0001606587-22-001812.txt : 20220815 0001606587-22-001812.hdr.sgml : 20220815 20220815174530 ACCESSION NUMBER: 0001606587-22-001812 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Confluence Wealth Services, Inc. CENTRAL INDEX KEY: 0001910411 IRS NUMBER: 862088578 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21727 FILM NUMBER: 221167095 BUSINESS ADDRESS: STREET 1: 732 E MCMURRAY ROAD CITY: MCMURRAY STATE: PA ZIP: 15317 BUSINESS PHONE: 7242718801 MAIL ADDRESS: STREET 1: 732 E MCMURRAY ROAD CITY: MCMURRAY STATE: PA ZIP: 15317 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001910411 XXXXXXXX 06-30-2022 06-30-2022 false Confluence Wealth Services, Inc.

732 E MCMURRAY ROAD MCMURRAY PA 15317

13F HOLDINGS REPORT 028-21727 N James A Wilding 412-394-3134 James A Wilding MCMURRAY PA 08-15-2022 0 268 227605 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COMPANY COM 88579Y101 646 4323 SH SOLE None 0 0 4323 ABBOTT LABS COM 002824100 2216 20059 SH SOLE None 0 0 20059 ABBVIE INCORPORATED COM 00287Y109 3724 26216 SH SOLE None 0 0 26216 ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A G1151C101 254 810 SH SOLE None 0 0 810 ACV AUCTIONS INCORPORATED COM CLASS A COM CL A 00091G104 179 20750 SH SOLE None 0 0 20750 ADAMS DIVERSIFIED EQUITY FD COM 006212104 591 34874 SH SOLE None 0 0 34874 ADVANCED MICRO DEVICES INCORPORATED COM 007903107 258 2635 SH SOLE None 0 0 2635 AFLAC INCORPORATED COM 001055102 705 11264 SH SOLE None 0 0 11264 AIR PRODUCTS CHEMICALS INCORPORATED COM 009158106 1516 5726 SH SOLE None 0 0 5726 AIRBNB INCORPORATED COM CLASS A COM CL A 009066101 224 1848 SH SOLE None 0 0 1848 ALLIANCEBERNSTEIN GLOBAL HIGH COM 01879R106 170 16106 SH SOLE 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RUS 1000 VAL ETF 464287598 1401 8878 SH SOLE None 0 0 8878 ISHARES TR RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 494 2517 SH SOLE None 0 0 2517 ISHARES TR SP 100 ETF S&P 100 ETF 464287101 515 2687 SH SOLE None 0 0 2687 ISHARES TR SP 500 GRWT ETF S&P 500 GRWT ETF 464287309 682 9801 SH SOLE None 0 0 9801 ISHARES TR TIPS BD ETF TIPS BD ETF 464287176 204 1779 SH SOLE None 0 0 1779 JONES LANG LASALLE INCORPORATED COM 48020Q107 511 2806 SH SOLE None 0 0 2806 JPMORGAN EQUITY PREMIUM INCOME ETF EQUITY PREMIUM 46641Q332 252 4401 SH SOLE None 0 0 4401 JPMORGAN U.S. DIVIDEND ETF US DIVIDEND 46641Q795 201 5921 SH SOLE None 0 0 5921 KELLOGG COMPANY COM 487836108 234 3115 SH SOLE None 0 0 3115 KEYCORP COM 493267108 206 10736 SH SOLE None 0 0 10736 KEYSIGHT TECHNOLOGIES INCORPORATED COM 49338L103 240 1440 SH SOLE None 0 0 1440 KINDER MORGAN INCORPORATED DEL COM 49456B101 325 17529 SH SOLE None 0 0 17529 KRAFT HEINZ COMPANY COM 500754106 303 7846 SH SOLE None 0 0 7846 KROGER COMPANY COM 501044101 397 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