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
NOW
Service Now, Inc.

Technology
412
+ 114.13%
$783.83 - $1170.39 $323K - $482K
773 $615K
TXN
Texas Instruments Inc

Technology
1.2K
+ 12.25%
N/A
10.9K $2.13M
IWD
Ishares Russell 1000 Val ETF

ETFs
761
+ 2.81%
$182.82 - $196.21 $139K - $149K
27.9K $5.24M
DUK
Duke Energy Corp

Utilities
45
+ 0.29%
$105.87 - $121.97 $4.76K - $5.49K
15.3K $1.87M
TGT
Target Corp

Consumer Defensive
3.36K
+ 75.6%
$103.65 - $142.5 $348K - $478K
7.8K $813K
XEL
Xcel Energy Inc

Utilities
2.81K
New
$63.37 - $72.1 $178K - $202K
2.81K $198K
FAST
Fastenal CO

Industrials
1.35K
+ 8.18%
$71.11 - $79.98 $95.6K - $108K
17.8K $1.38M
CAH
Cardinal Health Inc

Healthcare
119
+ 1.35%
$118.02 - $137.77 $14K - $16.4K
8.95K $1.23M
SYY
Sysco Corp

Consumer Defensive
2.5K
+ 81.12%
$70.0 - $77.13 $175K - $193K
5.58K $418K
PEP
Pepsico Inc

Consumer Defensive
1.54K
+ 5.97%
$142.64 - $156.42 $220K - $241K
27.4K $4.11M
ICE
Intercontinental Exchange, Inc.

Financial Services
126
+ 2.13%
$142.8 - $176.36 $18K - $22.2K
6.05K $1.04M
SO
Southern CO

Utilities
162
+ 1.06%
$80.96 - $92.96 $13.1K - $15.1K
15.4K $1.42M
WSO
Watsco Inc

Industrials
128
+ 4.66%
$463.86 - $530.75 $59.4K - $67.9K
2.87K $1.46M
ITW
Illinois Tool Works Inc

Industrials
688
+ 21.28%
$244.9 - $274.48 $168K - $189K
3.92K $972K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.9K
+ 15.21%
$50.39 - $50.66 $146K - $147K
22K $1.11M
EOG
Eog Resources Inc

Energy
751
+ 7.75%
$120.54 - $138.05 $90.5K - $104K
10.4K $1.34M
ACN
Accenture PLC

Technology
943
+ 23.52%
$300.91 - $398.25 $284K - $376K
4.95K $1.55M
JPIE
J P Morgan Exchange Traded Fd
2.78K
+ 48.99%
$45.46 - $46.18 $126K - $128K
8.46K $389K
CMCSA
Comcast Corp

Communication Services
4.04K
+ 14.04%
$33.19 - $38.23 $134K - $154K
32.8K $1.21M
ALL
Allstate Corp

Financial Services
54
+ 0.68%
$180.99 - $210.18 $9.77K - $11.3K
8K $1.66M
VGT
Vanguard Information Technolog

ETFs
429
+ 31.04%
$542.38 - $646.34 $233K - $277K
1.81K $982K
PFE
Pfizer Inc

Healthcare
8.14K
+ 11.34%
$25.01 - $27.13 $204K - $221K
79.9K $2.03M
GRMN
Garmin LTD

Technology
205
+ 3.03%
$204.55 - $241.93 $41.9K - $49.6K
6.98K $1.51M
SRE
Sempra Energy

Utilities
2.21K
+ 87.72%
$67.85 - $87.67 $150K - $194K
4.74K $338K
FISV
Fiserv Inc

Technology
925
+ 28.67%
N/A
4.15K $519K
EMR
Emerson Electric CO

Industrials
1.98K
+ 26.67%
$108.64 - $131.17 $216K - $260K
9.42K $1.03M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1K
+ 2.98%
$169.43 - $182.84 $169K - $183K
34.5K $5.98M
AFL
Aflac Inc

Financial Services
116
+ 1.01%
$100.99 - $111.19 $11.7K - $12.9K
11.6K $1.29M
DOW
Dow Inc.

Basic Materials
4.43K
+ 38.58%
$34.36 - $41.92 $152K - $186K
15.9K $555K
VOYA
Voya Financial, Inc.

Financial Services
1.61K
+ 11.63%
$65.1 - $75.67 $105K - $122K
15.4K $1.04M
EXC
Exelon Corp

Utilities
275
+ 3.28%
$37.3 - $46.08 $10.3K - $12.7K
8.67K $399K
MPWR
Monolithic Power Systems Inc

Technology
176
+ 9.4%
$565.7 - $720.25 $99.6K - $127K
2.05K $1.19M
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
12.5K
New
$6.04 - $6.31 $75.5K - $78.9K
12.5K $76K
PTNQ
Pacer Fds Tr Trendpliot 100 Et

ETFs
1.31K
+ 18.94%
$70.83 - $76.62 $92.4K - $100K
8.2K $581K
PPL
Ppl Corp

Utilities
40
+ 0.22%
$31.68 - $36.11 $1.27K - $1.44K
18.3K $659K
PANW
Palo Alto Networks Inc

Technology
480
+ 36.28%
$167.82 - $208.28 $80.6K - $100K
1.8K $307K
BP
Bp PLC

Energy
551
+ 5.85%
$29.93 - $35.31 $16.5K - $19.5K
9.96K $336K
SYK
Stryker Corp

Healthcare
35
+ 0.97%
$355.18 - $399.9 $12.4K - $14K
3.63K $1.35M
IYW
Ishares Dj Us Tech ETF

ETFs
630
+ 28.61%
$140.44 - $166.79 $88.5K - $105K
2.83K $397K
CF
Cf Industries Holdings, Inc.

Basic Materials
1.66K
+ 14.31%
$75.03 - $97.25 $124K - $161K
13.3K $1.04M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
800
+ 8.6%
$50.72 - $50.92 $40.6K - $40.7K
10.1K $513K
CRWD
Crowd Strike Holdings, Inc.

Technology
74
+ 4.91%
$308.86 - $455.36 $22.9K - $33.7K
1.58K $557K
WMB
Williams Companies, Inc.

Energy
11
+ 0.15%
$54.02 - $61.09 $594 - $672
7.18K $429K
SPGI
S&P Global Inc.

Financial Services
30
+ 1.52%
$478.26 - $543.77 $14.3K - $16.3K
2.01K $1.02M
AFG
American Financial Group Inc

Financial Services
588
+ 6.61%
$119.82 - $138.45 $70.5K - $81.4K
9.48K $1.25M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
146
+ 5.46%
$75.32 - $84.77 $11K - $12.4K
2.82K $230K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
8
+ 0.14%
$42.3 - $53.69 $338 - $430
5.74K $298K
FE
Firstenergy Corp

Utilities
316
+ 3.45%
$37.95 - $43.5 $12K - $13.7K
9.48K $383K
KMB
Kimberly Clark Corp

Consumer Defensive
1
+ 0.06%
$124.46 - $147.4 $124 - $147
1.64K $232K
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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