Stock Taper 
CONFLUENCE WEALTH MANAGEMENT LLC
Latest 13F filing data - Q3 2020
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Accenture plc | ACN | 4.92K | $947K |
 Constellation Brands, Inc. | STZ | 4.7K | $975K |
 The Procter & Gamble Company | PG | 4.67K | $581K |
 American Tower Corporation | AMT | 4.64K | $1.02M |
 Exxon Mobil Corporation | XOM | 4.29K | $303K |
 Aon plc | AON | 4.05K | $784K |
 Dominion Energy, Inc. | D | 4.05K | $328K |
 The Coca-Cola Company | KO | 4.04K | $220K |
 PepsiCo, Inc. | PEP | 4.01K | $550K |
 Waste Management, Inc. | WM | 3.94K | $454K |
 Honeywell International Inc. | HON | 3.9K | $659K |
 Eli Lilly and Company | LLY | 3.65K | $409K |
 Adobe Inc. | ADBE | 3.63K | $1M |
 Northrop Grumman Corporation | NOC | 3.46K | $1.3M |
 The Scotts Miracle-Gro Company | SMG | 3.4K | $347K |
 Intuitive Surgical, Inc. | ISRG | 3.4K | $1.83M |
 The Clorox Company | CLX | 3.39K | $515K |
 UnitedHealth Group Incorporated | UNH | 3.26K | $709K |
 Mastercard Incorporated | MA | 3.18K | $865K |
 The Walt Disney Company | DIS | 3.1K | $404K |