Convergence Financial, LLC Incresed Positions 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
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
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
10.1K
+ 11.12%
$99.16 - $99.52 $998K - $1M
101K $10B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
7.45K
+ 394.7%
$120.5 - $145.97 $897K - $1.09M
9.34K $1.23B
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
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
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
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
ELV
Elevance Health, Inc.

Healthcare
457
+ 35.96%
$365.9 - $436.25 $167K - $199K
1.73K $752M
JPM
Jpmorgan Chase & CO

Financial Services
508
+ 3.4%
$225.19 - $279.95 $114K - $142K
15.5K $3.79B
CVLT
Commvault Systems Inc

Technology
1.23K
+ 88.47%
$146.82 - $187.9 $180K - $231K
2.62K $413M
FISV
Fiserv Inc

Technology
343
+ 4.26%
N/A
8.4K $1.85B
O
Realty Income Corp

Real Estate
2.05K
+ 12.16%
$51.67 - $58.49 $106K - $120K
18.9K $1.1B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
84
+ 33.33%
$1187.71 - $1432.58 $99.8K - $120K
336 $481M
COST
Costco Wholesale Corp

Consumer Defensive
104
+ 4.01%
$890.62 - $1076.86 $92.6K - $112K
2.7K $2.55B
ALL
Allstate Corp

Financial Services
216
+ 2.5%
$180.99 - $210.18 $39.1K - $45.4K
8.86K $1.84B
PG
Procter & Gamble CO

Consumer Defensive
738
+ 6.26%
$158.56 - $176.26 $117K - $130K
12.5K $2.14B
AMGN
Amgen Inc

Healthcare
268
+ 26.38%
$258.59 - $327.36 $69.3K - $87.7K
1.28K $400M
AVEM
American Centy ETF Tr Avantis

ETFs
1.68K
+ 9.51%
$57.11 - $62.4 $95.9K - $105K
19.3K $1.16B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.18K
+ 3.3%
$196.12 - $229.48 $427K - $499K
68.1K $13.8B
VTI
Vanguard Total Stock Market Et

ETFs
498
+ 44.39%
$271.18 - $303.12 $135K - $151K
1.62K $445M
Linde PLC
95
+ 5.96%
N/A
1.69K $786M
VZ
Verizon Communications Inc

Communication Services
1.66K
+ 20.42%
$37.81 - $46.49 $62.8K - $77.2K
9.79K $444M
WMT
Walmart Inc.

Consumer Defensive
1.49K
+ 15.83%
$84.5 - $105.05 $125K - $156K
10.9K $954M
ACN
Accenture PLC

Technology
516
+ 36.8%
$300.91 - $398.25 $155K - $205K
1.92K $598M
FTNT
Fortinet, Inc.

Technology
553
+ 1.95%
$92.49 - $114.57 $51.1K - $63.4K
28.9K $2.78B
TJX
Tjx Companies Inc

Consumer Cyclical
828
+ 43.51%
$112.81 - $126.16 $93.4K - $104K
2.73K $333M
Hartford Fds Exchange Traded
2.44K
+ 27.06%
N/A
11.4K $445M
MPC
Marathon Petroleum Corp

Energy
375
+ 6.31%
$134.72 - $159.03 $50.5K - $59.6K
6.32K $920M
VTV
Vanguard Value ETF

ETFs
455
+ 27.73%
$167.73 - $179.21 $76.3K - $81.5K
2.1K $362M
AME
Ametek Inc

Industrials
914
+ 9.43%
$170.39 - $190.43 $156K - $174K
10.6K $1.83B
META
Meta Platforms, Inc.

Communication Services
230
+ 3.71%
$576.36 - $736.67 $133K - $169K
6.43K $3.71B
JPIE
J P Morgan Exchange Traded Fd
1.5K
+ 12.53%
$45.46 - $46.18 $68K - $69K
13.4K $619M
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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