Confluence-Wealth-Services

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-24
Total Holdings
334
Total Value
1585252783
Accession Number
0001910411-25-000002
Form Type
13F-HR
Manager Name
Confluence-Wealth-Services
Data Enrichment
84% identified
280 identified54 unidentified

Holdings

334 positions
Manager:
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Page 13 of 17
464287408
Shares:2.6K
Value:$458.5K
MICROCHIP TECHNOLOGY INC
Shares:10.8K
Value:$451.6K
921910733
Shares:4.7K
Value:$445.4K
NetApp, Inc.
Shares:5.2K
Value:$444.9K
46137V613
Shares:11.3K
Value:$432.6K
ENBRIDGE INC
Shares:9.4K
Value:$429.1K
WILLIAMS COMPANIES, INC.
Shares:7.2K
Value:$419.8K
DANAHER CORP /DE/
Shares:2.1K
Value:$416.4K
Shares:3.1K
Value:$416.4K
67092P300
Shares:10.7K
Value:$411.7K
Duolingo, Inc.
Shares:1.1K
Value:$410.0K
921932703
Shares:2.4K
Value:$409.1K
92189F106
Shares:8.4K
Value:$408.5K
46432F834
Shares:5.8K
Value:$407.4K
46436E569
Shares:9.9K
Value:$407.0K
SYSCO CORP
Shares:5.6K
Value:$406.9K
EXELON CORP
Shares:8.7K
Value:$405.7K
MARRIOTT INTERNATIONAL INC /MD/
Shares:1.8K
Value:$405.4K
FIRSTENERGY CORP
Shares:9.5K
Value:$403.4K
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:2.5K
Value:$396.1K