MondegarAI
Convergence Financial, LLC

Q1 2025 · 13F-HR

Convergence Financial, LLCholdings as filed

Filed 2025-04-25 · accession 0001085146-25-002327

$509.2M
Reported value
167
Positions
2025-03-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78468R663BILSPDR SER TR$33.4M6.56%364,084CommonNONE
78464A409SPYGSPDR SER TR$33.0M6.47%410,140CommonNONE
78464A649SPABSPDR SER TR$28.6M5.62%1,120,509CommonNONE
35473P553FLCBFRANKLIN TEMPLETON ETF TR$27.3M5.35%1,268,374CommonNONE
78464A508SPYVSPDR SER TR$26.4M5.19%517,552CommonNONE
78464A839MDYVSPDR SER TR$20.6M4.05%267,771CommonNONE
46641Q167JAVAJ P MORGAN EXCHANGE TRADED F$19.9M3.90%312,592CommonNONE
78464A201SLYGSPDR SER TR$19.4M3.81%233,499CommonNONE
78464A300SLYVSPDR SER TR$18.8M3.69%239,950CommonNONE
78464A821MDYGSPDR SER TR$18.3M3.60%230,823CommonNONE
46432F396MTUMISHARES TR$13.8M2.70%68,081CommonNONE
82889N525MTBASIMPLIFY EXCHANGE TRADED FUN$12.7M2.49%253,338CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$11.1M2.18%494,490CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$10.8M2.12%52,284CommonNONE
78464A854SPYMSPDR SER TR$10.7M2.10%162,738CommonNONE
78468R523BILSSPDR SER TR$10.0M1.97%100,590CommonNONE
037833100AAPLAPPLE INC$8.9M1.75%40,205CommonNONE
88160R101TSLATESLA INC$8.8M1.72%33,863CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$8.3M1.63%95,414CommonNONE
67066G104NVDANVIDIA CORPORATION$7.9M1.56%73,244CommonNONE
594918104MSFTMICROSOFT CORP$6.0M1.17%15,915CommonNONE
023135106AMZNAMAZON COM INC$5.6M1.09%29,252CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$5.2M1.01%141,739CommonNONE
11135F101AVGOBROADCOM INC$4.6M0.91%27,621CommonNONE
464287507IJHISHARES TR$4.3M0.85%74,522CommonNONE
02079K305GOOGLALPHABET INC$4.3M0.85%27,948CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$3.8M0.74%15,458CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$3.8M0.74%57,146CommonNONE
30303M102METAMETA PLATFORMS INC$3.7M0.73%6,434CommonNONE
69374H709GCOWPACER FDS TR$3.7M0.73%100,008CommonNONE
46138E354SPLVINVESCO EXCH TRADED FD TR II$3.7M0.72%48,974CommonNONE
389637109GBTCGRAYSCALE BITCOIN TRUST ETF$3.6M0.71%55,543CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$3.5M0.70%99,510CommonNONE
532457108LLYELI LILLY & CO$3.3M0.64%3,975CommonNONE
46434G103IEMGISHARES INC$2.9M0.58%54,410CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.9M0.56%5,400CommonNONE
34959E109FTNTFORTINET INC$2.8M0.55%28,908CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$2.6M0.50%2,697CommonNONE
92203C303VUSBVANGUARD BD INDEX FDS$2.2M0.42%43,333CommonNONE
742718109PGPROCTER AND GAMBLE CO$2.1M0.42%12,536CommonNONE
14020G101CGGRCAPITAL GROUP GROWTH ETF$2.1M0.41%61,061CommonNONE
907818108UNPUNION PAC CORP$2.0M0.40%8,669CommonNONE
78468R606SPHYSPDR SER TR$2.0M0.39%85,526CommonNONE
78463X475SPGMSPDR INDEX SHS FDS$2.0M0.39%31,452CommonNONE
548661107LOWLOWES COS INC$1.9M0.38%8,231CommonNONE
337738108FISVFISERV INC$1.9M0.36%8,399CommonNONE
464287804IJRISHARES TR$1.8M0.36%17,661CommonNONE
020002101ALLALLSTATE CORP$1.8M0.36%8,863CommonNONE
031100100AMEAMETEK INC$1.8M0.36%10,608CommonNONE
81762P102NOWSERVICENOW INC$1.7M0.33%2,128CommonNONE
46654Q724HELOJ P MORGAN EXCHANGE TRADED F$1.7M0.33%28,132CommonNONE
79466L302CRMSALESFORCE INC$1.6M0.32%6,148CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$1.6M0.32%3,264CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$1.6M0.31%12,805CommonNONE
464287150ITOTISHARES TR$1.5M0.29%12,267CommonNONE
244199105DEDEERE & CO$1.3M0.26%2,835CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$1.3M0.26%2,381CommonNONE
92826C839VVISA INC$1.3M0.25%3,692CommonNONE
46435G219IGEBISHARES TR$1.3M0.25%28,725CommonNONE
78468R556XOPSPDR SER TR$1.2M0.24%9,335CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$1.2M0.23%2,099CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$1.2M0.23%19,341CommonNONE
41151J406WINNHARBOR ETF TRUST$1.1M0.22%46,492CommonNONE
90384S303ULTAULTA BEAUTY INC$1.1M0.22%3,047CommonNONE
756109104OREALTY INCOME CORP$1.1M0.22%18,931CommonNONE
478160104JNJJOHNSON & JOHNSON$1.0M0.20%6,200CommonNONE
922908736VUGVANGUARD INDEX FDS$1.0M0.20%2,739CommonNONE
931142103WMTWALMART INC$953,9280.19%10,866CommonNONE
56585A102MPCMARATHON PETE CORP$920,4770.18%6,318CommonNONE
594972408MSTRMICROSTRATEGY INC$910,6450.18%3,159CommonNONE
58933Y105MRKMERCK & CO INC$903,2370.18%10,063CommonNONE
354921108EZBCFRANKLIN TEMPLETON DIGITAL H$897,7450.18%18,797CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$882,7430.17%3,550CommonNONE
670100205NVONOVO-NORDISK A S$869,4410.17%12,521CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$856,9520.17%30,249CommonNONE
G54950103LINLINDE PLC$785,8930.15%1,688CommonNONE
166764100CVXCHEVRON CORP NEW$771,6110.15%4,612CommonNONE
92204A702VGTVANGUARD WORLD FD$757,7070.15%1,397CommonNONE
036752103ELVELEVANCE HEALTH INC$751,6270.15%1,728CommonNONE
042068205ARMARM HOLDINGS PLC$746,5740.15%6,991CommonNONE
260003108DOVDOVER CORP$730,2300.14%4,157CommonNONE
539830109LMTLOCKHEED MARTIN CORP$718,7580.14%1,609CommonNONE
09290D101BLKBLACKROCK INC$717,3500.14%758CommonNONE
31609A206FESMFIDELITY COVINGTON TRUST$717,3340.14%24,333CommonNONE
78464A516BWXSPDR SER TR$696,4100.14%31,858CommonNONE
464287200IVVISHARES TR$689,3450.14%1,227CommonNONE
001055102AFLAFLAC INC$664,9130.13%5,980CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$654,7310.13%13,987CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$618,6740.12%13,429CommonNONE
697435105PANWPALO ALTO NETWORKS INC$613,4530.12%3,595CommonNONE
G1151C101ACNACCENTURE PLC IRELAND$598,3670.12%1,918CommonNONE
75513E101RTXRTX CORPORATION$594,4980.12%4,488CommonNONE
57636Q104MAMASTERCARD INCORPORATED$586,0020.12%1,069CommonNONE
253868103DLRDIGITAL RLTY TR INC$573,0180.11%3,999CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$532,4210.10%2,745CommonNONE
302491303FMCFMC CORP$528,5610.10%12,528CommonNONE
67103H107ORLYOREILLY AUTOMOTIVE INC$481,3490.09%336CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$478,5620.09%12,156CommonNONE
00724F101ADBEADOBE INC$471,3580.09%1,229CommonNONE
002824100ABTABBOTT LABS$459,9090.09%3,467CommonNONE
922908363VOOVANGUARD INDEX FDS$457,7950.09%891CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$454,2840.09%6,235CommonNONE
922908751VBVANGUARD INDEX FDS$453,6070.09%2,046CommonNONE
580135101MCDMCDONALDS CORP$446,3060.09%1,429CommonNONE
882508104TXNTEXAS INSTRS INC$445,4730.09%2,479CommonNONE
922908769VTIVANGUARD INDEX FDS$445,2620.09%1,620CommonNONE
41653L602TRPAHARTFORD FDS EXCHANGE TRADED$444,6630.09%11,447CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$444,2600.09%9,794CommonNONE
620076307MSIMOTOROLA SOLUTIONS INC$441,7510.09%1,009CommonNONE
14040H105COFCAPITAL ONE FINL CORP$438,7520.09%2,447CommonNONE
922908629VOVANGUARD INDEX FDS$428,7830.08%1,658CommonNONE
438516106HONHONEYWELL INTL INC$425,6430.08%2,010CommonNONE
78409V104SPGIS&P GLOBAL INC$423,7980.08%834CommonNONE
254687106DISDISNEY WALT CO$423,7490.08%4,293CommonNONE
713448108PEPPEPSICO INC$418,3370.08%2,790CommonNONE
204166102CVLTCOMMVAULT SYS INC$412,7010.08%2,616CommonNONE
776696106ROPROPER TECHNOLOGIES INC$406,2420.08%689CommonNONE
389930207BTCGRAYSCALE BITCOIN MINI TR ET$400,9520.08%10,988CommonNONE
031162100AMGNAMGEN INC$400,0290.08%1,284CommonNONE
65339F101NEENEXTERA ENERGY INC$368,0310.07%5,192CommonNONE
922908744VTVVANGUARD INDEX FDS$362,0970.07%2,096CommonNONE
032654105ADIANALOG DEVICES INC$358,7730.07%1,779CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$354,7360.07%77CommonNONE
19260Q107COINCOINBASE GLOBAL INC$353,0710.07%2,050CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$337,7720.07%958CommonNONE
02079K107GOOGALPHABET INC$337,3710.07%2,159CommonNONE
370334104GISGENERAL MLS INC$335,3660.07%5,609CommonNONE
66987V109NVSNOVARTIS AG$334,1070.07%2,997CommonNONE
872540109TJXTJX COS INC NEW$332,6350.07%2,731CommonNONE
30231G102XOMEXXON MOBIL CORP$330,3890.06%2,778CommonNONE
609207105MDLZMONDELEZ INTL INC$323,7250.06%4,771CommonNONE
17275R102CSCOCISCO SYS INC$318,1580.06%5,156CommonNONE
64110L106NFLXNETFLIX INC$302,1420.06%324CommonNONE
46641Q746JPMBJ P MORGAN EXCHANGE TRADED F$299,1490.06%7,760CommonNONE
149123101CATCATERPILLAR INC$297,6740.06%903CommonNONE
464287671IUSGISHARES TR$297,2400.06%2,339CommonNONE
00162Q858SDOGALPS ETF TR$284,0520.06%4,889CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$283,4230.06%13,043CommonNONE
89832Q109TFCTRUIST FINL CORP$283,1560.06%6,881CommonNONE
00287Y109ABBVABBVIE INC$282,4330.06%1,348CommonNONE
452308109ITWILLINOIS TOOL WKS INC$278,1290.05%1,121CommonNONE
872590104TMUST-MOBILE US INC$276,3120.05%1,036CommonNONE
126117100CNACNA FINL CORP$268,7300.05%5,291CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$265,3370.05%507CommonNONE
G3075P101ESGRUSDENSTAR GROUP LIMITED$263,9100.05%794CommonNONE
29250N105ENBENBRIDGE INC$258,7240.05%5,839CommonNONE
459044103IBOCINTERNATIONAL BANCSHARES COR$257,9160.05%4,090CommonNONE
681919106OMCOMNICOM GROUP INC$256,1930.05%3,090CommonNONE
032095101APHAMPHENOL CORP NEW$255,6040.05%3,897CommonNONE
235851102DHRDANAHER CORPORATION$254,8150.05%1,243CommonNONE
20825C104COPCONOCOPHILLIPS$252,6910.05%2,406CommonNONE
38526M106LOPEGRAND CANYON ED INC$248,6310.05%1,437CommonNONE
093671105HRBBLOCK H & R INC$245,9970.05%4,480CommonNONE
949746101WMT2WELLS FARGO CO NEW$241,7880.05%3,368CommonNONE
060505104BACBANK AMERICA CORP$237,1060.05%5,682CommonNONE
922908595VBKVANGUARD INDEX FDS$235,7760.05%936CommonNONE
191216100KOCOCA COLA CO$234,7690.05%3,278CommonNONE
589400100MCYMERCURY GENL CORP NEW$232,1530.05%4,153CommonNONE
876030107TPRTAPESTRY INC$231,5120.05%3,288CommonNONE
03073E105CORCENCORA INC$228,3120.04%821CommonNONE
00214Q104ARKKARK ETF TR$226,5770.04%4,762CommonNONE
258278100DORMDORMAN PRODS INC$223,9620.04%1,858CommonNONE
437076102HDHOME DEPOT INC$218,0120.04%595CommonNONE
78464A847SPMDSPDR SER TR$214,9960.04%4,201CommonNONE
78464A672SPTISPDR SER TR$205,9140.04%7,205CommonNONE
717081103PFEPFIZER INC$205,2040.04%8,098CommonNONE
46090E103QQQINVESCO QQQ TR$200,8060.04%428CommonNONE

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.