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
IXUS
Ishares Tr

ETFs
4
+ 0.07%
$62.37 - $77.63 $249 - $311
5.81K $448K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
190
+ 6.74%
$73.02 - $90.22 $13.9K - $17.1K
3.01K $268K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
4
+ 0.07%
$52.84 - $65.52 $211 - $262
5.51K $361K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
64
+ 1.22%
$45.98 - $56.15 $2.94K - $3.59K
5.33K $298K
CRM
Salesforce, Inc.

Technology
19
+ 0.35%
$236.26 - $291.15 $4.49K - $5.53K
5.39K $1.47M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
324
+ 1.71%
$12.25 - $15.47 $3.97K - $5.01K
19.3K $298K
CSQ
Calamos Strategic Total Return Fund

Financial Services
275
+ 2.55%
$13.86 - $18.24 $3.81K - $5.02K
11.1K $201K
PPG
Ppg Industries Inc

Basic Materials
8
+ 0.14%
$91.66 - $115.04 $733 - $920
5.78K $657K
EW
Edwards Lifesciences Corp

Healthcare
25
+ 0.65%
$67.07 - $78.22 $1.68K - $1.96K
3.88K $303K
CME
Cme Group Inc.

Financial Services
2
+ 0.09%
$252.37 - $290.71 $505 - $581
2.21K $609K
WMB
Williams Companies, Inc.

Energy
11
+ 0.15%
$54.33 - $62.87 $598 - $692
7.19K $451K
BBY
Best Buy CO Inc

Consumer Cyclical
1.42K
+ 12.17%
$56.17 - $75.73 $79.6K - $107K
13.1K $876K
MMM
3 M CO

Industrials
1
+ 0.03%
$126.09 - $154.15 $126 - $154
3.06K $466K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
36
+ 0.34%
$36.02 - $41.92 $1.3K - $1.51K
10.7K $450K
UPS
United Parcel Service Inc

Industrials
720
+ 11.63%
$91.92 - $110.2 $66.2K - $79.3K
6.91K $697K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
300
+ 2.97%
$50.52 - $50.92 $15.2K - $15.3K
10.4K $529K
IVE
Ishares S&P 500 Value ETF

ETFs
16
+ 0.63%
$168.34 - $195.42 $2.69K - $3.13K
2.57K $502K
TJX
Tjx Companies Inc

Consumer Cyclical
34
+ 0.51%
$119.13 - $135.03 $4.05K - $4.59K
6.65K $821K
SO
Southern CO

Utilities
179
+ 1.16%
$84.91 - $92.56 $15.2K - $16.6K
15.6K $1.43M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2
+ 0.08%
$162.65 - $188.71 $325 - $377
2.36K $445K
TXN
Texas Instruments Inc

Technology
48
+ 0.44%
N/A
11K $2.14M
ADP
Automatic Data Processing Inc

Industrials
8
+ 0.44%
$276.76 - $326.81 $2.21K - $2.61K
1.85K $569K
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.07%
$83.54 - $100.04 $167 - $200
2.82K $280K
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
PFE
Pfizer Inc

Healthcare
3.64K
+ 4.55%
$21.59 - $24.84 $78.5K - $90.4K
83.6K $2.03M
CGMS
Capital Grp Core Plus Income E
354
+ 0.16%
N/A
217K $0
Coherent Corporation
214
+ 2.13%
N/A
10.3K $0
Capital Group New Geography Equity ETF
38.7K
+ 10.83%
N/A
396K $0
Ge Vernova Incorporated
947
+ 47.52%
N/A
2.94K $0
Capital Group Intl Equity ETF
9.26K
+ 8.78%
N/A
115K $0
Capital Group Core Balanced ETF
9.18K
+ 3.49%
N/A
272K $0
JGRO
J P Morgan Exchange Traded Fd
336
+ 4.4%
N/A
7.97K $0
CGSD
Capital Grp Core Plus Income E
236
+ 0.62%
N/A
38.1K $0
CGMU
Capital Group Core Plus Income
5.87K
+ 0.84%
N/A
709K $0
Capital Group Short Duration Municipal Income ETF
1.92K
+ 4.75%
N/A
42.3K $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
Capital Group Divid Growers ETF
93.5K
+ 5.96%
N/A
1.66M $0
Linde PLC Shs (Ireland)
11
+ 0.4%
N/A
2.74K $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
ZTS
Zoetis Inc.

Healthcare
27
+ 1.75%
$144.41 - $170.3 $3.9K - $4.6K
1.57K $245K
KO
Coca Cola CO

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