Convergence Financial, LLC Purchases in Q2 2025

Convergence Financial, LLC

  • $582 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BSX
Boston Scientific Corp

Healthcare
2.34K
New
$89.7 - $107.41 $209K - $251K
2.34K $251M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
609
+ 1.94%
$55.5 - $69.0 $33.8K - $42K
32.1K $2.21B
ACN
Accenture PLC

Technology
909
+ 47.39%
$279.23 - $323.21 $254K - $294K
2.83K $845M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
4.65K
+ 9.5%
$68.13 - $74.77 $317K - $348K
53.6K $3.91B
J P Morgan Exchange Traded F
2.52K
+ 8.96%
N/A
30.7K $1.92B
IBOC
International Bancshares Corp

Financial Services
3.35K
+ 81.96%
$56.4 - $66.7 $189K - $224K
7.44K $495M
AVEM
American Centy ETF Tr Avantis

ETFs
826
+ 4.27%
$53.08 - $68.54 $43.8K - $56.6K
20.2K $1.38B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.2K
+ 6.82%
$90.56 - $109.49 $109K - $132K
18.9K $2.06B
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
2.21K
New
$89.4 - $99.04 $198K - $219K
2.21K $214M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.1K
New
$166.82 - $194.23 $183K - $213K
1.1K $213M
CAT
Caterpillar Inc

Industrials
409
+ 45.29%
$273.94 - $388.21 $112K - $159K
1.31K $509M
Hartford Fds Exchange Traded
5.36K
+ 46.82%
N/A
16.8K $653M
VUG
Vanguard Growth ETF

ETFs
48
+ 1.75%
$329.49 - $438.4 $15.8K - $21K
2.79K $1.22B
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.31K
New
$115.28 - $157.36 $150K - $205K
1.31K $205M
CBSH
Commerce Bancshares Inc

Financial Services
3.27K
New
$55.42 - $65.63 $181K - $214K
3.27K $203M
UNP
Union Pacific Corp

Industrials
1.07K
+ 12.35%
$208.27 - $238.46 $223K - $255K
9.74K $2.24B
Linde PLC
381
+ 22.57%
N/A
2.07K $971M
AME
Ametek Inc

Industrials
490
+ 4.62%
$151.41 - $182.75 $74.2K - $89.5K
11.1K $2.01B
CNA
Cna Financial Corp

Financial Services
4.4K
+ 83.16%
$45.03 - $50.88 $198K - $224K
9.69K $451M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
5.87K
+ 6.86%
$22.4 - $23.8 $131K - $140K
91.4K $2.18B
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
1.82K
+ 1.82%
$32.99 - $38.56 $60K - $70.1K
102K $3.87B
DORM
Dorman Products, Inc.

Consumer Cyclical
1.33K
+ 71.64%
$108.29 - $132.03 $144K - $176K
3.19K $391M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.9K
+ 0.35%
$24.98 - $25.66 $97.3K - $99.9K
1.12M $28.8B
HRB
H&R Block Inc

Consumer Cyclical
3.04K
+ 67.81%
$54.32 - $63.04 $165K - $192K
7.52K $413M
ABC
Amerisourcebergen Corp

Healthcare
460
+ 56.03%
N/A
1.28K $384M
ABBV
Abb Vie Inc.

Healthcare
999
+ 74.11%
$170.16 - $206.27 $170K - $206K
2.35K $436M
COST
Costco Wholesale Corp

Consumer Defensive
34
+ 1.26%
$908.13 - $1056.85 $30.9K - $35.9K
2.73K $2.7B
MPC
Marathon Petroleum Corp

Energy
29
+ 0.46%
$118.55 - $170.08 $3.44K - $4.93K
6.35K $1.05B
CRM
Salesforce, Inc.

Technology
384
+ 6.25%
$236.26 - $291.15 $90.7K - $112K
6.53K $1.78B
GOOG
Alphabet Inc.

Communication Services
479
+ 22.19%
$146.58 - $180.01 $70.2K - $86.2K
2.64K $468M
TMUS
T Mobile Us, Inc.

Communication Services
561
+ 54.15%
$220.99 - $268.54 $124K - $151K
1.6K $381M
V
Visa Inc.

Financial Services
221
+ 5.99%
$308.27 - $373.31 $68.1K - $82.5K
3.91K $1.39B
IVV
Ishares Core S&P 500 ETF

ETFs
35
+ 2.85%
$498.8 - $620.9 $17.5K - $21.7K
1.26K $784M
Blackrock Inc
2
+ 0.26%
N/A
760 $798M
VZ
Verizon Communications Inc

Communication Services
2.25K
+ 23.0%
$41.67 - $45.62 $93.9K - $103K
12K $521M
HON
Honeywell International Inc

Industrials
147
+ 7.31%
$182.86 - $232.88 $26.9K - $34.2K
2.16K $502M
LMT
Lockheed Martin Corp

Industrials
102
+ 6.34%
$430.82 - $486.45 $43.9K - $49.6K
1.71K $792M
QQQ
Invesco Qqq Trust, Series 1

ETFs
60
+ 14.02%
$416.06 - $551.64 $25K - $33.1K
488 $269M
O
Realty Income Corp

Real Estate
1.28K
+ 6.76%
$52.27 - $58.52 $66.9K - $74.9K
20.2K $1.16B
TPR
Tapestry, Inc.

Consumer Cyclical
98
+ 2.98%
$60.6 - $87.81 $5.94K - $8.61K
3.39K $297M
WFC
Wells Fargo & Company

Financial Services
268
+ 7.96%
$60.98 - $80.12 $16.3K - $21.5K
3.64K $291M
VIG
Vanguard Dividend Appreciation

ETFs
96
+ 3.5%
N/A
2.84K $581M
NVO
Novo Nordisk A S

Healthcare
724
+ 5.78%
$58.08 - $81.05 $42K - $58.7K
13.2K $914M
CSCO
Cisco Systems, Inc.

Technology
51
+ 0.99%
$53.19 - $69.38 $2.71K - $3.54K
5.21K $361M
LLY
Eli Lilly & CO

Healthcare
291
+ 7.32%
$713.71 - $898.95 $208K - $262K
4.27K $3.33B
JPIE
J P Morgan Exchange Traded Fd
841
+ 6.26%
$45.12 - $46.32 $37.9K - $39K
14.3K $661M
VTV
Vanguard Value ETF

ETFs
163
+ 7.78%
$153.67 - $176.74 $25K - $28.8K
2.26K $399M
AMGN
Amgen Inc

Healthcare
277
+ 21.57%
$262.28 - $309.85 $72.7K - $85.8K
1.56K $436M
NVS
Novartis Ag

Healthcare
18
+ 0.6%
$101.96 - $121.01 $1.84K - $2.18K
3.02K $365M
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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