13F Filings History of Confluence Wealth Services, Inc.

Latest 13F report
Q3 2025 - 28 Oct 2025
Value $
$2.03B
Signature - Title
Kathleen Thornhill - Chief Compliance Officer
Location
Mcmurray, PA
Summary
This page shows a list of all the recent 13F filings made by Confluence Wealth Services, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Confluence Wealth Services, Inc. reported 368 stock holdings with total value $2.03B as of Q3 2025. Top holdings included CGDV, VIG, IWF, JEPI, and VYMI.

Notify me when Confluence Wealth Services, Inc. files a new 13F portfolio report.

⭐ Subscribe ⭐
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 368 $2.03B +$88.7M -$11.6M +$77.1M CGDV, VIG, IWF, JEPI, VYMI 13F-HR 28 Oct 2025, 15:47
Q2 2025 359 $1.83B +$78M -$9.49M +$68.5M CGDV, VIG, IWF, JEPI, VYMI 13F-HR 22 Jul 2025, 12:49
Q1 2025 335 $1.59B +$174M -$16.8M +$157M CGDV, VIG, JEPI, IWF, VYMI 13F-HR 24 Apr 2025, 16:23
Q4 2024 333 $1.53B +$180M -$32M +$148M CGDV, VIG, IWF, JEPI, VYMI 13F-HR 27 Jan 2025, 11:59
Q3 2024 337 $1.37B +$108M -$71.3M +$37.1M CGDV, VIG, IWF, JEPI, VYMI 13F-HR 29 Oct 2024, 17:12
Q2 2024 360 $1.25B +$134M -$4.94M +$129M CGDV, VIG, IWF, JEPI, VYMI 13F-HR 31 Jul 2024, 15:13
Q1 2024 339 $1.12B +$157M -$14.8M +$143M CGDV, VIG, IWF, JEPI, VYMI 13F-HR 22 Apr 2024, 12:32
Q4 2023 290 $912M +$368M -$10.6M +$357M CGDV, VIG, IWF, JEPI, VYMI 13F-HR 25 Jan 2024, 11:43
Q3 2023 261 $507M +$59.2M -$6.46M +$52.8M CGDV, VIG, AAPL, VYMI, JEPI 13F-HR 01 Nov 2023, 15:11
Q2 2023 260 $469M +$21.3M -$4.28M +$17.1M CGDV, AAPL, VIG, JEPI, VYMI 13F-HR 01 Aug 2023, 14:44
Q1 2023 259 $429M +$36.4M -$9.68M +$26.7M CGDV, AAPL, VIG, JEPI, VYMI 13F-HR 11 May 2023, 17:31
Q4 2022 233 $385M +$132M -$7.85M +$125M CGDV, VIG, AAPL, JEPI, VYMI 13F-HR 10 Feb 2023, 10:22
Q3 2022 225 $236M +$82.5M -$41.1M +$41.3M AAPL, MSFT, CGDV, VYMI, JNJ 13F-HR 08 Nov 2022, 16:49
Q2 2022 268 $197M +$33.4M -$76.3M -$42.9M XOM, PG, ABBV, MCD, WMT 13F-HR 15 Aug 2022, 17:45
Q1 2022 251 $277M +$16M -$43.6M -$27.6M AAPL, MSFT, JNJ, JPM, PEP 13F-HR 26 Apr 2022, 14:14
Q4 2021 1,225 $310M $0 $0 AAPL, MSFT, JNJ, JPM, PNC 13F-HR 10 Feb 2022, 13:49