Convergence Financial, LLC Purchases in Q1 2025

Convergence Financial, LLC

  • $509 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
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
WFC
Wells Fargo & Company

Financial Services
344
+ 11.38%
$66.78 - $81.42 $23K - $28K
3.37K $242M
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
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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