Convergence Financial, LLC Incresed Positions in Q3 2025

Convergence Financial, LLC

  • $666 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TMUS
T Mobile Us, Inc.

Communication Services
484
+ 30.31%
$226.02 - $259.01 $109K - $125K
2.08K $498M
DUK
Duke Energy Corp

Utilities
317
+ 2.39%
$116.31 - $125.93 $36.9K - $39.9K
13.6K $1.68B
WM
Waste Management Inc

Industrials
566
+ 41.5%
$213.88 - $237.1 $121K - $134K
1.93K $426M
CTAS
Cintas Corp

Industrials
637
+ 44.3%
$199.29 - $226.27 $127K - $144K
2.08K $426M
O
Realty Income Corp

Real Estate
462
+ 2.29%
$56.13 - $60.79 $25.9K - $28.1K
20.7K $1.26B
CVX
Chevron Corp

Energy
126
+ 2.73%
$145.57 - $161.83 $18.3K - $20.4K
4.74K $736M
TJX
Tjx Companies Inc

Consumer Cyclical
85
+ 3.03%
$121.35 - $144.54 $10.3K - $12.3K
2.89K $418M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
951
+ 42.99%
$81.24 - $97.99 $77.3K - $93.2K
3.16K $263M
VIG
Vanguard Dividend Appreciation

ETFs
20
+ 0.7%
N/A
2.86K $617M
QQQ
Invesco Qqq Trust, Series 1

ETFs
16
+ 3.28%
$546.99 - $602.2 $8.75K - $9.64K
504 $303M
JPIE
J P Morgan Exchange Traded Fd
563
+ 3.95%
$46.01 - $46.55 $25.9K - $26.2K
14.8K $688M
BAC
Bank Of America Corp

Financial Services
32
+ 0.61%
$44.92 - $52.42 $1.44K - $1.68K
5.31K $274M
JPMB
J P Morgan Usd Emerging Market

ETFs
241
+ 2.91%
$38.57 - $40.47 $9.3K - $9.75K
8.52K $344M
XOM
Exxon Mobil Corp

Energy
51
+ 1.7%
$105.83 - $117.22 $5.4K - $5.98K
3.06K $345M
CRWD
Crowd Strike Holdings, Inc.

Technology
92
+ 6.3%
$412.46 - $514.1 $37.9K - $47.3K
1.55K $761M
WFC
Wells Fargo & Company

Financial Services
22
+ 0.61%
$77.05 - $85.16 $1.7K - $1.87K
3.66K $307M
SPMD
Spdr Portfolio

ETFs
6
+ 0.15%
$54.43 - $58.29 $327 - $350
4.03K $230M
ELV
Elevance Health, Inc.

Healthcare
413
+ 21.35%
$274.66 - $395.76 $113K - $163K
2.35K $758M
V
Visa Inc.

Financial Services
84
+ 2.15%
$332.09 - $358.86 $27.9K - $30.1K
4K $1.36B
FMC
Fmc Corp

Basic Materials
131
+ 1.53%
$33.15 - $44.45 $4.34K - $5.82K
8.72K $293M
NVO
Novo Nordisk A S

Healthcare
1.47K
+ 11.11%
$45.38 - $71.7 $66.8K - $106K
14.7K $817M
Arm Holdings PLC
57
+ 0.76%
N/A
7.55K $1.07B
COST
Costco Wholesale Corp

Consumer Defensive
25
+ 0.92%
$915.95 - $994.57 $22.9K - $24.9K
2.76K $2.55B
CRM
Salesforce, Inc.

Technology
309
+ 4.73%
$231.66 - $273.65 $71.6K - $84.6K
6.84K $1.62B
MSTR
Microstrategy Inc

Technology
101
+ 3.2%
$300.7 - $455.9 $30.4K - $46K
3.26K $1.05B
FISV
Fiserv Inc

Technology
103
+ 1.2%
N/A
8.69K $1.12B
FTNT
Fortinet, Inc.

Technology
45
+ 0.15%
$74.39 - $107.65 $3.35K - $4.84K
29.8K $2.51B
Activity Summary
Buys All Purchases 99 New Holdings 21 Increased Positions 78 Sells All Sells 83 Reductions 83 Sold out 0 Options Calls 0 Puts 0
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