CIK 1910411
Confluence Wealth Services, Inc.
Institutional 13F holdings & portfolio
Holdings
371
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AFL | AFLAC INCORPORATED | 12K | $1M+ | SH |
| IJR | ISHARES TR CORE S&P SCP ETF | 11K | $1M+ | SH |
| GEV | GE VERNOVA INCORPORATED | 2K | $1M+ | SH |
| ZTS | ZOETIS INCORPORATED CLASS A | 10K | $1M+ | SH |
| VOYA | VOYA FINANCIAL INCORPORATED | 17K | $1M+ | SH |
| STBA | S & T BANCORP INCORPORATED | 32K | $1M+ | SH |
| DIS | DISNEY WALT COMPANY | 11K | $1M+ | SH |
| CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | 47K | $1M+ | SH |
| SNA | SNAP ON INCORPORATED | 4K | $1M+ | SH |
| VGT | VANGUARD INFORMATION TECHNOLOGY ETF | 2K | $1M+ | SH |
| LSTR | LANDSTAR SYSTEMS INCORPORATED | 9K | $1M+ | SH |
| EOG | EOG RES INCORPORATED | 12K | $1M+ | SH |
| LIN | LINDE PLC SHS (IRELAND) | 3K | $1M+ | SH |
| SYK | STRYKER CORPORATION | 3K | $1M+ | SH |
| VLO | VALERO ENERGY CORPORATION | 7K | $1M+ | SH |
| LEN | LENNAR CORPORATION CLASS A | 12K | $1M+ | SH |
| EMR | EMERSON ELEC COMPANY | 9K | $1M+ | SH |
| CF | CF INDUSTRIES HLDGS INCORPORATED | 16K | $1M+ | SH |
| JHG | JANUS HENDERSON GROUP PLC ORD SHS (JERSEY) | 25K | $1M+ | SH |
| BALI | ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF | 36K | $1M+ | SH |
| DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 29K | $1M+ | SH |
| B | BARRICK MINING CORPORATION COM SHS (CANADA) | 26K | $1M+ | SH |
| CSX | CSX CORPORATION | 32K | $1M+ | SH |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 10K | $1M+ | SH |
| COHR | COHERENT CORPORATION | 6K | $1M+ | SH |
| CGNX | COGNEX CORPORATION | 31K | $1M+ | SH |
| SEIC | SEI INVTS COMPANY | 13K | $1M+ | SH |
| CMI | CUMMINS INCORPORATED | 2K | $1M+ | SH |
| CGSD | CAPITAL GROUP FXD INCOME ETF SHORT DURATION INCOME ETF | 41K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P ETF | 13K | $1M+ | SH |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 11K | $1M+ | SH |
| SPGI | S&P GLOBAL INCORPORATED | 2K | $1M+ | SH |
| BAC | BANK AMERICA CORPORATION | 19K | $1M+ | SH |
| ITW | ILLINOIS TOOL WKS INCORPORATED | 4K | $1M+ | SH |
| CEG | CONSTELLATION ENERGY CORPORATION | 3K | $1M+ | SH |
| IWY | ISHARES TR RUS TP200 GR ETF | 4K | $500K+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE INCORPORATED | 6K | $500K+ | SH |
| TJX | TJX COMPANIES INCORPORATED NEW | 6K | $500K+ | SH |
| HON | HONEYWELL INTERNATIONAL INCORPORATED | 5K | $500K+ | SH |
| JLL | JONES LANG LASALLE INCORPORATED | 3K | $500K+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 4K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORPORATION | 2K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORPORATION | 4K | $500K+ | SH |
| TEX | TEREX CORPORATION NEW | 17K | $500K+ | SH |
| KR | KROGER COMPANY | 14K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INCORPORATED | 3K | $500K+ | SH |
| NSC | NORFOLK SOUTHN CORPORATION | 3K | $500K+ | SH |
| TXN | TEXAS INSTRS INCORPORATED | 5K | $500K+ | SH |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | 13K | $500K+ | SH |
| TMUS | T-MOBILE US INCORPORATED | 4K | $500K+ | SH |