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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, GLD, and represent 13.97% of Essex Financial Services's stock portfolio.
Added to shares of these 10 stocks: INFL, PYLD, VYMI, JCPB, RECS, JPST, CGBL, FEOE, PMBS, TBUX.
Started 59 new stock positions in HII, FISV, JAVA, VDIG, PSCM, BYND, Columbia Etf Tr I, HDEF, HAL, GVAL.
Reduced shares in these 10 stocks: GLD, AstraZeneca, CLOZ, ADM, SLV, APP, Amcor, DVN, WMB, TEAM.
Sold out of its positions in ADT, Alpine Global Premier Pptys Fd Com Sbi cef, AVAV, A, APP, AstraZeneca, TEAM, CTAS, CLF, DEO.
Essex Financial Services was a net buyer of stock by $41M.
Essex Financial Services has $1.8B in assets under management (AUM), dropping by 1.41%.
Central Index Key (CIK): 0001315785

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Portfolio Holdings for Essex Financial Services

Essex Financial Services holds 794 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Essex Financial Services has 794 total positions. Only the first 250 positions are shown.

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Download the Essex Financial Services March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.6	$82M		324k	253.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$57M		99k	577.18	View chart
Microsoft Corporation (MSFT)	2.2	$39M		105k	370.17	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	2.0	$37M		90k	407.69	View chart
Spdr Gold Tr Gold Shs (GLD)	1.9	$34M	-2%	80k	430.29	View chart
NVIDIA Corporation (NVDA)	1.8	$32M		185k	174.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$32M		112k	287.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$31M		47k	650.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.4	$26M		39k	653.20	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$25M		172k	148.10	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.4	$25M	+17%	950k	26.20	View chart
Exxon Mobil Corporation (XOM)	1.3	$23M		138k	169.66	View chart
Amazon (AMZN)	1.3	$23M	+2%	112k	208.27	View chart
Texas Pacific Land Corp (TPL)	1.3	$23M	+5%	48k	474.56	View chart
Eli Lilly & Co. (LLY)	1.2	$21M		23k	919.75	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	1.1	$19M		132k	142.43	View chart
JPMorgan Chase & Co. (JPM)	1.1	$19M		64k	294.16	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$18M	+15%	359k	50.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.9	$17M		86k	196.20	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.9	$17M	+18%	422k	38.98	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$16M		83k	191.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$16M		33k	479.20	View chart
Johnson & Johnson (JNJ)	0.8	$15M		61k	244.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$15M		51k	286.86	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.8	$14M		405k	35.44	View chart
Raytheon Technologies Corp (RTX)	0.8	$14M		73k	192.90	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.7	$13M	+7%	276k	47.53	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.7	$13M		130k	100.57	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$12M		114k	106.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$12M		54k	215.06	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.6	$12M	+4%	269k	42.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.6	$11M	+2%	35k	320.81	View chart
Tesla Motors (TSLA)	0.6	$10M		28k	371.76	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$10M	+3%	137k	75.19	View chart
Ishares Tr Core Div Grwth (DGRO)	0.6	$10M	-4%	144k	70.18	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.6	$9.9M	+14%	155k	64.08	View chart
Compass Diversified Sh Ben Int (CODI)	0.6	$9.8M		1.2M	7.86	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.6	$9.8M		255k	38.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$9.7M		22k	436.79	View chart
Chevron Corporation (CVX)	0.5	$9.7M		47k	206.90	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	0.5	$9.2M	+7%	170k	53.77	View chart
Meta Platforms Cl A (META)	0.5	$9.1M	+3%	16k	572.13	View chart
Caterpillar (CAT)	0.5	$9.0M		13k	708.46	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.5	$8.9M	+8%	88k	100.97	View chart
Procter & Gamble Company (PG)	0.5	$8.6M	-2%	60k	144.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$8.2M		29k	287.18	View chart
International Business Machines (IBM)	0.5	$8.2M		34k	242.39	View chart
Abbvie (ABBV)	0.5	$8.2M		38k	217.49	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.4	$8.0M	+3%	225k	35.59	View chart
Ge Aerospace Com New (GE)	0.4	$8.0M		28k	283.77	View chart
Capital Group Core Balanced SHS (CGBL)	0.4	$7.5M	+32%	217k	34.41	View chart
Visa Com Cl A (V)	0.4	$7.5M		25k	302.24	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$7.1M	+4%	12k	597.57	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$7.1M	+76%	75k	94.24	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$7.1M		76k	92.74	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$7.1M	+6%	27k	261.92	View chart
Coca-Cola Company (KO)	0.4	$7.0M		92k	76.05	View chart
Wal-Mart Stores (WMT)	0.4	$6.7M		54k	124.28	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.4	$6.6M	+22%	142k	46.40	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.4	$6.6M		97k	67.53	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	0.4	$6.5M	+74%	139k	47.08	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$6.5M		9.00	718140.00	View chart
Ge Vernova (GEV)	0.4	$6.3M	+4%	7.3k	872.89	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.3	$6.2M	-2%	149k	41.97	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$6.2M	-2%	67k	92.69	View chart
TJX Companies (TJX)	0.3	$6.2M	+2%	39k	159.70	View chart
Broadcom (AVGO)	0.3	$6.0M		20k	309.51	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$5.9M	+2%	81k	73.14	View chart
Spdr Series Trust State Street Spd (SDY)	0.3	$5.8M		40k	145.94	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.3	$5.8M	-3%	60k	97.23	View chart
Bank of America Corporation (BAC)	0.3	$5.7M		118k	48.75	View chart
Pimco Etf Tr Mtg Bkd Secs Act (PMBS)	0.3	$5.5M	+38%	110k	49.60	View chart
Merck & Co (MRK)	0.3	$5.3M		44k	120.29	View chart
Cisco Systems (CSCO)	0.3	$5.2M		68k	77.59	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$5.2M		12k	426.40	View chart
Pfizer (PFE)	0.3	$5.2M		184k	28.08	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$5.1M	+8%	53k	95.82	View chart
General Dynamics Corporation (GD)	0.3	$4.9M		14k	343.22	View chart
Philip Morris International (PM)	0.3	$4.9M	-2%	30k	165.34	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$4.9M	+12%	86k	56.68	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.3	$4.9M		95k	50.98	View chart
Listed Fds Tr Horizon Kinetics (INFL)	0.3	$4.8M	+332%	92k	52.06	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.3	$4.7M		31k	155.11	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.3	$4.7M	+7%	41k	114.91	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$4.7M	-2%	3.6k	1320.94	View chart
Costco Wholesale Corporation (COST)	0.3	$4.6M	+4%	4.7k	996.44	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$4.6M		83k	55.24	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$4.5M	+8%	112k	40.19	View chart
Home Depot (HD)	0.2	$4.4M		14k	328.88	View chart
Deere & Company (DE)	0.2	$4.4M	-4%	7.7k	563.30	View chart
Lockheed Martin Corporation (LMT)	0.2	$4.3M		7.2k	604.37	View chart
T Rowe Price Etf Small Mid Cap (TMSL)	0.2	$4.3M	+11%	118k	36.67	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$4.3M	-8%	94k	45.62	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.2	$4.3M	-3%	84k	51.18	View chart
Blue Foundry Bancorp	0.2	$4.3M		321k	13.24	View chart
Nextera Energy (NEE)	0.2	$4.1M	+3%	44k	92.88	View chart
Thermo Fisher Scientific (TMO)	0.2	$4.0M	+4%	8.2k	491.56	View chart
Rbb Fund Trust First Eagle Over (FEOE)	0.2	$4.0M	+70%	79k	50.46	View chart
Pepsi (PEP)	0.2	$3.9M		25k	155.29	View chart
Goldman Sachs (GS)	0.2	$3.9M		4.6k	845.94	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.2	$3.9M		78k	50.12	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$3.9M	-5%	30k	131.01	View chart
Southern Company (SO)	0.2	$3.8M		40k	96.52	View chart
McDonald's Corporation (MCD)	0.2	$3.8M	-2%	12k	310.79	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$3.8M		18k	213.67	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$3.7M	+12%	41k	90.53	View chart
Verizon Communications (VZ)	0.2	$3.5M		70k	50.20	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$3.5M		28k	128.12	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$3.5M		16k	217.26	View chart
Cummins (CMI)	0.2	$3.4M		6.4k	538.06	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$3.4M	+8%	45k	77.11	View chart
Spdr Series Trust State Street Spd (QUS)	0.2	$3.4M		20k	171.64	View chart
T Rowe Price Etf Ultra Shrt Trm (TBUX)	0.2	$3.4M	+65%	67k	49.75	View chart
Spdr Series Trust State Street Spd (BILS)	0.2	$3.3M	+10%	34k	99.44	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$3.3M		22k	151.41	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$3.3M	+35%	63k	52.64	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.2	$3.3M	-3%	38k	86.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$3.3M	-3%	4.7k	697.70	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.2	$3.3M	+13%	36k	92.28	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$3.2M		35k	92.76	View chart
Oracle Corporation (ORCL)	0.2	$3.2M	-6%	22k	147.11	View chart
Bristol Myers Squibb (BMY)	0.2	$3.2M	-3%	53k	60.65	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.2	$3.2M	+16%	108k	29.36	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$3.2M	+6%	60k	52.85	View chart
Eaton Corp SHS (ETN)	0.2	$3.1M	+2%	8.8k	357.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$3.1M	-3%	25k	124.31	View chart
Cheniere Energy Com New (LNG)	0.2	$3.1M	-10%	11k	283.75	View chart
Roper Industries (ROP)	0.2	$3.0M		8.6k	353.86	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$3.0M		26k	114.99	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$3.0M	+10%	8.9k	337.95	View chart
Union Pacific Corporation (UNP)	0.2	$3.0M		12k	242.61	View chart
Astera Labs (ALAB)	0.2	$3.0M	+4%	27k	109.60	View chart
T Rowe Price Etf Capital Apprecia (TCAL)	0.2	$2.9M	+9%	132k	22.35	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$2.9M	-2%	26k	113.11	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.2	$2.9M		63k	46.19	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.9M		12k	237.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$2.9M		12k	248.01	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.2	$2.8M		77k	36.21	View chart
Ishares Tr Core Msci Total (IXUS)	0.2	$2.8M	+2%	32k	86.64	View chart
Honeywell International (HON)	0.2	$2.7M	-10%	12k	226.02	View chart
Altria (MO)	0.1	$2.6M		40k	65.99	View chart
McKesson Corporation (MCK)	0.1	$2.6M	+5%	3.0k	865.24	View chart
Netflix (NFLX)	0.1	$2.6M	+5%	27k	96.15	View chart
At&t (T)	0.1	$2.6M	+2%	90k	28.99	View chart
Cigna Corp (CI)	0.1	$2.6M		9.8k	266.75	View chart
Vaneck Etf Trust Real Assets Etf (RAAX)	0.1	$2.6M	+3%	64k	40.71	View chart
Proshares Tr S&p 500 High Inc (ISPY)	0.1	$2.6M	+5%	59k	43.35	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$2.5M	+3%	23k	110.78	View chart
Abbott Laboratories (ABT)	0.1	$2.5M	-2%	25k	102.67	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$2.5M	-2%	7.7k	328.65	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.1	$2.5M	+31%	109k	22.75	View chart
T Rowe Price Etf Price Blue Chip (TCHP)	0.1	$2.5M	+9%	56k	44.18	View chart
Amgen (AMGN)	0.1	$2.4M		6.9k	351.86	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$2.4M		19k	125.46	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$2.4M	+40%	77k	30.68	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$2.4M	-3%	12k	203.79	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$2.3M		5.1k	463.16	View chart
Palantir Technologies Cl A (PLTR)	0.1	$2.3M	+14%	16k	146.28	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.1	$2.3M	+3%	65k	35.71	View chart
Travelers Companies (TRV)	0.1	$2.3M		7.9k	291.67	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$2.3M		6.3k	356.56	View chart
Carrier Global Corporation (CARR)	0.1	$2.2M	-3%	39k	56.31	View chart
Walt Disney Company (DIS)	0.1	$2.2M	-2%	23k	96.38	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.1	$2.1M		16k	131.25	View chart
PNC Financial Services (PNC)	0.1	$2.1M		10k	208.08	View chart
Duke Energy Corp Com New (DUK)	0.1	$2.1M		16k	130.94	View chart
Vanguard World Financials Etf (VFH)	0.1	$2.1M	-2%	17k	120.81	View chart
Sprott Focus Tr (FUND)	0.1	$2.1M		219k	9.54	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$2.1M	+4%	26k	79.27	View chart
UnitedHealth (UNH)	0.1	$2.1M	-5%	7.6k	270.57	View chart
Realty Income (O)	0.1	$2.0M	+5%	33k	61.18	View chart
Citigroup Com New (C)	0.1	$2.0M		18k	113.41	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.0M		9.5k	211.15	View chart
Mastercard Incorporated Cl A (MA)	0.1	$2.0M		4.0k	499.66	View chart
Allstate Corporation (ALL)	0.1	$2.0M	+3%	9.6k	207.34	View chart
Advisors Inner Circle Fd Iii Gqg Us Equity Et (GQGU)	0.1	$2.0M	+21%	74k	26.91	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$2.0M	-28%	29k	68.14	View chart
Adobe Systems Incorporated (ADBE)	0.1	$1.9M	+4%	8.0k	243.08	View chart
Intel Corporation (INTC)	0.1	$1.9M	-9%	44k	44.13	View chart
Linde SHS (LIN)	0.1	$1.9M		3.8k	495.80	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$1.9M		21k	88.46	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$1.9M		9.8k	191.81	View chart
ConocoPhillips (COP)	0.1	$1.8M	-5%	14k	132.00	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$1.8M		22k	82.43	View chart
Chubb (CB)	0.1	$1.8M		5.6k	325.95	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.8M		6.5k	272.35	View chart
Vanguard World Energy Etf (VDE)	0.1	$1.8M	-2%	10k	173.05	View chart
Ares Capital Corporation (ARCC)	0.1	$1.7M	-6%	97k	18.02	View chart
Vanguard World Materials Etf (VAW)	0.1	$1.7M		7.7k	225.33	View chart
Bank of New York Mellon Corporation (BK)	0.1	$1.7M	-19%	14k	118.63	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$1.7M		7.6k	218.76	View chart
Amphenol Corp Cl A (APH)	0.1	$1.7M	-3%	13k	126.35	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.7M		2.7k	616.74	View chart
Advanced Micro Devices (AMD)	0.1	$1.6M	+11%	8.0k	203.44	View chart
Waste Management (WM)	0.1	$1.6M	-2%	7.1k	229.79	View chart
Wells Fargo & Company (WFC)	0.1	$1.6M	-5%	20k	79.61	View chart
Fidelity Covington Trust Enhanced Large (FELV)	0.1	$1.6M	-2%	46k	34.91	View chart
Fidelity Covington Trust Msci Indl Indx (FIDU)	0.1	$1.6M	+13%	19k	86.52	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.6M	-2%	32k	49.37	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.6M		17k	95.48	View chart
Ea Series Trust Strive Enhanced (BUXX)	0.1	$1.6M	+10%	77k	20.24	View chart
Trane Technologies SHS (TT)	0.1	$1.5M	+3%	3.7k	416.74	View chart
CVS Caremark Corporation (CVS)	0.1	$1.5M	+6%	21k	71.82	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.5M	+51%	5.0k	298.85	View chart
Lowe's Companies (LOW)	0.1	$1.5M	+13%	6.3k	236.27	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$1.5M	+10%	17k	88.16	View chart
Lam Research Corp Com New (LRCX)	0.1	$1.5M		6.9k	213.66	View chart
Webster Financial Corporation (WBS)	0.1	$1.5M	+4%	21k	69.42	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$1.5M	-2%	8.1k	179.84	View chart
Corning Incorporated (GLW)	0.1	$1.4M	-9%	11k	135.97	View chart
Stanley Black & Decker (SWK)	0.1	$1.4M	-3%	20k	71.06	View chart
Landbridge Company Cl A (LB)	0.1	$1.4M	+6%	20k	69.05	View chart
Novartis Sponsored Adr (NVS)	0.1	$1.4M		9.1k	152.75	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	0.1	$1.4M	+29%	39k	35.96	View chart
Boeing Company (BA)	0.1	$1.4M	+13%	7.0k	199.04	View chart
Kkr & Co (KKR)	0.1	$1.4M	-2%	15k	92.50	View chart
American Express Company (AXP)	0.1	$1.4M	+4%	4.5k	302.48	View chart
Enterprise Products Partners (EPD)	0.1	$1.4M		36k	37.84	View chart
America Movil Sab De Cv Spon Ads Rp Cl B (AMX)	0.1	$1.4M		53k	25.48	View chart
Emerson Electric (EMR)	0.1	$1.4M	+5%	10k	131.03	View chart
Applied Materials (AMAT)	0.1	$1.3M	-5%	3.9k	341.80	View chart
Cme (CME)	0.1	$1.3M		4.6k	295.35	View chart
Eversource Energy (ES)	0.1	$1.3M	+2%	19k	69.28	View chart
Marsh & McLennan Companies (MRSH)	0.1	$1.3M	+10%	7.7k	173.45	View chart
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)	0.1	$1.3M		29k	46.74	View chart
3M Company (MMM)	0.1	$1.3M	-4%	9.2k	145.23	View chart
Qualcomm (QCOM)	0.1	$1.3M	-4%	10k	128.78	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$1.3M		44k	30.32	View chart
Automatic Data Processing (ADP)	0.1	$1.3M		6.4k	203.18	View chart
Charles Schwab Corporation (SCHW)	0.1	$1.3M	+7%	14k	93.98	View chart
Otis Worldwide Corp (OTIS)	0.1	$1.3M	-8%	17k	77.08	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.3M		13k	99.97	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.1	$1.3M	+27%	26k	50.19	View chart
CSX Corporation (CSX)	0.1	$1.3M		31k	41.05	View chart
Spdr Series Trust State Street Spd (XOP)	0.1	$1.3M	-5%	7.1k	181.82	View chart
Arista Networks Com Shs (ANET)	0.1	$1.3M	+36%	10k	122.78	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$1.3M		3.5k	358.98	View chart
Freeport Mcmoran CL B (FCX)	0.1	$1.3M	-6%	21k	58.78	View chart
M&T Bank Corporation (MTB)	0.1	$1.2M	-6%	6.0k	206.73	View chart
PPG Industries (PPG)	0.1	$1.2M		12k	106.88	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$1.2M	+14%	7.7k	161.73	View chart
Norfolk Southern (NSC)	0.1	$1.2M	-7%	4.3k	287.02	View chart
Permian Basin Rty Tr Unit Ben Int (PBT)	0.1	$1.2M	-2%	58k	21.52	View chart
Air Products & Chemicals (APD)	0.1	$1.2M	-10%	4.2k	290.48	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	0.1	$1.2M	+61%	16k	77.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$1.2M		36k	33.77	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.1	$1.2M	-5%	18k	68.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$1.2M	+10%	6.6k	184.27	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$1.2M	-28%	19k	62.68	View chart
Medtronic SHS (MDT)	0.1	$1.2M	-4%	14k	86.65	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 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
Essex Financial Services 2022 Q3 filed Nov. 7, 2022

View all past filings

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