Stock Taper

CONFLUENCE WEALTH SERVICES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Wells Fargo & CompanyWFC9.12K$753.28K
Federated Hermes, Inc.FHI9.16K$505.87K
Landstar System, Inc.LSTR9.25K$1.91M
Cardinal Health, Inc.CAH9.26K$2.2M
Caterpillar Inc.CAT9.42K$10.03M
Valero Energy CorporationVLO9.56K$2.49M
Warner Bros. Discovery, Inc.WBD9.57K$255.06K
Plains All American Pipeline, L.P.PAA9.69K$215.79K
The Allstate CorporationALL9.85K$2.34M
SempraSRE10.16K$941.69K
Lowe's Companies, Inc.LOW10.22K$2.25M
PPG Industries, Inc.PPG10.3K$1.25M
Elanco Animal Health IncorporatedELAN10.55K$259.71K
Hims & Hers Health, Inc.HIMS10.68K$370.17K
Public Service Enterprise Group IncorporatedPEG10.7K$868.29K
FirstEnergy Corp.FE10.8K$513.66K
Waste Management, Inc.WM10.83K$2.41M
DICK'S Sporting Goods, Inc.DKS10.83K$2.46M
Microchip Technology IncorporatedMCHP10.85K$989.43K
Prudential Financial, Inc.PRU10.86K$1.17M