Confluence Wealth Services, Inc. Portfolio Holdings
Confluence Wealth Services, Inc.
- $1.31 Billion
- Q3 2024
Confluence Wealth Services, Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.31 Billion distributed in 337 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $157M, Vanguard Dividend Appreciation with a value of $99.8M, Ishares Russell 1000 Gr ETF with a value of $95.6M, J P Morgan Exchange Traded Fd with a value of $84.3M, and Vanguard Whitehall Fds Intl Hi with a value of $68M.
Examining the 13F form we can see an increase of $92M in the current position value, from $1.21B to 1.31B.
Confluence Wealth Services, Inc. is based out at Mcmurray, PA
Below you can find more details about Confluence Wealth Services, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 337
- Current Value $1.31 Billion
- Prior Value $1.21 Billion
- Filing
- Period Q3 2024
- Filing Date October 29, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 20 stocks
- Additional Purchases 121 stocks
- Sold out of 0 stocks
- Reduced holdings in 172 stocks