0001910411-23-000004.txt : 20230801 0001910411-23-000004.hdr.sgml : 20230801 20230801144419 ACCESSION NUMBER: 0001910411-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230801 DATE AS OF CHANGE: 20230801 EFFECTIVENESS DATE: 20230801 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: 231131145 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 true 0001910411 XXXXXXXX 06-30-2023 06-30-2023 Confluence Wealth Services, Inc.

732 E MCMURRAY ROAD MCMURRAY PA 15317

13F HOLDINGS REPORT 028-21727 000311980 801-120711 N Kathleen Thornhill 4128154732 Kathleen Thornhill Pittsburgh PA 08-01-2023 0 260 471859735 false INFORMATION TABLE 2 xmldeveloperq2-2023.xml 3M COMPANY COM 88579Y101 579321 5788 SH SOLE 0 0 5788 ABBOTT LABS COM 002824100 1106102 10146 SH SOLE 0 0 10146 ABBVIE INCORPORATED COM 00287Y109 2205830 16372 SH SOLE 0 0 16372 ACV AUCTIONS INCORPORATED COM CLASS A COM CL A 00091G104 289411 16758 SH SOLE 0 0 16758 AFLAC INCORPORATED COM 001055102 715998 10258 SH SOLE 0 0 10258 AIR PRODUCTS & CHEMICALS INCORPORATED COM 009158106 1536689 5130 SH SOLE 0 0 5130 ALLSTATE CORPORATION COM 020002101 824158 7558 SH SOLE 0 0 7558 ALPHABET INCORPORATED CAP STK CLASS A CAP STK CL A 02079K305 3147871 26298 SH SOLE 0 0 26298 ALPHABET INCORPORATED CAP STK CLASS C CAP STK CL C 02079K107 1577086 13037 SH SOLE 0 0 13037 ALTRIA GROUP INCORPORATED COM 02209S103 1957747 43217 SH SOLE 0 0 43217 AMAZON COM INCORPORATED COM 023135106 2047565 15707 SH SOLE 0 0 15707 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