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 15.88% of Essex Financial Services's stock portfolio.
- Added to shares of these 10 stocks: SPY (+$23M), NVDA (+$19M), AAPL (+$13M), IVV (+$9.0M), ITOT (+$8.3M), MSFT (+$7.4M), QQQ (+$7.3M), CODI (+$6.8M), VBR (+$5.0M), XOM.
- Started 93 new stock positions in NEM, EFV, MSI, GM, ACWV, SNX, AGG, NFLT, JPIE, SWKS.
- Reduced shares in these 10 stocks: TPL (-$5.2M), Pioneer Natural Resources, Perth Mint Physical Gold Etf unit, DVN, FNV, FANG, SLG, SHW, NOBL, VTIP.
- Sold out of its positions in AGNC, ARKK, APP, BXMT, CTRA, DHI, FTV, RSPF, RDIV, IYH. JMBS, KVUE, Laboratory Corp. of America Holdings, OMF, Perth Mint Physical Gold Etf unit, PBR, Pioneer Natural Resources, SLG, SJT, OIH.
- Essex Financial Services was a net buyer of stock by $285M.
- Essex Financial Services has $1.3B in assets under management (AUM), dropping by 24.22%.
- Central Index Key (CIK): 0001315785
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Portfolio Holdings for Essex Financial Services
Essex Financial Services holds 612 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Essex Financial Services has 612 total positions. Only the first 250 positions are shown.
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- Download the Essex Financial Services June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.5 | $73M | +22% | 344k | 213.31 |
|
| Microsoft Corporation (MSFT) | 3.3 | $44M | +20% | 110k | 402.69 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.2 | $43M | +20% | 96k | 448.07 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 2.1 | $28M | +13% | 90k | 315.30 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.8 | $25M | +1825% | 822k | 30.10 |
|
| Eli Lilly & Co. (LLY) | 1.8 | $24M | +6% | 28k | 845.32 |
|
| Compass Diversified Sh Ben Int (CODI) | 1.7 | $22M | +43% | 1.1M | 20.64 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $21M | +73% | 40k | 533.58 |
|
| NVIDIA Corporation (NVDA) | 1.6 | $21M | +1018% | 199k | 104.97 |
|
| Amazon (AMZN) | 1.5 | $21M | +6% | 125k | 165.80 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.5 | $20M | +12% | 168k | 120.29 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.5 | $20M | +16% | 89k | 224.01 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $20M | +10% | 121k | 162.03 |
|
| Exxon Mobil Corporation (XOM) | 1.3 | $17M | +27% | 147k | 117.89 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.3 | $17M | +94% | 147k | 116.28 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $16M | +16% | 38k | 431.54 |
|
| JPMorgan Chase & Co. (JPM) | 1.1 | $15M | +23% | 74k | 204.05 |
|
| Texas Pacific Land Corp (TPL) | 1.1 | $15M | -26% | 18k | 830.59 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.1 | $14M | -4% | 144k | 99.91 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $14M | +11% | 84k | 166.30 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 1.0 | $13M | +33% | 131k | 100.26 |
|
| Procter & Gamble Company (PG) | 1.0 | $13M | +32% | 75k | 170.87 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.9 | $13M | +14% | 77k | 163.09 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $12M | +17% | 65k | 185.35 |
|
| Johnson & Johnson (JNJ) | 0.9 | $12M | +16% | 72k | 160.22 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.8 | $10M | +3% | 205k | 50.45 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $9.3M | +34% | 57k | 163.84 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $9.3M | +4% | 81k | 115.10 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.7 | $9.2M | +10% | 157k | 58.89 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $8.7M | +14% | 33k | 261.79 |
|
| International Business Machines (IBM) | 0.6 | $8.5M | +44% | 44k | 192.61 |
|
| Pfizer (PFE) | 0.6 | $8.5M | +14% | 296k | 28.76 |
|
| Meta Platforms Cl A (META) | 0.6 | $8.4M | +14% | 17k | 509.61 |
|
| Sprott Physical Gold Tr Unit (PHYS) | 0.6 | $8.0M | -2% | 424k | 18.80 |
|
| UnitedHealth (UNH) | 0.6 | $7.8M | +23% | 14k | 566.26 |
|
| Chevron Corporation (CVX) | 0.6 | $7.8M | +17% | 54k | 144.49 |
|
| Pepsi (PEP) | 0.5 | $7.4M | +60% | 43k | 172.37 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.5 | $7.3M | +54% | 82k | 89.11 |
|
| Visa Com Cl A (V) | 0.5 | $7.2M | +19% | 28k | 259.82 |
|
| Abbvie (ABBV) | 0.5 | $7.2M | +25% | 38k | 190.40 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.5 | $7.1M | +79% | 221k | 31.93 |
|
| Home Depot (HD) | 0.5 | $7.0M | +20% | 20k | 348.32 |
|
| Coca-Cola Company (KO) | 0.5 | $6.8M | +29% | 99k | 68.73 |
|
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.5 | $6.7M | +33% | 106k | 62.94 |
|
| Tesla Motors (TSLA) | 0.5 | $6.6M | +10% | 33k | 198.84 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $6.6M | +20% | 112k | 58.71 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $6.5M | -3% | 75k | 86.60 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $6.5M | +25% | 10.00 | 648888.00 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.5 | $6.4M | +51% | 190k | 33.86 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.5 | $6.3M | +3% | 93k | 67.87 |
|
| Blue Foundry Bancorp (BLFY) | 0.5 | $6.3M | +2% | 629k | 10.01 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $6.1M | +80% | 10k | 600.04 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.5 | $6.1M | +11% | 25k | 244.06 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $6.0M | +120% | 157k | 38.10 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.4 | $5.8M | 43k | 133.32 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.4 | $5.5M | +2% | 98k | 56.22 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $5.5M | +10% | 16k | 352.45 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $5.3M | +20% | 10k | 530.25 |
|
| Merck & Co (MRK) | 0.4 | $5.3M | +22% | 47k | 113.92 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.4 | $5.3M | +4% | 65k | 81.97 |
|
| Caterpillar (CAT) | 0.4 | $5.3M | +29% | 16k | 336.15 |
|
| Bank of America Corporation (BAC) | 0.4 | $5.1M | +18% | 133k | 38.21 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $5.1M | +6841% | 1.2M | 4.16 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $4.9M | +2% | 22k | 220.06 |
|
| Roper Industries (ROP) | 0.4 | $4.9M | 9.4k | 523.02 |
|
|
| General Dynamics Corporation (GD) | 0.4 | $4.7M | +35% | 16k | 290.79 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $4.5M | +3% | 13k | 342.57 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.3 | $4.5M | +11% | 58k | 77.52 |
|
| Ge Aerospace Com New (GE) | 0.3 | $4.5M | +62% | 27k | 165.61 |
|
| McDonald's Corporation (MCD) | 0.3 | $4.4M | +44% | 16k | 271.19 |
|
| Costco Wholesale Corporation (COST) | 0.3 | $4.2M | +15% | 5.1k | 839.51 |
|
| Ea Series Trust Strive 500 Etf (STRV) | 0.3 | $4.2M | +32% | 124k | 34.06 |
|
| TJX Companies (TJX) | 0.3 | $4.1M | +3% | 38k | 109.92 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $4.1M | +18% | 8.3k | 487.75 |
|
| Union Pacific Corporation (UNP) | 0.3 | $4.1M | +25% | 17k | 240.54 |
|
| Wal-Mart Stores (WMT) | 0.3 | $4.1M | +70% | 60k | 67.65 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $4.0M | 37k | 110.29 |
|
|
| Southern Company (SO) | 0.3 | $3.8M | +29% | 44k | 86.47 |
|
| Verizon Communications (VZ) | 0.3 | $3.8M | +43% | 94k | 40.52 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $3.7M | +5% | 6.7k | 551.64 |
|
| Cigna Corp (CI) | 0.3 | $3.6M | +14% | 11k | 335.03 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $3.6M | +6% | 28k | 130.65 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $3.5M | +17% | 53k | 66.59 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.3 | $3.5M | +2% | 41k | 85.87 |
|
| Cisco Systems (CSCO) | 0.3 | $3.5M | +10% | 77k | 45.83 |
|
| Nextera Energy (NEE) | 0.3 | $3.5M | +69% | 45k | 77.54 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $3.5M | +27% | 29k | 120.53 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.3 | $3.4M | +9% | 74k | 46.30 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $3.4M | +34% | 69k | 48.73 |
|
| Philip Morris International (PM) | 0.2 | $3.3M | +41% | 28k | 116.29 |
|
| Automatic Data Processing (ADP) | 0.2 | $3.1M | +3% | 12k | 262.78 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $3.1M | +86% | 118k | 26.00 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $3.0M | +6% | 17k | 177.77 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.2 | $3.0M | +16% | 63k | 47.29 |
|
| Oracle Corporation (ORCL) | 0.2 | $3.0M | +13% | 23k | 128.96 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.2 | $2.9M | +216% | 64k | 45.93 |
|
| Carrier Global Corporation (CARR) | 0.2 | $2.9M | +12% | 45k | 64.48 |
|
| Bristol Myers Squibb (BMY) | 0.2 | $2.9M | +93% | 61k | 46.85 |
|
| Broadcom (AVGO) | 0.2 | $2.9M | +979% | 20k | 145.73 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $2.8M | 22k | 126.17 |
|
|
| Anthem (ELV) | 0.2 | $2.8M | +3% | 5.3k | 526.56 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $2.7M | +14% | 31k | 87.41 |
|
| Abbott Laboratories (ABT) | 0.2 | $2.7M | +21% | 24k | 109.76 |
|
| Walt Disney Company (DIS) | 0.2 | $2.6M | +84% | 31k | 85.96 |
|
| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.2 | $2.6M | +42% | 27k | 95.33 |
|
| Deere & Company (DE) | 0.2 | $2.5M | +32% | 7.2k | 349.16 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.5M | +4% | 42k | 59.63 |
|
| Eaton Corp SHS (ETN) | 0.2 | $2.5M | +222% | 8.6k | 287.48 |
|
| Cummins (CMI) | 0.2 | $2.5M | +51% | 8.3k | 297.25 |
|
| Honeywell International (HON) | 0.2 | $2.4M | +18% | 12k | 199.80 |
|
| M&T Bank Corporation (MTB) | 0.2 | $2.4M | +36% | 15k | 162.17 |
|
| Colgate-Palmolive Company (CL) | 0.2 | $2.4M | +81% | 23k | 102.71 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ) | 0.2 | $2.4M | +3% | 85k | 27.59 |
|
| Vanguard World Health Car Etf (VHT) | 0.2 | $2.3M | +6% | 8.3k | 273.23 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $2.3M | +47% | 21k | 107.62 |
|
| Stanley Black & Decker (SWK) | 0.2 | $2.3M | +32% | 24k | 94.44 |
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.2 | $2.2M | +82% | 77k | 29.07 |
|
| Goldman Sachs (GS) | 0.2 | $2.2M | +11% | 4.6k | 485.79 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $2.2M | +16% | 28k | 78.21 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $2.2M | +43% | 20k | 112.43 |
|
| Altria (MO) | 0.2 | $2.2M | +18% | 44k | 50.45 |
|
| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.2 | $2.2M | +97% | 57k | 38.88 |
|
| Amgen (AMGN) | 0.2 | $2.2M | +12% | 6.7k | 324.55 |
|
| ConocoPhillips (COP) | 0.2 | $2.2M | +12% | 20k | 108.27 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $2.1M | +54% | 4.0k | 532.31 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.2 | $2.1M | +35% | 12k | 179.42 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.2 | $2.1M | +14% | 5.3k | 394.55 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $2.1M | +63% | 22k | 92.91 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $2.0M | +10% | 11k | 185.57 |
|
| Proshares Tr Russ 2000 Divd (SMDV) | 0.2 | $2.0M | +10% | 31k | 66.19 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.2 | $2.0M | -18% | 40k | 50.33 |
|
| At&t (T) | 0.2 | $2.0M | +30% | 104k | 19.40 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $2.0M | +20% | 4.4k | 455.56 |
|
| Norfolk Southern (NSC) | 0.1 | $2.0M | +16% | 8.3k | 242.03 |
|
| Vanguard World Energy Etf (VDE) | 0.1 | $2.0M | +11% | 16k | 124.54 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $2.0M | +27% | 42k | 48.03 |
|
| Sprott Focus Tr (FUND) | 0.1 | $2.0M | -3% | 260k | 7.64 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $1.9M | 9.4k | 206.89 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $1.9M | +18% | 15k | 128.17 |
|
| Spdr Ser Tr Msci Usa Strtgic (QUS) | 0.1 | $1.9M | NEW | 13k | 147.77 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $1.9M | -2% | 24k | 80.31 |
|
| Vanguard World Financials Etf (VFH) | 0.1 | $1.9M | +42% | 19k | 102.38 |
|
| Dow (DOW) | 0.1 | $1.9M | +57% | 36k | 52.67 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $1.9M | +28% | 91k | 20.43 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $1.9M | +6% | 8.7k | 213.03 |
|
| Wheaton Precious Metals Corp (WPM) | 0.1 | $1.8M | -15% | 34k | 54.37 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.8M | +4% | 23k | 80.22 |
|
| Kkr & Co (KKR) | 0.1 | $1.8M | +3% | 16k | 112.78 |
|
| Otis Worldwide Corp (OTIS) | 0.1 | $1.8M | +14% | 20k | 92.63 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.8M | +7% | 31k | 57.85 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $1.8M | +124% | 11k | 167.23 |
|
| Goldman Sachs Physical Gold Unit (AAAU) | 0.1 | $1.8M | NEW | 74k | 23.97 |
|
| Qualcomm (QCOM) | 0.1 | $1.8M | +15% | 11k | 164.95 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.8M | +10% | 2.0k | 876.48 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $1.8M | +73% | 35k | 50.76 |
|
| Vaneck Etf Trust Inflation Alloca (RAAX) | 0.1 | $1.7M | +11% | 64k | 27.32 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.1 | $1.7M | +182% | 56k | 31.02 |
|
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $1.7M | +6% | 16k | 105.54 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.1 | $1.7M | 45k | 37.67 |
|
|
| Danaher Corporation (DHR) | 0.1 | $1.7M | +9% | 6.2k | 268.63 |
|
| McKesson Corporation (MCK) | 0.1 | $1.7M | +14% | 3.1k | 547.58 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $1.7M | -24% | 9.3k | 180.30 |
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $1.7M | +121% | 35k | 48.01 |
|
| Oneok (OKE) | 0.1 | $1.7M | +19% | 19k | 85.33 |
|
| PNC Financial Services (PNC) | 0.1 | $1.7M | +4% | 9.7k | 170.28 |
|
| PPG Industries (PPG) | 0.1 | $1.6M | +4% | 14k | 119.23 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $1.6M | +629% | 18k | 91.96 |
|
| Lowe's Companies (LOW) | 0.1 | $1.6M | +18% | 6.8k | 236.35 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.6M | +10% | 5.5k | 290.57 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.6M | +14% | 9.7k | 164.55 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $1.6M | +143% | 22k | 71.73 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $1.5M | +179% | 6.9k | 219.40 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $1.5M | +9% | 2.8k | 536.90 |
|
| Linde SHS (LIN) | 0.1 | $1.5M | +15% | 3.4k | 447.60 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $1.5M | +11% | 22k | 67.85 |
|
| Chubb (CB) | 0.1 | $1.5M | +23% | 5.5k | 269.23 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.4M | +26% | 18k | 81.89 |
|
| Travelers Companies (TRV) | 0.1 | $1.4M | +8% | 6.8k | 211.68 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.1 | $1.4M | NEW | 15k | 99.19 |
|
| Allstate Corporation (ALL) | 0.1 | $1.4M | +6% | 8.5k | 170.52 |
|
| Eversource Energy (ES) | 0.1 | $1.4M | +13% | 22k | 64.85 |
|
| Intel Corporation (INTC) | 0.1 | $1.4M | +43% | 70k | 20.49 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.1 | $1.4M | +6% | 33k | 42.22 |
|
| 3M Company (MMM) | 0.1 | $1.4M | -14% | 11k | 125.13 |
|
| Fidelity Covington Trust Enhanced Large (FELV) | 0.1 | $1.4M | +9% | 48k | 28.92 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $1.4M | +4% | 16k | 89.21 |
|
| Yum! Brands (YUM) | 0.1 | $1.4M | +210% | 10k | 137.10 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $1.4M | +32% | 43k | 31.58 |
|
| Boeing Company (BA) | 0.1 | $1.3M | 8.0k | 168.87 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.3M | +37% | 19k | 70.28 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $1.3M | -7% | 9.5k | 137.92 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $1.3M | +14% | 7.1k | 184.38 |
|
| Diamondback Energy (FANG) | 0.1 | $1.3M | -41% | 6.5k | 197.45 |
|
| Netflix (NFLX) | 0.1 | $1.3M | +22% | 2.0k | 630.39 |
|
| Ishares Tr Morningstar Grwt (ILCG) | 0.1 | $1.3M | +41% | 17k | 76.56 |
|
| Emerson Electric (EMR) | 0.1 | $1.3M | +23% | 12k | 104.61 |
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $1.3M | 34k | 37.42 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $1.2M | +16% | 24k | 52.76 |
|
| Air Products & Chemicals (APD) | 0.1 | $1.2M | +56% | 4.4k | 279.20 |
|
| Enterprise Products Partners (EPD) | 0.1 | $1.2M | +74% | 42k | 29.33 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $1.2M | +9% | 12k | 99.89 |
|
| J P Morgan Exchange Traded F Active Bond Etf (JBND) | 0.1 | $1.2M | +88% | 23k | 53.43 |
|
| United Parcel Service CL B (UPS) | 0.1 | $1.2M | +69% | 9.5k | 126.21 |
|
| Unilever Spon Adr New (UL) | 0.1 | $1.2M | +30% | 19k | 61.42 |
|
| Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.1 | $1.2M | -3% | 8.6k | 136.38 |
|
| Eastern Bankshares (EBC) | 0.1 | $1.2M | 78k | 15.06 |
|
|
| IDEXX Laboratories (IDXX) | 0.1 | $1.2M | 2.4k | 483.91 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.1 | $1.2M | +16% | 8.2k | 142.18 |
|
| Ge Vernova (GEV) | 0.1 | $1.2M | NEW | 6.6k | 177.22 |
|
| Organon & Co Common Stock (OGN) | 0.1 | $1.2M | +25% | 60k | 19.56 |
|
| Medtronic SHS (MDT) | 0.1 | $1.2M | +18% | 14k | 82.19 |
|
| W.W. Grainger (GWW) | 0.1 | $1.1M | +4% | 1.2k | 972.02 |
|
| American Express Company (AXP) | 0.1 | $1.1M | +15% | 4.8k | 233.55 |
|
| SYSCO Corporation (SYY) | 0.1 | $1.1M | +73% | 15k | 75.55 |
|
| Waste Management (WM) | 0.1 | $1.1M | +6% | 5.5k | 205.89 |
|
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.1 | $1.1M | +33% | 16k | 68.65 |
|
| Paychex (PAYX) | 0.1 | $1.1M | +171% | 8.9k | 124.38 |
|
| Stryker Corporation (SYK) | 0.1 | $1.1M | +16% | 3.4k | 325.96 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $1.1M | +33% | 4.6k | 239.85 |
|
| Citigroup Com New (C) | 0.1 | $1.1M | +17% | 19k | 58.00 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.1M | +47% | 3.3k | 327.59 |
|
| Lamar Advertising Cl A (LAMR) | 0.1 | $1.1M | +27% | 9.2k | 116.62 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.1M | +49% | 17k | 63.41 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.1 | $1.1M | +3% | 14k | 77.76 |
|
| CSX Corporation (CSX) | 0.1 | $1.1M | +8% | 31k | 34.25 |
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.1 | $1.0M | +131% | 29k | 35.77 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.1 | $1.0M | 30k | 35.22 |
|
|
| Ishares Tr Global Tech Etf (IXN) | 0.1 | $1.0M | 14k | 75.65 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.0M | +10% | 3.3k | 315.91 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $1.0M | +176% | 3.4k | 298.96 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $1.0M | +2% | 11k | 89.85 |
|
| Kinder Morgan (KMI) | 0.1 | $1.0M | +6% | 48k | 21.07 |
|
| Vanguard World Comm Srvc Etf (VOX) | 0.1 | $1.0M | +192% | 7.6k | 134.22 |
|
| Target Corporation (TGT) | 0.1 | $1.0M | +12% | 7.6k | 133.97 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.0M | +49% | 26k | 39.35 |
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.1 | $1.0M | NEW | 23k | 43.50 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $1.0M | +70% | 11k | 91.52 |
|
| Hercules Technology Growth Capital (HTGC) | 0.1 | $989k | +19% | 54k | 18.44 |
|
| Nextera Energy Unit 09/01/2025 (NEE.PR) | 0.1 | $987k | +30% | 22k | 44.76 |
|
| American Tower Reit (AMT) | 0.1 | $978k | +3% | 4.4k | 223.62 |
|
| Realty Income (O) | 0.1 | $953k | +17% | 16k | 60.22 |
|
| Webster Financial Corporation (WBS) | 0.1 | $950k | +3% | 22k | 43.96 |
|
| Iron Mountain (IRM) | 0.1 | $949k | +46% | 8.8k | 107.37 |
|
| Invesco Exchange Traded Fd T Energy Explorati (PXE) | 0.1 | $949k | 30k | 31.48 |
|
|
| Dominion Resources (D) | 0.1 | $948k | +14% | 18k | 54.19 |
|
| Gap (GPS) | 0.1 | $947k | NEW | 931k | 1.02 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.1 | $940k | 6.7k | 139.53 |
|
|
| Cme (CME) | 0.1 | $938k | +37% | 4.6k | 205.13 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $933k | +34% | 8.4k | 111.02 |
|
| Williams Companies (WMB) | 0.1 | $932k | +13% | 21k | 43.86 |
|
Past Filings by Essex Financial Services
SEC 13F filings are viewable for Essex Financial Services going back to 2011
- 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
- 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