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 16.35% of Essex Financial Services's stock portfolio.
- Added to shares of these 10 stocks: CODI, FBND, PYLD, XLI, SCHD, PAAA, USSH, JBND, BILZ, MINT.
- Started 47 new stock positions in SF, TEVA, USSH, IHDG, WASH, IWY, REFI, CGBL, Te Connectivity, DTE.
- Reduced shares in these 10 stocks: AAPL (-$5.1M), ITOT, HD, PFE, XOM, MSFT, IBM, LLY, TPL, JPM.
- Sold out of its positions in AMX, COR, APO, BLK, BR, BF.B, SYLD, DOV, EXC, GPC.
- Essex Financial Services was a net seller of stock by $-67M.
- Essex Financial Services has $1.4B in assets under management (AUM), dropping by 3.25%.
- Central Index Key (CIK): 0001315785
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Portfolio Holdings for Essex Financial Services
Essex Financial Services holds 624 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Essex Financial Services has 624 total positions. Only the first 250 positions are shown.
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- Download the Essex Financial Services September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.5 | $76M | -6% | 323k | 235.86 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.4 | $47M | 95k | 495.96 |
|
|
| Microsoft Corporation (MSFT) | 3.2 | $45M | -4% | 105k | 427.48 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 2.3 | $32M | 89k | 353.43 |
|
|
| NVIDIA Corporation (NVDA) | 2.0 | $28M | -3% | 191k | 143.57 |
|
| Compass Diversified Sh Ben Int (CODI) | 2.0 | $27M | +20% | 1.3M | 21.02 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $26M | 820k | 31.61 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.7 | $24M | 41k | 586.13 |
|
|
| Eli Lilly & Co. (LLY) | 1.7 | $24M | -7% | 26k | 909.15 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.6 | $23M | 90k | 253.91 |
|
|
| Amazon (AMZN) | 1.6 | $22M | -6% | 117k | 189.70 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.5 | $21M | -6% | 158k | 130.17 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $18M | -7% | 112k | 165.14 |
|
| Texas Pacific Land Corp (TPL) | 1.2 | $17M | -9% | 16k | 1093.92 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $16M | -7% | 35k | 461.46 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.1 | $16M | -15% | 125k | 127.65 |
|
| Exxon Mobil Corporation (XOM) | 1.1 | $16M | -11% | 130k | 120.68 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $15M | -9% | 67k | 224.08 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.1 | $15M | -3% | 139k | 106.17 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $14M | -5% | 80k | 179.51 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.0 | $14M | +3% | 80k | 175.86 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.0 | $14M | +4% | 137k | 100.56 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $12M | -10% | 59k | 199.64 |
|
| Procter & Gamble Company (PG) | 0.8 | $11M | -11% | 66k | 169.71 |
|
| Johnson & Johnson (JNJ) | 0.7 | $10M | -13% | 63k | 163.45 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.7 | $9.5M | 33k | 287.65 |
|
|
| Raytheon Technologies Corp (RTX) | 0.7 | $9.5M | -5% | 76k | 125.53 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.7 | $9.1M | -11% | 180k | 50.58 |
|
| Meta Platforms Cl A (META) | 0.7 | $9.1M | -6% | 16k | 582.01 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.6 | $8.9M | 415k | 21.35 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.6 | $8.8M | -11% | 139k | 63.29 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $8.5M | -10% | 51k | 166.82 |
|
| International Business Machines (IBM) | 0.6 | $8.3M | -19% | 36k | 232.24 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.6 | $8.2M | +3% | 85k | 96.72 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.6 | $7.7M | 223k | 34.77 |
|
|
| UnitedHealth (UNH) | 0.5 | $7.5M | -4% | 13k | 569.89 |
|
| Chevron Corporation (CVX) | 0.5 | $7.5M | -8% | 49k | 150.91 |
|
| Tesla Motors (TSLA) | 0.5 | $7.3M | 33k | 217.98 |
|
|
| Abbvie (ABBV) | 0.5 | $7.1M | 38k | 188.78 |
|
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.5 | $7.1M | 194k | 36.77 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.5 | $7.0M | +9% | 172k | 40.97 |
|
| Visa Com Cl A (V) | 0.5 | $7.0M | -11% | 25k | 284.80 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $6.9M | 10.00 | 692600.00 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $6.8M | -2% | 73k | 92.09 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $6.7M | -4% | 107k | 62.74 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.5 | $6.6M | -7% | 99k | 67.32 |
|
| Coca-Cola Company (KO) | 0.5 | $6.6M | -4% | 95k | 69.45 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $6.4M | -4% | 24k | 266.77 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.5 | $6.3M | -5% | 88k | 72.45 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $6.3M | +2% | 16k | 393.77 |
|
| Blue Foundry Bancorp (BLFY) | 0.4 | $6.2M | 621k | 10.04 |
|
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| Pfizer (PFE) | 0.4 | $6.1M | -28% | 211k | 28.84 |
|
| Pepsi (PEP) | 0.4 | $6.1M | -18% | 35k | 174.37 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $6.0M | -2% | 42k | 141.42 |
|
| Thermo Fisher Scientific (TMO) | 0.4 | $5.9M | 10k | 586.40 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $5.7M | 96k | 59.60 |
|
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $5.7M | 64k | 88.79 |
|
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $5.7M | 1.2M | 4.63 |
|
|
| Home Depot (HD) | 0.4 | $5.6M | -30% | 14k | 401.88 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.4 | $5.3M | +81% | 116k | 45.83 |
|
| Bank of America Corporation (BAC) | 0.4 | $5.2M | -8% | 122k | 42.30 |
|
| Roper Industries (ROP) | 0.4 | $5.1M | 9.2k | 552.10 |
|
|
| Ea Series Trust Strive 500 Etf (STRV) | 0.4 | $4.9M | +6% | 132k | 37.50 |
|
| General Dynamics Corporation (GD) | 0.4 | $4.9M | 16k | 306.02 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $4.9M | -8% | 21k | 238.20 |
|
| Caterpillar (CAT) | 0.3 | $4.7M | -22% | 12k | 388.46 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $4.7M | +4% | 8.7k | 536.15 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $4.5M | -2% | 27k | 168.49 |
|
| Ge Aerospace Com New (GE) | 0.3 | $4.5M | -4% | 26k | 176.67 |
|
| Wal-Mart Stores (WMT) | 0.3 | $4.3M | -12% | 52k | 82.00 |
|
| TJX Companies (TJX) | 0.3 | $4.3M | 37k | 115.19 |
|
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.3 | $4.3M | +37% | 162k | 26.23 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $4.2M | -17% | 11k | 384.51 |
|
| Cisco Systems (CSCO) | 0.3 | $4.2M | -3% | 74k | 56.59 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $4.1M | -12% | 51k | 81.96 |
|
| Merck & Co (MRK) | 0.3 | $4.1M | -16% | 39k | 106.67 |
|
| McDonald's Corporation (MCD) | 0.3 | $4.0M | -22% | 13k | 314.69 |
|
| Oracle Corporation (ORCL) | 0.3 | $3.9M | -2% | 22k | 175.30 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $3.9M | -14% | 4.3k | 893.57 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $3.8M | 29k | 134.78 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $3.8M | -9% | 33k | 115.40 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $3.8M | -22% | 7.7k | 493.12 |
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| Southern Company (SO) | 0.3 | $3.8M | -8% | 41k | 93.07 |
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| Nextera Energy (NEE) | 0.3 | $3.8M | 45k | 83.70 |
|
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| Verizon Communications (VZ) | 0.3 | $3.7M | -3% | 90k | 41.51 |
|
| Broadcom (AVGO) | 0.3 | $3.7M | +5% | 21k | 179.34 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $3.7M | -4% | 6.4k | 577.08 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.7M | +3% | 72k | 50.98 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.3 | $3.6M | -3% | 40k | 91.54 |
|
| Philip Morris International (PM) | 0.3 | $3.5M | -4% | 27k | 131.30 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $3.5M | 75k | 46.85 |
|
|
| Carrier Global Corporation (CARR) | 0.2 | $3.3M | -7% | 42k | 80.16 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $3.3M | 17k | 191.32 |
|
|
| Union Pacific Corporation (UNP) | 0.2 | $3.1M | -23% | 13k | 241.47 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $3.0M | 22k | 135.21 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $3.0M | -9% | 58k | 51.56 |
|
| Cigna Corp (CI) | 0.2 | $3.0M | -13% | 9.3k | 317.46 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.2 | $2.9M | +12% | 31k | 95.40 |
|
| Abbott Laboratories (ABT) | 0.2 | $2.8M | 24k | 116.12 |
|
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| Deere & Company (DE) | 0.2 | $2.8M | -4% | 6.9k | 406.68 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.2 | $2.8M | +11% | 63k | 44.25 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $2.7M | -14% | 52k | 52.76 |
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| Walt Disney Company (DIS) | 0.2 | $2.7M | -8% | 28k | 96.74 |
|
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.2 | $2.7M | +28% | 17k | 159.20 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $2.6M | +4% | 22k | 120.80 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.2 | $2.6M | 86k | 30.33 |
|
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $2.6M | +26% | 28k | 92.41 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.6M | -15% | 26k | 98.00 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $2.6M | +13% | 47k | 54.47 |
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| Ares Capital Corporation (ARCC) | 0.2 | $2.6M | +30% | 119k | 21.59 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $2.5M | +4% | 25k | 100.48 |
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| Honeywell International (HON) | 0.2 | $2.4M | -8% | 11k | 222.31 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $2.4M | +6% | 13k | 191.82 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $2.4M | 4.0k | 606.49 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.4M | -8% | 38k | 62.98 |
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| Stanley Black & Decker (SWK) | 0.2 | $2.4M | -5% | 23k | 104.83 |
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $2.3M | 34k | 68.53 |
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| Ishares Tr Core Msci Total (IXUS) | 0.2 | $2.3M | -39% | 32k | 70.60 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $2.3M | 5.3k | 429.32 |
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| Goldman Sachs (GS) | 0.2 | $2.2M | -6% | 4.3k | 518.33 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $2.2M | -2% | 8.0k | 277.45 |
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| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.2 | $2.2M | -7% | 71k | 31.13 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.2 | $2.2M | +17% | 66k | 33.55 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.2 | $2.2M | +25% | 22k | 98.80 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.2M | -3% | 28k | 78.63 |
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| Anthem (ELV) | 0.2 | $2.1M | -4% | 5.1k | 420.01 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $2.1M | 19k | 114.71 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.1M | +2% | 9.6k | 221.25 |
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| Kkr & Co (KKR) | 0.2 | $2.1M | -6% | 15k | 140.17 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $2.1M | +26% | 28k | 75.03 |
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| Cummins (CMI) | 0.1 | $2.0M | -25% | 6.2k | 330.67 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $2.0M | -10% | 4.0k | 512.98 |
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| M&T Bank Corporation (MTB) | 0.1 | $2.0M | -29% | 10k | 194.07 |
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| Goldman Sachs Physical Gold Unit (AAAU) | 0.1 | $2.0M | 74k | 27.18 |
|
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| Automatic Data Processing (ADP) | 0.1 | $2.0M | -43% | 6.8k | 291.30 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $2.0M | 11k | 181.38 |
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| Otis Worldwide Corp (OTIS) | 0.1 | $1.9M | -3% | 19k | 102.96 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.9M | -18% | 16k | 119.88 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $1.9M | 17k | 116.02 |
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| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.1 | $1.9M | +57% | 36k | 53.29 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.9M | 9.6k | 198.47 |
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| Vaneck Etf Trust Inflation Alloca (RAAX) | 0.1 | $1.9M | 64k | 29.80 |
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| Eaton Corp SHS (ETN) | 0.1 | $1.9M | -36% | 5.5k | 343.54 |
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| At&t (T) | 0.1 | $1.9M | -16% | 87k | 21.50 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $1.9M | -8% | 15k | 125.82 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $1.9M | -12% | 27k | 68.58 |
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| Sprott Focus Tr (FUND) | 0.1 | $1.9M | -8% | 237k | 7.82 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $1.8M | -21% | 18k | 99.67 |
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| Altria (MO) | 0.1 | $1.8M | -18% | 36k | 50.06 |
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| Oneok (OKE) | 0.1 | $1.8M | -5% | 18k | 97.36 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.8M | +23% | 2.5k | 720.97 |
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| Cheniere Energy Com New (LNG) | 0.1 | $1.8M | +3% | 9.6k | 182.39 |
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| Qualcomm (QCOM) | 0.1 | $1.7M | -5% | 10k | 173.18 |
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| Ge Vernova (GEV) | 0.1 | $1.7M | -4% | 6.2k | 276.41 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.7M | 5.4k | 319.65 |
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| Allstate Corporation (ALL) | 0.1 | $1.7M | +5% | 8.9k | 192.78 |
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| Ishares Msci Gbl Etf New (PICK) | 0.1 | $1.7M | -6% | 42k | 41.09 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $1.7M | -13% | 7.5k | 228.07 |
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| Lowe's Companies (LOW) | 0.1 | $1.7M | -8% | 6.2k | 272.25 |
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| Travelers Companies (TRV) | 0.1 | $1.7M | -5% | 6.5k | 259.24 |
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| Astera Labs (ALAB) | 0.1 | $1.7M | +9% | 25k | 68.29 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.7M | 34k | 48.15 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.6M | +129% | 12k | 138.06 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.6M | +14% | 8.1k | 204.11 |
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| Danaher Corporation (DHR) | 0.1 | $1.6M | 6.2k | 261.29 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.6M | +2% | 22k | 71.81 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $1.6M | -26% | 8.0k | 198.52 |
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| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.1 | $1.6M | +10% | 16k | 99.40 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.6M | +140% | 55k | 28.34 |
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| Netflix (NFLX) | 0.1 | $1.6M | 2.0k | 764.16 |
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| Amgen (AMGN) | 0.1 | $1.6M | -27% | 4.9k | 319.59 |
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| ConocoPhillips (COP) | 0.1 | $1.5M | -26% | 15k | 105.00 |
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| Linde SHS (LIN) | 0.1 | $1.5M | -5% | 3.2k | 481.88 |
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| PNC Financial Services (PNC) | 0.1 | $1.5M | -15% | 8.2k | 186.28 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $1.5M | -14% | 13k | 116.47 |
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| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.5M | 18k | 85.37 |
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| Fidelity Covington Trust Enhanced Large (FELV) | 0.1 | $1.5M | 48k | 31.28 |
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| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.5M | -3% | 32k | 47.14 |
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| Intel Corporation (INTC) | 0.1 | $1.5M | -4% | 67k | 22.40 |
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| PPG Industries (PPG) | 0.1 | $1.5M | -14% | 12k | 126.61 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $1.5M | -26% | 30k | 50.40 |
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| McKesson Corporation (MCK) | 0.1 | $1.4M | -6% | 2.9k | 505.47 |
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| Dow (DOW) | 0.1 | $1.4M | -22% | 28k | 52.07 |
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| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $1.4M | 17k | 86.33 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.4M | -12% | 2.5k | 573.59 |
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| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.1 | $1.4M | +76% | 40k | 34.81 |
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| Air Products & Chemicals (APD) | 0.1 | $1.4M | -3% | 4.2k | 329.88 |
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| Eversource Energy (ES) | 0.1 | $1.4M | -5% | 21k | 66.23 |
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| Chubb (CB) | 0.1 | $1.4M | -15% | 4.6k | 297.05 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.4M | -3% | 41k | 33.26 |
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| Trane Technologies SHS (TT) | 0.1 | $1.3M | 3.3k | 392.18 |
|
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| Eastern Bankshares (EBC) | 0.1 | $1.3M | 77k | 16.60 |
|
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.3M | -4% | 18k | 71.42 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $1.3M | +4% | 13k | 100.11 |
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| Hercules Technology Growth Capital (HTGC) | 0.1 | $1.3M | +17% | 63k | 20.04 |
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| Yum! Brands (YUM) | 0.1 | $1.3M | -6% | 9.4k | 133.36 |
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| Paychex (PAYX) | 0.1 | $1.2M | 8.8k | 141.27 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $1.2M | -19% | 19k | 64.76 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $1.2M | 9.0k | 135.89 |
|
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.2M | -30% | 21k | 56.86 |
|
| 3M Company (MMM) | 0.1 | $1.2M | -17% | 9.2k | 131.73 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $1.2M | +7% | 32k | 38.29 |
|
| Kinder Morgan (KMI) | 0.1 | $1.2M | 48k | 24.81 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $1.2M | 41k | 28.95 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.2M | -4% | 3.1k | 371.71 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $1.2M | -3% | 29k | 40.36 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $1.2M | 3.5k | 333.56 |
|
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $1.2M | +3% | 7.9k | 146.42 |
|
| Waste Management (WM) | 0.1 | $1.2M | 5.5k | 210.93 |
|
|
| Medtronic SHS (MDT) | 0.1 | $1.2M | -9% | 13k | 91.11 |
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $1.1M | 14k | 83.97 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $1.1M | -2% | 12k | 96.82 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.1M | +13% | 13k | 91.70 |
|
| Diamondback Energy (FANG) | 0.1 | $1.1M | -5% | 6.2k | 184.02 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $1.1M | 2.4k | 461.49 |
|
|
| Citigroup Com New (C) | 0.1 | $1.1M | -5% | 18k | 63.55 |
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $1.1M | 23k | 47.90 |
|
|
| Norfolk Southern (NSC) | 0.1 | $1.1M | -49% | 4.2k | 259.79 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $1.1M | -5% | 8.2k | 134.53 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.1M | -13% | 14k | 75.90 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.1M | -22% | 12k | 90.28 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.1M | +2% | 14k | 77.85 |
|
| Stryker Corporation (SYK) | 0.1 | $1.1M | -12% | 3.0k | 365.99 |
|
| Ishares Silver Tr Ishares (SLV) | 0.1 | $1.1M | +54% | 34k | 31.73 |
|
| United Parcel Service CL B (UPS) | 0.1 | $1.1M | -14% | 8.2k | 131.37 |
|
| Kinetik Holdings Com New Cl A (KNTK) | 0.1 | $1.1M | 21k | 50.51 |
|
|
| American Express Company (AXP) | 0.1 | $1.1M | -19% | 3.9k | 272.40 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.1M | -28% | 6.8k | 156.27 |
|
| Target Corporation (TGT) | 0.1 | $1.1M | -6% | 7.1k | 149.20 |
|
| Etfis Ser Tr I Virtus Newfleet (NFLT) | 0.1 | $1.1M | +31% | 47k | 22.68 |
|
| Dominion Resources (D) | 0.1 | $1.1M | 18k | 59.98 |
|
|
| Boeing Company (BA) | 0.1 | $1.1M | -17% | 6.6k | 159.89 |
|
| Williams Companies (WMB) | 0.1 | $1.1M | -5% | 20k | 52.30 |
|
| Unilever Spon Adr New (UL) | 0.1 | $1.0M | -11% | 17k | 61.88 |
|
| CSX Corporation (CSX) | 0.1 | $1.0M | 31k | 33.85 |
|
|
| Webster Financial Corporation (WBS) | 0.1 | $1.0M | -7% | 20k | 51.94 |
|
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.1 | $1.0M | -16% | 14k | 76.61 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $1.0M | -7% | 4.2k | 241.63 |
|
| Booking Holdings (BKNG) | 0.1 | $1.0M | +2% | 233.00 | 4380.28 |
|
| Nextera Energy Unit 09/01/2025 (NEE.PR) | 0.1 | $1.0M | 22k | 46.36 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.0M | -14% | 7.0k | 144.01 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $1.0M | +3% | 33k | 30.12 |
|
| Organon & Co Common Stock (OGN) | 0.1 | $1.0M | -2% | 58k | 17.35 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.0M | -6% | 24k | 41.54 |
|
| Sabra Health Care REIT (SBRA) | 0.1 | $999k | 54k | 18.67 |
|
|
| Emerson Electric (EMR) | 0.1 | $993k | -25% | 9.1k | 109.48 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $984k | -2% | 6.5k | 150.53 |
|
| SYSCO Corporation (SYY) | 0.1 | $979k | -12% | 13k | 74.77 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $976k | 21k | 47.43 |
|
|
| Iron Mountain (IRM) | 0.1 | $972k | -11% | 7.8k | 123.88 |
|
Past Filings by Essex Financial Services
SEC 13F filings are viewable for Essex Financial Services going back to 2011
- 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
- Essex Financial Services 2022 Q1 restated filed April 21, 2022
- Essex Financial Services 2021 Q4 filed Feb. 11, 2022
- Essex Financial Services 2021 Q3 filed Nov. 10, 2021
- Essex Financial Services 2021 Q2 filed July 30, 2021