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
Vanguard Mun Bd Fds
4.95K
+ 69.67%
N/A
12.1K $0
Vanguard Mun Bd Fds
6.43K
New
N/A
6.43K $0
Astera Labs Inc
619
+ 2.4%
N/A
26.4K $0
Arm Holdings PLC
58
+ 1.77%
N/A
3.33K $0
Arista Networks Inc
2.21K
New
N/A
2.21K $0
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
6
+ 0.06%
$55.57 - $62.73 $333 - $376
10.6K $654K
Aptiv PLC
449
+ 8.83%
N/A
5.53K $0
Ishares Bitcoin Trust ETF
4.69K
New
N/A
4.69K $0
T Rowe Price ETF Inc
25.2K
New
N/A
25.2K $0
Exchange Traded Concepts Tru
1.09K
+ 8.52%
N/A
13.9K $0
UTES
Virtus Reaves Utilities ETF
4.12K
New
N/A
4.12K $0
Pimco ETF Tr
116K
+ 30.27%
N/A
497K $0
Columbia ETF Tr I
8.09K
New
N/A
8.09K $0
Pgim ETF Tr
33.9K
+ 75.63%
N/A
78.7K $0
STRV
Ea Ser Tr Strive 500 ETF
1.24K
+ 0.88%
N/A
142K $0
Coreweave Inc
3.58K
New
N/A
3.58K $0
Pimco ETF Tr
18.8K
+ 284.7%
N/A
25.3K $0
Rbb Fund Trust
16.7K
New
N/A
16.7K $0
Proshares Tr
200
+ 2.73%
N/A
7.53K $0
Pimco ETF Tr
66K
+ 701.47%
N/A
75.4K $0
STXG
Ea Ser Tr Strive 1000 Growth E
760
+ 6.21%
N/A
13K $0
Pgim ETF Tr
392
+ 5.53%
N/A
7.48K $0
CRH.L
Crh PLC

Basic Materials
572
+ 12.26%
N/A
5.24K $0
Federated Hermes ETF Trust
19.6K
New
N/A
19.6K $0
Ea Series Trust
44K
+ 274.29%
N/A
60.1K $0
Easterly Govt Pptys Inc
32.1K
New
N/A
32.1K $0
Dimensional ETF Trust
5.1K
+ 6.91%
N/A
78.9K $0
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
27
+ 0.37%
$39.34 - $40.41 $1.06K - $1.09K
7.39K $296K
Capital Group Equity ETF Tr
13.2K
+ 131.14%
N/A
23.3K $0
STXV
Ea Ser Tr Strive 1000 Value Et
10
+ 0.06%
N/A
15.9K $0
ALCC
Alt C Acquisition Corp.

Financial Services
6.01K
New
N/A
6.01K $0
Celestica Inc
1.34K
New
N/A
1.34K $0
Capital Group Core Balanced
28K
+ 48.78%
N/A
85.5K $0
ODFL
Old Dominion Freight Line, Inc.

Industrials
13
+ 0.93%
$146.74 - $176.07 $1.91K - $2.29K
1.41K $228K
CHH
Choice Hotels International Inc

Consumer Cyclical
86
+ 4.1%
$117.49 - $134.0 $10.1K - $11.5K
2.18K $276K
ARCC
Ares Capital Corp

Financial Services
939
+ 0.79%
$18.91 - $22.43 $17.8K - $21.1K
120K $2.63M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.91K
+ 5.31%
$24.32 - $27.87 $70.9K - $81.2K
57.8K $1.53M
ECC
Eagle Point Credit CO Inc.

Financial Services
1.01K
+ 3.93%
$6.94 - $8.31 $6.99K - $8.37K
26.6K $203K
KHC
Kraft Heinz CO

Consumer Defensive
1.21K
+ 15.85%
$25.61 - $30.81 $30.9K - $37.2K
8.82K $227K
JBLU
Jetblue Airways Corp

Industrials
1.68K
+ 9.4%
$3.43 - $5.42 $5.76K - $9.1K
19.5K $82K
GNL
Global Net Lease, Inc.

Real Estate
9
+ 0.06%
$6.82 - $8.08 $61.4 - $72.7
15.4K $116K
RIO
Rio Tinto PLC

Basic Materials
126
+ 1.54%
$52.32 - $62.75 $6.59K - $7.91K
8.32K $485K
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.38%
$394.72 - $440.39 $789 - $881
531 $223K
BBDC
Barings Bdc, Inc.

Financial Services
28
+ 0.11%
$7.89 - $9.51 $221 - $266
26.3K $240K
DEO
Diageo PLC

Consumer Defensive
43
+ 1.01%
$99.86 - $115.75 $4.29K - $4.98K
4.3K $433K
AWR
American States Water CO

Utilities
29
+ 0.37%
$75.1 - $81.3 $2.18K - $2.36K
7.91K $606K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
65
+ 0.65%
$12.07 - $14.61 $785 - $950
10.1K $129K
GIS
General Mills Inc

Consumer Defensive
619
+ 10.14%
$50.37 - $60.97 $31.2K - $37.7K
6.73K $348K
CLX
Clorox CO

Consumer Defensive
276
+ 14.9%
$118.01 - $148.69 $32.6K - $41K
2.13K $255K
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
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