Hedge Fund Database

CONFLUENCE FINANCIAL PARTNERS

CONFLUENCE WEALTH SERVICES, INC. Legal Name

Adviser information for CONFLUENCE FINANCIAL PARTNERS last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 42
Investment Advisory/Research 29
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 28
Licensed Agents of an Insurance Company 21
No. of Firms/People that Solicit Clients 4

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 7,559 $2.9B
Non-Discretionary 496 $174.7M
Total 8,055 $3.1B

Clients

Type Number RAUM
Individuals 1,946 $631.9M
HNW Individuals 636 $2.3B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 30 $14.9M
Charitable organizations 11 $32.1M
State or municipal gov entities 1 $15.7M
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 42 $64.8M
Other <5 $225,677
Type Number
No. of Non-RAUM Clients 48
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 2000

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-120711
SEC ERA File Number 801-120711
SEC CIK Numbers 1910411
SEC CRD Numbers 311980
Legal Entity Identifier None

Principal Office

732 E MCMURRAY RD
MCMURRAY
PA
United States
Monday - Friday, 8:30-5:00
Tel: 724-271-8801, Fax: None

Websites

www.youtube.com/channel/ucpukydyxpti31bi5v3enn0a www.confluencefp.com/ open.spotify.com/show/56efdkki30qnfbi7dyt0o6 www.facebook.com/confluencefp/ www.instagram.com/confluencefp/ www.linkedin.com/company/confluence-financial-partners/

Chief Compliance Officer

KATHLEEN THORNHILL
ONE PPG PLACE
SUITE 2420
PITTSBURGH
PA
United States
Tel: 412-815-4732
Fax: 412-391-4089
(Full email address available in API data)

Regulatory Contact

GREGORY WEIMER
CHIEF EXECUTIVE OFFICER
732 E MCMURRAY RD
MCMURRAY
PA
United States
Tel: 724-271-8806
Fax: 724-271-8814
(Full email address available in API data)

Industry Affiliates

CONFLUENCE INSURANCE SERVICES Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WILDING, JAMES, AUSTIN Individual – VICE CHAIR 02/2024 < 5%
WEIMER, GREGORY, JOSEPH Individual – CHIEF EXECUTIVE OFFICER AND CHAIR 02/2021 < 5%
WEIMER, GREGORY, JOSEPH Individual – PRESIDENT 02/2024 < 5%
CONFLUENCE FINANCIAL PARTNERS Domestic Entity – MANAGING MEMBER/SHAREHOLDER 10/2021 > 75%
WEIMER, GREGORY, JOSEPH Individual CONFLUENCE FINANCIAL PARTNERS SHAREHOLDER 11/2013 50-75%
WILDING, JAMES, AUSTIN Individual CONFLUENCE FINANCIAL PARTNERS SHAREHOLDER 11/2013 25-50%
THORNHILL, KATHLEEN, Ann Individual – CHIEF COMPLIANCE OFFICER 07/2022 < 5%

No. Employees, Historic

502502021202220232024202532 on 3/4/202132 on 3/9/202132 on 3/15/202135 on 8/3/202135 on 10/26/202135 on 10/29/202135 on 3/31/202235 on 6/23/202235 on 7/26/202242 on 3/28/202342 on 8/10/202342 on 1/11/202442 on 3/25/2024

RAUM, Historic

4B2B0202120222023202420252200289648 on 8/3/20212200289648 on 10/26/20212200289648 on 10/29/20212508586762 on 3/31/20222508586762 on 6/23/20222508586762 on 7/26/20222469850578 on 3/28/20232469850578 on 8/10/20232469850578 on 1/11/20243055505438 on 3/25/2024

No. Clients, Historic

3,0001,5000202120222023202420250 on 3/4/20210 on 3/9/20210 on 3/15/20212009 on 8/3/20212009 on 10/26/20212009 on 10/29/20212084 on 3/31/20222084 on 6/23/20222084 on 7/26/20222475 on 3/28/20232475 on 8/10/20232475 on 1/11/20242666 on 3/25/2024

Holdings

From latest 13F, filed July 31st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M COMPANY COM 325K 3K –
ABBOTT LABS COM 1M 14K –
ABBVIE INCORPORATED COM 3M 20K –
ABRDN PHYSICAL SILVER SHARES ETF PHYSCL SILVR SHS 236K 8K –
ACCENTURE PLC IRELAND SHS CLASS A SHS CLASS A 968K 3K –
ACV AUCTIONS INCORPORATED COM CLASS A COM CL A 187K 10K –
ADOBE INCORPORATED COM 438K 789 –
ADVANCED MICRO DEVICES INCORPORATED COM 534K 3K –
AFLAC INCORPORATED COM 1M 11K –
AIR PRODUCTS & CHEMICALS INCORPORATED COM 1M 5K –
ALLSTATE CORPORATION COM 1M 8K –
ALPHABET INCORPORATED CAP STK CLASS A CAP STK CL A 6M 30K –
ALPHABET INCORPORATED CAP STK CLASS C CAP STK CL C 4M 20K –
ALTRIA GROUP INCORPORATED COM 2M 49K –
AMAZON COM INCORPORATED COM 5M 27K –
AMERICAN ELEC PWR COMPANY INCORPORATED COM 268K 3K –
AMERICAN EXPRESS COMPANY COM 1M 5K –
AMERICAN FINL GROUP INCORPORATED OHIO COM 867K 7K –
AMGEN INCORPORATED COM 754K 2K –
AMPHENOL CORPORATION NEW CLASS A CL A 288K 4K –
AMPLIFY CYBERSECURITY ETF AMPLIFY CYBERSEC 235K 4K –
ANALOG DEVICES INCORPORATED COM 1M 5K –
ANSYS INCORPORATED COM 503K 2K –
APPLE INCORPORATED COM 39M 185K –
APPLIED MATLS INCORPORATED COM 2M 8K –
ASML HOLDING N V N Y REGISTRY SHS N Y REGISTRY SHS 283K 277 –
ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR 941K 12K –
AT&T INCORPORATED COM 973K 51K –
AUTOLIV INCORPORATED COM 586K 5K –
AUTOMATIC DATA PROCESSING INCORPORATED COM 206K 863 –
BANK AMERICA CORPORATION COM 797K 20K –
BANK NEW YORK MELLON CORPORATION COM 766K 13K –
BARRICK GOLD CORPORATION COM 466K 28K –
BECTON DICKINSON & COMPANY COM 807K 3K –
BERKLEY W R CORPORATION COM 225K 3K –
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW CL B NEW 5M 12K –
BEST BUY INCORPORATED COM 1M 16K –
BLACKSTONE INCORPORATED COM 257K 2K –
BP PLC SPONSORED ADR SPONSORED ADR 358K 10K –
BRISTOL-MYERS SQUIBB COMPANY COM 328K 8K –
BROADCOM INCORPORATED COM 7M 4K –
BROADRIDGE FINL SOLUTIONS INCORPORATED COM 397K 2K –
BROWN & BROWN INCORPORATED COM 235K 3K –
CACI INTERNATIONAL INCORPORATED CLASS A CL A 269K 626 –
CAPITAL GROUP CORE BALANCED ETF SHS 2M 61K –
CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT SHS CREATION UNI 345K 11K –
CAPITAL GROUP DIVID GROWERS ETF SHS ETF 28M 999K –
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT SHS CREATION UNI 134M 4M –
CAPITAL GROUP FIXED INCOME ETF CORE PLUS INCM 15M 686K –
CAPITAL GROUP FXD INCOME ETF MUN INCOME ETF MUNICIPAL INCOME 343K 13K –
CAPITAL GROUP FXD INCOME ETF U S MULTI-SECTOR INCOME ETF US MULTI-SECTOR 2M 92K –
CAPITAL GROUP GLOBAL GROWTH SHS CREATION UNIT SHS CREATION UNI 4M 143K –
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT SHS CREATION UNI 21M 626K –
CAPITAL GROUP INTL EQUITY ETF SHS 3M 104K –
CAPITAL GROUP INTL FOCUS SHS CREATION UNIT SHS CREATION UNI 29M 1M –
CARDINAL HEALTH INCORPORATED COM 842K 9K –
CATERPILLAR INCORPORATED COM 1M 4K –
CENTRAL SECS CORPORATION COM 264K 6K –
CHEVRON CORPORATION NEW COM 6M 41K –
CHIPOTLE MEXICAN GRILL INCORPORATED COM 266K 4K –
CHUBB LIMITED COM 3M 13K –
CINTAS CORPORATION COM 2M 2K –
CISCO SYSTEMS INCORPORATED COM 4M 87K –
CLOROX COMPANY DEL COM 432K 3K –
CME GROUP INCORPORATED COM 2M 8K –
COCA COLA COMPANY COM 1M 18K –
COGNEX CORPORATION COM 955K 20K –
COHERENT CORPORATION COM 355K 5K –
COLGATE PALMOLIVE COMPANY COM 760K 8K –
COMCAST CORPORATION NEW CLASS A CL A 2M 55K –
CONOCOPHILLIPS COM 3M 23K –
CONSOLIDATED EDISON INCORPORATED COM 393K 4K –
CONSTELLATION BRANDS INCORPORATED CLASS A CL A 544K 2K –
CONSTELLATION ENERGY CORPORATION COM 648K 3K –
CORTEVA INCORPORATED COM 518K 10K –
COSTCO WHOLESALE CORPORATION NEW COM 4M 4K –
CROWDSTRIKE HLDGS INCORPORATED CLASS A CL A 490K 1K –
CSX CORPORATION COM 991K 30K –
CUMMINS INCORPORATED COM 944K 3K –
CVS HEALTH CORPORATION COM 581K 10K –
DANAHER CORPORATION COM 843K 3K –
DARDEN RESTAURANTS INCORPORATED COM 1M 9K –
DAVIS SELECT WORLDWIDE ETF SELECT WRLD WI 448K 13K –
DEERE & COMPANY COM 766K 2K –
DELL TECHNOLOGIES INCORPORATED CLASS C CL C 370K 3K –
DEVON ENERGY CORPORATION NEW COM 2M 52K –
DEXCOM INCORPORATED COM 383K 3K –
DIAGEO PLC SPON ADR NEW SPON ADR NEW 281K 2K –
DIAMONDBACK ENERGY INCORPORATED COM 591K 3K –
DICKS SPORTING GOODS INCORPORATED COM 2M 11K –
DIMENSIONAL ETF TRUST INTL VALE ETF INTERNATNAL VAL 42M 1M –
DIMENSIONAL ETF TRUST U S CORE EQUITY 2 ETF US CORE EQUITY 2 588K 18K –
DIMENSIONAL ETF TRUST U S SM CAP ETF US SMALL CAP ETF 41M 683K –
DIMENSIONAL ETF TRUST U S TARGET VALUE ETF US TARGETED VLU 14M 274K –
DIMENSIONAL ETF TRUST US MARKETWIDE VALUE ETF US MKTWIDE VALUE 6M 160K –
DIMENSIONAL ETF TRUST WORLD EX U S CORE EQUITY 2 ETF WORLD EX US CORE 27M 1M –
DISCOVER FINL SVCS COM 274K 2K –
DISNEY WALT COMPANY COM 1M 12K –
DOMINION ENERGY INCORPORATED COM 251K 5K –
DOW INCORPORATED COM 943K 18K –
DTE ENERGY COMPANY COM 308K 3K –
DUKE ENERGY CORPORATION NEW COM NEW COM NEW 2M 15K –
DUPONT DE NEMOURS INCORPORATED COM 937K 12K –
EATON CORPORATION PLC SHS SHS 3M 11K –
EATON VANCE TAX-MANAGED DIVERS COM 179K 13K –
ECOVYST INCORPORATED COM 120K 13K –
EDWARDS LIFESCIENCES CORPORATION COM 529K 6K –
ELI LILLY & COMPANY COM 6M 7K –
EMERSON ELEC COMPANY COM 839K 8K –
ENBRIDGE INCORPORATED COM 375K 11K –
ENERGY VAULT HOLDINGS INCORPORATED COM 13K 13K –
ENTERGY CORPORATION NEW COM 219K 2K –
EOG RES INCORPORATED COM 1M 10K –
ETF OPPORTUNITIES TRUST APPLIED FINANCE VALUATION APPLIED FINA VAL 716K 21K –
EXELON CORPORATION COM 355K 10K –
EXXON MOBIL CORPORATION COM 8M 66K –
FASTENAL COMPANY COM 376K 6K –
FEDEX CORPORATION COM 757K 3K –
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM FNF GROUP COM 1M 25K –
FIRST TRUST CAPITAL STRENGTH ETF CAP STRENGTH ETF 2M 25K –
FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS RISNG DIVD ACHIV 873K 16K –
FIRSTENERGY CORPORATION COM 349K 9K –
FISERV INCORPORATED COM 635K 4K –
FORD MTR COMPANY DEL COM 189K 15K –
FREEPORT-MCMORAN INCORPORATED CLASS B CL B 211K 4K –
GARMIN LIMITED SHS SHS 977K 6K –
GE AEROSPACE COM NEW COM NEW 2M 10K –
GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK COMMON STOCK 215K 3K –
GE VERNOVA INCORPORATED COM 453K 3K –
GENERAL DYNAMICS CORPORATION COM 2M 5K –
GENERAL MLS INCORPORATED COM 620K 10K –
GILEAD SCIENCES INCORPORATED COM 1M 15K –
GLOBAL X URANIUM ETF GLOBAL X URANIUM 615K 21K –
GRACO INCORPORATED COM 294K 4K –
HALLIBURTON COMPANY COM 282K 8K –
HERSHEY COMPANY COM 295K 2K –
HOME DEPOT INCORPORATED COM 6M 17K –
HONEYWELL INTERNATIONAL INCORPORATED COM 307K 1K –
HUNTINGTON BANCSHARES INCORPORATED COM 357K 27K –
ILLINOIS TOOL WKS INCORPORATED COM 964K 4K –
INTEL CORPORATION COM 1M 47K –
INTERCONTINENTAL EXCHANGE INCORPORATED COM 322K 2K –
INTERNATIONAL BUSINESS MACHINES COM 3M 16K –
INTUITIVE SURGICAL INCORPORATED COM NEW COM NEW 344K 774 –
INVESCO FTSE RAFI US 1000 ETF FTSE RAFI 1000 429K 11K –
INVESCO QQQ TR UNIT SER 1 820K 2K –
INVESCO RUSSELL 1000 EQUAL WEIGHT ETF RUSEL 1000 EQL 867K 19K –
INVESCO S&P MIDCAP QUALITY ETF S&P MDCP QUALITY 3M 27K –
IQVIA HLDGS INCORPORATED COM 425K 2K –
ISHARES GOLD TR ISHARES NEW ISHARES NEW 2M 43K –
ISHARES INCORPORATED CORE MSCI EMKT CORE MSCI EMKT 1M 20K –
ISHARES SILVER TR ISHARES ISHARES 1M 38K –
ISHARES TR 1 3 YR TREAS BD 1 3 YR TREAS BD 2M 23K –
ISHARES TR 3 7 YR TREAS BD 3 7 YR TREAS BD 393K 3K –
ISHARES TR BB RAT CORP BD BB RAT CORP BD 2M 39K –
ISHARES TR CORE DIV GRWTH CORE DIV GRWTH 38M 667K –
ISHARES TR CORE MSCI EAFE CORE MSCI EAFE 4M 56K –
ISHARES TR CORE MSCI TOTAL CORE MSCI TOTAL 426K 6K –
ISHARES TR CORE S&P MCP ETF CORE S&P MCP ETF 1M 23K –
ISHARES TR CORE S&P SCP ETF CORE S&P SCP ETF 321K 3K –
ISHARES TR CORE S&P TTL STK CORE S&P TTL STK 366K 3K –
ISHARES TR CORE S&P500 ETF CORE S&P500 ETF 8M 14K –
ISHARES TR ESG SCRND S&P500 ESG SCRND S&P500 203K 5K –
ISHARES TR INTL DIV GRWTH INTL DIV GRWTH 7M 110K –
ISHARES TR ISHS 1-5YR INVS ISHS 1-5YR INVS 568K 11K –
ISHARES TR MBS ETF MBS ETF 271K 3K –
ISHARES TR MSCI EAFE ETF MSCI EAFE ETF 32M 413K –
ISHARES TR MSCI EMG MKT ETF MSCI EMG MKT ETF 18M 413K –
ISHARES TR MSCI USA MIN VOL MSCI USA MIN VOL 3M 39K –
ISHARES TR MSCI USA QLT FCT MSCI USA QLT FCT 368K 2K –
ISHARES TR MSCI USA VALUE MSCI USA VALUE 258K 2K –
ISHARES TR NATIONAL MUN ETF NATIONAL MUN ETF 3M 30K –
ISHARES TR RUS 1000 GRW ETF RUS 1000 GRW ETF 88M 240K –
ISHARES TR RUS 1000 VAL ETF RUS 1000 VAL ETF 5M 26K –
ISHARES TR RUS 2000 GRW ETF RUS 2000 GRW ETF 10M 39K –
ISHARES TR RUS TP200 GR ETF RUS TP200 GR ETF 284K 1K –
ISHARES TR RUSSELL 2000 ETF RUSSELL 2000 ETF 1M 5K –
ISHARES TR S&P 100 ETF S&P 100 ETF 654K 2K –
ISHARES TR S&P 500 GRWT ETF S&P 500 GRWT ETF 2M 20K –
ISHARES TR S&P 500 VAL ETF S&P 500 VAL ETF 474K 3K –
ISHARES TR S&P MC 400GR ETF S&P MC 400GR ETF 238K 3K –
ISHARES TR S&P MC 400VL ETF S&P MC 400VL ETF 281K 2K –
ISHARES TR S&P SML 600 GWT S&P SML 600 GWT 201K 2K –
ISHARES TR SHRT NAT MUN ETF SHRT NAT MUN ETF 1M 12K –
ISHARES TR SP SMCP600VL ETF SP SMCP600VL ETF 273K 3K –
ISHARES TR TIPS BD ETF TIPS BD ETF 213K 2K –
ISHARES TR US AER DEF ETF US AER DEF ETF 495K 4K –
JANUS HENDERSON GROUP PLC ORD SHS ORD SHS 1M 30K –
JOHNSON & JOHNSON COM 6M 39K –
JOHNSON CONTROLS INTERNATIONAL PLC SHS SHS 1M 18K –
JONES LANG LASALLE INCORPORATED COM 576K 3K –
JP MORGAN ETF ACTIVE GROWTH ETF ACTIVE GROWTH 680K 9K –
JPMORGAN CHASE & COMPANY COM 9M 46K –
JPMORGAN EQUITY PREMIUM INCOME ETF EQUITY PREMIUM 72M 1M –
JPMorgan High Yield Municipal ETF HIGH YIELD MUNI 338K 7K –
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF NASDAQ EQT PREM 489K 9K –
JPMORGAN US QUALITY FACTOR ETF US QUALTY FCTR 2M 34K –
JPMORGAN US VALUE FACTOR ETF US QUALTY FACTR 2M 52K –
JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHRT INC 731K 14K –
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF ULTRA SHRT MUNCPL 447K 9K –
KINDER MORGAN INCORPORATED DEL COM 555K 28K –
KRAFT HEINZ COMPANY COM 227K 7K –
KROGER COMPANY COM 331K 7K –
KRYSTAL BIOTECH INCORPORATED COM 536K 3K –
L3HARRIS TECHNOLOGIES INCORPORATED COM 1M 6K –
LAM RESEARCH CORPORATION COM 230K 216 –
LANDSTAR SYSTEMS INCORPORATED COM 946K 5K –
LENNAR CORPORATION CLASS A CL A 1M 7K –
LINDE PLC SHS SHS 1M 3K –
LOCKHEED MARTIN CORPORATION COM 880K 2K –
LOWES COMPANIES INCORPORATED COM 886K 4K –
LYONDELLBASELL INDUSTRIES N V SHS A 876K 9K –
MARATHON PETE CORPORATION COM 4M 25K –
MARRIOTT INTERNATIONAL INCORPORATED NEW CLASS A CL A 417K 2K –
MASTERCARD INCORPORATED CLASS A CL A 2M 5K –
MCDONALDS CORPORATION CL A 2M 10K –
MCKESSON CORPORATION COM 2M 3K –
MEDTRONIC PLC SHS SHS 539K 7K –
MERCK & COMPANY INCORPORATED COM 5M 43K –
META PLATFORMS INCORPORATED CLASS A CL A 3M 5K –
METLIFE INCORPORATED COM 587K 8K –
MICROCHIP TECHNOLOGY INCORPORATED COM 985K 11K –
MICRON TECHNOLOGY INCORPORATED COM 490K 4K –
MICROSOFT CORPORATION COM 27M 59K –
MONDELEZ INTERNATIONAL INCORPORATED CLASS A CL A 603K 9K –
MONOLITHIC PWR SYSTEMS INCORPORATED COM 1M 1K –
MOTOROLA SOLUTIONS INCORPORATED COM NEW COM NEW 2M 6K –
NETAPP INCORPORATED COM 638K 5K –
NETFLIX INCORPORATED COM 2M 2K –
NEW YORK TIMES COMPANY CLASS A CL A 1M 20K –
NEWMONT CORPORATION COM 263K 6K –
NEXTERA ENERGY INCORPORATED COM 1M 19K –
NIKE INCORPORATED CLASS B CL B 836K 11K –
NORDSON CORPORATION COM 215K 928 –
NORFOLK SOUTHN CORPORATION COM 950K 4K –
NORTHERN TR CORPORATION COM 394K 5K –
NOVO-NORDISK A S ADR ADR 407K 3K –
NUCOR CORPORATION COM 2M 12K –
NUVEEN ESG LARGE-CAP VALUE ETF NUVEEN ESG LRGVL 378K 10K –
NVIDIA CORPORATION COM 8M 61K –
NXP SEMICONDUCTORS N V COM 1M 4K –
OCCIDENTAL PETE CORPORATION COM 267K 4K –
ONEOK INCORPORATED NEW COM 292K 4K –
ORACLE CORPORATION COM 2M 14K –
OSHKOSH CORPORATION COM 264K 2K –
PACER TRENDPILOT 100 ETF TRENDPILOT 100 627K 9K –
PACER US SMALL CAP CASH COWS 100 ETF PACER US SMALL 2M 44K –
PAYCHEX INCORPORATED COM 1M 12K –
PAYPAL HLDGS INCORPORATED COM 269K 5K –
PEPSICO INCORPORATED COM 5M 29K –
PFIZER INCORPORATED COM 2M 67K –
PHILIP MORRIS INTERNATIONAL INCORPORATED COM 2M 16K –
PHILLIPS 66 COM 938K 7K –
PNC FINL SVCS GROUP INCORPORATED COM 3M 19K –
POLARIS INCORPORATED COM 298K 4K –
PPG INDUSTRIES INCORPORATED COM 1M 10K –
PPL CORPORATION COM 410K 15K –
PRICE T ROWE GROUP INCORPORATED COM 1M 11K –
PROCTER AND GAMBLE COMPANY COM 7M 43K –
PROGRESSIVE CORPORATION COM 531K 3K –
PRUDENTIAL FINL INCORPORATED COM 278K 2K –
PUBLIC SVC ENTERPRISE GRP INCORPORATED COM 863K 12K –
QUALCOMM INCORPORATED COM 2M 8K –
RANGE RES CORPORATION COM 404K 12K –
RAYMOND JAMES FINL INCORPORATED COM 250K 2K –
REGIONS FINANCIAL CORPORATION NEW COM 912K 45K –
REPUBLIC SVCS INCORPORATED COM 279K 1K –
ROBERT HALF INCORPORATED COM 601K 9K –
ROCKWELL AUTOMATION INCORPORATED COM 472K 2K –
RTX CORPORATION COM 517K 5K –
S & T BANCORP INCORPORATED COM 433K 13K –
S&P GLOBAL INCORPORATED COM 1M 2K –
SALESFORCE INCORPORATED COM 646K 3K –
SCHWAB CHARLES CORPORATION COM 220K 3K –
SHELL PLC SPON ADS SPON ADS 280K 4K –
SHERWIN WILLIAMS COMPANY COM 279K 935 –
SHOPIFY INCORPORATED CLASS A CL A 793K 12K –
SNAP ON INCORPORATED COM 466K 2K –
SOUTHERN COMPANY COM 1M 19K –
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF BLOOMBERG 1-3 MO 2M 18K –
SPDR BLOOMBERG CONVERTIBLE SECURITIES ET BBG CONV SEC ETF 1M 16K –
SPDR COMMUNICATION SERVICES SELECT SECTOR FUND COMMUNICATION 295K 3K –
SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND SBI CONS DISCR 331K 2K –
SPDR ENERGY SELECT SECTOR FUND ENERGY 363K 4K –
SPDR FINANCIAL SELECT SECTOR FUND FINANCIAL 247K 6K –
SPDR GOLD SHARES GOLD SHS 3M 16K –
SPDR HEALTH CARE SELECT SBI HEALTHCARE 361K 2K –
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF PORTFOLIO DEVLPD 290K 8K –
SPDR PORTFOLIO S&P 500 ETF PORTFOLIO S&P500 1M 16K –
SPDR PORTFOLIO S&P 500 GROWTH ETF PRTFLO S&P500GW 1M 18K –
SPDR PORTFOLIO S&P 500 VALUE ETF PRTFLO S&P500 VL 1M 21K –
SPDR S&P 400 MID CAP GROWTH ETF S&P 400 MDCP GRW 2M 24K –
SPDR S&P 400 MID CAP VALUE ETF S&P 400 MDCP VAL 1M 17K –
SPDR S&P 500 ETF TR UNIT 3M 5K –
SPDR S&P 600 SMALL CAP GROWTH ETF S&P 600 SMCP GRW 2M 23K –
SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PCRP 202K 377 –
SPDR TECHNOLOGY SELECT SECTOR FUND TECHNOLOGY 825K 4K –
STARBUCKS CORPORATION COM 320K 4K –
STERIS PLC SHS USD SHS USD 334K 2K –
STRYKER CORPORATION COM 2M 5K –
SUN LIFE FINANCIAL INCORPORATED COM 244K 5K –
SYNOVUS FINL CORPORATION COM NEW COM NEW 373K 9K –
T ROWE PRICE ETF INC CAPITAL APPRECIATION EQUITY CAP APPRECIATION 282K 9K –
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS SPONSORED ADS 526K 3K –
TARGET CORPORATION COM 747K 5K –
TE CONNECTIVITY LIMITED SHS SHS 324K 2K –
TELEFLEX INCORPORATED COM 212K 1K –
TEREX CORPORATION NEW COM 935K 17K –
TESLA INCORPORATED COM 2M 11K –
TEXAS INSTRS INCORPORATED COM 2M 9K –
TEXAS PACIFIC LAND CORPORATION COM 1M 1K –
THE CIGNA GROUP COM 479K 1K –
THERMO FISHER SCIENTIFIC INCORPORATED COM 2M 3K –
TJX COMPANIES INCORPORATED NEW COM 1M 10K –
T-MOBILE US INCORPORATED COM 420K 2K –
TRACTOR SUPPLY COMPANY COM 796K 3K –
TRANE TECHNOLOGIES PLC SHS SHS 840K 3K –
UNION PAC CORPORATION COM 2M 10K –
UNITED PARCEL SERVICE INCORPORATED CLASS B CL B 2M 13K –
UNITEDHEALTH GROUP INCORPORATED COM 3M 5K –
US BANCORP DEL COM NEW COM NEW 243K 6K –
VALERO ENERGY CORPORATION COM 1M 8K –
VALLEY NATL BANCORP COM 385K 55K –
VANECK GOLD MINERS ETF GOLD MINERS ETF 286K 8K –
VANECK SEMICONDUCTOR ETF SEMICONDUCTR ETF 294K 1K –
VANGUARD CONSUMER DISCRETIONARY ETF CONSUM DIS ETF 393K 1K –
VANGUARD DIVIDEND APPRECIATION ETF DIV APP ETF 92M 505K –
VANGUARD ESG INTERNATIONAL STOCK ETF ESG INTL STK ETF 312K 5K –
VANGUARD ESG US STOCK ETF ESG US STK ETF 451K 5K –
VANGUARD EXTENDED MARKET ETF EXTEND MKT ETF 782K 5K –
VANGUARD FTSE ALL-WORLD EX-US ETF ALLWRLD EX US 222K 4K –
VANGUARD FTSE DEVELOPED MARKETS ETF VAN FTSE DEV MKT 545K 11K –
VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 238K 5K –
VANGUARD GROWTH ETF GROWTH ETF 326K 871 –
VANGUARD HIGH DIVIDEND YIELD ETF HIGH DIV YLD 3M 22K –
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW S & P 500 ETF SHS 1M 3K –
VANGUARD INFORMATION TECHNOLOGY ETF INF TECH ETF 1M 2K –
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF INTL HIGH ETF 57M 835K –
VANGUARD MID-CAP ETF MID CAP ETF 319K 1K –
VANGUARD S&P 500 VALUE ETF 500 VAL IDX FD 388K 2K –
VANGUARD SMALL-CAP ETF SMALL CP ETF 491K 2K –
VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT 1M 5K –
VANGUARD VALUE ETF VALUE ETF 602K 4K –
VERIZON COMMUNICATIONS INCORPORATED COM 3M 65K –
VERTEX PHARMACEUTICALS INCORPORATED COM 357K 762 –
VISA INCORPORATED COM CLASS A COM CL A 5M 20K –
VISTRA CORPORATION COM 267K 3K –
VOYA FINANCIAL INCORPORATED COM 717K 10K –
WABTEC COM 306K 2K –
WALMART INCORPORATED COM 5M 67K –
WASTE MGMT INCORPORATED DEL COM 2M 9K –
WATSCO INCORPORATED COM 1M 2K –
WEC ENERGY GROUP INCORPORATED COM 392K 5K –
WELLS FARGO COMPANY NEW COM 440K 7K –
WHEATON PRECIOUS METALS CORPORATION COM 277K 5K –
WILLIAMS COMPANIES INCORPORATED COM 297K 7K –
WILLIAMS SONOMA INCORPORATED COM 426K 2K –
WORLD GOLD TR SPDR GOLD MINISHARES TR NEW SPDR GLD MINIS 2M 33K –
YUM BRANDS INCORPORATED COM 720K 5K –
ZOETIS INCORPORATED CLASS A CL A 233K 1K –