CONFLUENCE WEALTH SERVICES, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 216K | $3.57M |
 | AAPL | 167K | $45.48M |
 | XOM | 104K | $12.52M |
 | NVDA | 103K | $19.29M |
 | CSCO | 82K | $6.30M |
 | WMT | 72K | $8.05M |
 | PFE | 63K | $1.57M |
 | RF | 59K | $1.61M |
 | MSFT | 59K | $28.42M |
 | VLY | 55K | $644.43K |
 | T | 54K | $1.33M |
 | VZ | 48K | $1.96M |
 | MO | 48K | $2.75M |
 | JPM | 46K | $14.89M |
 | MRK | 43K | $4.55M |
 | AVGO | 43K | $14.90M |
 | NEE | 41K | $3.26M |
 | CVX | 40K | $6.16M |
 | JNJ | 39K | $8.02M |
 | FAST | 38K | $1.54M |
Energy Transfer LP
ET
Shares Held
216K
Value
$3.57M
Apple Inc.
AAPL
Shares Held
167K
Value
$45.48M
Exxon Mobil Corporation
XOM
Shares Held
104K
Value
$12.52M
NVIDIA Corporation
NVDA
Shares Held
103K
Value
$19.29M
Cisco Systems, Inc.
CSCO
Shares Held
82K
Value
$6.30M
Walmart Inc.
WMT
Shares Held
72K
Value
$8.05M
Pfizer Inc.
PFE
Shares Held
63K
Value
$1.57M
Regions Financial Corporation
RF
Shares Held
59K
Value
$1.61M
Microsoft Corporation
MSFT
Shares Held
59K
Value
$28.42M
Valley National Bancorp
VLY
Shares Held
55K
Value
$644.43K
AT&T Inc.
T
Shares Held
54K
Value
$1.33M
Verizon Communications Inc.
VZ
Shares Held
48K
Value
$1.96M
Altria Group, Inc.
MO
Shares Held
48K
Value
$2.75M
JPMorgan Chase & Co.
JPM
Shares Held
46K
Value
$14.89M
Merck & Co., Inc.
MRK
Shares Held
43K
Value
$4.55M
Broadcom Inc.
AVGO
Shares Held
43K
Value
$14.90M
NextEra Energy, Inc.
NEE
Shares Held
41K
Value
$3.26M
Chevron Corporation
CVX
Shares Held
40K
Value
$6.16M
Johnson & Johnson
JNJ
Shares Held
39K
Value
$8.02M
Fastenal Company
FAST
Shares Held
38K
Value
$1.54M