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 351–371 of 371
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 377 | $100K–$500K | SH |
| OMC | OMNICOM GROUP INCORPORATED | 3K | $100K–$500K | SH |
| IJT | ISHARES TR S&P SML 600 GWT | 2K | $100K–$500K | SH |
| FNB | F N B CORPORATION | 13K | $100K–$500K | SH |
| GLDM | WORLD GOLD TR SPDR GOLD MINISHARES TR NEW | 3K | $100K–$500K | SH |
| COR | CENCORA INCORPORATED | 651 | $100K–$500K | SH |
| IWR | ISHARES TR RUS MID CAP ETF | 2K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INCORPORATED | 6K | $100K–$500K | SH |
| SUSL | ISHARES TR ESG MSCI LEADR | 2K | $100K–$500K | SH |
| BA | BOEING COMPANY | 987 | $100K–$500K | SH |
| DVY | ISHARES TR SELECT DIVID ETF | 1K | $100K–$500K | SH |
| ABNB | AIRBNB INCORPORATED COM CLASS A | 2K | $100K–$500K | SH |
| CGVV | CAPITAL GROUP U.S. LARGE VALUE ETF | 8K | $100K–$500K | SH |
| GLW | CORNING INCORPORATED | 2K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INCORPORATED CLASS B | 4K | $100K–$500K | SH |
| SHEL | SHELL PLC SPON ADS (UNITED KINGDOM) | 3K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INCORPORATED CLASS A | 1K | $100K–$500K | SH |
| FCF | FIRST COMWLTH FINL CORPORATION PA | 11K | $100K–$500K | SH |
| MMLP | MARTIN MIDSTREAM PRTNRS L P UNIT L P INT | 32K | $50K–$100K | SH |
| LEO | BNY MELLON STRATEGIC MUNS INCORPORATED | 13K | $50K–$100K | SH |
| NRGV | ENERGY VAULT HOLDINGS INCORPORATED | 13K | $50K–$100K | SH |