CONFLUENCE WEALTH SERVICES, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 218K | $4.21M |
 | XOM | 184K | $31.28M |
 | AAPL | 167K | $42.34M |
 | NVDA | 119K | $20.68M |
 | CSCO | 94K | $7.27M |
 | WMT | 88K | $10.92M |
 | PFE | 77K | $2.16M |
 | MSFT | 64K | $23.78M |
 | RF | 59K | $1.55M |
 | T | 57K | $1.64M |
 | VLY | 55K | $677.54K |
 | JPM | 49K | $14.40M |
 | NEE | 49K | $4.52M |
 | VZ | 48K | $2.43M |
 | MO | 47K | $3.11M |
 | GOOGL | 44K | $12.73M |
 | MRK | 44K | $5.32M |
 | AVGO | 44K | $13.61M |
 | JNJ | 42K | $10.29M |
 | PG | 41K | $5.92M |
Energy Transfer LP
ET
Shares Held
218K
Value
$4.21M
Exxon Mobil Corporation
XOM
Shares Held
184K
Value
$31.28M
Apple Inc.
AAPL
Shares Held
167K
Value
$42.34M
NVIDIA Corporation
NVDA
Shares Held
119K
Value
$20.68M
Cisco Systems, Inc.
CSCO
Shares Held
94K
Value
$7.27M
Walmart Inc.
WMT
Shares Held
88K
Value
$10.92M
Pfizer Inc.
PFE
Shares Held
77K
Value
$2.16M
Microsoft Corporation
MSFT
Shares Held
64K
Value
$23.78M
Regions Financial Corporation
RF
Shares Held
59K
Value
$1.55M
AT&T Inc.
T
Shares Held
57K
Value
$1.64M
Valley National Bancorp
VLY
Shares Held
55K
Value
$677.54K
JPMorgan Chase & Co.
JPM
Shares Held
49K
Value
$14.40M
NextEra Energy, Inc.
NEE
Shares Held
49K
Value
$4.52M
Verizon Communications Inc.
VZ
Shares Held
48K
Value
$2.43M
Altria Group, Inc.
MO
Shares Held
47K
Value
$3.11M
Alphabet Inc.
GOOGL
Shares Held
44K
Value
$12.73M
Merck & Co., Inc.
MRK
Shares Held
44K
Value
$5.32M
Broadcom Inc.
AVGO
Shares Held
44K
Value
$13.61M
Johnson & Johnson
JNJ
Shares Held
42K
Value
$10.29M
The Procter & Gamble Company
PG
Shares Held
41K
Value
$5.92M