Confluence Wealth Services, Inc. Incresed Positions in Q3 2025

Confluence Wealth Services, Inc.

  • $1.86 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SLV
I Shares Silver Trust

ETFs
28
+ 0.08%
$32.73 - $42.5 $916 - $1.19K
36.3K $1.54M
FAST
Fastenal CO

Industrials
1.21K
+ 3.38%
$42.47 - $50.39 $51.6K - $61.2K
37.2K $1.82M
VEA
Vanguard Ftse Developed Market

ETFs
4.41K
+ 27.59%
$56.02 - $60.3 $247K - $266K
20.4K $1.22M
GRMN
Garmin LTD

Technology
170
+ 2.44%
$211.13 - $246.22 $35.9K - $41.9K
7.14K $1.76M
IGRO
Ishares Tr International Divid

ETFs
2.46K
+ 1.86%
$75.97 - $80.24 $187K - $198K
135K $10.7M
SUB
Ishares Short Term National Mu

ETFs
2.44K
+ 11.48%
$106.17 - $107.3 $259K - $261K
23.6K $2.52M
NEE
Nextera Energy Inc

Utilities
407
+ 1.07%
$69.77 - $77.54 $28.4K - $31.6K
38.4K $2.9M
MRK
Merck & Co., Inc.

Healthcare
686
+ 1.62%
$77.6 - $87.37 $53.2K - $59.9K
43.1K $3.62M
MSI
Motorola Solutions, Inc.

Technology
141
+ 2.76%
$408.73 - $490.3 $57.6K - $69.1K
5.26K $2.4M
AFG
American Financial Group Inc

Financial Services
427
+ 4.43%
$122.42 - $145.72 $52.3K - $62.2K
10.1K $1.47M
CMI
Cummins Inc

Industrials
33
+ 1.58%
$327.85 - $426.39 $10.8K - $14.1K
2.13K $898K
LEN
Lennar Corp

Consumer Cyclical
332
+ 3.09%
$107.73 - $142.4 $35.8K - $47.3K
11.1K $1.4M
RF
Regions Financial Corp

Financial Services
1.35K
+ 2.31%
$24.03 - $27.41 $32.5K - $37.1K
60K $1.58M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
92
+ 2.8%
$567.77 - $614.76 $52.2K - $56.6K
3.38K $2.07M
ETN
Eaton Corp PLC

Industrials
49
+ 0.48%
$342.99 - $392.76 $16.8K - $19.2K
10.3K $3.87M
PSA
Public Storage

Real Estate
669
+ 68.27%
$271.94 - $298.09 $182K - $199K
1.65K $476K
DVN
Devon Energy Corp

Energy
877
+ 1.88%
$31.75 - $36.99 $27.8K - $32.4K
47.4K $1.66M
IXUS
Ishares Tr

ETFs
1.78K
+ 30.57%
$76.35 - $82.58 $136K - $147K
7.58K $626K
CSX
Csx Corp

Industrials
2.4K
+ 8.31%
$32.05 - $36.52 $77K - $87.8K
31.3K $1.11M
FNF
Fidelity National Financial, Inc.

Financial Services
810
+ 3.22%
$51.22 - $61.07 $41.5K - $49.5K
25.9K $1.57M
VGT
Vanguard Information Technolog

ETFs
21
+ 1.21%
$656.44 - $753.15 $13.8K - $15.8K
1.76K $1.31M
LMT
Lockheed Martin Corp

Industrials
5
+ 0.12%
$410.74 - $499.21 $2.05K - $2.5K
4.3K $2.15M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
90
+ 0.27%
$68.24 - $73.73 $6.14K - $6.64K
33.8K $2.48M
AMAT
Applied Materials Inc

Technology
80
+ 1.28%
$156.25 - $204.95 $12.5K - $16.4K
6.31K $1.29M
PFE
Pfizer Inc

Healthcare
1.83K
+ 2.19%
$23.29 - $25.88 $42.7K - $47.5K
85.4K $2.18M
VXF
Vanguard Extended Market ETF

ETFs
26
+ 0.3%
$193.58 - $213.07 $5.03K - $5.54K
8.65K $1.81M
ALL
Allstate Corp

Financial Services
161
+ 2.02%
$192.0 - $214.65 $30.9K - $34.6K
8.12K $1.74M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
1.94K
+ 8.28%
$36.04 - $38.78 $69.8K - $75.1K
25.3K $976K
O
Realty Income Corp

Real Estate
709
+ 2.62%
$56.13 - $60.79 $39.8K - $43.1K
27.8K $1.69M
TROW
Price T Rowe Group Inc

Financial Services
521
+ 4.25%
$98.67 - $111.52 $51.4K - $58.1K
12.8K $1.31M
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
NYT
New York Times CO

Communication Services
553
+ 2.14%
$51.43 - $61.95 $28.4K - $34.3K
26.4K $1.52M
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
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
NXPI
Nxp Semiconductors N.V.

Technology
92
+ 2.16%
$205.16 - $239.07 $18.9K - $22K
4.35K $990K
FTCS
First Trust Capital Strength E

ETFs
46
+ 0.25%
$89.72 - $93.74 $4.13K - $4.31K
18.7K $1.75M
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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