Confluence Wealth Services, Inc. Purchases in Q2 2025

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MCHP
Microchip Technology Inc

Technology
38
+ 0.35%
$35.34 - $71.6 $1.34K - $2.72K
10.8K $760K
NTAP
Net App, Inc.

Technology
1.33K
+ 25.28%
$76.1 - $106.55 $101K - $141K
6.57K $699K
VUG
Vanguard Growth ETF

ETFs
44
+ 1.36%
$329.49 - $438.4 $14.5K - $19.3K
3.29K $1.44M
STX
Seagate Technology Holdings PLC

Technology
1.65K
New
$66.54 - $144.33 $110K - $238K
1.65K $238K
IGV
Ishares Expanded Tech Software

ETFs
2.18K
New
$80.15 - $109.5 $174K - $238K
2.18K $238K
AMAT
Applied Materials Inc

Technology
13
+ 0.21%
$126.95 - $183.52 $1.65K - $2.39K
6.23K $1.14M
SHOP
Shopify Inc.

Technology
40
+ 0.34%
$76.89 - $115.35 $3.08K - $4.61K
11.7K $1.35M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.51K
New
$85.42 - $94.39 $214K - $237K
2.51K $235K
XLY
Select Sector Spdr Consumer Di

ETFs
1.06K
New
$176.34 - $218.59 $187K - $232K
1.06K $230K
BA
Boeing CO

Industrials
1.07K
New
$136.59 - $217.51 $146K - $233K
1.07K $224K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.35K
+ 19.78%
$50.36 - $50.68 $219K - $220K
26.3K $1.33M
CF
Cf Industries Holdings, Inc.

Basic Materials
361
+ 2.72%
$68.47 - $102.48 $24.7K - $37K
13.6K $1.25M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
264
+ 10.52%
$141.37 - $228.57 $37.3K - $60.3K
2.77K $628K
IWR
Ishares Russell Mid Cap ETF

ETFs
2.28K
New
$74.88 - $91.97 $171K - $210K
2.28K $209K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.57K
New
$108.87 - $133.04 $171K - $209K
1.57K $208K
CARR
Carrier Global Corp

Industrials
2.84K
New
$55.55 - $75.83 $158K - $215K
2.84K $207K
DVY
Ishares Tr

ETFs
1.56K
New
$118.37 - $134.86 $185K - $210K
1.56K $207K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.56K
New
$105.69 - $140.64 $165K - $219K
1.56K $206K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
856
New
$180.84 - $240.32 $155K - $206K
856 $205K
ADI
Analog Devices Inc

Technology
31
+ 0.57%
$164.6 - $238.02 $5.1K - $7.38K
5.46K $1.3M
IWM
Ishares Russell 2000 ETF

ETFs
518
+ 9.17%
$174.82 - $215.79 $90.6K - $112K
6.17K $1.33M
MS
Morgan Stanley

Financial Services
1.44K
New
$99.83 - $140.86 $144K - $203K
1.44K $203K
NXPI
Nxp Semiconductors N.V.

Technology
308
+ 7.8%
$153.5 - $218.72 $47.3K - $67.4K
4.26K $930K
NYT
New York Times CO

Communication Services
296
+ 1.16%
$45.37 - $57.12 $13.4K - $16.9K
25.9K $1.45M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.56K
+ 5.27%
$45.88 - $54.4 $71.6K - $84.9K
31.2K $1.7M
SPYG
Spdr Portfolio

ETFs
58
+ 0.56%
$71.83 - $95.32 $4.17K - $5.53K
10.5K $997K
IAU
Ishares Gold Trust

ETFs
191
+ 0.44%
$56.1 - $64.74 $10.7K - $12.4K
43.7K $2.73M
JVAL
J P Morgan ETF Tr U S Value Fa

ETFs
5
+ 0.01%
$36.14 - $44.23 $181 - $221
52.3K $2.31M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.02K
+ 17.05%
$90.56 - $109.49 $92.5K - $112K
7.01K $766K
MMLP
Martin Midstream Partners L.P.

Energy
46.7K
New
$2.65 - $3.58 $124K - $167K
46.7K $137K
XLK
Technology Sector Spdr

ETFs
89
+ 3.68%
$179.73 - $253.23 $16K - $22.5K
2.51K $635K
FAST
Fastenal CO

Industrials
18.2K
+ 102.15%
$40.65 - $83.16 $739K - $1.51M
36K $1.51M
VBR
Vanguard Small Cap Value ETF

ETFs
586
+ 43.93%
$162.76 - $195.77 $95.4K - $115K
1.92K $374K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
132
+ 0.41%
$50.39 - $60.05 $6.65K - $7.93K
32.3K $1.94M
CGNX
Cognex Corp

Technology
1.8K
+ 5.48%
$23.27 - $32.07 $41.8K - $57.6K
34.6K $1.1M
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
12K
+ 31.94%
$9.65 - $10.3 $116K - $123K
49.5K $497K
V
Visa Inc.

Financial Services
58
+ 0.28%
$308.27 - $373.31 $17.9K - $21.7K
20.8K $7.39M
EFG
Msci Eafe Growth ETF

ETFs
404
+ 7.04%
$89.8 - $112.0 $36.3K - $45.2K
6.14K $687K
RF
Regions Financial Corp

Financial Services
362
+ 0.62%
$18.34 - $23.52 $6.64K - $8.51K
58.6K $1.38M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
580
+ 2.74%
$51.16 - $62.02 $29.7K - $36K
21.7K $1.35M
MUB
Ishares National Muni Bond ETF

ETFs
1.72K
+ 2.26%
$102.31 - $105.8 $175K - $181K
77.5K $8.1M
JHG
Janus Henderson Group PLC

Financial Services
136
+ 0.38%
$29.47 - $38.84 $4.01K - $5.28K
36.4K $1.41M
VSLU
ETF Opportunities Tr Applied F
404
+ 1.96%
$31.34 - $39.15 $12.7K - $15.8K
21K $822K
IYW
Ishares Dj Us Tech ETF

ETFs
9
+ 0.32%
$122.57 - $173.27 $1.1K - $1.56K
2.84K $492K
BK
Bank Of New York Mellon Corp

Financial Services
111
+ 0.95%
$73.31 - $91.62 $8.14K - $10.2K
11.8K $1.07M
TROW
Price T Rowe Group Inc

Financial Services
410
+ 3.46%
$80.27 - $98.06 $32.9K - $40.2K
12.3K $1.18M
CSX
Csx Corp

Industrials
4
+ 0.01%
$26.69 - $32.91 $107 - $132
28.9K $944K
GD
General Dynamics Corp

Industrials
17
+ 0.37%
$247.68 - $291.66 $4.21K - $4.96K
4.62K $1.35M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8
+ 0.06%
$58.41 - $72.69 $467 - $582
13.1K $952K
Activity Summary
Buys All Purchases 211 New Holdings 30 Increased Positions 181 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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