Essex Financial Services

Latest statistics and disclosures from Essex Financial Services's latest quarterly 13F-HR filing:

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Positions held by Essex Financial Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Essex Financial Services

Essex Financial Services holds 509 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Essex Financial Services has 509 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 5.5 $53M 274k 192.53
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Microsoft Stock (MSFT) 3.4 $33M 89k 376.04
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Invesco Qqq Trust Etf (QQQ) 3.3 $32M 78k 409.52
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Vanguard S&p 500 Growth Etf Etf (VOOG) 2.2 $21M +2% 78k 270.79
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Spdr S&p 500 Etf Etf (SPY) 1.9 $19M +11% 39k 475.32
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Compass Diversified Holdings Stock (CODI) 1.8 $17M 774k 22.45
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Amazon.com Stock (AMZN) 1.7 $17M 111k 151.94
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Vanguard High Dividend Yield Etf (VYM) 1.7 $17M +2% 149k 111.63
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Google Stock (GOOGL) 1.6 $15M 110k 139.69
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Eli Lilly & Co Stock (LLY) 1.5 $15M 25k 582.92
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Proshares Tr S&p 500 Aristocrats Etf (NOBL) 1.5 $14M -4% 151k 95.20
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Spdr Gold Etf Etf (GLD) 1.5 $14M +7% 75k 191.17
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Texas Pacific Land Corporation Stock (TPL) 1.3 $13M +8% 8.1k 1572.53
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Exxon Mobil Corp Stock (XOM) 1.2 $12M +7% 119k 99.98
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Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 1.2 $12M 32k 356.66
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Invesco S&p 500 Equal Weight Etf Etf (RSP) 1.1 $11M 70k 157.80
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Johnson & Johnson Stock (JNJ) 1.1 $10M 66k 156.74
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Jpmorgan Chase & Co Stock (JPM) 1.0 $10M -4% 60k 170.10
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Vanguard Dividend Appreciation Etf Etf (VIG) 1.0 $9.6M 56k 170.40
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Pimco Enhanced Short Maturity Etf Etf (MINT) 1.0 $9.5M +9% 96k 99.79
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Vanguard Value Etf Etf (VTV) 1.0 $9.5M +7% 64k 149.50
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Jpmorgan Ultra-short Income Etf Etf (JPST) 1.0 $9.3M +12% 185k 50.23
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Ishares S&p 500 Index Etf (IVV) 0.9 $8.9M +26% 19k 477.64
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Procter And Gamble Stock (PG) 0.9 $8.3M 57k 146.54
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Nvidia Corp Stock (NVDA) 0.9 $8.2M +10% 17k 495.23
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Pfizer Stock (PFE) 0.8 $7.8M -2% 271k 28.79
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Ishares Core Dividend Growth Etf Etf (DGRO) 0.8 $7.7M 144k 53.82
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Tesla Motors Stock (TSLA) 0.8 $7.3M 30k 248.49
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Chevron Corp Stock (CVX) 0.7 $7.1M +9% 48k 149.16
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Vanguard Total Stk Mkt Etf (VTI) 0.7 $6.9M +10% 29k 237.22
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Sprott Physical Gold Tr Unit Cef (PHYS) 0.7 $6.8M 426k 15.93
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Rtx Corporation Stock (RTX) 0.7 $6.5M 78k 84.14
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Unitedhealth Group Stock (UNH) 0.6 $6.1M -3% 12k 526.51
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Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.6 $6.1M 43k 140.93
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Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV) 0.6 $6.0M 77k 78.03
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Visa Stock (V) 0.6 $6.0M +2% 23k 260.36
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Powershares Sp500 Low Volatility Etf Etf (SPLV) 0.6 $5.8M 93k 62.66
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Blue Foundry Bancorp Stock (BLFY) 0.6 $5.7M 592k 9.67
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Home Depot Stock (HD) 0.6 $5.7M 16k 346.55
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Spdr Ser Tr S&p Divid Etf Etf (SDY) 0.6 $5.4M -2% 43k 124.97
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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT) 0.5 $5.3M +40% 51k 105.23
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Roper Industries Stock (ROP) 0.5 $5.2M 9.5k 545.23
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Vanguard Mid Cap Etf (VO) 0.5 $5.1M +8% 22k 232.64
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Wisdomtree Floating Rate Treasury Fund Etf (USFR) 0.5 $5.1M -34% 101k 50.24
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Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.5 $5.0M +3% 91k 54.98
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Ishares Core S&p Mid Cap Etf Etf (IJH) 0.5 $5.0M +6% 18k 277.15
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Intl Business Machines Stock (IBM) 0.5 $4.9M +2% 30k 163.55
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Adobe Sys Stock (ADBE) 0.5 $4.8M 8.1k 596.60
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Ishares Tr Russell Midcap Index Etf (IWR) 0.5 $4.8M +7% 62k 77.73
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Meta Platforms Inc Cl A Stock (META) 0.5 $4.7M +5% 13k 353.98
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Vanguard Small Cap Etf Etf (VB) 0.5 $4.6M +14% 22k 213.34
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Pepsico Stock (PEP) 0.5 $4.6M 27k 169.84
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Abbvie Stock (ABBV) 0.5 $4.5M 29k 154.97
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Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.4 $4.3M 8.00 542625.00
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Invesco S&p 500 Quality Etf Etf (SPHQ) 0.4 $4.1M 76k 54.08
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Coca Cola Stock (KO) 0.4 $4.0M 68k 58.93
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Merck & Co Stock (MRK) 0.4 $4.0M 37k 109.02
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Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL) 0.4 $3.9M -5% 53k 73.57
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Ishares S&p Smallcap 600 Etf Etf (IJR) 0.4 $3.8M 35k 108.25
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Cisco Sys Stock (CSCO) 0.4 $3.8M 74k 50.52
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Ishares Russell 1000 Growth Etf Etf (IWF) 0.4 $3.8M +7% 12k 303.17
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Bank America Corp Stock (BAC) 0.4 $3.5M 105k 33.67
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Caterpillar Stock (CAT) 0.3 $3.4M +2% 11k 295.68
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Vanguard Growth Etf Etf (VUG) 0.3 $3.3M 11k 310.89
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Union Pac Corp Stock (UNP) 0.3 $3.3M 14k 245.64
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Tjx Cos Stock (TJX) 0.3 $3.3M 35k 93.81
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Mcdonalds Corp Stock (MCD) 0.3 $3.3M 11k 296.52
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Capital Group Core Equity Etf Etf (CGUS) 0.3 $3.3M +34% 115k 28.30
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First Trust Capital Strength Etf Etf (FTCS) 0.3 $3.2M -2% 41k 80.04
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Blackstone Group Stock (BX) 0.3 $3.2M 24k 130.92
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Vanguard Small Cap Value Etf Etf (VBR) 0.3 $3.1M -8% 17k 179.97
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General Dynamics Corp Stock (GD) 0.3 $3.1M 12k 259.68
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Ishares Core Msci Total International Stock Etf Etf (IXUS) 0.3 $3.0M 46k 64.93
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Thermo Fisher Scientific Stock (TMO) 0.3 $3.0M -3% 5.6k 530.80
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Cigna Corp Stock (CI) 0.3 $2.9M 9.7k 299.46
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Capital Group Dividend Value Etf Etf (CGDV) 0.3 $2.9M +12% 97k 29.84
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Vanguard S&p 500 Etf Etf (VOO) 0.3 $2.9M +25% 6.6k 436.85
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Ishares Dj Select Dividend Etf (DVY) 0.3 $2.8M -7% 24k 117.22
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Lockheed Martin Corp Stock (LMT) 0.3 $2.8M 6.3k 453.28
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Pioneer Natural Resources Stock (PXD) 0.3 $2.8M +13% 12k 224.89
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Automatic Data Processing Stock (ADP) 0.3 $2.7M 11k 232.99
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Ishares Russell 1000 Value Etf Etf (IWD) 0.3 $2.6M +19% 16k 165.25
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Costco Wholesale Corp Stock (COST) 0.3 $2.6M +3% 4.0k 660.19
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Verizon Communications Stock (VZ) 0.3 $2.5M +5% 66k 37.70
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Market Vectors Etf Trmorningstar Wide Moat Researchetf Etf (MOAT) 0.3 $2.5M +48% 29k 84.87
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Elevance Health Stock (ELV) 0.3 $2.5M +8% 5.3k 471.64
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Southern Stock (SO) 0.3 $2.5M 36k 70.12
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Intel Corp Stock (INTC) 0.3 $2.4M -2% 49k 50.25
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Alps Trust Etf Alerian M Etf (AMLP) 0.2 $2.4M +5% 57k 42.52
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Ishares Core S&p U.s. Growth Etf Etf (IUSG) 0.2 $2.4M +8% 23k 104.10
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Cvs Health Corp Stock (CVS) 0.2 $2.4M -8% 30k 78.96
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Carrier Global Corporation Stock (CARR) 0.2 $2.3M -14% 40k 57.45
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Oracle Corporation Stock (ORCL) 0.2 $2.2M +3% 21k 105.43
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Honeywell Intl Stock (HON) 0.2 $2.2M -8% 11k 209.71
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Vanguard Ftse Developed Markets Etf Etf (VEA) 0.2 $2.2M +7% 47k 47.90
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Sprott Focus Tr Cef (FUND) 0.2 $2.2M 272k 8.00
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Deere & Co Stock (DE) 0.2 $2.2M +12% 5.4k 399.93
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Conocophillips Stock (COP) 0.2 $2.1M +12% 18k 116.07
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Cheniere Energy Stock (LNG) 0.2 $2.1M +33% 12k 170.71
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Boeing Stock (BA) 0.2 $2.1M 8.1k 260.68
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General Electric Stock (GE) 0.2 $2.1M -4% 17k 127.63
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Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ) 0.2 $2.1M +10% 77k 26.99
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Abbott Labs Stock (ABT) 0.2 $2.1M 19k 110.07
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Vanguard Short Term Corp Bond Fd Etf Etf (VCSH) 0.2 $2.0M +77% 26k 77.37
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Silver Wheaton Corp Stock (WPM) 0.2 $2.0M +11% 41k 49.34
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Avago Technologies Stock (AVGO) 0.2 $2.0M +11% 1.8k 1116.58
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Diamondback Energy Stock (FANG) 0.2 $2.0M +47% 13k 155.09
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Ishares Msci Global Metals & Mining Producers Etf Etf (PICK) 0.2 $2.0M NEW 46k 43.07
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Ppg Inds Stock (PPG) 0.2 $2.0M 13k 149.55
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Philip Morris Intl Stock (PM) 0.2 $1.9M 21k 94.08
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Ishares S&p 500 Growth Etf Etf (IVW) 0.2 $1.9M -10% 26k 75.10
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Vaneck Inflation Allocation Etf Etf (RAAX) 0.2 $1.9M -12% 73k 25.54
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Proshares Russell 2000 Dividend Growers Etf Etf (SMDV) 0.2 $1.8M 28k 65.01
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Vanguard Total Intl Stock Idex Etf Etf (VXUS) 0.2 $1.8M +4% 31k 57.96
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Vanguard Energy Etf (VDE) 0.2 $1.8M +29% 15k 117.28
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Amgen Stock (AMGN) 0.2 $1.8M -2% 6.1k 288.07
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Goldman Sachs Group Stock (GS) 0.2 $1.8M +12% 4.5k 385.84
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Spdr Dow Jones Industrial Etf Etf (DIA) 0.2 $1.7M 4.6k 376.91
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Stanley Black & Decker Stock (SWK) 0.2 $1.7M 18k 98.10
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Schwab Us Dividend Equity Etf Etf (SCHD) 0.2 $1.7M 23k 76.13
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Bristol-myers Squibb Stock (BMY) 0.2 $1.7M -13% 34k 51.31
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Norfolk Southern Crp Stock (NSC) 0.2 $1.7M 7.3k 236.39
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Alibaba Group Hldg Adr (BABA) 0.2 $1.7M -6% 22k 77.51
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Walmart Stock (WMT) 0.2 $1.7M +18% 11k 157.66
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Powershares Ftse Rafi Us 1000 Etf (PRF) 0.2 $1.7M 48k 35.20
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Ishares S&p 500 Value Etf Etf (IVE) 0.2 $1.7M +9% 9.5k 173.89
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Strive 500 Etf Etf (STRV) 0.2 $1.7M NEW 54k 30.57
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Fidelity High Dividend Etf Etf (FDVV) 0.2 $1.6M +36% 39k 42.28
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Devon Energy Corp Stock (DVN) 0.2 $1.6M -11% 36k 45.30
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Vanguard Health Care Etf Etf (VHT) 0.2 $1.5M 6.2k 250.71
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Nextera Energy Stock (NEE) 0.2 $1.5M 26k 60.74
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Otis Worldwide Corp Stock (OTIS) 0.2 $1.5M -14% 17k 89.47
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Invesco Buyback Achievers Etf Etf (PKW) 0.2 $1.5M 15k 99.03
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Altria Group Stock (MO) 0.2 $1.5M -3% 37k 40.34
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Ishares Semiconductor Etf Etf (SOXX) 0.2 $1.5M +5% 2.6k 576.25
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Pimco Enhanced Low Duration Active Etf Etf (LDUR) 0.2 $1.5M -15% 16k 94.76
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Vanguard Information Technology Etf (VGT) 0.2 $1.5M 3.0k 484.05
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Pnc Finl Svcs Group Stock (PNC) 0.1 $1.4M +3% 9.3k 154.86
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Spdr Gold Minishares Trust Etf (GLDM) 0.1 $1.4M +7% 35k 40.91
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Franco Nevada Corp Com Npv Isin #ca3518581051 Sedol #b29nf31 Stock (FNV) 0.1 $1.4M -8% 13k 110.81
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Idexx Labs Stock (IDXX) 0.1 $1.4M -3% 2.5k 555.05
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Mastercard Stock (MA) 0.1 $1.4M +4% 3.3k 426.56
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3M Stock (MMM) 0.1 $1.4M 13k 109.33
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Asml Holding N V N Y Registry Adr (ASML) 0.1 $1.4M +53% 1.8k 757.26
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Vanguard International High Dividend Yield Etf Etf (VYMI) 0.1 $1.4M +64% 20k 66.49
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Mckesson Corp Stock (MCK) 0.1 $1.3M +5% 2.9k 463.00
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Disney Walt Stock (DIS) 0.1 $1.3M -3% 15k 90.30
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Duke Energy Corp Stock (DUK) 0.1 $1.3M -20% 14k 97.04
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Ishares Russell 2000 Etf Etf (IWM) 0.1 $1.3M -3% 6.5k 200.73
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Goldman Sachs Physical Gold Etf Etf 0.1 $1.3M +14% 64k 20.44
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Qualcomm Stock (QCOM) 0.1 $1.3M +3% 9.0k 144.64
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Danaher Corp Stock (DHR) 0.1 $1.3M -14% 5.5k 231.36
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Ares Capital Corp Cef (ARCC) 0.1 $1.3M 63k 20.03
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At&t Stock (T) 0.1 $1.3M -19% 75k 16.78
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Ishares Russell Midcap Growth Etf Etf (IWP) 0.1 $1.3M +46% 12k 104.46
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Cummins Stock (CMI) 0.1 $1.2M 5.2k 239.62
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Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP) 0.1 $1.2M -4% 9.0k 136.92
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Vanguard Short Term Infl-protected Etf (VTIP) 0.1 $1.2M 26k 47.49
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Dimensional Us Large Cap Value Etf Etf (DFLV) 0.1 $1.2M -33% 45k 27.05
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Vanguard S&p 500 Value Etf Etf (VOOV) 0.1 $1.2M +31% 7.3k 167.96
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Kkr & Co Stock (KKR) 0.1 $1.2M -2% 15k 82.85
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Vanguard Financials Etf Etf (VFH) 0.1 $1.2M 13k 92.26
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Eversource Energy Stock (ES) 0.1 $1.2M -18% 19k 61.72
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Lowes Cos Stock (LOW) 0.1 $1.2M 5.3k 222.59
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Dow Stock (DOW) 0.1 $1.2M +3% 21k 54.84
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Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.1 $1.2M 15k 79.34
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Travelers Companies Stock (TRV) 0.1 $1.2M 6.1k 190.51
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Iron Mountain Reit (IRM) 0.1 $1.2M +3% 17k 69.98
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Starbucks Corp Stock (SBUX) 0.1 $1.2M -9% 12k 96.02
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Fidelity Enhanced Large Cap Value Etf Etf 0.1 $1.1M NEW 43k 26.85
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Linde Stock (LIN) 0.1 $1.1M +3% 2.8k 410.83
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Oneok Stock (OKE) 0.1 $1.1M 16k 70.22
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Eastern Bankshares Stock (EBC) 0.1 $1.1M -10% 79k 14.20
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Allstate Corp Stock (ALL) 0.1 $1.1M 7.9k 139.98
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Ishares Tr Russell 1000 Index Etf Etf (IWB) 0.1 $1.1M +145% 4.2k 262.27
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Ishares S&p U.s. Preferred Stock Etf Etf (PFF) 0.1 $1.1M -10% 35k 31.19
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Colgate Palmolive Stock (CL) 0.1 $1.1M 14k 79.72
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Rio Tinto Adr (RIO) 0.1 $1.1M -31% 14k 74.46
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Csx Corp Stock (CSX) 0.1 $1.1M 31k 34.67
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Financial Select Sector Spdr Etf (XLF) 0.1 $1.1M -19% 28k 37.60
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Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 0.1 $1.1M +215% 41k 25.66
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Ishares Silver Trust Etf Etf (SLV) 0.1 $1.0M +11% 48k 21.78
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American Tower Corp Reit (AMT) 0.1 $1.0M +49% 4.8k 215.89
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S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY) 0.1 $1.0M +3% 2.1k 507.38
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Canadian National Railway Stock (CNI) 0.1 $1.0M 8.3k 125.63
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Medtronic Stock (MDT) 0.1 $1.0M -21% 12k 82.38
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Energy Select Sector Spdr Etf (XLE) 0.1 $1.0M -7% 12k 83.84
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Accenture Ltd Bermuda Cl A Stock (ACN) 0.1 $1000k +5% 2.8k 350.98
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Webster Finl Corp Conn Stock (WBS) 0.1 $999k -45% 20k 50.76
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Mondelez Intl Inc Cl A Stock (MDLZ) 0.1 $995k 14k 72.43
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Invesco Nasdaq 100 Etf Etf (QQQM) 0.1 $994k +22% 5.9k 168.55
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Freeport Mcmoran Copper Stock (FCX) 0.1 $987k -18% 23k 42.57
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Taiwan Semiconductor Manufacturing Adr (TSM) 0.1 $986k 9.5k 104.00
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Archer Daniels Midland Stock (ADM) 0.1 $986k +27% 14k 72.22
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Emerson Elec Stock (EMR) 0.1 $982k 10k 97.33
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Is Guggenheim S&p 500 Pure Growth Eft Etf (RPG) 0.1 $980k 30k 32.26
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Waste Management Stock (WM) 0.1 $957k 5.3k 179.13
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Vanguard Short Term Bond Etf (BSV) 0.1 $955k +11% 12k 77.02
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Jpmorgan Ultra-short Municipal Income Etf Etf (JMST) 0.1 $945k -17% 19k 50.74
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Seagate Technology Stock (STX) 0.1 $941k +6% 11k 85.37
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Ishares Core S&p Us Value Etf Etf (IUSV) 0.1 $939k 11k 84.33
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Ishares Trust S&p Global Info Technology Etf (IXN) 0.1 $934k 14k 68.18
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Permian Basin Realty Stock (PBT) 0.1 $932k +26% 67k 13.96
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Chubb Stock (CB) 0.1 $930k +2% 4.1k 226.04
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Ishares Dj Us Technology Etf (IYW) 0.1 $922k 7.5k 122.75
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Sherwin Williams Stock (SHW) 0.1 $918k 2.9k 312.00
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Wells Fargo Stock (WFC) 0.1 $916k -29% 19k 49.22
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Sonoco Prods Stock (SON) 0.1 $915k -7% 16k 55.87
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Grainger W W Stock (GWW) 0.1 $907k 1.1k 829.05
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Invesco Energy Exploration & Production Etf Etf (PXE) 0.1 $901k 29k 30.90
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Pimco Active Bond Etf Etf (BOND) 0.1 $897k +83% 9.7k 92.46
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Global X U.s. Infrastructure Development Etf Etf (PAVE) 0.1 $894k +29% 26k 34.46
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M & T Bk Corp Stock (MTB) 0.1 $879k -36% 6.4k 137.10
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Ishares Nasdaq Biotechnology Etf (IBB) 0.1 $878k -6% 6.5k 135.85
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Vanguard European Etf (VGK) 0.1 $875k -8% 14k 64.48
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Vanguard Total World Stock Etf Etf (VT) 0.1 $865k 8.4k 102.89
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Sabine Royalty Trust Stock (SBR) 0.1 $864k +12% 13k 67.86
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Novo-nordisk A/s Adr Adr Cmn Adr (NVO) 0.1 $856k +19% 8.3k 103.46
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Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF) 0.1 $852k NEW 18k 48.03
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Ishares U.s. Aerospace & Defense Etf Etf (ITA) 0.1 $848k -12% 6.7k 126.61
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Target Corp Stock (TGT) 0.1 $845k 5.9k 142.44
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Air Prods & Chems Stock (APD) 0.1 $843k 3.1k 273.81
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Eog Resources Stock (EOG) 0.1 $843k +88% 7.0k 120.95
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Constellation Brands Inc Cl A Stock (STZ) 0.1 $842k -3% 3.5k 241.76
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Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $822k +45% 3.2k 259.54
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United Parcel Service Stock (UPS) 0.1 $816k +5% 5.2k 157.24
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Advanced Micro Devices Stock (AMD) 0.1 $813k +10% 5.5k 147.42
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Citigroup Stock (C) 0.1 $811k 16k 51.44
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Marriott Intl Stock (MAR) 0.1 $811k 3.6k 225.51
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Ishares Morningstar Growth Etf Etf (ILCG) 0.1 $797k 12k 67.82
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 0.1 $778k -3% 19k 41.10
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Stryker Corp Stock (SYK) 0.1 $770k 2.6k 299.52
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Lamar Advertising Co A Class A Reit (LAMR) 0.1 $765k +8% 7.2k 106.29
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Realty Income Corp Reit (O) 0.1 $759k -5% 13k 57.42
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Unilever Adr (UL) 0.1 $755k -3% 16k 48.48
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Global X U.s. Preferred Etf Etf (PFFD) 0.1 $750k -15% 39k 19.40
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Spdr Index Shs Fds S&p Emerging Mkts Sm Cap Etf Etf (EWX) 0.1 $747k 13k 56.46
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Hercules Capital Cef (HTGC) 0.1 $741k +7% 45k 16.67
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American Express Stock (AXP) 0.1 $735k +2% 3.9k 187.37
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Booking Holdings Stock (BKNG) 0.1 $731k 206.00 3547.22
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Kinder Morgan Stock (KMI) 0.1 $719k 41k 17.64
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Whirlpool Corp Stock (WHR) 0.1 $713k +47% 5.9k 121.77
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Comcast Corp New Cl A Stock (CMCSA) 0.1 $708k -7% 16k 43.85
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Easterly Govt Pptys Reit (DEA) 0.1 $707k +8% 53k 13.44
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Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE) 0.1 $701k -14% 4.8k 145.02
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Ishares 10-20 Year Treasury Bond Etf Etf (TLH) 0.1 $691k -14% 6.4k 108.28
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Chicago Mercantile Hldgs Stock (CME) 0.1 $691k +2% 3.3k 210.65
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Vanguard Large Cap Etf (VV) 0.1 $673k 3.1k 218.17
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Schlumberger Ltd Com Stk Stock (SLB) 0.1 $670k 13k 52.04
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Vanguard Reit Index Etf Etf (VNQ) 0.1 $669k +10% 7.6k 88.36
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Past Filings by Essex Financial Services

SEC 13F filings are viewable for Essex Financial Services going back to 2011

View all past filings