Convergence Financial, LLC Purchases in Q1 2025

Convergence Financial, LLC

  • $509 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
69.3K
+ 74.17%
$64.88 - $72.1 $4.5M - $5M
163K $10.7B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
100K
New
$33.63 - $37.64 $3.36M - $3.76M
100K $3.7B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
49K
New
$68.32 - $75.06 $3.35M - $3.68M
49K $3.66B
CGDV
Capital Group Divid Value ETF

ETFs
77.9K
+ 360.67%
$34.95 - $37.36 $2.72M - $2.91M
99.5K $3.55B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
59.4K
+ 72.04%
$33.84 - $37.77 $2.01M - $2.24M
142K $5.16B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
66.5K
+ 6.31%
$24.73 - $25.62 $1.64M - $1.7M
1.12M $28.6B
CGGR
Capital Group Growth ETF Shs C

ETFs
54.8K
+ 876.82%
$33.98 - $39.84 $1.86M - $2.18M
61.1K $2.09B
FLCB
Franklin Templeton ETF Tr Libe

ETFs
60.1K
+ 4.97%
$20.83 - $21.52 $1.25M - $1.29M
1.27M $27.3B
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.5K
+ 587.61%
$120.29 - $134.6 $1.26M - $1.41M
12.3K $1.5B
VUSB
Vanguard Bd Index Fds
21.6K
+ 99.15%
N/A
43.3K $2.16B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
7.45K
+ 394.7%
$120.5 - $145.97 $897K - $1.09M
9.34K $1.23B
Simplify Exchange Traded Fun
16.9K
+ 7.13%
N/A
253K $12.7B
Franklin Templeton Digital H
18.8K
New
N/A
18.8K $898M
DOV
Dover Corp

Industrials
4.16K
New
$174.65 - $206.43 $726K - $858K
4.16K $730M
Fidelity Covington Trust
24.3K
New
N/A
24.3K $717M
MSTR
Microstrategy Inc

Technology
2.4K
+ 318.41%
$239.27 - $396.5 $575K - $953K
3.16K $911M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
27.3K
+ 142.02%
N/A
46.5K $1.14B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
5.36K
+ 1.49%
$91.45 - $91.75 $490K - $492K
364K $33.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
307
+ 6.03%
$442.66 - $534.52 $136K - $164K
5.4K $2.88B
LLY
Eli Lilly & CO

Healthcare
323
+ 8.84%
$725.72 - $929.72 $234K - $300K
3.98K $3.28B
MSI
Motorola Solutions, Inc.

Technology
1.01K
New
$411.73 - $482.1 $415K - $486K
1.01K $442M
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
5.2K
+ 1.69%
$61.9 - $66.89 $322K - $347K
313K $19.9B
DE
Deere & CO

Industrials
579
+ 25.66%
$408.57 - $509.27 $237K - $295K
2.84K $1.33B
PANW
Palo Alto Networks Inc

Technology
2.14K
+ 146.91%
$167.82 - $208.28 $359K - $446K
3.6K $613M
CRWD
Crowd Strike Holdings, Inc.

Technology
958
New
$308.86 - $455.36 $296K - $436K
958 $338M
CGCP
Capital Group Core Plus Income

ETFs
9.55K
+ 1.97%
$21.94 - $22.64 $209K - $216K
494K $11.1B
DUK
Duke Energy Corp

Utilities
1.4K
+ 12.23%
$105.87 - $121.97 $148K - $170K
12.8K $1.56B
XOM
Exxon Mobil Corp

Energy
2.78K
New
$105.44 - $118.93 $293K - $330K
2.78K $330M
IBM
International Business Machines Corp

Technology
977
+ 37.97%
$217.4 - $264.74 $212K - $259K
3.55K $883M
Ishares Bitcoin Trust ETF
7.36K
+ 111.03%
N/A
14K $655M
UNP
Union Pacific Corp

Industrials
974
+ 12.66%
$225.21 - $254.42 $219K - $248K
8.67K $2.05B
JNJ
Johnson & Johnson

Healthcare
1.1K
+ 21.54%
$142.06 - $167.7 $156K - $184K
6.2K $1.03B
RF
Regions Financial Corp

Financial Services
13K
New
$20.84 - $24.77 $272K - $323K
13K $283M
ELV
Elevance Health, Inc.

Healthcare
457
+ 35.96%
$365.9 - $436.25 $167K - $199K
1.73K $752M
ABBV
Abb Vie Inc.

Healthcare
1.35K
New
$169.2 - $216.66 $228K - $292K
1.35K $282M
TMUS
T Mobile Us, Inc.

Communication Services
1.04K
New
$211.3 - $272.83 $219K - $283K
1.04K $276M
CNA
Cna Financial Corp

Financial Services
5.29K
New
$45.86 - $51.0 $243K - $270K
5.29K $269M
ESGR
Enstar Group LTD

Financial Services
794
New
$324.4 - $333.99 $258K - $265K
794 $264M
IBOC
International Bancshares Corp

Financial Services
4.09K
New
$60.62 - $67.91 $248K - $278K
4.09K $258M
COP
Conocophillips

Energy
2.41K
New
$88.6 - $105.85 $213K - $255K
2.41K $253M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.44K
New
$160.89 - $187.27 $231K - $269K
1.44K $249M
HRB
H&R Block Inc

Consumer Cyclical
4.48K
New
$49.96 - $55.97 $224K - $251K
4.48K $246M
KO
Coca Cola CO

Consumer Defensive
3.28K
New
$60.81 - $72.32 $199K - $237K
3.28K $235M
MCY
Mercury General Corp

Financial Services
4.15K
New
$47.18 - $65.75 $196K - $273K
4.15K $232M
TPR
Tapestry, Inc.

Consumer Cyclical
3.29K
New
$65.63 - $89.21 $216K - $293K
3.29K $232M
ABC
Amerisourcebergen Corp

Healthcare
821
New
N/A
821 $228M
DORM
Dorman Products, Inc.

Consumer Cyclical
1.86K
New
$120.54 - $134.79 $224K - $250K
1.86K $224M
JPM
Jpmorgan Chase & CO

Financial Services
508
+ 3.4%
$225.19 - $279.95 $114K - $142K
15.5K $3.79B
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.21K
New
$27.64 - $28.58 $199K - $206K
7.21K $206M
Activity Summary
Buys All Purchases 120 New Holdings 23 Increased Positions 97 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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