Essex Financial Services

Latest statistics and disclosures from Essex Financial Services's latest quarterly 13F-HR filing:

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

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Portfolio Holdings for Essex Financial Services

Essex Financial Services holds 631 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Essex Financial Services has 631 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.2 $72M -2% 323k 222.13
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Invesco Qqq Tr Unit Ser 1 (QQQ) 3.3 $45M 97k 468.92
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Microsoft Corporation (MSFT) 2.8 $39M 104k 375.39
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Vanguard Admiral Fds 500 Grth Idx F (VOOG) 2.2 $30M 91k 334.48
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Spdr Gold Tr Gold Shs (GLD) 1.9 $26M 91k 288.14
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.8 $25M 45k 559.39
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Compass Diversified Sh Ben Int (CODI) 1.7 $24M 1.3M 18.67
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Amazon (AMZN) 1.6 $22M 117k 190.26
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Ishares Tr Core S&p500 Etf (IVV) 1.6 $22M +2% 40k 561.90
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NVIDIA Corporation (NVDA) 1.5 $21M -2% 194k 108.38
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Eli Lilly & Co. (LLY) 1.5 $21M -3% 25k 825.90
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Vanguard Whitehall Fds High Div Yld (VYM) 1.5 $21M 159k 128.96
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Texas Pacific Land Corp (TPL) 1.5 $20M 15k 1324.97
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.3 $19M 35k 532.58
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Alphabet Cap Stk Cl A (GOOGL) 1.2 $17M -2% 109k 154.64
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JPMorgan Chase & Co. (JPM) 1.2 $16M -2% 66k 245.30
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Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $16M -3% 131k 122.01
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.1 $15M +2% 152k 100.62
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Exxon Mobil Corporation (XOM) 1.1 $15M -4% 127k 118.93
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $15M +6% 86k 173.23
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Vanguard Index Fds Value Etf (VTV) 1.0 $14M +3% 81k 172.74
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Proshares Tr S&p 500 Dv Arist (NOBL) 1.0 $13M 130k 102.18
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Vanguard Specialized Funds Div App Etf (VIG) 0.8 $11M -9% 58k 193.99
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Procter & Gamble Company (PG) 0.8 $11M 64k 170.42
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Raytheon Technologies Corp (RTX) 0.7 $10M 77k 132.46
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Pimco Etf Tr Multisector Bd (PYLD) 0.7 $10M +66% 382k 26.35
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Sprott Physical Gold Tr Unit (PHYS) 0.7 $10M 418k 24.06
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Johnson & Johnson (JNJ) 0.7 $9.8M 59k 165.84
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.7 $9.4M +16% 185k 50.63
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Ishares Tr Core Div Grwth (DGRO) 0.7 $9.3M +3% 151k 61.78
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Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $9.1M 33k 274.84
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Capital Group Core Equity Et Shs Creation Uni (CGUS) 0.6 $8.9M +12% 268k 33.40
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Meta Platforms Cl A (META) 0.6 $8.8M -10% 15k 576.35
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Chevron Corporation (CVX) 0.6 $8.4M 50k 167.29
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Visa Com Cl A (V) 0.6 $8.3M -7% 24k 350.46
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Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.6 $8.3M +4% 204k 40.41
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Abbvie (ABBV) 0.6 $7.9M -2% 38k 209.52
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Capital Group Dividend Value Shs Creation Uni (CGDV) 0.6 $7.8M +13% 220k 35.64
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Tesla Motors (TSLA) 0.6 $7.8M -9% 30k 259.16
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Alphabet Cap Stk Cl C (GOOG) 0.6 $7.8M -6% 50k 156.23
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International Business Machines (IBM) 0.5 $7.5M -11% 30k 248.66
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.5 $7.2M +6% 108k 66.34
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Vanguard Index Fds Growth Etf (VUG) 0.5 $7.1M +11% 19k 370.81
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Ishares Tr Msci Usa Min Vol (USMV) 0.5 $7.0M +3% 75k 93.66
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J P Morgan Exchange Traded F Active Bond Etf (JBND) 0.5 $6.9M +13% 128k 53.52
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Coca-Cola Company (KO) 0.5 $6.7M 94k 71.62
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.5 $6.7M -5% 76k 88.00
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Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $6.4M -11% 8.00 798441.62
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Vanguard Index Fds Mid Cap Etf (VO) 0.5 $6.3M 24k 258.62
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.4 $6.2M -4% 83k 74.72
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UnitedHealth (UNH) 0.4 $6.1M -6% 12k 523.77
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Ishares Tr Core S&p Mcp Etf (IJH) 0.4 $6.1M 105k 58.35
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Columbia Etf Tr I Resh Enhnc Cor (RECS) 0.4 $5.8M +29% 174k 33.21
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Blue Foundry Bancorp (BLFY) 0.4 $5.7M -4% 624k 9.20
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.4 $5.7M -2% 99k 57.14
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Spdr Ser Tr S&p Divid Etf (SDY) 0.4 $5.7M 42k 135.68
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Ishares Tr Rus Mid Cap Etf (IWR) 0.4 $5.5M 64k 85.07
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Ge Aerospace Com New (GE) 0.4 $5.4M 27k 200.15
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Vanguard Index Fds Small Cp Etf (VB) 0.4 $5.3M +12% 24k 221.75
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Roper Industries (ROP) 0.4 $5.3M 9.0k 589.58
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Ea Series Trust Strive 500 Etf (STRV) 0.4 $5.1M +2% 140k 36.06
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Pfizer (PFE) 0.4 $5.0M -13% 199k 25.34
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $4.9M +9% 9.6k 513.93
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 0.4 $4.9M -2% 108k 45.65
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Bank of America Corporation (BAC) 0.4 $4.9M -10% 118k 41.73
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Thermo Fisher Scientific (TMO) 0.3 $4.8M -2% 9.6k 497.58
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Pepsi (PEP) 0.3 $4.7M 32k 149.94
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Cisco Systems (CSCO) 0.3 $4.7M 76k 61.71
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Home Depot (HD) 0.3 $4.7M -7% 13k 366.50
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TJX Companies (TJX) 0.3 $4.4M 36k 121.80
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $4.4M +15% 12k 361.09
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Alps Etf Tr Alerian Mlp (AMLP) 0.3 $4.3M +9% 83k 51.94
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Wal-Mart Stores (WMT) 0.3 $4.2M -6% 48k 87.79
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Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $4.2M +30% 44k 95.98
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Costco Wholesale Corporation (COST) 0.3 $4.2M -3% 4.4k 945.88
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Philip Morris International (PM) 0.3 $4.2M -7% 26k 158.73
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McDonald's Corporation (MCD) 0.3 $4.1M 13k 312.37
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T Rowe Price Etf Cap Appreciation (TCAF) 0.3 $4.1M +38% 127k 32.28
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Caterpillar (CAT) 0.3 $4.1M -5% 12k 329.80
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General Dynamics Corporation (GD) 0.3 $4.0M -3% 15k 272.59
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Fidelity Covington Trust Blue Chip Grwth (FBCG) 0.3 $3.9M +23% 97k 39.97
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Proshares Tr S&p Mdcp 400 Div (REGL) 0.3 $3.9M 48k 80.65
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Ishares Tr Core S&p Us Gwt (IUSG) 0.3 $3.8M 30k 127.08
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Verizon Communications (VZ) 0.3 $3.8M 84k 45.36
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Fidelity Covington Trust High Divid Etf (FDVV) 0.3 $3.8M +17% 76k 49.60
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $3.8M 74k 50.83
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Blackstone Group Inc Com Cl A (BX) 0.3 $3.8M -2% 27k 139.78
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Southern Company (SO) 0.3 $3.7M -5% 40k 91.95
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Deere & Company (DE) 0.3 $3.5M 7.6k 469.33
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Merck & Co (MRK) 0.2 $3.5M -4% 39k 89.76
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $3.3M -5% 37k 89.64
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Bristol Myers Squibb (BMY) 0.2 $3.3M +5% 53k 60.99
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Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $3.2M +2% 17k 188.16
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $3.2M 17k 186.29
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Abbott Laboratories (ABT) 0.2 $3.2M 24k 132.65
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World Gold Tr Spdr Gld Minis (GLDM) 0.2 $3.2M +12% 52k 61.89
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Ishares Tr Core S&p Scp Etf (IJR) 0.2 $3.2M -6% 31k 104.57
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Broadcom (AVGO) 0.2 $3.2M -8% 19k 167.43
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Spdr Ser Tr Msci Usa Strtgic (QUS) 0.2 $3.1M +7% 20k 156.69
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Nextera Energy (NEE) 0.2 $3.1M 44k 70.89
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Oracle Corporation (ORCL) 0.2 $3.1M -2% 22k 139.81
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Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.2 $3.1M +9% 31k 99.34
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Cigna Corp (CI) 0.2 $3.1M +2% 9.3k 328.99
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Alibaba Group Hldg Sponsored Ads (BABA) 0.2 $3.0M 23k 132.23
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Ishares Tr Select Divid Etf (DVY) 0.2 $3.0M -26% 23k 134.29
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Union Pacific Corporation (UNP) 0.2 $3.0M -22% 13k 236.24
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Pimco Etf Tr Active Bd Etf (BOND) 0.2 $3.0M 33k 92.47
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Adobe Systems Incorporated (ADBE) 0.2 $2.9M 7.7k 383.53
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Lockheed Martin Corporation (LMT) 0.2 $2.8M -7% 6.3k 446.73
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Walt Disney Company (DIS) 0.2 $2.7M -3% 28k 98.70
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Carrier Global Corporation (CARR) 0.2 $2.6M 42k 63.40
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Ares Capital Corporation (ARCC) 0.2 $2.6M +2% 119k 22.16
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $2.6M +2% 22k 117.49
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Wheaton Precious Metals Corp (WPM) 0.2 $2.6M -2% 33k 77.63
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $2.6M -7% 28k 92.83
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Honeywell International (HON) 0.2 $2.5M -3% 12k 211.75
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Ishares Tr Core Msci Eafe (IEFA) 0.2 $2.5M -19% 33k 75.65
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Vanguard World Inf Tech Etf (VGT) 0.2 $2.5M 4.5k 542.40
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Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) 0.2 $2.4M -2% 83k 29.01
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Putnam Etf Trust Focused Lar Cap (PVAL) 0.2 $2.4M +123% 63k 38.08
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Goldman Sachs (GS) 0.2 $2.4M 4.4k 546.27
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $2.4M +9% 30k 78.94
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At&t (T) 0.2 $2.4M -12% 83k 28.28
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Altria (MO) 0.2 $2.3M +7% 38k 60.02
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Pgim Etf Tr Aaa Clo Etf (PAAA) 0.2 $2.3M +51% 45k 51.31
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Cheniere Energy Com New (LNG) 0.2 $2.3M -3% 9.9k 231.39
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Asml Holding N V N Y Registry Shs (ASML) 0.2 $2.3M +5% 3.4k 662.70
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Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.2 $2.3M -2% 12k 184.19
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Dimensional Etf Trust Us Large Cap Val (DFLV) 0.2 $2.3M -21% 74k 30.57
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Vanguard World Financials Etf (VFH) 0.2 $2.2M 19k 119.47
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Anthem (ELV) 0.2 $2.2M 5.1k 434.99
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.2 $2.2M -5% 36k 62.10
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Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $2.2M +22% 30k 73.69
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Goldman Sachs Physical Gold Unit (AAAU) 0.2 $2.2M 70k 30.88
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Ishares Tr Russell 2000 Etf (IWM) 0.2 $2.2M +11% 11k 199.50
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $2.1M +9% 11k 193.02
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Mastercard Incorporated Cl A (MA) 0.2 $2.1M -3% 3.9k 548.12
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Vanguard World Health Car Etf (VHT) 0.2 $2.1M 7.9k 264.75
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $2.0M 4.8k 419.91
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Cummins (CMI) 0.1 $2.0M -3% 6.3k 313.42
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Ishares Tr Core Msci Total (IXUS) 0.1 $2.0M -5% 28k 69.81
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Ge Vernova (GEV) 0.1 $2.0M 6.4k 305.26
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Duke Energy Corp Com New (DUK) 0.1 $2.0M +6% 16k 121.97
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McKesson Corporation (MCK) 0.1 $2.0M 2.9k 672.91
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Otis Worldwide Corp (OTIS) 0.1 $2.0M +2% 19k 103.20
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Travelers Companies (TRV) 0.1 $1.9M -3% 7.2k 264.45
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Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.9M +13% 6.2k 306.76
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Spdr Ser Tr Bloomberg 3-12 M (BILS) 0.1 $1.9M +24% 19k 99.49
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Vaneck Etf Trust Real Assets Etf (RAAX) 0.1 $1.9M 62k 30.43
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Allstate Corporation (ALL) 0.1 $1.9M 9.0k 207.07
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Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.1 $1.9M 17k 112.66
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Automatic Data Processing (ADP) 0.1 $1.8M 6.0k 305.52
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Stanley Black & Decker (SWK) 0.1 $1.8M -4% 24k 76.88
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Qualcomm (QCOM) 0.1 $1.8M +3% 12k 153.61
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Netflix (NFLX) 0.1 $1.8M -4% 2.0k 932.43
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $1.8M 11k 170.89
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Vanguard World Energy Etf (VDE) 0.1 $1.8M 14k 129.71
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Capital Group Core Balanced SHS (CGBL) 0.1 $1.8M +35% 58k 30.98
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Kkr & Co (KKR) 0.1 $1.7M -6% 15k 115.61
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Colgate-Palmolive Company (CL) 0.1 $1.7M 18k 93.70
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Realty Income (O) 0.1 $1.7M +89% 30k 58.01
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Proshares Tr Russ 2000 Divd (SMDV) 0.1 $1.7M -2% 25k 65.59
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Sprott Focus Tr (FUND) 0.1 $1.7M -5% 223k 7.41
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Select Sector Spdr Tr Financial (XLF) 0.1 $1.6M +4% 33k 49.81
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Yum! Brands (YUM) 0.1 $1.6M 10k 157.36
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Amgen (AMGN) 0.1 $1.6M 5.1k 311.58
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J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $1.6M +173% 31k 50.85
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $1.6M -9% 8.2k 190.57
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T Rowe Price Etf Small Mid Cap (TMSL) 0.1 $1.5M +56% 51k 30.48
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Eaton Corp SHS (ETN) 0.1 $1.5M -32% 5.7k 271.82
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Linde SHS (LIN) 0.1 $1.5M +2% 3.3k 465.69
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Astera Labs (ALAB) 0.1 $1.5M +3% 26k 59.67
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $1.5M -2% 55k 27.96
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Ishares Msci Gbl Etf New (PICK) 0.1 $1.5M 43k 35.88
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Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $1.5M 18k 82.94
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ConocoPhillips (COP) 0.1 $1.5M -24% 14k 105.02
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Fidelity Covington Trust Enhanced Large (FELV) 0.1 $1.5M 48k 30.74
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PNC Financial Services (PNC) 0.1 $1.5M 8.3k 175.77
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Waste Management (WM) 0.1 $1.4M +11% 6.3k 231.52
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Medtronic SHS (MDT) 0.1 $1.4M +27% 16k 89.86
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CVS Caremark Corporation (CVS) 0.1 $1.4M 21k 67.75
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Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.1 $1.4M +2% 2.6k 533.46
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First Tr Exchange Traded Rba Indl Etf (AIRR) 0.1 $1.4M +8% 20k 68.21
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M&T Bank Corporation (MTB) 0.1 $1.4M -13% 7.8k 178.76
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Paychex (PAYX) 0.1 $1.4M -3% 9.0k 154.28
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Chubb (CB) 0.1 $1.4M -12% 4.6k 301.99
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3M Company (MMM) 0.1 $1.4M -6% 9.4k 146.86
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Bank of New York Mellon Corporation (BK) 0.1 $1.4M -3% 16k 83.87
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Ishares Tr Ishares Semicdtr (SOXX) 0.1 $1.4M -2% 7.2k 188.17
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $1.4M -15% 8.2k 166.01
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $1.4M -11% 44k 30.73
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Ishares Tr Morningstar Grwt (ILCG) 0.1 $1.4M 17k 80.99
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Enterprise Products Partners (EPD) 0.1 $1.3M 39k 34.14
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Intel Corporation (INTC) 0.1 $1.3M 58k 22.71
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Lowe's Companies (LOW) 0.1 $1.3M -8% 5.6k 233.21
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Wells Fargo & Company (WFC) 0.1 $1.3M -4% 18k 71.79
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Danaher Corporation (DHR) 0.1 $1.3M +2% 6.2k 205.00
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PPG Industries (PPG) 0.1 $1.2M 11k 109.35
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.1 $1.2M +17% 14k 91.73
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Air Products & Chemicals (APD) 0.1 $1.2M +2% 4.2k 294.94
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Etfis Ser Tr I Virtus Newfleet (NFLT) 0.1 $1.2M +7% 54k 22.57
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Vanguard World Consum Dis Etf (VCR) 0.1 $1.2M 3.7k 325.48
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Palantir Technologies Cl A (PLTR) 0.1 $1.2M +19% 14k 84.40
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Citigroup Com New (C) 0.1 $1.2M -5% 17k 70.99
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Eversource Energy (ES) 0.1 $1.2M -11% 19k 62.11
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Vanguard World Comm Srvc Etf (VOX) 0.1 $1.2M 7.9k 148.40
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Eastern Bankshares (EBC) 0.1 $1.2M 72k 16.40
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Hercules Technology Growth Capital (HTGC) 0.1 $1.2M 61k 19.21
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Kinder Morgan (KMI) 0.1 $1.1M -7% 40k 28.53
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Spdr Ser Tr Spdr S&p 500 Etf (SPYX) 0.1 $1.1M +5% 25k 45.75
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Cme (CME) 0.1 $1.1M +6% 4.2k 265.26
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Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) 0.1 $1.1M 29k 38.25
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $1.1M -3% 14k 78.28
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Trane Technologies SHS (TT) 0.1 $1.1M 3.2k 336.94
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American Express Company (AXP) 0.1 $1.1M 4.0k 269.05
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Boeing Company (BA) 0.1 $1.1M -7% 6.3k 170.56
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Booking Holdings (BKNG) 0.1 $1.1M 230.00 4611.10
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Kinetik Holdings Com New Cl A (KNTK) 0.1 $1.1M 20k 51.94
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $1.1M +7% 17k 63.00
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Spdr Ser Tr S&p Oilgas Exp (XOP) 0.1 $1.1M 8.0k 131.70
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Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) 0.1 $1.0M +17% 20k 53.01
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Progressive Corporation (PGR) 0.1 $1.0M +9% 3.7k 283.02
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United Parcel Service CL B (UPS) 0.1 $1.0M +38% 9.4k 109.99
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Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $1.0M -15% 21k 48.35
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Emerson Electric (EMR) 0.1 $1.0M 9.4k 109.64
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Charles Schwab Corporation (SCHW) 0.1 $1.0M 13k 78.28
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Webster Financial Corporation (WBS) 0.1 $1.0M 20k 51.55
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T Rowe Price Etf Price Blue Chip (TCHP) 0.1 $1.0M +280% 27k 38.09
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.1 $996k -3% 34k 29.69
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $995k 3.2k 312.00
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Starbucks Corporation (SBUX) 0.1 $994k 10k 98.09
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Ishares Tr Global Tech Etf (IXN) 0.1 $985k -2% 13k 75.74
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Blackrock Etf Trust Ii Ishares High Yie 0.1 $976k NEW 20k 49.53
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Unilever Spon Adr New (UL) 0.1 $967k 16k 59.55
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Stryker Corporation (SYK) 0.1 $966k -12% 2.6k 372.24
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SYSCO Corporation (SYY) 0.1 $966k -2% 13k 75.04
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O'reilly Automotive (ORLY) 0.1 $961k 671.00 1431.84
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $954k +55% 18k 51.78
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Pimco Etf Tr Ultra Short Govt (BILZ) 0.1 $952k +30% 9.4k 101.20
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Ishares Tr Us Aer Def Etf (ITA) 0.1 $951k -5% 6.2k 153.09
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ConAgra Foods (CAG) 0.1 $949k 36k 26.67
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Mondelez Intl Cl A (MDLZ) 0.1 $948k -24% 14k 67.85
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Lamar Advertising Cl A (LAMR) 0.1 $944k -2% 8.3k 113.78
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $940k 6.7k 140.44
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Devon Energy Corporation (DVN) 0.1 $935k +17% 25k 37.40
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Clearway Energy Cl A (CWEN.A) 0.1 $930k -2% 33k 28.46
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IDEXX Laboratories (IDXX) 0.1 $919k -2% 2.2k 419.95
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Ishares Silver Tr Ishares (SLV) 0.1 $916k -8% 30k 30.99
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Dominion Resources (D) 0.1 $903k 16k 56.07
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Vanguard World Industrial Etf (VIS) 0.1 $902k 3.6k 247.58
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Past Filings by Essex Financial Services

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

View all past filings