Confluence Wealth Services, Inc. Sells in Q1 2025

Confluence Wealth Services, Inc.

  • $1.52 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BK
Bank Of New York Mellon Corp

Financial Services
-1.79K
- 13.31%
$75.42 - $88.95 $135K - $159K
11.7K $977K
RDVY
First Trust Rising Dividend Ac

ETFs
-804
- 6.3%
$57.22 - $63.39 $46K - $51K
12K $700K
BAC
Bank Of America Corp

Financial Services
-192
- 0.99%
$39.61 - $47.74 $7.61K - $9.17K
19.1K $797K
IWY
Ishares Tr Russell 200 Growth

ETFs
-66
- 5.19%
$210.19 - $243.33 $13.9K - $16.1K
1.21K $254K
SNV
Synovus Financial Corp

Financial Services
-86
- 1.05%
$43.7 - $56.87 $3.76K - $4.89K
8.14K $380K
GIS
General Mills Inc

Consumer Defensive
-4
- 0.04%
$57.56 - $65.3 $230 - $261
9.05K $540K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-126
- 7.48%
$168.16 - $186.21 $21.2K - $23.5K
1.56K $266K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-126
- 5.07%
$179.71 - $192.06 $22.6K - $24.2K
2.36K $434K
INTC
Intel Corp

Technology
-3.6K
- 16.77%
$19.1 - $27.39 $68.8K - $98.7K
17.9K $406K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-31
- 1.15%
$81.62 - $96.63 $2.53K - $3K
2.67K $222K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
-529
- 2.71%
$14.21 - $15.67 $7.52K - $8.29K
19K $270K
C
Citigroup Inc

Financial Services
-293
- 5.8%
$67.23 - $84.63 $19.7K - $24.8K
4.76K $337K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-2
- 0.13%
$175.5 - $209.86 $351 - $420
1.54K $279K
NFLX
Netflix Inc

Communication Services
-114
- 4.86%
$828.4 - $1058.6 $94.4K - $121K
2.23K $2.08M
NUE
Nucor Corp

Basic Materials
-430
- 3.61%
$114.48 - $142.52 $49.2K - $61.3K
11.5K $1.38M
IXUS
Ishares Tr

ETFs
-460
- 7.35%
$65.06 - $72.31 $29.9K - $33.3K
5.8K $405K
KMI
Kinder Morgan, Inc.

Energy
-815
- 6.33%
$26.1 - $31.22 $21.3K - $25.4K
12.1K $344K
CET
Central Securities Corp

Financial Services
-57
- 0.92%
$44.41 - $48.17 $2.53K - $2.75K
6.15K $276K
BDX
Becton Dickinson & CO

Healthcare
-36
- 1.16%
$222.79 - $249.08 $8.02K - $8.97K
3.07K $703K
Te Connectivity PLC Ord Shs
-150
- 8.56%
N/A
1.6K $0
Capital Group Muni High Income ETF
-5.21K
- 0.83%
N/A
621K $0
JGRO
J P Morgan Exchange Traded Fd
-97
- 1.26%
N/A
7.63K $0
ZTS
Zoetis Inc.

Healthcare
-9
- 0.58%
$156.48 - $175.67 $1.41K - $1.58K
1.55K $254K
TSCO
Tractor Supply CO

Consumer Cyclical
-500
- 3.45%
$51.66 - $57.94 $25.8K - $29K
14K $770K
MU
Micron Technology Inc

Technology
-77
- 2.08%
$86.89 - $109.38 $6.69K - $8.42K
3.63K $315K
WFC
Wells Fargo & Company

Financial Services
-60
- 0.84%
$66.78 - $81.42 $4.01K - $4.89K
7.09K $508K
DWLD
Davis Fundamental ETF Tr

ETFs
-75
- 1.22%
$35.32 - $39.55 $2.65K - $2.97K
6.08K $229K
VEA
Vanguard Ftse Developed Market

ETFs
-527
- 4.33%
$47.4 - $52.99 $25K - $27.9K
11.7K $592K
VEEV
Veeva Systems Inc

Healthcare
-36
- 3.37%
$210.58 - $246.8 $7.58K - $8.88K
1.03K $239K
RRC
Range Resources Corp

Energy
-392
- 3.81%
$35.22 - $41.29 $13.8K - $16.2K
9.89K $394K
COP
Conocophillips

Energy
-988
- 4.17%
$88.6 - $105.85 $87.5K - $105K
22.7K $2.39M
DTE
Dte Energy CO

Utilities
-96
- 3.28%
$117.6 - $138.27 $11.3K - $13.3K
2.83K $391K
PSX
Phillips 66

Energy
-155
- 2.3%
$113.93 - $131.55 $17.7K - $20.4K
6.59K $813K
BMY
Bristol Myers Squibb CO

Healthcare
-152
- 1.19%
$53.9 - $63.11 $8.19K - $9.59K
12.6K $768K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-300
- 3.64%
$56.12 - $68.15 $16.8K - $20.4K
7.94K $539K
NEM
Newmont Corp

Basic Materials
-200
- 3.83%
$37.79 - $48.39 $7.56K - $9.68K
5.02K $242K
MMM
3 M CO

Industrials
-22
- 0.71%
$129.7 - $155.12 $2.85K - $3.41K
3.06K $449K
GILD
Gilead Sciences, Inc.

Healthcare
-387
- 7.08%
$89.14 - $117.41 $34.5K - $45.4K
5.08K $568K
VLO
Valero Energy Corp

Energy
-14
- 0.2%
$121.76 - $142.99 $1.7K - $2K
7.08K $935K
IEFA
Ishares Tr

ETFs
-3.02K
- 5.34%
$69.57 - $78.65 $210K - $237K
53.6K $4.05M
CI
Cigna Corp

Healthcare
-7
- 0.46%
$274.49 - $329.0 $1.92K - $2.3K
1.51K $495K
NFG
National Fuel Gas CO

Energy
-1
- 0.02%
$60.71 - $79.19 $60.7 - $79.2
4.65K $367K
ED
Consolidated Edison Inc

Utilities
-7
- 0.16%
$88.0 - $110.59 $616 - $774
4.39K $485K
YUM
Yum Brands Inc

Consumer Cyclical
-21
- 0.39%
$123.25 - $162.53 $2.59K - $3.41K
5.36K $843K
VZ
Verizon Communications Inc

Communication Services
-1.11K
- 1.83%
$37.81 - $46.49 $41.8K - $51.4K
59.2K $2.68M
WM
Waste Management Inc

Industrials
-103
- 0.99%
$200.54 - $233.78 $20.7K - $24.1K
10.3K $2.39M
T
At&T Inc.

Communication Services
-176
- 0.28%
$21.56 - $28.28 $3.79K - $4.98K
61.7K $1.75M
IBM
International Business Machines Corp

Technology
-41
- 0.28%
$217.4 - $264.74 $8.91K - $10.9K
14.7K $3.66M
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
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email