Convergence Financial, LLC New Holdings in Q1 2025

Convergence Financial, LLC

  • $509 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
100K
New
$33.63 - $37.64 $3.36M - $3.76M
100K $3.7B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
49K
New
$68.32 - $75.06 $3.35M - $3.68M
49K $3.66B
Franklin Templeton Digital H
18.8K
New
N/A
18.8K $898M
DOV
Dover Corp

Industrials
4.16K
New
$174.65 - $206.43 $726K - $858K
4.16K $730M
Fidelity Covington Trust
24.3K
New
N/A
24.3K $717M
MSI
Motorola Solutions, Inc.

Technology
1.01K
New
$411.73 - $482.1 $415K - $486K
1.01K $442M
CRWD
Crowd Strike Holdings, Inc.

Technology
958
New
$308.86 - $455.36 $296K - $436K
958 $338M
XOM
Exxon Mobil Corp

Energy
2.78K
New
$105.44 - $118.93 $293K - $330K
2.78K $330M
RF
Regions Financial Corp

Financial Services
13K
New
$20.84 - $24.77 $272K - $323K
13K $283M
ABBV
Abb Vie Inc.

Healthcare
1.35K
New
$169.2 - $216.66 $228K - $292K
1.35K $282M
CNA
Cna Financial Corp

Financial Services
5.29K
New
$45.86 - $51.0 $243K - $270K
5.29K $269M
ESGR
Enstar Group LTD

Financial Services
794
New
$324.4 - $333.99 $258K - $265K
794 $264M
IBOC
International Bancshares Corp

Financial Services
4.09K
New
$60.62 - $67.91 $248K - $278K
4.09K $258M
COP
Conocophillips

Energy
2.41K
New
$88.6 - $105.85 $213K - $255K
2.41K $253M
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
1.44K
New
$160.89 - $187.27 $231K - $269K
1.44K $249M
HRB
H&R Block Inc

Consumer Cyclical
4.48K
New
$49.96 - $55.97 $224K - $251K
4.48K $246M
KO
Coca Cola CO

Consumer Defensive
3.28K
New
$60.81 - $72.32 $199K - $237K
3.28K $235M
MCY
Mercury General Corp

Financial Services
4.15K
New
$47.18 - $65.75 $196K - $273K
4.15K $232M
TPR
Tapestry, Inc.

Consumer Cyclical
3.29K
New
$65.63 - $89.21 $216K - $293K
3.29K $232M
ABC
Amerisourcebergen Corp

Healthcare
821
New
N/A
821 $228M
DORM
Dorman Products, Inc.

Consumer Cyclical
1.86K
New
$120.54 - $134.79 $224K - $250K
1.86K $224M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
7.21K
New
$27.64 - $28.58 $199K - $206K
7.21K $206M
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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