Confluence Wealth Services, Inc. Q2 2025 Filing

Filed July 22, 2025

Portfolio Value

$1.8T

Holdings

359

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (359 positions)

#StockSharesValue% PortfolioType
101
TMOTHERMO FISHER SCIENTIFIC INCORPORATED
4,288$1.7B0.09%
102
LOWLOWES COMPANIES INCORPORATED
7,692$1.7B0.09%
103
NKENIKE INCORPORATED CLASS B
24,013$1.7B0.09%
104
PEGPUBLIC SVC ENTERPRISE GRP INCORPORATED
20,229$1.7B0.09%
105
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
31,178$1.7B0.09%
106
FTCSFIRST TRUST CAPITAL STRENGTH ETF
18,651$1.7B0.09%
107
VXFVANGUARD EXTENDED MARKET ETF
8,622$1.7B0.09%
108
CGCBCAPITAL GROUP CORE BOND ETF
62,377$1.6B0.09%
109
ALSALLSTATE CORPORATION
7,955$1.6B0.09%
110
TTTRANE TECHNOLOGIES PLC SHS (IRELAND)
3,609$1.6B0.09%
111
TSLATESLA INCORPORATED
4,912$1.6B0.09%
112
OREALTY INCOME CORPORATION REIT
27,077$1.6B0.09%
113
GEVGE VERNOVA INCORPORATED
2,940$1.6B0.08%
114
RTXRTX CORPORATION
10,619$1.6B0.08%
115
QCOMQUALCOMM INCORPORATED
9,736$1.6B0.08%
116
TPLTEXAS PACIFIC LAND CORPORATION
1,465$1.5B0.08%
117
VTVVANGUARD VALUE ETF
8,663$1.5B0.08%
118
MPWRMONOLITHIC PWR SYSTEMS INCORPORATED
2,067$1.5B0.08%
119
FASTFASTENAL COMPANY
35,959$1.5B0.08%
120
ACNACCENTURE PLC IRELAND SHS CLASS A (IRELAND)
5,050$1.5B0.08%
121
CAHCARDINAL HEALTH INCORPORATED
8,943$1.5B0.08%
122
NUENUCOR CORPORATION
11,472$1.5B0.08%
123
DVNDEVON ENERGY CORPORATION NEW
46,540$1.5B0.08%
124
CRMSALESFORCE INCORPORATED
5,392$1.5B0.08%
125
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
54,875$1.5B0.08%
126
GRMNGARMIN LIMITED SHS (SWITZERLAND)
6,972$1.5B0.08%
127
DISDISNEY WALT COMPANY
11,733$1.5B0.08%
128
NYTNEW YORK TIMES COMPANY CLASS A
25,892$1.4B0.08%
129
VUGVANGUARD GROWTH ETF
3,290$1.4B0.08%
130
SYKSTRYKER CORPORATION
3,635$1.4B0.08%
131
CGUSCAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT
38,786$1.4B0.08%
132
SOSOUTHERN COMPANY
15,575$1.4B0.08%
133
JHGJANUS HENDERSON GROUP PLC ORD SHS (JERSEY)
36,382$1.4B0.08%
134
FNFFIDELITY NATIONAL FINANCIAL IN COM SHS
25,130$1.4B0.08%
135
RFREGIONS FINANCIAL CORPORATION NEW
58,639$1.4B0.08%
136
SHOPSHOPIFY INCORPORATED CLASS A SUB VTG SHS (CANADA)
11,725$1.4B0.07%
137
IJHISHARES TR CORE S&P MCP ETF
21,748$1.3B0.07%
138
GDGENERAL DYNAMICS CORPORATION
4,616$1.3B0.07%
139
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
26,319$1.3B0.07%
140
IWMISHARES TR RUSSELL 2000 ETF
6,165$1.3B0.07%
141
KOCOCA COLA COMPANY
18,729$1.3B0.07%
142
ADIANALOG DEVICES INCORPORATED
5,458$1.3B0.07%
143
NDQINVESCO QQQ TR
2,340$1.3B0.07%
144
LINLINDE PLC SHS (IRELAND)
2,743$1.3B0.07%
145
WSOWATSCO INCORPORATED
2,911$1.3B0.07%
146
TMUST-MOBILE US INCORPORATED
5,351$1.3B0.07%
147
EOGEOG RES INCORPORATED
10,658$1.3B0.07%
148
AMGNAMGEN INCORPORATED
4,555$1.3B0.07%
149
CFCF INDUSTRIES HLDGS INCORPORATED
13,614$1.3B0.07%
150
EMREMERSON ELEC COMPANY
9,308$1.2B0.07%
151
AFLAFLAC INCORPORATED
11,730$1.2B0.07%
152
AFGAMERICAN FINL GROUP INCORPORATED OHIO
9,645$1.2B0.07%
153
SLVISHARES SILVER TR ISHARES
36,290$1.2B0.06%
154
CMCSACOMCAST CORPORATION NEW CLASS A
33,315$1.2B0.06%
155
LENLENNAR CORPORATION CLASS A
10,748$1.2B0.06%
156
TROWPRICE T ROWE GROUP INCORPORATED
12,265$1.2B0.06%
157
STBAS & T BANCORP INCORPORATED
31,271$1.2B0.06%
158
VGTVANGUARD INFORMATION TECHNOLOGY ETF
1,737$1.2B0.06%
159
BALIISHARES ADVANTAGE LARGE CAP INCOME ETF
37,920$1.1B0.06%
160
AMATAPPLIED MATLS INCORPORATED
6,226$1.1B0.06%
161
APDAIR PRODUCTS & CHEMICALS INCORPORATED
4,031$1.1B0.06%
162
ICEINTERCONTINENTAL EXCHANGE INCORPORATED
6,113$1.1B0.06%
163
VOYAVOYA FINANCIAL INCORPORATED
15,747$1.1B0.06%
164
DDDUPONT DE NEMOURS INCORPORATED
16,122$1.1B0.06%
165
CGSMCAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF
42,259$1.1B0.06%
166
HONHONEYWELL INTERNATIONAL INCORPORATED
4,706$1.1B0.06%
167
CGNXCOGNEX CORPORATION
34,550$1.1B0.06%
168
SPGIS&P GLOBAL INCORPORATED
2,039$1.1B0.06%
169
BKBANK NEW YORK MELLON CORPORATION
11,761$1.1B0.06%
170
LSTRLANDSTAR SYSTEMS INCORPORATED
7,418$1.0B0.06%
171
KRKROGER COMPANY
14,292$1.0B0.06%
172
ITWILLINOIS TOOL WKS INCORPORATED
4,128$1.0B0.06%
173
BNDXVANGUARD TOTAL INTERNATIONAL BOND ETF
20,256$1.0B0.05%
174
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
10,468$997.8M0.05%
175
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
11,136$988.3M0.05%
176
CGSDCAPITAL GROUP FXD INCOME ETF SHORT DURATION INCOME ETF
38,086$987.8M0.05%
177
SPYMSPDR PORTFOLIO S&P 500 ETF
13,106$952.6M0.05%
178
VLOVALERO ENERGY CORPORATION
7,082$952.0M0.05%
179
CSXCSX CORPORATION
28,931$944.0M0.05%
180
IWYISHARES TR RUS TP200 GR ETF
3,799$936.5M0.05%
181
NXPINXP SEMICONDUCTORS N V (NETHERLANDS)
4,259$930.5M0.05%
182
COHRCOHERENT CORPORATION
10,256$914.9M0.05%
183
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
15,995$911.8M0.05%
184
CEGCONSTELLATION ENERGY CORPORATION
2,817$908.9M0.05%
185
BBYBEST BUY INCORPORATED
13,059$876.7M0.05%
186
VBVANGUARD SMALL-CAP ETF
3,660$867.3M0.05%
187
BACBANK AMERICA CORPORATION
18,254$863.8M0.05%
188
DFACDIMENSIONAL U.S. CORE EQUITY 2 ETF
23,383$838.0M0.05%
189
AEPAMERICAN ELEC PWR COMPANY INCORPORATED
8,053$835.5M0.05%
190
AZNASTRAZENECA PLC SPONSORED ADR
11,843$827.6M0.05%
191
EQIXEQUINIX INCORPORATED REIT
1,041$827.3M0.05%
192
VSLUETF OPPORTUNITIES TRUST APPLIED FINANCE VALUATION
21,004$822.3M0.04%
193
TJXTJX COMPANIES INCORPORATED NEW
6,652$821.4M0.04%
194
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
8,155$821.2M0.04%
195
CRWDCROWDSTRIKE HLDGS INCORPORATED CLASS A
1,582$805.7M0.04%
196
TEXTEREX CORPORATION NEW
17,046$795.9M0.04%
197
YUMYUM BRANDS INCORPORATED
5,364$794.8M0.04%
198
COFCAPITAL ONE FINL CORPORATION
3,734$794.4M0.04%
199
PSXPHILLIPS 66
6,609$788.5M0.04%
200
DDOMINION ENERGY INCORPORATED
13,917$786.5M0.04%
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