Convergence Financial, LLC has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $471 Billion distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Aggregate Bond with a value of $39.8B, Spdr Bloomberg 1 3 Month T Bil with a value of $39.4B, Spdr Portfolio with a value of $34.3B, Spdr Portfolio S&P 500 Value E with a value of $26.7B, and Spdr S&P 400 Mid Cap Value ETF with a value of $19.9B.
Examining the 13F form we can see an increase of $92.7B in the current position value, from $378B to 471B.
Also it can be appreciated an additional of 16 stocks purchases and 7 closed positions.
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
$471 Billion
ETFs: $353 Billion
Technology: $41.1 Billion
Consumer Cyclical: $17.4 Billion
Financial Services: $13 Billion
Healthcare: $11.6 Billion
Communication Services: $9.6 Billion
Industrials: $7.21 Billion
Consumer Defensive: $6.53 Billion
Other: $7.23 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
