Convergence Financial
Latest statistics and disclosures from Convergence Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYV, SPAB, BIL, MDYG, MDYV, and represent 34.88% of Convergence Financial's stock portfolio.
- Added to shares of these 10 stocks: SPYV (+$51M), SPAB (+$39M), BIL (+$30M), MDYG (+$27M), MDYV (+$25M), FLCO (+$20M), TSLA (+$12M), META (+$8.3M), MSFT (+$7.5M), JAAA (+$7.0M).
- Started 43 new stock positions in AEP, UPS, SPTI, UGI, TSM, CRAK, NFG, VONG, VIGI, SGOV.
- Reduced shares in these 10 stocks: FLCB (-$19M), NBSD (-$12M), SPMO, SPYG, CGGR, CLIP, JPM, JHMM, ITOT, IBM.
- Sold out of its positions in ABT, BSX, BR, CGGR, COF, CRVL, DORM, SPMO, QQQM, MKL. NBSD, ROP, SPEM, RWR, WM, AU.
- Convergence Financial was a net buyer of stock by $273M.
- Convergence Financial has $943M in assets under management (AUM), dropping by 37.62%.
- Central Index Key (CIK): 0002034001
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Portfolio Holdings for Convergence Financial
Convergence Financial holds 217 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYV) | 9.6 | $91M | +126% | 1.6M | 56.76 |
|
| Spdr Series Trust State Street Spd (SPAB) | 7.6 | $72M | +116% | 2.8M | 25.60 |
|
| Spdr Series Trust State Street Spd (BIL) | 6.5 | $62M | +92% | 673k | 91.64 |
|
| Spdr Series Trust State Street Spd (MDYG) | 5.6 | $53M | +103% | 549k | 96.36 |
|
| Spdr Series Trust State Street Spd (MDYV) | 5.4 | $51M | +96% | 601k | 85.41 |
|
| Spdr Series Trust State Street Spd (SPYG) | 5.2 | $49M | -7% | 499k | 98.81 |
|
| J P Morgan Exchange Traded F Active Value Etf (JAVA) | 2.7 | $25M | -2% | 352k | 71.98 |
|
| Simplify Exchange Traded Fun Mbs Etf (MTBA) | 2.4 | $23M | +17% | 463k | 49.46 |
|
| Tesla Motors (TSLA) | 2.3 | $21M | +120% | 58k | 371.78 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 2.3 | $21M | +5% | 88k | 241.87 |
|
| Franklin Templeton Etf Tr Invt Grade Corpt (FLCO) | 2.1 | $20M | NEW | 910k | 21.42 |
|
| Spdr Series Trust State Street Spd (SLYV) | 2.0 | $19M | -4% | 201k | 95.08 |
|
| Spdr Series Trust State Street Spd (SLYG) | 2.0 | $19M | -3% | 193k | 97.36 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 1.7 | $17M | 122k | 134.80 |
|
|
| Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL) | 1.6 | $15M | +9% | 139k | 105.56 |
|
| Microsoft Corporation (MSFT) | 1.5 | $14M | +119% | 37k | 370.75 |
|
| Meta Platforms Cl A (META) | 1.3 | $13M | +200% | 22k | 572.34 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 1.3 | $12M | +2% | 551k | 22.34 |
|
| Columbia Etf Tr I Diversifid Fxd (DIAL) | 1.3 | $12M | +104% | 668k | 18.08 |
|
| Spdr Series Trust State Street Spd (SPYM) | 1.2 | $12M | +49% | 153k | 76.57 |
|
| Ishares Tr Core Msci Intl (IDEV) | 1.1 | $11M | +6% | 128k | 83.86 |
|
| NVIDIA Corporation (NVDA) | 1.1 | $10M | -6% | 58k | 174.49 |
|
| Apple (AAPL) | 1.1 | $10M | -2% | 39k | 253.92 |
|
| Fidelity Covington Trust Enhanced Intl (FENI) | 1.0 | $9.2M | 247k | 37.20 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $8.2M | -7% | 28k | 288.03 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.8 | $7.6M | +15% | 167k | 45.65 |
|
| Broadcom (AVGO) | 0.8 | $7.6M | -5% | 25k | 309.97 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.8 | $7.5M | +18% | 178k | 42.54 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.7 | $7.0M | NEW | 139k | 50.37 |
|
| Amazon (AMZN) | 0.7 | $6.5M | 31k | 208.53 |
|
|
| Morgan Stanley Etf Trust Parametric Hedge (PHEQ) | 0.7 | $6.1M | +107% | 192k | 31.96 |
|
| Harbor Etf Trust Long Term Grower (WINN) | 0.6 | $5.9M | +97% | 211k | 27.73 |
|
| Vaneck Etf Trust Oil Refiners Etf (CRAK) | 0.6 | $5.8M | NEW | 118k | 49.40 |
|
| Ishares Core Msci Emkt (IEMG) | 0.6 | $5.8M | -13% | 83k | 69.75 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.6 | $5.5M | +7% | 41k | 135.72 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $5.5M | +102% | 5.5k | 996.33 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $5.2M | +99% | 8.0k | 650.38 |
|
| Global X Fds 1-3 Month T-bill (CLIP) | 0.5 | $5.2M | -19% | 52k | 100.36 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $4.8M | 39k | 124.31 |
|
|
| Vanguard Bd Index Fds Vanguard Ultra (VUSB) | 0.5 | $4.6M | +2026% | 93k | 49.78 |
|
| Spdr Series Trust State Street Spd (SPHY) | 0.5 | $4.3M | +107% | 186k | 23.32 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.5 | $4.3M | NEW | 57k | 75.19 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $4.0M | +111% | 10k | 390.61 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $4.0M | -2% | 4.4k | 920.20 |
|
| Hartford Fds Exchange Traded Aaa Clo Etf (TRPA) | 0.4 | $3.7M | +84% | 96k | 38.75 |
|
| Duke Energy Corp Com New (DUK) | 0.4 | $3.7M | +95% | 28k | 130.95 |
|
| Wal-Mart Stores (WMT) | 0.4 | $3.5M | +76% | 28k | 124.65 |
|
| Ge Vernova (GEV) | 0.4 | $3.5M | -4% | 4.0k | 872.91 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.4 | $3.5M | -5% | 51k | 67.57 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.4 | $3.4M | +94% | 6.5k | 522.71 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $3.3M | -26% | 11k | 294.30 |
|
| Spdr Series Trust State Street Spd (XOP) | 0.3 | $3.3M | +101% | 18k | 181.83 |
|
| ConocoPhillips (COP) | 0.3 | $3.1M | +917% | 23k | 132.00 |
|
| Ubiquiti (UI) | 0.3 | $3.1M | NEW | 3.9k | 790.29 |
|
| J P Morgan Exchange Traded F Hedged Equity La (HELO) | 0.3 | $2.7M | +15% | 40k | 67.49 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $2.7M | +10% | 71k | 38.45 |
|
| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.3 | $2.7M | 51k | 52.76 |
|
|
| Merck & Co (MRK) | 0.3 | $2.7M | +89% | 22k | 120.24 |
|
| Ametek (AME) | 0.3 | $2.6M | -2% | 12k | 214.37 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.5M | +90% | 5.7k | 436.87 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.4M | -15% | 5.1k | 479.15 |
|
| Motorola Solutions Com New (MSI) | 0.3 | $2.4M | +116% | 5.5k | 433.97 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.3M | +97% | 4.8k | 491.54 |
|
| Visa Com Cl A (V) | 0.2 | $2.2M | +94% | 7.3k | 302.56 |
|
| Goldman Sachs (GS) | 0.2 | $2.2M | -5% | 2.6k | 846.21 |
|
| Deere & Company (DE) | 0.2 | $2.1M | +70% | 3.8k | 566.11 |
|
| Lowe's Companies (LOW) | 0.2 | $2.1M | 8.9k | 236.30 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.9M | NEW | 19k | 100.62 |
|
| Allstate Corporation (ALL) | 0.2 | $1.9M | 9.0k | 207.35 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $1.8M | 13k | 144.44 |
|
|
| Credicorp (BAP) | 0.2 | $1.8M | +92% | 5.3k | 339.18 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.8M | +127% | 2.9k | 615.51 |
|
| Spdr Series Trust Bloomberg Intl T (BWX) | 0.2 | $1.8M | +121% | 81k | 21.95 |
|
| Dover Corporation (DOV) | 0.2 | $1.7M | +99% | 8.1k | 208.44 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.6M | +4% | 11k | 146.26 |
|
| United Rentals (URI) | 0.2 | $1.6M | NEW | 2.2k | 729.11 |
|
| Marathon Petroleum Corp (MPC) | 0.2 | $1.5M | -5% | 6.3k | 244.20 |
|
| Verizon Communications (VZ) | 0.2 | $1.4M | +93% | 29k | 50.17 |
|
| Ishares Tr Investment Grade (IGEB) | 0.2 | $1.4M | 32k | 45.06 |
|
|
| Chevron Corporation (CVX) | 0.1 | $1.4M | +38% | 6.8k | 206.21 |
|
| salesforce (CRM) | 0.1 | $1.4M | 7.5k | 186.68 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $1.4M | -42% | 9.7k | 142.53 |
|
| UnitedHealth (UNH) | 0.1 | $1.3M | +519% | 4.8k | 274.38 |
|
| Realty Income (O) | 0.1 | $1.3M | 21k | 61.18 |
|
|
| CNA Financial Corporation (CNA) | 0.1 | $1.3M | +95% | 28k | 45.92 |
|
| Johnson & Johnson (JNJ) | 0.1 | $1.2M | -8% | 5.1k | 244.01 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.2M | +99% | 5.7k | 215.03 |
|
| Servicenow (NOW) | 0.1 | $1.2M | 12k | 104.55 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.2M | +111% | 33k | 36.75 |
|
| Spdr Index Shs Fds State Street Spd (SPGM) | 0.1 | $1.2M | +82% | 16k | 75.71 |
|
| Linde SHS (LIN) | 0.1 | $1.2M | -3% | 2.4k | 495.71 |
|
| Metropcs Communications (TMUS) | 0.1 | $1.2M | +156% | 5.5k | 209.71 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.1 | $1.1M | +9% | 13k | 90.38 |
|
| Netflix (NFLX) | 0.1 | $1.1M | +103% | 11k | 96.02 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $1.1M | +115% | 1.8k | 601.99 |
|
| Phillips 66 (PSX) | 0.1 | $1.1M | NEW | 5.9k | 182.18 |
|
| Nextera Energy (NEE) | 0.1 | $1.1M | +103% | 11k | 92.96 |
|
| Vipshop Hldgs Sponsored Ads A (VIPS) | 0.1 | $1.1M | NEW | 67k | 15.72 |
|
| Arm Holdings Sponsored Ads (ARM) | 0.1 | $1.0M | 6.9k | 151.28 |
|
|
| Danaher Corporation (DHR) | 0.1 | $1.0M | +68% | 5.4k | 189.58 |
|
| Super Group Sghc Ord Shs (SGHC) | 0.1 | $1.0M | +98% | 95k | 10.80 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.0M | +76% | 2.4k | 430.17 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $1.0M | +91% | 2.0k | 499.76 |
|
| Caterpillar (CAT) | 0.1 | $990k | +8% | 1.4k | 729.31 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $979k | +154% | 1.7k | 578.32 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $954k | +115% | 2.9k | 327.67 |
|
| Spdr Series Trust State Street Spd (BILS) | 0.1 | $916k | +106% | 9.2k | 99.44 |
|
| O'reilly Automotive (ORLY) | 0.1 | $910k | 9.9k | 92.31 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $881k | +48% | 4.5k | 196.69 |
|
| Copa Holdings Sa Cl A (CPA) | 0.1 | $877k | +94% | 7.7k | 113.61 |
|
| Intuit (INTU) | 0.1 | $871k | +7% | 2.0k | 432.43 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $863k | +45% | 4.4k | 196.59 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $849k | +3% | 1.3k | 655.21 |
|
| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.1 | $825k | +4% | 21k | 39.43 |
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| Strategy Cl A New (MSTR) | 0.1 | $815k | +100% | 6.5k | 124.80 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $802k | 4.0k | 198.30 |
|
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| Tapestry (TPR) | 0.1 | $787k | +93% | 5.6k | 141.11 |
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| McDonald's Corporation (MCD) | 0.1 | $782k | +76% | 2.5k | 309.91 |
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| J P Morgan Exchange Traded F Income Etf (JPIE) | 0.1 | $778k | +10% | 17k | 45.94 |
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| Nortonlifelock (GEN) | 0.1 | $745k | -2% | 40k | 18.83 |
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| Digital Realty Trust (DLR) | 0.1 | $732k | +36% | 4.1k | 180.21 |
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| TJX Companies (TJX) | 0.1 | $719k | +55% | 4.5k | 159.70 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $719k | -3% | 2.5k | 288.36 |
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| Coinbase Global Com Cl A (COIN) | 0.1 | $719k | +100% | 4.1k | 175.23 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $713k | +90% | 4.7k | 152.75 |
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| Anthem (ELV) | 0.1 | $713k | +2% | 2.4k | 292.84 |
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| Uber Technologies (UBER) | 0.1 | $696k | +68% | 9.7k | 71.93 |
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| Cisco Systems (CSCO) | 0.1 | $694k | +100% | 8.9k | 78.03 |
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| International Bancshares Corporation (IBOC) | 0.1 | $692k | NEW | 10k | 67.29 |
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| Dycom Industries (DY) | 0.1 | $689k | NEW | 2.0k | 338.82 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $689k | +93% | 2.6k | 269.03 |
|
| Amgen (AMGN) | 0.1 | $673k | -3% | 1.9k | 351.34 |
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| Abbvie (ABBV) | 0.1 | $643k | 3.0k | 217.49 |
|
|
| Pulte (PHM) | 0.1 | $635k | NEW | 5.4k | 117.60 |
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| Fiserv (FISV) | 0.1 | $616k | +4% | 11k | 55.80 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $616k | +339% | 4.5k | 138.21 |
|
| Coca-cola Femsa Sab De Cv Spons Ads Rep (KOF) | 0.1 | $595k | +93% | 6.1k | 97.55 |
|
| Progressive Corporation (PGR) | 0.1 | $590k | 3.0k | 198.25 |
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| Wells Fargo & Company (WFC) | 0.1 | $568k | +94% | 7.1k | 79.61 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $545k | -14% | 905.00 | 602.59 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $514k | -22% | 2.7k | 192.87 |
|
| Coca-Cola Company (KO) | 0.1 | $512k | NEW | 6.7k | 76.05 |
|
| Blackrock (BLK) | 0.1 | $505k | -21% | 525.00 | 961.98 |
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| Micron Technology (MU) | 0.1 | $491k | +99% | 1.4k | 346.26 |
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| Air Lease Corp Cl A | 0.1 | $483k | 7.4k | 64.94 |
|
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| MPLX Com Unit Rep Ltd (MPLX) | 0.1 | $481k | NEW | 8.4k | 57.07 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $476k | +14% | 2.8k | 169.17 |
|
| Spdr Series Trust State Street Spd (SPMD) | 0.1 | $475k | +100% | 8.0k | 59.24 |
|
| Belite Bio Sponsored Ads (BLTE) | 0.1 | $473k | NEW | 3.0k | 159.44 |
|
| Oracle Corporation (ORCL) | 0.0 | $470k | +53% | 3.2k | 148.06 |
|
| Walt Disney Company (DIS) | 0.0 | $470k | +51% | 4.9k | 96.38 |
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| International Business Machines (IBM) | 0.0 | $454k | -69% | 1.9k | 241.98 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.0 | $450k | -58% | 4.1k | 110.48 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $450k | +97% | 1.5k | 302.25 |
|
| AFLAC Incorporated (AFL) | 0.0 | $445k | -22% | 4.1k | 109.71 |
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| Invesco Exchange Traded Fd T Aerospace Defn (PPA) | 0.0 | $444k | NEW | 2.7k | 165.70 |
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| Honeywell International (HON) | 0.0 | $432k | -4% | 1.9k | 225.91 |
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| Aercap Holdings Nv SHS (AER) | 0.0 | $430k | NEW | 3.1k | 137.18 |
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| Union Pacific Corporation (UNP) | 0.0 | $421k | NEW | 1.7k | 242.65 |
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| Advanced Micro Devices (AMD) | 0.0 | $419k | +118% | 2.1k | 203.43 |
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| Altria (MO) | 0.0 | $414k | 6.3k | 65.99 |
|
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| Dollar General (DG) | 0.0 | $403k | +102% | 3.4k | 118.73 |
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| Analog Devices (ADI) | 0.0 | $396k | -7% | 1.2k | 318.15 |
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| Fortinet (FTNT) | 0.0 | $388k | -25% | 4.7k | 81.72 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $386k | NEW | 1.1k | 347.49 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $384k | +76% | 8.4k | 45.97 |
|
| Tc Energy Corp (TRP) | 0.0 | $378k | NEW | 6.0k | 62.60 |
|
| Commerce Bancshares (CBSH) | 0.0 | $374k | NEW | 7.6k | 49.20 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $372k | NEW | 5.8k | 64.08 |
|
| H&R Block (HRB) | 0.0 | $366k | +9% | 12k | 31.74 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $361k | NEW | 8.8k | 41.17 |
|
| Global X Fds S&p 500 Catholic (CATH) | 0.0 | $359k | +19% | 4.6k | 78.15 |
|
| Valero Energy Corporation (VLO) | 0.0 | $349k | NEW | 1.4k | 247.08 |
|
| J P Morgan Exchange Traded F Usd Emrng Mkt (JPMB) | 0.0 | $348k | +3% | 8.9k | 39.25 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $346k | -6% | 2.7k | 126.35 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $340k | NEW | 3.5k | 98.38 |
|
| Hershey Company (HSY) | 0.0 | $330k | 1.6k | 207.89 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $316k | NEW | 6.7k | 47.00 |
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| Palo Alto Networks (PANW) | 0.0 | $312k | -60% | 1.9k | 160.32 |
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| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.0 | $312k | 4.8k | 65.04 |
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| Pacer Fds Tr Cash Cows Etf (HERD) | 0.0 | $308k | 6.7k | 45.74 |
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| Enbridge (ENB) | 0.0 | $308k | 5.7k | 54.14 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.0 | $306k | 10k | 29.99 |
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| S&p Global (SPGI) | 0.0 | $301k | -34% | 707.00 | 425.42 |
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| Spdr Series Trust State Street Spd (SPTI) | 0.0 | $298k | NEW | 10k | 28.66 |
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| Regions Financial Corporation (RF) | 0.0 | $297k | -4% | 11k | 26.12 |
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| Applied Materials (AMAT) | 0.0 | $295k | 862.00 | 341.79 |
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| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.0 | $292k | -79% | 4.4k | 67.12 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $283k | NEW | 3.1k | 91.77 |
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| Target Corporation (TGT) | 0.0 | $281k | NEW | 2.3k | 121.20 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.0 | $269k | 8.0k | 33.74 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $262k | +2% | 1.5k | 176.60 |
|
| Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) | 0.0 | $259k | -98% | 12k | 21.49 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $257k | +12% | 1.2k | 215.42 |
|
| NewMarket Corporation (NEU) | 0.0 | $249k | NEW | 388.00 | 640.98 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.0 | $248k | NEW | 2.3k | 109.69 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.0 | $242k | 3.6k | 67.59 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $239k | NEW | 2.7k | 88.50 |
|
| Enterprise Products Partners (EPD) | 0.0 | $238k | 6.3k | 37.84 |
|
|
| Antero Midstream Corp antero midstream (AM) | 0.0 | $235k | -2% | 10k | 22.80 |
|
| Medtronic SHS (MDT) | 0.0 | $235k | NEW | 2.7k | 86.66 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.0 | $234k | -74% | 7.0k | 33.37 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $231k | NEW | 1.2k | 197.73 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $229k | NEW | 2.4k | 93.74 |
|
| Tidal Trust Iii Vistashares Trgt (OMAH) | 0.0 | $227k | NEW | 13k | 18.02 |
|
| National Fuel Gas (NFG) | 0.0 | $224k | NEW | 2.4k | 93.96 |
|
| Booking Holdings (BKNG) | 0.0 | $223k | -20% | 53.00 | 4210.30 |
|
| American Electric Power Company (AEP) | 0.0 | $223k | NEW | 1.7k | 131.29 |
|
| Bank of America Corporation (BAC) | 0.0 | $217k | -9% | 4.4k | 48.79 |
|
| Pepsi (PEP) | 0.0 | $215k | -15% | 1.4k | 155.15 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $214k | NEW | 504.00 | 424.53 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.0 | $214k | NEW | 3.8k | 56.68 |
|
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.0 | $211k | NEW | 9.5k | 22.06 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $207k | 2.1k | 99.27 |
|
|
| UGI Corporation (UGI) | 0.0 | $201k | NEW | 5.5k | 36.42 |
|
| Pimco Dynamic Income SHS (PDI) | 0.0 | $195k | NEW | 11k | 17.11 |
|
| Sealsq Corp Ord Shs (LAES) | 0.0 | $37k | 14k | 2.62 |
|
Past Filings by Convergence Financial
SEC 13F filings are viewable for Convergence Financial going back to 2025
- Convergence Financial 2026 Q1 filed May 11, 2026
- Convergence Financial 2025 Q4 filed Feb. 11, 2026
- Convergence Financial 2025 Q3 filed Nov. 10, 2025
- Convergence Financial 2025 Q2 filed Aug. 6, 2025
- Convergence Financial 2025 Q1 filed April 25, 2025