Convergence Financial, LLC Purchases in Q3 2024

Convergence Financial, LLC

  • $471 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MPC
Marathon Petroleum Corp

Energy
2.07K
+ 57.17%
$158.61 - $180.75 $329K - $375K
5.7K $928M
BND
Vanguard Bd Index Fd Inc Total

ETFs
3.81K
New
$71.45 - $75.64 $272K - $288K
3.81K $286M
FMC
Fmc Corp

Basic Materials
3.02K
+ 44.48%
$54.54 - $66.06 $165K - $200K
9.81K $647M
BWX
Spdr Bloomberg International T

ETFs
8.76K
+ 33.76%
$21.34 - $23.47 $187K - $206K
34.7K $811M
CGDV
Capital Group Divid Value ETF

ETFs
6.95K
New
$32.96 - $36.48 $229K - $253K
6.95K $253M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.86K
New
$77.02 - $85.06 $220K - $243K
2.86K $242M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
7.51K
+ 10.55%
$23.04 - $24.06 $173K - $181K
78.7K $1.89B
IWR
Ishares Russell Mid Cap ETF

ETFs
2.67K
New
$79.92 - $88.19 $213K - $235K
2.67K $235M
TJX
Tjx Companies Inc

Consumer Cyclical
1.97K
New
$107.93 - $120.23 $212K - $236K
1.97K $231M
AMGN
Amgen Inc

Healthcare
634
New
$309.38 - $337.38 $196K - $214K
634 $204M
LLY
Eli Lilly & CO

Healthcare
299
+ 9.07%
$772.14 - $960.02 $231K - $287K
3.6K $3.19B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.22K
+ 13.57%
$43.99 - $46.63 $142K - $150K
27K $1.25B
NVO
Novo Nordisk A S

Healthcare
3.24K
+ 41.01%
$119.07 - $145.42 $386K - $472K
11.2K $1.33B
VO
Vanguard Mid Cap ETF

ETFs
546
+ 22.82%
$237.84 - $263.83 $130K - $144K
2.94K $775M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
451
+ 1.12%
$79.58 - $91.64 $35.9K - $41.3K
40.8K $3.7B
Arm Holdings PLC
1.82K
+ 39.79%
N/A
6.4K $915M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
71
+ 0.19%
$57.85 - $64.92 $4.11K - $4.61K
37.4K $2.42B
MA
Mastercard Inc

Financial Services
152
+ 15.83%
$429.6 - $500.99 $65.3K - $76.2K
1.11K $549M
JPIE
J P Morgan Exchange Traded Fd
2.48K
+ 32.27%
$45.17 - $46.39 $112K - $115K
10.2K $472M
UNH
Unitedhealth Group Inc

Healthcare
110
+ 24.89%
$488.01 - $604.18 $53.7K - $66.5K
552 $323M
CVX
Chevron Corp

Energy
1.15K
+ 13.4%
$137.88 - $161.97 $158K - $186K
9.72K $1.43B
SPGI
S&P Global Inc.

Financial Services
50
+ 6.03%
$446.32 - $527.38 $22.3K - $26.4K
879 $454M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
732
+ 5.95%
$39.47 - $49.4 $28.9K - $36.2K
13K $620M
FXL
First Tr Exchange Traded Fd Fi

ETFs
455
+ 15.89%
$122.48 - $142.51 $55.7K - $64.8K
3.32K $460M
ACN
Accenture PLC

Technology
14
+ 1.92%
$295.44 - $355.81 $4.14K - $4.98K
743 $263M
JPMB
J P Morgan Usd Emerging Market

ETFs
693
+ 10.38%
$38.32 - $40.67 $26.6K - $28.2K
7.37K $299M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
36
+ 4.99%
$475.2 - $527.7 $17.1K - $19K
758 $400M
PANW
Palo Alto Networks Inc

Technology
26
+ 4.28%
$294.18 - $368.01 $7.65K - $9.57K
633 $216M
AMZN
Amazon Com Inc

Consumer Cyclical
1.06K
+ 3.78%
$161.02 - $200.0 $171K - $213K
29.2K $5.44B
GOOG
Alphabet Inc.

Communication Services
43
+ 2.02%
$149.54 - $192.66 $6.43K - $8.28K
2.18K $364M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
145
+ 0.25%
$42.59 - $60.56 $6.18K - $8.78K
58.6K $2.96B
GOOGL
Alphabet Inc.

Communication Services
1K
+ 3.9%
$148.65 - $191.18 $149K - $191K
26.7K $4.42B
Activity Summary
Buys All Purchases 83 New Holdings 16 Increased Positions 67 Sells All Sells 78 Reductions 71 Sold out 7 Options Calls 0 Puts 1
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