Essex Financial Services, Inc. Purchases in Q2 2025

Essex Financial Services, Inc.

  • $1.43 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
3.33K
+ 3.21%
$354.56 - $497.45 $1.18M - $1.66M
107K $53.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.08K
+ 3.18%
$416.06 - $551.64 $1.28M - $1.7M
99.9K $55.1M
AMZN
Amazon Com Inc

Consumer Cyclical
5.87K
+ 5.0%
$167.32 - $223.3 $982K - $1.31M
123K $27M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.96K
+ 6.51%
$496.48 - $617.85 $1.47M - $1.83M
48.4K $29.9M
META
Meta Platforms, Inc.

Communication Services
1.21K
+ 7.93%
$484.66 - $738.09 $587K - $895K
16.5K $12.2M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.4K
+ 7.9%
$108.12 - $135.04 $1.12M - $1.4M
142K $19.1M
IBM
International Business Machines Corp

Technology
4.24K
+ 14.05%
$221.03 - $294.78 $936K - $1.25M
34.4K $10.1M
GOOGL
Alphabet Inc.

Communication Services
1.43K
+ 1.31%
$144.7 - $178.6 $207K - $256K
111K $19.5M
AVGO
Broadcom Inc.

Technology
1.22K
+ 6.4%
$146.29 - $275.65 $178K - $336K
20.3K $5.59M
RECS
Columbia ETF Tr I

ETFs
39.3K
+ 22.6%
$29.4 - $36.79 $1.16M - $1.45M
213K $7.85M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
18.6K
+ 17.21%
$59.24 - $71.39 $1.1M - $1.33M
127K $9.03M
VUG
Vanguard Growth ETF

ETFs
1.26K
+ 6.6%
$329.49 - $438.4 $416K - $553K
20.4K $8.93M
VEA
Vanguard Ftse Developed Market

ETFs
20.2K
+ 27.33%
$45.65 - $57.01 $923K - $1.15M
94.2K $5.37M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
31.2K
+ 101.56%
$50.52 - $50.92 $1.58M - $1.59M
61.9K $3.15M
ETN
Eaton Corp PLC

Industrials
2.92K
+ 51.41%
$246.52 - $356.99 $720K - $1.04M
8.6K $3.07M
PRF
Invesco Exchange Traded Fd Tr

ETFs
26.4K
+ 12.94%
$35.77 - $42.27 $946K - $1.12M
231K $9.75M
GOOG
Alphabet Inc.

Communication Services
1.81K
+ 3.65%
$146.58 - $180.01 $266K - $326K
51.5K $9.14M
CGGR
Capital Group Growth ETF Shs C

ETFs
29.8K
+ 121.33%
$30.53 - $40.65 $910K - $1.21M
54.4K $2.21M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
24.6K
+ 13.26%
$50.36 - $50.68 $1.24M - $1.25M
210K $10.6M
VAW
Vanguard Materials ETF

ETFs
6.23K
+ 306.44%
$163.82 - $196.64 $1.02M - $1.23M
8.27K $1.61M
T
At&T Inc.

Communication Services
38.8K
+ 46.63%
$26.33 - $28.94 $1.02M - $1.12M
122K $3.53M
PM
Philip Morris International Inc.

Consumer Defensive
2.97K
+ 11.27%
$149.23 - $184.95 $442K - $548K
29.3K $5.33M
BAC
Bank Of America Corp

Financial Services
9.98K
+ 8.49%
$34.39 - $47.46 $343K - $474K
128K $6.04M
NFLX
Netflix Inc

Communication Services
223
+ 11.34%
$855.86 - $1339.13 $191K - $299K
2.19K $2.93M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.85K
+ 1.79%
$114.78 - $133.31 $327K - $380K
162K $21.6M
CAT
Caterpillar Inc

Industrials
783
+ 6.3%
$273.94 - $388.21 $214K - $304K
13.2K $5.13M
CGDV
Capital Group Divid Value ETF

ETFs
3.4K
+ 1.55%
$31.93 - $39.49 $109K - $134K
223K $8.82M
XLV
Select Sector Spdr Fund Health

ETFs
7.1K
New
$128.77 - $144.3 $914K - $1.02M
7.1K $957K
GS
Goldman Sachs Group Inc

Financial Services
285
+ 6.5%
$462.22 - $707.75 $132K - $202K
4.67K $3.31M
IWF
Ishares Russell 1000 Gr ETF

ETFs
397
+ 3.25%
$320.42 - $424.58 $127K - $169K
12.6K $5.32M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
47.4K
New
$18.21 - $18.97 $863K - $899K
47.4K $898K
PLTR
Palantir Technologies Inc.

Technology
849
+ 5.9%
$74.01 - $144.25 $62.8K - $122K
15.2K $2.08M
RSP
Invesco S&P 500 Equal Weight E

ETFs
318
+ 0.37%
$152.93 - $181.74 $48.6K - $57.8K
85.9K $15.6M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
441
+ 1.46%
$113.67 - $150.4 $50.1K - $66.3K
30.7K $4.62M
LYB
Lyondell Basell Industries N.V.

Basic Materials
13.3K
New
$53.23 - $70.65 $708K - $940K
13.3K $769K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
7.76K
New
$78.85 - $101.3 $612K - $786K
7.76K $765K
TBUX
T Rowe Price Exchange Traded F

ETFs
14.5K
+ 187.49%
$49.52 - $49.9 $716K - $721K
22.2K $1.1M
VO
Vanguard Mid Cap ETF

ETFs
713
+ 2.92%
$228.54 - $279.83 $163K - $200K
25.2K $7.04M
VICI
Vici Properties Inc.

Real Estate
21.5K
New
$29.41 - $32.97 $633K - $710K
21.5K $702K
DGRO
Ishares Core Dividend Growth E

ETFs
5.85K
+ 3.86%
$55.22 - $63.94 $323K - $374K
157K $10M
PVAL
Putnam ETF Tr Putnam Focused L
14K
+ 22.21%
$33.6 - $40.23 $470K - $563K
77K $3.1M
WMT
Walmart Inc.

Consumer Defensive
2.17K
+ 4.49%
$81.79 - $99.98 $177K - $217K
50.4K $4.93M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.47K
+ 6.62%
$104.34 - $138.68 $154K - $204K
23.7K $3.29M
TCHP
T Rowe Price Exchange Traded F

Technology
10.3K
+ 38.93%
$34.07 - $45.35 $351K - $468K
36.8K $1.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
243
+ 2.53%
$456.74 - $568.03 $111K - $138K
9.85K $5.59M
IVW
Ishares S&P 500 Growth ETF

ETFs
1.46K
+ 5.29%
$82.96 - $110.1 $121K - $161K
29.1K $3.21M
V
Visa Inc.

Financial Services
1.47K
+ 6.15%
$308.27 - $373.31 $452K - $547K
25.3K $8.98M
CSCO
Cisco Systems, Inc.

Technology
143
+ 0.19%
$53.19 - $69.38 $7.61K - $9.92K
76.1K $5.28M
UNP
Union Pacific Corp

Industrials
2.9K
+ 22.82%
$208.27 - $238.46 $604K - $692K
15.6K $3.59M
Activity Summary
Buys All Purchases 423 New Holdings 78 Increased Positions 345 Sells All Sells 222 Reductions 222 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Essex Financial Services, Inc. Portfolio

Follow Essex Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Essex Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email