Confluence Wealth Services, Inc. Q1 2024 Filing

Filed April 22, 2024

Portfolio Value

$1.1T

Holdings

338

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (338 positions)

StockValue
DWLDDAVIS SELECT WORLDWIDE ETF
$246.9M
SNASNAP ON INCORPORATED
$245.3M
IJKISHARES TR S&P MC 400GR ETF
$244.0M
PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED
$241.5M
AGGISHARES TR CORE US AGGBD ET
$241.2M
CA8ACACI INTERNATIONAL INCORPORATED CLASS A
$237.1M
GBILGOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
$234.2M
YUMCYUM CHINA HLDGS INCORPORATED
$231.7M
KLMNINVESCO RUSSELL 1000 EQUAL WEIGHT ETF
$231.3M
TRVCCITIGROUP INCORPORATED COM NEW
$225.4M
NEMNEWMONT CORPORATION
$225.1M
CMGCHIPOTLE MEXICAN GRILL INCORPORATED
$223.8M
XLYSPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND
$219.0M
LULULULULEMON ATHLETICA INCORPORATED
$216.8M
SRESEMPRA
$216.1M
VEUVANGUARD FTSE ALL-WORLD EX-US ETF
$215.4M
IEIISHARES TR 3 7 YR TREAS BD
$214.0M
SCHWSCHWAB CHARLES CORPORATION
$213.7M
NTRSNORTHERN TR CORPORATION
$213.1M
PTNQPACER TRENDPILOT 100 ETF
$212.6M
GPCGENUINE PARTS COMPANY
$211.8M
BABOEING COMPANY
$211.1M
SHWSHERWIN WILLIAMS COMPANY
$210.8M
IGSBISHARES TR ISHS 1-5YR INVS
$209.8M
MDYSPDR S&P MIDCAP 400 ETF TRUST
$209.8M
KLACKLA CORPORATION COM NEW
$208.9M
FCXFREEPORT-MCMORAN INCORPORATED CLASS B
$206.6M
GEHCGE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK
$206.5M
ASMLASML HOLDING N V N Y REGISTRY SHS
$205.7M
ADPAUTOMATIC DATA PROCESSING INCORPORATED
$205.3M
IJTISHARES TR S&P SML 600 GWT
$204.2M
XLESPDR ENERGY SELECT SECTOR FUND
$202.2M
VSTVISTRA CORPORATION
$202.0M
ACVAACV AUCTIONS INCORPORATED COM CLASS A
$192.5M
FFORD MTR COMPANY DEL
$174.8M
XETYXEATON VANCE TAX-MANAGED DIVERS
$165.7M
ECVTECOVYST INCORPORATED
$149.6M
VODVODAFONE GROUP PLC NEW SPONSORED ADR
$90.0M
NRGVENERGY VAULT HOLDINGS INCORPORATED
$24.0M
PreviousPage 4 of 4