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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, CODI, and represent 17.14% of Essex Financial Services's stock portfolio.
Added to shares of these 10 stocks: JPST, USFR, SHW, NOBL, VIG, MOAT, WHR, OGN, GLDM, CCI.
Started 23 new stock positions in MELI, CEIX, RIVN, ODFL, AI, IPKW, OGN, TQQQ, MKC, FTEC. URI, PRFZ, MDYV, ROBT, PH, PRI, SHW, MAS, WHR, DB, IVOV, HACK, DAL.
Reduced shares in these 10 stocks: TPL (-$19M), CVX (-$9.5M), XOM (-$5.9M), FANG (-$5.6M), EOG, PBT, FNV, LNG, WPM, RIO.
Sold out of its positions in SDOG, AAP, AMP, MFIC, BMO, CNQ, CRT, D, ELS, FMAT.
Essex Financial Services was a net seller of stock by $-109M.
Essex Financial Services has $880M in assets under management (AUM), dropping by -7.42%.
Central Index Key (CIK): 0001315785

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Portfolio Holdings for Essex Financial Services

Essex Financial Services holds 473 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	6.3	$55M	-4%	284k	193.97	View chart
Microsoft Stock (MSFT)	3.4	$30M	-4%	89k	340.54	View chart
Invesco Qqq Trust Etf (QQQ)	3.3	$29M		78k	369.42	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	2.2	$19M		76k	254.09	View chart
Compass Diversified Holdings Stock (CODI)	2.0	$17M		799k	21.69	View chart
Proshares Tr S&p 500 Aristocrats Etf (NOBL)	1.8	$16M	+4%	165k	94.28	View chart
Vanguard High Dividend Yield Etf (VYM)	1.7	$15M		141k	106.07	View chart
Amazon.com Stock (AMZN)	1.6	$15M	-2%	111k	130.36	View chart
Spdr S&p 500 Etf Etf (SPY)	1.6	$14M		32k	443.27	View chart
Google Stock (GOOGL)	1.5	$13M	-6%	108k	119.70	View chart
Texas Pacific Land Corporation Stock (TPL)	1.4	$13M	-60%	9.6k	1316.51	View chart
Spdr Gold Etf Etf (GLD)	1.4	$13M	-2%	70k	178.27	View chart
Eli Lilly & Co Stock (LLY)	1.4	$12M		26k	468.97	View chart
Johnson & Johnson Stock (JNJ)	1.4	$12M	-2%	73k	165.52	View chart
Exxon Mobil Corp Stock (XOM)	1.3	$12M	-33%	110k	107.25	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.3	$11M		33k	341.00	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	1.2	$10M		68k	149.64	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	1.1	$9.4M	+6%	58k	162.43	View chart
Pfizer Stock (PFE)	1.0	$9.2M	-2%	250k	36.68	View chart
Pimco Enhanced Short Maturity Etf Etf (MINT)	1.0	$9.0M	-4%	90k	99.76	View chart
Procter And Gamble Stock (PG)	1.0	$8.6M		57k	151.74	View chart
Tesla Motors Stock (TSLA)	0.9	$7.8M	+5%	30k	261.77	View chart
Vanguard Value Etf Etf (VTV)	0.8	$7.4M	-2%	52k	142.10	View chart
Jpmorgan Chase & Co Stock (JPM)	0.8	$7.1M	-6%	49k	145.44	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.8	$7.1M	+2%	138k	51.53	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.8	$7.1M	+53%	141k	50.14	View chart
Chevron Corp Stock (CVX)	0.8	$7.0M	-57%	44k	157.35	View chart
Rtx Corporation Stock (RTX)	0.8	$6.8M	+2%	70k	97.96	View chart
Nvidia Corp Stock (NVDA)	0.8	$6.8M	-14%	16k	423.03	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.8	$6.8M	+21%	135k	50.32	View chart
Powershares Sp500 Low Volatility Etf Etf (SPLV)	0.7	$6.6M	+6%	105k	62.81	View chart
Sprott Physical Gold Tr Unit Cef (PHYS)	0.7	$6.3M	+2%	425k	14.92	View chart
Blue Foundry Bancorp Stock (BLFY)	0.7	$6.0M		595k	10.11	View chart
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)	0.7	$6.0M		81k	74.33	View chart
Ishares S&p 500 Index Etf (IVV)	0.7	$6.0M	-7%	13k	445.72	View chart
Vanguard Total Stk Mkt Etf (VTI)	0.7	$5.9M		27k	220.28	View chart
Unitedhealth Group Stock (UNH)	0.7	$5.8M	-16%	12k	480.65	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.6	$5.5M	+2%	45k	122.58	View chart
Visa Stock (V)	0.6	$5.5M	-8%	23k	237.48	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.6	$5.4M	-9%	45k	120.97	View chart
Thermo Fisher Scientific Stock (TMO)	0.6	$5.2M		10k	521.76	View chart
Home Depot Stock (HD)	0.6	$5.1M	-2%	17k	310.63	View chart
Pepsico Stock (PEP)	0.6	$5.0M	-2%	27k	185.22	View chart
Roper Industries Stock (ROP)	0.5	$4.6M		9.6k	480.80	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.5	$4.5M		81k	55.33	View chart
Vanguard Mid Cap Etf (VO)	0.5	$4.5M		20k	220.16	View chart
Merck & Co Stock (MRK)	0.5	$4.3M	-3%	37k	115.39	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.5	$4.3M		16k	261.48	View chart
Ishares Tr Russell Midcap Index Etf (IWR)	0.5	$4.2M	+7%	57k	73.03	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.5	$4.1M	-20%	8.00	517810.00	View chart
Coca Cola Stock (KO)	0.5	$4.1M		68k	60.22	View chart
Proshares S&p Midcap 400 Dividend Aristocrats Etf Etf (REGL)	0.5	$4.0M	+4%	57k	70.27	View chart
Adobe Sys Stock (ADBE)	0.4	$3.9M		8.0k	488.99	View chart
Cisco Sys Stock (CSCO)	0.4	$3.8M		74k	51.74	View chart
Abbvie Stock (ABBV)	0.4	$3.8M	-9%	29k	134.73	View chart
Vanguard Small Cap Etf Etf (VB)	0.4	$3.8M	-3%	19k	198.89	View chart
Intl Business Machines Stock (IBM)	0.4	$3.8M		28k	133.81	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$3.7M	-3%	13k	286.98	View chart
Ishares S&p Smallcap 600 Etf Etf (IJR)	0.4	$3.5M	-4%	35k	99.65	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.4	$3.5M	-5%	70k	50.45	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.4	$3.3M	+2%	34k	97.84	View chart
Bank America Corp Stock (BAC)	0.4	$3.3M	-3%	114k	28.69	View chart
Mcdonalds Corp Stock (MCD)	0.4	$3.2M	-8%	11k	298.41	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.3	$3.1M	-3%	19k	165.40	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.3	$3.1M		41k	75.08	View chart
Lockheed Martin Corp Stock (LMT)	0.3	$2.9M	-26%	6.4k	460.42	View chart
Tjx Cos Stock (TJX)	0.3	$2.9M		35k	84.79	View chart
Caterpillar Stock (CAT)	0.3	$2.8M	-8%	11k	246.05	View chart
Cigna Corp Stock (CI)	0.3	$2.7M	-2%	9.7k	280.60	View chart
Vanguard Growth Etf Etf (VUG)	0.3	$2.7M	+16%	9.6k	282.95	View chart
Union Pac Corp Stock (UNP)	0.3	$2.7M	-18%	13k	204.62	View chart
Honeywell Intl Stock (HON)	0.3	$2.6M	-15%	13k	207.50	View chart
Bristol-myers Squibb Stock (BMY)	0.3	$2.6M	-7%	40k	63.95	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.3	$2.5M		40k	62.62	View chart
Cvs Health Corp Stock (CVS)	0.3	$2.5M	-3%	36k	69.13	View chart
Automatic Data Processing Stock (ADP)	0.3	$2.5M	+3%	11k	219.78	View chart
Vaneck Inflation Allocation Etf Etf (RAAX)	0.3	$2.5M	-15%	99k	24.99	View chart
General Dynamics Corp Stock (GD)	0.3	$2.5M	+8%	11k	215.16	View chart
Oracle Corporation Stock (ORCL)	0.3	$2.4M	-14%	21k	119.09	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.3	$2.4M	+3%	8.6k	275.18	View chart
Southern Stock (SO)	0.3	$2.4M		34k	70.25	View chart
Blackstone Group Stock (BX)	0.3	$2.3M		25k	92.97	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.3	$2.3M	+5%	5.6k	407.27	View chart
Ishares Dj Select Dividend Etf (DVY)	0.3	$2.3M	-8%	20k	113.30	View chart
Sprott Focus Tr Cef (FUND)	0.2	$2.2M		276k	7.95	View chart
Franco Nevada Corp Com Npv Isin #ca3518581051 Sedol #b29nf31 Stock (FNV)	0.2	$2.1M	-65%	15k	142.60	View chart
Costco Wholesale Corp Stock (COST)	0.2	$2.1M	-2%	4.0k	538.41	View chart
Verizon Communications Stock (VZ)	0.2	$2.1M		57k	37.19	View chart
Abbott Labs Stock (ABT)	0.2	$2.1M		19k	109.02	View chart
Elevance Health Stock (ELV)	0.2	$2.1M	-27%	4.7k	444.28	View chart
Pioneer Natural Resources Stock (PXD)	0.2	$2.1M	-54%	10k	207.18	View chart
Devon Energy Corp Stock (DVN)	0.2	$2.0M	-46%	42k	48.34	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.2	$2.0M	+26%	74k	27.04	View chart
Alibaba Group Hldg Adr (BABA)	0.2	$2.0M		24k	83.35	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$2.0M	-3%	28k	70.48	View chart
Carrier Global Corporation Stock (CARR)	0.2	$2.0M	+17%	39k	49.71	View chart
Ppg Inds Stock (PPG)	0.2	$1.9M		13k	148.30	View chart
Philip Morris Intl Stock (PM)	0.2	$1.9M	-3%	20k	97.62	View chart
General Electric Stock (GE)	0.2	$1.9M	+6%	17k	109.85	View chart
Alps Trust Etf Alerian M Etf (AMLP)	0.2	$1.9M	+17%	49k	39.21	View chart
Nextera Energy Stock (NEE)	0.2	$1.9M		26k	74.20	View chart
Invesco Nasdaq Next Gen 100 Etf Etf (QQQJ)	0.2	$1.9M	-2%	73k	26.14	View chart
Deere & Co Stock (DE)	0.2	$1.9M	-18%	4.6k	405.17	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.2	$1.8M	+7%	39k	46.18	View chart
Conocophillips Stock (COP)	0.2	$1.7M	-61%	17k	103.61	View chart
Dimensional Us Large Cap Value Etf Etf (DFLV)	0.2	$1.7M	+7%	68k	25.40	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.2	$1.7M	+34%	67k	25.68	View chart
Pimco Enhanced Low Duration Active Etf Etf (LDUR)	0.2	$1.7M	-17%	18k	93.74	View chart
Intel Corp Stock (INTC)	0.2	$1.7M		51k	33.44	View chart
Altria Group Stock (MO)	0.2	$1.7M	+2%	37k	45.30	View chart
Stanley Black & Decker Stock (SWK)	0.2	$1.7M	+36%	18k	93.71	View chart
Silver Wheaton Corp Stock (WPM)	0.2	$1.7M	-68%	39k	43.22	View chart
Powershares Ftse Rafi Us 1000 Etf (PRF)	0.2	$1.7M	-2%	10k	163.65	View chart
Norfolk Southern Crp Stock (NSC)	0.2	$1.7M		7.3k	226.76	View chart
Vanguard Total Intl Stock Idex Etf Etf (VXUS)	0.2	$1.6M		29k	56.08	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.2	$1.6M		23k	72.62	View chart
Proshares Russell 2000 Dividend Growers Etf Etf (SMDV)	0.2	$1.6M		28k	59.14	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.2	$1.6M	+6%	4.7k	343.87	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$1.6M	-4%	6.4k	244.80	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.2	$1.6M	+6%	16k	97.64	View chart
Boeing Stock (BA)	0.2	$1.6M	-3%	7.4k	211.15	View chart
Danaher Corp Stock (DHR)	0.2	$1.5M		6.5k	239.99	View chart
Otis Worldwide Corp Stock (OTIS)	0.2	$1.5M	+12%	17k	89.01	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$1.5M	+2%	9.6k	157.83	View chart
At&t Stock (T)	0.2	$1.5M		95k	15.95	View chart
Cheniere Energy Stock (LNG)	0.2	$1.5M	-72%	9.9k	152.35	View chart
Disney Walt Stock (DIS)	0.2	$1.5M	-6%	17k	89.28	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.2	$1.4M	-2%	8.8k	161.18	View chart
Permian Basin Realty Stock (PBT)	0.2	$1.4M	-75%	57k	24.93	View chart
Amgen Stock (AMGN)	0.2	$1.4M	-4%	6.3k	222.02	View chart
Energy Select Sector Spdr Etf (XLE)	0.2	$1.4M	-63%	17k	81.17	View chart
Diamondback Energy Stock (FANG)	0.2	$1.4M	-80%	11k	131.36	View chart
Walmart Stock (WMT)	0.2	$1.4M		8.9k	157.18	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.2	$1.4M		28k	50.65	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.2	$1.4M		16k	89.45	View chart
Avago Technologies Stock (AVGO)	0.2	$1.4M		1.6k	867.18	View chart
Eversource Energy Stock (ES)	0.2	$1.4M		19k	70.92	View chart
Rio Tinto Adr (RIO)	0.2	$1.3M	-70%	21k	63.84	View chart
Idexx Labs Stock (IDXX)	0.2	$1.3M	-7%	2.6k	502.23	View chart
Vanguard Information Technology Etf (VGT)	0.1	$1.3M		3.0k	442.22	View chart
3M Stock (MMM)	0.1	$1.3M	+10%	13k	100.09	View chart
Starbucks Corp Stock (SBUX)	0.1	$1.3M	-3%	13k	99.06	View chart
Goldman Sachs Group Stock (GS)	0.1	$1.3M	-3%	4.0k	322.55	View chart
Bhp Group Adr (BHP)	0.1	$1.3M	-70%	21k	59.67	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$1.3M	+7%	6.8k	187.27	View chart
Spdr Gold Minishares Trust Etf (GLDM)	0.1	$1.3M	+60%	33k	38.09	View chart
Cummins Stock (CMI)	0.1	$1.3M		5.1k	245.16	View chart
Vanguard Short Term Infl-protected Etf (VTIP)	0.1	$1.2M	-13%	26k	47.42	View chart
Spdr S&p Oil & Gas Exploration & Production Etf Etf (XOP)	0.1	$1.2M		9.4k	128.84	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.1	$1.2M	-37%	2.4k	507.29	View chart
Vanguard Energy Etf (VDE)	0.1	$1.2M	+3%	11k	112.89	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$1.2M	-8%	9.6k	125.95	View chart
Medtronic Stock (MDT)	0.1	$1.2M		14k	88.10	View chart
Ishares S&p U.s. Preferred Stock Etf Etf (PFF)	0.1	$1.2M	+29%	39k	30.93	View chart
Freeport Mcmoran Copper Stock (FCX)	0.1	$1.2M	-46%	30k	40.00	View chart
Market Vectors Etf Trmorningstar Wide Moat Researchetf Etf (MOAT)	0.1	$1.2M	+90%	15k	79.79	View chart
Mastercard Stock (MA)	0.1	$1.2M	-29%	3.0k	393.34	View chart
Lowes Cos Stock (LOW)	0.1	$1.2M	+2%	5.2k	225.69	View chart
Mckesson Corp Stock (MCK)	0.1	$1.2M	+3%	2.7k	427.31	View chart
Duke Energy Corp Stock (DUK)	0.1	$1.2M	-11%	13k	89.74	View chart
Eastern Bankshares Stock (EBC)	0.1	$1.1M	-3%	93k	12.27	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	0.1	$1.1M	+3%	15k	75.66	View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI)	0.1	$1.1M		15k	75.09	View chart
Qualcomm Stock (QCOM)	0.1	$1.1M	+3%	9.0k	119.04	View chart
Fidelity Msci Energy Index Etf Etf (FENY)	0.1	$1.1M	-6%	48k	22.16	View chart
Travelers Companies Stock (TRV)	0.1	$1.1M	-25%	6.1k	173.66	View chart
Dow Stock (DOW)	0.1	$1.1M	-23%	20k	53.26	View chart
Sonoco Prods Stock (SON)	0.1	$1.0M		18k	59.02	View chart
Vanguard Financials Etf Etf (VFH)	0.1	$1.0M	-13%	13k	81.24	View chart
Colgate Palmolive Stock (CL)	0.1	$1.0M	+4%	14k	77.04	View chart
Csx Corp Stock (CSX)	0.1	$1.0M	-3%	30k	34.10	View chart
Vanguard European Etf (VGK)	0.1	$1.0M	+28%	16k	61.70	View chart
Canadian National Railway Stock (CNI)	0.1	$1.0M		8.3k	121.07	View chart
Linde Stock (LIN)	0.1	$993k		2.6k	381.05	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.1	$987k		9.8k	100.92	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$965k	+13%	13k	72.94	View chart
Financial Select Sector Spdr Etf (XLF)	0.1	$959k	-2%	28k	33.71	View chart
Is Guggenheim S&p 500 Pure Growth Eft Etf (RPG)	0.1	$948k		6.2k	152.55	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.1	$946k	-9%	24k	39.74	View chart
United Parcel Service Stock (UPS)	0.1	$938k	-20%	5.2k	179.24	View chart
Vanguard Short Term Bond Etf (BSV)	0.1	$936k	+12%	12k	75.57	View chart
Iron Mountain Reit (IRM)	0.1	$935k	-3%	17k	56.82	View chart
S & P Mid Cap 400 Dep Rcpts Mid Cap Etf (MDY)	0.1	$928k		1.9k	478.91	View chart
Air Prods & Chems Stock (APD)	0.1	$920k		3.1k	299.48	View chart
Waste Management Stock (WM)	0.1	$919k	+3%	5.3k	173.42	View chart
Emerson Elec Stock (EMR)	0.1	$911k	-5%	10k	90.39	View chart
Ishares Silver Trust Etf Etf (SLV)	0.1	$910k	-58%	44k	20.89	View chart
Ishares 10-20 Year Treasury Bond Etf Etf (TLH)	0.1	$909k	+6%	8.2k	110.77	View chart
Ares Capital Corp Cef (ARCC)	0.1	$892k	+4%	48k	18.79	View chart
Kkr & Co Stock (KKR)	0.1	$889k		16k	56.00	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.1	$885k	-11%	46k	19.39	View chart
Unilever Adr (UL)	0.1	$882k		17k	52.13	View chart
Realty Income Corp Reit (O)	0.1	$880k	-12%	15k	59.79	View chart
Ishares Nasdaq Biotechnology Etf (IBB)	0.1	$876k		6.9k	126.96	View chart
Grainger W W Stock (GWW)	0.1	$870k	-45%	1.1k	788.73	View chart
Constellation Brands Inc Cl A Stock (STZ)	0.1	$860k	-5%	3.5k	246.15	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.1	$858k		5.5k	155.69	View chart
Allstate Corp Stock (ALL)	0.1	$857k	-4%	7.9k	109.04	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$854k	+7%	11k	78.26	View chart
Ishares Trust S&p Global Info Technology Etf (IXN)	0.1	$852k		14k	62.19	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.1	$844k		7.2k	116.67	View chart
M & T Bk Corp Stock (MTB)	0.1	$842k	-4%	6.8k	123.75	View chart
Ishares Dj Us Technology Etf (IYW)	0.1	$832k	-12%	7.6k	108.87	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.1	$828k	+3%	2.7k	308.60	View chart
Chubb Stock (CB)	0.1	$814k		4.2k	192.57	View chart
Archer Daniels Midland Stock (ADM)	0.1	$807k	-68%	11k	75.56	View chart
Vanguard Total World Stock Etf Etf (VT)	0.1	$807k		8.3k	96.98	View chart
Invesco Dynamic Energy Exploration & Production Etf Etf (PXE)	0.1	$785k		28k	27.83	View chart
Stryker Corp Stock (SYK)	0.1	$780k	-4%	2.6k	305.13	View chart
American Tower Corp Reit (AMT)	0.1	$779k	+3%	4.0k	193.92	View chart
Vanguard Index Fds Mid-cap Value Index Viper Shs Etf Etf (VOE)	0.1	$771k		5.6k	138.37	View chart
Sherwin Williams Stock (SHW)	0.1	$771k	NEW	2.9k	265.50	View chart
Crown Castle Intl Corp Reit (CCI)	0.1	$766k	+160%	6.7k	113.95	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.1	$766k	+5%	7.9k	96.63	View chart
Citigroup Stock (C)	0.1	$763k		17k	46.04	View chart
Vanguard Large Cap Etf (VV)	0.1	$763k		3.8k	202.73	View chart
Wells Fargo Stock (WFC)	0.1	$759k		18k	42.68	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$759k	-9%	19k	40.68	View chart
Sabine Royalty Trust Stock (SBR)	0.1	$756k	-72%	12k	65.94	View chart
Webster Finl Corp Conn Stock (WBS)	0.1	$751k	-3%	20k	37.75	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.1	$748k	-15%	18k	41.55	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$741k	+37%	1.0k	724.46	View chart
Getty Rlty Corp Reit (GTY)	0.1	$738k	+27%	22k	33.82	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$733k		12k	62.34	View chart
Diageo Adr (DEO)	0.1	$727k		4.2k	173.47	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$717k		11k	63.20	View chart
Fidelity Msci Health Care Index Etf Etf (FHLC)	0.1	$711k	-17%	11k	63.12	View chart
Amer States Wtr Stock (AWR)	0.1	$702k	+15%	8.1k	87.00	View chart
Global X U.s. Infrastructure Development Etf Etf (PAVE)	0.1	$695k		22k	31.43	View chart
Ford Motor Company Stock (F)	0.1	$694k	+6%	46k	15.13	View chart
Target Corp Stock (TGT)	0.1	$685k	-9%	5.2k	131.89	View chart
Kinder Morgan Stock (KMI)	0.1	$685k		40k	17.22	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.1	$683k		4.5k	151.99	View chart
Novartis Adr (NVS)	0.1	$682k	-9%	6.8k	100.91	View chart
Strive 500 Etf Etf	0.1	$678k	+172%	24k	28.34	View chart
American Express Stock (AXP)	0.1	$660k	-51%	3.8k	174.21	View chart
Eaton Corp Stock (ETN)	0.1	$658k	-3%	3.3k	201.09	View chart
Advanced Micro Devices Stock (AMD)	0.1	$651k	-46%	5.7k	113.92	View chart
Marriott Intl Stock (MAR)	0.1	$650k		3.5k	183.69	View chart
Easterly Govt Pptys Reit (DEA)	0.1	$646k		45k	14.50	View chart
Laboratory Corp Of America Stock (LH)	0.1	$644k		2.7k	241.32	View chart
Nike Inc Class B Stock (NKE)	0.1	$644k	+3%	5.8k	110.36	View chart
O Reilly Automotive Stock (ORLY)	0.1	$643k	-4%	673.00	955.73	View chart
Goldman Sachs Physical Gold Etf Etf	0.1	$636k		33k	19.03	View chart
Spdr S&p 400 Mid Cap Growth Etf Etf (MDYG)	0.1	$635k		8.9k	71.65	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$622k	+29%	4.6k	134.87	View chart
Schlumberger Ltd Com Stk Stock (SLB)	0.1	$619k	-58%	13k	49.12	View chart
Lamar Advertising Co A Class A Reit (LAMR)	0.1	$617k		6.2k	99.24	View chart
Ftai Aviation Stock (FTAI)	0.1	$605k	+16%	19k	31.66	View chart
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD)	0.1	$599k	-23%	15k	41.35	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$594k	+5%	23k	26.35	View chart
Seagate Technology Stock (STX)	0.1	$592k		9.6k	61.87	View chart
Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV)	0.1	$592k	+19%	8.8k	67.50	View chart
Ishares Russell Midcap Value Index Etf (IWS)	0.1	$584k		5.3k	109.83	View chart
Bank New York Mellon Corp Stock (BK)	0.1	$581k		13k	44.52	View chart
Chicago Mercantile Hldgs Stock (CME)	0.1	$574k	-19%	3.1k	185.27	View chart
Illinois Tool Wks Stock (ITW)	0.1	$572k		2.3k	250.14	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.1	$568k	-6%	6.8k	83.56	View chart
Netflix Stock (NFLX)	0.1	$566k	-2%	1.3k	440.50	View chart
Powershares Intl Divid Achievers Port Etf (PID)	0.1	$560k	+36%	31k	18.05	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	0.1	$558k		3.4k	161.82	View chart
Sysco Corp Stock (SYY)	0.1	$552k	+60%	7.4k	74.20	View chart
Booking Holdings Stock (BKNG)	0.1	$551k		204.00	2700.33	View chart
Whirlpool Corp Stock (WHR)	0.1	$549k	NEW	3.7k	148.79	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$546k	+5%	4.0k	138.04	View chart
American Water Works Stock (AWK)	0.1	$539k	+20%	3.8k	142.75	View chart
Ishares Exponential Technologies Etf Etf (XT)	0.1	$535k		9.6k	55.60	View chart
Texas Instrs Stock (TXN)	0.1	$535k	+59%	3.0k	180.00	View chart
Williams Cos Stock (WMB)	0.1	$525k	-36%	16k	32.63	View chart
Pimco Active Bond Etf Etf (BOND)	0.1	$523k		5.7k	91.62	View chart
Ny Community Bancorp Stock (NYCB)	0.1	$521k		46k	11.24	View chart
Magellan Midstream Partners Stock (MMP)	0.1	$519k	-10%	8.3k	62.32	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$514k		8.4k	61.01	View chart
Hercules Capital Cef (HTGC)	0.1	$513k	+11%	35k	14.80	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$508k		7.5k	67.50	View chart
Organon & Co Stock (OGN)	0.1	$504k	NEW	24k	20.81	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.1	$503k	+18%	2.1k	235.31	View chart
Oneok Stock (OKE)	0.1	$501k		8.1k	61.72	View chart
Albany Intl Corp Newcl A Stock (AIN)	0.1	$501k		5.4k	93.28	View chart
Fidelity Total Bond Etf Etf (FBND)	0.1	$495k	+10%	11k	45.42	View chart
Eog Resources Stock (EOG)	0.1	$494k	-90%	4.3k	114.45	View chart
Fastenal Stock (FAST)	0.1	$493k	-30%	8.4k	58.99	View chart
Charles Schwab Corp Stock (SCHW)	0.1	$491k	+20%	8.7k	56.68	View chart
Vanguard Utilities Etf (VPU)	0.1	$491k		3.5k	142.17	View chart
Wisdomtree Midcap Dividend Etf (DON)	0.1	$487k	-8%	12k	42.05	View chart
Morgan Stanley Stock (MS)	0.1	$487k	-28%	5.7k	85.40	View chart
Blackrock Stock (BLK)	0.1	$486k		703.00	690.69	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$482k	+15%	6.6k	72.50	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$482k		1.8k	263.97	View chart
Marsh & Mclennan Cos Stock (MMC)	0.1	$479k		2.5k	188.08	View chart
Hershey Stock (HSY)	0.1	$478k	-2%	1.9k	249.65	View chart
Market Vectors Etf Tr Jr Gold Miners Etf Etf (GDXJ)	0.1	$472k	-5%	13k	35.66	View chart
Pgim Ultra Short Bond Etf Etf (PULS)	0.1	$471k	+3%	9.5k	49.41	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.1	$465k		20k	23.52	View chart
Invesco S&p Midcap Low Volatility Etf Etf (XMLV)	0.1	$463k		8.9k	51.75	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$459k	-56%	1.0k	455.72	View chart
Ge Healthcare Technologies Stock (GEHC)	0.1	$459k		5.6k	81.24	View chart
Invesco S&p 500 Pure Value Etf Etf (RPV)	0.1	$458k		5.9k	77.54	View chart
Market Vectors Etf Trust Agribusiness Etf (MOO)	0.1	$455k		5.6k	81.73	View chart
Ishares Tr Msci Acwiindex Etf (ACWI)	0.1	$455k		4.7k	95.94	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.1	$453k	+7%	6.3k	71.57	View chart
National Retail Pptys Reit (NNN)	0.1	$443k	+7%	10k	42.79	View chart
Intuitive Surgical Stock (ISRG)	0.1	$442k	-53%	1.3k	341.94	View chart
Ishares Gold Trust Etf Etf (IAU)	0.0	$433k		12k	36.39	View chart
Vanguard Extended Market Etf Etf (VXF)	0.0	$426k		2.9k	148.81	View chart
Powershares Ftse Rafi Us 1500 S/m Pt Etf (PRFZ)	0.0	$425k	NEW	2.5k	171.80	View chart
Yum! Brands Stock (YUM)	0.0	$425k		3.1k	138.55	View chart
Salesforce Stock (CRM)	0.0	$424k	-17%	2.0k	211.26	View chart
Fidelity Msci Information Technology Index Etf Etf (FTEC)	0.0	$422k	NEW	3.2k	130.63	View chart
Truist Finl Corp Stock (TFC)	0.0	$420k		14k	30.35	View chart
Us Bancorp Del Stock (USB)	0.0	$415k	-59%	13k	33.04	View chart
Dover Corp Stock (DOV)	0.0	$413k		2.8k	147.62	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.0	$405k		12k	33.77	View chart
Nextera Energy Inc Unit 09/01/25 Stock (NEE.PR)	0.0	$405k	-14%	8.9k	45.29	View chart
Canadian Pac Railway Stock (CP)	0.0	$400k	-20%	4.9k	80.80	View chart
Lam Research Corp Stock (LRCX)	0.0	$399k	+22%	620.00	642.88	View chart
Kohls Corp Stock (KSS)	0.0	$398k	-14%	17k	23.05	View chart
Star Bulk Carriers Corp. Shs Par Stock (SBLK)	0.0	$393k		22k	17.70	View chart
Johnson Ctls Stock (JCI)	0.0	$389k		5.7k	68.14	View chart
Avangrid Stock (AGR)	0.0	$389k		10k	37.68	View chart
Raymond James Finl Stock (RJF)	0.0	$388k	-2%	3.7k	103.76	View chart
Corteva Stock (CTVA)	0.0	$382k		6.7k	57.30	View chart
Total Sa Adr (TTE)	0.0	$381k	-10%	6.6k	57.64	View chart
Toronto Dominion Bank Stock (TD)	0.0	$379k		6.1k	62.01	View chart
Paychex Stock (PAYX)	0.0	$376k	+53%	3.4k	111.87	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$372k		5.9k	62.61	View chart
Postal Realty Trust Inc Cl A Reit (PSTL)	0.0	$370k		25k	14.71	View chart
Market Vectors Gold Miners Index Etf Etf (GDX)	0.0	$369k	-32%	12k	30.11	View chart
Gilead Sciences Stock (GILD)	0.0	$369k	-12%	4.8k	77.08	View chart
Dupont De Nemours Stock (DD)	0.0	$366k		5.1k	71.43	View chart
Ishares Msci Europe Financials Etf Etf (EUFN)	0.0	$364k		19k	19.18	View chart
Ardagh Metal Packaging S A Stock (AMBP)	0.0	$364k	+3%	97k	3.76	View chart
Fedex Corp Stock (FDX)	0.0	$358k		1.4k	247.84	View chart
Cameco Corp F Stock (CCJ)	0.0	$355k		11k	31.33	View chart
Spdr Ser Tr Dj Wilshire Small Cap Growth Etf Etf (SLYG)	0.0	$353k	+4%	4.6k	76.96	View chart
Sl Green Rlty Corp Reit (SLG)	0.0	$353k	+27%	12k	30.05	View chart
Clearway Energy Inc Cl A Stock (CWEN.A)	0.0	$351k		13k	27.00	View chart
Spdr Index Shs Fds S&p Emerging Mkts Sm Cap Etf Etf (EWX)	0.0	$349k		6.7k	52.51	View chart
Intuit Stock (INTU)	0.0	$348k	+9%	760.00	458.27	View chart
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)	0.0	$348k		27k	12.70	View chart
Uber Technologies Stock (UBER)	0.0	$345k	-4%	8.0k	43.17	View chart
Kayne Anderson Mlp Invt Cef (KYN)	0.0	$344k	+11%	42k	8.14	View chart
Dorchester Minerals Lp Com Unit Stock (DMLP)	0.0	$337k		11k	29.96	View chart
Trane Technologies Stock (TT)	0.0	$332k		1.7k	191.26	View chart
Columbia Bkg Sys Stock (COLB)	0.0	$329k	-11%	16k	20.28	View chart
Palo Alto Networks Stock (PANW)	0.0	$328k		1.3k	255.51	View chart
Humana Stock (HUM)	0.0	$328k		733.00	447.02	View chart
Applied Matls Stock (AMAT)	0.0	$328k	-40%	2.3k	144.51	View chart
Caci Intl Inc Cl A Stock (CACI)	0.0	$327k	-71%	959.00	340.84	View chart
Graniteshares Gold Shares Etf (BAR)	0.0	$326k		17k	19.01	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$325k		3.8k	84.95	View chart
Western Union Company Stock (WU)	0.0	$323k		28k	11.73	View chart
Aon Corp Stock (AON)	0.0	$323k		936.00	345.20	View chart
L3harris Technologies Stock (LHX)	0.0	$323k	-52%	1.7k	195.82	View chart
Brown Forman Corp Cl B Stock (BF.B)	0.0	$323k		4.8k	66.78	View chart
Zoetis Inc Com Cl A Stock (ZTS)	0.0	$322k	-26%	1.9k	172.24	View chart
Eaton Vance Tax Managed Buy Write Cef (ETV)	0.0	$321k		25k	12.78