Confluence Wealth Services, Inc. Incresed Positions in Q4 2024

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WSO
Watsco Inc

Industrials
456
+ 19.92%
$466.57 - $568.78 $213K - $259K
2.75K $1.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
247
+ 8.44%
$521.84 - $558.82 $129K - $138K
3.18K $1.71M
TROW
Price T Rowe Group Inc

Financial Services
1.04K
+ 10.68%
$106.48 - $124.69 $111K - $130K
10.8K $1.22M
RF
Regions Financial Corp

Financial Services
5.88K
+ 12.19%
$22.45 - $27.47 $132K - $162K
54.1K $1.27M
QCOM
Qualcomm Inc

Technology
1.67K
+ 25.15%
$150.4 - $178.04 $251K - $297K
8.31K $1.28M
NYT
New York Times CO

Communication Services
4.02K
+ 20.0%
$52.01 - $56.83 $209K - $228K
24.1K $1.26M
DE
Deere & CO

Industrials
276
+ 12.96%
$389.45 - $466.0 $107K - $129K
2.41K $1.02M
EW
Edwards Lifesciences Corp

Healthcare
1.24K
+ 31.69%
$64.54 - $75.92 $80.2K - $94.4K
5.17K $382K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
68
+ 8.75%
$260.53 - $404.79 $17.7K - $27.5K
845 $323K
ALL
Allstate Corp

Financial Services
419
+ 5.57%
$181.25 - $208.2 $75.9K - $87.2K
7.95K $1.53M
VUG
Vanguard Growth ETF

ETFs
189
+ 21.48%
$378.79 - $428.11 $71.6K - $80.9K
1.07K $438K
CRWD
Crowd Strike Holdings, Inc.

Technology
26
+ 1.75%
$275.15 - $388.2 $7.15K - $10.1K
1.51K $515K
MU
Micron Technology Inc

Technology
1.66K
+ 81.21%
$84.16 - $113.41 $140K - $188K
3.7K $311K
VTI
Vanguard Total Stock Market Et

ETFs
222
+ 4.51%
$280.04 - $302.45 $62.2K - $67.1K
5.14K $1.49M
NOW
Service Now, Inc.

Technology
41
+ 12.81%
$867.18 - $1148.42 $35.6K - $47.1K
361 $382K
VOYA
Voya Financial, Inc.

Financial Services
3.02K
+ 27.98%
$65.93 - $83.9 $199K - $253K
13.8K $950K
HON
Honeywell International Inc

Industrials
263
+ 14.64%
$202.84 - $236.0 $53.3K - $62.1K
2.06K $465K
BX
Blackstone Inc.

Financial Services
299
+ 14.45%
$148.45 - $199.05 $44.4K - $59.5K
2.37K $408K
C
Citigroup Inc

Financial Services
828
+ 19.61%
$61.31 - $72.5 $50.8K - $60K
5.05K $355K
CGNX
Cognex Corp

Technology
5.2K
+ 23.4%
$35.61 - $43.05 $185K - $224K
27.4K $982K
MO
Altria Group, Inc.

Consumer Defensive
411
+ 0.83%
$49.06 - $57.74 $20.2K - $23.7K
50.2K $2.62M
HBAN
Huntington Bancshares Inc

Financial Services
1.84K
+ 5.93%
$14.18 - $18.2 $26.1K - $33.5K
32.9K $535K
FDX
Fedex Corp

Industrials
213
+ 8.47%
$260.5 - $305.15 $55.5K - $65K
2.73K $767K
CAH
Cardinal Health Inc

Healthcare
74
+ 0.85%
$107.89 - $125.33 $7.98K - $9.27K
8.83K $1.04M
NKE
Nike, Inc.

Consumer Cyclical
2.85K
+ 24.66%
$73.36 - $89.13 $209K - $254K
14.4K $1.09M
WMB
Williams Companies, Inc.

Energy
177
+ 2.53%
$46.37 - $59.74 $8.21K - $10.6K
7.17K $387K
MAR
Marriott International Inc

Consumer Cyclical
57
+ 3.34%
$246.06 - $292.59 $14K - $16.7K
1.77K $492K
LSTR
Landstar System Inc

Industrials
952
+ 16.88%
$171.86 - $192.81 $164K - $184K
6.59K $1.13M
SUB
Ishares Short Term National Mu

ETFs
749
+ 4.15%
$104.94 - $106.2 $78.6K - $79.5K
18.8K $1.98M
VTV
Vanguard Value ETF

ETFs
485
+ 12.72%
$168.32 - $181.87 $81.6K - $88.2K
4.3K $727K
SBUX
Starbucks Corp

Consumer Cyclical
827
+ 30.34%
$87.44 - $102.5 $72.3K - $84.8K
3.55K $323K
VST
Vistra Corp.

Utilities
13
+ 0.45%
$115.74 - $166.61 $1.5K - $2.17K
2.91K $401K
TT
Trane Technologies PLC

Industrials
326
+ 8.9%
$369.35 - $419.14 $120K - $137K
3.99K $1.47M
TRV
Travelers Companies, Inc.

Financial Services
144
+ 16.11%
$225.97 - $266.66 $32.5K - $38.4K
1.04K $250K
VCR
Vanguard Consumer Discretionar

ETFs
2
+ 0.19%
$328.51 - $401.37 $657 - $803
1.04K $390K
IAU
Ishares Gold Trust

ETFs
783
+ 1.89%
$48.37 - $52.65 $37.9K - $41.2K
42.2K $2.09M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
218
+ 4.21%
$55.73 - $66.16 $12.1K - $14.4K
5.39K $325K
PANW
Palo Alto Networks Inc

Technology
686
+ 107.69%
$181.96 - $405.9 $125K - $278K
1.32K $240K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
13
+ 0.28%
$100.18 - $109.1 $1.3K - $1.42K
4.73K $495K
FISV
Fiserv Inc

Technology
130
+ 4.2%
N/A
3.23K $403K
RTX
Raytheon Technologies Corp

Industrials
315
+ 8.24%
$114.45 - $127.21 $36.1K - $40.1K
4.14K $479K
GLD
Spdr Gold Trust

ETFs
127
+ 0.83%
$236.59 - $257.5 $30K - $32.7K
15.4K $3.72M
VEEV
Veeva Systems Inc

Healthcare
72
+ 7.22%
$201.81 - $250.45 $14.5K - $18K
1.07K $224K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
9
+ 0.59%
$180.39 - $205.43 $1.62K - $1.85K
1.54K $292K
ADP
Automatic Data Processing Inc

Industrials
2
+ 0.24%
$280.08 - $307.97 $560 - $616
839 $245K
SRE
Sempra Energy

Utilities
6
+ 0.24%
$80.81 - $94.77 $485 - $569
2.52K $221K
CET
Central Securities Corp

Financial Services
254
+ 4.27%
$45.38 - $49.1 $11.5K - $12.5K
6.2K $283K
IWM
Ishares Russell 2000 ETF

ETFs
38
+ 0.71%
$216.13 - $242.4 $8.21K - $9.21K
5.4K $1.19M
JPIE
J P Morgan Exchange Traded Fd
251
+ 4.63%
$45.59 - $46.25 $11.4K - $11.6K
5.68K $258K
Activity Summary
Buys All Purchases 174 New Holdings 17 Increased Positions 157 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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