CONFLUENCE WEALTH SERVICES, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 215K | $3.69M |
 | AAPL | 178K | $45.36M |
 | NVDA | 109K | $20.39M |
 | XOM | 109K | $12.25M |
 | PFE | 85K | $2.18M |
 | CSCO | 84K | $5.75M |
 | WMT | 75K | $7.74M |
 | T | 63K | $1.78M |
 | MSFT | 62K | $31.94M |
 | RF | 60K | $1.58M |
 | VZ | 56K | $2.47M |
 | VLY | 55K | $584.85K |
 | JPM | 50K | $15.70M |
 | MO | 49K | $3.26M |
 | PG | 49K | $7.47M |
 | DVN | 47K | $1.66M |
 | AVGO | 44K | $14.61M |
 | MRK | 43K | $3.62M |
 | CVX | 42K | $6.60M |
 | JNJ | 40K | $7.48M |
Energy Transfer LP
ET
Shares Held
215K
Value
$3.69M
Apple Inc.
AAPL
Shares Held
178K
Value
$45.36M
NVIDIA Corporation
NVDA
Shares Held
109K
Value
$20.39M
Exxon Mobil Corporation
XOM
Shares Held
109K
Value
$12.25M
Pfizer Inc.
PFE
Shares Held
85K
Value
$2.18M
Cisco Systems, Inc.
CSCO
Shares Held
84K
Value
$5.75M
Walmart Inc.
WMT
Shares Held
75K
Value
$7.74M
AT&T Inc.
T
Shares Held
63K
Value
$1.78M
Microsoft Corporation
MSFT
Shares Held
62K
Value
$31.94M
Regions Financial Corporation
RF
Shares Held
60K
Value
$1.58M
Verizon Communications Inc.
VZ
Shares Held
56K
Value
$2.47M
Valley National Bancorp
VLY
Shares Held
55K
Value
$584.85K
JPMorgan Chase & Co.
JPM
Shares Held
50K
Value
$15.70M
Altria Group, Inc.
MO
Shares Held
49K
Value
$3.26M
The Procter & Gamble Company
PG
Shares Held
49K
Value
$7.47M
Devon Energy Corporation
DVN
Shares Held
47K
Value
$1.66M
Broadcom Inc.
AVGO
Shares Held
44K
Value
$14.61M
Merck & Co., Inc.
MRK
Shares Held
43K
Value
$3.62M
Chevron Corporation
CVX
Shares Held
42K
Value
$6.60M
Johnson & Johnson
JNJ
Shares Held
40K
Value
$7.48M