Convergence Financial, LLC Incresed Positions in Q4 2024

Convergence Financial, LLC

  • $501 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
88
+ 5.37%
$122.65 - $138.35 $10.8K - $12.2K
1.73K $218M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
95
+ 0.17%
$65.67 - $69.79 $6.24K - $6.63K
57.6K $3.86B
JPMB
J P Morgan Usd Emerging Market

ETFs
224
+ 3.04%
$38.04 - $40.49 $8.52K - $9.07K
7.59K $289M
DUK
Duke Energy Corp

Utilities
616
+ 5.71%
$105.76 - $120.76 $65.1K - $74.4K
11.4K $1.23B
OMC
Omnicom Group Inc.

Communication Services
165
+ 6.52%
$85.82 - $105.47 $14.2K - $17.4K
2.69K $232M
MRK
Merck & Co., Inc.

Healthcare
871
+ 10.02%
$96.31 - $114.76 $83.9K - $100K
9.56K $951M
PLD
Prologis, Inc.

Real Estate
66
+ 2.88%
$101.4 - $126.96 $6.69K - $8.38K
2.36K $249M
TXN
Texas Instruments Inc

Technology
76
+ 2.66%
N/A
2.94K $550M
AFL
Aflac Inc

Financial Services
65
+ 0.93%
$100.37 - $115.27 $6.52K - $7.49K
7.02K $726M
MDLZ
Mondelez International, Inc.

Consumer Defensive
104
+ 2.39%
$59.25 - $72.99 $6.16K - $7.59K
4.45K $266M
NVS
Novartis Ag

Healthcare
58
+ 1.53%
$96.78 - $117.18 $5.61K - $6.8K
3.85K $375M
Arm Holdings PLC
454
+ 7.09%
N/A
6.86K $846M
UNP
Union Pacific Corp

Industrials
250
+ 3.36%
$223.15 - $249.32 $55.8K - $62.3K
7.7K $1.75B
FMC
Fmc Corp

Basic Materials
1.79K
+ 18.2%
$47.86 - $66.62 $85.5K - $119K
11.6K $564M
UBER
Uber Technologies, Inc

Technology
182
+ 2.81%
$59.93 - $86.34 $10.9K - $15.7K
6.67K $402M
MPC
Marathon Petroleum Corp

Energy
247
+ 4.34%
$131.65 - $174.84 $32.5K - $43.2K
5.94K $829M
ELV
Elevance Health, Inc.

Healthcare
171
+ 15.55%
$365.96 - $514.62 $62.6K - $88K
1.27K $469M
O
Realty Income Corp

Real Estate
795
+ 4.94%
$51.76 - $64.71 $41.1K - $51.4K
16.9K $901M
LOW
Lowes Companies Inc

Consumer Cyclical
202
+ 2.75%
$244.52 - $284.07 $49.4K - $57.4K
7.55K $1.86B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
162
+ 0.07%
$86.65 - $94.9 $14K - $15.4K
227K $19.7B
TMO
Thermo Fisher Scientific Inc.

Healthcare
103
+ 3.5%
$501.29 - $612.85 $51.6K - $63.1K
3.05K $1.58B
NVO
Novo Nordisk A S

Healthcare
403
+ 3.61%
$85.0 - $120.04 $34.3K - $48.4K
11.6K $994M
LLY
Eli Lilly & CO

Healthcare
56
+ 1.56%
$727.2 - $932.06 $40.7K - $52.2K
3.65K $2.82B
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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