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

Companies in the Essex Financial Services portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.3 $29M +3% 240k 122.15
Invesco Qqq Tr Etf (QQQ) 4.0 $22M +11% 70k 319.14
Compass Diversifiedhldgs Sh Ben Int (CODI) 3.2 $18M -5% 778k 23.15
Vanguard Admiral Fds Etf (VOOG) 3.0 $17M +10% 70k 234.97
Amazon (AMZN) 3.0 $17M 5.3k 3093.81
Microsoft Corporation (MSFT) 2.6 $14M 61k 235.77
Johnson & Johnson (JNJ) 2.2 $12M +8% 75k 164.35
SPDR S&P 500 Etf (SPY) 1.7 $9.6M +9% 24k 396.33
Alphabet Cla Com (GOOGL) 1.5 $8.6M -11% 4.2k 2062.41
Vanguard Whitehall Fds Etf (VYM) 1.4 $7.9M +19% 78k 101.09
Alibaba Group Hldg Adr (BABA) 1.4 $7.6M 34k 226.73
Proshares Tr S&p 500 Divd Aristocrats Etf (NOBL) 1.3 $7.2M +11% 83k 86.26
Berkshire Hathawayinc Del Cl B Clb Com (BRK.B) 1.3 $7.0M +15% 28k 255.48
Procter & Gamble Company (PG) 1.2 $6.7M +2% 49k 135.44

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JPMorgan Chase & Co. (JPM) 1.1 $6.4M -2% 42k 152.24
Pfizer (PFE) 1.1 $6.2M 170k 36.23
Ishares Tr Core S&p 500 Etf (IVV) 1.0 $5.8M +29% 15k 397.83
Spdr Gold Tr Gold Shrs (GLD) 1.0 $5.7M +8% 36k 159.95
Ishares Usa Min Vol Etf (USMV) 0.9 $5.2M +28% 76k 69.19
Exxon Mobil Corporation (XOM) 0.9 $5.2M +19% 93k 55.83
Vanguard Group Div App Etf (VIG) 0.9 $5.2M +14% 35k 147.09
Tesla Motors (TSLA) 0.9 $5.1M -25% 7.7k 667.88
Vanguard Index Fds Mid Cap Vipers Etf (VO) 0.9 $4.8M +5% 22k 221.32
Visa Cla Com (V) 0.8 $4.7M -2% 22k 211.74
Eli Lilly & Co. (LLY) 0.8 $4.7M -2% 25k 186.83
Bank of America Corporation (BAC) 0.8 $4.6M -2% 118k 38.69
Invesco S&p 500 Eql Wgt Etf (RSP) 0.8 $4.4M 31k 141.65
Home Depot (HD) 0.8 $4.3M -7% 14k 305.28
Invesco Exchng Traded Fd Tr Ii S&p Low Vol Etf (SPLV) 0.7 $4.1M +13% 71k 58.16
Thermo Fisher Scientific (TMO) 0.7 $4.0M -4% 8.9k 456.42
Roper Industries (ROP) 0.7 $4.0M 9.8k 403.32
Sprott Physical Gold Trust (PHYS) 0.7 $3.9M +17% 293k 13.41
Coca-Cola Company (KO) 0.7 $3.9M +66% 74k 52.71
Ishares Tr Core Div Growth Etf (DGRO) 0.7 $3.9M +32% 81k 48.26
Cisco Systems (CSCO) 0.7 $3.9M 75k 51.71
Pepsi (PEP) 0.7 $3.8M -6% 27k 141.44
Walt Disney Company (DIS) 0.7 $3.7M -7% 20k 184.52
Facebook Cla Com (FB) 0.7 $3.7M -2% 13k 294.53
UnitedHealth (UNH) 0.7 $3.6M -8% 9.8k 372.09
At&t (T) 0.7 $3.6M -6% 120k 30.27
Vanguard Total Stk Mkt Etf (VTI) 0.6 $3.6M +25% 17k 206.71
Intel Corporation (INTC) 0.6 $3.2M +6% 49k 64.00
Alphabet Clc Com (GOOG) 0.6 $3.1M -26% 1.5k 2068.83
Verizon Communications (VZ) 0.6 $3.1M 53k 58.14
Spdr Ser Tr S&p Divd Etf (SDY) 0.5 $3.1M +17% 26k 118.04
Ishares Tr Russellmid-cap Etf Etf (IWR) 0.5 $3.0M 40k 73.92
Abbvie (ABBV) 0.5 $2.9M -3% 27k 108.23
Vanguard Index Fds Value Etf (VTV) 0.5 $2.9M +56% 22k 131.47
Vanguard Index Fds S&p 500 Etf (VOO) 0.5 $2.9M +17% 8.0k 364.34
Raytheon Technologies Corp (RTX) 0.5 $2.9M -7% 38k 77.27
Ishares Core S&p Mid-cap Etf (IJH) 0.5 $2.9M +12% 11k 260.28
International Business Machines (IBM) 0.5 $2.8M -12% 21k 133.24
Stanley Black & Decker (SWK) 0.5 $2.6M 13k 199.71
Ishares Core S&p Small-cap Etf (IJR) 0.5 $2.6M +11% 24k 108.53
Ishares Core S&p Total Us Stock Market Etf (ITOT) 0.5 $2.5M +39% 27k 91.58
Vanguard Index Fds Small Cap Vipers Etf (VB) 0.4 $2.5M +16% 12k 214.09
Ishares Tr Core Msci Total Etf (IXUS) 0.4 $2.4M +7% 35k 70.28
TJX Companies (TJX) 0.4 $2.3M -12% 35k 66.14
McDonald's Corporation (MCD) 0.4 $2.3M -9% 10k 224.15
Merck & Co (MRK) 0.4 $2.3M -3% 30k 77.09
Ishares S&p 500 Growth Etf (IVW) 0.4 $2.3M 35k 65.10
CVS Caremark Corporation (CVS) 0.4 $2.2M -9% 30k 75.24
Jp Morgan Exchange Traded Fd Ultra Shrt Etf (JPST) 0.4 $2.2M +46% 44k 50.74
Vanguard Small Cap Value Etf (VBR) 0.4 $2.2M NEW 13k 165.59
Bristol Myers Squibb (BMY) 0.4 $2.2M 34k 63.14
Automatic Data Processing (ADP) 0.4 $2.1M +38% 11k 188.51
Honeywell International (HON) 0.4 $2.1M +2% 9.6k 217.07
Sprott Focus Tr 0.4 $2.1M -6% 264k 7.80
Chevron Corporation (CVX) 0.4 $2.1M -4% 20k 104.80
Cigna Corp (CI) 0.4 $2.0M NEW 8.4k 241.79
Invesco Exchange Trade Fd S&p500 Quality Etf (SPHQ) 0.4 $2.0M +12% 46k 44.33
General Electric Company (GE) 0.4 $2.0M 153k 13.13
NVIDIA Corporation (NVDA) 0.4 $2.0M +38% 3.7k 534.07
Norfolk Southern (NSC) 0.3 $1.9M -9% 7.1k 268.58
Invesco Etf Fd Tr Ii Nasdaqnxt Gen Etf (QQQJ) 0.3 $1.9M +666% 59k 31.84
Caterpillar (CAT) 0.3 $1.9M -13% 8.0k 231.82
Lockheed Martin Corporation (LMT) 0.3 $1.8M +4% 4.9k 369.49
Union Pacific Corporation (UNP) 0.3 $1.8M -35% 8.2k 220.39
Southern Company (SO) 0.3 $1.8M +7% 29k 62.17
Blackstone Group Inc Com Cl A (BX) 0.3 $1.8M +3% 24k 74.54
Schwab Strategic Tr Us Div Equity Etf (SCHD) 0.3 $1.8M +2% 24k 72.91
Altria (MO) 0.3 $1.7M +18% 34k 51.16
Eastern Bankshares (EBC) 0.3 $1.7M 90k 19.29
Pimco Etf Tr Enchanced Sht Maturity Etf (MINT) 0.3 $1.7M +339% 17k 101.91
Abbott Laboratories (ABT) 0.3 $1.7M -20% 14k 119.82
Boeing Company (BA) 0.3 $1.7M +5% 6.7k 254.69
U.S. Bancorp (USB) 0.3 $1.7M -8% 30k 55.31
Ishares Russell 1000 Growth Etf (IWF) 0.3 $1.6M 6.8k 243.12
Ark Etf Trust Innovation Etf (ARKK) 0.3 $1.6M +65% 14k 119.93
Ishares Tr Pfd And Etf (PFF) 0.3 $1.6M +17% 42k 38.40
Adobe Systems Incorporated (ADBE) 0.3 $1.6M -51% 3.3k 475.29
Vanguard Star Fd Total Intl Stock Index Etf (VXUS) 0.3 $1.6M +6% 25k 62.70
Comcast Corp Cla Com (CMCSA) 0.3 $1.5M +20% 28k 54.11
Philip Morris International (PM) 0.3 $1.5M +81% 17k 88.72
3M Company (MMM) 0.3 $1.5M +16% 7.6k 192.67
Taiwan Semiconductor Mfg Adr (TSM) 0.3 $1.5M -3% 12k 118.30
Fidelity Total Bond Etf (FBND) 0.2 $1.4M +55% 27k 52.41
Danaher Corporation (DHR) 0.2 $1.4M +3% 6.1k 225.09
Starbucks Corporation (SBUX) 0.2 $1.4M 12k 109.30
Goldman Sachs (GS) 0.2 $1.3M -11% 4.1k 327.01
Medtronic (MDT) 0.2 $1.3M -24% 11k 118.17
IDEXX Laboratories (IDXX) 0.2 $1.3M -2% 2.6k 489.43
General Dynamics Corporation (GD) 0.2 $1.3M -20% 7.0k 181.52
Carrier Global Corporation (CARR) 0.2 $1.2M -8% 29k 42.23
Proshares Tr Russ2000 Div Etf (SMDV) 0.2 $1.2M +11% 19k 65.39
Duke Energy (DUK) 0.2 $1.2M +9% 13k 96.56
American International (AIG) 0.2 $1.2M +4% 26k 46.22
Sonoco Products Company (SON) 0.2 $1.2M -13% 19k 63.29
PNC Financial Services (PNC) 0.2 $1.2M +11% 6.8k 175.37
Vanguard Intl Equity Index Fund Etf (VWO) 0.2 $1.2M +162% 23k 52.03
Berkshire Hathawayinc Del Cl A Cla Com (BRK.A) 0.2 $1.2M -25% 3.00 385666.67
Unilever Adr (UL) 0.2 $1.2M 21k 55.82
Costco Wholesale Corporation (COST) 0.2 $1.1M -4% 3.2k 352.37
Citigroup (C) 0.2 $1.1M +5% 15k 72.75
Wal-Mart Stores (WMT) 0.2 $1.1M -6% 8.2k 135.80
First Tr Exc Traded Fund Cap Strength Etf (FTCS) 0.2 $1.1M +192% 16k 70.81
Vanguard Index Fds Growth Etf (VUG) 0.2 $1.1M +36% 4.2k 257.12
Eversource Energy (ES) 0.2 $1.1M +10% 12k 86.62
Cummins (CMI) 0.2 $1.1M +40% 4.1k 259.05
Vanguard Sector Index Fds Finls Vipers Etf (VFH) 0.2 $1.1M +9% 13k 84.52
Vanguard Ftse Devlped Market Etf (VEA) 0.2 $1.1M +17% 22k 49.10
Ishares Russell 2000 Etf (IWM) 0.2 $1.1M +37% 4.8k 220.99
Deere & Company (DE) 0.2 $1.0M +34% 2.8k 374.11
Ishares S&p 500 Value Etf (IVE) 0.2 $1.0M +24% 7.4k 141.28
Spdr Dow Jones Indl Avg Etf Tr Etf (DIA) 0.2 $1.0M +5% 3.1k 330.33
Kraneshares Tr Csi China Internet Etf (KWEB) 0.2 $1.0M +4% 13k 76.34
Anthem (ANTM) 0.2 $1.0M -3% 2.8k 359.13
Oracle Corporation (ORCL) 0.2 $992k +23% 14k 70.19
Ishares Tr Nasdaq Biotech Etf (IBB) 0.2 $991k +5% 6.6k 150.49
Nextera Energy (NEE) 0.2 $978k -29% 13k 75.63
Teekay Lng Partners LP (TGP) 0.2 $974k 68k 14.39
Spdr Ser Tr S&p Biotech Etf (XBI) 0.2 $972k +9% 7.2k 135.72
Invesco Exchange Td Fd Tr S&p 500 Pur Get Etf (RPG) 0.2 $959k +2% 5.8k 164.32
Ishares Trust Dj Us Technology Etf (IYW) 0.2 $959k +7% 11k 87.69
Mastercard Inc Cl A Cla Com (MA) 0.2 $943k 2.6k 355.98
Ishares Morningstar Large Grwth Index Etf (ILCG) 0.2 $943k -7% 3.3k 288.47
Qualcomm (QCOM) 0.2 $943k +116% 7.1k 132.56
People's United Financial (PBCT) 0.2 $933k -59% 52k 17.89
Tor Dom Bk Cad (TD) 0.2 $930k +4% 14k 65.19
Emerson Electric (EMR) 0.2 $917k +8% 10k 90.25
Kkr & Co (KKR) 0.2 $905k 19k 48.85
Otis Worldwide Corp (OTIS) 0.2 $904k -10% 13k 68.45
Proshares Tr S&p Mdcp400 Etf (REGL) 0.2 $895k +3% 13k 69.66
Constellation Brands Cla Com (STZ) 0.2 $892k 3.9k 228.02
Webster Financial Corporation (WBS) 0.2 $876k -21% 16k 55.11
salesforce (CRM) 0.2 $846k +7% 4.0k 211.87
Laboratory Corp. of America Holdings (LH) 0.2 $845k +8% 3.3k 254.90
Ishares Edge Msci Min Vol Eafe Etf (EFAV) 0.2 $844k -44% 12k 72.95
Ishares Russell 1000 Value Etf (IWD) 0.1 $829k +2% 5.5k 151.58
Realty Income (O) 0.1 $823k +36% 13k 63.47
United Parcel Svc Clb Com (UPS) 0.1 $823k +19% 4.8k 170.04
Vanguard Bd Index Fds Total Bd Mkt Etf (BND) 0.1 $810k -22% 9.6k 84.73
Vanguard Bd Index Fds Sht Trm Etf (BSV) 0.1 $805k +53% 9.8k 82.15
Invesco Etf Fd Tr Ftse Rafi 999 Etf (PRF) 0.1 $785k +116% 5.2k 151.66
Invesco Etf Tr Buyback Achiev Etf (PKW) 0.1 $784k 9.3k 84.20
Colgate-Palmolive Company (CL) 0.1 $780k +21% 9.9k 78.83
Waste Management (WM) 0.1 $771k +61% 6.0k 129.04
Ishares Core S&p Us Growth Etf (IUSG) 0.1 $769k +12% 8.5k 90.75
Select Sector Amex Financial Select Index Etf (XLF) 0.1 $752k +54% 22k 34.03
Amgen (AMGN) 0.1 $750k -40% 3.0k 248.67
Vanguard Scottsdale Fds Vanguard Sh Etf (VCSH) 0.1 $747k NEW 9.1k 82.51
Broadcom (AVGO) 0.1 $729k +8% 1.6k 464.04
Invesco Exch Traded Fd Trii S&p 500 Hdl Vol Etf (SPHD) 0.1 $726k +51% 17k 42.88
Ishares Tr Rus Mid Cp Gr Etf (IWP) 0.1 $725k 7.1k 102.06
Nike Inc Cl B Clb Com (NKE) 0.1 $722k +8% 5.4k 132.94
Dow (DOW) 0.1 $712k -2% 11k 63.93
Wells Fargo & Company (WFC) 0.1 $679k +5% 17k 39.05
Crown Castle Intl (CCI) 0.1 $677k +45% 3.9k 172.13
Accenture Plcireland Cla Com (ACN) 0.1 $656k 2.4k 276.21
Fidelity Blue Chip Growth Etf (FBCG) 0.1 $641k +171% 22k 29.24
Ishares Trust Msci Emg Mkts Etf (EEM) 0.1 $639k -10% 12k 53.34
Ssga Active Etf Tr Spdr Tr Tactic Etf (TOTL) 0.1 $634k +40% 13k 48.21
Ares Capital Corporation (ARCC) 0.1 $627k +39% 34k 18.71
Spdr Portfolio S&p 500 Growth Etf (SPYG) 0.1 $620k +163% 11k 56.43
Vanguard Sector Index Fds Health Care Vipers Etf (VHT) 0.1 $618k +7% 2.7k 228.72
Vanguard World Fds Information Technology Etf (VGT) 0.1 $610k +8% 1.7k 358.61
Netflix (NFLX) 0.1 $610k 1.2k 521.37
American Water Works (AWK) 0.1 $610k 4.1k 149.84
Spdr S&p Midcap 4oo Etf (MDY) 0.1 $607k +2% 1.3k 475.71
Ishares Tr Core Msci Eafe Etf (IEFA) 0.1 $606k 8.4k 72.07
Ishares Phlx Semiconductors Etf (SOXX) 0.1 $603k 1.4k 423.75
Lowe's Companies (LOW) 0.1 $601k +3% 3.2k 190.01
Chubb (CB) 0.1 $599k +12% 3.8k 157.88
BlackRock (BLK) 0.1 $579k 768.00 753.91
Ecolab (ECL) 0.1 $577k -7% 2.7k 214.10
Novartis Adr (NVS) 0.1 $576k -11% 6.7k 85.41
Paypal Holdings (PYPL) 0.1 $569k 2.3k 242.85
Kimberly-Clark Corporation (KMB) 0.1 $567k +45% 4.1k 138.94
Mondelez Intl Cla Com (MDLZ) 0.1 $534k +48% 9.1k 58.49
American Tower Reit (AMT) 0.1 $530k -19% 2.2k 239.28
Ishares Tr Exponential Tech Etf (XT) 0.1 $528k +10% 8.9k 59.23
Dupont De Nemours (DD) 0.1 $522k 6.8k 77.33
Spdr Ser Tr Blmbrg Brc Cnvrt Etf (CWB) 0.1 $508k +5% 6.1k 83.32
American Express Company (AXP) 0.1 $504k +2% 3.6k 141.45
Diageo Adr (DEO) 0.1 $499k 3.0k 164.20
Gilead Sciences (GILD) 0.1 $496k -12% 7.7k 64.68
Target Corporation (TGT) 0.1 $485k -50% 2.5k 197.88
Getty Realty (GTY) 0.1 $485k 17k 28.34
Cme (CME) 0.1 $475k +110% 2.3k 204.39
Freeport-mcmoran Clb Com (FCX) 0.1 $475k +6% 14k 32.91
Invesco Etf Tr Fin Etf (PGF) 0.1 $473k -5% 25k 18.88
Goldman Sachs Etf Tr activebeta eme (GEM) 0.1 $470k 12k 39.46
American States Water Company (AWR) 0.1 $466k -8% 6.2k 75.56
Illinois Tool Works (ITW) 0.1 $456k +41% 2.1k 221.36
O'reilly Automotive (ORLY) 0.1 $449k 884.00 507.92
Spdr Ser Tr S&p 400 Mdcp Grw Etf (MDYG) 0.1 $449k +65% 6.0k 75.17
Viacombs Clb Com (VIAC) 0.1 $446k +15% 9.9k 45.12
Bank of New York Mellon Corporation (BK) 0.1 $445k +15% 9.4k 47.27
Ishares Russell Midcap Value Etf (IWS) 0.1 $440k +7% 4.0k 109.43
SYSCO Corporation (SYY) 0.1 $438k 5.6k 78.69
Booking Holdings (BKNG) 0.1 $438k NEW 188.00 2329.79
Linde (LIN) 0.1 $436k +11% 1.6k 280.39
PPG Industries (PPG) 0.1 $422k -78% 2.8k 150.39
Etf Ser Solutions Defiance Nxt Gn Etf (SPAK) 0.1 $419k NEW 16k 26.39
W.W. Grainger (GWW) 0.1 $417k +13% 1.0k 400.58
Ishares Core Us Aggregate Bond Etf (AGG) 0.1 $413k -4% 3.6k 113.90
Iron Mountain (IRM) 0.1 $409k 11k 37.01
Raymond James Financial (RJF) 0.1 $405k +49% 3.3k 122.69
Corning Incorporated (GLW) 0.1 $405k -25% 9.3k 43.50
Novocure Ltd ord (NVCR) 0.1 $393k -17% 3.0k 132.10
Invesco Exchange Traded Fd Tr Ii S&p Midcp Low Etf 0.1 $390k +21% 7.4k 52.38
Enterprise Prodspartners L P Comunit LP (EPD) 0.1 $387k +2% 18k 22.00
Ishares Msci Eafe Etf (EFA) 0.1 $382k +29% 5.0k 75.85
Sabra Health Care REIT (SBRA) 0.1 $379k 22k 17.35
Fastenal Company (FAST) 0.1 $376k -5% 7.5k 50.22
Ark Etf Tr Autnmus Technlgy Etf (ARKQ) 0.1 $373k +9% 4.4k 83.95
Barings Partn Invs Sh Ben Int (MPV) 0.1 $370k 29k 12.94
Spdr Ser Tr S&p Regl Bkg Etf (KRE) 0.1 $369k NEW 5.6k 66.36
Dover Corporation (DOV) 0.1 $368k 2.7k 137.06
Vanguard S&p Value Index Etf (VOOV) 0.1 $365k +44% 2.7k 136.60
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $365k +69% 3.8k 95.10
Vanguard Charolette Total Intl Bd Index Etf (BNDX) 0.1 $361k -4% 6.3k 57.08
Becton, Dickinson and (BDX) 0.1 $360k 1.5k 242.91
Key (KEY) 0.1 $358k -29% 18k 19.98
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $351k +29% 4.2k 82.78
Gentex Corporation (GNTX) 0.1 $350k 9.8k 35.71
Morgan Stanley (MS) 0.1 $349k +25% 4.5k 77.59
McKesson Corporation (MCK) 0.1 $346k -26% 1.8k 194.82
Ishares Global Tech Etf (IXN) 0.1 $345k 1.1k 307.49
Kansas City Southern (KSU) 0.1 $344k NEW 1.3k 264.01
Autodesk (ADSK) 0.1 $342k +72% 1.2k 277.37
Spdr Ser Tr S&p 600 Smcp Grw Etf (SLYG) 0.1 $341k NEW 4.0k 85.89
Corteva (CTVA) 0.1 $339k 7.3k 46.61
Vanguard Real Estate Etf (VNQ) 0.1 $339k NEW 3.7k 91.80
Invesco Exchange Traded Fd Tr Intl Divi Achi Etf (PID) 0.1 $338k -3% 20k 16.68
Micron Technology (MU) 0.1 $336k NEW 3.8k 88.28
Zoetis Cla Com (ZTS) 0.1 $336k +10% 2.1k 157.30
Allstate Corporation (ALL) 0.1 $334k -63% 2.9k 114.93
Affirm Hldgs (AFRM) 0.1 $333k NEW 4.7k 70.63
Spdr Ser Tr S&p Bk Etf (KBE) 0.1 $332k +7% 6.4k 51.82
Air Products & Chemicals (APD) 0.1 $329k -54% 1.2k 281.20
Exelon Corporation (EXC) 0.1 $326k +31% 7.5k 43.73
Jp Morgan Diversified Return Us Equity Etf (JPUS) 0.1 $324k 3.5k 91.45
Vanguard Mega Cap Index Etf (MGC) 0.1 $323k NEW 2.3k 140.37
T. Rowe Price (TROW) 0.1 $323k 1.9k 171.81
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $322k -6% 2.9k 109.49
Interpublic Group of Companies (IPG) 0.1 $321k -3% 11k 29.20
Zimmer Holdings (ZBH) 0.1 $316k NEW 2.0k 160.24
DTE Energy Company (DTE) 0.1 $316k +7% 2.4k 133.33
Ishares Select Dividend Etf (DVY) 0.1 $314k NEW 2.8k 114.18
Blackstone Mtg Tr Cla Com (BXMT) 0.1 $312k 10k 30.99
L3harris Technologies (LHX) 0.1 $311k +14% 1.5k 202.47
Atlassian Corp Cla Com (TEAM) 0.1 $310k +6% 1.5k 210.88
Eaton Vance Taxmanaged Buywrite Opp Sh Ben Int (ETV) 0.1 $308k 20k 15.51
Aon Cla Com 0.1 $307k -57% 1.3k 230.13
Vanguard Large Cap Index Etf (VV) 0.1 $303k -66% 1.6k 185.55
FMC Corporation (FMC) 0.1 $303k +38% 2.7k 110.46
Stryker Corporation (SYK) 0.1 $303k -30% 1.2k 243.57
Ishares Tr Gl Clean Ene Etf (ICLN) 0.1 $301k +37% 12k 24.28
Clorox Company (CLX) 0.1 $301k +26% 1.6k 192.95
General Mills (GIS) 0.1 $297k -6% 4.8k 61.39
Starwood Ppty Tr 0.1 $291k 12k 24.75
Hp (HPQ) 0.1 $287k NEW 9.0k 31.80
Hershey Company (HSY) 0.1 $287k 1.8k 158.04
Vanguard Mun Bds Fds Tax Exempt Etf (VTEB) 0.1 $286k 5.2k 54.67
Invesco Etf Fd Tr S&p 500 Top 49 Etf (XLG) 0.1 $286k 965.00 296.37
Total Se Adr (TTE) 0.1 $280k +3% 6.0k 46.59
Eaton (ETN) 0.0 $278k -59% 2.0k 138.52
Estee Lauder Companies (EL) 0.0 $271k 931.00 291.08
Applied Materials (AMAT) 0.0 $271k NEW 2.0k 133.76
American Electric Power Company (AEP) 0.0 $271k +6% 3.2k 84.82
Jp Morgan Exchange Traded Fd Ultra Shrt Etf (JMST) 0.0 $270k NEW 5.3k 51.09
Proshares Tr Msci Tranfrmtnal Etf (ANEW) 0.0 $269k 6.3k 42.59
PPL Corporation (PPL) 0.0 $267k NEW 9.3k 28.82
Vanguard World Fd Mega Cap Growth Etf (MGK) 0.0 $266k 1.3k 207.00
Lam Research Corporation (LRCX) 0.0 $265k NEW 445.00 595.51
Marriott International (MAR) 0.0 $265k +2% 1.8k 148.13
Campbell Soup Company (CPB) 0.0 $262k 5.2k 50.24
Viatris (VTRS) 0.0 $261k -13% 19k 13.97
Ishares Core S&p Us Value Etf (IUSV) 0.0 $261k NEW 3.8k 68.81
Docusign (DOCU) 0.0 $261k NEW 1.3k 202.17
FedEx Corporation (FDX) 0.0 $261k -6% 919.00 284.00
Johnson Controls International Plc equity (JCI) 0.0 $261k NEW 4.4k 59.77
Eaton Vance Tax Managed Buy Write Sh Ben Int (ETB) 0.0 $260k -2% 17k 15.72
Ishares Trust Us Treasury Etf (TIP) 0.0 $255k 2.0k 125.49
First Tr Exc Traded Fund Etf (CIBR) 0.0 $254k 6.1k 41.78
Square Cla Com (SQ) 0.0 $254k NEW 1.1k 227.19
Amphenol Corporation (APH) 0.0 $252k +33% 3.8k 65.87
Hercules Technology Growth Capital (HTGC) 0.0 $250k +16% 16k 16.06
Oneok (OKE) 0.0 $250k -5% 4.9k 50.73
Walgreen Boots Alliance (WBA) 0.0 $250k NEW 4.6k 54.80
CSX Corporation (CSX) 0.0 $249k -62% 2.6k 96.33
Intuit (INTU) 0.0 $248k 648.00 382.72
Invesco Exch Traded Fd Tr Ii S & P Smlcp Etf (PSCH) 0.0 $245k NEW 1.3k 183.80
Vanguard Intl Equity Index Fds Ftse Europe Etf (VGK) 0.0 $243k +13% 3.9k 62.87
Invesco Etf Fd Tr Divid Achieve Etf (PFM) 0.0 $242k +14% 7.0k 34.55
Lumentum Hldgs (LITE) 0.0 $242k NEW 2.7k 91.32
Travelers Companies (TRV) 0.0 $241k -67% 1.6k 150.53
Ishares Bonds Dec 2022 Term Corp Etf (IBDN) 0.0 $241k 9.5k 25.44
Phillips 66 (PSX) 0.0 $240k -58% 2.9k 81.44
Public Service Enterprise (PEG) 0.0 $238k +2% 4.0k 60.18
Sanofi Adr (SNY) 0.0 $236k -9% 4.8k 49.50
Albany International (AIN) 0.0 $235k NEW 2.8k 83.33
First Tr Exch Traded Fd Iii Managed Muni Etf (FMB) 0.0 $234k NEW 4.2k 56.32
Te Connectivity Ltd for (TEL) 0.0 $232k +6% 1.8k 129.03
Delta Air Lines (DAL) 0.0 $230k NEW 4.8k 48.31
Ishares Ibonds Dec 2023 Term Corp Etf (IBDO) 0.0 $226k 8.7k 26.11
Fortive (FTV) 0.0 $223k +2% 3.2k 70.53
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $222k NEW 7.1k 31.49
Kinder Morgan (KMI) 0.0 $222k +7% 13k 16.63
Brown Forman Corp Clb Com (BF.B) 0.0 $222k -33% 3.2k 68.90
Invesco Exch Traded Fd Tr Ii Intl Buyback Etf (IPKW) 0.0 $220k NEW 5.2k 42.53
Washington Trust Ban (WASH) 0.0 $220k NEW 4.3k 51.58
Navient Corporation equity (NAVI) 0.0 $219k +6% 15k 14.33
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $218k NEW 2.5k 88.55
Microchip Technology (MCHP) 0.0 $217k NEW 1.4k 155.56
Vaneck Vectors Etf Tr Jr Miners Etf (GDXJ) 0.0 $217k NEW 4.8k 45.01
H&R Block (HRB) 0.0 $216k NEW 9.9k 21.80
Tc Energy Corp (TRP) 0.0 $215k NEW 4.7k 45.84
Medical Properties Trust (MPW) 0.0 $213k NEW 10k 21.31
Seagate Technology Com Stk 0.0 $213k -27% 2.8k 76.73
McCormick & Company, Incorporated (MKC) 0.0 $211k 2.4k 89.26
Ishares Gold Trust Etf 0.0 $209k 13k 16.25
United States Steel Corporation (X) 0.0 $207k NEW 7.9k 26.23
CarMax (KMX) 0.0 $206k NEW 1.6k 132.48
Trane Technologies (TT) 0.0 $206k NEW 1.2k 165.86
Humana (HUM) 0.0 $205k 490.00 418.37
Prudential Financial (PRU) 0.0 $204k NEW 2.2k 90.95
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.0 $204k NEW 3.1k 65.47
Vanguard Intl Equity Fds Tt World St Etf (VT) 0.0 $202k NEW 2.1k 97.12
Yum! Brands (YUM) 0.0 $202k -23% 1.9k 108.14
Valero Energy Corporation (VLO) 0.0 $201k NEW 2.8k 71.58
Lumen Technologies (LUMN) 0.0 $200k NEW 15k 13.33
Ford Motor Company (F) 0.0 $169k +11% 14k 12.27
Annaly Capital Management (NLY) 0.0 $151k -5% 18k 8.61
Invesco Advantage Muni Inc Tr Sh Ben Int (VKI) 0.0 $140k -25% 12k 11.86
Eagle Pt Cr (ECC) 0.0 $127k 11k 11.94
Western New England Ban (WNEB) 0.0 $115k 14k 8.47
Asml Holdings Nv Ny Reg (ASML) 0.0 $114k NEW 184.00 619.57
Energy Transferpartners Ltd Part (ET) 0.0 $110k -28% 14k 7.68

Past Filings by Essex Financial Services

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

View all past filings