Confluence Wealth Services, Inc. Reduced Holdings in Q4 2024

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VB
Vanguard Small Cap ETF

ETFs
-10
- 0.61%
$233.76 - $261.58 $2.34K - $2.62K
1.62K $388K
XVV
Ishares Tr Esg Screened S&P 50

ETFs
-87
- 0.92%
$43.67 - $47.04 $3.8K - $4.09K
9.37K $424K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-215
- 3.62%
$43.37 - $51.46 $9.32K - $11.1K
5.73K $276K
IWY
Ishares Tr Russell 200 Growth

ETFs
-41
- 3.13%
$216.72 - $244.71 $8.89K - $10K
1.27K $299K
BAC
Bank Of America Corp

Financial Services
-1.69K
- 8.02%
$39.22 - $47.77 $66.1K - $80.5K
19.3K $848K
ENB
Enbridge Inc

Energy
-59
- 0.62%
$40.4 - $43.92 $2.38K - $2.59K
9.41K $399K
CMI
Cummins Inc

Industrials
-91
- 4.16%
$324.93 - $383.42 $29.6K - $34.9K
2.1K $730K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-10
- 0.22%
$77.25 - $91.3 $773 - $913
4.63K $394K
KMI
Kinder Morgan, Inc.

Energy
-1.5K
- 10.43%
$22.59 - $28.54 $33.9K - $42.8K
12.9K $352K
SNV
Synovus Financial Corp

Financial Services
-321
- 3.75%
$42.5 - $58.73 $13.6K - $18.9K
8.23K $421K
IVW
Ishares S&P 500 Growth ETF

ETFs
-192
- 1.0%
$94.43 - $105.47 $18.1K - $20.3K
19K $1.92M
CRM
Salesforce, Inc.

Technology
-8
- 0.37%
$270.87 - $367.87 $2.17K - $2.94K
2.15K $717K
DIS
Walt Disney CO

Communication Services
-552
- 4.31%
$92.39 - $117.6 $51K - $64.9K
12.3K $1.36M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-423
- 1.42%
$178.39 - $215.0 $75.5K - $90.9K
29.3K $5.66M
MCK
Mckesson Corp

Healthcare
-155
- 4.71%
$482.27 - $628.5 $74.8K - $97.4K
3.13K $1.79M
TPL
Texas Pacific Land Corp

Energy
-77
- 4.95%
$915.49 - $1730.0 $70.5K - $133K
1.48K $1.64M
SHOP
Shopify Inc.

Technology
-45
- 0.38%
$78.14 - $119.49 $3.52K - $5.38K
11.8K $1.25M
CSCO
Cisco Systems, Inc.

Technology
-1.01K
- 1.36%
$52.45 - $60.02 $52.9K - $60.6K
73.1K $4.33M
NFLX
Netflix Inc

Communication Services
-6
- 0.26%
$687.65 - $936.56 $4.13K - $5.62K
2.34K $2.09M
WMT
Walmart Inc.

Consumer Defensive
-891
- 1.41%
$79.1 - $95.7 $70.5K - $85.3K
62.5K $5.64M
AMZN
Amazon Com Inc

Consumer Cyclical
-261
- 1.11%
$180.88 - $232.93 $47.2K - $60.8K
23.3K $5.1M
JPM
Jpmorgan Chase & CO

Financial Services
-959
- 2.13%
$205.18 - $250.29 $197K - $240K
44K $10.6M
AAPL
Apple Inc.

Technology
-6.86K
- 3.73%
$221.69 - $259.02 $1.52M - $1.78M
177K $44.3M
AVGO
Broadcom Inc.

Technology
-13
- 0.03%
$159.67 - $250.0 $2.08K - $3.25K
41.2K $9.54M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.38K
- 0.54%
$370.24 - $418.94 $511K - $579K
253K $102M
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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