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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, QQQ, MSFT, VOOG, GLD, and represent 15.31% of Essex Financial Services's stock portfolio.
Added to shares of these 10 stocks: PYLD, JPST, PVAL, RECS, TCAF, CGUS, JMST, Blackrock Etf Trust Ii, LDUR, CGDV.
Started 33 new stock positions in PMBS, LB, NUKZ, XBI, TDVG, COR, CLVT, IEO, BXMT, KWEB.
Reduced shares in these 10 stocks: AAPL, VIG, DVY, META, IBM, UNP, BRK.A, PFE, GBIL, LLY.
Sold out of its positions in ARKQ, AFRM, AMX, CNBS, APP, BAC.PL, CCJ, CAH, KMX, CET.
Essex Financial Services was a net buyer of stock by $2.7M.
Essex Financial Services has $1.4B in assets under management (AUM), dropping by -1.91%.
Central Index Key (CIK): 0001315785

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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.

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Download the Essex Financial Services March 2025 csv data

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

Past Filings by Essex Financial Services

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

Essex Financial Services 2025 Q1 filed April 25, 2025
Essex Financial Services 2024 Q4 filed Jan. 29, 2025
Essex Financial Services 2024 Q3 filed Oct. 24, 2024
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

View all past filings

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