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
VOYA
Voya Financial, Inc.

Financial Services
807
+ 5.12%
$67.31 - $77.62 $54.3K - $62.6K
16.6K $1.24M
SPYG
Spdr Portfolio

ETFs
212
+ 2.03%
$94.33 - $105.31 $20K - $22.3K
10.7K $1.12M
COP
Conocophillips

Energy
1
+ 0.0%
$91.0 - $98.99 $91 - $99
22.7K $2.15M
BAC
Bank Of America Corp

Financial Services
369
+ 2.02%
$44.92 - $52.42 $16.6K - $19.3K
18.6K $960K
XLK
Technology Sector Spdr

ETFs
69
+ 2.75%
$250.97 - $282.66 $17.3K - $19.5K
2.58K $726K
AFL
Aflac Inc

Financial Services
97
+ 0.83%
$98.09 - $111.7 $9.51K - $10.8K
11.8K $1.32M
ADI
Analog Devices Inc

Technology
146
+ 2.67%
$220.68 - $255.63 $32.2K - $37.3K
5.6K $1.38M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
130
+ 1.17%
$87.69 - $96.0 $11.4K - $12.5K
11.3K $1.06M
DHR
Danaher Corp

Healthcare
350
+ 23.01%
$181.46 - $212.2 $63.5K - $74.3K
1.87K $370K
JCI
Johnson Controls International PLC

Industrials
477
+ 12.61%
$103.24 - $111.73 $49.2K - $53.3K
4.26K $468K
RDVY
First Trust Rising Dividend Ac

ETFs
153
+ 1.23%
$62.38 - $67.29 $9.54K - $10.3K
12.6K $850K
ITW
Illinois Tool Works Inc

Industrials
43
+ 1.04%
$252.31 - $269.41 $10.8K - $11.6K
4.17K $1.09M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
580
+ 19.26%
$87.05 - $93.19 $50.5K - $54.1K
3.59K $333K
META
Meta Platforms, Inc.

Communication Services
106
+ 2.6%
$695.21 - $791.73 $73.7K - $83.9K
4.18K $3.07M
PPL
Ppl Corp

Utilities
43
+ 0.24%
$33.54 - $37.24 $1.44K - $1.6K
18.3K $679K
NXPI
Nxp Semiconductors N.V.

Technology
92
+ 2.16%
$205.16 - $239.07 $18.9K - $22K
4.35K $990K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.15K
+ 4.35%
$50.47 - $50.74 $57.8K - $58.1K
27.5K $1.39M
FTCS
First Trust Capital Strength E

ETFs
46
+ 0.25%
$89.72 - $93.74 $4.13K - $4.31K
18.7K $1.75M
VZ
Verizon Communications Inc

Communication Services
335
+ 0.6%
$40.84 - $45.06 $13.7K - $15.1K
56.2K $2.47M
MA
Mastercard Inc

Financial Services
35
+ 0.75%
$550.18 - $598.96 $19.3K - $21K
4.73K $2.69M
VBR
Vanguard Small Cap Value ETF

ETFs
113
+ 5.89%
$195.41 - $212.37 $22.1K - $24K
2.03K $424K
CEG
Constellation Energy Corp

Utilities
100
+ 3.55%
$298.82 - $354.89 $29.9K - $35.5K
2.92K $959K
SO
Southern CO

Utilities
35
+ 0.22%
$90.83 - $96.0 $3.18K - $3.36K
15.6K $1.48M
TXN
Texas Instruments Inc

Technology
250
+ 2.27%
N/A
11.2K $2.19M
RJF
Raymond James Financial Inc

Financial Services
46
+ 2.27%
$154.64 - $176.43 $7.11K - $8.12K
2.07K $357K
CF
Cf Industries Holdings, Inc.

Basic Materials
849
+ 6.24%
$80.91 - $98.75 $68.7K - $83.8K
14.5K $1.3M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
25
+ 0.52%
$109.47 - $119.06 $2.74K - $2.98K
4.79K $567K
XLY
Select Sector Spdr Consumer Di

ETFs
70
+ 6.6%
$216.09 - $242.18 $15.1K - $17K
1.13K $270K
SYY
Sysco Corp

Consumer Defensive
41
+ 0.73%
$76.33 - $82.51 $3.13K - $3.38K
5.62K $462K
WFC
Wells Fargo & Company

Financial Services
143
+ 2.02%
$77.05 - $85.16 $11K - $12.2K
7.23K $606K
BP
Bp PLC

Energy
12
+ 0.15%
$30.25 - $35.69 $363 - $428
8.09K $278K
ABT
Abbott Laboratories

Healthcare
719
+ 2.33%
$120.51 - $136.62 $86.6K - $98.2K
31.5K $4.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
37
+ 0.61%
$49.43 - $54.52 $1.83K - $2.02K
6.06K $328K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.07%
$98.99 - $112.2 $198 - $224
2.82K $311K
NKE
Nike, Inc.

Consumer Cyclical
877
+ 3.65%
$69.24 - $79.24 $60.7K - $69.5K
24.9K $1.74M
ROK
Rockwell Automation, Inc

Industrials
19
+ 1.6%
$328.67 - $358.52 $6.24K - $6.81K
1.21K $421K
VOOV
Vanguard S&P 500 Value ETF

ETFs
7
+ 0.3%
$187.97 - $199.47 $1.32K - $1.4K
2.37K $472K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
107
+ 1.0%
$41.5 - $43.83 $4.44K - $4.69K
10.9K $475K
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 0.11%
$139.5 - $153.94 $837 - $924
5.37K $816K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2
+ 0.04%
$64.58 - $69.94 $129 - $140
5.52K $382K
CRWD
Crowd Strike Holdings, Inc.

Technology
99
+ 6.26%
$412.46 - $514.1 $40.8K - $50.9K
1.68K $824K
EFG
Msci Eafe Growth ETF

ETFs
68
+ 1.11%
$106.99 - $114.46 $7.28K - $7.78K
6.21K $706K
CSQ
Calamos Strategic Total Return Fund

Financial Services
28
+ 0.25%
$18.02 - $19.56 $505 - $548
11.1K $214K
STBA
S&T Bancorp Inc

Financial Services
500
+ 1.6%
$35.73 - $40.0 $17.9K - $20K
31.8K $1.19M
COF
Capital One Financial Corp

Financial Services
52
+ 1.39%
$207.29 - $229.74 $10.8K - $11.9K
3.79K $804K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
34
+ 0.18%
$15.5 - $16.01 $527 - $544
19.3K $307K
WMB
Williams Companies, Inc.

Energy
10
+ 0.14%
$56.52 - $64.01 $565 - $640
7.2K $456K
Capital Group Core Balanced ETF
8.99K
+ 3.31%
N/A
281K $0
Capital Group Short Duration Municipal Income ETF
5.66K
+ 13.4%
N/A
47.9K $0
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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