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.
Portfolio value
$509 Billion
ETFs: $366 Billion
Technology: $42.3 Billion
Consumer Cyclical: $19.9 Billion
Financial Services: $15.3 Billion
Healthcare: $10.9 Billion
Communication Services: $10.1 Billion
Industrials: $8.66 Billion
Consumer Defensive: $7.2 Billion
Other: $6.66 Billion
Stock Holdings Table Market Cap. of $200 Billions or more
