Convergence Financial, LLC Portfolio Holdings

Convergence Financial, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $509 Billion distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $33.4B, Spdr Portfolio with a value of $33B, Spdr Portfolio Aggregate Bond with a value of $28.6B, Franklin Templeton ETF Tr Libe with a value of $27.3B, and Spdr Portfolio S&P 500 Value E with a value of $26.4B.

Examining the 13F form we can see an increase of $7.83B in the current position value, from $501B to 509B.

Convergence Financial, LLC is based out at Columbia, MO

Below you can find more details about Convergence Financial, LLC portfolio as well as his latest detailed transactions.