HoldingsChannel.com
Confluence Wealth Services Inc. Top Holdings
As of  03/31/2022, below is a summary of the Confluence Wealth Services Inc. top holdings by largest position size, as per the latest 13f filing made by Confluence Wealth Services Inc.. In the Confluence Wealth Services Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Confluence Wealth Services Inc. in that top holding, then the share count change between reporting periods, and finally the Confluence Wealth Services Inc. top holding position size for that row.

   EntityAmountChange
 12/31/2021 to 03/31/2022
Position Size
($ in 1000's)
APPLE INCORPORATED 161,141 +327 $28,136
     AAPL161,141+327$28,136
MICROSOFT CORPORATION 50,050 -234 $15,431
     MSFT50,050-234$15,431
JOHNSON JOHNSON 39,005 -117 $6,913
     JNJ39,005-117$6,913
JPMORGAN CHASE COMPANY 34,176 +311 $4,658
     JPM34,176+311$4,658
PEPSICO INCORPORATED 27,538 +35 $4,609
     PEP27,538+35$4,609
PNC FINL SVCS GROUP INCORPORATED 23,865 -353 $4,401
     PNC23,865-353$4,401
CHEVRON CORPORATION NEW 25,077 -18 $4,083
     CVX25,077-18$4,083
PROCTER AND GAMBLE COMPANY 25,227 -723 $3,854
     PG25,227-723$3,854
VERIZON COMMUNICATIONS INCORPORATED 75,647 +422 $3,853
     VZ75,647+422$3,853
WALMART INCORPORATED 25,790 -90 $3,840
     WMT25,790-90$3,840
ABBVIE INCORPORATED 23,511 +3,042 $3,811
     ABBV23,511+3,042$3,811
EXXON MOBIL CORPORATION 42,413 +1,762 $3,502
     XOM42,413+1,762$3,502
HOME DEPOT INCORPORATED 11,663 +528 $3,491
     HD11,663+528$3,491
CISCO SYSTEMS INCORPORATED 60,265 +997 $3,360
     CSCO60,265+997$3,360
ALPHABET INCORPORATED CAP STK CLASS A 1,131 +5 $3,145
     GOOGL1,131+5$3,145
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW      $3,098
     BRK.B8,780-160$3,098
VISA INCORPORATED COM CLASS A 13,884 -141 $3,079
     V13,884-141$3,079
MERCK COMPANY INCORPORATED 37,160 -38 $3,049
     MRK37,160-38$3,049
MCDONALDS CORPORATION 12,245 -100 $3,027
     MCD12,245-100$3,027
PFIZER INCORPORATED 51,357 -231 $2,658
     PFE51,357-231$2,658
MARATHON PETE CORPORATION 29,036 -496 $2,482
     MPC29,036-496$2,482
UNION PAC CORPORATION 8,447 +289 $2,307
     UNP8,447+289$2,307
CONOCOPHILLIPS 22,649 -13 $2,264
     COP22,649-13$2,264
NVIDIA CORPORATION 8,024 +508 $2,189
     NVDA8,024+508$2,189
AT T INCORPORATED 90,623 +392 $2,141
     T90,623+392$2,141
DISNEY WALT COMPANY 15,098 +36 $2,070
     DIS15,098+36$2,070
INTEL CORPORATION 41,375 +5 $2,050
     INTC41,375+5$2,050
CHUBB LIMITED 9,453 +9,453 $2,022
     CB9,453+9,453$2,022
COMCAST CORPORATION NEW CLASS A 41,885 +801 $1,961
     CMCSA41,885+801$1,961
BROADCOM INCORPORATED 3,087 +427 $1,943
     AVGO3,087+427$1,943
ABBOTT LABS 16,216 -100 $1,919
     ABT16,216-100$1,919
USA COMPRESSION PARTNERS LP COMUNIT LTDPAR 107,418 -142 $1,891
     USAC107,418-142$1,891
AMAZON COM INCORPORATED 576 +9 $1,877
     AMZN576+9$1,877
TESLA INCORPORATED 1,738 -7 $1,872
     TSLA1,738-7$1,872
NUCOR CORPORATION 12,438 UNCH $1,848
     NUE12,438UNCH$1,848
ALTRIA GROUP INCORPORATED 34,963 -3,011 $1,826
     MO34,963-3,011$1,826
COSTCO WHOLESALE CORPORATION NEW 3,150 UNCH $1,814
     COST3,150UNCH$1,814
DEVON ENERGY CORPORATION NEW 29,510 +1,517 $1,744
     DVN29,510+1,517$1,744
LILLY ELI COMPANY 6,065 -78 $1,736
     LLY6,065-78$1,736
REALTY INCOME CORPORATION REIT 24,520 -799 $1,699
     O24,520-799$1,699
THERMO FISHER SCIENTIFIC INCORPORATED 2,856 UNCH $1,686
     TMO2,856UNCH$1,686
ALPHABET INCORPORATED CAP STK CLASS C 585 +7 $1,633
     GOOG585+7$1,633
SPDR BLOOMBERG CONVERTIBLE SECURITIES ET (CWB) 20,796 -2,289 $1,600
     CWB20,796-2,289$1,600
INTERNATIONAL BUSINESS MACHINES 11,996 -37 $1,559
     IBM11,996-37$1,559
UNITEDHEALTH GROUP INCORPORATED 3,037 -40 $1,549
     UNH3,037-40$1,549
SPDR GOLD SHARES (GLD) 8,567 +8 $1,547
     GLD8,567+8$1,547
DEERE COMPANY 3,673 UNCH $1,526
     DE3,673UNCH$1,526
CATERPILLAR INCORPORATED 6,790 -59 $1,513
     CAT6,790-59$1,513
EATON CORPORATION PLC SHS 9,728 +9,728 $1,476
     ETN9,728+9,728$1,476
COCA COLA COMPANY 23,630 -1,081 $1,465
     KO23,630-1,081$1,465

See Full List: All Stocks Held By Confluence Wealth Services Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Confluence Wealth Services Inc.

Size ($ in 1000's)
At 03/31/2022: $276,963
At 12/31/2021: $310,058

Confluence Wealth Services Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Confluence Wealth Services Inc. 13F filings. Link to 13F filings: SEC filings

Confluence Wealth Services Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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