Confluence Wealth Services, Inc.

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Mcmurray, PA
CIK
0001910411
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 360 1,254,596 CGDV, VIG, IWF, JEPI 13F-HR 7/31/2024 000191041124000003
Q1 2024 339 1,133,111 CGDV, VIG, IWF, JEPI 13F-HR 4/22/2024 000191041124000002
Q4 2023 290 912,365 CGDV, VIG, IWF, JEPI 13F-HR 1/25/2024 000191041124000001
Q3 2023 261 506,794 CGDV, VIG, AAPL, VYMI 13F-HR 11/1/2023 000191041123000005
Q2 2023 260 471,859 CGDV, AAPL, VIG, JEPI 13F-HR 8/1/2023 000191041123000004
Q1 2023 259 428,806 CGDV, AAPL, VIG, JEPI 13F-HR 5/11/2023 000191041123000003
Q4 2022 233 384,711 CGDV, VIG, AAPL, JEPI 13F-HR 2/10/2023 000191041123000002
Q3 2022 225 236,368 AAPL, MSFT, CGDV, VYMI 13F-HR 11/8/2022 000160658722002190
Q2 2022 268 227,605 XOM, PG, ABBV, MCD 13F-HR 8/15/2022 000160658722001812
Q1 2022 251 276,963 AAPL, MSFT, JNJ, JPM 13F-HR 4/26/2022 000160658722000747
Q4 2021 1,284 310,058 AAPL, MSFT, JNJ, JPM 13F-HR 2/10/2022 000160658722000462