Convergence Financial, LLC Purchases in Q4 2024

Convergence Financial, LLC

  • $501 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
PG
Procter & Gamble CO

Consumer Defensive
26
+ 0.22%
$161.05 - $179.7 $4.19K - $4.67K
11.8K $1.98B
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
Track This Portfolio

Track Convergence Financial, LLC Portfolio

Follow Convergence Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Convergence Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Convergence Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email