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Akre Focus Etf shares owned by Essex Financial Services

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by Essex Financial Services from 13F filings

Historical chart of Essex Financial Services investment in Akre Focus Etf

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All positions including Akre Focus Etf held by Essex Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by Essex Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.7M 56k 65.51

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NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Eli Lilly & Co. (LLY)
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JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Essex Financial Services

Top funds holding Akre Focus Etf

Brown Brothers Harriman & Co.
CI Private Wealth
AlTi Global
Financial Engines Advisors L.L.C
Franklin Resources
LPL Financial
Mesirow Financial Investment Management International Equity
Brown Advisory Holdings Incorporated
Advisor Group Holdings
Raymond James Financial
Cambridge Investment Research Advisors
Wells Fargo & Company
UBS Group
Montis Financial
HighTower Advisors

View all funds holding Akre Focus Etf