CWM
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Congress Wealth Management’s 374Water SCWO Stock Holding History

Congress Wealth Management’s Portfolio SCWO Stock Details SCWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$117K Buy
+35,945
New +$121K ﹤0.01% 1161

Other funds holding SCWO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
IWA
Icon Wealth Advisors Houston, Texas $1.66B AUM 24.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Congress Wealth Management's SCWO Position: Q2 2025 in Review

Congress Wealth Management opened a new position in 374Water (SCWO) in Q2 2025: 35,945 shares worth $117K. The stake represents ﹤0.01% of the portfolio and ranks #1161 among its holdings.

73 funds tracked by Wall St. Rank hold SCWO as of Q2 2025.

  • Congress Wealth Management held 35,945 shares of 374Water worth $117K as of Q2 2025.
  • 374Water was a new Congress Wealth Management position in Q2 2025.
  • 374Water made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1161 holding.
  • 73 funds tracked by Wall St. Rank held 374Water as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.