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Essex Financial Services

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

Top 5 stock holdings are AAPL, QQQ, MSFT, VOOG, NVDA, and represent 16.30% of Essex Financial Services's stock portfolio.
Added to shares of these 10 stocks: PYLD, RECS, TCAF, CGBL, MINT, JMST, GLDM, JPST, CGGR, VEA.
Started 81 new stock positions in FETH, VST, SNY, MCHI, LEN, FMDE, INCY, GPC, WDC, AJG.
Reduced shares in these 10 stocks: GLD, MOAT, ITOT, VIG, PFE, VZ, Nextera Energy, UNP, DEA, RSP.
Sold out of its positions in AFRM, AEE, AWR, KMX, CMG, CHH, CGTX, CRWV, DOW, DEA. FTNT, URA, PFM, MCHP, NMFC, Nextera Energy, OGN, OXLC, SLM, WBD, SBLK.
Essex Financial Services was a net buyer of stock by $32M.
Essex Financial Services has $1.7B in assets under management (AUM), dropping by 9.67%.
Central Index Key (CIK): 0001315785

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Portfolio Holdings for Essex Financial Services

Essex Financial Services holds 748 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Essex Financial Services has 748 total positions. Only the first 250 positions are shown.

Sign up to view all of the Essex Financial Services Sept. 30, 2025 positions
Download the Essex Financial Services September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.0	$83M		325k	254.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$60M		100k	600.37	View chart
Microsoft Corporation (MSFT)	3.3	$55M		106k	517.95	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	2.4	$40M		91k	435.46	View chart
NVIDIA Corporation (NVDA)	2.1	$35M		188k	186.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$32M		48k	666.18	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$30M	-5%	84k	355.47	View chart
Amazon (AMZN)	1.6	$27M		123k	219.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$27M		111k	243.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$26M	+3%	39k	669.29	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$23M	+2%	166k	140.95	View chart
JPMorgan Chase & Co. (JPM)	1.2	$20M	-2%	64k	315.43	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.2	$20M	-5%	134k	145.65	View chart
Eli Lilly & Co. (LLY)	1.1	$18M	-3%	23k	763.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$17M	-3%	34k	502.74	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.0	$17M	+26%	627k	26.84	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$16M	-4%	82k	189.70	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$16M	+2%	83k	186.49	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.9	$15M	+12%	150k	100.69	View chart
Exxon Mobil Corporation (XOM)	0.9	$15M	-3%	129k	112.75	View chart
Texas Pacific Land Corp (TPL)	0.8	$14M		15k	933.63	View chart
Tesla Motors (TSLA)	0.8	$13M		29k	444.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$13M		52k	243.55	View chart
Raytheon Technologies Corp (RTX)	0.8	$13M		76k	167.33	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.7	$12M	+13%	239k	50.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$12M	-8%	56k	215.79	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.7	$12M		404k	29.62	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.7	$12M	+38%	296k	40.35	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$12M	-2%	116k	103.07	View chart
Meta Platforms Cl A (META)	0.7	$12M	-4%	16k	734.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$11M	+5%	35k	328.17	View chart
Johnson & Johnson (JNJ)	0.7	$11M		59k	185.42	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.6	$11M	+2%	236k	45.21	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.6	$11M		266k	39.54	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$11M	-2%	154k	68.08	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$10M	+3%	21k	479.62	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$9.9M	+6%	237k	42.03	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$9.8M	+5%	134k	73.29	View chart
International Business Machines (IBM)	0.6	$9.4M	-3%	33k	282.16	View chart
Procter & Gamble Company (PG)	0.6	$9.2M	-2%	60k	153.65	View chart
Abbvie (ABBV)	0.5	$8.6M		37k	231.54	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.5	$8.6M	+12%	85k	101.19	View chart
Visa Com Cl A (V)	0.5	$8.6M		25k	341.39	View chart
Ge Aerospace Com New (GE)	0.5	$8.4M	+5%	28k	300.82	View chart
Compass Diversified Sh Ben Int (CODI)	0.5	$8.4M		1.3M	6.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$7.9M	+7%	27k	293.74	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.5	$7.7M	+5%	142k	54.16	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.5	$7.6M	+36%	200k	37.70	View chart
Chevron Corporation (CVX)	0.4	$7.4M		48k	155.29	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$7.3M	+3%	77k	95.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$7.0M	+23%	116k	59.92	View chart
Broadcom (AVGO)	0.4	$6.7M		20k	329.91	View chart
Oracle Corporation (ORCL)	0.4	$6.5M		23k	281.24	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$6.4M		98k	65.26	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.4	$6.3M	+3%	147k	43.20	View chart
Coca-Cola Company (KO)	0.4	$6.3M		95k	66.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$6.2M	+2%	10k	612.38	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$6.1M	+5%	24k	254.28	View chart
Bank of America Corporation (BAC)	0.4	$6.0M	-8%	117k	51.59	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$6.0M		8.00	754200.00	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.4	$5.9M		61k	96.55	View chart
Caterpillar (CAT)	0.4	$5.9M	-6%	12k	477.15	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.4	$5.9M		80k	73.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$5.8M		13k	468.40	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.3	$5.8M		41k	140.05	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$5.8M		101k	57.10	View chart
Blue Foundry Bancorp (BLFY)	0.3	$5.7M	-4%	629k	9.09	View chart
TJX Companies (TJX)	0.3	$5.4M	+2%	37k	144.54	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$5.3M	+39%	70k	76.45	View chart
Cisco Systems (CSCO)	0.3	$5.2M		76k	68.42	View chart
Wal-Mart Stores (WMT)	0.3	$5.1M		50k	103.06	View chart
Home Depot (HD)	0.3	$5.1M	-5%	13k	405.19	View chart
Astera Labs (ALAB)	0.3	$5.1M		26k	195.80	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$5.0M		31k	164.54	View chart
General Dynamics Corporation (GD)	0.3	$4.9M		14k	341.00	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$4.8M		103k	46.24	View chart
Pfizer (PFE)	0.3	$4.7M	-18%	186k	25.48	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$4.7M	+48%	92k	51.04	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$4.7M	+57%	135k	34.72	View chart
Philip Morris International (PM)	0.3	$4.6M	-2%	29k	162.20	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.3	$4.6M	+14%	90k	51.50	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$4.6M	+3%	83k	55.71	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$4.6M	-2%	27k	170.85	View chart
Roper Industries (ROP)	0.3	$4.5M		9.0k	498.69	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$4.3M		45k	96.15	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.3	$4.3M	+29%	100k	42.72	View chart
Ge Vernova (GEV)	0.3	$4.2M	+4%	6.8k	614.92	View chart
Costco Wholesale Corporation (COST)	0.2	$4.1M	-4%	4.4k	925.54	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$4.1M		23k	178.73	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$4.0M	+12%	36k	110.66	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.2	$3.8M	+60%	87k	43.92	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$3.8M	-5%	44k	85.34	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.8M	-2%	7.7k	485.01	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$3.7M	-8%	70k	53.66	View chart
Southern Company (SO)	0.2	$3.7M		39k	94.77	View chart
Goldman Sachs (GS)	0.2	$3.7M		4.7k	796.31	View chart
Nextera Energy (NEE)	0.2	$3.7M	+10%	49k	75.49	View chart
Deere & Company (DE)	0.2	$3.7M	+4%	8.0k	457.28	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$3.6M		18k	203.59	View chart
McDonald's Corporation (MCD)	0.2	$3.6M	-6%	12k	303.88	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.6M	+7%	4.8k	746.66	View chart
Pepsi (PEP)	0.2	$3.6M	+3%	26k	140.44	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$3.6M	+5%	25k	142.41	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$3.6M		32k	111.84	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$3.6M	+11%	3.7k	968.12	View chart
Merck & Co (MRK)	0.2	$3.5M	+9%	42k	83.93	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.4M		37k	93.64	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.2	$3.4M		20k	171.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.4M	-2%	28k	120.72	View chart
Eaton Corp SHS (ETN)	0.2	$3.4M	+4%	9.0k	374.23	View chart
Abbott Laboratories (ABT)	0.2	$3.3M		25k	133.94	View chart
Verizon Communications (VZ)	0.2	$3.3M	-20%	75k	43.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.3M	-6%	16k	208.71	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.2M	-3%	6.4k	499.22	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.2	$3.1M	+12%	89k	35.17	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$3.1M	+21%	37k	84.68	View chart
At&t (T)	0.2	$3.1M	-10%	110k	28.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$3.1M		22k	142.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.1M	-7%	26k	118.83	View chart
Adobe Systems Incorporated (ADBE)	0.2	$3.0M	+5%	8.6k	352.75	View chart
UnitedHealth (UNH)	0.2	$3.0M	-8%	8.7k	345.28	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.0M	-7%	34k	87.31	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$3.0M	-16%	63k	46.93	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.9M		12k	247.12	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.2	$2.9M	+44%	29k	99.52	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$2.9M	-7%	31k	93.35	View chart
Union Pacific Corporation (UNP)	0.2	$2.9M	-21%	12k	236.36	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$2.8M	+4%	39k	73.46	View chart
Cigna Corp (CI)	0.2	$2.8M	+4%	9.8k	288.25	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$2.8M	-2%	78k	35.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.7M	-2%	11k	241.96	View chart
Walt Disney Company (DIS)	0.2	$2.7M		24k	114.50	View chart
Cummins (CMI)	0.2	$2.7M	+2%	6.4k	422.39	View chart
Honeywell International (HON)	0.2	$2.6M		13k	210.50	View chart
Altria (MO)	0.2	$2.6M		39k	66.06	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.2	$2.5M	+40%	52k	48.88	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.5M	-2%	30k	82.58	View chart
Cheniere Energy Com New (LNG)	0.1	$2.4M	-2%	10k	234.98	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.4M		64k	38.12	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$2.4M		12k	199.47	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.4M	-12%	13k	182.43	View chart
Ares Capital Corporation (ARCC)	0.1	$2.4M		119k	20.41	View chart
Carrier Global Corporation (CARR)	0.1	$2.4M		40k	59.70	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.3M	+3%	4.1k	568.86	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.3M	+2%	6.4k	365.46	View chart
Vanguard World Financials Etf (VFH)	0.1	$2.3M	-6%	18k	131.24	View chart
Bristol Myers Squibb (BMY)	0.1	$2.3M	-3%	50k	45.10	View chart
McKesson Corporation (MCK)	0.1	$2.3M		2.9k	772.53	View chart
Netflix (NFLX)	0.1	$2.2M	-14%	1.9k	1198.94	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.2M		8.0k	279.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$2.2M	-40%	22k	99.11	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.2M		4.8k	463.73	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$2.2M		17k	132.48	View chart
Travelers Companies (TRV)	0.1	$2.2M	+6%	7.8k	279.21	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.1M	+10%	7.9k	271.11	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$2.1M		62k	34.46	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.1M		10k	206.52	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$2.0M	+25%	27k	76.01	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$2.0M	-21%	62k	32.90	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.0M		10k	194.50	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.0M	-2%	16k	123.75	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$2.0M	+3%	21k	96.68	View chart
Allstate Corporation (ALL)	0.1	$2.0M		9.3k	214.66	View chart
PNC Financial Services (PNC)	0.1	$2.0M	-2%	10k	200.94	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.1	$1.9M	+194%	69k	28.39	View chart
Kkr & Co (KKR)	0.1	$1.9M		15k	129.95	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.9M	-4%	24k	79.93	View chart
Linde SHS (LIN)	0.1	$1.9M	+23%	4.0k	475.02	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.9M		18k	108.96	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.1	$1.9M	+49%	38k	49.66	View chart
Qualcomm (QCOM)	0.1	$1.8M		11k	166.36	View chart
Sprott Focus Tr (FUND)	0.1	$1.8M		218k	8.31	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.8M	-3%	34k	53.87	View chart
Automatic Data Processing (ADP)	0.1	$1.8M		6.1k	293.50	View chart
ConocoPhillips (COP)	0.1	$1.8M	+11%	19k	94.59	View chart
Realty Income (O)	0.1	$1.8M	-2%	29k	60.79	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.8M	-3%	18k	99.81	View chart
Intel Corporation (INTC)	0.1	$1.8M	-3%	52k	33.55	View chart
Otis Worldwide Corp (OTIS)	0.1	$1.8M		19k	91.43	View chart
Citigroup Com New (C)	0.1	$1.8M		17k	101.50	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.7M		17k	104.30	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$1.7M	+57%	35k	49.84	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.7M	+6%	19k	89.57	View chart
T Rowe Price Etf Capital Apprecia (TCAL)	0.1	$1.7M	+173%	69k	24.39	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$1.6M		48k	33.53	View chart
Vanguard World Materials Etf (VAW)	0.1	$1.6M	-5%	7.9k	204.86	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.6M	-2%	6.2k	259.58	View chart
Amphenol Corp Cl A (APH)	0.1	$1.6M	+5%	13k	123.75	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.6M	+21%	37k	42.37	View chart
Wells Fargo & Company (WFC)	0.1	$1.6M	+2%	19k	83.82	View chart
Amgen (AMGN)	0.1	$1.6M	-10%	5.6k	282.19	View chart
Stanley Black & Decker (SWK)	0.1	$1.6M	-13%	21k	74.33	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.6M		2.6k	596.12	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.6M	+2%	7.4k	209.27	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.6M	+4%	8.3k	187.73	View chart
M&T Bank Corporation (MTB)	0.1	$1.5M	-9%	7.8k	197.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.5M	-4%	55k	27.30	View chart
Waste Management (WM)	0.1	$1.5M		6.8k	220.82	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$1.5M	+93%	32k	46.12	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.1	$1.5M	+270%	31k	47.55	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$1.5M	-6%	22k	66.64	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$1.5M	+19%	72k	20.28	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.4M		45k	31.62	View chart
Chubb (CB)	0.1	$1.4M	-4%	5.0k	282.24	View chart
3M Company (MMM)	0.1	$1.4M	-6%	9.1k	155.18	View chart
Advanced Micro Devices (AMD)	0.1	$1.4M	-8%	8.6k	161.80	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.4M		29k	47.72	View chart
Medtronic SHS (MDT)	0.1	$1.4M	+3%	15k	95.24	View chart
Lowe's Companies (LOW)	0.1	$1.4M		5.5k	251.32	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$1.4M		3.5k	396.14	View chart
CVS Caremark Corporation (CVS)	0.1	$1.4M	-4%	18k	75.39	View chart
Norfolk Southern (NSC)	0.1	$1.4M	-2%	4.5k	300.42	View chart
Trane Technologies SHS (TT)	0.1	$1.4M	+2%	3.2k	421.95	View chart
Emerson Electric (EMR)	0.1	$1.3M	+8%	10k	131.18	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.3M		13k	103.21	View chart
Boeing Company (BA)	0.1	$1.3M		6.2k	215.84	View chart
Eversource Energy (ES)	0.1	$1.3M	-7%	19k	71.14	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.3M	-6%	11k	125.86	View chart
American Express Company (AXP)	0.1	$1.3M	-9%	4.0k	332.19	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.1	$1.3M	+2%	57k	23.06	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.3M	+4%	3.2k	402.48	View chart
salesforce (CRM)	0.1	$1.3M	+70%	5.5k	236.99	View chart
Spdr Series Trust Spdr S&p 500 Etf (SPYX)	0.1	$1.3M	-3%	24k	54.85	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.3M	-4%	6.6k	195.86	View chart
Cme (CME)	0.1	$1.2M		4.6k	270.16	View chart
Booking Holdings (BKNG)	0.1	$1.2M		229.00	5405.80	View chart
Kimberly-Clark Corporation (KMB)	0.1	$1.2M	+89%	9.9k	124.34	View chart
Anthem (ELV)	0.1	$1.2M	-26%	3.8k	323.11	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.2M	-4%	13k	95.47	View chart
PPG Industries (PPG)	0.1	$1.2M		12k	105.11	View chart
Enterprise Products Partners (EPD)	0.1	$1.2M	+2%	39k	31.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.2M		36k	33.42	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.2M		16k	72.77	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$1.2M	+11%	15k	81.94	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.2M	+8%	15k	78.91	View chart
Ionq Inc Pipe (IONQ)	0.1	$1.2M	-2%	19k	61.50	View chart
Eastern Bankshares (EBC)	0.1	$1.2M	-8%	64k	18.15	View chart
Air Products & Chemicals (APD)	0.1	$1.2M		4.2k	272.72	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.1M	+17%	8.9k	128.24	View chart
O'reilly Automotive (ORLY)	0.1	$1.1M		10k	107.81	View chart
America Movil Sab De Cv Spon Ads Rp Cl B (AMX)	0.1	$1.1M		53k	21.00	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$1.1M		11k	104.51	View chart
Starbucks Corporation (SBUX)	0.1	$1.1M	+17%	13k	84.60	View chart
Danaher Corporation (DHR)	0.1	$1.1M	-13%	5.6k	198.25	View chart
Colgate-Palmolive Company (CL)	0.1	$1.1M	-4%	14k	79.94	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.1M	+5%	4.9k	222.16	View chart
Permian Basin Rty Tr Unit Ben Int (PBT)	0.1	$1.1M		59k	18.25	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$1.1M	-7%	56k	18.91	View chart
Paychex (PAYX)	0.1	$1.1M	-3%	8.4k	126.75	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.1	$1.1M	-26%	12k	91.75	View chart

Past Filings by Essex Financial Services

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

Essex Financial Services 2025 Q3 filed Nov. 7, 2025
Essex Financial Services 2025 Q2 filed July 16, 2025
Essex Financial Services 2025 Q1 filed April 25, 2025
Essex Financial Services 2024 Q4 filed Jan. 29, 2025
Essex Financial Services 2024 Q3 filed Oct. 24, 2024
Essex Financial Services 2024 Q2 restated filed Aug. 9, 2024
Essex Financial Services 2024 Q2 filed July 31, 2024
Essex Financial Services 2024 Q1 filed April 24, 2024
Essex Financial Services 2023 Q4 filed Feb. 6, 2024
Essex Financial Services 2023 Q3 filed Nov. 15, 2023
Essex Financial Services 2023 Q2 filed Aug. 9, 2023
Essex Financial Services 2023 Q1 filed May 11, 2023
Essex Financial Services 2022 Q4 filed Feb. 10, 2023
Essex Financial Services 2022 Q3 filed Nov. 7, 2022
Essex Financial Services 2022 Q2 filed Aug. 1, 2022
Essex Financial Services 2022 Q1 filed April 21, 2022

View all past filings

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