Essex Financial Services, Inc. Portfolio Holdings
Essex Financial Services, Inc.
- $1.33 Billion
- Q1 2025
Essex Financial Services, Inc. has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.33 Billion distributed in 631 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $71.8M, Invesco Qqq Trust, Series 1 with a value of $45.4M, Microsoft Corp with a value of $39M, Vanguard S&P 500 Growth ETF with a value of $30.3M, and Spdr Gold Trust with a value of $26.1M.
Examining the 13F form we can see an decrease of $34.6M in the current position value, from $1.36B to 1.33B.
Below you can find more details about Essex Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.33 Billion
ETFs: $580 Million
Technology: $175 Million
Financial Services: $122 Million
Industrials: $95.6 Million
Healthcare: $87.8 Million
Energy: $63.1 Million
Consumer Cyclical: $58.7 Million
Consumer Defensive: $48.5 Million
Other: $81.6 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 631
- Current Value $1.33 Billion
- Prior Value $1.36 Billion
- Filing
- Period Q1 2025
- Filing Date April 25, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 33 stocks
- Additional Purchases 264 stocks
- Sold out of 0 stocks
- Reduced holdings in 293 stocks