MondegarAI
Convergence Financial, LLC

Q2 2024 · 13F-HR

Convergence Financial, LLCholdings as filed

Filed 2024-10-23 · accession 0001085146-24-005111

$378.2M
Reported value
147
Positions
2024-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R663BILSPDR SER TR$35.8M9.46%390,023CommonNONE
78464A409SPYGSPDR SER TR$30.6M8.08%381,493CommonNONE
78464A508SPYVSPDR SER TR$22.1M5.85%453,571CommonNONE
78464A821MDYGSPDR SER TR$17.4M4.61%207,370CommonNONE
78464A649SPABSPDR SER TR$17.0M4.50%678,768CommonNONE
78464A201SLYGSPDR SER TR$16.7M4.43%195,077CommonNONE
78464A839MDYVSPDR SER TR$16.7M4.40%228,341CommonNONE
78464A300SLYVSPDR SER TR$15.6M4.11%198,650CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$15.3M4.04%257,771CommonNONE
67066G104NVDANVIDIA CORPORATION$10.0M2.65%81,221CommonNONE
037833100AAPLAPPLE INC$9.7M2.56%46,048CommonNONE
78464A474SPSBSPDR SER TR$8.7M2.29%291,313CommonNONE
78468R523BILSSPDR SER TR$8.6M2.27%86,542CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$8.4M2.21%37,025CommonNONE
594918104MSFTMICROSOFT CORP$7.2M1.90%16,053CommonNONE
78464A854SPYMSPDR SER TR$7.0M1.86%109,984CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$6.2M1.65%69,571CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$5.6M1.47%158,699CommonNONE
023135106AMZNAMAZON COM INC$5.4M1.44%28,146CommonNONE
88160R101TSLATESLA INC$4.9M1.31%24,991CommonNONE
02079K305GOOGLALPHABET INC$4.7M1.24%25,664CommonNONE
11135F101AVGOBROADCOM INC$3.8M1.01%2,386CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$3.7M0.99%58,812CommonNONE
464287507IJHISHARES TR$3.7M0.99%63,770CommonNONE
46138E339SPMOINVESCO EXCH TRADED FD TR II$3.5M0.93%40,381CommonNONE
389637109GBTCGRAYSCALE BITCOIN TR BTC$3.1M0.82%58,482CommonNONE
532457108LLYELI LILLY & CO$3.0M0.79%3,297CommonNONE
35473P553FLCBFRANKLIN TEMPLETON ETF TR$2.8M0.75%134,485CommonNONE
30303M102METAMETA PLATFORMS INC$2.8M0.74%5,531CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$2.6M0.70%13,067CommonNONE
46434G103IEMGISHARES INC$2.4M0.64%45,499CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$2.3M0.60%37,290CommonNONE
464287804IJRISHARES TR$2.2M0.59%20,829CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$1.8M0.47%2,091CommonNONE
742718109PGPROCTER AND GAMBLE CO$1.7M0.45%10,238CommonNONE
78468R606SPHYSPDR SER TR$1.7M0.44%71,194CommonNONE
548661107LOWLOWES COS INC$1.4M0.37%6,311CommonNONE
34959E109FTNTFORTINET INC$1.4M0.36%22,567CommonNONE
166764100CVXCHEVRON CORP NEW$1.3M0.35%8,574CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.2M0.33%2,250CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.2M0.33%3,058CommonNONE
58933Y105MRKMERCK & CO INC$1.2M0.31%9,362CommonNONE
670100205NVONOVO-NORDISK A S$1.1M0.30%7,908CommonNONE
922908736VUGVANGUARD INDEX FDS$1.1M0.30%2,997CommonNONE
92826C839VVISA INC$1.1M0.30%4,260CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$1.1M0.29%18,551CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.1M0.28%1,975CommonNONE
00724F101ADBEADOBE INC$1.1M0.28%1,925CommonNONE
46435G219IGEBISHARES TR$1.1M0.28%23,748CommonNONE
907818108UNPUNION PAC CORP$1.0M0.28%4,612CommonNONE
81762P102NOWSERVICENOW INC$1.0M0.28%1,326CommonNONE
020002101ALLALLSTATE CORP$1.0M0.28%6,518CommonNONE
478160104JNJJOHNSON & JOHNSON$1.0M0.27%7,109CommonNONE
244199105DEDEERE & CO$1.0M0.27%2,752CommonNONE
79466L302CRMSALESFORCE INC$996,2650.26%3,875CommonNONE
G54950103LINLINDE PLC$941,7340.25%2,146CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$927,6910.25%9,256CommonNONE
253868103DLRDIGITAL RLTY TR INC$868,9670.23%5,715CommonNONE
031100100AMEAMETEK INC$863,2280.23%5,178CommonNONE
464287200IVVISHARES TR$839,0030.22%1,533CommonNONE
92204A702VGTVANGUARD WORLD FD$816,4510.22%1,416CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$790,4430.21%12,939CommonNONE
001055102AFLAFLAC INC$789,4110.21%8,839CommonNONE
09247X101BLKCHFBLACKROCK INC$781,1070.21%992CommonNONE
713448108PEPPEPSICO INC$749,3200.20%4,543CommonNONE
042068205ARMARM HOLDINGS PLC$749,2200.20%4,579CommonNONE
882508104TXNTEXAS INSTRS INC$740,8170.20%3,808CommonNONE
337738108FISVFISERV INC$732,8280.19%4,917CommonNONE
75513E101RTXRTX CORPORATION$725,8510.19%7,230CommonNONE
254687106DISDISNEY WALT CO$712,0690.19%7,172CommonNONE
931142103WMTWALMART INC$686,9180.18%10,145CommonNONE
90384S303ULTAULTA BEAUTY INC$685,3010.18%1,776CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$674,4480.18%3,695CommonNONE
56585A102MPCMARATHON PETE CORP$628,6940.17%3,624CommonNONE
33741X102SDVYFIRST TR EXCHANGE-TRADED FD$618,4310.16%18,527CommonNONE
539830109LMTLOCKHEED MARTIN CORP$617,9760.16%1,323CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$612,2410.16%1CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$600,7030.16%8,265CommonNONE
14040H105COFCAPITAL ONE FINL CORP$588,4170.16%4,250CommonNONE
922908629VOVANGUARD INDEX FDS$579,3110.15%2,393CommonNONE
66987V109NVSNOVARTIS AG$562,4280.15%5,283CommonNONE
78464A516BWXSPDR SER TR$555,9610.15%25,943CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$550,6210.15%14,617CommonNONE
00214Q104ARKKARK ETF TR$540,7170.14%12,303CommonNONE
002824100ABTABBOTT LABS$539,2980.14%5,190CommonNONE
580135101MCDMCDONALDS CORP$526,7540.14%2,067CommonNONE
032654105ADIANALOG DEVICES INC$522,0320.14%2,287CommonNONE
756109104OREALTY INCOME CORP$519,3790.14%9,833CommonNONE
922908751VBVANGUARD INDEX FDS$515,0200.14%2,362CommonNONE
19260Q107COINCOINBASE GLOBAL INC$498,2390.13%2,242CommonNONE
717081103PFEPFIZER INC$483,3010.13%17,273CommonNONE
438516106HONHONEYWELL INTL INC$481,1400.13%2,253CommonNONE
776696106ROPROPER TECHNOLOGIES INC$475,7290.13%844CommonNONE
032095101APHAMPHENOL CORP NEW$447,2030.12%6,638CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$436,0400.12%964CommonNONE
57636Q104MAMASTERCARD INCORPORATED$423,5160.11%960CommonNONE
70450Y103PYPLPAYPAL HLDGS INC$422,5160.11%7,281CommonNONE
89832Q109TFCTRUIST FINL CORP$407,3820.11%10,486CommonNONE
609207105MDLZMONDELEZ INTL INC$406,9680.11%6,219CommonNONE
98978V103ZTSZOETIS INC$402,7140.11%2,323CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$401,6520.11%9,739CommonNONE
65339F101NEENEXTERA ENERGY INC$397,1100.10%5,608CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$392,5960.10%2,270CommonNONE
02079K107GOOGALPHABET INC$391,2980.10%2,133CommonNONE
302491303FMCFMC CORP$390,8820.10%6,792CommonNONE
33734X176FXLFIRST TR EXCHANGE TRADED FD$390,1800.10%2,863CommonNONE
911312106UPSUNITED PARCEL SERVICE INC$381,1560.10%2,785CommonNONE
G5960L103MDTMEDTRONIC PLC$370,8790.10%4,712CommonNONE
78409V104SPGIS&P GLOBAL INC$369,7450.10%829CommonNONE
235851102DHRDANAHER CORPORATION$368,0310.10%1,473CommonNONE
922908363VOOVANGUARD INDEX FDS$361,0940.10%722CommonNONE
060505104BACBANK AMERICA CORP$358,8530.09%9,023CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$349,5420.09%7,689CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$348,6230.09%88CommonNONE
452308109ITWILLINOIS TOOL WKS INC$342,1720.09%1,444CommonNONE
03027X100AMTAMERICAN TOWER CORP NEW$324,0320.09%1,667CommonNONE
149123101CATCATERPILLAR INC$320,4420.08%962CommonNONE
74340W103PLDPROLOGIS INC.$314,3570.08%2,799CommonNONE
78468R556XOPSPDR SER TR$313,0520.08%2,152CommonNONE
464287671IUSGISHARES TR$308,8850.08%2,423CommonNONE
17275R102CSCOCISCO SYS INC$305,3960.08%6,428CommonNONE
615369105MCOMOODYS CORP$303,9130.08%722CommonNONE
681919106OMCOMNICOM GROUP INC$299,0600.08%3,334CommonNONE
370334104GISGENERAL MLS INC$296,4370.08%4,686CommonNONE
29250N105ENBENBRIDGE INC$291,3150.08%8,185CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$280,3870.07%8,525CommonNONE
778296103ROSTROSS STORES INC$271,4580.07%1,868CommonNONE
922908744VTVVANGUARD INDEX FDS$266,2800.07%1,660CommonNONE
922908595VBKVANGUARD INDEX FDS$259,7530.07%1,038CommonNONE
00162Q858SDOGALPS ETF TR$258,2860.07%4,889CommonNONE
46641Q746JPMBJ P MORGAN EXCHANGE TRADED F$258,1210.07%6,675CommonNONE
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$256,6820.07%1,877CommonNONE
191216100KOCOCA COLA CO$237,6700.06%3,734CommonNONE
26875P101EOGEOG RES INC$237,3930.06%1,886CommonNONE
036752103ELVELEVANCE HEALTH INC$230,8330.06%426CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$225,1740.06%442CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$221,1830.06%729CommonNONE
78464A847SPMDSPDR SER TR$217,4330.06%4,238CommonNONE
64110L106NFLXNETFLIX INC$214,6130.06%318CommonNONE
349553107FTSFORTIS INC$213,8910.06%5,507CommonNONE
949746101WMT2WELLS FARGO CO NEW$208,9330.06%3,518CommonNONE
78464A607RWRSPDR SER TR$208,0830.06%2,235CommonNONE
922908769VTIVANGUARD INDEX FDS$207,3200.05%775CommonNONE
437076102HDHOME DEPOT INC$206,2780.05%599CommonNONE
697435105PANWPALO ALTO NETWORKS INC$205,7790.05%607CommonNONE
89151E109TTENTOTALENERGIES SE$204,0400.05%3,060CommonNONE
405552100HLNHALEON PLC$153,6780.04%18,605CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.