Chief Compliance Officer

0001910411-23-000003.txt : 20230512 0001910411-23-000003.hdr.sgml : 20230512 20230511173135 ACCESSION NUMBER: 0001910411-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230512 DATE AS OF CHANGE: 20230511 EFFECTIVENESS DATE: 20230512 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: 23912379 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 X0202 13F-HR LIVE false true false 0001910411 XXXXXXXX 03-31-2023 03-31-2023 Confluence Wealth Services, Inc.

732 E MCMURRAY ROAD MCMURRAY PA 15317

13F HOLDINGS REPORT 028-21727 000311980 801-120711 N Kathleen Thornhill Chief Compliance Officer 4128154732 Kathleen Thornhill Pittsburgh PA 05-11-2023 0 259 428806519 false INFORMATION TABLE 2 xmldeveloperq12023.xml CFP INFO TABLE 2023 Q1 3M COMPANY COM 88579Y101 327733 3118 SH SOLE 0 0 3118 ABBOTT LABS COM 002824100 1023796 10111 SH SOLE 0 0 10111 ABBVIE INCORPORATED COM 00287Y109 2605262 16347 SH SOLE 0 0 16347 ACV AUCTIONS INCORPORATED COM CLASS A COM CL A 00091G104 216346 16758 SH SOLE 0 0 16758 AFLAC INCORPORATED COM 001055102 693645 10751 SH SOLE 0 0 10751 AGILE THERAPEUTICS INCORPORATED COM NEW COM NEW 00847L209 2520 11250 SH SOLE 0 0 11250 AIR PRODUCTS & CHEMICALS INCORPORATED COM 009158106 1478995 5150 SH SOLE 0 0 5150 ALLSTATE CORPORATION COM 020002101 841258 7592 SH SOLE 0 0 7592 ALPHABET INCORPORATED CAP STK CLASS A CAP STK CL A 02079K305 2721253 26234 SH SOLE 0 0 26234 ALPHABET INCORPORATED CAP STK CLASS C CAP STK CL C 02079K107 1340768 12892 SH SOLE 0 0 12892 ALTRIA 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