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
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
MPWR
Monolithic Power Systems Inc

Technology
176
+ 9.4%
$565.7 - $720.25 $99.6K - $127K
2.05K $1.19M
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
NULV
Nuveen Esg Large Cap Value ETF

ETFs
44
+ 0.41%
$38.89 - $41.6 $1.71K - $1.83K
10.7K $433K
NYT
New York Times CO

Communication Services
1.48K
+ 6.12%
$46.9 - $55.89 $69.3K - $82.5K
25.6K $1.27M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.03%
$71.24 - $83.64 $71.2 - $83.6
2.87K $224K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2
+ 0.04%
$55.47 - $61.45 $111 - $123
5.51K $324K
IVE
Ishares S&P 500 Value ETF

ETFs
62
+ 2.49%
$185.78 - $198.58 $11.5K - $12.3K
2.56K $486K
F
Ford Motor CO

Consumer Cyclical
223
+ 1.99%
$9.12 - $10.43 $2.03K - $2.33K
11.4K $114K
MET
Metlife Inc

Financial Services
213
+ 2.33%
$77.7 - $87.0 $16.6K - $18.5K
9.36K $751K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
471
+ 1.49%
$55.41 - $60.74 $26.1K - $28.6K
32.2K $1.82M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
545
+ 5.82%
$42.24 - $47.29 $23K - $25.8K
9.92K $424K
Capital Group Core Balanced ETF
47.6K
+ 22.16%
N/A
263K $0
Capital Group Intl Equity ETF
1.7K
+ 1.64%
N/A
106K $0
CGMS
Capital Grp Core Plus Income E
87.6K
+ 68.01%
N/A
216K $0
Capital Group New Geography Equity ETF
26K
+ 7.86%
N/A
357K $0
Ge Vernova Incorporated
157
+ 8.55%
N/A
1.99K $0
Capital Group Divid Growers ETF
187K
+ 13.5%
N/A
1.57M $0
Linde PLC Shs
1.19K
+ 77.63%
N/A
2.73K $0
Coherent Corporation
993
+ 10.97%
N/A
10K $0
CGMU
Capital Group Core Plus Income
78.3K
+ 12.53%
N/A
703K $0
CGNX
Cognex Corp

Technology
5.35K
+ 19.51%
$29.83 - $41.02 $160K - $219K
32.8K $977K
RF
Regions Financial Corp

Financial Services
4.14K
+ 7.66%
$20.84 - $24.77 $86.4K - $103K
58.3K $1.27M
CSQ
Calamos Strategic Total Return Fund

Financial Services
466
+ 4.51%
$15.97 - $18.5 $7.44K - $8.62K
10.8K $174K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
130
+ 4.09%
$507.05 - $563.67 $65.9K - $73.3K
3.31K $1.7M
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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