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
VUG
Vanguard Growth ETF

ETFs
1.91K
+ 11.09%
$369.1 - $427.61 $705K - $816K
19.1K $7.09M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
78
+ 23.49%
$634.14 - $744.83 $49.5K - $58.1K
410 $260K
ASML
Asml Holding Nv

Technology
186
+ 5.73%
$662.63 - $776.99 $123K - $145K
3.43K $2.27M
GM
General Motors CO

Consumer Cyclical
1.16K
+ 24.18%
$45.22 - $54.92 $52.4K - $63.7K
5.95K $279K
DGX
Quest Diagnostics Inc

Healthcare
159
+ 6.95%
N/A
2.45K $335K
IWY
Ishares Tr Russell 200 Growth

ETFs
408
+ 15.08%
$210.19 - $243.33 $85.8K - $99.3K
3.11K $656K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
21
+ 0.55%
$97.25 - $104.79 $2.04K - $2.2K
3.82K $396K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
900
+ 11.25%
$24.66 - $26.1 $22.2K - $23.5K
8.9K $222K
ADSK
Autodesk, Inc.

Technology
73
+ 8.27%
N/A
956 $235K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.25K
+ 5.33%
$14.46 - $15.96 $18.1K - $20K
24.8K $374K
FCX
Freeport Mcmoran Inc

Basic Materials
561
+ 3.01%
$34.5 - $43.01 $19.4K - $24.1K
19.2K $726K
FE
Firstenergy Corp

Utilities
303
+ 5.21%
$37.95 - $43.5 $11.5K - $13.2K
6.12K $247K
CGTX
Cognition Therapeutics Inc

Healthcare
39.6K
New
$0.39 - $0.85 $15.4K - $33.7K
39.6K $16K
STWD
Starwood Property Trust, Inc.

Real Estate
247
+ 2.21%
$18.41 - $20.53 $4.55K - $5.07K
11.4K $226K
OXLC
Oxford Lane Capital Corp.

Financial Services
5K
+ 20.76%
$4.3 - $5.17 $21.5K - $25.9K
29.1K $137K
PRU
Prudential Financial Inc

Financial Services
273
+ 12.23%
$105.04 - $122.33 $28.7K - $33.4K
2.51K $279K
ORCC
Owl Rock Capital Corp

Financial Services
1K
+ 3.3%
N/A
31.3K $419K
DNP
Dnp Select Income Fund Inc

Financial Services
54
+ 0.46%
$8.93 - $9.92 $482 - $536
11.7K $115K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
640
+ 16.35%
$161.27 - $192.3 $103K - $123K
4.55K $734K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
1.95K
+ 12.78%
$10.61 - $16.49 $20.6K - $32.1K
17.2K $213K
COF
Capital One Financial Corp

Financial Services
52
+ 3.23%
$163.87 - $209.82 $8.52K - $10.9K
1.66K $297K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
138
+ 1.26%
$49.22 - $51.73 $6.79K - $7.14K
11.1K $558K
ZTS
Zoetis Inc.

Healthcare
33
+ 1.66%
$156.48 - $175.67 $5.16K - $5.8K
2.02K $333K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.03K
+ 6.21%
$45.22 - $52.17 $46.5K - $53.6K
17.6K $844K
ABNB
Airbnb, Inc.

Consumer Cyclical
244
+ 13.86%
$119.38 - $161.42 $29.1K - $39.4K
2.01K $239K
IWM
Ishares Russell 2000 ETF

ETFs
1.09K
+ 11.12%
$198.1 - $229.79 $215K - $249K
10.8K $2.16M
ROK
Rockwell Automation, Inc

Industrials
108
+ 14.21%
$255.29 - $303.75 $27.6K - $32.8K
868 $224K
AINV
Apollo Investment Corp

Financial Services
441
+ 4.34%
N/A
10.6K $117K
BNDX
Vanguard Total International B

ETFs
121
+ 1.9%
$48.33 - $49.5 $5.85K - $5.99K
6.49K $316K
BBDC
Barings Bdc, Inc.

Financial Services
551
+ 2.14%
$9.36 - $10.78 $5.16K - $5.94K
26.3K $250K
SNOW
Snowflake Inc.

Technology
102
+ 6.36%
$146.16 - $192.78 $14.9K - $19.7K
1.71K $249K
PULS
Pgim ETF Tr

ETFs
27
+ 0.45%
$49.56 - $49.78 $1.34K - $1.34K
5.98K $297K
WASH
Washington Trust Bancorp Inc

Financial Services
158
+ 2.14%
$29.16 - $33.96 $4.61K - $5.37K
7.52K $232K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.27K
+ 5.46%
$45.21 - $50.33 $57.5K - $64K
24.5K $1.12M
Capital Group Core Balanced
15.1K
+ 35.74%
N/A
57.5K $0
PID
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.08%
N/A
17K $303K
ILCG
Ishares Morningstar Growth ETF
3
+ 0.02%
N/A
16.7K $0
Blackrock ETF Trust Ii
19.7K
New
N/A
19.7K $0
Capital Group Equity ETF Tr
10.1K
New
N/A
10.1K $0
Ge Vernova Inc
11
+ 0.17%
N/A
6.42K $0
Vanguard Mun Bd Fds
7.11K
New
N/A
7.11K $0
CNHI
Cnh Industrial N.V.

Industrials
42
+ 0.3%
N/A
13.9K $144K
T Rowe Price ETF Inc
18.3K
+ 56.11%
N/A
50.8K $0
Exchange Traded Concepts Tru
12.8K
New
N/A
12.8K $0
T Rowe Price ETF Inc
35.1K
+ 38.05%
N/A
127K $0
FDV
Federated Hermes ETF Tr U S St
861
+ 6.88%
N/A
13.4K $0
Ferguson Enterprises Inc
109
+ 9.03%
N/A
1.32K $0
STXG
Ea Ser Tr Strive 1000 Growth E
1
+ 0.01%
N/A
12.2K $0
STXV
Ea Ser Tr Strive 1000 Value Et
18
+ 0.11%
N/A
15.9K $0
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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