Confluence Wealth Services, Inc. Incresed Positions in Q2 2025

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NXPI
Nxp Semiconductors N.V.

Technology
308
+ 7.8%
$153.5 - $218.72 $47.3K - $67.4K
4.26K $930K
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
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
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
GD
General Dynamics Corp

Industrials
17
+ 0.37%
$247.68 - $291.66 $4.21K - $4.96K
4.62K $1.35M
CSX
Csx Corp

Industrials
4
+ 0.01%
$26.69 - $32.91 $107 - $132
28.9K $944K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
8
+ 0.06%
$58.41 - $72.69 $467 - $582
13.1K $952K
SYK
Stryker Corp

Healthcare
9
+ 0.25%
$337.37 - $395.63 $3.04K - $3.56K
3.64K $1.44M
LMT
Lockheed Martin Corp

Industrials
33
+ 0.77%
$430.82 - $486.45 $14.2K - $16.1K
4.3K $1.99M
NFG
National Fuel Gas CO

Energy
685
+ 14.74%
$73.0 - $86.01 $50K - $58.9K
5.33K $451K
RDVY
First Trust Rising Dividend Ac

ETFs
524
+ 4.38%
$51.6 - $62.74 $27K - $32.9K
12.5K $783K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
325
+ 1.41%
$29.12 - $35.84 $9.46K - $11.6K
23.4K $838K
ICE
Intercontinental Exchange, Inc.

Financial Services
62
+ 1.02%
$151.62 - $183.47 $9.4K - $11.4K
6.11K $1.12M
QUAL
Ishares Msci Usa Quality Facto

ETFs
312
+ 20.03%
$152.42 - $182.82 $47.6K - $57K
1.87K $341K
VOYA
Voya Financial, Inc.

Financial Services
336
+ 2.18%
$54.27 - $71.0 $18.2K - $23.9K
15.7K $1.12M
SLV
I Shares Silver Trust

ETFs
214
+ 0.59%
$27.08 - $33.74 $5.8K - $7.22K
36.3K $1.19M
C
Citigroup Inc

Financial Services
38
+ 0.8%
$58.13 - $85.12 $2.21K - $3.23K
4.8K $408K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
926
+ 18.19%
$39.89 - $49.46 $36.9K - $45.8K
6.02K $297K
T
At&T Inc.

Communication Services
927
+ 1.5%
$26.33 - $28.94 $24.4K - $26.8K
62.6K $1.81M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
749
+ 10.11%
$90.85 - $102.31 $68K - $76.6K
8.16K $821K
VLUE
Ishares Msci Usa Value Factor

ETFs
404
+ 16.2%
$93.5 - $113.21 $37.8K - $45.7K
2.9K $328K
VB
Vanguard Small Cap ETF

ETFs
28
+ 0.77%
$193.73 - $237.37 $5.42K - $6.65K
3.66K $867K
VEEV
Veeva Systems Inc

Healthcare
8
+ 0.77%
$209.39 - $289.94 $1.68K - $2.32K
1.04K $299K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
18
+ 0.38%
$86.93 - $109.64 $1.56K - $1.97K
4.77K $522K
SPGI
S&P Global Inc.

Financial Services
34
+ 1.7%
$438.31 - $527.29 $14.9K - $17.9K
2.04K $1.08M
LHX
L3 Harris Technologies, Inc.

Industrials
4
+ 0.32%
$200.21 - $256.99 $801 - $1.03K
1.27K $319K
PEG
Public Service Enterprise Group Inc

Utilities
172
+ 0.86%
$77.13 - $84.18 $13.3K - $14.5K
20.2K $1.7M
XVV
Ishares Tr Esg Screened S&P 50

ETFs
42
+ 0.42%
$37.93 - $47.69 $1.59K - $2K
9.96K $474K
HD
Home Depot, Inc.

Consumer Cyclical
127
+ 0.86%
$335.24 - $380.78 $42.6K - $48.4K
14.8K $5.44M
ITW
Illinois Tool Works Inc

Industrials
207
+ 5.28%
$218.41 - $252.43 $45.2K - $52.3K
4.13K $1.02M
ISRG
Intuitive Surgical Inc

Healthcare
36
+ 6.15%
$451.58 - $565.94 $16.3K - $20.4K
621 $337K
VTV
Vanguard Value ETF

ETFs
57
+ 0.66%
$153.67 - $176.74 $8.76K - $10.1K
8.66K $1.53M
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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