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
LEN
Lennar Corp

Consumer Cyclical
132
+ 7.63%
$113.93 - $141.54 $15K - $18.7K
1.86K $213K
PH
Parker Hannifin Corp

Industrials
12
+ 1.14%
$591.65 - $707.05 $7.1K - $8.48K
1.06K $645K
VIS
Vanguard Industrial ETF

ETFs
9
+ 0.25%
$243.63 - $273.99 $2.19K - $2.47K
3.64K $901K
CAG
Conagra Brands Inc.

Consumer Defensive
552
+ 1.58%
$23.9 - $27.67 $13.2K - $15.3K
35.6K $948K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
678
+ 2.41%
$13.21 - $14.63 $8.96K - $9.92K
28.8K $380K
AIN
Albany International Corp

Consumer Cyclical
762
+ 10.26%
$69.04 - $82.96 $52.6K - $63.2K
8.19K $565K
TFC
Truist Financial Corp

Financial Services
109
+ 0.67%
$39.48 - $48.15 $4.3K - $5.25K
16.3K $669K
DFAS
Dimensional ETF Tr U S Small C

ETFs
392
+ 3.79%
$58.81 - $68.2 $23.1K - $26.7K
10.7K $641K
MGM
Mgm Resorts International

Consumer Cyclical
98
+ 1.4%
$29.64 - $40.37 $2.9K - $3.96K
7.08K $209K
KEY
Keycorp

Financial Services
140
+ 0.46%
$15.15 - $18.3 $2.12K - $2.56K
30.7K $490K
VV
Vanguard Large Cap ETF

ETFs
7
+ 0.22%
$253.32 - $282.66 $1.77K - $1.98K
3.24K $833K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
659
+ 2.07%
$16.57 - $18.85 $10.9K - $12.4K
32.4K $539K
PKW
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.02%
$109.15 - $120.99 $437 - $484
16.6K $1.87M
NOW
Service Now, Inc.

Technology
51
+ 16.24%
$783.83 - $1170.39 $40K - $59.7K
365 $290K
VXF
Vanguard Extended Market ETF

ETFs
1
+ 0.04%
$170.36 - $201.04 $170 - $201
2.45K $421K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
1
+ 0.01%
$37.35 - $43.35 $37.4 - $43.4
11.4K $431K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
266
+ 3.81%
$121.0 - $142.28 $32.2K - $37.8K
7.24K $901K
AMAT
Applied Materials Inc

Technology
147
+ 3.78%
$145.06 - $195.51 $21.3K - $28.7K
4.04K $586K
HPQ
Hp Inc

Technology
561
+ 4.33%
$27.69 - $34.72 $15.5K - $19.5K
13.5K $374K
VOX
Vanguard Communication Service

ETFs
14
+ 0.18%
$147.73 - $169.24 $2.07K - $2.37K
7.9K $1.17M
PAVE
Global X Fds Us Infrastructure

ETFs
53
+ 0.26%
$37.31 - $43.82 $1.98K - $2.32K
20.3K $767K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1
+ 0.01%
$77.91 - $92.26 $77.9 - $92.3
7.59K $603K
QUAL
Ishares Msci Usa Quality Facto

ETFs
111
+ 1.07%
$168.16 - $186.21 $18.7K - $20.7K
10.5K $1.79M
SPYG
Spdr Portfolio

ETFs
114
+ 1.22%
$80.05 - $92.39 $9.13K - $10.5K
9.44K $758K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
1.52K
+ 8.03%
$67.24 - $84.27 $102K - $128K
20.4K $1.39M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
53
+ 2.06%
$522.96 - $601.18 $27.7K - $31.9K
2.63K $1.4M
GS
Goldman Sachs Group Inc

Financial Services
75
+ 1.74%
$524.81 - $672.19 $39.4K - $50.4K
4.39K $2.4M
DELL
Dell Technologies Inc.

Technology
383
+ 8.34%
$90.34 - $124.66 $34.6K - $47.7K
4.98K $453K
RPG
Invesco Exchange Traded Fd Tr

ETFs
234
+ 0.81%
$37.33 - $45.03 $8.74K - $10.5K
29K $1.11M
MAR
Marriott International Inc

Consumer Cyclical
100
+ 3.33%
$237.01 - $304.45 $23.7K - $30.4K
3.1K $739K
AXP
American Express CO

Financial Services
8
+ 0.2%
$255.39 - $325.87 $2.04K - $2.61K
4.04K $1.09M
DHR
Danaher Corp

Healthcare
123
+ 2.03%
$201.62 - $250.59 $24.8K - $30.8K
6.18K $1.27M
HUBB
Hubbell Inc

Industrials
14
+ 0.89%
$330.91 - $456.86 $4.63K - $6.4K
1.58K $522K
PNC
Pnc Financial Services Group, Inc.

Financial Services
28
+ 0.34%
$168.84 - $202.89 $4.73K - $5.68K
8.25K $1.45M
IWP
Ishares Russell Mid Cap Growth

ETFs
444
+ 2.04%
$114.9 - $139.6 $51K - $62K
22.2K $2.61M
IWR
Ishares Russell Mid Cap ETF

ETFs
450
+ 0.71%
$82.81 - $92.93 $37.3K - $41.8K
64.2K $5.46M
VCR
Vanguard Consumer Discretionar

ETFs
6
+ 0.16%
$318.51 - $391.75 $1.91K - $2.35K
3.75K $1.22M
CARR
Carrier Global Corp

Industrials
173
+ 0.42%
$62.07 - $70.55 $10.7K - $12.2K
41.8K $2.65M
MRVL
Marvell Technology, Inc.

Technology
66
+ 1.52%
$61.57 - $126.06 $4.06K - $8.32K
4.41K $271K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
570
+ 1.92%
$126.86 - $146.45 $72.3K - $83.5K
30.3K $3.85M
VGT
Vanguard Information Technolog

ETFs
76
+ 1.71%
$542.38 - $646.34 $41.2K - $49.1K
4.52K $2.45M
ADBE
Adobe Inc.

Technology
73
+ 0.96%
$377.84 - $464.11 $27.6K - $33.9K
7.68K $2.94M
VTI
Vanguard Total Stock Market Et

ETFs
14
+ 0.04%
$271.18 - $303.12 $3.8K - $4.24K
33.1K $9.09M
IVV
Ishares Core S&P 500 ETF

ETFs
921
+ 2.38%
$554.06 - $615.85 $510K - $567K
39.6K $22.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
575
+ 1.28%
$551.42 - $612.93 $317K - $352K
45.4K $25.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
331
+ 0.34%
$468.34 - $539.52 $155K - $179K
96.8K $45.4M
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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