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, JNJ, LLY, BRK.A, and represent 20.43% of Essex Bank's stock portfolio.
Added to shares of these 10 stocks: VO, VOOG, IWF, IJT, ISTB, HON, HONA, KLAC, VGT, BKNG.
Started 30 new stock positions in RY, HYGV, HONA, SCHM, JEPQ, FLEX, TCAL, VBIL, SNDK, STX.
Reduced shares in these 10 stocks: , NVDA, Honeywell International, VTES, CAT, NKE, IVV, Dupont De Nemours, AVGO, VRSK.
Sold out of its positions in AEM, BSX, CME, EXE, CLX, Dupont De Nemours, XOM, Honeywell International, ICE, KR. MCK, NEM, NKE, REGN, SHOP, VTES, VMBS.
Essex Bank was a net seller of stock by $-23M.
Essex Bank has $463M in assets under management (AUM), dropping by 2.30%.
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 318 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Computer Inc. Cmn. Common Stock (AAPL)	6.7	$31M		107k	289.35	View chart
Chevron Common Stock (CVX)	4.7	$22M		132k	165.76	View chart
Johnson & Johnson Common Stock (JNJ)	3.7	$17M		68k	253.97	View chart
Lilly Eli & Company Common Stock (LLY)	2.7	$12M		10k	1199.42	View chart
Berkshire Hathaway Inc Del Common Stock (BRK.A)	2.6	$12M		16.00	748850.00	View chart
Microsoft Common Stock (MSFT)	2.2	$10M		28k	373.01	View chart
Alphabet Common Stock (GOOG)	2.2	$10M	-2%	29k	353.32	View chart
Automatic Data Processing Inc - Taxable Common Stock (ADP)	2.1	$9.6M		43k	223.95	View chart
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)	2.0	$9.1M		26k	357.36	View chart
Jp Morgan Chase & Co Common Stock (JPM)	1.9	$9.0M		27k	327.32	View chart
Broadcom Common Stock (AVGO)	1.9	$8.9M	-4%	24k	377.75	View chart
Amazon Common Stock (AMZN)	1.7	$8.0M		34k	238.34	View chart
Nvidia Corp Common Stock (NVDA)	1.6	$7.2M	-23%	36k	200.09	View chart
Vanguard Index Fds S&p 500 Etf Exchange Traded Fds-equity (VOO)	1.4	$6.6M	+7%	9.6k	686.80	View chart
Ishares Tr S&p 500 Index Exchange Traded Fds-equity (IVV)	1.3	$6.2M	-7%	8.2k	748.89	View chart
Spdr Tr Unit Ser 1 Exchange Traded Fds-equity (SPY)	1.2	$5.5M		7.3k	746.77	View chart
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)	1.1	$5.1M		10k	500.39	View chart
Wal-mart Common Stock (WMT)	1.1	$5.0M		45k	113.26	View chart
Visa Inc Com Cl A Common Stock (V)	1.0	$4.8M		14k	343.08	View chart
Caterpillar Common Stock (CAT)	1.0	$4.7M	-11%	4.4k	1064.90	View chart
Rtx Corporation Common Stock (RTX)	1.0	$4.6M		24k	189.73	View chart
Invesco Qqq Tr Unit Ser 1 Exchange Traded Fds-equity (QQQ)	1.0	$4.5M	-4%	6.1k	736.40	View chart
Procter & Gamble Common Stock (PG)	1.0	$4.5M		30k	146.64	View chart
Vanguard Tax-managed Fd Europe Pac Etf Exchange Traded Fds-equity (VEA)	0.9	$4.3M	+2%	61k	71.25	View chart
Home Depot Common Stock (HD)	0.9	$4.3M		12k	352.67	View chart
Target Corporation Common Stock (TGT)	0.9	$4.1M		31k	130.61	View chart
Cisco Common Stock (CSCO)	0.8	$3.9M		33k	117.46	View chart
Merck & Co Common Stock (MRK)	0.8	$3.6M		28k	128.50	View chart
Abbvie Common Stock (ABBV)	0.7	$3.4M		14k	251.64	View chart
Deere & Co Common Stock (DE)	0.7	$3.4M		5.3k	634.33	View chart
Ishares Tr Core S&p Ttl Stk Exchange Traded Fds-equity (ITOT)	0.7	$3.2M		19k	164.27	View chart
Cummins Common Stock (CMI)	0.7	$3.0M		4.3k	713.21	View chart
Vanguard Mid Cap Etf Exchange Traded Fds-equity (VO)	0.7	$3.0M	+344%	37k	80.56	View chart
Palo Alto Networks Common Stock (PANW)	0.6	$2.9M	-5%	8.5k	341.01	View chart
Facebook Inc Cl A Common Stock (META)	0.6	$2.8M		5.1k	563.28	View chart
Ishares Tr Russell 2000 Exchange Traded Fds-equity (IWM)	0.6	$2.8M		9.4k	300.44	View chart
Advanced Micro Devices Common Stock (AMD)	0.6	$2.8M		4.8k	580.90	View chart
Trane Technologies Foreign Equities (TT)	0.6	$2.7M		5.4k	491.15	View chart
Vanguard Index Fds Small Cp Etf Exchange Traded Fds-equity (VB)	0.5	$2.4M	+2%	8.0k	303.11	View chart
Vanguard Total Stk Mkt Etf Exchange Traded Fds-equity (VTI)	0.5	$2.4M	-3%	6.5k	370.03	View chart
Vanguard Whitehall Fds High Dividend Yield Etf Exchange Traded Fds-equity (VYM)	0.5	$2.4M	+2%	15k	158.03	View chart
Asml Holding Nv Ny Reg Foreign Equities (ASML)	0.5	$2.4M		1.2k	1989.43	View chart
Vanguard Scottsdale Fds Inter Term Treas Exchange Traded Fds-other (VGIT)	0.5	$2.3M	-3%	40k	58.97	View chart
Vanguard Admiral Fds Inc 500 Grth Idx F Exchange Traded Fds-equity (VOOG)	0.5	$2.3M	+516%	28k	82.62	View chart
Ishares Tr S&p 500 Grwt Etf Exchange Traded Fds-equity (IVW)	0.5	$2.2M		16k	137.53	View chart
Jp Morgan Etf Ultra Short Income Exchange Traded Fds-other (JPST)	0.5	$2.1M		42k	50.56	View chart
Ishares Tr Index Russell1000grw Exchange Traded Fds-equity (IWF)	0.4	$2.1M	+300%	17k	124.17	View chart
Schwab Charles Corp Common Stock (SCHW)	0.4	$2.0M		22k	92.27	View chart
Union Pac Corp Common Stock (UNP)	0.4	$2.0M		7.3k	272.00	View chart
Eaton Corp Cmn Foreign Equities (ETN)	0.4	$2.0M		4.6k	426.11	View chart
Goldman Sachs Common Stock (GS)	0.4	$2.0M	-6%	1.9k	1011.35	View chart
Norfolk Southern Corp Common Stock (NSC)	0.4	$2.0M		6.2k	314.58	View chart
Verisk Analytics Inc Cl A Common Stock (VRSK)	0.4	$1.9M	-14%	11k	179.53	View chart
Pepsico Common Stock (PEP)	0.4	$1.9M		14k	135.40	View chart
Technology Select Sector Exchange Traded Fds-equity (XLK)	0.4	$1.9M		9.8k	190.52	View chart
Moodys Corp Common Stock (MCO)	0.4	$1.9M		4.1k	452.91	View chart
Mastercard Incorporated Cl A Common Stock (MA)	0.4	$1.8M		3.6k	513.59	View chart
General Dynamics Corporation Common Stock (GD)	0.4	$1.8M	-3%	5.1k	354.23	View chart
Coca Cola Common Stock (KO)	0.4	$1.8M		22k	81.27	View chart
Intl Business Machines Common Stock (IBM)	0.4	$1.8M		6.3k	281.20	View chart
Costco Whsl Corp Common Stock (COST)	0.4	$1.7M	+2%	1.9k	935.45	View chart
Stryker Corp Common Stock (SYK)	0.4	$1.7M		5.5k	314.83	View chart
Vanguard Specialized Port Divd Apprec Indx Etf Exchange Traded Fds-equity (VIG)	0.4	$1.6M	+2%	6.9k	236.62	View chart
Cvs Corp. Common Stock (CVS)	0.3	$1.6M		16k	103.45	View chart
Taiwan Semiconductor Mfg Foreign Equities (TSM)	0.3	$1.6M	+15%	3.4k	477.57	View chart
Blackrock Common Stock (BLK)	0.3	$1.6M		1.6k	961.55	View chart
Colgate Palmolive Common Stock (CL)	0.3	$1.6M		17k	91.68	View chart
Ishares Tr S&p Midcap 400 Exchange Traded Fds-equity (IJH)	0.3	$1.6M	-4%	20k	77.11	View chart
Lockheed Martin Corp Common Stock (LMT)	0.3	$1.6M		3.1k	509.45	View chart
Ishares Tr S&p Small Cap 600 Index Exchange Traded Fds-equity (IJR)	0.3	$1.6M		11k	148.31	View chart
Pimco Etf Tr Enhan Shrt Ma Ac Exchange Traded Fds-other (MINT)	0.3	$1.5M	-7%	15k	100.81	View chart
Ishares Inc Core Msci Emkt Exchange Traded Fds-equity (IEMG)	0.3	$1.4M		17k	82.84	View chart
L3harris Technologies Common Stock (LHX)	0.3	$1.4M		4.9k	290.58	View chart
Intel Common Stock (INTC)	0.3	$1.4M	-3%	10k	139.63	View chart
Ishares Dividend Growth Etf Exchange Traded Fds-equity (DGRO)	0.3	$1.4M		18k	75.79	View chart
Grainger W.w Common Stock (GWW)	0.3	$1.4M		993.00	1360.40	View chart
J P Morgan Exchange-traded Fultra Sht Muncpl Etf - Tax Exempt (JMST)	0.3	$1.3M	+17%	26k	51.00	View chart
Wells Fargo & Co Common Stock (WFC)	0.3	$1.3M		16k	82.63	View chart
Kimberly - Clark Corp Common Stock (KMB)	0.3	$1.3M	+4%	12k	109.77	View chart
General Electric Common Stock (GE)	0.3	$1.3M		3.5k	373.72	View chart
Micron Technology Common Stock (MU)	0.3	$1.3M	-10%	1.1k	1154.25	View chart
Tesla Mtrs Common Stock (TSLA)	0.3	$1.3M	-4%	3.0k	420.57	View chart
Ge Vernova Common Stock (GEV)	0.3	$1.2M		1.1k	1174.83	View chart
Mcdonalds Corp Common Stock (MCD)	0.3	$1.2M		4.6k	270.30	View chart
Emerson Electric Common Stock (EMR)	0.3	$1.2M		8.4k	143.15	View chart
Ishares Tr Core Msci Eafe Exchange Traded Fds-equity (IEFA)	0.3	$1.2M	+3%	12k	96.58	View chart
Southern Company Common Stock (SO)	0.3	$1.2M		12k	95.71	View chart
Profesionally Managed Portfocongress Interme Exchange Traded Fds-other (CAFX)	0.2	$1.1M		46k	24.62	View chart
Netflix Common Stock (NFLX)	0.2	$1.1M	-2%	16k	71.40	View chart
Vanguard Index Fd Large Cap Etf Exchange Traded Fds-equity (VV)	0.2	$1.1M	-5%	3.2k	343.90	View chart
Aflac Common Stock (AFL)	0.2	$1.1M		9.2k	117.25	View chart
Ishares Tr Core 1 5 Yr Usd Exchange Traded Fds-other (ISTB)	0.2	$1.1M	+306%	22k	48.25	View chart
Vanguard Index Fds Value Etf Exchange Traded Fds-equity (VTV)	0.2	$1.1M		4.8k	217.93	View chart
Oracle Corporation Common Stock (ORCL)	0.2	$1.1M		7.2k	146.55	View chart
Illinois Tool Wks Common Stock (ITW)	0.2	$1.0M		3.8k	270.46	View chart
Lam Research Corp Common Stock (LRCX)	0.2	$978k	-3%	2.3k	433.31	View chart
3m Company Common Stock (MMM)	0.2	$967k		6.0k	161.91	View chart
Unitedhealth Group Common Stock (UNH)	0.2	$966k		2.3k	415.61	View chart
Spdr Gold Trust Gold Exchange Traded Fds-other (GLD)	0.2	$961k	+19%	2.6k	368.38	View chart
Vanguard Scottsdale Fds S/t Corp Bd Index Etf Exchange Traded Fds-other (VCSH)	0.2	$954k	-2%	12k	79.03	View chart
Sonoco Prods Common Stock (SON)	0.2	$939k		17k	56.34	View chart
Nextera Energy Common Stock (NEE)	0.2	$936k	-17%	11k	87.77	View chart
Ishares Tr S&p Smlcp Grow Exchange Traded Fds-equity (IJT)	0.2	$936k	NEW	5.2k	178.60	View chart
Schwab Strategic Tr Us Dividend Eq Exchange Traded Fds-equity (SCHD)	0.2	$934k	+35%	29k	31.70	View chart
Conocophillips Common Stock (COP)	0.2	$933k		9.0k	103.96	View chart
Arista Networks Common Stock (ANET)	0.2	$913k	-2%	5.4k	169.88	View chart
Amgen Common Stock (AMGN)	0.2	$913k		2.5k	362.11	View chart
Freeport-mcmoran Copper & Gold Common Stock (FCX)	0.2	$897k		14k	62.88	View chart
Pimco Etf Trust Multisector Bond Active Exchange Exchange Traded Fds-equity (PYLD)	0.2	$896k	+6%	34k	26.52	View chart
Adobe Common Stock (ADBE)	0.2	$896k	+7%	4.4k	205.02	View chart
Ishares Tr Russell Midcap Index Exchange Traded Fds-equity (IWR)	0.2	$887k		8.0k	110.32	View chart
Danaher Corporation Common Stock (DHR)	0.2	$874k		4.6k	190.48	View chart
Phillips 66 Common Stock (PSX)	0.2	$873k	-4%	5.2k	169.05	View chart
Ishares Tr Index Msci Eafe Idx Exchange Traded Fds-equity (EFA)	0.2	$867k		8.3k	103.88	View chart
Ecolab Common Stock (ECL)	0.2	$849k	-6%	3.0k	278.60	View chart
Ishares Tr Dj Us Tech Sec Exchange Traded Fds-equity (IYW)	0.2	$844k		3.3k	252.23	View chart
Vanguard Russell 1000 Value Etf Exchange Traded Fds-equity (VONV)	0.2	$836k	-5%	7.9k	106.31	View chart
Duke Energy Corp Common Stock (DUK)	0.2	$815k	-17%	6.4k	126.58	View chart
Ishares Core S&p Value Exchange Traded Fds-equity (IUSV)	0.2	$803k		7.3k	110.15	View chart
Qualcomm Common Stock (QCOM)	0.2	$801k	-2%	4.3k	184.79	View chart
St Paul Travelers Cos Common Stock (TRV)	0.2	$794k		2.4k	330.11	View chart
Disney Walt Common Stock (DIS)	0.2	$790k	-4%	8.2k	96.25	View chart
Bristol Myers Squibb Common Stock (BMY)	0.2	$779k	-2%	14k	57.61	View chart
Thermo Fisher Scientific Common Stock (TMO)	0.2	$779k	-9%	1.6k	501.35	View chart
Amphenol Corp Common Stock (APH)	0.2	$773k		4.4k	176.32	View chart
Invesco Etf S&p 500 Equal Weight Exchange Traded Fds-equity (RSP)	0.2	$773k		3.6k	212.77	View chart
Cheniere Energy Common Stock (LNG)	0.2	$769k		3.2k	239.01	View chart
Boeing Common Stock (BA)	0.2	$765k		3.5k	216.47	View chart
Ishares Gold Trust Exchange Traded Fds-equity (IAU)	0.2	$762k		10k	75.51	View chart
Novartis A G Foreign Equities (NVS)	0.2	$752k		4.8k	156.72	View chart
Vanguard Intl Equity Index Femr Mkt Etf Exchange Traded Fds-equity (VWO)	0.2	$751k	+17%	13k	59.68	View chart
Ishares Tr Index Russell Mcp Gr Exchange Traded Fds-equity (IWP)	0.2	$751k		5.1k	146.40	View chart
Flexshares Tr Esg & Clm Us Lrg Exchange Traded Fds-equity (FEUS)	0.2	$745k		9.2k	80.61	View chart
Corning Common Stock (GLW)	0.2	$730k	-17%	2.9k	255.43	View chart
American Express Common Stock (AXP)	0.2	$716k		2.1k	338.25	View chart
Texas Instruments Common Stock (TXN)	0.2	$703k		2.4k	298.07	View chart
Spdr Ser Tr Portfolio Sm Etf Exchange Traded Fds-equity (SPSM)	0.2	$696k	+6%	12k	57.67	View chart
Mondelez Intl Inc Cl A Common Stock (MDLZ)	0.1	$692k		12k	57.84	View chart
Ishares Tr Phlx Semicnd Etf Exchange Traded Fds-equity (SOXX)	0.1	$688k		1.1k	640.76	View chart
Citigroup Common Stock (C)	0.1	$686k		4.9k	139.96	View chart
Ishares Tr Russell1000val Exchange Traded Fds-equity (IWD)	0.1	$685k	-4%	2.8k	242.43	View chart
Qnity Electronics Common Stock (Q)	0.1	$684k		4.2k	163.31	View chart
Ishares Tr S&p 500 Val Etf Exchange Traded Fds-equity (IVE)	0.1	$683k	-5%	3.0k	227.06	View chart
Honeywell Technologies Common Stock (HON)	0.1	$680k	NEW	3.0k	223.90	View chart
Bank Of America Corp Common Stock (BAC)	0.1	$678k		12k	56.97	View chart
Kla-tencor Corp Common Stock (KLAC)	0.1	$676k	+909%	2.2k	301.69	View chart
Vanguard Whitehall Intl Highdividend Yield Etf Exchange Traded Fds-equity (VYMI)	0.1	$673k	+16%	6.9k	98.20	View chart
Honeywell Aerospace Common Stock (HONA)	0.1	$672k	NEW	3.0k	221.08	View chart
Morgan Stanley Dean Witter Common Stock (MS)	0.1	$671k		3.2k	209.03	View chart
Invesco Exchange Traded Fd Trafi Us 1000 Etf Exchange Traded Fds-other (PRF)	0.1	$669k		12k	54.02	View chart
Cigna Corp Common Stock (CI)	0.1	$664k		2.4k	275.67	View chart
State Street Corp Common Stock (STT)	0.1	$659k		3.9k	169.60	View chart
Ishares Tr Msci Val Idx Exchange Traded Fds-equity (EFV)	0.1	$651k		8.5k	76.54	View chart
Chubb Foreign Equities (CB)	0.1	$644k		1.9k	340.73	View chart
Financial Select Sector Spdr Exchange Traded Fds-equity (XLF)	0.1	$643k	-11%	12k	53.61	View chart
Select Sector Spdr Tr Sbi Int-inds Exchange Traded Fds-equity (XLI)	0.1	$641k		3.5k	185.23	View chart
Altria Group Common Stock (MO)	0.1	$635k		8.8k	71.95	View chart
Vanguard World Fds Inf Tech Etf Exchange Traded Fds-equity (VGT)	0.1	$635k	+909%	5.3k	119.52	View chart
Valero Energy Corp Common Stock (VLO)	0.1	$626k	-22%	2.4k	260.44	View chart
Tjx Cos Common Stock (TJX)	0.1	$610k	-3%	4.0k	151.50	View chart
American Electric Power Common Stock (AEP)	0.1	$604k		4.4k	136.81	View chart
Pfizer Common Stock (PFE)	0.1	$589k	+3%	25k	24.07	View chart
Dover Corp Common Stock (DOV)	0.1	$585k		2.6k	224.28	View chart
White Mtns Ins Group Foreign Equities (WTM)	0.1	$570k		275.00	2073.38	View chart
Flexshares Morningstar Us Exchange Traded Fds-equity (TILT)	0.1	$565k		2.0k	276.06	View chart
Consumer Discretionary Slct Exchange Traded Fds-equity (XLY)	0.1	$563k		4.8k	117.28	View chart
Salesforce Common Stock (CRM)	0.1	$562k	-15%	3.6k	156.66	View chart
Iron Mtn Common Stock (IRM)	0.1	$562k		4.4k	126.31	View chart
Constellation Energy Corp Common Stock (CEG)	0.1	$561k		2.3k	248.37	View chart
Booking Hldgs Inc.com Common Stock (BKNG)	0.1	$557k	NEW	3.1k	178.24	View chart
Vanguard Index Fds Mcap Vl Idxvip Exchange Traded Fds-equity (VOE)	0.1	$555k	+6%	2.8k	197.60	View chart
Philip Morris Intl Common Stock (PM)	0.1	$555k		3.1k	180.91	View chart
Verizon Communications Common Stock (VZ)	0.1	$554k		13k	42.34	View chart
Flexshares Trust International Quality Div Exchange Traded Fds-equity (IQDF)	0.1	$553k		16k	34.55	View chart
Pnc Finl Svcs Group Common Stock (PNC)	0.1	$548k		2.2k	246.22	View chart
Astrazeneca Foreign Equities (AZN)	0.1	$534k	+7%	2.8k	189.62	View chart
Select Sector Spdr Tr St Str Care Etf Exchange Traded Fds-equity (XLV)	0.1	$530k		3.3k	158.66	View chart
Accenture Plc Ireland Shs Class A Foreign Equities (ACN)	0.1	$513k	-7%	4.1k	124.44	View chart
Invesco Exchange Traded Fd Ts&p 500 Top 50 Exchange Traded Fds-equity (XLG)	0.1	$499k	-2%	8.2k	61.22	View chart
Select Sector Spdr Communications Indx Exchange Traded Fds-equity (XLC)	0.1	$496k		4.6k	107.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf Exchange Traded Fds-equity (SCHX)	0.1	$471k	-6%	16k	29.43	View chart
Novo-nordisk A S Foreign Equities (NVO)	0.1	$468k		9.8k	47.93	View chart
Us Bancorp Common Stock (USB)	0.1	$467k		7.7k	60.40	View chart
Ingersoll Rand Common Stock (IR)	0.1	$464k		5.7k	81.99	View chart
Bank Of Ny Mellon Corp Common Stock (BNY)	0.1	$460k		3.2k	144.61	View chart
Shell Plc Sponsored Adr Representing B Shrs Foreign Equities (SHEL)	0.1	$442k		5.7k	77.54	View chart
Marriott Intl Inc New Cl A Common Stock (MAR)	0.1	$433k		1.2k	370.58	View chart
Air Prods & Chems Common Stock (APD)	0.1	$429k		1.5k	293.17	View chart
Gilead Sciences Common Stock (GILD)	0.1	$411k	-9%	3.3k	126.34	View chart
Ishares Tr Index Dj Sel Div Inx Exchange Traded Fds-equity (DVY)	0.1	$408k	-8%	2.6k	156.30	View chart
Northrop Grumman Corp Common Stock (NOC)	0.1	$407k		799.00	509.30	View chart
Schwab Strategic Tr Us Brd Mkt Etf Exchange Traded Fds-other (SCHB)	0.1	$401k	-6%	14k	28.95	View chart
Pimco Etf Tr Shtrm Mun Bd Act Etf - Tax Exempt (SMMU)	0.1	$400k	+33%	7.9k	50.50	View chart
First Tr Exchange Traded Fd Municipal High Etf - Tax Exempt (FMHI)	0.1	$394k	NEW	8.1k	48.49	View chart
Dupont De Nemours Common Stock (DD)	0.1	$388k	NEW	2.9k	135.64	View chart
Servicenow Common Stock (NOW)	0.1	$386k	+23%	3.9k	99.21	View chart
Quanta Svcs Common Stock (PWR)	0.1	$385k	+29%	535.00	720.03	View chart
Packaging Corp Amer Common Stock (PKG)	0.1	$379k		1.6k	238.28	View chart
Abbott Labs Common Stock (ABT)	0.1	$375k	-9%	4.1k	90.74	View chart
Ishares Tr Msci Acwi Indx Exchange Traded Fds-equity (ACWI)	0.1	$373k	-3%	2.4k	156.97	View chart
Tr Avantis Exchange Traded Fds-equity (AVUV)	0.1	$364k		2.9k	124.76	View chart
Paychex Common Stock (PAYX)	0.1	$363k		3.7k	98.33	View chart
Becton Dickinson & Co Common Stock (BDX)	0.1	$361k	+43%	2.4k	151.33	View chart
Uber Technologies Common Stock (UBER)	0.1	$359k		5.0k	72.15	View chart
Ishares Tr Russell Midcap Value Index Fund Exchange Traded Fds-equity (IWS)	0.1	$357k		2.2k	164.60	View chart
Vanguard Index Fds Growth Etf Exchange Traded Fds-other (VUG)	0.1	$356k	+553%	4.1k	86.14	View chart
Crowdstrike Hldgs Inc Cl A Common Stock (CRWD)	0.1	$356k	NEW	466.00	763.12	View chart
Analog Devices Common Stock (ADI)	0.1	$356k		895.00	397.16	View chart
Brookfield Asset Mgmt Foreign Equities (BN)	0.1	$354k		8.3k	42.59	View chart
J P Morgan Exchange Traded Fhedged Equity La Exchange Traded Fds-equity (HELO)	0.1	$354k		5.2k	67.58	View chart
Spdr Series Trust St Str P500val Exchange Traded Fds-equity (SPYV)	0.1	$353k		5.8k	60.79	View chart
Parker Hannifin Corp Common Stock (PH)	0.1	$352k		360.00	978.08	View chart
Lowes Companies Common Stock (LOW)	0.1	$352k	-2%	1.6k	220.49	View chart
Exelon Corp Common Stock (EXC)	0.1	$349k	-2%	7.5k	46.61	View chart
Schlumberger Foreign Equities (SLB)	0.1	$348k		7.5k	46.49	View chart
Flexshares Tr Hig Yld Vl Etf Exchange Traded Fds-equity (HYGV)	0.1	$339k	NEW	8.4k	40.25	View chart
Sandisk Corp Common Stock (SNDK)	0.1	$339k	NEW	149.00	2273.72	View chart
Hca Hldgs Common Stock (HCA)	0.1	$333k		855.00	389.89	View chart
Schwab Strategic Intl Equityetf Exchange Traded Fds-other (SCHF)	0.1	$333k	-17%	12k	27.70	View chart
Ishares Tr Core High Dv Etf Exchange Traded Fds-equity (HDV)	0.1	$333k	+400%	12k	27.40	View chart
Spdr S & P Midcap Etf Exchange Traded Fds-equity (MDY)	0.1	$329k		467.00	703.32	View chart
Fedex Corp Common Stock (FDX)	0.1	$327k		1.0k	313.12	View chart
Ishares Tr Dj Pharma Indx Exchange Traded Fds-equity (IHE)	0.1	$327k		3.3k	99.01	View chart
Williams Cos Common Stock (WMB)	0.1	$325k		4.4k	74.34	View chart
Vanguard Admiral Fds Inc Midcp 400 Idx Exchange Traded Fds-equity (IVOO)	0.1	$325k	-10%	2.5k	130.40	View chart
Realty Income Corp Common Stock (O)	0.1	$324k		5.2k	61.95	View chart
Starbucks Corp Common Stock (SBUX)	0.1	$323k		3.2k	102.19	View chart
Blackstone Group Inc Com Cl A Common Stock (BX)	0.1	$321k	-23%	2.7k	117.67	View chart
Applied Materials Common Stock (AMAT)	0.1	$321k	NEW	444.00	723.00	View chart
At&t Common Stock (T)	0.1	$320k	-2%	16k	20.70	View chart
Carrier Global Corporation Common Stock (CARR)	0.1	$317k		4.3k	73.35	View chart
I Shares Tr S&p 100 Etf Exchange Traded Fds-equity (OEF)	0.1	$317k		866.00	365.86	View chart
Avery Dennison Corp Common Stock (AVY)	0.1	$315k		1.9k	162.35	View chart
J P Morgan Exchange Traded Fincome Etf Exchange Traded Fds-other (JPIE)	0.1	$314k	NEW	6.8k	46.04	View chart
T. Rowe Price Group Common Stock (TROW)	0.1	$311k		2.7k	113.69	View chart
Laboratory Corp Amer Hldgs Common Stock (LH)	0.1	$311k		1.1k	280.00	View chart
Kenvue Common Stock (KVUE)	0.1	$304k		16k	19.11	View chart
Pimco Etf Tr Mtg Bkd Secs Act Exchange Traded Fds-other (PMBS)	0.1	$303k	+46%	6.1k	49.38	View chart
Palantir Technologies Inc Cl A Common Stock (PLTR)	0.1	$302k	-10%	2.6k	116.66	View chart
Proshares Tr S&p 500 Dv Arist Exchange Traded Fds-equity (NOBL)	0.1	$299k	+90%	5.3k	56.15	View chart
Ishares Tr Expanded Tech Exchange Traded Fds-equity (IGV)	0.1	$299k	+27%	3.3k	90.60	View chart
Dominion Energy Common Stock (D)	0.1	$298k		4.4k	68.29	View chart
Proshares Tr S&p Mdcp 400 Div Exchange Traded Fds-equity (REGL)	0.1	$298k	-17%	3.3k	91.56	View chart
Fidelity Natl Finl Common Stock (FNF)	0.1	$297k		6.3k	47.15	View chart
Rush Enterprises Inc Cl A Common Stock (RUSHA)	0.1	$296k		4.1k	72.98	View chart
Bp Amoco Plc Ads Foreign Equities (BP)	0.1	$292k	-2%	7.9k	36.95	View chart
Simon Ppty Group Common Stock (SPG)	0.1	$292k		1.3k	223.64	View chart
Linde Plc Com Euro .001 Foreign Equities (LIN)	0.1	$289k		556.00	518.93	View chart
Royal Caribbean Cruises Foreign Equities (RCL)	0.1	$285k		897.00	317.52	View chart
Wisdomtree Trust Smlcap Earn Exchange Traded Fds-equity (EES)	0.1	$285k		4.2k	67.79	View chart
Corteva Common Stock (CTVA)	0.1	$284k		3.3k	84.69	View chart
First Tr Exchange Traded Fd Iv Limited Duration Exchange Traded Fds-other (FSIG)	0.1	$283k		15k	18.85	View chart
Bny Mellon Etf Trust Ii Dynamic Value Exchange Traded Fds-equity (BKDV)	0.1	$281k	-5%	8.4k	33.48	View chart
Ishares Tr Glb Infrastr Etf Exchange Traded Fds-equity (IGF)	0.1	$275k		4.1k	66.60	View chart
Schwab Strategic Tr Us Sml Cap Etf Exchange Traded Fds-equity (SCHA)	0.1	$273k		7.5k	36.13	View chart
Ishares Tr Usa Quality Fctr Exchange Traded Fds-equity (QUAL)	0.1	$268k		1.2k	219.43	View chart
Waste Management Inc Del Common Stock (WM)	0.1	$268k	-15%	1.2k	222.87	View chart
Capital One Finl Corp Common Stock (COF)	0.1	$266k		1.3k	200.61	View chart
Sherwin Williams Common Stock (SHW)	0.1	$265k		769.00	344.31	View chart
Kkr & Co Common Stock (KKR)	0.1	$265k		2.9k	91.78	View chart
Targa Res Corp Common Stock (TRGP)	0.1	$264k		984.00	268.13	View chart
Ishares Floating Rate Bond Etf Exchange Traded Fds-other (FLOT)	0.1	$264k		5.2k	51.04	View chart
Royal Bk Cda Montreal Que Foreign Equities (RY)	0.1	$256k	NEW	1.2k	206.97	View chart
Prudential Financial Incorp Common Stock (PRU)	0.1	$255k	NEW	2.4k	107.93	View chart
Eversource Energy Common Stock (ES)	0.1	$254k		3.5k	72.27	View chart
Oge Energy Corp Common Stock (OGE)	0.1	$254k		5.2k	48.65	View chart
Ishares Tr Esg Aw Msci Eafe Exchange Traded Fds-equity (ESGD)	0.1	$253k		2.5k	102.81	View chart
Cms Energy Corp Common Stock (CMS)	0.1	$250k		3.3k	76.50	View chart
Allegion Pub Ltd Co Ord Foreign Equities (ALLE)	0.1	$249k		1.8k	140.49	View chart
Flexshares Tr Mornstar Upstr Exchange Traded Fds-other (GUNR)	0.1	$249k	-2%	5.1k	49.27	View chart
Spdr Ser Tr Russell 1000 Etf Exchange Traded Fds-equity (SPYM)	0.1	$248k		2.8k	87.88	View chart
Spdr Series Trust S&p Divid Etf Exchange Traded Fds-equity (SDY)	0.1	$247k	-13%	1.6k	152.18	View chart
Fortinet Common Stock (FTNT)	0.1	$247k	NEW	1.6k	153.62	View chart
Allstate Corp Common Stock (ALL)	0.1	$247k		1.0k	237.94	View chart
Monster Beverage Corp Common Stock (MNST)	0.1	$246k	NEW	2.6k	96.12	View chart
Invesco Exch Traded Fd Tr Iis&p500 Low Vol Exchange Traded Fds-other (SPLV)	0.1	$245k		3.3k	74.90	View chart
Wec Energy Group Common Stock (WEC)	0.1	$244k		2.1k	116.77	View chart
Western Digital Corp Common Stock (WDC)	0.1	$241k	NEW	377.00	638.70	View chart
Select Sector Spdr Tr Sbi Int-energy Exchange Traded Fds-equity (XLE)	0.1	$240k	+15%	4.5k	53.11	View chart
Heico Corp Common Stock (HEI)	0.1	$239k	NEW	672.00	356.15	View chart
Ishares Tr Index Rusl 2000 Grow Exchange Traded Fds-equity (IWO)	0.1	$238k	NEW	604.00	393.95	View chart
Wisdomtree Trust Midcap Divi Exchange Traded Fds-equity (DON)	0.1	$237k		4.2k	56.52	View chart
Ishares Tr Index Barcly Usagg B Exchange Traded Fds-other (AGG)	0.1	$236k		2.4k	98.98	View chart
Ishares Tr Msci Grw Idx Exchange Traded Fds-equity (EFG)	0.1	$235k	-2%	1.9k	124.42	View chart
Amerisource Bergen Corp Common Stock (COR)	0.1	$233k		823.00	282.97	View chart
Bwx Technologies Common Stock (BWXT)	0.0	$230k		1.2k	194.65	View chart
Ishares Intl Select Dividendetf Exchange Traded Fds-equity (IDV)	0.0	$226k		5.5k	41.43	View chart
Marsh & Mclennan Cos Common Stock (MRSH)	0.0	$224k	-3%	1.3k	166.67	View chart
Intuitive Surgical Common Stock (ISRG)	0.0	$223k	-18%	561.00	397.66	View chart
Ishares Mbs Etf Exchange Traded Fds-other (MBB)	0.0	$223k	-4%	2.4k	94.52	View chart
Spdr Index Shs Fds Glb Nat Resrce Exchange Traded Fds-equity (GNR)	0.0	$222k		3.3k	67.31	View chart
Vanguard Instl Index Fd 0 3 Mo Tr Bi Etf Exchange Traded Fds-other (VBIL)	0.0	$222k	NEW	2.9k	75.68	View chart
Medtronic Foreign Equities (MDT)	0.0	$220k	-3%	2.8k	78.22	View chart
T Rowe Price Etf Inc Capital Apprecia Exchange Traded Fds-equity (TCAL)	0.0	$219k	NEW	9.9k	22.20	View chart
Monolithic Pwr Sys Common Stock (MPWR)	0.0	$218k	NEW	158.00	1382.35	View chart
Ishares Tr Ibonds 26 Trm Ts Exchange Traded Fds-other (IBTG)	0.0	$218k		9.5k	22.88	View chart
O Reilly Automotive Common Stock (ORLY)	0.0	$217k	-2%	2.4k	92.08	View chart
Flextronics Intl Ltd Ord Foreign Equities (FLEX)	0.0	$217k	NEW	1.3k	162.07	View chart
Vertex Pharmaceuticals Common Stock (VRTX)	0.0	$215k	-30%	433.00	496.69	View chart
Alps Etf Tr Alerian M Exchange Traded Fds-equity (AMLP)	0.0	$215k	NEW	4.1k	51.84	View chart
Schwab Strategic Tr Us Mid-cap Etf Exchange Traded Fds-equity (SCHM)	0.0	$215k	NEW	5.8k	36.86	View chart
Southern Copper Corp Common Stock (SCCO)	0.0	$213k		1.2k	174.26	View chart
Seagate Technology Hdgs Foreign Equities (STX)	0.0	$212k	NEW	220.00	965.00	View chart
Spdr Series Trust Portfolio Md Etf Exchange Traded Fds-equity (SPMD)	0.0	$212k	NEW	3.1k	67.56	View chart
Dte Energy Common Stock (DTE)	0.0	$211k		1.4k	152.36	View chart
S & P Global Common Stock (SPGI)	0.0	$210k	-3%	516.00	407.26	View chart
Ishares Tr Usd Inv Grde Etf Exchange Traded Fds-other (USIG)	0.0	$210k	+2%	4.1k	51.29	View chart
Spdr Series Trust S&p Biotech Exchange Traded Fds-equity (XBI)	0.0	$208k	NEW	1.3k	158.25	View chart
Eqt Corp Common Stock (EQT)	0.0	$208k		3.9k	53.17	View chart
Marvel Technology Gr Foreign Equities (MRVL)	0.0	$207k	NEW	696.00	297.88	View chart
J P Morgan Exchange Traded Fnasdaq Eqt Prem Exchange Traded Fds-equity (JEPQ)	0.0	$206k	NEW	3.3k	61.45	View chart
Vanguard Scottsdale Fds Long Term Treas Exchange Traded Fds-other (VGLT)	0.0	$205k		3.7k	55.18	View chart
Howmet Aerospace Common Stock (HWM)	0.0	$204k	NEW	760.00	268.84	View chart
Unilever Foreign Equities (UL)	0.0	$202k	-6%	3.4k	60.10	View chart
Nuveen Quality Muncp Income Etf - Tax Exempt (NAD)	0.0	$134k		11k	12.12	View chart
Nuveen Mun Value Mutual Funds-tax Exempt (NUV)	0.0	$106k		12k	9.22	View chart
Wipro Ltd Spons Foreign Equities (WIT)	0.0	$60k	+4%	27k	2.25	View chart
Lg Display Co Ltd Spons Adr Rep Foreign Equities (LPL)	0.0	$54k	+7%	14k	3.89	View chart

Past Filings by Essex Bank

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

Essex Bank 2026 Q2 filed July 23, 2026
Essex Bank 2026 Q1 filed April 17, 2026
Essex Bank 2025 Q4 filed Feb. 2, 2026
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

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