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
EQT
Eqt Corp

Energy
995
+ 13.98%
$46.16 - $54.25 $45.9K - $54K
8.11K $433K
ARCC
Ares Capital Corp

Financial Services
3.18K
+ 2.74%
$21.28 - $23.81 $67.6K - $75.6K
119K $2.64M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
1.7K
+ 45.76%
$55.41 - $60.74 $94.2K - $103K
5.42K $305K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
3.69K
+ 7.34%
$22.31 - $22.79 $82.4K - $84.2K
54K $1.22M
VHT
Vanguard Health Care ETF

ETFs
5
+ 0.06%
$254.06 - $273.83 $1.27K - $1.37K
7.87K $2.08M
AZO
Autozone Inc

Consumer Cyclical
7
+ 7.14%
$3193.96 - $3828.11 $22.4K - $26.8K
105 $400K
SBLK
Star Bulk Carriers Corp.

Industrials
4.38K
+ 15.78%
$14.35 - $17.15 $62.8K - $75K
32.1K $499K
FISV
Fiserv Inc

Technology
654
+ 23.72%
N/A
3.41K $427K
BAR
Granite Shares Gold Trust

ETFs
50
+ 0.31%
$26.01 - $30.84 $1.3K - $1.54K
16.2K $500K
CL
Colgate Palmolive CO

Consumer Defensive
288
+ 1.59%
$85.68 - $97.5 $24.7K - $28.1K
18.4K $1.73M
WELL
Welltower Inc.

Real Estate
23
+ 0.89%
$124.05 - $156.86 $2.85K - $3.61K
2.62K $401K
CGXU
Capital Group Intl Focus Equit

ETFs
3.11K
+ 11.32%
$24.48 - $26.59 $76.1K - $82.7K
30.6K $748K
BDX
Becton Dickinson & CO

Healthcare
273
+ 10.26%
$222.79 - $249.08 $60.8K - $68K
2.94K $672K
VTR
Ventas, Inc.

Real Estate
123
+ 2.06%
$56.9 - $70.47 $7K - $8.67K
6.08K $418K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
737
+ 10.2%
$42.3 - $53.69 $31.2K - $39.6K
7.96K $414K
BSX
Boston Scientific Corp

Healthcare
356
+ 13.58%
$89.38 - $106.18 $31.8K - $37.8K
2.98K $300K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
3.2K
+ 31.67%
$21.79 - $23.09 $69.8K - $73.9K
13.3K $291K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.12K
+ 7.13%
$62.72 - $71.92 $69.9K - $80.2K
16.8K $1.06M
CRMD
Cor Medix Inc.

Healthcare
10.3K
New
$6.16 - $12.57 $63.2K - $129K
10.3K $63K
SCHW
Schwab Charles Corp

Financial Services
88
+ 0.68%
$71.24 - $83.64 $6.27K - $7.36K
13.1K $1.02M
FLNG
Flex Lng Ltd.

Energy
2.6K
+ 11.24%
$21.46 - $26.35 $55.8K - $68.5K
25.7K $591K
FAST
Fastenal CO

Industrials
147
+ 1.69%
$71.11 - $79.98 $10.5K - $11.8K
8.87K $687K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
57
+ 0.32%
$78.97 - $85.82 $4.5K - $4.89K
17.8K $1.47M
UL
Unilever PLC

Consumer Defensive
168
+ 1.04%
$54.72 - $60.29 $9.19K - $10.1K
16.2K $967K
QCOM
Qualcomm Inc

Technology
367
+ 3.17%
$151.94 - $175.86 $55.8K - $64.5K
11.9K $1.83M
AFL
Aflac Inc

Financial Services
197
+ 4.46%
$100.99 - $111.19 $19.9K - $21.9K
4.61K $512K
APD
Air Products & Chemicals, Inc.

Basic Materials
116
+ 2.84%
$283.24 - $338.07 $32.9K - $39.2K
4.2K $1.24M
TD
Toronto Dominion Bank

Financial Services
25
+ 0.33%
$53.12 - $61.15 $1.33K - $1.53K
7.69K $461K
STOT
Spdr Doubleline Short Duration

ETFs
973
+ 6.24%
$46.74 - $47.25 $45.5K - $46K
16.6K $783K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.38K
+ 13.05%
$59.61 - $66.71 $82.5K - $92.3K
12K $725K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
345
+ 7.93%
$58.04 - $65.84 $20K - $22.7K
4.7K $299K
CLVT
Clarivate PLC

Technology
11.5K
New
$3.93 - $5.66 $45.3K - $65.3K
11.5K $45K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
14.1K
+ 8.9%
$2.51 - $3.16 $35.4K - $44.6K
173K $521K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
11.5K
New
$3.75 - $4.08 $43K - $46.8K
11.5K $44K
MSB
Mesabi Trust

Basic Materials
2.06K
+ 16.84%
$23.6 - $34.76 $48.5K - $71.4K
14.3K $387K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
2.77K
+ 4.37%
$11.96 - $13.56 $33.1K - $37.5K
66K $846K
JCI
Johnson Controls International PLC

Industrials
441
+ 7.64%
$76.12 - $90.6 $33.6K - $40K
6.21K $497K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
785
+ 12.79%
$47.6 - $51.91 $37.4K - $40.7K
6.92K $334K
MKC
Mccormick & CO Inc

Consumer Defensive
87
+ 1.73%
$71.24 - $84.73 $6.2K - $7.37K
5.12K $421K
SII
Sprott Inc.

Financial Services
477
+ 9.17%
$39.75 - $45.18 $19K - $21.6K
5.68K $254K
GNL
Global Net Lease, Inc.

Real Estate
3.13K
+ 25.56%
$6.91 - $8.26 $21.6K - $25.8K
15.4K $123K
TXN
Texas Instruments Inc

Technology
171
+ 4.87%
N/A
3.68K $715K
CHD
Church & Dwight CO Inc

Consumer Defensive
55
+ 1.15%
$101.42 - $113.2 $5.58K - $6.23K
4.83K $532K
FTNT
Fortinet, Inc.

Technology
276
+ 11.1%
$92.49 - $114.57 $25.5K - $31.6K
2.76K $265K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
315
+ 4.03%
$47.08 - $50.67 $14.8K - $16K
8.14K $408K
XEL
Xcel Energy Inc

Utilities
252
+ 7.1%
$63.37 - $72.1 $16K - $18.2K
3.8K $269K
RPV
Invesco Exchange Traded Fd Tr

ETFs
174
+ 3.01%
$89.33 - $95.17 $15.5K - $16.6K
5.96K $550K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
300
+ 2.91%
$59.15 - $62.71 $17.7K - $18.8K
10.6K $654K
ECL
Ecolab Inc.

Basic Materials
3
+ 0.22%
$229.72 - $269.82 $689 - $809
1.36K $345K
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
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