Essex Financial Services, Inc. Purchases in Q1 2025

Essex Financial Services, Inc.

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HUM
Humana Inc

Healthcare
1.09K
New
$249.11 - $303.11 $272K - $331K
1.09K $288K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
6.55K
+ 55.12%
$51.45 - $58.51 $337K - $383K
18.4K $953K
AWR
American States Water CO

Utilities
3.53K
+ 81.09%
$70.84 - $80.98 $250K - $286K
7.88K $620K
CHH
Choice Hotels International Inc

Consumer Cyclical
2.1K
New
$127.89 - $155.97 $268K - $327K
2.1K $278K
CINF
Cincinnati Financial Corp

Financial Services
1.78K
New
$133.67 - $147.81 $238K - $264K
1.78K $263K
VEA
Vanguard Ftse Developed Market

ETFs
846
+ 1.16%
$47.4 - $52.99 $40.1K - $44.8K
74K $3.76M
EXC
Exelon Corp

Utilities
5.64K
New
$37.3 - $46.08 $210K - $260K
5.64K $260K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
18.8K
+ 23.96%
$39.97 - $48.7 $753K - $917K
97.4K $3.89M
KWEB
Kraneshares Tr Csi China Inter

ETFs
7.35K
New
$27.29 - $38.29 $201K - $282K
7.35K $256K
SNY
Sanofi

Healthcare
4.56K
New
$48.15 - $59.42 $219K - $271K
4.56K $252K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.32K
+ 7.07%
$152.57 - $163.66 $202K - $217K
20.1K $3.14M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.72K
+ 9.95%
$77.7 - $78.94 $211K - $214K
30K $2.37M
DVN
Devon Energy Corp

Energy
3.7K
+ 17.4%
$33.15 - $38.55 $123K - $143K
25K $934K
PGR
Progressive Corp

Financial Services
314
+ 9.35%
$235.61 - $291.22 $74K - $91.4K
3.67K $1.04M
CNP
Centerpoint Energy Inc

Utilities
6.37K
New
$30.87 - $36.25 $197K - $231K
6.37K $230K
DEA
Easterly Government Properties, Inc.

Real Estate
25K
+ 45.65%
$10.26 - $11.77 $257K - $295K
79.9K $846K
TRGP
Targa Resources Corp.

Energy
1.07K
New
$178.44 - $217.22 $191K - $233K
1.07K $215K
SHEL
Shell PLC

Energy
2.2K
+ 44.81%
$62.84 - $73.29 $138K - $161K
7.11K $520K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10.6K
New
$17.15 - $21.07 $182K - $224K
10.6K $212K
RBLX
Roblox Corp

Communication Services
3.65K
New
$53.77 - $75.47 $196K - $276K
3.65K $212K
IEO
Ishares Tr

ETFs
2.21K
New
$86.02 - $99.13 $190K - $219K
2.21K $209K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.57K
New
$81.1 - $94.7 $208K - $243K
2.57K $208K
TDVG
T Rowe Price Exchange Traded F

Technology
5.1K
New
$39.23 - $42.13 $200K - $215K
5.1K $206K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.3K
New
$56.51 - $62.98 $186K - $208K
3.3K $200K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
814
+ 9.26%
$507.05 - $563.67 $413K - $459K
9.6K $4.94M
CME
Cme Group Inc.

Financial Services
252
+ 6.36%
$225.82 - $266.54 $56.9K - $67.2K
4.21K $1.12M
CSCO
Cisco Systems, Inc.

Technology
49
+ 0.06%
$58.74 - $64.87 $2.88K - $3.18K
76K $4.69M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.07K
+ 17.98%
$91.45 - $91.75 $189K - $190K
13.6K $1.24M
VB
Vanguard Small Cap ETF

ETFs
2.61K
+ 12.2%
$217.89 - $252.64 $569K - $660K
24K $5.33M
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.69K
+ 15.99%
$360.07 - $417.26 $607K - $703K
12.2K $4.41M
UPS
United Parcel Service Inc

Industrials
2.61K
+ 38.31%
$109.66 - $136.26 $286K - $355K
9.42K $1.04M
UBER
Uber Technologies, Inc

Technology
677
+ 7.06%
$63.17 - $81.49 $42.8K - $55.2K
10.3K $748K
INTC
Intel Corp

Technology
419
+ 0.73%
$19.1 - $27.39 $8K - $11.5K
57.9K $1.31M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.63K
+ 37.08%
$74.85 - $84.89 $122K - $139K
6.04K $493K
AEP
American Electric Power CO Inc

Utilities
432
+ 6.85%
$90.32 - $109.27 $39K - $47.2K
6.74K $736K
IWB
Ishares Tr Russell 1000 ETF

ETFs
758
+ 13.99%
$302.31 - $337.54 $229K - $256K
6.18K $1.89M
BXSL
Blackstone Secured Lending Fund

Financial Services
4.56K
+ 28.6%
$31.3 - $34.5 $143K - $157K
20.5K $663K
WU
Western Union CO

Financial Services
13.8K
+ 28.77%
$10.24 - $11.62 $141K - $160K
61.8K $653K
ABC
Amerisourcebergen Corp

Healthcare
754
New
N/A
754 $139K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
2.95K
+ 17.6%
$51.3 - $56.76 $152K - $168K
19.7K $1.05M
GILD
Gilead Sciences, Inc.

Healthcare
153
+ 2.59%
$89.14 - $117.41 $13.6K - $18K
6.06K $679K
VFVA
Vanguard Wellington Fd U S Val

ETFs
1.23K
+ 56.73%
$111.86 - $124.32 $138K - $153K
3.4K $387K
NVS
Novartis Ag

Healthcare
171
+ 2.43%
$97.14 - $115.57 $16.6K - $19.8K
7.21K $803K
MGV
Vanguard Mega Cap Value

ETFs
871
+ 47.21%
$123.61 - $133.01 $108K - $116K
2.72K $349K
IWD
Ishares Russell 1000 Val ETF

ETFs
344
+ 2.03%
$182.82 - $196.21 $62.9K - $67.5K
17.3K $3.25M
XLF
Financial Sector Spdr

ETFs
1.4K
+ 4.41%
$47.32 - $52.19 $66.1K - $72.9K
33K $1.65M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
708
+ 7.37%
$63.07 - $73.5 $44.7K - $52K
10.3K $724K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
133
+ 1.49%
$34.58 - $45.97 $4.6K - $6.11K
9.05K $416K
EPD
Enterprise Products Partners L.P.

Energy
102
+ 0.27%
$31.75 - $34.14 $3.24K - $3.48K
38.6K $1.32M
Activity Summary
Buys All Purchases 297 New Holdings 33 Increased Positions 264 Sells All Sells 293 Reductions 293 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