Stock Taper

CONFLUENCE WEALTH SERVICES, INC.

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ConocoPhillipsCOP37.59K$3.91M
AbbVie Inc.ABBV38.85K$9.78M
PepsiCo, Inc.PEP39.59K$5.36M
Fidelity National Financial, Inc.FNF41.59K$1.96M
Huntington Bancshares IncorporatedHBAN43.02K$762.71K
The Coca-Cola CompanyKO44.13K$3.59M
Abbott LaboratoriesABT44.42K$4.03M
Amazon.com, Inc.AMZN47.28K$11.27M
Johnson & JohnsonJNJ49.35K$12.53M
Merck & Co., Inc.MRK49.53K$6.37M
Broadcom Inc.AVGO51.86K$19.59M
Valley National BancorpVLY55.46K$812.55K
NextEra Energy, Inc.NEE56.64K$4.97M
Altria Group, Inc.MO57.02K$4.1M
Fastenal CompanyFAST57.35K$2.75M
Alphabet Inc.GOOGL58.62K$20.95M
Verizon Communications Inc.VZ58.8K$2.49M
JPMorgan Chase & Co.JPM62.63K$20.5M
The Procter & Gamble CompanyPG63.83K$9.36M
Regions Financial CorporationRF64.39K$1.94M