Confluence Wealth Services, Inc. Portfolio Holdings
Confluence Wealth Services, Inc.
- $1.68 Billion
- Q2 2025
Confluence Wealth Services, Inc. has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.68 Billion distributed in 360 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 $208M, Vanguard Dividend Appreciation with a value of $126M, Ishares Russell 1000 Gr ETF with a value of $119M, J P Morgan Exchange Traded Fd with a value of $105M, and Vanguard Whitehall Fds Intl Hi with a value of $98M.
Examining the 13F form we can see an increase of $165M in the current position value, from $1.52B to 1.68B.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 360
- Current Value $1.68 Billion
- Prior Value $1.52 Billion
- Filing
- Period Q2 2025
- Filing Date July 22, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 30 stocks
- Additional Purchases 181 stocks
- Sold out of 0 stocks
- Reduced holdings in 91 stocks