Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, GOOGL, and represent 15.59% of Essex Financial Services's stock portfolio.
Added to shares of these 10 stocks: TPL (+$8.7M), PYLD, AKRE, JPST, RECS, JCPB, NFLX, PMBS, ISPY, TCAL.
Started 69 new stock positions in MLM, JGRW, UAA, CEF, Amcor, XLC, MLI, SCHG, DOW, WBD.
Reduced shares in these 10 stocks: BLFY, AMZN, MINT, JEPI, MSFT, NVDA, Unilever, AAPL, MOAT, AMLP.
Sold out of its positions in OKLO, AAL, MFIC, APO, CBOE, CLX, CRBG, QTUM, UTES, Bitwise Crypto Industry Innovators Etf.
Essex Financial Services was a net buyer of stock by $55M.
Essex Financial Services has $1.8B in assets under management (AUM), dropping by 5.14%.
Central Index Key (CIK): 0001315785

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Essex Financial Services

Essex Financial Services holds 784 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Essex Financial Services has 784 total positions. Only the first 250 positions are shown.

Sign up to view all of the Essex Financial Services Dec. 31, 2025 positions
Download the Essex Financial Services December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.0	$88M		322k	271.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.5	$61M		99k	614.31	View chart
Microsoft Corporation (MSFT)	2.9	$50M		104k	483.62	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	2.3	$40M		90k	444.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$35M		113k	313.00	View chart
NVIDIA Corporation (NVDA)	1.9	$34M	-2%	183k	186.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$33M		48k	681.92	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$33M	-2%	82k	396.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$27M		39k	684.94	View chart
Amazon (AMZN)	1.4	$25M	-11%	110k	230.82	View chart
Eli Lilly & Co. (LLY)	1.4	$25M		23k	1074.69	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$25M	+2%	171k	143.52	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.2	$22M	+29%	812k	26.68	View chart
JPMorgan Chase & Co. (JPM)	1.2	$21M		65k	322.22	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$20M		133k	148.69	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$17M		34k	502.64	View chart
Exxon Mobil Corporation (XOM)	0.9	$17M	+6%	138k	120.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$16M		52k	313.80	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$16M		85k	190.99	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$16M		83k	191.56	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$16M	+29%	310k	50.59	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.8	$15M	+20%	357k	40.84	View chart
Raytheon Technologies Corp (RTX)	0.8	$13M	-3%	73k	183.40	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.8	$13M		402k	33.02	View chart
Texas Pacific Land Corp (TPL)	0.7	$13M	+199%	46k	287.22	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$13M	-13%	130k	100.34	View chart
Johnson & Johnson (JNJ)	0.7	$13M	+4%	62k	206.95	View chart
Tesla Motors (TSLA)	0.7	$13M	-2%	28k	449.72	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$12M		55k	219.78	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.7	$12M	+8%	256k	46.92	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$12M	-2%	113k	104.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$12M		35k	335.27	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$11M	+9%	259k	43.64	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$11M	+5%	22k	487.87	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$11M		151k	69.42	View chart
Meta Platforms Cl A (META)	0.6	$10M	-2%	15k	660.08	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.6	$10M	-5%	251k	40.23	View chart
International Business Machines (IBM)	0.6	$9.9M		34k	296.21	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$9.9M		132k	75.05	View chart
Visa Com Cl A (V)	0.5	$8.8M		25k	350.72	View chart
Procter & Gamble Company (PG)	0.5	$8.7M		61k	143.31	View chart
Ge Aerospace Com New (GE)	0.5	$8.6M		28k	308.03	View chart
Abbvie (ABBV)	0.5	$8.6M		38k	228.49	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.5	$8.6M	+11%	158k	54.07	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$8.5M	+16%	136k	62.47	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.5	$8.3M	+8%	217k	38.22	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$8.3M	+6%	29k	290.22	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.5	$8.2M	-4%	81k	100.77	View chart
Caterpillar (CAT)	0.4	$7.3M	+3%	13k	572.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$7.2M		76k	94.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$7.1M	+12%	11k	627.10	View chart
Chevron Corporation (CVX)	0.4	$7.1M	-2%	46k	152.41	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$6.8M	+12%	9.00	754800.00	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.4	$6.7M	+3%	152k	44.08	View chart
Broadcom (AVGO)	0.4	$6.6M	-5%	19k	346.10	View chart
Bank of America Corporation (BAC)	0.4	$6.5M		119k	55.00	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$6.5M	+6%	25k	257.95	View chart
Coca-Cola Company (KO)	0.4	$6.5M	-2%	93k	69.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$6.4M		97k	66.00	View chart
Compass Diversified Sh Ben Int (CODI)	0.3	$6.0M		1.3M	4.80	View chart
Wal-Mart Stores (WMT)	0.3	$6.0M	+7%	54k	111.41	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$5.9M		62k	96.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$5.9M		12k	473.29	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$5.8M		68k	85.37	View chart
TJX Companies (TJX)	0.3	$5.8M	+2%	38k	153.61	View chart
Capital Group Core Balanced SHS (CGBL)	0.3	$5.8M	+21%	164k	35.33	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$5.7M		79k	71.42	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$5.6M	-2%	40k	139.16	View chart
Cisco Systems (CSCO)	0.3	$5.3M	-9%	69k	77.03	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.3	$5.3M	+16%	116k	45.57	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$5.1M		30k	167.94	View chart
Philip Morris International (PM)	0.3	$4.8M	+5%	30k	160.40	View chart
General Dynamics Corporation (GD)	0.3	$4.8M		14k	336.67	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$4.8M	+2%	94k	50.94	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$4.7M		103k	46.04	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$4.7M		83k	56.69	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$4.7M	+9%	49k	95.94	View chart
Home Depot (HD)	0.3	$4.6M	+6%	13k	344.09	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$4.6M	+19%	104k	44.47	View chart
Merck & Co (MRK)	0.3	$4.6M	+3%	44k	105.26	View chart
Oracle Corporation (ORCL)	0.3	$4.6M	+2%	24k	194.91	View chart
Pfizer (PFE)	0.3	$4.6M		183k	24.90	View chart
Thermo Fisher Scientific (TMO)	0.3	$4.5M		7.8k	579.44	View chart
Ge Vernova (GEV)	0.3	$4.5M		7.0k	653.61	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.3	$4.5M	-2%	87k	51.26	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.2	$4.4M	+5%	38k	114.50	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$4.4M	-24%	76k	57.24	View chart
Astera Labs (ALAB)	0.2	$4.3M		26k	166.36	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$4.2M	+10%	77k	54.84	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$4.1M		27k	154.14	View chart
Blue Foundry Bancorp (BLFY)	0.2	$4.1M	-48%	326k	12.43	View chart
Goldman Sachs (GS)	0.2	$4.0M		4.6k	878.94	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.2	$3.9M	+109%	79k	49.70	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$3.9M		3.7k	1069.88	View chart
Roper Industries (ROP)	0.2	$3.9M	-2%	8.8k	445.13	View chart
Costco Wholesale Corporation (COST)	0.2	$3.8M		4.4k	862.32	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$3.8M	+15%	43k	90.00	View chart
McDonald's Corporation (MCD)	0.2	$3.8M	+4%	13k	305.62	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.2	$3.8M	+18%	106k	35.90	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.2	$3.8M	+155%	80k	47.35	View chart
Deere & Company (DE)	0.2	$3.8M		8.1k	465.55	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$3.7M		18k	210.34	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$3.7M	+8%	27k	136.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.7M		4.9k	753.74	View chart
Pepsi (PEP)	0.2	$3.7M		26k	143.52	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$3.7M	NEW	56k	65.51	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$3.7M	-2%	31k	117.52	View chart
Southern Company (SO)	0.2	$3.5M	+2%	40k	87.20	View chart
Spdr Series Trust State Street Spd (QUS)	0.2	$3.5M		20k	174.18	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.5M	+4%	16k	211.79	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.4M	+11%	7.1k	483.65	View chart
Nextera Energy (NEE)	0.2	$3.4M	-13%	42k	80.28	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$3.3M	-10%	39k	84.22	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.3M	-6%	27k	123.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.3M	+7%	37k	89.46	View chart
Cummins (CMI)	0.2	$3.3M		6.4k	510.47	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.2M	-4%	35k	92.51	View chart
Abbott Laboratories (ABT)	0.2	$3.2M		25k	125.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$3.1M	+6%	41k	75.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.1M		26k	120.18	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$3.1M		22k	141.14	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$3.1M		12k	252.92	View chart
Spdr Series Trust State Street Spd (BILS)	0.2	$3.0M	+4%	31k	99.22	View chart
Bristol Myers Squibb (BMY)	0.2	$2.9M	+8%	55k	53.94	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$2.9M		32k	93.08	View chart
Union Pacific Corporation (UNP)	0.2	$2.9M		12k	231.32	View chart
T Rowe Price Etf Capital Apprecia (TCAL)	0.2	$2.9M	+75%	121k	23.57	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$2.8M		77k	36.85	View chart
Verizon Communications (VZ)	0.2	$2.8M	-6%	70k	40.73	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.2	$2.8M	-15%	19k	146.58	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.8M		11k	246.16	View chart
Eaton Corp SHS (ETN)	0.2	$2.7M	-4%	8.6k	318.49	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$2.7M		63k	42.55	View chart
Adobe Systems Incorporated (ADBE)	0.2	$2.7M	-10%	7.7k	349.99	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.2	$2.7M	+35%	93k	28.84	View chart
Walt Disney Company (DIS)	0.2	$2.7M		24k	113.77	View chart
UnitedHealth (UNH)	0.2	$2.7M	-6%	8.1k	330.10	View chart
Cigna Corp (CI)	0.2	$2.6M		9.6k	275.22	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$2.6M	+3%	31k	84.64	View chart
Honeywell International (HON)	0.1	$2.6M	+7%	14k	195.09	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.6M	+8%	40k	64.42	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.1	$2.5M	+202%	56k	45.63	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$2.5M		51k	49.86	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$2.5M		12k	204.85	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.5M	+4%	14k	177.75	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$2.5M		8.1k	303.87	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$2.4M	+6%	5.1k	480.56	View chart
Netflix (NFLX)	0.1	$2.4M	+1279%	26k	93.76	View chart
McKesson Corporation (MCK)	0.1	$2.4M		2.9k	820.32	View chart
Vanguard World Financials Etf (VFH)	0.1	$2.4M		18k	133.49	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.4M		6.3k	373.43	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.4M		7.9k	301.16	View chart
Cheniere Energy Com New (LNG)	0.1	$2.3M	+15%	12k	194.39	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.3M		4.1k	570.90	View chart
Travelers Companies (TRV)	0.1	$2.3M		7.9k	290.08	View chart
Altria (MO)	0.1	$2.3M		40k	57.66	View chart
Amgen (AMGN)	0.1	$2.3M	+25%	7.0k	327.31	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.1	$2.2M	+43%	46k	48.36	View chart
At&t (T)	0.1	$2.2M	-19%	88k	24.84	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$2.2M	+6%	22k	98.32	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$2.2M	-2%	16k	134.32	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.2M	-26%	46k	47.02	View chart
Carrier Global Corporation (CARR)	0.1	$2.2M		41k	52.84	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$2.2M		62k	34.93	View chart
PNC Financial Services (PNC)	0.1	$2.2M	+3%	10k	208.72	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$2.2M		63k	34.21	View chart
Ares Capital Corporation (ARCC)	0.1	$2.1M	-12%	104k	20.23	View chart
Citigroup Com New (C)	0.1	$2.0M		18k	116.69	View chart
Bank of New York Mellon Corporation (BK)	0.1	$2.0M		18k	116.09	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.1	$2.0M	+16%	41k	49.85	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.0M	-6%	9.5k	212.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.0M	+3%	25k	79.73	View chart
Wells Fargo & Company (WFC)	0.1	$2.0M	+13%	22k	93.20	View chart
Kkr & Co (KKR)	0.1	$2.0M	+2%	15k	127.48	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$1.9M		27k	71.45	View chart
Allstate Corporation (ALL)	0.1	$1.9M		9.3k	208.16	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.9M		16k	117.21	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.9M	+9%	21k	91.45	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.1	$1.9M	+46%	83k	23.04	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.9M	-7%	9.6k	198.63	View chart
Sprott Focus Tr (FUND)	0.1	$1.9M		218k	8.68	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.9M	+5%	6.5k	287.87	View chart
Qualcomm (QCOM)	0.1	$1.9M		11k	171.05	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$1.8M	+119%	22k	83.61	View chart
Amphenol Corp Cl A (APH)	0.1	$1.8M	+5%	14k	135.14	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.8M		33k	54.77	View chart
Intel Corporation (INTC)	0.1	$1.8M	-7%	48k	36.90	View chart
Realty Income (O)	0.1	$1.8M	+7%	31k	56.37	View chart
Chubb (CB)	0.1	$1.7M	+10%	5.5k	312.13	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.7M		17k	104.04	View chart
Linde SHS (LIN)	0.1	$1.7M	-3%	3.9k	426.39	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$1.6M		48k	34.66	View chart
Automatic Data Processing (ADP)	0.1	$1.6M	+3%	6.4k	257.23	View chart
Vanguard World Materials Etf (VAW)	0.1	$1.6M		7.9k	207.56	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.6M	+3%	2.7k	603.20	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.6M		7.5k	214.70	View chart
Otis Worldwide Corp (OTIS)	0.1	$1.6M	-4%	18k	87.35	View chart
American Express Company (AXP)	0.1	$1.6M	+9%	4.3k	369.94	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.6M		8.3k	193.63	View chart
Waste Management (WM)	0.1	$1.6M	+6%	7.2k	219.72	View chart
CVS Caremark Corporation (CVS)	0.1	$1.6M	+10%	20k	79.36	View chart
Advanced Micro Devices (AMD)	0.1	$1.5M	-16%	7.2k	214.17	View chart
3M Company (MMM)	0.1	$1.5M	+5%	9.6k	160.10	View chart
Stanley Black & Decker (SWK)	0.1	$1.5M		21k	74.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$1.5M		55k	27.43	View chart
Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU)	0.1	$1.5M	+340%	61k	24.55	View chart
salesforce (CRM)	0.1	$1.4M		5.4k	264.93	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$1.4M	-38%	14k	103.56	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$1.4M	-3%	69k	20.24	View chart
Trane Technologies SHS (TT)	0.1	$1.4M	+11%	3.6k	389.23	View chart
Medtronic SHS (MDT)	0.1	$1.4M		14k	96.06	View chart
ConocoPhillips (COP)	0.1	$1.4M	-22%	15k	93.61	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$1.4M		3.5k	393.87	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.4M		13k	105.00	View chart
Norfolk Southern (NSC)	0.1	$1.3M	+3%	4.7k	288.73	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.3M		29k	46.67	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$1.3M	+11%	16k	82.48	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.3M	-4%	43k	30.96	View chart
Boeing Company (BA)	0.1	$1.3M		6.1k	217.13	View chart
Lowe's Companies (LOW)	0.1	$1.3M		5.5k	241.14	View chart
Spdr Series Trust State Street Spd (SPYX)	0.1	$1.3M		24k	56.19	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.3M		11k	125.92	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$1.3M	-2%	17k	76.23	View chart
M&T Bank Corporation (MTB)	0.1	$1.3M	-16%	6.5k	201.48	View chart
Emerson Electric (EMR)	0.1	$1.3M	-4%	9.8k	132.72	View chart
Marsh & McLennan Companies	0.1	$1.3M	+95%	7.0k	185.52	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.3M		6.4k	199.68	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.3M		13k	99.91	View chart
Eversource Energy (ES)	0.1	$1.3M		19k	67.33	View chart
Webster Financial Corporation (WBS)	0.1	$1.3M	+27%	20k	62.94	View chart
Cme (CME)	0.1	$1.3M		4.6k	273.08	View chart
Danaher Corporation (DHR)	0.1	$1.2M	-3%	5.4k	228.91	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$1.2M	-14%	19k	66.08	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.2M	-7%	15k	81.17	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.2M		8.9k	137.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.2M		36k	34.26	View chart
Anthem (ELV)	0.1	$1.2M	-7%	3.5k	350.60	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$1.2M	-8%	2.9k	412.81	View chart
Booking Holdings (BKNG)	0.1	$1.2M		226.00	5362.63	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.2M	+9%	5.3k	224.66	View chart
PPG Industries (PPG)	0.1	$1.2M		12k	102.46	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.2M	+3%	7.0k	171.18	View chart
Uber Technologies (UBER)	0.1	$1.2M	+39%	15k	81.71	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$1.2M		15k	78.81	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.2M	+27%	4.4k	268.28	View chart
Enterprise Products Partners (EPD)	0.1	$1.2M	-5%	37k	32.06	View chart
Air Products & Chemicals (APD)	0.1	$1.2M	+11%	4.7k	247.01	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$1.2M		10k	113.78	View chart
Stryker Corporation (SYK)	0.1	$1.2M	+22%	3.3k	351.49	View chart
Freeport-mcmoran CL B (FCX)	0.1	$1.2M		23k	50.79	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 Q4 filed Feb. 10, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z