409.53K |
 SAP SE | SAP | 6.37K | $1.94M |
 Fidelity National Information Services, Inc. | FIS | 6.35K | $517.05K |
 KKR & Co. Inc. | KKR | 6.33K | $841.77K |
 Ameriprise Financial, Inc. | AMP | 6.31K | $3.37M |
 Agilent Technologies, Inc. | A | 6.27K | $740.59K |
 Teradyne, Inc. | TER | 6.15K | $553.24K |
 Otter Tail Corporation | OTTR | 6.13K | $472.56K |
 Old Republic International Corporation | ORI | 6.05K | $232.64K |
 BWX Technologies, Inc. | BWXT | 5.94K | $855.72K |
 Cullen/Frost Bankers, Inc. | CFR | 5.92K | $761.33K |
 Henry Schein, Inc. | HSIC | 5.91K | $431.94K |
 Labcorp Holdings Inc. | LH | 5.83K | $1.53M |
 Becton, Dickinson and Company | BDX | 5.78K | $995.69K |
 Insmed Incorporated | INSM | 5.72K | $575.66K |