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
XLP
Consumer Staples Sector Spdr

ETFs
54
+ 1.41%
N/A
3.89K $295K
OEF
Ishares S&P 100 ETF

ETFs
4
+ 0.16%
N/A
2.45K $652K
FISV
Fiserv Inc

Technology
9
+ 0.22%
N/A
4.16K $520K
Capital Group New Geography Equity ETF
38.7K
+ 10.83%
N/A
396K $0
CGMS
Capital Grp Core Plus Income E
354
+ 0.16%
N/A
217K $0
Capital Group Intl Equity ETF
9.26K
+ 8.78%
N/A
115K $0
Arista Networks Incorporated Com Shs
2.21K
New
N/A
2.21K $0
Capital Group Core Balanced ETF
9.18K
+ 3.49%
N/A
272K $0
CGSD
Capital Grp Core Plus Income E
236
+ 0.62%
N/A
38.1K $0
T Rowe Price ETF Inc Capital Appreciation Equity
6.62K
New
N/A
6.62K $0
Capital Group Conservative Equity ETF
494
+ 3.45%
N/A
14.8K $0
Capital Group Core Bond ETF
3.99K
+ 6.84%
N/A
62.4K $0
Ge Vernova Incorporated
947
+ 47.52%
N/A
2.94K $0
JGRO
J P Morgan Exchange Traded Fd
336
+ 4.4%
N/A
7.97K $0
Coherent Corporation
214
+ 2.13%
N/A
10.3K $0
STRV
Ea Ser Tr Strive 500 ETF
5.64K
New
N/A
5.64K $0
Lam Research Corporation Com New
2.26K
New
N/A
2.26K $0
Linde PLC Shs (Ireland)
11
+ 0.4%
N/A
2.74K $0
PFE
Pfizer Inc

Healthcare
3.64K
+ 4.55%
$21.59 - $24.84 $78.5K - $90.4K
83.6K $2.03M
Capital Group Short Duration Municipal Income ETF
1.92K
+ 4.75%
N/A
42.3K $0
CGMU
Capital Group Core Plus Income
5.87K
+ 0.84%
N/A
709K $0
FE
Firstenergy Corp

Utilities
23
+ 0.24%
$38.31 - $43.17 $881 - $993
9.5K $382K
LEN
Lennar Corp

Consumer Cyclical
387
+ 3.74%
$102.76 - $115.66 $39.8K - $44.8K
10.7K $1.19M
DTE
Dte Energy CO

Utilities
60
+ 2.12%
$127.39 - $139.49 $7.64K - $8.37K
2.89K $383K
KO
Coca Cola CO

Consumer Defensive
94
+ 0.5%
$68.37 - $73.9 $6.43K - $6.95K
18.7K $1.33M
ZTS
Zoetis Inc.

Healthcare
27
+ 1.75%
$144.41 - $170.3 $3.9K - $4.6K
1.57K $245K
CL
Colgate Palmolive CO

Consumer Defensive
35
+ 0.61%
$87.57 - $96.0 $3.06K - $3.36K
5.74K $521K
WM
Waste Management Inc

Industrials
61
+ 0.59%
$216.47 - $242.1 $13.2K - $14.8K
10.4K $2.37M
CMCSA
Comcast Corp

Communication Services
523
+ 1.59%
$32.84 - $36.72 $17.2K - $19.2K
33.3K $1.19M
NEE
Nextera Energy Inc

Utilities
472
+ 1.26%
$64.11 - $75.0 $30.3K - $35.4K
38K $2.64M
PAYX
Paychex Inc

Industrials
38
+ 1.16%
$137.01 - $159.78 $5.21K - $6.07K
3.31K $480K
PSX
Phillips 66

Energy
23
+ 0.35%
$92.87 - $125.73 $2.14K - $2.89K
6.61K $788K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
41
+ 5.03%
$225.56 - $335.19 $9.25K - $13.7K
856 $203K
AFG
American Financial Group Inc

Financial Services
165
+ 1.74%
$116.9 - $132.12 $19.3K - $21.8K
9.65K $1.22M
LSTR
Landstar System Inc

Industrials
351
+ 4.97%
$131.55 - $151.93 $46.2K - $53.3K
7.42K $1.03M
LOW
Lowes Companies Inc

Consumer Cyclical
232
+ 3.11%
$210.83 - $235.28 $48.9K - $54.6K
7.69K $1.71M
ACN
Accenture PLC

Technology
98
+ 1.98%
$279.23 - $323.21 $27.4K - $31.7K
5.05K $1.51M
SBUX
Starbucks Corp

Consumer Cyclical
27
+ 0.41%
$79.69 - $99.41 $2.15K - $2.68K
6.6K $604K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
10
+ 0.17%
$41.37 - $53.28 $414 - $533
5.75K $257K
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 0.11%
$138.36 - $161.45 $830 - $969
5.36K $794K
APD
Air Products & Chemicals, Inc.

Basic Materials
3
+ 0.07%
$248.61 - $294.96 $746 - $885
4.03K $1.14M
AFL
Aflac Inc

Financial Services
132
+ 1.14%
$99.77 - $112.45 $13.2K - $14.8K
11.7K $1.24M
EOG
Eog Resources Inc

Energy
213
+ 2.04%
$104.61 - $129.97 $22.3K - $27.7K
10.7K $1.27M
MSI
Motorola Solutions, Inc.

Technology
54
+ 1.07%
$394.72 - $440.39 $21.3K - $23.8K
5.11K $2.15M
GIS
General Mills Inc

Consumer Defensive
4
+ 0.04%
$50.37 - $60.97 $201 - $244
9.05K $468K
BDX
Becton Dickinson & CO

Healthcare
399
+ 13.0%
$165.15 - $226.42 $65.9K - $90.3K
3.47K $597K
KRYS
Krystal Biotech, Inc.

Healthcare
2
+ 0.07%
$123.36 - $181.0 $247 - $362
2.92K $401K
TMUS
T Mobile Us, Inc.

Communication Services
37
+ 0.7%
$220.99 - $268.54 $8.18K - $9.94K
5.35K $1.27M
CB
Chubb LTD

Financial Services
64
+ 0.47%
$274.32 - $302.46 $17.6K - $19.4K
13.8K $4M
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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