Stock Taper 
CONFLUENCE WEALTH SERVICES, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Energy Transfer LP | ET | 253.94K | $4.86M |
 Apple Inc. | AAPL | 253.92K | $73.47M |
 NVIDIA Corporation | NVDA | 214.54K | $42.93M |
 Walmart Inc. | WMT | 114.71K | $12.99M |
 Cisco Systems, Inc. | CSCO | 110.52K | $12.98M |
 Pfizer Inc. | PFE | 96.43K | $2.32M |
 Microsoft Corporation | MSFT | 84.27K | $31.43M |
 Chevron Corporation | CVX | 80.67K | $13.37M |
 AT&T Inc. | T | 78.82K | $1.63M |
 Regions Financial Corporation | RF | 64.39K | $1.94M |
 The Procter & Gamble Company | PG | 63.83K | $9.36M |
 JPMorgan Chase & Co. | JPM | 62.63K | $20.5M |
 Verizon Communications Inc. | VZ | 58.8K | $2.49M |
 Alphabet Inc. | GOOGL | 58.62K | $20.95M |
 Fastenal Company | FAST | 57.35K | $2.75M |
 Altria Group, Inc. | MO | 57.02K | $4.1M |
 NextEra Energy, Inc. | NEE | 56.64K | $4.97M |
 Valley National Bancorp | VLY | 55.46K | $812.55K |
 Broadcom Inc. | AVGO | 51.86K | $19.59M |
 Merck & Co., Inc. | MRK | 49.53K | $6.37M |