Confluence Wealth Services, Inc. - Q4 2015 holdings

 Value Shares↓ Weighting
No holdings reported for quarter Q4 2015
Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
ISHARES TR RUS 1000 GRW ETF11Q2 20247.0%
ISHARES TR CORE DIV GRWTH11Q2 20243.3%
EXXON MOBIL CORPORATION11Q2 20241.9%
PROCTER AND GAMBLE COMPANY11Q2 20241.7%
ISHARES TR MSCI EMG MKT ETF11Q2 20241.4%
WALMART INCORPORATED11Q2 20241.6%
MERCK & COMPANY INCORPORATED11Q2 20241.5%
CISCO SYSTEMS INCORPORATED11Q2 20241.3%
VISA INCORPORATED COM CLASS A11Q2 20241.3%
ALPHABET INCORPORATED CAP STK CLASS A11Q2 20241.4%

View Confluence Wealth Services, Inc.'s complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-02
13F-HR2024-07-31
13F-HR2024-04-22
13F-HR2024-01-25
13F-HR2023-11-01
13F-HR2023-08-01
13F-HR2023-05-12
13F-HR2023-02-10
13F-HR2022-11-08
13F-HR2022-08-15

View Confluence Wealth Services, Inc.'s complete filings history.

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