Convergence Financial, LLC Incresed Positions in Q2 2025

Convergence Financial, LLC

  • $582 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
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
VBK
Vanguard Small Cap Growth ETF

ETFs
24
+ 2.56%
$219.76 - $276.94 $5.27K - $6.65K
960 $266M
NEE
Nextera Energy Inc

Utilities
525
+ 10.11%
$64.11 - $75.0 $33.7K - $39.4K
5.72K $397M
ENB
Enbridge Inc

Energy
474
+ 8.12%
$41.09 - $47.16 $19.5K - $22.4K
6.31K $286M
MA
Mastercard Inc

Financial Services
22
+ 2.06%
$479.92 - $590.74 $10.6K - $13K
1.09K $613M
RF
Regions Financial Corp

Financial Services
48
+ 0.37%
$18.34 - $23.52 $880 - $1.13K
13.1K $308M
JPMB
J P Morgan Usd Emerging Market

ETFs
519
+ 6.69%
$36.77 - $38.96 $19.1K - $20.2K
8.28K $323M
TJX
Tjx Companies Inc

Consumer Cyclical
75
+ 2.75%
$119.13 - $135.03 $8.93K - $10.1K
2.81K $347M
DUK
Duke Energy Corp

Utilities
459
+ 3.58%
$112.46 - $124.05 $51.6K - $56.9K
13.3K $1.57B
ELV
Elevance Health, Inc.

Healthcare
206
+ 11.92%
$372.27 - $452.69 $76.7K - $93.3K
1.93K $752M
XOM
Exxon Mobil Corp

Energy
227
+ 8.17%
$99.93 - $119.04 $22.7K - $27K
3.01K $324M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
480
+ 8.89%
$483.48 - $539.8 $232K - $259K
5.88K $2.86B
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
207
+ 2.22%
$101.91 - $134.83 $21.1K - $27.9K
9.54K $1.2B
AAPL
Apple Inc.

Technology
3.17K
+ 7.88%
$172.42 - $223.89 $546K - $709K
43.4K $8.9B
COP
Conocophillips

Energy
1
+ 0.04%
$82.66 - $106.1 $82.7 - $106
2.41K $216M
MRK
Merck & Co., Inc.

Healthcare
873
+ 8.68%
$73.47 - $87.12 $64.1K - $76.1K
10.9K $866M
LOW
Lowes Companies Inc

Consumer Cyclical
250
+ 3.04%
$210.83 - $235.28 $52.7K - $58.8K
8.48K $1.88B
ALL
Allstate Corp

Financial Services
7
+ 0.08%
$180.53 - $212.64 $1.26K - $1.49K
8.87K $1.79B
JNJ
Johnson & Johnson

Healthcare
132
+ 2.13%
$146.36 - $159.82 $19.3K - $21.1K
6.33K $967M
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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