StockDriftsStockDriftsTop 50 Convergence Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 9.64% | 1.60M | $90.9M | +126.37%(+894.20K) | $52.07(+18.38%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 7.65% | 2.82M | $72.1M | +116.90%(+1.52M) | $25.63(-0.92%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 6.54% | 673.3K | $61.7M | +92.81%(+324.11K) | $91.60(-0.18%) | 2026-03-31 | |
| MDYG | SPDR SERIES TRUST | 5.61% | 548.8K | $52.9M | +103.95%(+279.73K) | $86.43(+27.12%) | 2026-03-31 | |
| MDYV | SPDR SERIES TRUST | 5.44% | 601.3K | $51.4M | +96.26%(+294.92K) | $77.81(+21.18%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 5.23% | 499.4K | $49.4M | -7.97%(-43.26K) | $73.90(+58.59%) | 2026-03-31 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 2.69% | 352.0K | $25.3M | -2.61%(-9.45K) | $57.79(+38.75%) | 2026-03-31 | |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 2.43% | 462.5K | $22.9M | +17.73%(+69.64K) | $50.37(-2.61%) | 2026-03-31 | |
| TSLA | TESLA INC | 2.27% | 57.5K | $21.4M | +120.05%(+31.40K) | $328.91(+19.62%) | 2026-03-31 | |
| MTUM | ISHARES TR | 2.27% | 88.3K | $21.4M | +5.38%(+4.51K) | $208.85(+51.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.50% | +31.28% |
| Top 20 Holdings Unweighted | +11.05% | +36.95% |
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