Stock Taper

CONFLUENCE WEALTH MANAGEMENT LLC

Latest 13F filing data - Q3 2020

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
U.S. BancorpUSB45.16K$2.5M
Intel Corp.INTC23.15K$1.19M
Starbucks CorporationSBUX20.88K$1.85M
Apple Inc.AAPL19.03K$4.26M
Intercontinental Exchange, Inc.ICE18.66K$1.72M
NIKE, Inc.NKE18.6K$1.75M
Microsoft CorporationMSFT17.77K$2.47M
Pfizer Inc.PFE16.23K$583K
JPMorgan Chase & Co.JPM14.73K$1.73M
Sysco CorporationSYY13.98K$1.11M
Fiserv, Inc.FISV13.45K$1.39M
Valero Energy CorporationVLO12.33K$1.05M
Cisco Systems, Inc.CSCO11.01K$544K
The Charles Schwab CorporationSCHW9.85K$412K
Meta Platforms, Inc.META9.18K$1.63M
Extra Space Storage Inc.EXR9.1K$1.06M
Verizon Communications Inc.VZ8.82K$532K
AT&T Inc.T8.42K$319K
The Southern CompanySO8.29K$512K
Ross Stores, Inc.ROST7.89K$867K