Confluence Wealth Services, Inc. Purchases in Q1 2025

Confluence Wealth Services, Inc.

  • $1.52 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NULV
Nuveen Esg Large Cap Value ETF

ETFs
44
+ 0.41%
$38.89 - $41.6 $1.71K - $1.83K
10.7K $433K
NYT
New York Times CO

Communication Services
1.48K
+ 6.12%
$46.9 - $55.89 $69.3K - $82.5K
25.6K $1.27M
SCHW
Schwab Charles Corp

Financial Services
1
+ 0.03%
$71.24 - $83.64 $71.2 - $83.6
2.87K $224K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2
+ 0.04%
$55.47 - $61.45 $111 - $123
5.51K $324K
IVE
Ishares S&P 500 Value ETF

ETFs
62
+ 2.49%
$185.78 - $198.58 $11.5K - $12.3K
2.56K $486K
F
Ford Motor CO

Consumer Cyclical
223
+ 1.99%
$9.12 - $10.43 $2.03K - $2.33K
11.4K $114K
MET
Metlife Inc

Financial Services
213
+ 2.33%
$77.7 - $87.0 $16.6K - $18.5K
9.36K $751K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
471
+ 1.49%
$55.41 - $60.74 $26.1K - $28.6K
32.2K $1.82M
Capital Group Core Balanced ETF
47.6K
+ 22.16%
N/A
263K $0
Capital Group Core Bond ETF
58.4K
New
N/A
58.4K $0
Ge Vernova Incorporated
157
+ 8.55%
N/A
1.99K $0
Capital Group Conservative Equity ETF
14.3K
New
N/A
14.3K $0
I Shares Advantage Large Cap Income ETF
38K
New
N/A
38K $0
Linde PLC Shs
1.19K
+ 77.63%
N/A
2.73K $0
Blackrock Incorporated
740
New
N/A
740 $0
Capital Group Divid Growers ETF
187K
+ 13.5%
N/A
1.57M $0
Capital Group New Geography Equity ETF
26K
+ 7.86%
N/A
357K $0
XVV
Ishares Tr Esg Screened S&P 50

ETFs
545
+ 5.82%
$42.24 - $47.29 $23K - $25.8K
9.92K $424K
Capital Group Intl Equity ETF
1.7K
+ 1.64%
N/A
106K $0
CGMU
Capital Group Core Plus Income
78.3K
+ 12.53%
N/A
703K $0
CGSD
Capital Grp Core Plus Income E
37.9K
New
N/A
37.9K $0
Coherent Corporation
993
+ 10.97%
N/A
10K $0
CGMS
Capital Grp Core Plus Income E
87.6K
+ 68.01%
N/A
216K $0
CGNX
Cognex Corp

Technology
5.35K
+ 19.51%
$29.83 - $41.02 $160K - $219K
32.8K $977K
RF
Regions Financial Corp

Financial Services
4.14K
+ 7.66%
$20.84 - $24.77 $86.4K - $103K
58.3K $1.27M
CSQ
Calamos Strategic Total Return Fund

Financial Services
466
+ 4.51%
$15.97 - $18.5 $7.44K - $8.62K
10.8K $174K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
130
+ 4.09%
$507.05 - $563.67 $65.9K - $73.3K
3.31K $1.7M
XLK
Technology Sector Spdr

ETFs
217
+ 9.85%
$206.38 - $242.18 $44.8K - $52.6K
2.42K $499K
ITOT
Ishares Core S&P Total U.S. St

ETFs
3
+ 0.12%
$120.29 - $134.6 $361 - $404
2.49K $303K
STBA
S&T Bancorp Inc

Financial Services
465
+ 1.51%
$35.43 - $41.22 $16.5K - $19.2K
31.3K $1.16M
IJS
Ishares S&P Smallcap 600 Value

ETFs
1
+ 0.04%
$96.3 - $112.23 $96.3 - $112
2.82K $274K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
22
+ 0.47%
$96.93 - $109.51 $2.13K - $2.41K
4.75K $464K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
111
+ 4.63%
$165.25 - $224.62 $18.3K - $24.9K
2.51K $416K
AMZN
Amazon Com Inc

Consumer Cyclical
3.23K
+ 13.91%
$190.26 - $242.06 $615K - $783K
26.5K $5.04M
LEN
Lennar Corp

Consumer Cyclical
1.16K
+ 12.55%
$113.93 - $141.54 $132K - $163K
10.4K $1.19M
IWM
Ishares Russell 2000 ETF

ETFs
246
+ 4.55%
$198.1 - $229.79 $48.7K - $56.5K
5.65K $1.13M
LSTR
Landstar System Inc

Industrials
476
+ 7.22%
$146.63 - $177.82 $69.8K - $84.6K
7.07K $1.06M
BX
Blackstone Inc.

Financial Services
3
+ 0.13%
$136.53 - $186.74 $410 - $560
2.37K $331K
TROW
Price T Rowe Group Inc

Financial Services
1.04K
+ 9.66%
$91.57 - $116.93 $95.6K - $122K
11.9K $1.09M
JHG
Janus Henderson Group PLC

Financial Services
2.28K
+ 6.7%
$35.98 - $45.94 $81.9K - $105K
36.2K $1.31M
CGGR
Capital Group Growth ETF Shs C

ETFs
55.9K
+ 6.51%
$33.98 - $39.84 $1.9M - $2.23M
915K $31.3M
DFAT
Dimensional ETF Tr U S Target

ETFs
11.8K
+ 3.47%
$50.44 - $58.1 $594K - $684K
351K $18.1M
MSFT
Microsoft Corp

Technology
4.1K
+ 7.39%
$375.39 - $447.2 $1.54M - $1.83M
59.5K $22.3M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.65K
+ 3.41%
$254.58 - $302.92 $420K - $500K
50.1K $12.8M
AVGO
Broadcom Inc.

Technology
4.12K
+ 10.01%
$167.43 - $244.7 $690K - $1.01M
45.3K $7.58M
AAPL
Apple Inc.

Technology
12.8K
+ 7.22%
$209.68 - $247.1 $2.68M - $3.16M
190K $42.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
17.3K
+ 6.82%
$360.07 - $417.26 $6.22M - $7.21M
270K $97.7M
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