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
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
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
MSI
Motorola Solutions, Inc.

Technology
54
+ 1.07%
$394.72 - $440.39 $21.3K - $23.8K
5.11K $2.15M
EOG
Eog Resources Inc

Energy
213
+ 2.04%
$104.61 - $129.97 $22.3K - $27.7K
10.7K $1.27M
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
WSO
Watsco Inc

Industrials
38
+ 1.32%
$421.84 - $520.66 $16K - $19.8K
2.91K $1.29M
DVN
Devon Energy Corp

Energy
2.21K
+ 4.97%
$26.8 - $37.92 $59.1K - $83.6K
46.5K $1.48M
FNF
Fidelity National Financial, Inc.

Financial Services
267
+ 1.07%
$53.62 - $66.59 $14.3K - $17.8K
25.1K $1.41M
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 0.18%
$285.55 - $321.23 $5.71K - $6.42K
11K $3.22M
COP
Conocophillips

Energy
24
+ 0.11%
$82.66 - $106.1 $1.98K - $2.55K
22.7K $2.04M
MRK
Merck & Co., Inc.

Healthcare
646
+ 1.55%
$73.47 - $87.12 $47.5K - $56.3K
42.4K $3.36M
PG
Procter & Gamble CO

Consumer Defensive
134
+ 0.3%
$157.66 - $172.39 $21.1K - $23.1K
44.2K $7.05M
LLY
Eli Lilly & CO

Healthcare
3
+ 0.03%
$713.71 - $898.95 $2.14K - $2.7K
10.3K $8.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
172
+ 1.21%
$483.48 - $539.8 $83.2K - $92.8K
14.3K $6.97M
XOM
Exxon Mobil Corp

Energy
2.02K
+ 1.88%
$99.93 - $119.04 $202K - $240K
110K $11.8M
CVX
Chevron Corp

Energy
170
+ 0.41%
$133.73 - $168.51 $22.7K - $28.6K
42.1K $6.02M
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
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