Convergence Financial, LLC Purchases in Q2 2025

Convergence Financial, LLC

  • $582 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
95.1K
New
N/A
95.1K $10B
SPYG
Spdr Portfolio

ETFs
14.7K
+ 3.58%
$71.83 - $95.32 $1.05M - $1.4M
425K $40.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
8.33K
+ 397.0%
$496.48 - $617.85 $4.14M - $5.15M
10.4K $6.45B
Global X Fds
50.6K
New
N/A
50.6K $5.08B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
36.9K
New
$82.32 - $112.47 $3.04M - $4.15M
36.9K $4.15B
XLK
Technology Sector Spdr

ETFs
6.61K
+ 12.64%
$179.73 - $253.23 $1.19M - $1.67M
58.9K $14.9B
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
56K
New
$56.88 - $70.77 $3.19M - $3.96M
56K $3.96B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.11K
+ 7.51%
$180.84 - $240.32 $924K - $1.23M
73.2K $17.6B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
14.8K
+ 6.43%
$70.44 - $86.87 $1.05M - $1.29M
246K $21.3B
IEMG
Ishares Inc

ETFs
40.6K
+ 74.68%
N/A
95K $5.71B
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
45.3K
+ 31.99%
$32.66 - $40.75 $1.48M - $1.85M
187K $7.57B
MSFT
Microsoft Corp

Technology
651
+ 4.09%
$354.56 - $497.45 $231K - $324K
16.6K $8.24B
Ishares Bitcoin Trust ETF
33.5K
+ 239.8%
N/A
47.5K $2.91B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
14.2K
+ 5.32%
$66.87 - $79.47 $952K - $1.13M
282K $22.4B
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
17.5K
+ 5.59%
$56.84 - $65.5 $993K - $1.14M
330K $21.6B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8.16K
+ 5.01%
$58.41 - $72.69 $477K - $593K
171K $12.4B
INTU
Intuit Inc

Technology
2.18K
New
$544.07 - $787.63 $1.18M - $1.71M
2.18K $1.71B
AMZN
Amazon Com Inc

Consumer Cyclical
3.44K
+ 11.77%
$167.32 - $223.3 $576K - $769K
32.7K $7.17B
META
Meta Platforms, Inc.

Communication Services
486
+ 7.55%
$484.66 - $738.09 $236K - $359K
6.92K $5.11B
GOOGL
Alphabet Inc.

Communication Services
3.26K
+ 11.66%
$144.7 - $178.6 $472K - $582K
31.2K $5.5B
Simplify Exchange Traded Fun
22.8K
+ 8.98%
N/A
276K $13.8B
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.23K
+ 50.82%
$108.12 - $135.04 $674K - $842K
18.5K $2.5B
AVUV
American Centy ETF Tr Avantis

ETFs
6.24K
+ 6.54%
$75.17 - $91.21 $469K - $569K
102K $9.26B
UI
Ubiquiti Inc.

Technology
2.28K
New
$273.45 - $456.69 $624K - $1.04M
2.28K $939M
NLOK
Norton Life Lock Inc.

Technology
28.6K
New
N/A
28.6K $840M
CGDV
Capital Group Divid Value ETF

ETFs
10.5K
+ 10.59%
$31.93 - $39.49 $336K - $416K
110K $4.35B
NOW
Service Now, Inc.

Technology
295
+ 13.86%
$721.65 - $1040.18 $213K - $307K
2.42K $2.49B
JPM
Jpmorgan Chase & CO

Financial Services
23
+ 0.15%
$210.28 - $289.91 $4.84K - $6.67K
15.5K $4.49B
GS
Goldman Sachs Group Inc

Financial Services
416
+ 17.47%
$462.22 - $707.75 $192K - $294K
2.8K $1.98B
WINN
Harbor ETF Tr Harbor Long Term

ETFs
14.1K
+ 30.39%
N/A
60.6K $1.77B
Arm Holdings PLC
500
+ 7.15%
N/A
7.49K $1.21B
CGGR
Capital Group Growth ETF Shs C

ETFs
731
+ 1.2%
$30.53 - $40.65 $22.3K - $29.7K
61.8K $2.51B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
211
+ 6.92%
$328.01 - $475.68 $69.2K - $100K
3.26K $1.52B
CRWD
Crowd Strike Holdings, Inc.

Technology
502
+ 52.4%
$321.63 - $509.31 $161K - $256K
1.46K $744M
Fidelity Covington Trust
10.3K
+ 42.39%
N/A
34.6K $1.11B
DHR
Danaher Corp

Healthcare
2.01K
+ 161.87%
$174.64 - $205.16 $351K - $413K
3.26K $643M
WMT
Walmart Inc.

Consumer Defensive
2.6K
+ 23.91%
$81.79 - $99.98 $212K - $260K
13.5K $1.32B
FTNT
Fortinet, Inc.

Technology
841
+ 2.91%
$84.71 - $108.69 $71.2K - $91.4K
29.7K $3.15B
BWX
Spdr Bloomberg International T

ETFs
13.2K
+ 41.42%
$21.87 - $23.49 $289K - $310K
45.1K $1.06B
PANW
Palo Alto Networks Inc

Technology
1.14K
+ 31.77%
$152.44 - $204.64 $174K - $234K
4.74K $969M
MUSA
Murphy Usa Inc.

Consumer Cyclical
873
New
$388.56 - $520.27 $339K - $454K
873 $355M
MCY
Mercury General Corp

Financial Services
4.2K
+ 101.16%
$49.04 - $67.34 $206K - $283K
8.35K $563M
MSI
Motorola Solutions, Inc.

Technology
823
+ 81.57%
$394.72 - $440.39 $325K - $362K
1.83K $770M
NOC
Northrop Grumman Corp

Industrials
642
New
$456.3 - $540.39 $293K - $347K
642 $321M
CTAS
Cintas Corp

Industrials
1.44K
New
$190.11 - $227.66 $273K - $327K
1.44K $320M
WM
Waste Management Inc

Industrials
1.36K
New
$216.47 - $242.1 $295K - $330K
1.36K $312M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
7.09K
New
$32.67 - $39.83 $232K - $282K
7.09K $282M
MO
Altria Group, Inc.

Consumer Defensive
4.61K
New
$55.56 - $60.91 $256K - $281K
4.61K $270M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
7.79K
+ 2317.86%
$87.84 - $1441.89 $684K - $11.2M
8.12K $732M
Activity Summary
Buys All Purchases 120 New Holdings 18 Increased Positions 102 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 1
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