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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, VOOG, MSFT, GOOGL, and represent 14.30% of Essex Financial Services's stock portfolio.
Added to shares of these 10 stocks: VOOG (+$37M), VUG (+$9.5M), VO (+$6.9M), NOBL (+$6.1M), IWF, VGT, JCPB, FULT, CGMM, CGUS.
Started 86 new stock positions in NBIS, A, Calamos Autocallable Growth Etf, NVO, SPYV, OPEN, GIS, CRUX, VRSK, VSDB.
Reduced shares in these 10 stocks: Blue Foundry Bancorp, Honeywell International, QQQ, RECS, NVDA, CWEN.A, FBND, CGGR, AAPL, BRK.A.
Sold out of its positions in AGNC, AUR, ADSK, CAR, BCE, BXSL, Blue Foundry Bancorp, CCC, CTRA, CDNS.
Essex Financial Services was a net buyer of stock by $106M.
Essex Financial Services has $2.0B in assets under management (AUM), dropping by 12.64%.
Central Index Key (CIK): 0001315785

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Portfolio Holdings for Essex Financial Services

Essex Financial Services holds 836 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Essex Financial Services has 836 total positions. Only the first 250 positions are shown.

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Download the Essex Financial Services June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.6	$93M		320k	289.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.5	$71M	-2%	97k	736.40	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	2.2	$44M	+497%	535k	82.62	View chart
Microsoft Corporation (MSFT)	2.0	$40M		106k	373.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.0	$39M		110k	357.37	View chart
NVIDIA Corporation (NVDA)	1.8	$36M	-3%	179k	200.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$35M		47k	746.77	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$31M	+4%	41k	748.90	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$29M		78k	368.38	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$27M		173k	158.03	View chart
Eli Lilly & Co. (LLY)	1.4	$27M	-2%	23k	1199.42	View chart
Amazon (AMZN)	1.3	$27M		114k	238.34	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.3	$27M	+5%	998k	26.52	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$22M		132k	164.27	View chart
JPMorgan Chase & Co. (JPM)	1.0	$21M		63k	327.33	View chart
Texas Pacific Land Corp (TPL)	1.0	$21M		47k	437.64	View chart
Exxon Mobil Corporation (XOM)	0.9	$19M		139k	136.72	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.9	$19M	+4%	376k	50.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$19M		85k	217.93	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$18M		84k	212.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$18M		51k	353.33	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.8	$17M	-7%	392k	43.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$17M	+2%	34k	500.39	View chart
Johnson & Johnson (JNJ)	0.8	$15M		60k	253.97	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.7	$15M		278k	54.03	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.7	$14M	+3%	278k	49.28	View chart
Raytheon Technologies Corp (RTX)	0.7	$14M	-2%	71k	189.73	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.7	$14M	+18%	303k	44.48	View chart
Compass Diversified Sh Ben Int (CODI)	0.7	$13M		1.2M	10.66	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.7	$13M		36k	370.04	View chart
Caterpillar (CAT)	0.7	$13M	-2%	12k	1064.90	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.6	$13M		128k	100.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$13M		54k	236.62	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.6	$13M	+95%	223k	56.16	View chart
Astera Labs (ALAB)	0.6	$12M	-5%	26k	483.02	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$12M		137k	90.10	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.6	$12M		408k	30.17	View chart
Ge Aerospace Com New (GE)	0.6	$12M	+11%	31k	373.73	View chart
Tesla Motors (TSLA)	0.6	$12M		28k	420.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$12M	+3%	161k	71.25	View chart
Vanguard Index Fds Growth Etf (VUG)	0.6	$11M	+498%	133k	86.14	View chart
Ishares Tr Core Div Grwth (DGRO)	0.5	$11M		143k	75.79	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.5	$11M	+63%	226k	46.94	View chart
International Business Machines (IBM)	0.5	$9.9M	+4%	35k	281.21	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.5	$9.4M	+2%	230k	41.10	View chart
Ge Vernova (GEV)	0.5	$9.4M	+10%	8.0k	1174.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$9.2M	+301%	114k	80.57	View chart
Meta Platforms Cl A (META)	0.5	$9.1M		16k	563.29	View chart
Capital Group Core Balanced SHS (CGBL)	0.5	$9.1M	+10%	240k	37.96	View chart
Abbvie (ABBV)	0.4	$9.0M	-4%	36k	251.64	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.4	$8.8M	-3%	165k	53.50	View chart
Procter & Gamble Company (PG)	0.4	$8.6M	-2%	58k	146.64	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$8.5M	+4%	28k	303.12	View chart
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)	0.4	$8.4M	-5%	83k	100.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$8.2M		12k	686.81	View chart
Visa Com Cl A (V)	0.4	$7.8M	-7%	23k	343.09	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.4	$7.7M	+6%	150k	50.95	View chart
Cisco Systems (CSCO)	0.4	$7.6M	-3%	65k	117.46	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$7.6M	+2%	77k	98.20	View chart
Chevron Corporation (CVX)	0.4	$7.5M	-2%	46k	165.76	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.4	$7.5M	+2%	78k	96.46	View chart
Coca-Cola Company (KO)	0.4	$7.5M		92k	81.27	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.4	$7.4M	+4%	3.7k	1989.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$7.3M	-2%	94k	77.11	View chart
Broadcom (AVGO)	0.4	$7.3M		19k	377.76	View chart
Ea Series Trust Strive 500 Etf (STXF)	0.4	$7.2M		148k	48.30	View chart
Capital Group Equity Etf Tr Us Sm Mi Ca Etf (CGMM)	0.4	$7.1M	+98%	215k	32.97	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$6.8M	+3%	62k	110.32	View chart
Bank of America Corporation (BAC)	0.3	$6.7M		117k	56.98	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.3	$6.6M	+36%	106k	62.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$6.2M	+304%	50k	124.17	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$6.1M		82k	74.90	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.3	$6.1M		40k	152.18	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$6.0M	-11%	8.00	748850.00	View chart
Wal-Mart Stores (WMT)	0.3	$5.9M	-2%	53k	113.26	View chart
T Rowe Price Exchange-traded Small Mid Cap (TMSL)	0.3	$5.9M	+13%	135k	43.85	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.3	$5.8M	+6%	117k	49.38	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$5.8M		31k	188.09	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$5.6M	+5%	44k	127.76	View chart
Merck & Co (MRK)	0.3	$5.6M	-2%	43k	128.50	View chart
Intel Corporation (INTC)	0.3	$5.5M	-10%	39k	139.63	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.3	$5.5M	+29%	103k	53.40	View chart
Philip Morris International (PM)	0.3	$5.4M		30k	180.91	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$5.3M	+4%	55k	95.61	View chart
TJX Companies (TJX)	0.3	$5.3M	-10%	35k	151.50	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$5.2M	-2%	65k	79.42	View chart
Deere & Company (DE)	0.3	$5.0M	+2%	8.0k	634.33	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$5.0M	+3%	89k	56.48	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.2	$4.9M	-2%	81k	60.29	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.2	$4.9M	+13%	95k	51.27	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$4.9M	+761%	41k	119.52	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$4.8M		7.6k	640.75	View chart
General Dynamics Corporation (GD)	0.2	$4.8M	-5%	14k	354.23	View chart
Home Depot (HD)	0.2	$4.8M		14k	352.69	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$4.8M	+19%	49k	96.58	View chart
Listed Fds Tr Hori Ki Infl Etf (INFL)	0.2	$4.7M		93k	49.88	View chart
Goldman Sachs (GS)	0.2	$4.5M	-3%	4.5k	1011.44	View chart
Pfizer (PFE)	0.2	$4.5M		186k	24.08	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.2	$4.3M	-18%	92k	47.20	View chart
Cummins (CMI)	0.2	$4.3M	-4%	6.1k	713.20	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.2	$4.3M	+72%	188k	22.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$4.3M		18k	242.43	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$4.3M	-12%	84k	51.00	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$4.2M		8.9k	477.58	View chart
Costco Wholesale Corporation (COST)	0.2	$4.2M	-3%	4.5k	935.55	View chart
Fulton Financial (FULT)	0.2	$4.1M	NEW	168k	24.19	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$4.0M		28k	146.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$4.0M	+5%	47k	85.49	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$4.0M	+6%	13k	302.96	View chart
Advanced Micro Devices (AMD)	0.2	$4.0M	-15%	6.8k	580.93	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.9M		16k	242.99	View chart
Eaton Corp SHS (ETN)	0.2	$3.9M	+3%	9.1k	426.12	View chart
T Rowe Price Exchange-traded Ultra Shrt Trm (TBUX)	0.2	$3.9M	+15%	78k	49.77	View chart
Thermo Fisher Scientific (TMO)	0.2	$3.8M	-6%	7.7k	501.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.8M		25k	148.31	View chart
Nextera Energy (NEE)	0.2	$3.8M		43k	87.77	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.2	$3.7M		20k	186.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$3.6M	+4%	12k	300.45	View chart
Lockheed Martin Corporation (LMT)	0.2	$3.6M		7.1k	509.47	View chart
Southern Company (SO)	0.2	$3.6M	-6%	37k	95.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$3.5M		26k	137.53	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$3.5M		76k	45.44	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$3.4M		38k	91.57	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$3.4M		22k	156.30	View chart
Union Pacific Corporation (UNP)	0.2	$3.4M		13k	271.99	View chart
Oracle Corporation (ORCL)	0.2	$3.4M	+5%	23k	146.55	View chart
McDonald's Corporation (MCD)	0.2	$3.4M	+2%	13k	270.31	View chart
Pepsi (PEP)	0.2	$3.4M		25k	135.40	View chart
Spdr Series Trust St Str Bl 12 Etf (BILS)	0.2	$3.4M		34k	99.38	View chart
UnitedHealth (UNH)	0.2	$3.3M	+4%	8.0k	415.63	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$3.3M		29k	112.32	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$3.3M		36k	92.21	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$3.3M	-23%	72k	45.49	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.3M		35k	93.92	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$3.2M	+3%	27k	117.67	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$3.2M		60k	53.19	View chart
Proshares Tr S&p 500 High Etf (ISPY)	0.2	$3.2M	+12%	66k	48.19	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.2	$3.1M		23k	133.25	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$3.1M		32k	95.44	View chart
Verizon Communications (VZ)	0.1	$3.0M		71k	42.34	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$3.0M	+73%	8.7k	343.92	View chart
Bristol Myers Squibb (BMY)	0.1	$3.0M	-3%	51k	57.62	View chart
T Rowe Price Exchange-traded Cap App Prem Etf (TCAL)	0.1	$2.9M		132k	22.20	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.9M	-9%	56k	51.85	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.9M	-2%	6.7k	433.33	View chart
Roper Industries (ROP)	0.1	$2.9M		8.5k	338.39	View chart
Altria (MO)	0.1	$2.9M		40k	71.95	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.1	$2.8M	+2%	57k	50.09	View chart
Netflix (NFLX)	0.1	$2.8M	+42%	39k	71.40	View chart
Applied Materials (AMAT)	0.1	$2.7M	-5%	3.7k	722.98	View chart
Travelers Companies (TRV)	0.1	$2.7M	+2%	8.1k	330.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.7M	+8%	84k	31.71	View chart
Carrier Global Corporation (CARR)	0.1	$2.7M	-8%	36k	73.35	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$2.7M		5.1k	522.37	View chart
Dimensional Etf Trust Us Larg Valu Etf (DFLV)	0.1	$2.6M		66k	39.54	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.6M		6.3k	409.51	View chart
Cigna Corp (CI)	0.1	$2.6M	-4%	9.3k	275.69	View chart
PNC Financial Services (PNC)	0.1	$2.5M		10k	246.23	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$2.5M		63k	39.57	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$2.5M		63k	39.67	View chart
Cheniere Energy Com New (LNG)	0.1	$2.5M	-3%	10k	239.00	View chart
CVS Caremark Corporation (CVS)	0.1	$2.5M	+11%	24k	103.45	View chart
Corning Incorporated (GLW)	0.1	$2.5M	-9%	9.6k	255.44	View chart
Citigroup Com New (C)	0.1	$2.5M		18k	139.96	View chart
Amgen (AMGN)	0.1	$2.5M		6.8k	362.14	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$2.4M	-7%	11k	219.21	View chart
Amphenol Corp Cl A (APH)	0.1	$2.3M		13k	176.32	View chart
Vanguard World Financials Etf (VFH)	0.1	$2.3M		17k	131.60	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$2.3M		16k	141.66	View chart
McKesson Corporation (MCK)	0.1	$2.3M		3.0k	755.57	View chart
Allstate Corporation (ALL)	0.1	$2.2M		9.4k	237.94	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$2.2M	+85%	29k	77.23	View chart
Micron Technology (MU)	0.1	$2.2M	-13%	1.9k	1154.36	View chart
Walt Disney Company (DIS)	0.1	$2.1M	-3%	22k	96.25	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.1M	+3%	4.2k	513.60	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$2.1M		15k	144.61	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.1M	-2%	9.5k	219.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.1M	-3%	9.2k	227.05	View chart
Sprott Focus Tr (FUND)	0.1	$2.1M		219k	9.48	View chart
Realty Income (O)	0.1	$2.0M		33k	61.96	View chart
Dell Technologies CL C (DELL)	0.1	$2.0M	-10%	4.6k	431.45	View chart
Linde SHS (LIN)	0.1	$2.0M		3.9k	518.88	View chart
Abbott Laboratories (ABT)	0.1	$2.0M	-10%	22k	90.74	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.0M	-2%	16k	126.58	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$2.0M	+7%	21k	95.98	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$2.0M		21k	93.38	View chart
Advisors Inner Circle Fd Iii Gqg Us Equit Etf (GQGU)	0.1	$2.0M	+4%	77k	25.40	View chart
Vanguard World Health Car Etf (VHT)	0.1	$2.0M		6.5k	299.02	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$2.0M		22k	88.54	View chart
Palantir Technologies Cl A (PLTR)	0.1	$1.9M	+4%	17k	116.67	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.9M		17k	117.02	View chart
Stanley Black & Decker (SWK)	0.1	$1.9M		20k	94.12	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.9M		2.7k	703.34	View chart
Chubb (CB)	0.1	$1.9M		5.5k	340.75	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$1.9M		19k	99.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.9M	-10%	24k	79.03	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.9M		13k	144.48	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$1.8M		46k	40.09	View chart
At&t (T)	0.1	$1.8M	-3%	88k	20.70	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.8M		28k	63.85	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$1.8M	+153%	18k	100.16	View chart
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)	0.1	$1.8M	NEW	30k	58.91	View chart
Vanguard World Materials Etf (VAW)	0.1	$1.8M		7.8k	228.80	View chart
Arista Networks Com Shs (ANET)	0.1	$1.8M		11k	169.88	View chart
Ares Capital Corporation (ARCC)	0.1	$1.8M		96k	18.53	View chart
Qualcomm (QCOM)	0.1	$1.7M	-8%	9.5k	184.78	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.1	$1.7M	+109%	57k	30.37	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$1.7M		32k	53.61	View chart
Fidelity Covington Trust Fidelity Fund Lr (FFLG)	0.1	$1.7M	NEW	50k	34.68	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.7M	-7%	7.1k	242.41	View chart
Wells Fargo & Company (WFC)	0.1	$1.7M		21k	82.64	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$1.7M	-2%	19k	89.85	View chart
Trane Technologies SHS (TT)	0.1	$1.7M	-7%	3.4k	491.16	View chart
Waste Management (WM)	0.1	$1.7M	+6%	7.5k	222.87	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	0.1	$1.7M	+7%	41k	40.58	View chart
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)	0.1	$1.6M	+159%	35k	47.74	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.1	$1.6M	+9%	5.7k	285.56	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$1.6M	+4%	80k	20.24	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.1	$1.6M	+24%	32k	50.31	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.6M	-2%	7.8k	205.02	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$1.6M	-3%	6.3k	252.23	View chart
ConocoPhillips (COP)	0.1	$1.5M	+7%	15k	103.96	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$1.5M		29k	53.47	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.5M		10k	150.12	View chart
American Express Company (AXP)	0.1	$1.5M		4.5k	338.29	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	0.1	$1.5M	+90%	19k	82.49	View chart
Boeing Company (BA)	0.1	$1.5M		7.0k	216.48	View chart
Eversource Energy (ES)	0.1	$1.5M	+7%	21k	72.27	View chart
Landbridge Company Cl A (LB)	0.1	$1.5M	-7%	19k	79.24	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$1.5M	+47%	13k	118.99	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.5M		8.1k	183.95	View chart
M&T Bank Corporation (MTB)	0.1	$1.5M	+3%	6.3k	238.02	View chart
3M Company (MMM)	0.1	$1.5M		9.1k	161.92	View chart
Columbia Etf Tr I Resh Enhnc Vlu (REVS)	0.1	$1.5M	+59%	47k	31.44	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.1	$1.5M	+2%	7.9k	185.23	View chart
Emerson Electric (EMR)	0.1	$1.5M		10k	143.14	View chart
Proshares Tr Nasdaq 100 High (IQQQ)	0.1	$1.4M	+12%	28k	50.80	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$1.4M	+27%	32k	44.36	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$1.4M	+100%	29k	48.92	View chart
CSX Corporation (CSX)	0.1	$1.4M	-3%	30k	47.53	View chart
Enterprise Products Partners (EPD)	0.1	$1.4M	+7%	39k	36.76	View chart
Automatic Data Processing (ADP)	0.1	$1.4M		6.4k	223.96	View chart
Permian Basin Rty Tr Unit Ben Int (PBT)	0.1	$1.4M		57k	25.04	View chart
PPG Industries (PPG)	0.1	$1.4M		12k	121.29	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.4M		9.0k	156.72	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	0.1	$1.4M	+34%	23k	60.29	View chart
Lowe's Companies (LOW)	0.1	$1.4M		6.4k	220.48	View chart
America Movil Sab De Cv Spon Ads Rp Cl B (AMX)	0.1	$1.4M		53k	25.99	View chart
Welltower Inc Com reit (WELL)	0.1	$1.4M	+4%	6.0k	226.98	View chart
Webster Financial Corporation (WBS)	0.1	$1.4M	-14%	18k	76.42	View chart

Past Filings by Essex Financial Services

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

Essex Financial Services 2026 Q2 filed Aug. 10, 2026
Essex Financial Services 2026 Q1 filed April 24, 2026
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

View all past filings

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