Convergence Financial, LLC Incresed Positions in Q4 2024

Convergence Financial, LLC

  • $501 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
1.7K
+ 6.26%
$213.65 - $479.86 $363K - $816K
28.9K $11.7B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
104K
+ 20.51%
$51.09 - $55.27 $5.29M - $5.72M
609K $31.1B
XLK
Technology Sector Spdr

ETFs
7.52K
+ 17.66%
$220.26 - $241.44 $1.66M - $1.82M
50.1K $11.6B
AVGO
Broadcom Inc.

Technology
85
+ 0.32%
$159.67 - $250.0 $13.6K - $21.3K
27K $6.26B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
15.7K
+ 7.2%
$84.34 - $95.14 $1.33M - $1.5M
234K $20.4B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
15.7K
+ 6.26%
$78.43 - $87.17 $1.23M - $1.36M
266K $21.3B
AVUV
American Centy ETF Tr Avantis

ETFs
13.2K
+ 16.32%
$94.37 - $106.41 $1.25M - $1.41M
94.4K $9.12B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17.8K
+ 26.52%
$61.68 - $67.87 $1.1M - $1.21M
84.7K $5.28B
AMZN
Amazon Com Inc

Consumer Cyclical
156
+ 0.53%
$180.88 - $232.93 $28.2K - $36.3K
29.4K $6.44B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.01K
+ 29.4%
$113.92 - $127.38 $1.03M - $1.15M
39.6K $4.57B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
15.5K
+ 7.29%
$89.9 - $100.66 $1.39M - $1.56M
228K $20.6B
GOOGL
Alphabet Inc.

Communication Services
959
+ 3.6%
$161.86 - $196.66 $155K - $189K
27.6K $5.23B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
2.56K
+ 4.03%
$201.32 - $217.44 $515K - $556K
65.9K $13.6B
CGCP
Capital Group Core Plus Income

ETFs
50.5K
+ 11.63%
$22.13 - $23.17 $1.12M - $1.17M
485K $10.8B
CGDV
Capital Group Divid Value ETF

ETFs
14.7K
+ 210.98%
$35.16 - $37.12 $515K - $544K
21.6K $762M
JPM
Jpmorgan Chase & CO

Financial Services
307
+ 2.1%
$205.18 - $250.29 $63K - $76.8K
15K $3.58B
IEMG
Ishares Inc

ETFs
14K
+ 28.72%
N/A
62.6K $3.27B
CRM
Salesforce, Inc.

Technology
42
+ 0.73%
$270.87 - $367.87 $11.4K - $15.5K
5.79K $1.93B
NOW
Service Now, Inc.

Technology
27
+ 1.35%
$867.18 - $1148.42 $23.4K - $31K
2.03K $2.15B
IBM
International Business Machines Corp

Technology
1.13K
+ 78.06%
$204.9 - $238.04 $231K - $269K
2.57K $566M
FISV
Fiserv Inc

Technology
133
+ 1.68%
N/A
8.06K $1.65B
ACN
Accenture PLC

Technology
659
+ 88.69%
$343.9 - $376.86 $227K - $248K
1.4K $493M
GS
Goldman Sachs Group Inc

Financial Services
42
+ 1.98%
$486.1 - $608.57 $20.4K - $25.6K
2.16K $1.24B
V
Visa Inc.

Financial Services
97
+ 2.55%
$273.87 - $320.91 $26.6K - $31.1K
3.91K $1.24B
AME
Ametek Inc

Industrials
536
+ 5.85%
$165.89 - $197.38 $88.9K - $106K
9.69K $1.75B
J P Morgan Exchange Traded F
2.03K
+ 8.09%
N/A
27.1K $1.68B
META
Meta Platforms, Inc.

Communication Services
117
+ 1.92%
$554.08 - $632.68 $64.8K - $74K
6.2K $3.63B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
367
+ 7.77%
$442.29 - $483.08 $162K - $177K
5.09K $2.31B
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
4
+ 0.15%
$338.38 - $446.21 $1.35K - $1.78K
2.76K $1.2B
DLR
Digital Realty Trust, Inc.

Real Estate
195
+ 4.54%
$156.46 - $195.69 $30.5K - $38.2K
4.49K $797M
COF
Capital One Financial Corp

Financial Services
112
+ 4.74%
$145.19 - $192.01 $16.3K - $21.5K
2.47K $441M
JPIE
J P Morgan Exchange Traded Fd
1.76K
+ 17.35%
$45.59 - $46.25 $80.4K - $81.6K
11.9K $544M
CVX
Chevron Corp

Energy
652
+ 6.71%
$141.15 - $162.53 $92K - $106K
10.4K $1.5B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
112
+ 14.78%
$521.84 - $558.82 $58.4K - $62.6K
870 $469M
CAT
Caterpillar Inc

Industrials
239
+ 29.11%
$360.37 - $416.88 $86.1K - $99.6K
1.06K $384M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.33%
$4100.99 - $5300.34 $4.1K - $5.3K
76 $378M
AMGN
Amgen Inc

Healthcare
382
+ 60.25%
$258.78 - $328.31 $98.9K - $125K
1.02K $265M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.51K
+ 5.73%
$23.29 - $23.93 $105K - $108K
83.2K $1.95B
NFLX
Netflix Inc

Communication Services
1
+ 0.34%
$687.65 - $936.56 $688 - $937
299 $267M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
2.39K
+ 8.85%
$44.21 - $46.46 $106K - $111K
29.4K $1.3B
PANW
Palo Alto Networks Inc

Technology
823
+ 130.02%
$181.96 - $405.9 $150K - $334K
1.46K $265M
VZ
Verizon Communications Inc

Communication Services
1.91K
+ 30.78%
$39.6 - $45.21 $75.8K - $86.5K
8.13K $325M
CGGO
Capital Group Global Growth Eq

ETFs
2.13K
+ 7.26%
$29.21 - $30.67 $62.1K - $65.2K
31.4K $917M
CGGR
Capital Group Growth ETF Shs C

ETFs
437
+ 7.52%
$34.49 - $39.24 $15.1K - $17.1K
6.25K $232M
DE
Deere & CO

Industrials
32
+ 1.44%
$389.45 - $466.0 $12.5K - $14.9K
2.26K $956M
ITW
Illinois Tool Works Inc

Industrials
65
+ 6.78%
$253.56 - $278.5 $16.5K - $18.1K
1.02K $260M
LMT
Lockheed Martin Corp

Industrials
241
+ 21.69%
$479.66 - $614.62 $116K - $148K
1.35K $657M
SPMD
Spdr Portfolio

ETFs
6
+ 0.14%
$54.13 - $59.56 $325 - $357
4.23K $231M
GIS
General Mills Inc

Consumer Defensive
578
+ 15.45%
$62.78 - $74.62 $36.3K - $43.1K
4.32K $275M
Activity Summary
Buys All Purchases 91 New Holdings 17 Increased Positions 74 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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