Confluence Wealth Services, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1910411
Institutional-grade research for retail investors
13F Reported Value
ⓘ$2.6B
Holdings
365
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Confluence Wealth Services, Inc. disclosed 365 positions worth $2.6B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 8 new positions and exited 14 — including a new stake in $LHX and a full exit from $SLV. The portfolio is most concentrated in Other (78.8% of disclosed assets). All figures are sourced directly from Confluence Wealth Services, Inc.’s Form 13F-HR filing with the SEC under CIK 1910411.
AI Fund Analysis
StableCAPITAL GROUP DIVID VALUE
10.0% weight
Held 9 quarters
VANGUARD DIVIDEND APPRECIA
6.8% weight
Held 9 quarters
ISHARES TR RUS 1000 GRW ET
5.3% weight
Held 9 quarters
JPMORGAN EQUITY PREMIUM IN
5.2% weight
Held 9 quarters
VANGUARD INTERNATIONAL HIG
5.0% weight
Held 9 quarters
CAPITAL GROUP DIVID VALUE
8 quarters accumulating
VANGUARD DIVIDEND APPRECIA
8 quarters accumulating
JPMORGAN EQUITY PREMIUM IN
8 quarters accumulating
VANGUARD INTERNATIONAL HIG
8 quarters accumulating
DIMENSIONAL INTERNATIONAL
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsEnergyHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT
—Quality
$257.1M6,043,904 shVANGUARD DIVIDEND APPRECIATION ETF
—Quality
$175.7M816,946 shISHARES TR RUS 1000 GRW ETF
—Quality
$135.5M317,725 shJPMORGAN EQUITY PREMIUM INCOME ETF
—Quality
$133.6M2,356,270 shVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
—Quality
$127.9M1,357,180 shDIMENSIONAL INTERNATIONAL VALUE ETF
—Quality
$93.9M1,779,613 shJPMORGAN CORE PLUS BOND ETF
—Quality
$86.2M1,830,246 shPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND
—Quality
$78.2M2,985,269 shDIMENSIONAL U.S. SMALL CAP ETF
—Quality
$74.2M1,043,799 shCAPITAL GROUP DIVID GROWERS ETF
—Quality
$73.8M2,056,892 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | — | $257.1M | 6,043,904 |
| VANGUARD DIVIDEND APPRECIATION ETF | — | $175.7M | 816,946 |
| ISHARES TR RUS 1000 GRW ETF | — | $135.5M | 317,725 |
| JPMORGAN EQUITY PREMIUM INCOME ETF | — | $133.6M | 2,356,270 |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | — | $127.9M | 1,357,180 |
| DIMENSIONAL INTERNATIONAL VALUE ETF | — | $93.9M | 1,779,613 |
| JPMORGAN CORE PLUS BOND ETF | — | $86.2M | 1,830,246 |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | — | $78.2M | 2,985,269 |
| DIMENSIONAL U.S. SMALL CAP ETF | — | $74.2M | 1,043,799 |
| CAPITAL GROUP DIVID GROWERS ETF | — | $73.8M | 2,056,892 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Confluence Wealth Services, Inc.'s 365 positions.
Showing top 10 of 365 holdings.
Sector Allocation
Other
$2.0B
Technology
$179.6M
Financials
$86.2M
Energy
$64.2M
Healthcare
$49.8M
Consumer Discretionary
$48.6M
Industrials
$45.7M
Consumer Staples
$27.9M
Full Holdings — Confluence Wealth Services, Inc. (Q1 2026)
All 365 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | $257.1M | 10.0% | +4% | — |
| 2 | — | VANGUARD DIVIDEND APPRECIATION ETF | $175.7M | 6.8% | +6% | — |
| 3 | — | ISHARES TR RUS 1000 GRW ETF | $135.5M | 5.3% | +5% | — |
| 4 | — | JPMORGAN EQUITY PREMIUM INCOME ETF | $133.6M | 5.2% | +11% | — |
| 5 | — | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $127.9M | 5.0% | +2% | — |
| 6 | — | DIMENSIONAL INTERNATIONAL VALUE ETF | $93.9M | 3.6% | +3% | — |
| 7 | — | JPMORGAN CORE PLUS BOND ETF | $86.2M | 3.3% | +27% | — |
| 8 | — | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $78.2M | 3.0% | +27% | — |
| 9 | — | DIMENSIONAL U.S. SMALL CAP ETF | $74.2M | 2.9% | +4% | — |
| 10 | — | CAPITAL GROUP DIVID GROWERS ETF | $73.8M | 2.9% | +5% | — |
| 11 | — | ISHARES TR CORE DIV GRWTH | $73.7M | 2.9% | +1% | — |
| 12 | — | ISHARES TR MSCI EAFE ETF | $62.0M | 2.4% | +3% | — |
| 13 | — | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $59.9M | 2.3% | -1% | — |
| 14 | — | CAPITAL GROUP INTL FOCUS SHS CREATION UNIT | $58.1M | 2.3% | +7% | — |
| 15 | — | CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | $46.7M | 1.8% | +6% | — |
| 16 |  $AAPL | Apple Inc. | $42.3M | 1.6% | -0% | 76.1 |
| 17 | — | CAPITAL GROUP FIXED INCOME ETF | $37.3M | 1.4% | +14% | — |
| 18 |  $XOM | EXXON MOBIL CORP | $31.3M | 1.2% | +77% | 61.8 |
| 19 | — | CAPITAL GROUP FXD INCOME ETF MUN INCOME ETF | $30.4M | 1.2% | +0% | — |
| 20 | — | DIMENSIONAL U.S. TARGETED VALUE ETF | $28.5M | 1.1% | +7% | — |
| 21 | — | MFS ACTIVE CORE PLUS BOND ETF | $27.9M | 1.1% | +59% | — |
| 22 | — | VANGUARD WELLINGTON U S ACTIVE VALUE ETF | $27.0M | 1.1% | +9% | — |
| 23 | — | JPMORGAN INCOME ETF | $25.6M | 1.0% | +21% | — |
| 24 |  $MSFT | MICROSOFT CORP | $23.8M | 0.9% | +9% | 83.7 |
| 25 |  $NVDA | NVIDIA CORP | $20.7M | 0.8% | +15% | 90.2 |
| 26 | — | ISHARES TR RUS 2000 GRW ETF | $20.3M | 0.8% | +8% | — |
| 27 | — | VANGUARD CORE TAX-EXEMPT BD ETF | $20.2M | 0.8% | +24% | — |
| 28 | — | CAPITAL GROUP CORE BALANCED ETF | $18.3M | 0.7% | +8% | — |
| 29 | — | DIMENSIONAL US MARKETWIDE VALUE ETF | $18.0M | 0.7% | +4% | — |
| 30 | — | CAPITAL GROUP MUNI HIGH-INCOME ETF | $17.0M | 0.7% | -4% | — |
| 31 | — | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $16.2M | 0.6% | +13% | — |
| 32 | — | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $15.8M | 0.6% | +4% | — |
| 33 | — | J P MORGAN ETF ACTIVE VALUE ETF | $15.3M | 0.6% | +7% | — |
| 34 |  $JPM | JPMORGAN CHASE & CO | $14.4M | 0.6% | +6% | 35.6 |
| 35 |  $AVGO | Broadcom Inc. | $13.6M | 0.5% | +2% | 86.4 |
| 36 |  $GOOG | Alphabet Inc. | $12.7M | 0.5% | +22% | 80.2 |
| 37 | — | ISHARES TR INTL DIV GRWTH | $12.0M | 0.5% | +5% | — |
| 38 | — | VANGUARD TOTAL STOCK MARKET ETF | $11.2M | 0.4% | -0% | — |
| 39 |  $WMT | Walmart Inc. | $10.9M | 0.4% | +22% | 63.2 |
| 40 | — | ISHARES TR NATIONAL MUN ETF | $10.6M | 0.4% | +9% | — |
| 41 | — | CAPITAL GROUP CONSERVATIVE EQUITY ETF | $10.5M | 0.4% | +31% | — |
| 42 |  $JNJ | JOHNSON & JOHNSON | $10.3M | 0.4% | +9% | 72.8 |
| 43 |  $LLY | ELI LILLY & Co | $10.1M | 0.4% | +11% | 89.3 |
| 44 |  $V | VISA INC. | $8.6M | 0.3% | +4% | 83.5 |
| 45 |  $GOOGL | Alphabet Inc. | $8.2M | 0.3% | +1% | 80.2 |
| 46 |  $CVX | CHEVRON CORP | $8.1M | 0.3% | -3% | 54.7 |
| 47 | — | ISHARES TR CORE S&P500 ETF | $7.7M | 0.3% | -2% | — |
| 48 | — | ISHARES TR RUS 1000 VAL ETF | $7.5M | 0.3% | -0% | — |
| 49 |  $CSCO | CISCO SYSTEMS, INC. | $7.3M | 0.3% | +15% | 72.3 |
| 50 |  $GLD | SPDR GOLD TRUST | $7.2M | 0.3% | -1% | — |
| 51 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.8M | 0.3% | +1% | 64.5 |
| 52 |  $AMZN | AMAZON COM INC | $6.6M | 0.3% | +21% | 74.6 |
| 53 |  $COST | COSTCO WHOLESALE CORP /NEW | $6.6M | 0.3% | +9% | 67 |
| 54 | — | CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT | $6.6M | 0.3% | +8% | — |
| 55 | — | CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF | $6.6M | 0.3% | +29% | — |
| 56 |  $MPC | Marathon Petroleum Corp | $6.4M | 0.3% | +4% | 50.7 |
| 57 | — | ISHARES TR CORE MSCI EAFE | $6.2M | 0.2% | +0% | — |
| 58 |  $ABBV | AbbVie Inc. | $6.1M | 0.2% | +17% | 59.3 |
| 59 | — | CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF | $6.1M | 0.2% | -3% | — |
| 60 |  $PG | PROCTER & GAMBLE Co | $5.9M | 0.2% | +28% | 72.9 |
| 61 | — | ISHARES TR MSCI EMG MKT ETF | $5.7M | 0.2% | +1% | — |
| 62 |  $DE | DEERE & CO | $5.6M | 0.2% | +45% | 57.4 |
| 63 |  $MRK | Merck & Co., Inc. | $5.3M | 0.2% | +2% | 70.9 |
| 64 |  $CB | Chubb Ltd | $5.1M | 0.2% | +15% | — |
| 65 |  $HD | HOME DEPOT, INC. | $5.0M | 0.2% | +8% | 69.2 |
| 66 |  $CAT | CATERPILLAR INC | $4.9M | 0.2% | +14% | 67.8 |
| 67 |  $PEP | PEPSICO INC | $4.9M | 0.2% | +22% | 62.7 |
| 68 |  $COP | CONOCOPHILLIPS | $4.7M | 0.2% | +4% | 74.8 |
| 69 |  $NEE | NEXTERA ENERGY INC | $4.5M | 0.2% | +20% | 71.7 |
| 70 |  $IVZ | Invesco Ltd. | $4.5M | 0.2% | -32% | — |
| 71 | — | CAPITAL GROUP INTL EQUITY ETF | $4.4M | 0.2% | +0% | — |
| 72 |  $ORCL | ORACLE CORP | $4.2M | 0.2% | +53% | 67.2 |
| 73 |  $ET | Energy Transfer LP | $4.2M | 0.2% | +1% | 64.5 |
| 74 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $3.9M | 0.1% | +5% | 66.7 |
| 75 |  $MCD | MCDONALDS CORP | $3.9M | 0.1% | +21% | 73.9 |
| 76 |  $ETN | Eaton Corp plc | $3.8M | 0.1% | -2% | — |
| 77 | — | VANGUARD HIGH DIVIDEND YIELD ETF | $3.7M | 0.1% | -0% | — |
| 78 |  $ABT | ABBOTT LABORATORIES | $3.6M | 0.1% | +11% | 67 |
| 79 |  $PM | Philip Morris International Inc. | $3.4M | 0.1% | +15% | 80.5 |
| 80 |  $UNP | UNION PACIFIC CORP | $3.3M | 0.1% | +29% | 74 |
| 81 |  $SPY | SPDR S&P 500 ETF TRUST | $3.2M | 0.1% | +13% | — |
| 82 |  $KLAC | KLA CORP | $3.2M | 0.1% | +0% | 84.4 |
| 83 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $3.1M | 0.1% | -2% | — |
| 84 |  $MO | ALTRIA GROUP, INC. | $3.1M | 0.1% | -1% | 72.1 |
| 85 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $3.0M | 0.1% | -40% | 70.9 |
| 86 |  $IAU | ISHARES GOLD TRUST | $2.9M | 0.1% | -26% | — |
| 87 |  $GE | GENERAL ELECTRIC CO | $2.8M | 0.1% | +19% | 74.8 |
| 88 | — | STATE STREET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | $2.8M | 0.1% | +5% | — |
| 89 |  $MCK | MCKESSON CORP | $2.6M | 0.1% | -3% | 63.7 |
| 90 | — | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $2.6M | 0.1% | +2% | — |
| 91 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $2.6M | 0.1% | +0% | — |
| 92 |  $META | Meta Platforms, Inc. | $2.6M | 0.1% | +3% | 80.9 |
| 93 | — | JPMORGAN U.S. VALUE FACTOR ETF | $2.5M | 0.1% | +0% | — |
| 94 |  $ADI | ANALOG DEVICES INC | $2.5M | 0.1% | +38% | 76.2 |
| 95 |  $RTX | RTX Corp | $2.5M | 0.1% | +22% | 70 |
| 96 |  $WM | WASTE MANAGEMENT INC | $2.5M | 0.1% | +1% | 70.7 |
| 97 |  $VZ | VERIZON COMMUNICATIONS INC | $2.4M | 0.1% | +0% | 71.6 |
| 98 |  $MSI | Motorola Solutions, Inc. | $2.4M | 0.1% | +3% | 73.8 |
| 99 |  $TPL | Texas Pacific Land Corp | $2.3M | 0.1% | +2% | 79.1 |
| 100 |  $AXP | AMERICAN EXPRESS CO | $2.3M | 0.1% | +7% | 73.2 |
| 101 |  $MA | Mastercard Inc | $2.3M | 0.1% | -2% | 81.7 |
| 102 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $2.3M | 0.1% | +9% | 63.7 |
| 103 |  $NFLX | NETFLIX INC | $2.3M | 0.1% | +22% | 86.7 |
| 104 | — | ISHARES TR CORE S&P MCP ETF | $2.3M | 0.1% | -0% | — |
| 105 |  $DKS | DICK'S SPORTING GOODS, INC. | $2.2M | 0.1% | +0% | 67.9 |
| 106 | — | JPMORGAN ULTRA-SHORT INCOME ETF | $2.2M | 0.1% | +25% | — |
| 107 |  $KO | COCA COLA CO | $2.2M | 0.1% | -4% | 74 |
| 108 |  $PFE | PFIZER INC | $2.2M | 0.1% | +22% | 69 |
| 109 | — | JPMORGAN U.S. QUALITY FACTOR ETF | $2.1M | 0.1% | +8% | — |
| 110 |  $VLO | VALERO ENERGY CORP/TX | $2.1M | 0.1% | +15% | 51.4 |
| 111 |  $AMAT | APPLIED MATERIALS INC /DE | $2.1M | 0.1% | -1% | 74.8 |
| 112 |  $NYT | NEW YORK TIMES CO | $2.1M | 0.1% | +0% | 71.3 |
| 113 |  $CF | CF Industries Holdings, Inc. | $2.1M | 0.1% | +3% | 76.8 |
| 114 |  $MPWR | MONOLITHIC POWER SYSTEMS INC | $2.1M | 0.1% | -1% | 76.3 |
| 115 |  $AMGN | AMGEN INC | $2.0M | 0.1% | +25% | 79.5 |
| 116 | — | CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | $2.0M | 0.1% | +6% | — |
| 117 |  $NUE | NUCOR CORP | $2.0M | 0.1% | -0% | 58.9 |
| 118 | — | VANGUARD VALUE ETF | $2.0M | 0.1% | -6% | — |
| 119 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $1.9M | 0.1% | +9% | — |
| 120 |  $QCOM | QUALCOMM INC/DE | $1.9M | 0.1% | +53% | 81.9 |
| 121 |  $DUK | Duke Energy CORP | $1.9M | 0.1% | +2% | 64 |
| 122 |  $FAST | FASTENAL CO | $1.9M | 0.1% | +6% | 73.5 |
| 123 |  $LOW | LOWES COMPANIES INC | $1.9M | 0.1% | +7% | 63.5 |
| 124 |  $CAH | CARDINAL HEALTH INC | $1.9M | 0.1% | -1% | 58.6 |
| 125 |  $EOG | EOG RESOURCES INC | $1.9M | 0.1% | +11% | 71.1 |
| 126 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $1.9M | 0.1% | -7% | — |
| 127 |  $GEV | GE Vernova Inc. | $1.8M | 0.1% | +7% | 70.1 |
| 128 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $1.8M | 0.1% | +8% | — |
| 129 |  $ALL | ALLSTATE CORP | $1.8M | 0.1% | +5% | 76.6 |
| 130 | — | VANGUARD EXTENDED MARKET ETF | $1.8M | 0.1% | +0% | — |
| 131 |  $__PARK_1390777 | Bank of New York Mellon Corp | $1.8M | 0.1% | +0% | 36.7 |
| 132 |  $UNH | UNITEDHEALTH GROUP INC | $1.8M | 0.1% | +7% | 66.8 |
| 133 |  $GRMN | GARMIN LTD | $1.7M | 0.1% | +2% | — |
| 134 |  $GD | GENERAL DYNAMICS CORP | $1.7M | 0.1% | +0% | 73 |
| 135 | — | ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF | $1.7M | 0.1% | +50% | — |
| 136 |  $CTAS | CINTAS CORP | $1.7M | 0.1% | +1% | 76.3 |
| 137 | — | CAPITAL GROUP CORE BOND ETF | $1.7M | 0.1% | +1% | — |
| 138 |  $LMT | LOCKHEED MARTIN CORP | $1.7M | 0.1% | +44% | 65 |
| 139 |  $T | AT&T INC. | $1.6M | 0.1% | +6% | 71.9 |
| 140 |  $TSLA | Tesla, Inc. | $1.6M | 0.1% | -1% | 50.1 |
| 141 |  $CGNX | COGNEX CORP | $1.6M | 0.1% | +8% | 63.6 |
| 142 | — | VANGUARD GROWTH ETF | $1.6M | 0.1% | +1% | — |
| 143 | — | VANGUARD CORE-PLUS BOND ETF | $1.6M | 0.1% | +384% | — |
| 144 |  $LIN | LINDE PLC | $1.6M | 0.1% | +10% | — |
| 145 |  $O | REALTY INCOME CORP | $1.6M | 0.1% | +2% | 74.6 |
| 146 |  $RF | REGIONS FINANCIAL CORP | $1.5M | 0.1% | +0% | — |
| 147 |  $ADP | AUTOMATIC DATA PROCESSING INC | $1.5M | 0.1% | +17% | 77.9 |
| 148 |  $TT | Trane Technologies plc | $1.5M | 0.1% | +1% | — |
| 149 | — | FIRST TRUST CAPITAL STRENGTH ETF | $1.5M | 0.1% | -1% | — |
| 150 | — | ISHARES TR CORE S&P SCP ETF | $1.5M | 0.1% | +11% | — |
| 151 | — | ISHARES TR S&P 500 GRWT ETF | $1.5M | 0.1% | -27% | — |
| 152 | — | ISHARES TR RUSSELL 2000 ETF | $1.5M | 0.1% | -3% | — |
| 153 |  $SNA | Snap-on Inc | $1.5M | 0.1% | +13% | 69.3 |
| 154 |  $SO | SOUTHERN CO | $1.5M | 0.1% | +0% | 65.1 |
| 155 |  $EMR | EMERSON ELECTRIC CO | $1.4M | 0.1% | +21% | 65.9 |
| 156 |  $LSTR | LANDSTAR SYSTEM INC | $1.4M | 0.1% | +5% | 49 |
| 157 |  $COHR | COHERENT CORP. | $1.4M | 0.1% | -1% | 64 |
| 158 |  $AFG | AMERICAN FINANCIAL GROUP INC | $1.4M | 0.1% | +7% | 59.9 |
| 159 |  $FNF | Fidelity National Financial, Inc. | $1.4M | 0.1% | +2% | 69.7 |
| 160 |  $ZTS | Zoetis Inc. | $1.3M | 0.1% | +12% | 72.6 |
| 161 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.3M | 0.1% | +38% | 75.4 |
| 162 |  $STBA | S&T BANCORP INC | $1.3M | 0.1% | +0% | — |
| 163 |  $AFL | AFLAC INC | $1.3M | 0.1% | -1% | 60.3 |
| 164 |  $SYK | STRYKER CORP | $1.3M | 0.1% | +15% | 69.8 |
| 165 | — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $1.3M | 0.1% | +14% | — |
| 166 |  $TROW | PRICE T ROWE GROUP INC | $1.3M | 0.1% | +7% | 75.8 |
| 167 |  $TXN | TEXAS INSTRUMENTS INC | $1.3M | 0.1% | +28% | 70.4 |
| 168 |  $VOYA | Voya Financial, Inc. | $1.2M | 0.1% | +7% | 62.4 |
| 169 |  $CSX | CSX CORP | $1.2M | 0.1% | -6% | 66.4 |
| 170 |  $NKE | NIKE, Inc. | $1.2M | 0.1% | +9% | 53.4 |
| 171 |  $HON | HONEYWELL INTERNATIONAL INC | $1.2M | 0.1% | +10% | 65.7 |
| 172 |  $PSX | Phillips 66 | $1.2M | 0.1% | +4% | 47.6 |
| 173 |  $JHG | Janus Henderson Group Ltd. | $1.2M | 0.1% | -5% | — |
| 174 |  $SEIC | SEI INVESTMENTS CO | $1.2M | 0.0% | +10% | 77.9 |
| 175 | — | VANGUARD INFORMATION TECHNOLOGY ETF | $1.1M | 0.0% | +0% | — |
| 176 |  $TJX | TJX COMPANIES INC /DE/ | $1.1M | 0.0% | +14% | 70.7 |
| 177 | — | VANGUARD SMALL-CAP ETF | $1.1M | 0.0% | +19% | — |
| 178 |  $CMI | CUMMINS INC | $1.1M | 0.0% | -1% | 58.9 |
| 179 |  $LEN | LENNAR CORP /NEW/ | $1.1M | 0.0% | +10% | 49.2 |
| 180 |  $TMUS | T-Mobile US, Inc. | $1.1M | 0.0% | +22% | 72.7 |
| 181 |  $ACN | Accenture plc | $1.1M | 0.0% | +10% | — |
| 182 |  $CRM | Salesforce, Inc. | $1.1M | 0.0% | +84% | 75.2 |
| 183 | — | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $1.1M | 0.0% | +2% | — |
| 184 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $1.1M | 0.0% | +5% | — |
| 185 |  $B | BARRICK MINING CORP | $1.1M | 0.0% | +0% | — |
| 186 | — | CAPITAL GROUP FXD INCOME ETF SHORT DURATION INCOME ETF | $1.1M | 0.0% | +0% | — |
| 187 |  $MU | MICRON TECHNOLOGY INC | $1.1M | 0.0% | -1% | 88.4 |
| 188 |  $KR | KROGER CO | $1.0M | 0.0% | +1% | 51.1 |
| 189 |  $APD | Air Products & Chemicals, Inc. | $1.0M | 0.0% | +17% | 41.2 |
| 190 |  $CL | COLGATE PALMOLIVE CO | $1.0M | 0.0% | +105% | 72.4 |
| 191 |  $ICE | Intercontinental Exchange, Inc. | $979,691 | 0.0% | +3% | 73.8 |
| 192 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $976,676 | 0.0% | +9% | — |
| 193 |  $PFH | PRUDENTIAL FINANCIAL INC | $972,241 | 0.0% | +33% | 58.6 |
| 194 | — | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $971,010 | 0.0% | +12% | — |
| 195 |  $TEX | TEREX CORP | $968,118 | 0.0% | -4% | 49.9 |
| 196 |  $DIS | Walt Disney Co | $967,954 | 0.0% | -8% | 68.9 |
| 197 |  $PH | Parker-Hannifin Corp | $950,745 | 0.0% | +19% | 73.8 |
| 198 | — | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | $948,525 | 0.0% | -23% | — |
| 199 | — | STATE STREET SPDR PORTFOLIO S&P ETF | $932,558 | 0.0% | -8% | — |
| 200 |  $ROK | ROCKWELL AUTOMATION, INC | $914,786 | 0.0% | +111% | 68.2 |
| 201 |  $SHOP | SHOPIFY INC. | $906,020 | 0.0% | -9% | — |
| 202 |  $BAC | BANK OF AMERICA CORP /DE/ | $904,202 | 0.0% | -0% | 68.4 |
| 203 |  $INTC | INTEL CORP | $902,304 | 0.0% | +21% | 41.5 |
| 204 |  $NSC | NORFOLK SOUTHERN CORP | $886,840 | 0.0% | +0% | 70.8 |
| 205 |  $CEG | Constellation Energy Corp | $868,530 | 0.0% | +8% | 62.5 |
| 206 |  $Q | Qnity Electronics, Inc. | $866,155 | 0.0% | -1% | — |
| 207 |  $TGT | TARGET CORP | $858,107 | 0.0% | +4% | 53.1 |
| 208 |  $SPGI | S&P Global Inc. | $858,005 | 0.0% | +2% | 79.4 |
| 209 |  $JLL | JONES LANG LASALLE INC | $853,922 | 0.0% | +0% | 59.8 |
| 210 |  $NXPI | NXP Semiconductors N.V. | $849,887 | 0.0% | +13% | — |
| 211 |  $CVS | CVS HEALTH Corp | $837,422 | 0.0% | +28% | 51.3 |
| 212 |  $YUM | YUM BRANDS INC | $836,590 | 0.0% | +0% | 71.7 |
| 213 | — | ISHARES TR RUS TP200 GR ETF | $831,624 | 0.0% | -6% | — |
| 214 |  $NRG | NRG ENERGY, INC. | $816,357 | 0.0% | +3% | 59.5 |
| 215 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $816,029 | 0.0% | -1% | 74.6 |
| 216 | — | ISHARES INCORPORATED CORE MSCI EMKT | $815,448 | 0.0% | +1% | — |
| 217 |  $D | DOMINION ENERGY, INC | $810,646 | 0.0% | +1% | 74.9 |
| 218 | — | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $808,433 | 0.0% | -0% | — |
| 219 |  $BLK | BlackRock, Inc. | $790,526 | 0.0% | +14% | 70.3 |
| 220 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $789,642 | 0.0% | +24% | 65.9 |
| 221 | — | VANECK GOLD MINERS ETF | $769,308 | 0.0% | +0% | — |
| 222 |  $KRYS | Krystal Biotech, Inc. | $754,812 | 0.0% | +0% | 75.9 |
| 223 |  $PPG | PPG INDUSTRIES INC | $746,450 | 0.0% | +25% | 57.1 |
| 224 | — | ISHARES TR S&P 100 ETF | $744,920 | 0.0% | -4% | — |
| 225 | — | JP MORGAN ETF ACTIVE GROWTH ETF | $737,776 | 0.0% | +14% | — |
| 226 |  $COF | CAPITAL ONE FINANCIAL CORP | $725,010 | 0.0% | +6% | 71 |
| 227 |  $DD | DuPont de Nemours, Inc. | $724,782 | 0.0% | -1% | 31.1 |
| 228 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $720,983 | 0.0% | +3% | — |
| 229 |  $FDX | FEDEX CORP | $716,635 | 0.0% | -11% | 60.3 |
| 230 |  $ATI | ATI INC | $706,500 | 0.0% | -5% | 64.5 |
| 231 |  $PPL | PPL Corp | $701,881 | 0.0% | +0% | 70.3 |
| 232 | — | ISHARES TR EAFE GRWTH ETF | $700,236 | 0.0% | +0% | — |
| 233 |  $CRWD | CrowdStrike Holdings, Inc. | $698,834 | 0.0% | +5% | 55 |
| 234 |  $MCHP | MICROCHIP TECHNOLOGY INC | $693,137 | 0.0% | -0% | 40 |
| 235 |  $BMY | BRISTOL MYERS SQUIBB CO | $678,761 | 0.0% | +0% | 70.1 |
| 236 |  $VLY | VALLEY NATIONAL BANCORP | $677,537 | 0.0% | +0% | — |
| 237 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $673,611 | 0.0% | +13% | 60.7 |
| 238 |  $UPS | UNITED PARCEL SERVICE INC | $667,629 | 0.0% | +5% | 58.2 |
| 239 |  $BDX | BECTON DICKINSON & CO | $667,442 | 0.0% | +59% | 50.7 |
| 240 | — | ETF OPPORTUNITIES TRUST APPLIED FINANCE VALUATION | $664,779 | 0.0% | -14% | — |
| 241 | — | ISHARES TR CORE MSCI TOTAL | $659,513 | 0.0% | +0% | — |
| 242 |  $EBAY | EBAY INC | $651,613 | 0.0% | +0% | 69.3 |
| 243 |  $MET | METLIFE INC | $644,118 | 0.0% | -1% | 73.9 |
| 244 | — | ISHARES TR S&P MC 400GR ETF | $629,278 | 0.0% | +0% | — |
| 245 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $618,258 | 0.0% | +0% | — |
| 246 |  $AMD | ADVANCED MICRO DEVICES INC | $610,087 | 0.0% | +25% | 78.8 |
| 247 | — | PACER TRENDPILOT 100 ETF | $601,483 | 0.0% | +0% | — |
| 248 | — | VANGUARD ESG U.S. STOCK ETF | $593,512 | 0.0% | +9% | — |
| 249 |  $SBUX | STARBUCKS CORP | $575,706 | 0.0% | -6% | 54.6 |
| 250 |  $MMM | 3M CO | $550,858 | 0.0% | +35% | 60.7 |
| 251 |  $JCI | Johnson Controls International plc | $539,776 | 0.0% | -3% | — |
| 252 | $IVZ | Invesco Ltd. | $537,126 | 0.0% | +0% | — |
| 253 |  $ITW | ILLINOIS TOOL WORKS INC | $534,636 | 0.0% | -51% | 71.2 |
| 254 |  $ATO | ATMOS ENERGY CORP | $529,962 | 0.0% | +72% | 72 |
| 255 |  $WFC | WELLS FARGO & COMPANY/MN | $526,522 | 0.0% | +0% | — |
| 256 |  $WMB | WILLIAMS COMPANIES, INC. | $525,469 | 0.0% | +0% | 72.8 |
| 257 |  $DOW | DOW INC. | $523,322 | 0.0% | +5% | 38 |
| 258 |  $RRC | RANGE RESOURCES CORP | $517,086 | 0.0% | +12% | 82.8 |
| 259 | — | ISHARES TR S&P 500 VAL ETF | $516,262 | 0.0% | +0% | — |
| 260 |  $WPM | Wheaton Precious Metals Corp. | $512,643 | 0.0% | -8% | — |
| 261 |  $C | CITIGROUP INC | $512,500 | 0.0% | -4% | 54.8 |
| 262 |  $VPV | Invesco Pennsylvania Value Municipal Income Trust | $511,462 | 0.0% | -2% | — |
| 263 | — | ISHARES TR RUS TP200 VL ETF | $509,315 | 0.0% | -7% | — |
| 264 |  $GS | GOLDMAN SACHS GROUP INC | $500,827 | 0.0% | +124% | — |
| 265 |  $NEM | NEWMONT Corp /DE/ | $490,698 | 0.0% | -1% | 88.3 |
| 266 |  $ISRG | INTUITIVE SURGICAL INC | $489,572 | 0.0% | +90% | 81.4 |
| 267 |  $FE | FIRSTENERGY CORP | $477,731 | 0.0% | +5% | 61.6 |
| 268 | — | VANGUARD S&P 500 VALUE ETF | $477,042 | 0.0% | +0% | — |
| 269 | — | NUVEEN ESG LARGE-CAP VALUE ETF | $467,146 | 0.0% | +0% | — |
| 270 |  $SYY | SYSCO CORP | $455,443 | 0.0% | +12% | 58.4 |
| 271 |  $PSA | Public Storage | $451,170 | 0.0% | -0% | 73.9 |
| 272 |  $CME | CME GROUP INC. | $449,632 | 0.0% | +1% | 74.5 |
| 273 |  $DVN | DEVON ENERGY CORP/DE | $449,629 | 0.0% | -8% | 70.2 |
| 274 |  $MDLZ | Mondelez International, Inc. | $449,120 | 0.0% | -6% | 53.9 |
| 275 | — | JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | $448,624 | 0.0% | +0% | — |
| 276 |  $SRE | SEMPRA | $443,873 | 0.0% | -4% | 47.6 |
| 277 |  $GILD | GILEAD SCIENCES, INC. | $442,640 | 0.0% | +0% | 77.8 |
| 278 |  $AWK | American Water Works Company, Inc. | $436,713 | 0.0% | +0% | 61.7 |
| 279 |  $VST | Vistra Corp. | $435,957 | 0.0% | +0% | 62.9 |
| 280 | — | VANGUARD ESG INTERNATIONAL STOCK ETF | $434,439 | 0.0% | +9% | — |
| 281 | — | VANGUARD SMALL-CAP VALUE ETF | $433,111 | 0.0% | +5% | — |
| 282 |  $CCZ | COMCAST CORP | $428,957 | 0.0% | +4% | 70.4 |
| 283 |  $ENB | ENBRIDGE INC | $427,815 | 0.0% | +0% | — |
| 284 | — | ISHARES TR ESG SELECT SCRE | $427,772 | 0.0% | +0% | — |
| 285 |  $CI | Cigna Group | $426,267 | 0.0% | +2% | 66.8 |
| 286 |  $NFG | NATIONAL FUEL GAS CO | $420,471 | 0.0% | -0% | 80.4 |
| 287 |  $LRCX | LAM RESEARCH CORP | $415,142 | 0.0% | -2% | 82.4 |
| 288 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $410,353 | 0.0% | -0% | 70.8 |
| 289 |  $DRI | DARDEN RESTAURANTS INC | $409,954 | 0.0% | -3% | 68.6 |
| 290 |  $EXC | EXELON CORP | $400,300 | 0.0% | -2% | 63.9 |
| 291 |  $KMI | KINDER MORGAN, INC. | $399,645 | 0.0% | +0% | 74.6 |
| 292 |  $CTVA | Corteva, Inc. | $394,604 | 0.0% | +5% | 48.4 |
| 293 |  $ELV | Elevance Health, Inc. | $394,042 | 0.0% | -3% | 59.4 |
| 294 |  $HSY | HERSHEY CO | $393,328 | 0.0% | +0% | 59.4 |
| 295 |  $ALV | AUTOLIV INC | $390,868 | 0.0% | +0% | 56.9 |
| 296 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $384,937 | 0.0% | NEW | 66.5 |
| 297 |  $NOW | ServiceNow, Inc. | $366,448 | 0.0% | +18% | 76 |
| 298 |  $WSM | WILLIAMS SONOMA INC | $366,119 | 0.0% | -7% | 65 |
| 299 | — | ISHARES TR ESG AW MSCI EAFE | $358,184 | 0.0% | +2% | — |
| 300 | — | ISHARES TR MSCI USA VALUE | $356,613 | 0.0% | +0% | — |
| 301 |  $URI | UNITED RENTALS, INC. | $354,809 | 0.0% | +0% | 70.7 |
| 302 | — | ISHARES TR U.S. TECH ETF | $343,066 | 0.0% | +3% | — |
| 303 |  $RSG | REPUBLIC SERVICES, INC. | $341,891 | 0.0% | +9% | 72 |
| 304 |  $OSK | OSHKOSH CORP | $341,528 | 0.0% | +0% | 53 |
| 305 |  $DTB | DTE ENERGY CO | $340,986 | 0.0% | +0% | — |
| 306 | — | VANGUARD FTSE EMERGING MARKETS ETF | $340,218 | 0.0% | +0% | — |
| 307 |  $APH | AMPHENOL CORP /DE/ | $336,091 | 0.0% | +17% | 80.5 |
| 308 |  $ED | CONSOLIDATED EDISON INC | $335,412 | 0.0% | +0% | 71.6 |
| 309 |  $TEL | TE Connectivity plc | $334,851 | 0.0% | +0% | — |
| 310 | — | ISHARES TR SP SMCP600VL ETF | $334,207 | 0.0% | +0% | — |
| 311 | — | VANGUARD CONSUMER DISCRETIONARY ETF | $333,463 | 0.0% | -2% | — |
| 312 | — | VANGUARD LARGE-CAP ETF | $329,034 | 0.0% | +0% | — |
| 313 |  $GLW | CORNING INC /NY | $326,725 | 0.0% | +3% | 72.7 |
| 314 |  $PAYX | PAYCHEX INC | $322,515 | 0.0% | -3% | 75.1 |
| 315 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $314,718 | 0.0% | +4% | 69.4 |
| 316 |  $RJF | RAYMOND JAMES FINANCIAL INC | $313,149 | 0.0% | +0% | 63.8 |
| 317 |  $SLF | SUN LIFE FINANCIAL INC | $311,862 | 0.0% | +0% | — |
| 318 |  $GIS | GENERAL MILLS INC | $306,433 | 0.0% | +9% | 64.1 |
| 319 |  $MS | MORGAN STANLEY | $299,682 | 0.0% | +21% | — |
| 320 |  $CET | CENTRAL SECURITIES CORP | $298,284 | 0.0% | -1% | — |
| 321 | — | ISHARES TR S&P MC 400VL ETF | $295,210 | 0.0% | -10% | — |
| 322 |  $PANW | Palo Alto Networks Inc | $294,188 | 0.0% | +9% | 66.5 |
| 323 |  $ASML | ASML HOLDING NV | $293,225 | 0.0% | +0% | — |
| 324 | — | ISHARES TR CORE S&P TTL STK | $290,558 | 0.0% | +1% | — |
| 325 |  $TRV | TRAVELERS COMPANIES, INC. | $286,139 | 0.0% | -10% | 71.5 |
| 326 |  $YUMC | Yum China Holdings, Inc. | $281,903 | 0.0% | +0% | 65.2 |
| 327 | — | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $281,520 | 0.0% | -3% | — |
| 328 |  $EW | Edwards Lifesciences Corp | $278,999 | 0.0% | -4% | 67.6 |
| 329 |  $BP | BP PLC | $274,478 | 0.0% | -12% | — |
| 330 |  $MTB | M&T BANK CORP | $273,058 | 0.0% | NEW | 64.1 |
| 331 |  $BX | Blackstone Inc. | $272,711 | 0.0% | +0% | 68 |
| 332 | — | DAVIS SELECT WORLDWIDE ETF | $271,228 | 0.0% | +0% | — |
| 333 | — | ISHARES TR SELECT DIVID ETF | $267,934 | 0.0% | +19% | — |
| 334 |  $DHR | DANAHER CORP /DE/ | $253,496 | 0.0% | -5% | 63.9 |
| 335 |  $ANET | Arista Networks, Inc. | $251,086 | 0.0% | -6% | 86 |
| 336 | — | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $251,039 | 0.0% | +2% | — |
| 337 |  $XEL | XCEL ENERGY INC | $247,853 | 0.0% | +0% | — |
| 338 | — | VANGUARD SMALL-CAP GROWTH ETF | $246,861 | 0.0% | +0% | — |
| 339 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $244,258 | 0.0% | +0% | 76.6 |
| 340 | — | ISHARES TR MSCI USA QLT FCT | $243,983 | 0.0% | -2% | — |
| 341 |  $BAH | Booz Allen Hamilton Holding Corp | $242,938 | 0.0% | +0% | 65.5 |
| 342 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | $235,179 | 0.0% | -5% | — |
| 343 | — | APTUS COLLARED INVESTMENT OPPORTUNITY ETF | $234,137 | 0.0% | +0% | — |
| 344 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $232,519 | 0.0% | +0% | — |
| 345 |  $FCX | FREEPORT-MCMORAN INC | $232,240 | 0.0% | -1% | 73.1 |
| 346 | — | VANGUARD MID-CAP ETF | $230,032 | 0.0% | +0% | — |
| 347 | — | EA SER TR STRIVE 500 ETF | $229,157 | 0.0% | -3% | — |
| 348 | — | ISHARES TR S&P SML 600 GWT | $227,050 | 0.0% | +0% | — |
| 349 | — | CAPITAL GROUP U.S. LARGE VALUE ETF | $222,213 | 0.0% | +9% | — |
| 350 |  $HAL | HALLIBURTON CO | $222,000 | 0.0% | NEW | 50.9 |
| 351 | — | ISHARES TR RUS MID CAP ETF | $221,685 | 0.0% | +0% | — |
| 352 |  $SHEL | Shell plc | $221,619 | 0.0% | -13% | — |
| 353 | — | VANGUARD FTSE ALL-WORLD EX-US ETF | $217,866 | 0.0% | -8% | — |
| 354 |  $FNB | FNB CORP/PA/ | $216,486 | 0.0% | +0% | — |
| 355 | — | FT VEST LADDERED BUFFER ETF | $212,211 | 0.0% | NEW | — |
| 356 |  $USAC | USA Compression Partners, LP | $211,746 | 0.0% | NEW | 68.9 |
| 357 |  $OMC | OMNICOM GROUP INC. | $208,383 | 0.0% | +0% | 60.5 |
| 358 |  $SHW | SHERWIN WILLIAMS CO | $207,076 | 0.0% | NEW | 65.3 |
| 359 |  $COR | Cencora, Inc. | $204,506 | 0.0% | +0% | 59.6 |
| 360 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $201,271 | 0.0% | NEW | 66.4 |
| 361 |  $CRS | CARPENTER TECHNOLOGY CORP | $200,470 | 0.0% | NEW | 69.9 |
| 362 | — | EATON VANCE TAX-MANAGED DIVERS | $197,101 | 0.0% | -7% | — |
| 363 |  $MMLP | MARTIN MIDSTREAM PARTNERS L.P. | $89,772 | 0.0% | +0% | 31.9 |
| 364 |  $LEO | BNY MELLON STRATEGIC MUNICIPALS, INC. | $78,625 | 0.0% | +0% | — |
| 365 |  $NRGV | Energy Vault Holdings, Inc. | $44,178 | 0.0% | +0% | 12 |
New Positions (8)
Exited Positions (14)
$SLV iShares Silver Trust
$AZN ASTRAZENECA PLC
$CEF Sprott Physical Gold & Silver Trust
$ADSK Autodesk, Inc.
$VEEV VEEVA SYSTEMS INC
$NOC NORTHROP GRUMMAN CORP /DE/
$PYPL PayPal Holdings, Inc.
$GLDM World Gold Trust
$CMG CHIPOTLE MEXICAN GRILL INC ISHARES TR ESG MSCI LEADR
$BA BOEING CO
$ABNB Airbnb, Inc.
$PLTR Palantir Technologies Inc.
$FCF FIRST COMMONWEALTH FINANCIAL CORP /PA/Browse Top Institutional Investors
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