Confluence Wealth Services, Inc. Purchases in Q1 2025

Confluence Wealth Services, Inc.

  • $1.52 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CRM
Salesforce, Inc.

Technology
3.23K
+ 150.37%
$268.36 - $359.95 $866K - $1.16M
5.37K $1.44M
LOW
Lowes Companies Inc

Consumer Cyclical
3.2K
+ 75.2%
$222.66 - $268.42 $713K - $859K
7.46K $1.74M
TMUS
T Mobile Us, Inc.

Communication Services
1.94K
+ 57.59%
$211.3 - $272.83 $410K - $530K
5.31K $1.42M
UNP
Union Pacific Corp

Industrials
2.45K
+ 27.34%
$225.21 - $254.42 $552K - $624K
11.4K $2.7M
CAT
Caterpillar Inc

Industrials
2.36K
+ 60.75%
$326.75 - $407.63 $771K - $962K
6.24K $2.06M
KR
Kroger CO

Consumer Defensive
8.28K
+ 137.8%
$58.36 - $67.72 $483K - $561K
14.3K $967K
CGUS
Capital Group Core Equity ETF
18.1K
+ 111.36%
$33.08 - $36.62 $598K - $662K
34.3K $1.15M
ELV
Elevance Health, Inc.

Healthcare
1.33K
New
$365.9 - $436.25 $485K - $578K
1.33K $576K
EFG
Msci Eafe Growth ETF

ETFs
5.74K
New
$96.1 - $106.37 $551K - $610K
5.74K $573K
AXP
American Express CO

Financial Services
2.6K
+ 56.4%
$255.39 - $325.87 $664K - $848K
7.21K $1.94M
CL
Colgate Palmolive CO

Consumer Defensive
5.7K
New
$85.68 - $97.5 $488K - $556K
5.7K $534K
PG
Procter & Gamble CO

Consumer Defensive
2.26K
+ 5.39%
$158.56 - $176.26 $358K - $397K
44.1K $7.51M
QCOM
Qualcomm Inc

Technology
3.19K
+ 38.39%
$151.94 - $175.86 $485K - $561K
11.5K $1.77M
EBAY
Ebay Inc

Consumer Cyclical
7.11K
New
$61.61 - $70.93 $438K - $504K
7.11K $481K
IAU
Ishares Gold Trust

ETFs
1.36K
+ 3.22%
$49.74 - $58.96 $67.5K - $80.1K
43.5K $2.57M
CVS
Cvs Health Corp

Healthcare
5.42K
+ 131.69%
$44.22 - $68.64 $240K - $372K
9.54K $646K
DFIC
Dimensional ETF Tr Dimensional

ETFs
16.4K
New
$25.54 - $28.79 $418K - $471K
16.4K $454K
UNH
Unitedhealth Group Inc

Healthcare
612
+ 8.91%
$461.52 - $548.18 $282K - $335K
7.48K $3.92M
MCD
Mcdonalds Corp

Consumer Cyclical
668
+ 6.47%
$279.74 - $321.29 $187K - $215K
11K $3.43M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
4.01K
+ 117.95%
$97.38 - $104.52 $390K - $419K
7.41K $756K
VB
Vanguard Small Cap ETF

ETFs
2.01K
+ 124.47%
$217.89 - $252.64 $439K - $509K
3.63K $805K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
9.79K
+ 49.37%
$51.45 - $58.51 $504K - $573K
29.6K $1.53M
AEP
American Electric Power CO Inc

Utilities
2.98K
+ 58.34%
$90.32 - $109.27 $269K - $325K
8.08K $882K
PH
Parker Hannifin Corp

Industrials
674
New
$591.65 - $707.05 $399K - $477K
674 $409K
MO
Altria Group, Inc.

Consumer Defensive
269
+ 0.54%
$50.81 - $60.02 $13.7K - $16.1K
50.5K $3.03M
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
37.5K
New
$10.14 - $10.65 $380K - $399K
37.5K $381K
URI
United Rentals, Inc.

Industrials
602
New
$594.17 - $789.56 $358K - $475K
602 $377K
LMT
Lockheed Martin Corp

Industrials
1.09K
+ 34.32%
$423.19 - $506.29 $461K - $552K
4.27K $1.91M
GE
General Electric CO

Industrials
272
+ 3.23%
$168.59 - $212.13 $45.9K - $57.7K
8.69K $1.74M
TPL
Texas Pacific Land Corp

Energy
7
+ 0.47%
$1180.08 - $1431.01 $8.26K - $10K
1.49K $1.97M
SBUX
Starbucks Corp

Consumer Cyclical
3.02K
+ 84.94%
$91.75 - $115.81 $277K - $350K
6.57K $644K
ADP
Automatic Data Processing Inc

Industrials
1K
+ 119.19%
$286.85 - $318.64 $287K - $319K
1.84K $561K
DD
Du Pont De Nemours, Inc.

Basic Materials
4.42K
+ 37.61%
$72.7 - $84.32 $322K - $373K
16.2K $1.21M
MPC
Marathon Petroleum Corp

Energy
1.11K
+ 4.62%
$134.72 - $159.03 $149K - $176K
25.1K $3.65M
ROK
Rockwell Automation, Inc

Industrials
1.19K
New
$255.29 - $303.75 $303K - $361K
1.19K $306K
SUB
Ishares Short Term National Mu

ETFs
2.85K
+ 15.18%
$105.3 - $106.24 $300K - $303K
21.6K $2.28M
XLP
Consumer Staples Sector Spdr

ETFs
3.84K
New
N/A
3.84K $291K
COF
Capital One Financial Corp

Financial Services
1.6K
New
$163.87 - $209.82 $262K - $336K
1.6K $286K
VV
Vanguard Large Cap ETF

ETFs
1.1K
New
$253.32 - $282.66 $279K - $311K
1.1K $282K
FNF
Fidelity National Financial, Inc.

Financial Services
872
+ 3.63%
$54.25 - $65.27 $47.3K - $56.9K
24.9K $1.62M
EQT
Eqt Corp

Energy
4.97K
New
$46.16 - $54.25 $229K - $270K
4.97K $265K
D
Dominion Energy, Inc

Utilities
4.29K
+ 38.47%
$52.85 - $57.43 $227K - $247K
15.5K $866K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.8K
+ 7.81%
$126.11 - $135.06 $227K - $243K
24.8K $3.2M
ATO
Atmos Energy Corp

Utilities
1.65K
New
$136.51 - $154.58 $225K - $255K
1.65K $254K
PPG
Ppg Industries Inc

Basic Materials
2.59K
+ 81.29%
$107.44 - $124.29 $278K - $322K
5.78K $631K
NKE
Nike, Inc.

Consumer Cyclical
6.69K
+ 46.44%
$63.29 - $81.72 $424K - $547K
21.1K $1.34M
VBR
Vanguard Small Cap Value ETF

ETFs
1.33K
New
$183.02 - $207.75 $244K - $277K
1.33K $248K
TJX
Tjx Companies Inc

Consumer Cyclical
1.94K
+ 41.53%
$112.81 - $126.16 $219K - $245K
6.62K $806K
KO
Coca Cola CO

Consumer Defensive
960
+ 5.43%
$60.81 - $72.32 $58.4K - $69.4K
18.6K $1.33M
Activity Summary
Buys All Purchases 198 New Holdings 28 Increased Positions 170 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
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