Convergence Financial, LLC Incresed Positions in Q1 2025

Convergence Financial, LLC

  • $509 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GS
Goldman Sachs Group Inc

Financial Services
218
+ 10.08%
$524.81 - $672.19 $114K - $147K
2.38K $1.3B
LMT
Lockheed Martin Corp

Industrials
257
+ 19.01%
$423.19 - $506.29 $109K - $130K
1.61K $719M
GIS
General Mills Inc

Consumer Defensive
1.29K
+ 29.9%
$57.56 - $65.3 $74.3K - $84.3K
5.61K $335M
ROP
Roper Technologies Inc

Industrials
22
+ 3.3%
$502.71 - $593.81 $11.1K - $13.1K
689 $406M
MDLZ
Mondelez International, Inc.

Consumer Defensive
320
+ 7.19%
$56.12 - $68.15 $18K - $21.8K
4.77K $324M
CSCO
Cisco Systems, Inc.

Technology
724
+ 16.34%
$58.74 - $64.87 $42.5K - $47K
5.16K $318M
LOW
Lowes Companies Inc

Consumer Cyclical
678
+ 8.98%
$222.66 - $268.42 $151K - $182K
8.23K $1.92B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
2.32K
+ 2.78%
$23.32 - $23.84 $54K - $55.2K
85.5K $2B
TMO
Thermo Fisher Scientific Inc.

Healthcare
219
+ 7.19%
$497.6 - $606.74 $109K - $133K
3.26K $1.62B
NFLX
Netflix Inc

Communication Services
25
+ 8.36%
$828.4 - $1058.6 $20.7K - $26.5K
324 $302M
OMC
Omnicom Group Inc.

Communication Services
396
+ 14.7%
$79.43 - $88.34 $31.5K - $35K
3.09K $256M
ENB
Enbridge Inc

Energy
293
+ 5.28%
$41.54 - $45.45 $12.2K - $13.3K
5.84K $259M
VB
Vanguard Small Cap ETF

ETFs
247
+ 13.73%
$217.89 - $252.64 $53.8K - $62.4K
2.05K $454M
DHR
Danaher Corp

Healthcare
223
+ 21.86%
$201.62 - $250.59 $45K - $55.9K
1.24K $255M
ITW
Illinois Tool Works Inc

Industrials
97
+ 9.47%
$244.9 - $274.48 $23.8K - $26.6K
1.12K $278M
VUG
Vanguard Growth ETF

ETFs
308
+ 12.67%
$369.1 - $427.61 $114K - $132K
2.74K $1.02B
UNH
Unitedhealth Group Inc

Healthcare
14
+ 2.84%
$461.52 - $548.18 $6.46K - $7.67K
507 $265M
VO
Vanguard Mid Cap ETF

ETFs
88
+ 5.61%
$251.87 - $277.95 $22.2K - $24.5K
1.66K $429M
JPMB
J P Morgan Usd Emerging Market

ETFs
168
+ 2.21%
$37.79 - $39.03 $6.35K - $6.56K
7.76K $299M
SPY
Spdr S&P 500 ETF Trust

ETFs
111
+ 5.58%
$551.42 - $612.93 $61.2K - $68K
2.1K $1.17B
NEE
Nextera Energy Inc

Utilities
173
+ 3.45%
$66.96 - $76.16 $11.6K - $13.2K
5.19K $368M
HD
Home Depot, Inc.

Consumer Cyclical
38
+ 6.82%
$347.25 - $424.87 $13.2K - $16.1K
595 $218M
J P Morgan Exchange Traded F
1.06K
+ 3.92%
N/A
28.1K $1.68B
HON
Honeywell International Inc

Industrials
90
+ 4.69%
$202.75 - $226.52 $18.2K - $20.4K
2.01K $426M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21
+ 2.41%
$507.05 - $563.67 $10.6K - $11.8K
891 $458M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.32%
$4295.4 - $5141.88 $4.3K - $5.14K
77 $355M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
28
+ 1.21%
$126.86 - $146.45 $3.55K - $4.1K
2.34K $297M
FMC
Fmc Corp

Basic Materials
929
+ 8.01%
$34.54 - $56.38 $32.1K - $52.4K
12.5K $529M
MRK
Merck & Co., Inc.

Healthcare
503
+ 5.26%
$83.01 - $101.02 $41.8K - $50.8K
10.1K $903M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
288
+ 10.44%
$314.47 - $431.35 $90.6K - $124K
3.05K $1.12B
Arm Holdings PLC
136
+ 1.98%
N/A
6.99K $747M
NVO
Novo Nordisk A S

Healthcare
967
+ 8.37%
$69.3 - $90.95 $67K - $87.9K
12.5K $869M
COIN
Coinbase Global, Inc.

Technology
12
+ 0.59%
$172.23 - $301.3 $2.07K - $3.62K
2.05K $353M
CRM
Salesforce, Inc.

Technology
361
+ 6.24%
$268.36 - $359.95 $96.9K - $130K
6.15K $1.65B
NOW
Service Now, Inc.

Technology
99
+ 4.88%
$783.83 - $1170.39 $77.6K - $116K
2.13K $1.69B
AAPL
Apple Inc.

Technology
2.59K
+ 6.88%
$209.68 - $247.1 $543K - $639K
40.2K $8.93B
MSFT
Microsoft Corp

Technology
463
+ 3.0%
$375.39 - $447.2 $174K - $207K
15.9K $5.97B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.16K
+ 0.81%
$75.47 - $84.24 $163K - $182K
268K $20.6B
AVUV
American Centy ETF Tr Avantis

ETFs
984
+ 1.04%
$84.95 - $100.62 $83.6K - $99K
95.4K $8.32B
XLK
Technology Sector Spdr

ETFs
2.19K
+ 4.37%
$206.38 - $242.18 $451K - $530K
52.3K $10.8B
GOOGL
Alphabet Inc.

Communication Services
325
+ 1.18%
$154.33 - $206.19 $50.2K - $67K
27.9K $4.32B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
5.25K
+ 2.3%
$80.73 - $94.96 $424K - $498K
233K $19.4B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
4.28K
+ 1.89%
$77.91 - $92.26 $333K - $395K
231K $18.3B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
5.88K
+ 2.51%
$77.33 - $90.16 $455K - $530K
240K $18.8B
AVGO
Broadcom Inc.

Technology
621
+ 2.3%
$167.43 - $244.7 $104K - $152K
27.6K $4.62B
TSLA
Tesla, Inc.

Consumer Cyclical
5K
+ 17.32%
$222.15 - $428.22 $1.11M - $2.14M
33.9K $8.78B
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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