Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Essex Savings Bank

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

Top 5 stock holdings are AAPL, CVX, XOM, MSFT, ADP, and represent 21.68% of Essex Bank's stock portfolio.
Added to shares of these 10 stocks: MINT, IVV, VGIT, IEMG, PYLD, FLOT, MU, AEM, LEN, VV.
Started 11 new stock positions in MNST, MINT, NUV, IDV, SCHA, VV, BWXT, LEN, AEM, MU. FLOT.
Reduced shares in these 10 stocks: HD, VGSH, MCD, VGLT, XOM, IBM, LLY, JPM, , FI.
Sold out of its positions in AXON, EQT, FIS, FI, FTNT, HWM, DSI, USIG, JEPI, SPTS. SAP, SCHM.
Essex Bank was a net seller of stock by $-3.6M.
Essex Bank has $444M in assets under management (AUM), dropping by 5.81%.
Central Index Key (CIK): 0001752212

Tip: Access up to 7 years of quarterly data

Positions held by Essex Savings Bank consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Essex Bank

Essex Bank holds 309 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Computer Inc. Cmn. Common Stock (AAPL)	6.4	$28M		111k	254.63	View chart
Chevron Common Stock (CVX)	4.6	$21M		132k	155.29	View chart
Exxon Mobil Corporation Common Stock (XOM)	4.5	$20M		176k	112.75	View chart
Microsoft Common Stock (MSFT)	3.3	$15M		29k	517.95	View chart
Automatic Data Processing Inc - Taxable Common Stock (ADP)	2.9	$13M		44k	293.50	View chart
Johnson & Johnson Common Stock (JNJ)	2.9	$13M		68k	185.42	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.A)	2.7	$12M		16.00	754200.00	View chart
Jp Morgan Chase & Co Common Stock (JPM)	2.0	$8.9M	-2%	28k	315.42	View chart
Nvidia Corp Common Stock (NVDA)	1.9	$8.6M		46k	186.58	View chart
Lilly Eli & Company Common Stock (LLY)	1.9	$8.6M	-2%	11k	763.00	View chart
Broadcom Common Stock (AVGO)	1.8	$8.2M		25k	329.90	View chart
Alphabet Common Stock (GOOG)	1.7	$7.7M		32k	243.55	View chart
Amazon Common Stock (AMZN)	1.7	$7.5M		34k	219.57	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	1.4	$6.0M		25k	243.10	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fds-equity (VOO)	1.3	$6.0M		9.8k	612.38	View chart
Ishares Tr S&p 500 Index Exchange Traded Fds-equity (IVV)	1.3	$5.7M	+18%	8.6k	669.29	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	1.3	$5.7M	+2%	11k	502.73	View chart
Procter & Gamble Common Stock (PG)	1.2	$5.2M		34k	153.65	View chart
Home Depot Common Stock (HD)	1.2	$5.2M	-18%	13k	405.19	View chart
Visa Inc Com Cl A Common Stock (V)	1.1	$5.0M		15k	341.38	View chart
Wal-mart Common Stock (WMT)	1.1	$4.9M		48k	103.06	View chart
Spdr Tr Unit Ser 1 Exchange Traded Fds-equity (SPY)	1.0	$4.6M	+2%	6.9k	666.17	View chart
Rtx Corporation Common Stock (RTX)	1.0	$4.3M		26k	167.33	View chart
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fds-equity (QQQ)	0.9	$4.1M		6.8k	600.36	View chart
Facebook Inc Cl A Common Stock (META)	0.8	$3.7M	-4%	5.0k	734.37	View chart
Vanguard Tax-managed Fd Europe Pac Etf Exchange Traded Fds-equity (VEA)	0.8	$3.5M	+3%	59k	59.92	View chart
Abbvie Common Stock (ABBV)	0.7	$3.2M		14k	231.54	View chart
Verisk Analytics Inc Cl A Common Stock (VRSK)	0.7	$3.1M		12k	251.51	View chart
Target Corporation Common Stock (TGT)	0.6	$2.8M		31k	89.70	View chart
Ishares Tr Core S&p Ttl Stk Exchange Traded Fds-equity (ITOT)	0.6	$2.8M	+5%	19k	145.65	View chart
Caterpillar Common Stock (CAT)	0.6	$2.7M		5.7k	477.14	View chart
Merck & Co Common Stock (MRK)	0.6	$2.6M		31k	83.93	View chart
Mastercard Incorporated Cl A Common Stock (MA)	0.6	$2.5M		4.5k	568.80	View chart
Deere & Co Common Stock (DE)	0.5	$2.4M		5.3k	457.26	View chart
Vanguard Mid Cap Etf Exchange Traded Fds-equity (VO)	0.5	$2.4M		8.2k	293.73	View chart
Cisco Common Stock (CSCO)	0.5	$2.4M		34k	68.42	View chart
Trane Technologies Foreign Equities (TT)	0.5	$2.3M		5.5k	421.95	View chart
Stryker Corp Common Stock (SYK)	0.5	$2.3M		6.2k	369.66	View chart
Vanguard Scottsdale Fds Inter Term Treas Exchange Traded Fds-other (VGIT)	0.5	$2.3M	+31%	38k	60.02	View chart
Ishares Tr Russell 2000 Exchange Traded Fds-equity (IWM)	0.5	$2.3M	-3%	9.4k	241.96	View chart
Vanguard Total Stk Mkt Etf Exchange Traded Fds-equity (VTI)	0.5	$2.3M	+4%	7.0k	328.16	View chart
Blackrock Common Stock (BLK)	0.5	$2.2M		1.9k	1165.86	View chart
Vanguard Whitehall Fds High Dividend Yield Etf Exchange Traded Fds-equity (VYM)	0.5	$2.2M		15k	140.95	View chart
Pepsico Common Stock (PEP)	0.5	$2.1M	-8%	15k	140.44	View chart
Schwab Charles Corp Common Stock (SCHW)	0.5	$2.1M		22k	95.47	View chart
Oracle Corporation Common Stock (ORCL)	0.5	$2.1M	-5%	7.4k	281.23	View chart
Netflix Common Stock (NFLX)	0.5	$2.0M	-5%	1.7k	1198.89	View chart
Ishares Tr S&p 500 Grwt Etf Exchange Traded Fds-equity (IVW)	0.5	$2.0M		17k	120.72	View chart
Intl Business Machines Common Stock (IBM)	0.5	$2.0M	-11%	7.1k	282.15	View chart
Vanguard Admiral Fds Inc 500 Grth Idx F Exchange Traded Fds-equity (VOOG)	0.4	$2.0M		4.6k	435.45	View chart
Moodys Corp Common Stock (MCO)	0.4	$1.9M		4.1k	476.47	View chart
Vanguard Index Fds Small Cp Etf Exchange Traded Fds-equity (VB)	0.4	$1.9M		7.6k	254.28	View chart
Norfolk Southern Corp Common Stock (NSC)	0.4	$1.9M		6.4k	300.40	View chart
Eaton Corp Cmn Foreign Equities (ETN)	0.4	$1.9M	-2%	5.1k	374.25	View chart
Jp Morgan Etf Ultra Short Income Exchange Traded Fds-other (JPST)	0.4	$1.9M		37k	50.72	View chart
Palo Alto Networks Common Stock (PANW)	0.4	$1.9M		9.1k	203.62	View chart
General Dynamics Corporation Common Stock (GD)	0.4	$1.8M		5.4k	341.00	View chart
Ishares Tr Index Russell1000grw Exchange Traded Fds-equity (IWF)	0.4	$1.8M	+3%	3.9k	468.40	View chart
Union Pac Corp Common Stock (UNP)	0.4	$1.8M	+5%	7.7k	236.37	View chart
Cummins Common Stock (CMI)	0.4	$1.8M		4.3k	422.36	View chart
Adobe Common Stock (ADBE)	0.4	$1.8M	-5%	5.1k	352.75	View chart
L3harris Technologies Common Stock (LHX)	0.4	$1.8M		5.7k	305.40	View chart
Goldman Sachs Common Stock (GS)	0.4	$1.7M	-3%	2.1k	796.33	View chart
Costco Whsl Corp Common Stock (COST)	0.4	$1.7M		1.8k	925.62	View chart
Lockheed Martin Corp Common Stock (LMT)	0.3	$1.5M		3.1k	499.20	View chart
Coca Cola Common Stock (KO)	0.3	$1.5M		23k	66.31	View chart
Vanguard Specialized Port Divd Apprec Indx Etf Exchange Traded Fds-equity (VIG)	0.3	$1.5M		6.8k	215.79	View chart
Tesla Mtrs Common Stock (TSLA)	0.3	$1.4M		3.2k	444.70	View chart
Kimberly - Clark Corp Common Stock (KMB)	0.3	$1.4M		11k	124.34	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$1.4M	-29%	4.6k	303.88	View chart
Colgate Palmolive Common Stock (CL)	0.3	$1.4M		17k	79.94	View chart
Ishares Tr S&p Midcap 400 Exchange Traded Fds-equity (IJH)	0.3	$1.3M		21k	65.26	View chart
Wells Fargo & Co Common Stock (WFC)	0.3	$1.3M	-10%	16k	83.81	View chart
Ishares Dividend Growth Etf Exchange Traded Fds-equity (DGRO)	0.3	$1.3M		19k	68.08	View chart
Profesionally Managed Portfocongress Interme Exchange Traded Fds-other (CAFX)	0.3	$1.3M		51k	25.02	View chart
Cvs Corp. Common Stock (CVS)	0.3	$1.3M		17k	75.38	View chart
Ishares Tr S&p Small Cap 600 Index Exchange Traded Fds-equity (IJR)	0.3	$1.2M	-6%	11k	118.83	View chart
Honeywell Intl Common Stock (HON)	0.3	$1.2M		5.9k	210.50	View chart
Pimco Etf Tr Enhan Shrt Ma Ac Exchange Traded Fds-other (MINT)	0.3	$1.2M	NEW	12k	100.69	View chart
Southern Company Common Stock (SO)	0.3	$1.2M		12k	94.77	View chart
3m Company Common Stock (MMM)	0.3	$1.1M		7.4k	155.18	View chart
Illinois Tool Wks Common Stock (ITW)	0.3	$1.1M		4.3k	260.76	View chart
Ishares Inc Core Msci Emkt Exchange Traded Fds-equity (IEMG)	0.3	$1.1M	+77%	17k	65.92	View chart
Accenture Plc Ireland Shs Class A Foreign Equities (ACN)	0.3	$1.1M	-4%	4.5k	246.60	View chart
Emerson Electric Common Stock (EMR)	0.2	$1.1M	-4%	8.3k	131.18	View chart
Asml Holding Nv Ny Reg Foreign Equities (ASML)	0.2	$1.1M		1.1k	968.09	View chart
Salesforce Common Stock (CRM)	0.2	$1.1M	-4%	4.5k	237.00	View chart
General Electric Common Stock (GE)	0.2	$1.0M	-15%	3.5k	300.82	View chart
Disney Walt Common Stock (DIS)	0.2	$1.0M		8.9k	114.50	View chart
Nextera Energy Common Stock (NEE)	0.2	$1.0M		13k	75.49	View chart
Ishares Tr Core Msci Eafe Exchange Traded Fds-equity (IEFA)	0.2	$1000k		12k	87.31	View chart
Aflac Common Stock (AFL)	0.2	$979k		8.8k	111.70	View chart
Amgen Common Stock (AMGN)	0.2	$959k		3.4k	282.18	View chart
Vanguard Index Fds Value Etf Exchange Traded Fds-equity (VTV)	0.2	$956k		5.1k	186.49	View chart
Grainger W.w Common Stock (GWW)	0.2	$946k		993.00	952.96	View chart
Cigna Corp Common Stock (CI)	0.2	$943k		3.3k	288.25	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$942k		7.6k	123.75	View chart
Danaher Corporation Common Stock (DHR)	0.2	$940k	+5%	4.7k	198.26	View chart
Taiwan Semiconductor Mfg Foreign Equities (TSM)	0.2	$933k	-4%	3.3k	279.28	View chart
American Express Common Stock (AXP)	0.2	$931k	-3%	2.8k	332.15	View chart
Ecolab Common Stock (ECL)	0.2	$905k		3.3k	273.85	View chart
Conocophillips Common Stock (COP)	0.2	$870k		9.2k	94.59	View chart
Abbott Labs Common Stock (ABT)	0.2	$846k		6.3k	133.94	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.2	$841k	+3%	1.7k	485.01	View chart
Vanguard Russell 1000 Value Etf Exchange Traded Fds-equity (VONV)	0.2	$816k	-7%	9.1k	89.37	View chart
Vanguard Scottsdale Fds S/t Corp Bd Index Etf Exchange Traded Fds-other (VCSH)	0.2	$815k	+5%	10k	79.93	View chart
Cheniere Energy Common Stock (LNG)	0.2	$814k	-12%	3.5k	234.98	View chart
Nike Inc Cl B Common Stock (NKE)	0.2	$791k		11k	69.72	View chart
Ishares Tr Russell Midcap Index Exchange Traded Fds-equity (IWR)	0.2	$788k		8.2k	96.55	View chart
Boeing Common Stock (BA)	0.2	$786k		3.6k	215.83	View chart
Arista Networks Common Stock (ANET)	0.2	$786k		5.4k	145.71	View chart
Advanced Micro Devices Common Stock (AMD)	0.2	$779k	+4%	4.8k	161.79	View chart
Qualcomm Common Stock (QCOM)	0.2	$779k		4.7k	166.36	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.2	$758k		12k	62.47	View chart
Spdr Gold Trust Gold Exchange Traded Fds-other (GLD)	0.2	$752k	+7%	2.1k	355.45	View chart
Ishares Tr Index Msci Eafe Idx Exchange Traded Fds-equity (EFA)	0.2	$743k	-20%	8.0k	93.37	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$743k	+3%	2.2k	345.28	View chart
Uber Technologies Common Stock (UBER)	0.2	$735k	-3%	7.5k	97.97	View chart
Ishares Tr Index Russell Mcp Gr Exchange Traded Fds-equity (IWP)	0.2	$732k		5.1k	142.41	View chart
Phillips 66 Common Stock (PSX)	0.2	$731k		5.4k	136.02	View chart
Sonoco Prods Common Stock (SON)	0.2	$723k		17k	43.09	View chart
Altria Group Common Stock (MO)	0.2	$717k		11k	66.06	View chart
Invesco Etf S&p 500 Equal Weight Exchange Traded Fds-equity (RSP)	0.2	$713k		3.8k	189.70	View chart
Pfizer Common Stock (PFE)	0.2	$712k	-15%	28k	25.47	View chart
Ishares Gold Trust Exchange Traded Fds-equity (IAU)	0.2	$704k	+3%	9.7k	72.77	View chart
Constellation Energy Corp Common Stock (CEG)	0.2	$702k		2.1k	329.07	View chart
Chubb Foreign Equities (CB)	0.2	$700k	-2%	2.5k	282.25	View chart
St Paul Travelers Cos Common Stock (TRV)	0.2	$687k		2.5k	279.21	View chart
Bristol Myers Squibb Common Stock (BMY)	0.2	$683k	-9%	15k	45.09	View chart
Flexshares Tr Esg & Clm Us Lrg Exchange Traded Fds-equity (FEUS)	0.2	$682k		9.4k	72.62	View chart
Corning Common Stock (GLW)	0.2	$679k		8.3k	82.03	View chart
Ishares Tr S&p 500 Val Etf Exchange Traded Fds-equity (IVE)	0.1	$659k		3.2k	206.51	View chart
Ishares Tr Dj Us Tech Sec Exchange Traded Fds-equity (IYW)	0.1	$655k		3.3k	195.86	View chart
Dupont De Nemours Common Stock (DD)	0.1	$651k		8.4k	77.90	View chart
Pimco Etf Trust Multisector Bond Active Exchange Exchange Traded Fds-equity (PYLD)	0.1	$649k	+95%	24k	26.84	View chart
Vanguard Intl Equity Index Femr Mkt Etf Exchange Traded Fds-equity (VWO)	0.1	$645k		12k	54.18	View chart
J P Morgan Exchange-traded Fultra Sht Muncpl Etf - Tax Exempt (JMST)	0.1	$636k	-2%	13k	51.04	View chart
Tjx Cos Common Stock (TJX)	0.1	$634k		4.4k	144.54	View chart
Dover Corp Common Stock (DOV)	0.1	$618k		3.7k	166.83	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$612k	-5%	12k	51.59	View chart
Ge Vernova Common Stock (GEV)	0.1	$611k		994.00	614.88	View chart
Blackstone Group Inc Com Cl A Common Stock (BX)	0.1	$608k		3.6k	170.85	View chart
Novartis A G Foreign Equities (NVS)	0.1	$591k		4.6k	128.24	View chart
Ishares Tr Msci Val Idx Exchange Traded Fds-equity (EFV)	0.1	$586k		8.6k	67.83	View chart
Verizon Communications Common Stock (VZ)	0.1	$583k	-13%	13k	43.95	View chart
Ishares Core S&p Value Exchange Traded Fds-equity (IUSV)	0.1	$582k	+6%	5.8k	99.95	View chart
J P Morgan Exchange Traded Fhedged Equity La Exchange Traded Fds-equity (HELO)	0.1	$572k		8.8k	65.00	View chart
Philip Morris Intl Common Stock (PM)	0.1	$566k		3.5k	162.20	View chart
Novo-nordisk A S Foreign Equities (NVO)	0.1	$564k	-5%	10k	55.49	View chart
Servicenow Common Stock (NOW)	0.1	$548k	-2%	595.00	920.25	View chart
Freeport-mcmoran Copper & Gold Common Stock (FCX)	0.1	$544k		14k	39.22	View chart
Ishares Tr Russell1000val Exchange Traded Fds-equity (IWD)	0.1	$535k	-2%	2.6k	203.59	View chart
Valero Energy Corp Common Stock (VLO)	0.1	$516k	-8%	3.0k	170.26	View chart
Morgan Stanley Dean Witter Common Stock (MS)	0.1	$512k		3.2k	158.95	View chart
Northrop Grumman Corp Common Stock (NOC)	0.1	$504k		827.00	609.31	View chart
Flexshares Morningstar Us Exchange Traded Fds-equity (TILT)	0.1	$496k		2.0k	242.29	View chart
American Electric Power Common Stock (AEP)	0.1	$483k		4.3k	112.50	View chart
Citigroup Common Stock (C)	0.1	$481k	+2%	4.7k	101.50	View chart
Gilead Sciences Common Stock (GILD)	0.1	$480k		4.3k	111.00	View chart
Ingersoll Rand Common Stock (IR)	0.1	$478k		5.8k	82.62	View chart
At&t Common Stock (T)	0.1	$475k	-19%	17k	28.23	View chart
White Mtns Ins Group Foreign Equities (WTM)	0.1	$475k		284.00	1671.51	View chart
Proshares Tr S&p 500 Dv Arist Exchange Traded Fds-equity (NOBL)	0.1	$471k	-4%	4.6k	103.07	View chart
Schwab Strategic Tr Us Lrg Cap Etf Exchange Traded Fds-equity (SCHX)	0.1	$470k	-6%	18k	26.34	View chart
Spdr Ser Tr Portfolio Sm Etf Exchange Traded Fds-equity (SPSM)	0.1	$467k	+15%	10k	46.31	View chart
Paychex Common Stock (PAYX)	0.1	$466k		3.7k	126.76	View chart
Vanguard Index Fds Mcap Vl Idxvip Exchange Traded Fds-equity (VOE)	0.1	$459k		2.6k	174.58	View chart
Shell Plc Sponsored Adr Representing B Shrs Foreign Equities (SHEL)	0.1	$459k		6.4k	71.53	View chart
Iron Mtn Common Stock (IRM)	0.1	$458k		4.5k	101.94	View chart
Flexshares Trust International Quality Div Exchange Traded Fds-equity (IQDF)	0.1	$457k		16k	28.53	View chart
Texas Instruments Common Stock (TXN)	0.1	$456k	-2%	2.5k	183.73	View chart
Crowdstrike Hldgs Inc Cl A Common Stock (CRWD)	0.1	$456k		929.00	490.34	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.1	$450k		2.2k	200.93	View chart
Palantir Technologies Inc Cl A Common Stock (PLTR)	0.1	$450k	+28%	2.5k	182.41	View chart
Lowes Companies Common Stock (LOW)	0.1	$449k		1.8k	251.31	View chart
Schwab Strategic Tr Us Dividend Eq Exchange Traded Fds-equity (SCHD)	0.1	$446k	-4%	16k	27.29	View chart
Invesco Exchange Traded Fd Ts&p 500 Top 50 Exchange Traded Fds-equity (XLG)	0.1	$434k		7.6k	57.52	View chart
State Street Corp Common Stock (STT)	0.1	$429k		3.7k	116.01	View chart
Air Prods & Chems Common Stock (APD)	0.1	$424k	-12%	1.6k	272.71	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$423k	-2%	5.0k	84.60	View chart
Invesco Exchange Traded Fd Trafi Us 1000 Etf Exchange Traded Fds-other (PRF)	0.1	$417k	+66%	9.2k	45.20	View chart
Ishares Tr Index Dj Sel Div Inx Exchange Traded Fds-equity (DVY)	0.1	$416k		2.9k	142.10	View chart
Comcast Corp New Cl A Common Stock (CMCSA)	0.1	$412k	-8%	13k	31.41	View chart
Lam Research Corp Common Stock (LRCX)	0.1	$402k		3.0k	133.90	View chart
Astrazeneca Foreign Equities (AZN)	0.1	$396k	-3%	5.2k	76.72	View chart
Spdr Ser Tr Russell 1000 Etf Exchange Traded Fds-equity (SPLG)	0.1	$394k	+4%	5.0k	78.34	View chart
Ishares Tr Ibonds 25 Trm Ts Exchange Traded Fds-other (IBTF)	0.1	$393k		17k	23.36	View chart
Metlife Common Stock (MET)	0.1	$386k		4.7k	82.37	View chart
Brookfield Asset Mgmt Foreign Equities (BN)	0.1	$383k		5.6k	68.58	View chart
Alibaba Group Hldg Foreign Equities (BABA)	0.1	$380k	+2%	2.1k	178.73	View chart
Fidelity National Financial Common Stock (FNF)	0.1	$379k		6.3k	60.49	View chart
Us Bancorp Del Common Stock (USB)	0.1	$378k	-3%	7.8k	48.33	View chart
Proshares Tr S&p Mdcp 400 Div Exchange Traded Fds-equity (REGL)	0.1	$373k		4.4k	85.33	View chart
Kkr & Co Common Stock (KKR)	0.1	$367k		2.8k	129.95	View chart
Hca Hldgs Common Stock (HCA)	0.1	$364k		855.00	426.20	View chart
Vanguard Index Fds Growth Etf Exchange Traded Fds-other (VUG)	0.1	$364k		758.00	479.59	View chart
Schwab Strategic Tr Us Brd Mkt Etf Exchange Traded Fds-other (SCHB)	0.1	$362k	-8%	14k	25.70	View chart
Aercap Holdings Nv Foreign Equities (AER)	0.1	$362k		3.0k	121.00	View chart
Carrier Global Corporation Common Stock (CARR)	0.1	$362k		6.1k	59.70	View chart
Boston Scientific Corp Common Stock (BSX)	0.1	$354k		3.6k	97.63	View chart
Schwab Strategic Intl Equityetf Exchange Traded Fds-other (SCHF)	0.1	$354k		15k	23.27	View chart
Laboratory Corp Amer Hldgs Common Stock (LH)	0.1	$352k	-2%	1.2k	287.05	View chart
Bank New York Mellon Corp Common Stock (BK)	0.1	$349k		3.2k	108.96	View chart
Exelon Corp Common Stock (EXC)	0.1	$347k		7.7k	45.00	View chart
Packaging Corp Amer Common Stock (PKG)	0.1	$346k		1.6k	217.93	View chart
Amphenol Corp Common Stock (APH)	0.1	$343k	+11%	2.8k	123.75	View chart
Intel Common Stock (INTC)	0.1	$342k		10k	33.54	View chart
Ishares Tr Msci Acwi Indx Exchange Traded Fds-equity (ACWI)	0.1	$342k		2.5k	138.24	View chart
Marriott Intl Inc New Cl A Common Stock (MAR)	0.1	$339k		1.3k	260.44	View chart
Realty Income Corp Common Stock (O)	0.1	$334k		5.5k	60.79	View chart
Williams Cos Common Stock (WMB)	0.1	$329k	+17%	5.2k	63.35	View chart
Teva Pharmaceutical Indus Foreign Equities (TEVA)	0.1	$325k	-4%	16k	20.20	View chart
Spdr Series Trust Prtflo S&p500 Vl Exchange Traded Fds-equity (SPYV)	0.1	$324k		5.8k	55.33	View chart
Capital One Finl Corp Common Stock (COF)	0.1	$323k		1.5k	212.57	View chart
Intuit Common Stock (INTU)	0.1	$323k		473.00	682.89	View chart
Avery Dennison Corp Common Stock (AVY)	0.1	$315k		1.9k	162.17	View chart
Allegion Pub Ltd Co Ord Foreign Equities (ALLE)	0.1	$312k		1.8k	177.35	View chart
Waste Management Inc Del Common Stock (WM)	0.1	$312k		1.4k	220.82	View chart
Becton Dickinson & Co Common Stock (BDX)	0.1	$310k	-3%	1.7k	187.17	View chart
Vanguard Admiral Fds Inc Midcp 400 Idx Exchange Traded Fds-equity (IVOO)	0.1	$308k		2.8k	110.38	View chart
Intuitive Surgical Common Stock (ISRG)	0.1	$305k		683.00	447.21	View chart
Dominion Energy Common Stock (D)	0.1	$305k		5.0k	61.17	View chart
Ishares Tr Russell Midcap Value Index Fund Exchange Traded Fds-equity (IWS)	0.1	$303k		2.2k	139.67	View chart
Clear Secure Inc Com Cl A Common Stock (YOU)	0.1	$301k	-4%	9.0k	33.38	View chart
T. Rowe Price Group Common Stock (TROW)	0.1	$299k	+3%	2.9k	102.64	View chart
Ishares Tr Core High Dv Etf Exchange Traded Fds-equity (HDV)	0.1	$297k		2.4k	122.45	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$296k	-2%	391.00	758.12	View chart
Schlumberger Foreign Equities (SLB)	0.1	$295k	+11%	8.6k	34.36	View chart
Bny Mellon Etf Trust Ii Dynamic Value Exchange Traded Fds-equity (BKDV)	0.1	$292k		11k	27.79	View chart
Ishares Tr Phlx Semicnd Etf Exchange Traded Fds-equity (SOXX)	0.1	$291k		1.1k	271.11	View chart
Ishares Tr Expanded Tech Exchange Traded Fds-equity (IGV)	0.1	$290k		2.5k	115.01	View chart
Spdr S & P Midcap Etf Exchange Traded Fds-equity (MDY)	0.1	$290k		487.00	596.01	View chart
I Shares Tr S&p 100 Etf Exchange Traded Fds-equity (OEF)	0.1	$290k		870.00	332.83	View chart
First Tr Exchange Traded Fd Iv Limited Duration Exchange Traded Fds-other (FSIG)	0.1	$290k		15k	19.20	View chart
Royal Caribbean Cruises Foreign Equities (RCL)	0.1	$289k		892.00	323.57	View chart
Marsh & Mclennan Cos Common Stock (MMC)	0.1	$286k	-2%	1.4k	201.53	View chart
I Shares Us Treasury Bond Etf Exchange Traded Fds-other (GOVT)	0.1	$283k	-7%	12k	23.11	View chart
Ishares Tr Msci Grw Idx Exchange Traded Fds-equity (EFG)	0.1	$282k	-6%	2.5k	113.88	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.1	$279k		712.00	391.62	View chart
Bp Amoco Plc Ads Foreign Equities (BP)	0.1	$279k		8.1k	34.45	View chart
Linde Plc Com Euro .001 Foreign Equities (LIN)	0.1	$278k		585.00	475.00	View chart
Ishares Floating Rate Bond Etf Exchange Traded Fds-other (FLOT)	0.1	$276k	NEW	5.4k	51.08	View chart
Shopify Inc Cl A Common Stock (SHOP)	0.1	$276k	+2%	1.9k	148.60	View chart
Amerisource Bergen Corp Common Stock (COR)	0.1	$274k		878.00	312.52	View chart
Medtronic Foreign Equities (MDT)	0.1	$272k	+2%	2.9k	95.24	View chart
Clorox Co Del Common Stock (CLX)	0.1	$272k	+10%	2.2k	123.30	View chart
Kenvue Common Stock (KVUE)	0.1	$271k		17k	16.22	View chart
Vaneck Etf Trust Mrngstr Wde Moat Exchange Traded Fds-other (MOAT)	0.1	$268k	-5%	2.7k	99.11	View chart
Ishares Tr Core 1 5 Yr Usd Exchange Traded Fds-other (ISTB)	0.1	$267k		5.5k	48.84	View chart
Pacer Fds Tr Us Cash Cows 100 Exchange Traded Fds-equity (COWZ)	0.1	$266k		4.6k	57.47	View chart
Spdr Series Trust S&p Divid Etf Exchange Traded Fds-equity (SDY)	0.1	$266k		1.9k	140.05	View chart
Technology Select Sector Exchange Traded Fds-equity (XLK)	0.1	$265k		940.00	281.81	View chart
Fedex Corp Common Stock (FDX)	0.1	$260k		1.1k	235.80	View chart
Vanguard Charlotte Fds Totalintl Bd Index Fd Etf Exchange Traded Fds-other (BNDX)	0.1	$259k	+4%	5.2k	49.45	View chart
Wec Energy Group Common Stock (WEC)	0.1	$258k		2.3k	114.58	View chart
Kla-tencor Corp Common Stock (KLAC)	0.1	$258k		239.00	1078.59	View chart
Ishares Tr Usa Quality Fctr Exchange Traded Fds-equity (QUAL)	0.1	$257k	-8%	1.3k	194.50	View chart
Invesco Exch Traded Fd Tr Iis&p500 Low Vol Exchange Traded Fds-other (SPLV)	0.1	$256k		3.5k	73.47	View chart
Cms Energy Corp Common Stock (CMS)	0.1	$255k		3.5k	73.26	View chart
Flexshares Tr Mornstar Upstr Exchange Traded Fds-other (GUNR)	0.1	$255k	-3%	5.8k	43.77	View chart
Vanguard Wellington Fd Short Trm Tax Ex Etf - Tax Exempt (VTES)	0.1	$254k		2.5k	101.92	View chart
Chesapeake Energy Corp Common Stock (EXE)	0.1	$251k	-2%	2.4k	106.23	View chart
Intercontinentalexchange Inccom Common Stock (ICE)	0.1	$249k		1.5k	168.48	View chart
Micron Technology Common Stock (MU)	0.1	$247k	NEW	1.5k	167.32	View chart
Vanguard Bd Index Fd Inc Intermed Term Exchange Traded Fds-other (BIV)	0.1	$245k		3.1k	78.09	View chart
Agnico Eagle Mines Foreign Equities (AEM)	0.1	$243k	NEW	1.4k	168.56	View chart
Tr Avantis Exchange Traded Fds-equity (AVUV)	0.1	$242k		2.4k	99.53	View chart
O Reilly Automotive Common Stock (ORLY)	0.1	$242k	-2%	2.2k	107.81	View chart
Sherwin Williams Common Stock (SHW)	0.1	$241k	+3%	697.00	346.25	View chart
Ishares Mbs Etf Exchange Traded Fds-other (MBB)	0.1	$240k		2.5k	95.15	View chart
Ishares Tr Dj Pharma Indx Exchange Traded Fds-equity (IHE)	0.1	$239k		3.3k	72.56	View chart
Oge Energy Corp Common Stock (OGE)	0.1	$239k		5.2k	46.27	View chart
Booking Hldgs Inc.com Common Stock (BKNG)	0.1	$238k		44.00	5399.23	View chart
Unilever Foreign Equities (UL)	0.1	$237k	-3%	4.0k	59.27	View chart
Vanguard Scottsdale Fds Mortg-back Sec Exchange Traded Fds-other (VMBS)	0.1	$235k		5.0k	46.95	View chart
Wisdomtree Trust Smlcap Earn Exchange Traded Fds-equity (EES)	0.1	$235k		4.2k	55.86	View chart
Diageo P L C Foreign Equities (DEO)	0.1	$233k	+5%	2.4k	95.43	View chart
Otis Worldwide Corp Common Stock (OTIS)	0.1	$232k	-19%	2.5k	91.43	View chart
Ishares Tr Index Barcly Usagg B Exchange Traded Fds-other (AGG)	0.1	$231k		2.3k	100.25	View chart
Vanguard Scottsdale Fds Short Term Treas Exchange Traded Fds-other (VGSH)	0.1	$229k	-75%	3.9k	58.84	View chart
Autodesk Common Stock (ADSK)	0.1	$228k	-2%	718.00	317.62	View chart
Allstate Corp Common Stock (ALL)	0.1	$227k		1.1k	214.65	View chart
Ishares Tr Rusl 3000 Grow Exchange Traded Fds-equity (IUSG)	0.1	$226k		1.4k	164.54	View chart
Corteva Common Stock (CTVA)	0.1	$223k		3.3k	67.63	View chart
American Tower Corp Common Stock (AMT)	0.1	$223k		1.2k	192.31	View chart
Lennar Corp Common Stock (LEN)	0.1	$222k	NEW	1.8k	126.04	View chart
Wisdomtree Trust Midcap Divi Exchange Traded Fds-equity (DON)	0.0	$220k		4.2k	52.29	View chart
Gallagher Arthur J & Co Common Stock (AJG)	0.0	$219k	-9%	707.00	309.72	View chart
Ferguson Foreign Equities (FERG)	0.0	$219k		975.00	224.58	View chart
Rush Enterprises Inc Cl A Common Stock (RUSHA)	0.0	$217k		4.1k	53.47	View chart
Ishares Tr Glb Infrastr Etf Exchange Traded Fds-equity (IGF)	0.0	$216k		3.5k	61.11	View chart
Vanguard Whitehall Intl Highdividend Yield Etf Exchange Traded Fds-equity (VYMI)	0.0	$216k		2.5k	84.68	View chart
Vanguard Index Fd Large Cap Etf Exchange Traded Fds-equity (VV)	0.0	$215k	NEW	697.00	307.84	View chart
Analog Devices Common Stock (ADI)	0.0	$214k		870.00	245.70	View chart
Vanguard Bd Index Fd Inc Short Trm Bond Exchange Traded Fds-other (BSV)	0.0	$214k	+6%	2.7k	78.89	View chart
Heico Corp Common Stock (HEI)	0.0	$213k		659.00	322.73	View chart
Spdr Ser Tr Protfolio Ln Tsr Exchange Traded Fds-other (SPTL)	0.0	$213k	-3%	7.9k	26.95	View chart
Bwx Technologies Common Stock (BWXT)	0.0	$212k	NEW	1.1k	184.37	View chart
Vanguard Scottsdale Fds Long Term Treas Exchange Traded Fds-other (VGLT)	0.0	$211k	-68%	3.7k	56.86	View chart
Schwab Strategic Tr Us Sml Cap Etf Exchange Traded Fds-equity (SCHA)	0.0	$210k	NEW	7.5k	27.89	View chart
Ishares Intl Select Dividendetf Exchange Traded Fds-equity (IDV)	0.0	$209k	NEW	5.7k	36.54	View chart
Monster Beverage Corp Common Stock (MNST)	0.0	$207k	NEW	3.1k	67.31	View chart
Flexshares Tr Hig Yld Vl Etf Exchange Traded Fds-equity (HYGV)	0.0	$205k		5.0k	41.20	View chart
Mckesson Corp Common Stock (MCK)	0.0	$204k	-27%	264.00	772.52	View chart
Broadridge Finl Solutions Incom Common Stock (BR)	0.0	$204k		855.00	238.16	View chart
Oneok Common Stock (OKE)	0.0	$201k	-33%	2.8k	72.97	View chart
Haleon Plc Spnsd Foreign Equities (HLN)	0.0	$119k	-9%	13k	8.97	View chart
Nuveen Mun Value Mutual Funds-tax Exempt (NUV)	0.0	$103k	NEW	12k	8.98	View chart
Wipro Ltd Spons Foreign Equities (WIT)	0.0	$63k		24k	2.62	View chart

Past Filings by Essex Bank

SEC 13F filings are viewable for Essex Bank going back to 2018

Essex Bank 2025 Q3 filed Nov. 4, 2025
Essex Savings Bank 2025 Q2 filed July 11, 2025
Essex Savings Bank 2025 Q1 filed April 21, 2025
Essex Savings Bank 2024 Q4 filed Jan. 14, 2025
Essex Savings Bank 2024 Q3 filed Nov. 1, 2024
Essex Savings Bank 2024 Q2 filed July 23, 2024
Essex Savings Bank 2024 Q1 filed April 22, 2024
Essex Savings Bank 2023 Q4 filed Jan. 22, 2024
Essex Savings Bank 2023 Q3 filed Oct. 12, 2023
Essex Savings Bank 2023 Q2 filed July 19, 2023
Essex Savings Bank 2023 Q1 filed April 24, 2023
Essex Savings Bank 2022 Q4 filed Jan. 18, 2023
Essex Savings Bank 2022 Q3 filed Oct. 19, 2022
Essex Savings Bank 2022 Q2 filed July 19, 2022
Essex Savings Bank 2022 Q1 filed May 3, 2022
Essex Savings Bank 2021 Q4 filed Feb. 23, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z