Confluence Wealth Services, Inc. has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.38 Billion distributed in 333 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $166M, Vanguard Dividend Appreciation with a value of $109M, Ishares Russell 1000 Gr ETF with a value of $102M, J P Morgan Exchange Traded Fd with a value of $91.1M, and Vanguard Whitehall Fds Intl Hi with a value of $71.6M.
Examining the 13F form we can see an increase of $71.6M in the current position value, from $1.31B to 1.38B.
Confluence Wealth Services, Inc. is based out at Mcmurray, PA
Below you can find more details about Confluence Wealth Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.38 Billion
ETFs: $969 Million
Technology: $115 Million
Financial Services: $57.7 Million
Healthcare: $40.4 Million
Industrials: $33.2 Million
Consumer Defensive: $29.4 Million
Consumer Cyclical: $29.4 Million
Energy: $27.9 Million
Other: $40.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more
