Convergence Financial, LLC Portfolio Holdings

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.