Confluence Wealth Services, Inc. Purchases in Q3 2025

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
1.78K
+ 20.55%
$175.51 - $186.57 $312K - $332K
10.4K $1.95M
HSY
Hershey CO

Consumer Defensive
2.22K
New
$161.95 - $193.45 $359K - $428K
2.22K $414K
WMT
Walmart Inc.

Consumer Defensive
156
+ 0.21%
$94.4 - $104.27 $14.7K - $16.3K
75.1K $7.74M
MO
Altria Group, Inc.

Consumer Defensive
426
+ 0.87%
$57.75 - $67.68 $24.6K - $28.8K
49.4K $3.26M
SLV
I Shares Silver Trust

ETFs
28
+ 0.08%
$32.73 - $42.5 $916 - $1.19K
36.3K $1.54M
FAST
Fastenal CO

Industrials
1.21K
+ 3.38%
$42.47 - $50.39 $51.6K - $61.2K
37.2K $1.82M
VEA
Vanguard Ftse Developed Market

ETFs
4.41K
+ 27.59%
$56.02 - $60.3 $247K - $266K
20.4K $1.22M
GRMN
Garmin LTD

Technology
170
+ 2.44%
$211.13 - $246.22 $35.9K - $41.9K
7.14K $1.76M
IGRO
Ishares Tr International Divid

ETFs
2.46K
+ 1.86%
$75.97 - $80.24 $187K - $198K
135K $10.7M
GLW
Corning Inc

Technology
3.32K
New
$51.6 - $82.03 $171K - $273K
3.32K $272K
SNPS
Synopsys Inc

Technology
539
New
$387.78 - $645.35 $209K - $348K
539 $265K
NEE
Nextera Energy Inc

Utilities
407
+ 1.07%
$69.77 - $77.54 $28.4K - $31.6K
38.4K $2.9M
MRK
Merck & Co., Inc.

Healthcare
686
+ 1.62%
$77.6 - $87.37 $53.2K - $59.9K
43.1K $3.62M
MSI
Motorola Solutions, Inc.

Technology
141
+ 2.76%
$408.73 - $490.3 $57.6K - $69.1K
5.26K $2.4M
AFG
American Financial Group Inc

Financial Services
427
+ 4.43%
$122.42 - $145.72 $52.3K - $62.2K
10.1K $1.47M
ASML
Asml Holding Nv

Technology
258
New
$689.63 - $968.09 $178K - $250K
258 $249K
VBK
Vanguard Small Cap Growth ETF

ETFs
834
New
$276.51 - $305.12 $231K - $254K
834 $248K
OXY
Occidental Petroleum Corp

Energy
5.19K
New
$42.54 - $48.1 $221K - $249K
5.19K $244K
JHG
Janus Henderson Group PLC

Financial Services
558
+ 1.53%
$39.46 - $45.37 $22K - $25.3K
36.9K $1.64M
XEL
Xcel Energy Inc

Utilities
2.81K
New
$67.56 - $80.65 $190K - $226K
2.81K $226K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.14K
New
$66.38 - $71.68 $208K - $225K
3.14K $224K
PLTR
Palantir Technologies Inc.

Technology
1.2K
New
$130.68 - $186.97 $157K - $225K
1.2K $219K
CMI
Cummins Inc

Industrials
33
+ 1.58%
$327.85 - $426.39 $10.8K - $14.1K
2.13K $898K
OMC
Omnicom Group Inc.

Communication Services
2.58K
New
$70.41 - $81.53 $182K - $210K
2.58K $210K
LEN
Lennar Corp

Consumer Cyclical
332
+ 3.09%
$107.73 - $142.4 $35.8K - $47.3K
11.1K $1.4M
GLDM
World Gold Trust

ETFs
2.71K
New
$64.73 - $76.45 $176K - $207K
2.71K $207K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
524
New
$366.54 - $479.53 $192K - $251K
524 $205K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
1.76K
New
$108.03 - $117.04 $190K - $205K
1.76K $205K
RF
Regions Financial Corp

Financial Services
1.35K
+ 2.31%
$24.03 - $27.41 $32.5K - $37.1K
60K $1.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
92
+ 2.8%
$567.77 - $614.76 $52.2K - $56.6K
3.38K $2.07M
OHI
Omega Healthcare Investors Inc

Real Estate
4.8K
New
$36.29 - $43.34 $174K - $208K
4.8K $202K
ETN
Eaton Corp PLC

Industrials
49
+ 0.48%
$342.99 - $392.76 $16.8K - $19.2K
10.3K $3.87M
PSA
Public Storage

Real Estate
669
+ 68.27%
$271.94 - $298.09 $182K - $199K
1.65K $476K
FCF
First Commonwealth Financial Corp

Financial Services
11.1K
New
$16.07 - $18.02 $178K - $199K
11.1K $188K
DVN
Devon Energy Corp

Energy
877
+ 1.88%
$31.75 - $36.99 $27.8K - $32.4K
47.4K $1.66M
IXUS
Ishares Tr

ETFs
1.78K
+ 30.57%
$76.35 - $82.58 $136K - $147K
7.58K $626K
IEMG
Ishares Inc

ETFs
3.25K
New
N/A
3.25K $174K
CSX
Csx Corp

Industrials
2.4K
+ 8.31%
$32.05 - $36.52 $77K - $87.8K
31.3K $1.11M
FNF
Fidelity National Financial, Inc.

Financial Services
810
+ 3.22%
$51.22 - $61.07 $41.5K - $49.5K
25.9K $1.57M
VGT
Vanguard Information Technolog

ETFs
21
+ 1.21%
$656.44 - $753.15 $13.8K - $15.8K
1.76K $1.31M
LMT
Lockheed Martin Corp

Industrials
5
+ 0.12%
$410.74 - $499.21 $2.05K - $2.5K
4.3K $2.15M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
90
+ 0.27%
$68.24 - $73.73 $6.14K - $6.64K
33.8K $2.48M
AMAT
Applied Materials Inc

Technology
80
+ 1.28%
$156.25 - $204.95 $12.5K - $16.4K
6.31K $1.29M
PFE
Pfizer Inc

Healthcare
1.83K
+ 2.19%
$23.29 - $25.88 $42.7K - $47.5K
85.4K $2.18M
VXF
Vanguard Extended Market ETF

ETFs
26
+ 0.3%
$193.58 - $213.07 $5.03K - $5.54K
8.65K $1.81M
ALL
Allstate Corp

Financial Services
161
+ 2.02%
$192.0 - $214.65 $30.9K - $34.6K
8.12K $1.74M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.94K
+ 8.28%
$36.04 - $38.78 $69.8K - $75.1K
25.3K $976K
O
Realty Income Corp

Real Estate
709
+ 2.62%
$56.13 - $60.79 $39.8K - $43.1K
27.8K $1.69M
TROW
Price T Rowe Group Inc

Financial Services
521
+ 4.25%
$98.67 - $111.52 $51.4K - $58.1K
12.8K $1.31M
Activity Summary
Buys All Purchases 187 New Holdings 22 Increased Positions 165 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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