Confluence Wealth Services, Inc. Reduced Holdings in Q2 2025

Confluence Wealth Services, Inc.

  • $1.68 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EQT
Eqt Corp

Energy
-100
- 2.01%
$46.11 - $60.44 $4.61K - $6.04K
4.87K $284K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-711
- 4.35%
$24.94 - $31.15 $17.7K - $22.1K
15.7K $486K
VCR
Vanguard Consumer Discretionar

ETFs
-16
- 1.54%
$290.42 - $364.35 $4.65K - $5.83K
1.02K $370K
PANW
Palo Alto Networks Inc

Technology
-108
- 5.99%
$152.44 - $204.64 $16.5K - $22.1K
1.7K $346K
ANSS
Ansys Inc

Technology
-25
- 1.65%
$284.19 - $351.22 $7.1K - $8.78K
1.49K $523K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-162
- 1.43%
$72.61 - $88.75 $11.8K - $14.4K
11.1K $988K
CTVA
Corteva, Inc.

Basic Materials
-165
- 2.87%
$55.52 - $74.53 $9.16K - $12.3K
5.58K $415K
BAC
Bank Of America Corp

Financial Services
-868
- 4.54%
$34.39 - $47.46 $29.9K - $41.2K
18.3K $863K
JCI
Johnson Controls International PLC

Industrials
-220
- 5.5%
$71.14 - $105.62 $15.7K - $23.2K
3.78K $399K
DUOL
Duolingo, Inc.

Technology
-66
- 5.96%
$292.88 - $540.68 $19.3K - $35.7K
1.04K $427K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-87
- 0.35%
$114.78 - $133.31 $9.99K - $11.6K
24.7K $3.29M
NOW
Service Now, Inc.

Technology
-81
- 10.48%
$721.65 - $1040.18 $58.5K - $84.3K
692 $711K
MU
Micron Technology Inc

Technology
-162
- 4.47%
$64.72 - $127.91 $10.5K - $20.7K
3.47K $427K
ALV
Autoliv Inc

Consumer Cyclical
-27
- 0.49%
$76.77 - $113.1 $2.07K - $3.05K
5.45K $610K
MCK
Mckesson Corp

Healthcare
-39
- 1.24%
$652.83 - $732.78 $25.5K - $28.6K
3.1K $2.27M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-17
- 0.51%
$456.74 - $568.03 $7.76K - $9.66K
3.29K $1.87M
VGT
Vanguard Information Technolog

ETFs
-74
- 4.09%
$470.37 - $663.28 $34.8K - $49.1K
1.74K $1.15M
VXF
Vanguard Extended Market ETF

ETFs
-7
- 0.08%
$150.43 - $192.71 $1.05K - $1.35K
8.62K $1.66M
EMR
Emerson Electric CO

Industrials
-115
- 1.22%
$94.15 - $133.33 $10.8K - $15.3K
9.31K $1.24M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.46K
- 9.3%
$167.32 - $223.3 $412K - $550K
24K $5.27M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-333
- 0.96%
$152.93 - $181.74 $50.9K - $60.5K
34.2K $6.21M
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 0.05%
$908.13 - $1056.85 $2.72K - $3.17K
6.07K $6M
CAH
Cardinal Health Inc

Healthcare
-6
- 0.07%
$125.0 - $168.0 $750 - $1.01K
8.94K $1.5M
DIS
Walt Disney CO

Communication Services
-273
- 2.27%
$81.72 - $124.01 $22.3K - $33.9K
11.7K $1.46M
TSLA
Tesla, Inc.

Consumer Cyclical
-6
- 0.12%
$221.86 - $362.89 $1.33K - $2.18K
4.91K $1.56M
CAT
Caterpillar Inc

Industrials
-118
- 1.89%
$273.94 - $388.21 $32.3K - $45.8K
6.12K $2.38M
IVW
Ishares S&P 500 Growth ETF

ETFs
-5
- 0.03%
$82.96 - $110.1 $415 - $551
18.5K $2.04M
VTI
Vanguard Total Stock Market Et

ETFs
-2.31K
- 6.12%
$243.75 - $303.93 $562K - $701K
35.4K $10.8M
PM
Philip Morris International Inc.

Consumer Defensive
-103
- 0.57%
$149.23 - $184.95 $15.4K - $19K
18.1K $3.3M
EEM
Ishares Msci Emerging Markets

ETFs
-2.04K
- 1.79%
$38.52 - $48.28 $78.6K - $98.5K
112K $5.4M
KLAC
Kla Corp

Technology
-59
- 2.62%
$576.53 - $902.94 $34K - $53.3K
2.19K $1.96M
IVV
Ishares Core S&P 500 ETF

ETFs
-15
- 0.19%
$498.8 - $620.9 $7.48K - $9.31K
7.89K $4.9M
META
Meta Platforms, Inc.

Communication Services
-261
- 6.02%
$484.66 - $738.09 $126K - $193K
4.07K $3.01M
CSCO
Cisco Systems, Inc.

Technology
-732
- 0.86%
$53.19 - $69.38 $38.9K - $50.8K
84.4K $5.86M
WMT
Walmart Inc.

Consumer Defensive
-1.41K
- 1.84%
$81.79 - $99.98 $115K - $141K
75K $7.33M
GOOGL
Alphabet Inc.

Communication Services
-1.18K
- 2.98%
$144.7 - $178.6 $171K - $211K
38.4K $6.77M
IBM
International Business Machines Corp

Technology
-58
- 0.39%
$221.03 - $294.78 $12.8K - $17.1K
14.6K $4.32M
JPM
Jpmorgan Chase & CO

Financial Services
-140
- 0.28%
$210.28 - $289.91 $29.4K - $40.6K
49.6K $14.4M
AVGO
Broadcom Inc.

Technology
-105
- 0.23%
$146.29 - $275.65 $15.4K - $28.9K
45.2K $12.4M
MSFT
Microsoft Corp

Technology
-135
- 0.23%
$354.56 - $497.45 $47.9K - $67.2K
59.4K $29.5M
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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