Confluence Wealth Services, Inc. Incresed Positions in Q1 2025

Confluence Wealth Services, Inc.

  • $1.52 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
128K
+ 12.15%
$67.08 - $76.14 $8.6M - $9.76M
1.18M $87.2M
CGDV
Capital Group Divid Value ETF

ETFs
382K
+ 8.12%
$34.95 - $37.36 $13.4M - $14.3M
5.09M $181M
VIG
Vanguard Dividend Appreciation

ETFs
61.1K
+ 10.2%
N/A
660K $120M
JEPI
J P Morgan Exchange Traded Fd

ETFs
183K
+ 11.54%
$56.17 - $59.71 $10.3M - $10.9M
1.77M $101M
VTI
Vanguard Total Stock Market Et

ETFs
32.6K
+ 633.15%
$271.18 - $303.12 $8.83M - $9.87M
37.7K $10.4M
DFIV
Dimensional ETF Tr

ETFs
71.1K
+ 4.93%
$35.33 - $40.77 $2.51M - $2.9M
1.51M $59.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
50.7K
+ 10.1%
$74.85 - $84.89 $3.8M - $4.31M
553K $45.2M
DFAX
Dimensional ETF Tr
199K
+ 14.57%
$24.45 - $27.2 $4.86M - $5.41M
1.56M $41M
XOM
Exxon Mobil Corp

Energy
39.8K
+ 58.83%
$105.44 - $118.93 $4.2M - $4.74M
108K $12.8M
TRV
Travelers Companies, Inc.

Financial Services
18.8K
+ 1806.74%
$232.43 - $265.13 $4.36M - $4.97M
19.8K $5.23M
MUB
Ishares National Muni Bond ETF

ETFs
31.4K
+ 70.76%
$104.71 - $107.69 $3.29M - $3.38M
75.8K $7.99M
CGCP
Capital Group Core Plus Income

ETFs
127K
+ 12.15%
$21.94 - $22.64 $2.79M - $2.88M
1.17M $26.4M
DE
Deere & CO

Industrials
4.37K
+ 181.5%
$408.57 - $509.27 $1.78M - $2.22M
6.77K $3.18M
ABBV
Abb Vie Inc.

Healthcare
7.38K
+ 44.7%
$169.2 - $216.66 $1.25M - $1.6M
23.9K $5M
LLY
Eli Lilly & CO

Healthcare
1.52K
+ 17.3%
$725.72 - $929.72 $1.1M - $1.41M
10.3K $8.52M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.29K
+ 10.03%
$442.66 - $534.52 $572K - $691K
14.2K $7.55M
JPM
Jpmorgan Chase & CO

Financial Services
5.74K
+ 13.03%
$225.19 - $279.95 $1.29M - $1.61M
49.8K $12.2M
NVDA
Nvidia Corp

Technology
27.9K
+ 48.39%
$106.98 - $149.43 $2.99M - $4.17M
85.7K $9.28M
COST
Costco Wholesale Corp

Consumer Defensive
1.42K
+ 30.46%
$890.62 - $1076.86 $1.26M - $1.53M
6.07K $5.74M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
31.8K
+ 13.37%
$39.96 - $43.3 $1.27M - $1.38M
270K $11.1M
CB
Chubb LTD

Financial Services
3.59K
+ 35.4%
$257.71 - $301.99 $926K - $1.09M
13.7K $4.15M
PM
Philip Morris International Inc.

Consumer Defensive
4.39K
+ 31.71%
$117.15 - $158.79 $514K - $696K
18.2K $2.89M
CWB
Spdr Bloomberg Convertible Sec

ETFs
16.1K
+ 106.52%
$75.99 - $81.58 $1.23M - $1.32M
31.3K $2.39M
ABT
Abbott Laboratories

Healthcare
5.09K
+ 18.92%
$111.1 - $140.22 $565K - $713K
32K $4.24M
NEE
Nextera Energy Inc

Utilities
16.1K
+ 75.42%
$66.96 - $76.16 $1.08M - $1.23M
37.6K $2.66M
JNJ
Johnson & Johnson

Healthcare
1.7K
+ 4.29%
$142.06 - $167.7 $241K - $284K
41.2K $6.83M
V
Visa Inc.

Financial Services
1.18K
+ 6.0%
$306.92 - $362.71 $361K - $426K
20.8K $7.27M
CGXU
Capital Group Intl Focus Equit

ETFs
55.5K
+ 3.81%
$24.48 - $26.59 $1.36M - $1.48M
1.51M $37M
WMT
Walmart Inc.

Consumer Defensive
13.9K
+ 22.26%
$84.5 - $105.05 $1.17M - $1.46M
76.4K $6.7M
GLD
Spdr Gold Trust

ETFs
1.09K
+ 7.08%
$243.19 - $288.14 $265K - $314K
16.5K $4.74M
CVX
Chevron Corp

Energy
469
+ 1.13%
$146.71 - $167.97 $68.8K - $78.8K
41.9K $7.01M
CSCO
Cisco Systems, Inc.

Technology
12.1K
+ 16.5%
$58.74 - $64.87 $708K - $782K
85.1K $5.25M
RTX
Raytheon Technologies Corp

Industrials
6.48K
+ 156.5%
$114.1 - $135.66 $739K - $879K
10.6K $1.41M
ADI
Analog Devices Inc

Technology
4.5K
+ 487.34%
$201.56 - $243.82 $908K - $1.1M
5.43K $1.09M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1.88K
+ 71.4%
$497.6 - $606.74 $936K - $1.14M
4.52K $2.25M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.66K
+ 61.88%
$551.42 - $612.93 $916K - $1.02M
4.35K $2.43M
DFAE
Dimensional ETF Tr

ETFs
25.3K
+ 7.17%
$24.64 - $26.86 $623K - $679K
378K $9.78M
GOOG
Alphabet Inc.

Communication Services
9.62K
+ 45.95%
$156.06 - $207.71 $1.5M - $2M
30.6K $4.77M
VUG
Vanguard Growth ETF

ETFs
2.18K
+ 203.65%
$369.1 - $427.61 $804K - $931K
3.25K $1.2M
AMGN
Amgen Inc

Healthcare
2.04K
+ 81.14%
$258.59 - $327.36 $529K - $669K
4.56K $1.42M
VTV
Vanguard Value ETF

ETFs
4.31K
+ 100.28%
$167.73 - $179.21 $723K - $772K
8.61K $1.49M
IGRO
Ishares Tr International Divid

ETFs
2.72K
+ 2.18%
$66.91 - $73.87 $182K - $201K
127K $9.24M
GOOGL
Alphabet Inc.

Communication Services
11.2K
+ 39.36%
$154.33 - $206.19 $1.73M - $2.31M
39.6K $6.12M
ORCL
Oracle Corp

Technology
7.41K
+ 65.1%
$139.81 - $186.47 $1.04M - $1.38M
18.8K $2.63M
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
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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