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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, MSFT, QQQ, VOOG, SPY, and represent 15.56% of Essex Financial Services's stock portfolio.
Added to shares of these 10 stocks: TPL (+$9.1M), IJH, ITOT, IVV, MOAT, SPY, WMT, STRV, SOXX, MSFT.
Started 50 new stock positions in TQQQ, APTV, SMMD, GIS, IYH, DOCU, WELL, STXG, JBND, VOX.
Reduced shares in these 10 stocks: USFR, STX, IRM, JNJ, NYCB, CODI, XOM, PRFZ, RAAX, RFV.
Sold out of its positions in AFRM, APLT, TEAM, CNQ, CLX, RIET, HAL, RFV, PRFZ, TLT. KWEB, NYCB, ODFL, PFN, QUBT, CWB, KRE, IVOV, BIV, STX.
Essex Financial Services was a net buyer of stock by $59M.
Essex Financial Services has $1.1B in assets under management (AUM), dropping by 12.12%.
Central Index Key (CIK): 0001315785

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Portfolio Holdings for Essex Financial Services

Essex Financial Services holds 539 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Essex Financial Services has 539 total positions. Only the first 250 positions are shown.

Sign up to view all of the Essex Financial Services March 31, 2024 positions
Download the Essex Financial Services March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	4.5	$48M	+2%	282k	171.48	View chart
Microsoft Stock (MSFT)	3.6	$39M	+3%	92k	420.72	View chart
Invesco Qqq Trust Etf (QQQ)	3.3	$35M	+2%	80k	444.01	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	2.2	$24M	+2%	79k	304.71	View chart
Spdr S&p 500 Etf Etf (SPY)	2.1	$22M	+8%	43k	523.07	View chart
Amazon.com Stock (AMZN)	2.0	$21M	+5%	118k	180.38	View chart
Eli Lilly & Co Stock (LLY)	1.9	$21M	+6%	27k	777.95	View chart
Compass Diversified Holdings Stock (CODI)	1.7	$18M	-2%	755k	24.07	View chart
Vanguard High Dividend Yield Etf (VYM)	1.7	$18M		149k	120.99	View chart
Google Stock (GOOGL)	1.5	$17M		110k	150.93	View chart
Nvidia Corp Stock (NVDA)	1.5	$16M	+7%	18k	903.58	View chart
Spdr Gold Etf Etf (GLD)	1.4	$16M		76k	205.72	View chart
Proshares Tr S&p 500 Aristocrats Etf (NOBL)	1.4	$15M		151k	101.41	View chart
Texas Pacific Land Corporation Stock (TPL)	1.3	$14M	+193%	24k	578.50	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.3	$14M		32k	420.52	View chart
Exxon Mobil Corp Stock (XOM)	1.2	$13M	-3%	115k	116.24	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.2	$13M	+8%	76k	169.40	View chart
Ishares S&p 500 Index Etf (IVV)	1.1	$12M	+23%	23k	525.73	View chart
Jpmorgan Chase & Co Stock (JPM)	1.1	$12M		60k	200.30	View chart
Vanguard Value Etf Etf (VTV)	1.0	$11M	+6%	68k	162.86	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.9	$10M		56k	182.61	View chart
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)	0.9	$10M	+6%	198k	50.45	View chart
Pimco Enhanced Short Maturity Etf Etf (MINT)	0.9	$9.8M	+2%	98k	100.54	View chart
Johnson & Johnson Stock (JNJ)	0.9	$9.8M	-6%	62k	158.19	View chart
Procter And Gamble Stock (PG)	0.8	$9.2M		57k	162.25	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.8	$8.7M	+49%	76k	115.30	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.8	$8.2M		142k	58.06	View chart
Rtx Corporation Stock (RTX)	0.7	$7.5M		77k	97.53	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.7	$7.5M		29k	259.90	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.7	$7.5M		433k	17.30	View chart
Chevron Corp Stock (CVX)	0.7	$7.2M	-4%	46k	157.74	View chart
Pfizer Stock (PFE)	0.7	$7.2M	-4%	259k	27.75	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$7.0M	+9%	15k	485.58	View chart
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)	0.6	$6.5M		78k	83.58	View chart
Visa Stock (V)	0.6	$6.5M		23k	279.08	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$6.4M	-2%	42k	152.26	View chart
Home Depot Stock (HD)	0.6	$6.4M		17k	383.61	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	0.5	$5.9M	-3%	90k	65.87	View chart
Intl Business Machines Stock (IBM)	0.5	$5.9M	+2%	31k	190.96	View chart
Blue Foundry Bancorp Stock (BLFY)	0.5	$5.8M	+3%	615k	9.36	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.5	$5.7M		43k	131.24	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.5	$5.6M	+415%	93k	60.74	View chart
Vanguard Mid Cap Etf (VO)	0.5	$5.6M	+2%	22k	249.86	View chart
Unitedhealth Group Stock (UNH)	0.5	$5.5M	-4%	11k	494.72	View chart
Jpmorgan Equity Premium Income Fund Jpmorgan Equity Premium Income Fund Etf (JEPI)	0.5	$5.5M	+4%	95k	57.86	View chart
Abbvie Stock (ABBV)	0.5	$5.5M	+4%	30k	182.10	View chart
Tesla Motors Stock (TSLA)	0.5	$5.3M		30k	175.79	View chart
Roper Industries Stock (ROP)	0.5	$5.3M		9.4k	560.84	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.5	$5.2M		62k	84.09	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.5	$5.1M		8.00	634440.00	View chart
Merck & Co Stock (MRK)	0.5	$5.0M	+3%	38k	131.95	View chart
Vanguard Small Cap Etf Etf (VB)	0.5	$5.0M		22k	228.59	View chart
Vanguard Growth Etf Etf (VUG)	0.4	$4.9M	+31%	14k	344.19	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.4	$4.8M	+5%	80k	60.42	View chart
Market Vectors Etf Trmorningstar Wide Moat Researchetf Etf (MOAT)	0.4	$4.8M	+81%	53k	89.90	View chart
Coca Cola Stock (KO)	0.4	$4.7M	+11%	77k	61.18	View chart
Pepsico Stock (PEP)	0.4	$4.7M		27k	175.01	View chart
Caterpillar Stock (CAT)	0.4	$4.5M	+6%	12k	366.42	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.4	$4.3M	+3%	13k	337.05	View chart
Bank America Corp Stock (BAC)	0.4	$4.3M	+7%	112k	37.92	View chart
Adobe Sys Stock (ADBE)	0.4	$4.2M	+3%	8.4k	504.60	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.4	$4.1M	+6%	37k	110.52	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.4	$4.1M	+29%	126k	32.50	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL)	0.4	$4.1M	-2%	52k	78.56	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.4	$3.8M	+6%	123k	31.16	View chart
Tjx Cos Stock (TJX)	0.3	$3.7M	+3%	36k	101.42	View chart
Cisco Sys Stock (CSCO)	0.3	$3.4M	-7%	69k	49.91	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.3	$3.4M		40k	85.65	View chart
Cigna Corp Stock (CI)	0.3	$3.4M	-2%	9.4k	363.17	View chart
Blackstone Group Stock (BX)	0.3	$3.4M	+7%	26k	131.37	View chart
General Dynamics Corp Stock (GD)	0.3	$3.4M		12k	282.48	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$3.4M	+6%	7.0k	480.68	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$3.4M	+2%	18k	191.88	View chart
Union Pac Corp Stock (UNP)	0.3	$3.3M		14k	245.93	View chart
Thermo Fisher Scientific Stock (TMO)	0.3	$3.3M		5.6k	581.24	View chart
Alps Trust Etf Alerian M Etf (AMLP)	0.3	$3.2M	+19%	68k	47.46	View chart
Costco Wholesale Corp Stock (COST)	0.3	$3.2M	+9%	4.4k	732.57	View chart
Mcdonalds Corp Stock (MCD)	0.3	$3.2M	+2%	11k	281.94	View chart
Strive 500 Etf Etf (STRV)	0.3	$3.1M	+72%	93k	33.66	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.3	$3.1M		45k	67.86	View chart
Pioneer Natural Resources Stock (PXD)	0.3	$3.0M	-8%	11k	262.51	View chart
Ge Aerospace Stock (GE)	0.3	$2.9M		17k	175.53	View chart
Automatic Data Processing Stock (ADP)	0.3	$2.9M		12k	249.73	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$2.9M		6.3k	454.84	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.3	$2.9M		16k	179.11	View chart
Ishares Dj Select Dividend Etf (DVY)	0.3	$2.8M	-6%	23k	123.18	View chart
Verizon Communications Stock (VZ)	0.3	$2.7M		65k	41.96	View chart
Powershares Ftse Rafi Us 1000 Etf (PRF)	0.3	$2.7M	+48%	71k	38.47	View chart
Elevance Health Stock (ELV)	0.2	$2.7M	-2%	5.2k	518.54	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.2	$2.7M		23k	117.21	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$2.6M	+10%	51k	50.17	View chart
Oracle Corporation Stock (ORCL)	0.2	$2.6M	-4%	20k	125.61	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.2	$2.5M	-51%	49k	50.29	View chart
Southern Stock (SO)	0.2	$2.5M	-3%	34k	71.74	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.2	$2.5M	+40%	54k	45.31	View chart
Avago Technologies Stock (AVGO)	0.2	$2.4M		1.8k	1325.07	View chart
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ)	0.2	$2.4M	+7%	83k	28.91	View chart
Vanguard Total Intl Stock Idex Etf Etf (VXUS)	0.2	$2.4M	+27%	40k	60.30	View chart
Carrier Global Corporation Stock (CARR)	0.2	$2.3M		40k	58.13	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$2.3M	+6%	27k	84.44	View chart
Abbott Labs Stock (ABT)	0.2	$2.3M	+6%	20k	113.66	View chart
Cvs Health Corp Stock (CVS)	0.2	$2.3M	-4%	29k	79.76	View chart
Conocophillips Stock (COP)	0.2	$2.3M	-2%	18k	127.28	View chart
Diamondback Energy Stock (FANG)	0.2	$2.2M	-13%	11k	198.17	View chart
Deere & Co Stock (DE)	0.2	$2.2M		5.4k	410.72	View chart
Sprott Focus Tr Cef (FUND)	0.2	$2.2M		268k	8.04	View chart
Intel Corp Stock (INTC)	0.2	$2.2M		49k	44.17	View chart
Walmart Stock (WMT)	0.2	$2.1M	+228%	35k	60.17	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$2.1M	+26%	7.8k	270.51	View chart
Honeywell Intl Stock (HON)	0.2	$2.1M	-4%	10k	205.25	View chart
Disney Walt Stock (DIS)	0.2	$2.0M	+13%	17k	122.36	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.2	$2.0M	+45%	9.5k	210.30	View chart
Cheniere Energy Stock (LNG)	0.2	$2.0M		12k	161.29	View chart
Ppg Inds Stock (PPG)	0.2	$1.9M		13k	144.90	View chart
Vanguard Energy Etf (VDE)	0.2	$1.9M	-4%	15k	131.70	View chart
Silver Wheaton Corp Stock (WPM)	0.2	$1.9M	-2%	40k	47.13	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.2	$1.9M	-7%	24k	77.31	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$1.9M	+4%	9.9k	186.80	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.2	$1.8M	+219%	8.2k	225.91	View chart
Ishares Msci Global Metals & Mining Producers Etf Etf (PICK)	0.2	$1.8M	-4%	44k	41.70	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.2	$1.8M		4.6k	397.79	View chart
Philip Morris Intl Stock (PM)	0.2	$1.8M	-2%	20k	91.62	View chart
Norfolk Southern Crp Stock (NSC)	0.2	$1.8M		7.2k	254.87	View chart
Pimco Enhanced Low Duration Active Etf Etf (LDUR)	0.2	$1.8M	+22%	19k	94.86	View chart
Alibaba Group Hldg Adr (BABA)	0.2	$1.8M	+13%	25k	72.36	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$1.8M	-2%	22k	80.63	View chart
Proshares Russell 2000 Dividend Growers Etf Etf (SMDV)	0.2	$1.8M	-2%	28k	64.02	View chart
Stanley Black & Decker Stock (SWK)	0.2	$1.8M	+2%	18k	97.93	View chart
Mastercard Stock (MA)	0.2	$1.8M	+11%	3.7k	481.57	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.2	$1.8M		1.8k	970.65	View chart
Devon Energy Corp Stock (DVN)	0.2	$1.7M	-2%	35k	50.18	View chart
Goldman Sachs Group Stock (GS)	0.2	$1.7M	-8%	4.1k	417.64	View chart
Bristol-myers Squibb Stock (BMY)	0.2	$1.7M	-6%	32k	54.23	View chart
Amgen Stock (AMGN)	0.2	$1.7M		6.0k	284.31	View chart
Nextera Energy Stock (NEE)	0.2	$1.7M	+4%	27k	63.91	View chart
Otis Worldwide Corp Stock (OTIS)	0.2	$1.7M		17k	99.27	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.2	$1.7M		15k	108.23	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.2	$1.6M	+53%	13k	128.40	View chart
Pimco Multisector Bond Active Exchange-traded Fund Pimco Multisector Bond A Etf (PYLD)	0.2	$1.6M	+54%	63k	25.76	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.2	$1.6M	+18%	14k	114.14	View chart
Altria Group Stock (MO)	0.1	$1.6M		37k	43.62	View chart
Cummins Stock (CMI)	0.1	$1.6M	+4%	5.4k	294.63	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.1	$1.6M	+19%	8.7k	180.48	View chart
M & T Bk Corp Stock (MTB)	0.1	$1.6M	+68%	11k	145.44	View chart
Qualcomm Stock (QCOM)	0.1	$1.6M	+3%	9.3k	169.30	View chart
Kkr & Co Stock (KKR)	0.1	$1.6M	+6%	16k	100.58	View chart
Vaneck Inflation Allocation Etf Etf (RAAX)	0.1	$1.5M	-21%	57k	27.10	View chart
Boeing Stock (BA)	0.1	$1.5M		7.9k	193.00	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$1.5M		9.3k	161.59	View chart
Goldman Sachs Physical Gold Etf Etf	0.1	$1.5M	+5%	68k	21.99	View chart
Ares Capital Corp Cef (ARCC)	0.1	$1.5M	+12%	71k	20.82	View chart
Lowes Cos Stock (LOW)	0.1	$1.5M	+8%	5.7k	254.72	View chart
Franco Nevada Corp Com Npv Isin #ca3518581051 Sedol #b29nf31 Stock (FNV)	0.1	$1.4M	-5%	12k	119.16	View chart
Travelers Companies Stock (TRV)	0.1	$1.4M	+2%	6.3k	230.12	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.1	$1.4M	-6%	33k	44.05	View chart
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)	0.1	$1.4M	+25%	2.6k	556.40	View chart
Mckesson Corp Stock (MCK)	0.1	$1.4M	-7%	2.7k	536.89	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$1.4M	+18%	4.9k	288.02	View chart
Danaher Corp Stock (DHR)	0.1	$1.4M	+2%	5.7k	249.71	View chart
At&t Stock (T)	0.1	$1.4M	+5%	80k	17.60	View chart
Energy Select Sector Spdr Etf (XLE)	0.1	$1.4M	+23%	15k	94.41	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.1	$1.4M		8.9k	154.93	View chart
3M Stock (MMM)	0.1	$1.4M	+4%	13k	106.07	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$1.4M	+35%	10k	135.06	View chart
Allstate Corp Stock (ALL)	0.1	$1.4M		7.9k	173.01	View chart
Vanguard Information Technology Etf (VGT)	0.1	$1.4M	-14%	2.6k	524.35	View chart
Linde Stock (LIN)	0.1	$1.4M	+5%	2.9k	464.29	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$1.3M		13k	102.39	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$1.3M	-4%	20k	68.80	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$1.3M	+29%	34k	39.81	View chart
Duke Energy Corp Stock (DUK)	0.1	$1.3M		14k	96.71	View chart
Idexx Labs Stock (IDXX)	0.1	$1.3M	-3%	2.5k	539.93	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$1.3M	+9%	31k	42.12	View chart
Dow Stock (DOW)	0.1	$1.3M	+5%	23k	57.93	View chart
Oneok Stock (OKE)	0.1	$1.3M		16k	80.17	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.3M	+30%	7.2k	180.50	View chart
Fidelity Enhanced Large Cap Value Etf Etf (FELV)	0.1	$1.3M	+3%	44k	29.20	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	0.1	$1.3M	-6%	42k	29.99	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	0.1	$1.3M	+41%	14k	91.86	View chart
Vanguard Short Term Infl-protected Etf (VTIP)	0.1	$1.2M		26k	47.89	View chart
Target Corp Stock (TGT)	0.1	$1.2M	+13%	6.7k	177.22	View chart
Wells Fargo Stock (WFC)	0.1	$1.2M	+9%	20k	57.96	View chart
Eversource Energy Stock (ES)	0.1	$1.2M		20k	59.77	View chart
Colgate Palmolive Stock (CL)	0.1	$1.2M	-5%	13k	90.05	View chart
Chubb Stock (CB)	0.1	$1.1M	+7%	4.4k	259.15	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.1	$1.1M	-4%	14k	81.53	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.1	$1.1M	-11%	8.4k	136.05	View chart
Grainger W W Stock (GWW)	0.1	$1.1M	+2%	1.1k	1016.93	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$1.1M	+5%	6.2k	182.69	View chart
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)	0.1	$1.1M	+228%	11k	100.89	View chart
Emerson Elec Stock (EMR)	0.1	$1.1M	-2%	9.8k	113.42	View chart
Fidelity Blue Chip Growth Etf Etf (FBCG)	0.1	$1.1M	+166%	29k	38.47	View chart
Waste Management Stock (WM)	0.1	$1.1M	-3%	5.1k	213.14	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.1M		12k	91.39	View chart
Canadian National Railway Stock (CNI)	0.1	$1.1M		8.3k	131.71	View chart
Invesco Energy Exploration & Production Etf Etf (PXE)	0.1	$1.1M	+2%	30k	35.80	View chart
Is Guggenheim S&p 500 Pure Growth Eft Etf (RPG)	0.1	$1.1M	-3%	29k	36.72	View chart
Eastern Bankshares Stock (EBC)	0.1	$1.1M		78k	13.78	View chart
Webster Finl Corp Conn Stock (WBS)	0.1	$1.1M	+6%	21k	50.77	View chart
Csx Corp Stock (CSX)	0.1	$1.1M	-8%	28k	37.07	View chart
Stryker Corp Stock (SYK)	0.1	$1.0M	+12%	2.9k	357.83	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.1	$1.0M	-7%	32k	32.23	View chart
Medtronic Stock (MDT)	0.1	$1.0M	-3%	12k	87.15	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.1	$1.0M	+4%	3.0k	346.57	View chart
Ishares Trust S&p Global Info Technology Etf (IXN)	0.1	$1.0M		14k	74.81	View chart
Netflix Stock (NFLX)	0.1	$1.0M	+31%	1.7k	607.25	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$1.0M	+6%	20k	50.74	View chart
Vanguard Short Term Bond Etf (BSV)	0.1	$1.0M	+5%	13k	76.67	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$1.0M		11k	90.44	View chart
Citigroup Stock (C)	0.1	$1.0M		16k	63.24	View chart
Sherwin Williams Stock (SHW)	0.1	$990k	-3%	2.9k	347.34	View chart
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)	0.1	$987k	+13%	20k	49.16	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.1	$967k	+8%	7.0k	137.22	View chart
Ishares Silver Trust Etf Etf (SLV)	0.1	$963k	-12%	42k	22.75	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$959k		14k	70.00	View chart
Sonoco Prods Stock (SON)	0.1	$953k		17k	57.84	View chart
American Express Stock (AXP)	0.1	$949k	+6%	4.2k	227.71	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$943k		8.5k	110.50	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$930k		3.4k	271.75	View chart
Marriott Intl Stock (MAR)	0.1	$921k		3.6k	252.31	View chart
Fidelity Total Bond Etf Etf (FBND)	0.1	$921k	+48%	20k	45.31	View chart
Cambria Shareholder Yield Etf Etf (SYLD)	0.1	$906k	+38%	12k	73.27	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$898k		6.8k	131.93	View chart
Organon & Co Stock (OGN)	0.1	$889k	+8%	47k	18.80	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$887k		12k	75.48	View chart
Salesforce Stock (CRM)	0.1	$858k	+27%	2.8k	301.18	View chart
Lamar Advertising Co A Class A Reit (LAMR)	0.1	$857k		7.2k	119.40	View chart
United Parcel Service Stock (UPS)	0.1	$837k	+8%	5.6k	148.63	View chart
American Tower Corp Reit (AMT)	0.1	$836k	-12%	4.2k	197.57	View chart
Eaton Corp Stock (ETN)	0.1	$833k	+5%	2.7k	312.69	View chart
Kinder Morgan Stock (KMI)	0.1	$833k	+11%	45k	18.34	View chart
Hercules Capital Cef (HTGC)	0.1	$824k		45k	18.45	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.1	$822k	+161%	12k	67.33	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$815k	-25%	17k	47.02	View chart
Franklin U.s. Mid Cap Multifactor Index Etf Libertyq Us Mid Cap Equity Fund Etf (FLQM)	0.1	$814k	+20%	15k	53.46	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$809k	+64%	14k	56.39	View chart
Archer Daniels Midland Stock (ADM)	0.1	$806k	-5%	13k	62.81	View chart
Permian Basin Realty Stock (PBT)	0.1	$795k		66k	12.10	View chart
Booking Holdings Stock (BKNG)	0.1	$791k	+5%	218.00	3628.68	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.1	$780k		39k	20.16	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$776k	+17%	4.7k	164.36	View chart
O Reilly Automotive Stock (ORLY)	0.1	$767k	+2%	679.00	1129.39	View chart
Fidelity Msci Industrial Index Etf Etf (FIDU)	0.1	$762k	+48%	11k	67.81	View chart
Sabine Royalty Trust Stock (SBR)	0.1	$760k	-6%	12k	63.59	View chart
Sl Green Rlty Corp Reit (SLG)	0.1	$756k		14k	55.13	View chart
Vanguard Large Cap Etf (VV)	0.1	$753k		3.1k	239.77	View chart
Dominion Resources Stock (D)	0.1	$752k	NEW	15k	49.19	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$748k	+6%	17k	43.35	View chart
Ishares Core 1-5 Year Usd Bond Etf Etf (ISTB)	0.1	$744k	NEW	16k	47.44	View chart
Ft Cboe Vest Fund Of Buffer Etfs Etf (BUFR)	0.1	$739k	+45%	26k	27.96	View chart

Past Filings by Essex Financial Services

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

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
Essex Financial Services 2021 Q1 filed May 11, 2021
Essex Financial Services 2020 Q4 filed Feb. 5, 2021
Essex Financial Services 2020 Q3 filed Nov. 10, 2020

View all past filings

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