Confluence Wealth Services, Inc. Q4 2022 Filing

Filed February 10, 2023

Portfolio Value

$384.7T

Holdings

233

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (233 positions)

#StockSharesValue% PortfolioType
101
MCHPMICROCHIP TECHNOLOGY INCORPORATED.
11,112$780.6B0.20%
102
AFLAFLAC INCORPORATED
10,579$761.0B0.20%
103
CAHCARDINAL HEALTH INCORPORATED
9,551$734.2B0.19%
104
LHXL3HARRIS TECHNOLOGIES INCORPORATED
3,522$733.4B0.19%
105
PPGPPG INDUSTRIES INCORPORATED
5,819$731.7B0.19%
106
GISGENERAL MLS INCORPORATED
8,611$722.0B0.19%
107
IWOISHARES TR RUS 2000 GRW ETF
3,362$721.2B0.19%
108
AXPAMERICAN EXPRESS COMPANY
4,822$712.5B0.19%
109
BDXBECTON DICKINSON & COMPANY
2,797$711.4B0.18%
110
NEENEXTERA ENERGY INCORPORATED
8,287$692.8B0.18%
111
VYMVANGUARD HIGH DIVIDEND YIELD ETF
6,238$675.0B0.18%
112
YUMYUM BRANDS INCORPORATED
5,208$667.0B0.17%
113
PPLPPL CORPORATION
22,757$665.0B0.17%
114
SPYMSPDR PORTFOLIO S&P 500 ETF
14,732$662.6B0.17%
115
NVDANVIDIA CORPORATION
4,448$650.1B0.17%
116
PSXPHILLIPS 66
6,147$639.8B0.17%
117
VLYVALLEY NATL BANCORP
55,174$624.0B0.16%
118
ORCLORACLE CORPORATION
7,622$623.0B0.16%
119
LOWLOWES COMPANIES INCORPORATED
3,100$617.6B0.16%
120
QCOMQUALCOMM INCORPORATED
5,591$614.7B0.16%
121
FTCSFIRST TRUST CAPITAL STRENGTH ETF
8,103$607.3B0.16%
122
DYHTARGET CORPORATION
3,934$586.3B0.15%
123
VXFVANGUARD EXTENDED MARKET ETF
4,388$583.0B0.15%
124
TSCOTRACTOR SUPPLY COMPANY
2,551$573.9B0.15%
125
NFLXNETFLIX INCORPORATED
1,912$563.8B0.15%
126
MDLZMONDELEZ INTERNATIONAL INCORPORATED CLASS A
8,454$563.5B0.15%
127
VTVVANGUARD VALUE ETF
3,899$547.3B0.14%
128
LINLINDE PLC SHS
1,661$541.8B0.14%
129
DDOMINION ENERGY INCORPORATED
8,610$528.0B0.14%
130
EMREMERSON ELEC COMPANY
5,460$524.5B0.14%
131
GEGENERAL ELECTRIC COMPANY COM NEW
6,187$518.4B0.13%
132
ABXBARRICK GOLD CORPORATION
30,161$518.2B0.13%
133
IWMISHARES TR RUSSELL 2000 ETF
2,926$510.2B0.13%
134
AMATAPPLIED MATLS INCORPORATED
5,239$510.2B0.13%
135
CTVACORTEVA INCORPORATED
8,517$500.6B0.13%
136
DTEDTE ENERGY COMPANY
4,253$499.9B0.13%
137
TJXTJX COMPANIES INCORPORATED NEW
6,244$497.0B0.13%
138
SLYGSPDR S&P 600 SMALL CAP GROWTH ETF
6,840$494.1B0.13%
139
TXNTEXAS INSTRS INCORPORATED
2,975$491.5B0.13%
140
PYPLPAYPAL HLDGS INCORPORATED
6,886$490.4B0.13%
141
LMTLOCKHEED MARTIN CORPORATION
1,002$487.5B0.13%
142
STZCONSTELLATION BRANDS INCORPORATED CLASS A
2,085$483.2B0.13%
143
ITWILLINOIS TOOL WKS INCORPORATED
2,142$471.8B0.12%
144
OEFISHARES TR S&P 100 ETF
2,687$458.3B0.12%
145
HBANHUNTINGTON BANCSHARES INCORPORATED
32,484$458.0B0.12%
146
DHRDANAHER CORPORATION
1,709$453.6B0.12%
147
FEFIRSTENERGY CORPORATION
10,765$451.5B0.12%
148
CMICUMMINS INCORPORATED
1,853$449.0B0.12%
149
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
8,855$448.7B0.12%
150
AMGNAMGEN INCORPORATED
1,705$447.8B0.12%
151
JLLJONES LANG LASALLE INCORPORATED
2,806$447.2B0.12%
152
MAMASTERCARD INCORPORATED CLASS A
1,265$439.9B0.11%
153
CICIGNA CORPORATION NEW
1,311$434.4B0.11%
154
LVLNSPDR S&P REGIONAL BANKING ETF
7,365$432.6B0.11%
155
SYYSYSCO CORPORATION
5,616$429.3B0.11%
156
CETCENTRAL SECS CORPORATION
12,735$425.2B0.11%
157
AKXANSYS INCORPORATED
1,741$420.6B0.11%
158
ALVAUTOLIV INCORPORATED
5,469$418.8B0.11%
159
CSXCSX CORPORATION
13,401$415.2B0.11%
160
NDQINVESCO QQQ
1,548$412.2B0.11%
161
NKENIKE INCORPORATED CLASS B
3,517$411.5B0.11%
162
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
9,703$407.2B0.11%
163
TTTRANE TECHNOLOGIES PLC SHS
2,398$403.1B0.10%
164
METAMETA PLATFORMS INCORPORATED CLASS A
3,340$401.9B0.10%
165
VCRVANGUARD CONSUMER DISCRETIONARY ETF
1,786$391.1B0.10%
166
PEOEXELON CORPORATION
9,038$390.7B0.10%
167
BPBP PLC SPONSORED ADR
11,133$388.9B0.10%
168
RTXRAYTHEON TECHNOLOGIES CORPORATION
3,814$384.9B0.10%
169
WRKUSDWESTROCK COMPANY
10,940$384.7B0.10%
170
VBVANGUARD SMALL-CAP ETF
1,995$366.2B0.10%
171
BABOEING COMPANY
1,903$362.4B0.09%
172
KRKROGER COMPANY
7,917$352.9B0.09%
173
IJRISHARES TR CORE S&P SCP ETF
3,727$352.7B0.09%
174
PXDEURPIONEER NAT RES COMPANY
1,537$351.1B0.09%
175
IVEISHARES TR S&P 500 VAL ETF
2,417$350.6B0.09%
176
BACBANK AMERICA CORPORATION
10,282$340.5B0.09%
177
NEMNEWMONT CORPORATION
7,019$331.3B0.09%
178
HALHALLIBURTON COMPANY
8,280$325.8B0.08%
179
EDCONSOLIDATED EDISON INCORPORATED
3,405$324.5B0.08%
180
WFCWELLS FARGO COMPANY NEW
7,773$320.9B0.08%
181
FISVFISERV INCORPORATED
3,152$318.6B0.08%
182
YUMCYUM CHINA HLDGS INCORPORATED
5,779$315.8B0.08%
183
VOOVVANGUARD S&P 500 VALUE ETF
2,249$315.0B0.08%
184
VHTVANGUARD HEALTH CARE ETF
1,255$311.4B0.08%
185
IXUSISHARES TR CORE MSCI TOTAL
5,363$310.4B0.08%
186
VOVANGUARD MID-CAP ETF
1,523$310.4B0.08%
187
EWEDWARDS LIFESCIENCES CORPORATION
4,030$300.7B0.08%
188
NSCNORFOLK SOUTHN CORPORATION
1,215$299.4B0.08%
189
PRFINVESCO FTSE RAFI US 1000 ETF
1,912$296.6B0.08%
190
GDXVANECK GOLD MINERS ETF
9,898$283.7B0.07%
191
KHCKRAFT HEINZ COMPANY
6,811$277.3B0.07%
192
NTAPNETAPP INCORPORATED
4,449$267.2B0.07%
193
AEPAMERICAN ELEC PWR COMPANY INCORPORATED
2,791$265.0B0.07%
194
HONHONEYWELL INTERNATIONAL INCORPORATED
1,234$264.4B0.07%
195
SHELSHELL PLC SPON ADS
4,593$261.6B0.07%
196
CWHCAMPING WORLD HLDGS INCORPORATED CLASS A
11,711$261.4B0.07%
197
CEGCONSTELLATION ENERGY CORPORATION
2,972$256.2B0.07%
198
VWOVANGUARD FTSE EMERGING MARKETS ETF
6,482$252.7B0.07%
199
IJSISHARES TR SP SMCP600VL ETF
2,746$250.8B0.07%
200
SRESEMPRA
1,620$250.4B0.07%
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