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Confluence Wealth Services

Latest statistics and disclosures from Confluence Wealth Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are CGDV, VIG, IWF, JEPI, VYMI, and represent 30.73% of Confluence Wealth Services's stock portfolio.
Added to shares of these 10 stocks: IWF (+$149M), CGDV (+$45M), CGDG (+$45M), VIG (+$41M), Exxon Mobil Corp (+$40M), JEPI (+$26M), JCPB (+$25M), AAPL (+$25M), NVDA (+$19M), VYMI (+$17M).
Started 116 new stock positions in LNG, DD, ARCC, SGOV, PLD, IWB, VUZI, PLTR, ELAN, SPCX.
Reduced shares in these 10 stocks: , CGCB, Honeywell International, CGSD, Dupont De Nemours, , BALI, IWD, CRM, VCR.
Sold out of its positions in CGSD, Dupont De Nemours, EW, XOM, Honeywell International.
Confluence Wealth Services was a net buyer of stock by $809M.
Confluence Wealth Services has $3.5B in assets under management (AUM), dropping by 35.61%.
Central Index Key (CIK): 0001910411

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Portfolio Holdings for Confluence Wealth Services

Confluence Wealth Services holds 476 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Capital Group Dividend Value Etf Etf (CGDV)	9.8	$343M	+15%	7.0M	49.28	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	6.7	$234M	+21%	990k	236.62	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	5.4	$188M	+376%	1.5M	124.17	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	4.6	$159M	+19%	2.8M	56.48	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	4.3	$150M	+12%	1.5M	98.20	View chart
Capital Group Dividend Growers Etf Etf (CGDG)	3.5	$122M	+58%	3.3M	37.51	View chart
Dimensional International Value Etf Etf (DFIV)	3.2	$112M	+16%	2.1M	54.02	View chart
Jpmorgan Core Plus Bond Etf Etf (JCPB)	3.2	$111M	+29%	2.4M	46.94	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	2.9	$102M	+18%	1.2M	82.34	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	2.8	$97M	+21%	1.3M	75.79	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	2.7	$95M	+20%	3.6M	26.52	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	2.4	$84M	+23%	2.4M	34.62	View chart
Ishares Msci Eafe Etf Etf (EFA)	2.3	$79M	+19%	763k	103.88	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	2.2	$76M	+17%	2.1M	36.84	View chart
Apple Stock (AAPL)	2.1	$74M	+52%	254k	289.36	View chart
Capital Group Growth Etf Etf (CGGR)	1.8	$63M	+15%	1.3M	47.20	View chart
Capital Group Core Plus Income Etf Etf (CGCP)	1.5	$51M	+36%	2.3M	22.29	View chart
Nvidia Corporation Stock (NVDA)	1.2	$43M	+80%	215k	200.09	View chart
Vanguard Wellington U.s. Value Active Etf Etf (VUSV)	1.2	$41M	+36%	593k	68.32	View chart
Exxonmobil Holdings Corp Stock	1.1	$40M	NEW	294k	136.72	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	1.1	$39M	+21%	555k	69.90	View chart
Jpmorgan Income Etf Etf (JPIE)	1.0	$34M	+33%	741k	46.05	View chart
Capital Group Municipal Income Etf Etf (CGMU)	0.9	$32M	+4%	1.2M	27.47	View chart
Microsoft Corp Stock (MSFT)	0.9	$31M	+31%	84k	373.02	View chart
Ishares Russell 2000 Growth Etf Etf (IWO)	0.9	$31M	+22%	79k	393.96	View chart
Mfs Active Core Plus Bond Etf Etf (MFSB)	0.8	$29M	+3%	1.2M	24.93	View chart
Vanguard Core Tax-exempt Bond Etf Etf (VCRM)	0.7	$25M	+22%	330k	76.40	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.7	$25M	+29%	664k	37.46	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	0.7	$23M	+21%	566k	40.21	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.6	$21M	+4%	388k	55.01	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.6	$21M	+5%	562k	37.96	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$21M	+32%	59k	357.36	View chart
Jpmorgan Chase & Co Stock (JPM)	0.6	$21M	+27%	63k	327.33	View chart
Broadcom Stock (AVGO)	0.6	$20M	+17%	52k	377.75	View chart
Jpmorgan Active Value Etf Etf (JAVA)	0.6	$20M	+15%	246k	79.41	View chart
Capital Group Municipal High-income Etf Etf (CGHM)	0.5	$18M	+3%	696k	25.85	View chart
Eli Lilly & Co Stock (LLY)	0.5	$16M	+20%	13k	1199.43	View chart
Capital Group Conservative Equity Etf Etf (CGCV)	0.4	$14M	+18%	416k	32.82	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$14M	+4%	37k	370.03	View chart
Chevron Corporation Stock (CVX)	0.4	$13M	+106%	81k	165.76	View chart
Walmart Stock (WMT)	0.4	$13M	+30%	115k	113.26	View chart
Cisco Sys Stock (CSCO)	0.4	$13M	+17%	111k	117.46	View chart
Johnson & Johnson Stock (JNJ)	0.4	$13M	+17%	49k	253.97	View chart
Ishares International Dividend Growth Etf Etf (IGRO)	0.4	$13M		142k	87.93	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.3	$12M	+20%	35k	353.32	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.3	$12M	+13%	113k	107.62	View chart
Visa Inc Com Cl A Stock (V)	0.3	$12M	+17%	33k	343.08	View chart
Amazon Stock (AMZN)	0.3	$11M	+48%	47k	238.34	View chart
Caterpillar Stock (CAT)	0.3	$10M	+36%	9.4k	1064.81	View chart
Capital Group Global Growth Equity Etf Etf (CGGO)	0.3	$9.9M	+17%	233k	42.33	View chart
Abbvie Stock (ABBV)	0.3	$9.8M	+38%	39k	251.64	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$9.4M	+33%	19k	500.39	View chart
Procter & Gamble Stock (PG)	0.3	$9.4M	+55%	64k	146.64	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$9.3M	+4%	12k	748.87	View chart
Eaton Corp Stock (ETN)	0.2	$8.5M	+87%	20k	426.11	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$8.2M	-2%	34k	242.43	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.2	$8.0M	+15%	117k	68.40	View chart
Capital Group International Core Equity Etf Etf (CGIC)	0.2	$7.7M	+5%	211k	36.39	View chart
Marathon Pete Corp Stock (MPC)	0.2	$7.6M	+13%	30k	255.67	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$7.5M	+20%	8.0k	935.44	View chart
Chubb Stock (CB)	0.2	$7.4M	+38%	22k	340.74	View chart
Kla Corp Stock (KLAC)	0.2	$7.2M	+1002%	24k	301.71	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$7.2M	+7%	74k	96.58	View chart
Pnc Finl Svcs Group Stock (PNC)	0.2	$7.1M	+99%	29k	246.22	View chart
Deere & Co Stock (DE)	0.2	$7.0M	+12%	11k	634.28	View chart
Home Depot Stock (HD)	0.2	$7.0M	+28%	20k	352.67	View chart
Spdr Gold Shares Etf (GLD)	0.2	$6.7M	+9%	18k	368.38	View chart
Amgen Stock (AMGN)	0.2	$6.4M	+210%	18k	362.11	View chart
Merck & Co Stock (MRK)	0.2	$6.4M	+12%	50k	128.50	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.2	$6.2M	+2%	228k	27.33	View chart
Applied Matls Stock (AMAT)	0.2	$6.0M	+35%	8.3k	722.92	View chart
Analog Devices Stock (ADI)	0.2	$5.9M	+87%	15k	397.17	View chart
Ge Aerospace Stock (GE)	0.2	$5.9M	+58%	16k	373.73	View chart
International Business Machs Stock (IBM)	0.2	$5.6M	+21%	20k	281.20	View chart
Pepsico Stock (PEP)	0.2	$5.4M	+26%	40k	135.40	View chart
Oracle Corp Stock (ORCL)	0.1	$5.2M	+24%	36k	146.55	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$5.2M	+4%	24k	212.76	View chart
Philip Morris Intl Stock (PM)	0.1	$5.1M	+39%	28k	180.91	View chart
Capital Group International Equity Etf Etf (CGIE)	0.1	$5.0M	+5%	136k	36.78	View chart
Nextera Energy Stock (NEE)	0.1	$5.0M	+16%	57k	87.77	View chart
Micron Technology Stock (MU)	0.1	$5.0M	+38%	4.3k	1154.13	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$4.9M	+16%	254k	19.12	View chart
Ge Vernova Stock (GEV)	0.1	$4.8M	+92%	4.1k	1174.60	View chart
Intel Corp Stock (INTC)	0.1	$4.2M	+45%	30k	139.63	View chart
Advanced Micro Devices Stock (AMD)	0.1	$4.1M	+138%	7.1k	580.91	View chart
Union Pac Corp Stock (UNP)	0.1	$4.1M	+10%	15k	271.99	View chart
Altria Group Stock (MO)	0.1	$4.1M	+20%	57k	71.95	View chart
Mcdonalds Corp Stock (MCD)	0.1	$4.1M	+20%	15k	270.31	View chart
Abbott Laboratories Stock (ABT)	0.1	$4.0M	+25%	44k	90.74	View chart
State Street Spdr Bloomberg Convertible Securities Etf Etf (CWB)	0.1	$4.0M	+22%	37k	107.82	View chart
Rtx Corporation Stock (RTX)	0.1	$4.0M	+63%	21k	189.73	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.1	$4.0M	+2%	25k	158.03	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.1	$4.0M		5.4k	736.31	View chart
Conocophillips Stock (COP)	0.1	$3.9M	+6%	38k	103.96	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$3.7M		5.0k	746.73	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$3.6M	+39%	6.4k	563.22	View chart
Tesla Stock (TSLA)	0.1	$3.6M	+96%	8.6k	420.60	View chart
Coca Cola Stock (KO)	0.1	$3.6M	+52%	44k	81.27	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.1	$3.5M	+65%	5.1k	685.99	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$3.4M	+43%	6.7k	513.59	View chart
Unitedhealth Group Stock (UNH)	0.1	$3.3M	+22%	7.9k	415.61	View chart
Qualcomm Stock (QCOM)	0.1	$3.3M	+19%	18k	184.79	View chart
Jpmorgan U.s. Value Factor Etf Us Value Factor Fund Etf (JVAL)	0.1	$3.1M		53k	58.64	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.1	$3.1M	+34%	70k	44.48	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$3.1M	+5%	36k	85.49	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$3.0M	+131%	26k	118.99	View chart
Coherent Corp Stock (COHR)	0.1	$2.9M	+22%	7.3k	394.47	View chart
Snap On Stock (SNA)	0.1	$2.8M	+71%	6.9k	402.38	View chart
American Express Stock (AXP)	0.1	$2.8M	+6%	8.2k	338.25	View chart
Linde Stock (LIN)	0.1	$2.8M	+69%	5.3k	518.94	View chart
Fastenal Stock (FAST)	0.1	$2.8M	+41%	57k	48.03	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$2.8M	+4%	36k	77.10	View chart
Monolithic Pwr Sys Stock (MPWR)	0.1	$2.7M	+2%	1.9k	1382.17	View chart
Automatic Data Processing Stock (ADP)	0.1	$2.7M	+56%	12k	223.94	View chart
Nucor Corp Stock (NUE)	0.1	$2.6M		12k	222.75	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$2.6M	-2%	24k	106.47	View chart
Motorola Solutions Stock (MSI)	0.1	$2.6M	+13%	6.2k	415.22	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$2.6M	+8%	5.1k	501.36	View chart
Ishares Gold Trust Etf (IAU)	0.1	$2.5M		34k	75.51	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$2.5M	+81%	5.2k	477.57	View chart
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)	0.1	$2.5M		35k	72.28	View chart
Cummins Stock (CMI)	0.1	$2.5M	+67%	3.5k	713.21	View chart
Valero Energy Corp Stock (VLO)	0.1	$2.5M	+12%	9.6k	260.44	View chart
Verizon Communications Stock (VZ)	0.1	$2.5M	+21%	59k	42.34	View chart
Dicks Sporting Goods Stock (DKS)	0.1	$2.5M	-3%	11k	226.81	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$2.5M	+683%	29k	86.13	View chart
General Dynamics Corp Stock (GD)	0.1	$2.4M	+38%	6.8k	354.24	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$2.4M		11k	222.86	View chart
Vanguard Extended Market Etf Etf (VXF)	0.1	$2.4M	+10%	9.7k	246.20	View chart
Mckesson Corp Stock (MCK)	0.1	$2.4M	+2%	3.1k	755.58	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$2.4M	+32%	7.9k	300.45	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$2.3M	+68%	4.6k	509.36	View chart
Allstate Corp Stock (ALL)	0.1	$2.3M	+13%	9.8k	237.92	View chart
Cognex Corp Stock (CGNX)	0.1	$2.3M	-2%	32k	72.42	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.1	$2.3M	+7%	16k	144.61	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$2.3M	+16%	33k	71.25	View chart
Pfizer Stock (PFE)	0.1	$2.3M	+25%	96k	24.08	View chart
Price T Rowe Group Stock (TROW)	0.1	$2.3M	+42%	20k	113.69	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ)	0.1	$2.3M	+7%	38k	61.46	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$2.3M	+66%	3.0k	763.14	View chart
Southern Stock (SO)	0.1	$2.3M	+57%	24k	95.71	View chart
Lowes Cos Stock (LOW)	0.1	$2.3M	+28%	10k	220.47	View chart
Texas Pacific Land Corporation Stock (TPL)	0.1	$2.2M	+3%	5.1k	437.63	View chart
Duke Energy Corp Stock (DUK)	0.1	$2.2M	+20%	18k	126.58	View chart
Caseys Gen Stores Stock (CASY)	0.1	$2.2M	NEW	2.8k	794.79	View chart
Texas Instrs Stock (TXN)	0.1	$2.2M	+13%	7.4k	298.06	View chart
Netflix Stock (NFLX)	0.1	$2.2M	+28%	31k	71.40	View chart
Cardinal Health Stock (CAH)	0.1	$2.2M	+4%	9.3k	237.56	View chart
Eog Res Stock (EOG)	0.1	$2.1M	+28%	17k	129.73	View chart
Public Storage Reit (PSA)	0.1	$2.1M	+303%	6.7k	318.28	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.1	$2.1M	-4%	42k	50.57	View chart
Trane Technologies Stock (TT)	0.1	$2.1M	+17%	4.3k	491.12	View chart
Vanguard Value Etf Etf (VTV)	0.1	$2.1M	-4%	9.6k	217.91	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.1	$2.0M	+38%	46k	44.36	View chart
Cintas Corp Stock (CTAS)	0.1	$2.0M	+20%	12k	170.08	View chart
Fidelity Natl Finl Stock (FNF)	0.1	$2.0M	+42%	42k	47.16	View chart
Regions Financial Corp Stock (RF)	0.1	$1.9M	+8%	64k	30.20	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$1.9M	+6%	14k	137.52	View chart
Landstar Sys Stock (LSTR)	0.1	$1.9M	+3%	9.2k	206.79	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$1.9M	+6%	13k	148.28	View chart
Rockwell Automation Stock (ROK)	0.1	$1.9M	+49%	3.8k	495.08	View chart
Colgate Palmolive Stock (CL)	0.1	$1.9M	+70%	21k	91.68	View chart
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)	0.1	$1.9M	NEW	37k	50.39	View chart
Garmin Stock (GRMN)	0.1	$1.8M	+4%	7.8k	237.53	View chart
Tjx Cos Stock (TJX)	0.1	$1.8M	+70%	12k	151.49	View chart
New York Times Co Mtn Be Cl A Stock (NYT)	0.1	$1.8M	+3%	26k	69.98	View chart
Cf Industries Hold Stock (CF)	0.1	$1.8M	+4%	17k	108.26	View chart
Parker-hannifin Corp Stock (PH)	0.1	$1.8M	+73%	1.8k	978.12	View chart
Realty Income Corp Reit (O)	0.1	$1.8M	+11%	28k	61.96	View chart
Stryker Corporation Stock (SYK)	0.0	$1.7M	+39%	5.5k	314.84	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$1.7M	+779%	14k	119.52	View chart
Emerson Elec Stock (EMR)	0.0	$1.7M	+9%	12k	143.14	View chart
Voya Financial Stock (VOYA)	0.0	$1.7M	+5%	19k	90.53	View chart
Norfolk Southn Corp Stock (NSC)	0.0	$1.7M	+71%	5.3k	314.54	View chart
American Financial Group Stock (AFG)	0.0	$1.7M	+7%	12k	139.93	View chart
Vanguard Core Plus Bond Etf Etf (VPLS)	0.0	$1.6M	+5%	21k	77.58	View chart
At&t Stock (T)	0.0	$1.6M	+39%	79k	20.70	View chart
Cvs Health Corp Stock (CVS)	0.0	$1.6M	+34%	16k	103.45	View chart
Lam Research Corp Stock (LRCX)	0.0	$1.6M	+91%	3.7k	433.33	View chart
Air Products And Chemicals Stock (APD)	0.0	$1.6M	+52%	5.5k	293.15	View chart
S & T Bancorp Stock (STBA)	0.0	$1.6M	+2%	33k	49.08	View chart
Ishares U.s. Large Cap Premium Income Active Etf Etf (BALI)	0.0	$1.6M	-14%	47k	33.83	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$1.5M	NEW	25k	60.79	View chart
American Elec Pwr Stock (AEP)	0.0	$1.5M	+6%	11k	136.80	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.0	$1.5M	-3%	16k	93.92	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$1.5M	+38%	26k	56.98	View chart
Csx Corp Stock (CSX)	0.0	$1.5M	+2%	31k	47.53	View chart
Phillips 66 Stock (PSX)	0.0	$1.4M	+27%	8.4k	169.05	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.0	$1.4M	NEW	14k	100.67	View chart
Sei Invts Stock (SEIC)	0.0	$1.4M	+9%	16k	87.71	View chart
Aflac Stock (AFL)	0.0	$1.4M		12k	117.24	View chart
Gilead Sciences Stock (GILD)	0.0	$1.4M	+251%	11k	126.34	View chart
Krystal Biotech Stock (KRYS)	0.0	$1.4M	+29%	3.8k	371.67	View chart
State Street Spdr S&p 600 Small Cap Growth Etf Etf (SLYG)	0.0	$1.4M		11k	119.12	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$1.3M	+2%	4.5k	303.05	View chart
Dominion Energy Stock (D)	0.0	$1.3M	+43%	19k	68.29	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$1.3M	+9%	14k	90.49	View chart
Nxp Semiconductors N V Stock (NXPI)	0.0	$1.3M	+3%	4.5k	280.99	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$1.3M	+29%	15k	82.80	View chart
Ppg Inds Stock (PPG)	0.0	$1.2M	+47%	10k	121.29	View chart
Qnity Electronics Stock (Q)	0.0	$1.2M		7.6k	163.29	View chart
Disney Walt Stock (DIS)	0.0	$1.2M	+23%	12k	96.24	View chart
Boeing Stock (BA)	0.0	$1.2M	NEW	5.5k	216.47	View chart
Prudential Finl Stock (PRU)	0.0	$1.2M	+9%	11k	107.93	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$1.2M	+158%	20k	57.84	View chart
Janus Henderson Group Plc Ord Stock	0.0	$1.2M	-3%	22k	51.95	View chart
Blackrock Stock (BLK)	0.0	$1.2M	+46%	1.2k	961.56	View chart
Honeywell Intl Stock (HON)	0.0	$1.2M	NEW	5.2k	223.90	View chart
Terex Corp Stock (TEX)	0.0	$1.2M	-2%	16k	72.39	View chart
Honeywell Aerospace Stock (HONA)	0.0	$1.1M	NEW	5.1k	221.08	View chart
Kinder Morgan Inc Del Stock (KMI)	0.0	$1.1M	+190%	35k	31.97	View chart
Capital Group Short Duration Municipal Income Etf Etf (CGSM)	0.0	$1.1M	+15%	42k	26.39	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.0	$1.1M	+6%	5.8k	190.51	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.0	$1.1M	-4%	14k	81.06	View chart
Nike Inc Cl B Stock (NKE)	0.0	$1.1M	+16%	27k	41.05	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$1.1M	NEW	14k	79.42	View chart
S&p Global Stock (SPGI)	0.0	$1.1M	+31%	2.7k	407.14	View chart
Illinois Tool Wks Stock (ITW)	0.0	$1.1M	+93%	4.0k	270.47	View chart
Ishares Russell Top 200 Growth Etf Etf (IWY)	0.0	$1.1M	+10%	3.7k	290.62	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$1.1M		12k	87.88	View chart
Constellation Energy Corp Stock (CEG)	0.0	$1.1M	+38%	4.3k	248.33	View chart
Metlife Stock (MET)	0.0	$1.1M	+37%	13k	84.61	View chart
American Wtr Wks Stock (AWK)	0.0	$1.1M	+151%	8.1k	131.58	View chart
Dell Technologies Inc Cl C Stock (DELL)	0.0	$1.0M	NEW	2.4k	431.46	View chart
T-mobile Us Stock (TMUS)	0.0	$1.0M	+17%	6.2k	167.73	View chart
Hershey Stock (HSY)	0.0	$1.0M	+209%	5.9k	175.45	View chart
Corning Stock (GLW)	0.0	$997k	+62%	3.9k	255.38	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$993k	+131%	18k	56.16	View chart
Microchip Technology Stock (MCHP)	0.0	$989k		11k	91.20	View chart
Barrick Mng Corp Stock (B)	0.0	$987k	+2%	27k	36.73	View chart
Target Corp Stock (TGT)	0.0	$987k	+6%	7.6k	130.60	View chart
Yum Brands Stock (YUM)	0.0	$985k	+14%	6.2k	159.85	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$963k	+105%	5.5k	176.32	View chart
Citigroup Stock (C)	0.0	$957k	+51%	6.8k	139.96	View chart
Morgan Stanley Stock (MS)	0.0	$955k	+150%	4.6k	209.04	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$954k	+39%	7.7k	124.43	View chart
Zoetis Inc Cl A Stock (ZTS)	0.0	$949k	+15%	13k	71.86	View chart
Sempra Stock (SRE)	0.0	$942k	+122%	10k	92.70	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$937k	+45%	16k	57.62	View chart
Wec Energy Group Stock (WEC)	0.0	$928k	NEW	7.9k	116.76	View chart
Fedex Corp Stock (FDX)	0.0	$921k	+46%	2.9k	313.13	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$918k	+2%	2.5k	370.49	View chart
Ati Stock (ATI)	0.0	$901k	-5%	4.6k	197.10	View chart
Capital One Finl Corp Stock (COF)	0.0	$897k	+12%	4.5k	200.59	View chart
Northern Tr Corp Stock (NTRS)	0.0	$892k	NEW	5.1k	173.84	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	0.0	$884k		7.7k	114.18	View chart
Jones Lang Lasalle Stock (JLL)	0.0	$879k		2.8k	309.95	View chart
Public Svc Enterprise Group Stock (PEG)	0.0	$868k	+6%	11k	81.16	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$866k	+10%	7.0k	124.42	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$857k		2.3k	365.87	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.0	$848k	+16%	7.9k	107.49	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	0.0	$846k	+15%	9.5k	88.65	View chart
Entergy Corp Stock (ETR)	0.0	$842k	NEW	7.3k	114.86	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	0.0	$842k	-2%	8.5k	98.59	View chart
Ebay Stock (EBAY)	0.0	$838k	+4%	7.5k	111.75	View chart
Nrg Energy Stock (NRG)	0.0	$835k	+2%	5.7k	146.04	View chart
Paychex Stock (PAYX)	0.0	$831k	+141%	8.5k	98.33	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$830k	+37%	5.7k	146.11	View chart
Stanley Black & Decker Stock (SWK)	0.0	$827k	NEW	8.8k	94.12	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$824k	+13%	8.6k	95.43	View chart
Palo Alto Networks Stock (PANW)	0.0	$817k	+30%	2.4k	341.02	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$816k	+200%	1.6k	496.73	View chart
Astrazeneca Plc Ord Adr (AZN)	0.0	$814k	NEW	4.3k	189.62	View chart
Valley Natl Bancorp Stock (VLY)	0.0	$813k		56k	14.65	View chart
Intercontinental Exchange Stock (ICE)	0.0	$811k	+5%	6.6k	123.09	View chart
Kroger Stock (KR)	0.0	$811k		15k	55.53	View chart
Comfort Sys Usa Stock (FIX)	0.0	$807k	NEW	407.00	1981.95	View chart
3M Stock (MMM)	0.0	$797k	+29%	4.9k	161.91	View chart
Goldman Sachs Group Stock (GS)	0.0	$787k	+31%	778.00	1011.37	View chart
Applied Finance Valuation Large Cap Etf Etf (VSLU)	0.0	$782k	+6%	17k	46.25	View chart
Enterprise Prods Partners Stock (EPD)	0.0	$772k	+294%	21k	36.76	View chart
Clorox Co Del Stock (CLX)	0.0	$768k	NEW	8.0k	95.44	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.0	$763k	NEW	2.3k	334.82	View chart
Huntington Bancshares Stock (HBAN)	0.0	$763k	+113%	43k	17.73	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$758k	+18%	5.0k	151.33	View chart
Wells Fargo & Co Stock (WFC)	0.0	$753k	+37%	9.1k	82.63	View chart
Martin Marietta Matls Stock (MLM)	0.0	$753k	NEW	1.3k	576.70	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.0	$752k	NEW	1.1k	655.89	View chart
Starbucks Corp Stock (SBUX)	0.0	$747k	+13%	7.3k	102.19	View chart
Ppl Corp Stock (PPL)	0.0	$741k	+10%	20k	36.35	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$735k		6.3k	117.50	View chart
Dupont De Nemours Stock (DD)	0.0	$723k	NEW	5.3k	135.64	View chart
United Rentals Stock (URI)	0.0	$713k	+29%	629.00	1132.89	View chart
Vaneck Gold Miners Etf Etf (GDX)	0.0	$712k	+12%	9.4k	75.45	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.0	$703k		5.3k	132.23	View chart
Invesco Pa Value Mun Inc Tr Cef (VPV)	0.0	$696k	+26%	61k	11.32	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$683k	+269%	8.8k	77.53	View chart
BP Adr (BP)	0.0	$682k	+215%	18k	36.95	View chart
Salesforce Stock (CRM)	0.0	$679k	-25%	4.3k	156.64	View chart
Us Bancorp Stock (USB)	0.0	$659k	NEW	11k	60.40	View chart
Dimensional International Core Equity 2 Etf Etf (DFIC)	0.0	$648k		17k	37.26	View chart
Cme Group Stock (CME)	0.0	$644k	+91%	2.9k	220.83	View chart
Darden Restaurants Stock (DRI)	0.0	$640k	+48%	3.1k	205.96	View chart
Republic Svcs Stock (RSG)	0.0	$639k	+92%	3.0k	213.08	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$629k	+42%	316.00	1989.44	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$627k	+86%	3.8k	164.27	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$624k	NEW	648.00	963.64	View chart
Invesco Rafi Us 1000 Etf Etf (PRF)	0.0	$611k		11k	54.03	View chart
Williams Cos Stock (WMB)	0.0	$605k	+12%	8.1k	74.34	View chart
Howmet Aerospace Stock (HWM)	0.0	$605k	NEW	2.3k	268.78	View chart
Atmos Energy Corp Stock (ATO)	0.0	$605k	+22%	3.5k	172.27	View chart
Progressive Corp Stock (PGR)	0.0	$603k	NEW	2.8k	218.45	View chart
Enbridge Stock (ENB)	0.0	$601k	+40%	11k	54.21	View chart
Dow Hldgs Stock (DOW)	0.0	$592k	+72%	22k	27.36	View chart
Sherwin Williams Stock (SHW)	0.0	$591k	+165%	1.7k	344.21	View chart
Elevance Health Inc Formerly A Stock (ELV)	0.0	$590k	+13%	1.5k	386.73	View chart
Vistra Corp Stock (VST)	0.0	$583k	+26%	3.7k	158.63	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$580k	+4%	2.6k	227.00	View chart
Ishares Russell Top 200 Value Etf Etf (IWX)	0.0	$578k		5.5k	105.16	View chart
Arista Networks Stock (ANET)	0.0	$560k	+61%	3.3k	169.88	View chart
Sysco Corp Stock (SYY)	0.0	$559k	+4%	6.7k	83.58	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.0	$555k	+14%	2.3k	242.89	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.0	$544k	+82%	1.5k	365.69	View chart
Usa Compression Partners Lp Com Unit Ltdpar Stock (USAC)	0.0	$537k	+160%	20k	26.39	View chart
State Street Spdr Portfolio Mortgage Backed Bond Etf Etf (SPMB)	0.0	$534k	NEW	24k	22.31	View chart
Exelon Corp Stock (EXC)	0.0	$530k	+39%	11k	46.62	View chart
First Comwlth Finl Corp Pa Stock (FCF)	0.0	$529k	NEW	26k	20.33	View chart
Steel Dynamics Stock (STLD)	0.0	$526k	NEW	2.3k	229.46	View chart
Corteva Stock (CTVA)	0.0	$522k	+30%	6.2k	84.68	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.0	$521k	NEW	2.2k	242.42	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.0	$516k		10k	49.99	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$514k		2.3k	219.14	View chart
Firstenergy Corp Stock (FE)	0.0	$514k	+14%	11k	47.54	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$510k	+691%	6.3k	80.55	View chart
Federated Hermes Inc Cl B Stock (FHI)	0.0	$506k	NEW	9.2k	55.22	View chart
Ishares Esg Select Screened S&p 500 Etf Etf (XVV)	0.0	$504k	+2%	8.9k	56.79	View chart
M & T Bk Corp Stock (MTB)	0.0	$502k	+59%	2.1k	237.98	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.0	$501k		2.5k	199.81	View chart
Ishares Russell 1000 Etf Etf (IWB)	0.0	$501k	NEW	1.2k	409.50	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.0	$499k		6.1k	82.34	View chart
Newmont Corp Stock (NEM)	0.0	$499k	+17%	5.3k	93.40	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.0	$498k	NEW	3.3k	152.18	View chart
The Cigna Group Stock (CI)	0.0	$492k	+11%	1.8k	275.68	View chart
Intuitive Surgical Stock (ISRG)	0.0	$490k	+16%	1.2k	397.68	View chart
Tractor Supply Stock (TSCO)	0.0	$489k	+3%	16k	31.61	View chart
Broadridge Finl Solutions Stock (BR)	0.0	$485k	NEW	3.5k	136.95	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$479k		1.9k	252.10	View chart
Wheaton Precious Metals Corp Stock (WPM)	0.0	$479k	+8%	4.3k	112.32	View chart
Devon Energy Corp Stock (DVN)	0.0	$477k	+29%	12k	41.32	View chart
Western Digital Corp Stock (WDC)	0.0	$471k	NEW	738.00	638.72	View chart
Wabtec Stock (WAB)	0.0	$470k	+6%	1.7k	269.60	View chart
Travelers Companies Stock (TRV)	0.0	$468k	+44%	1.4k	330.12	View chart
Williams Sonoma Stock (WSM)	0.0	$463k		2.0k	233.10	View chart
Fortinet Stock (FTNT)	0.0	$457k	NEW	3.0k	153.62	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$457k	NEW	3.9k	116.67	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$456k	NEW	16k	29.43	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.0	$449k		8.8k	51.00	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$449k	+38%	2.2k	201.53	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.0	$448k	NEW	4.5k	100.35	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$438k	+16%	7.3k	59.69	View chart
Freeport Mcmoran Inc Cl B Stock (FCX)	0.0	$436k	+75%	6.9k	62.89	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$435k	NEW	8.2k	53.10	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$435k	+18%	18k	24.55	View chart
Autoliv Stock (ALV)	0.0	$434k		3.7k	116.17	View chart
National Fuel Gas Stock (NFG)	0.0	$432k	+24%	5.6k	77.21	View chart
Carrier Global Corporation Stock (CARR)	0.0	$426k	NEW	5.8k	73.35	View chart
MKS Stock (MKSI)	0.0	$423k	NEW	951.00	444.80	View chart
Range Res Corp Stock (RRC)	0.0	$423k		11k	37.19	View chart
Marvell Technology Stock (MRVL)	0.0	$420k	NEW	1.4k	297.89	View chart
Servicenow Stock (NOW)	0.0	$418k	+20%	4.2k	99.28	View chart
General Mills Stock (GIS)	0.0	$411k	+43%	12k	34.80	View chart
Danaher Corp Del Stock (DHR)	0.0	$404k	+58%	2.1k	190.48	View chart
Argan Stock (AGX)	0.0	$399k	NEW	500.00	798.55	View chart
F N B Corp Stock (FNB)	0.0	$398k	+61%	21k	19.08	View chart
Yieldmax Googl Option Income Strategy Etf Etf (GOOY)	0.0	$398k	NEW	30k	13.27	View chart
Sun Life Financial Stock (SLF)	0.0	$396k		5.1k	78.42	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$395k	+2%	3.8k	102.79	View chart
Ares Capital Corp Cef (ARCC)	0.0	$394k	NEW	21k	18.53	View chart
Ferrari N V Stock (RACE)	0.0	$390k	NEW	1.0k	372.29	View chart
Ishares S&p Small-cap 600 Value Etf Etf (IJS)	0.0	$386k		2.8k	136.68	View chart
Oneok Stock (OKE)	0.0	$385k	NEW	4.4k	86.94	View chart
Oshkosh Corp Stock (OSK)	0.0	$382k	+7%	2.5k	153.48	View chart
Ishares Core Msci Europe Etf Etf (IEUR)	0.0	$379k	NEW	5.0k	75.17	View chart
Vanguard Large-cap Etf Etf (VV)	0.0	$379k		1.1k	343.91	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$378k	NEW	7.5k	50.58	View chart
Raymond James Finl Stock (RJF)	0.0	$375k	+14%	2.5k	152.02	View chart
Hims & Hers Health Inc Com Cl A Stock (HIMS)	0.0	$370k	NEW	11k	34.67	View chart
Blackstone Stock (BX)	0.0	$369k	+32%	3.1k	117.66	View chart
Central Secs Corp Cef (CET)	0.0	$369k	+17%	7.0k	52.45	View chart
Diamondback Energy Stock (FANG)	0.0	$368k	NEW	2.1k	175.78	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$364k	NEW	11k	33.84	View chart
Edwards Lifesciences Corp Stock	0.0	$360k	NEW	4.0k	90.46	View chart
Dte Energy Stock (DTE)	0.0	$360k		2.4k	152.37	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.0	$359k	+9%	2.4k	147.73	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.0	$355k	-78%	14k	26.18	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$355k	+27%	1.6k	219.40	View chart
Umb Finl Corp Stock (UMBF)	0.0	$347k	NEW	2.4k	142.76	View chart
Consolidated Edison Stock (ED)	0.0	$344k	+4%	3.1k	110.61	View chart
L3harris Technologies Stock (LHX)	0.0	$343k	+5%	1.2k	290.48	View chart
Diageo Adr (DEO)	0.0	$337k	NEW	4.2k	80.38	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$336k	NEW	3.6k	92.27	View chart
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)	0.0	$333k	+18%	1.9k	178.60	View chart
Omnicom Group Stock (OMC)	0.0	$333k	+65%	4.6k	72.83	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.0	$331k	NEW	970.00	341.23	View chart
Global X Defense Tech Etf Etf (SHLD)	0.0	$329k	NEW	5.5k	59.71	View chart
Carpenter Technology Corp Stock (CRS)	0.0	$324k	+3%	525.00	616.63	View chart
Mplx Lp Com Unit Rep Stock (MPLX)	0.0	$323k	NEW	5.7k	56.33	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.0	$306k	+15%	4.5k	67.58	View chart
Quanta Svcs Stock (PWR)	0.0	$302k	NEW	420.00	720.04	View chart
Novartis Adr (NVS)	0.0	$302k	NEW	1.9k	156.72	View chart
Nordson Corp Stock (NDSN)	0.0	$300k	NEW	995.00	301.69	View chart
Berkley W R Corp Stock (WRB)	0.0	$295k	NEW	4.2k	70.53	View chart
General Mtrs Stock (GM)	0.0	$292k	NEW	3.8k	77.08	View chart
Occidental Pete Corp Stock (OXY)	0.0	$291k	NEW	6.0k	48.56	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$289k	NEW	3.5k	82.62	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.0	$287k	+13%	2.6k	110.32	View chart
Davis Select Worldwide Etf Etf (DWLD)	0.0	$286k		6.2k	46.24	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$284k	NEW	2.8k	103.05	View chart
T. Rowe Price Capital Appreciation Equity Etf Etf (TCAF)	0.0	$283k		6.9k	41.10	View chart
Graco Stock (GGG)	0.0	$283k	NEW	3.7k	75.59	View chart
Ecolab Stock (ECL)	0.0	$283k	NEW	1.0k	278.61	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$282k		3.4k	83.07	View chart
Xcel Energy Stock (XEL)	0.0	$281k	+12%	3.5k	80.30	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$281k	+15%	3.4k	83.75	View chart
Ishares Select Dividend Etf Etf (DVY)	0.0	$278k		1.8k	156.23	View chart
Yum China Hldgs Stock (YUMC)	0.0	$272k	+15%	6.7k	40.87	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$267k	NEW	5.1k	52.76	View chart
Airbnb Inc Com Cl A Stock (ABNB)	0.0	$265k	NEW	1.9k	143.10	View chart
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY)	0.0	$265k		377.00	703.34	View chart
Cencora Stock (COR)	0.0	$261k	+41%	922.00	282.98	View chart
Elanco Animal Health Stock (ELAN)	0.0	$260k	NEW	11k	24.61	View chart
Aptus Collared Investment Opportunity Etf Etf (ACIO)	0.0	$258k		5.6k	46.14	View chart
Capital Group U.s. Large Value Etf Etf (CGVV)	0.0	$257k		8.3k	30.90	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$257k	NEW	8.1k	31.71	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$255k	NEW	9.6k	26.66	View chart
Viatris Stock (VTRS)	0.0	$254k	NEW	16k	15.88	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.0	$253k		2.2k	117.28	View chart
Quest Diagnostics Stock (DGX)	0.0	$252k	NEW	1.2k	211.95	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$251k	-31%	633.00	396.44	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$250k	NEW	7.3k	34.00	View chart
Enpro Stock (NPO)	0.0	$249k	NEW	661.00	376.93	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$249k	NEW	6.9k	36.13	View chart
Keysight Technologies Stock (KEYS)	0.0	$243k	NEW	695.00	350.07	View chart
Strive 500 Etf Etf (STXF)	0.0	$242k	-8%	5.0k	48.30	View chart
Synopsys Stock (SNPS)	0.0	$238k	NEW	533.00	446.07	View chart
Cheniere Energy Stock (LNG)	0.0	$236k	NEW	988.00	239.01	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$236k	NEW	2.7k	87.90	View chart
Ishares Esg Msci Usa Leaders Etf Etf (SUSL)	0.0	$233k	NEW	1.8k	132.76	View chart
Caci Intl Inc Cl A Stock (CACI)	0.0	$233k	NEW	502.00	463.26	View chart
Dover Corp Stock (DOV)	0.0	$230k	NEW	1.0k	224.28	View chart
State Street Spdr S&p Aerospace & Defense Etf Etf (XAR)	0.0	$227k	NEW	800.00	283.79	View chart
Masco Corp Stock (MAS)	0.0	$227k	NEW	2.8k	81.34	View chart
Manulife Finl Corp Stock (MFC)	0.0	$227k	NEW	5.6k	40.51	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$226k	NEW	4.2k	53.61	View chart
Definium Therapeutics Stock (DFTX)	0.0	$226k	NEW	4.8k	47.04	View chart
Fedex Fght Hldg Stock (FDXF)	0.0	$221k	NEW	1.5k	151.00	View chart
Prologis Reit (PLD)	0.0	$220k	NEW	1.6k	135.47	View chart
Medtronic Stock (MDT)	0.0	$218k	NEW	2.8k	78.23	View chart
Oreilly Automotive Stock (ORLY)	0.0	$217k	NEW	2.4k	92.09	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA)	0.0	$216k	NEW	9.7k	22.26	View chart
Welltower Reit (WELL)	0.0	$216k	NEW	950.00	226.97	View chart
Blackrock Cap Allocation Term Cef (BCAT)	0.0	$213k	NEW	13k	15.93	View chart
Adams Diversified Equity Cef (ADX)	0.0	$213k	NEW	8.3k	25.55	View chart
Ishares Msci Global Metals & Mining Producers Etf Etf (PICK)	0.0	$213k	NEW	3.7k	58.15	View chart
T. Rowe Price Small-mid Cap Etf Etf (TMSL)	0.0	$212k	NEW	4.8k	43.85	View chart
Celestica Stock (CLS)	0.0	$210k	NEW	576.00	364.80	View chart
Pinnacle Finl Partners Stock (PNFP)	0.0	$210k	NEW	2.1k	100.88	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$210k	NEW	1.2k	177.47	View chart
Flex Ltd Ord Stock (FLEX)	0.0	$209k	NEW	1.3k	162.07	View chart
Cadence Design System Stock (CDNS)	0.0	$209k	NEW	557.00	375.32	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.0	$209k	-8%	5.7k	36.53	View chart
Ford Mtr Stock (F)	0.0	$208k	NEW	15k	13.90	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$205k	NEW	3.2k	64.00	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$204k	NEW	890.00	229.57	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.0	$204k	NEW	1.2k	170.86	View chart
GSK Adr (GSK)	0.0	$204k	NEW	3.9k	52.42	View chart
Timken Stock (TKR)	0.0	$203k	NEW	1.4k	145.32	View chart
Eaton Vance Tax-managed Divers Cef (ETY)	0.0	$201k	-3%	14k	14.54	View chart
Halliburton Stock (HAL)	0.0	$201k	+4%	5.9k	33.95	View chart
Martin Midstream Prtnrs L P Unit L P Int Stock (MMLP)	0.0	$84k	+11%	36k	2.31	View chart
Bny Mellon Strategic Muns Cef (LEO)	0.0	$81k		13k	6.46	View chart
Energy Vault Holdings Stock (NRGV)	0.0	$63k		13k	4.71	View chart
Vuzix Corp Stock (VUZI)	0.0	$32k	NEW	11k	2.90	View chart
Granite Pt Mtg Tr Inc Com Stk Reit (GPMT)	0.0	$31k	NEW	21k	1.50	View chart
Coherus Oncology Stock (CHRS)	0.0	$28k	NEW	20k	1.40	View chart
Vistagen Therapeutics Stock (VTGN)	0.0	$7.4k	NEW	33k	0.23	View chart

Past Filings by Confluence Wealth Services

SEC 13F filings are viewable for Confluence Wealth Services going back to 2021

Confluence Wealth Services 2026 Q2 filed July 22, 2026
Confluence Wealth Services 2026 Q1 filed May 7, 2026
Confluence Wealth Services 2025 Q4 filed Jan. 28, 2026
Confluence Wealth Services 2025 Q3 filed Oct. 28, 2025
Confluence Wealth Services 2025 Q2 filed July 22, 2025
Confluence Wealth Services 2025 Q1 filed April 24, 2025
Confluence Wealth Services 2024 Q4 filed Jan. 27, 2025
Confluence Wealth Services 2024 Q3 filed Oct. 29, 2024
Confluence Wealth Services 2024 Q2 filed July 31, 2024
Confluence Wealth Services 2024 Q1 filed April 22, 2024
Confluence Wealth Services 2023 Q4 filed Jan. 25, 2024
Confluence Wealth Services 2023 Q3 filed Nov. 1, 2023
Confluence Wealth Services 2023 Q2 filed Aug. 1, 2023
Confluence Wealth Services 2023 Q1 filed May 12, 2023
Confluence Wealth Services 2022 Q4 filed Feb. 10, 2023
Confluence Wealth Services 2022 Q3 filed Nov. 8, 2022

View all past filings

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