Essex Financial Services, Inc. Incresed Positions in Q1 2025

Essex Financial Services, Inc.

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
1.23K
+ 1.38%
$243.19 - $288.14 $299K - $354K
90.6K $26.1M
PHYS
Sprott Physical Gold Trust

Financial Services
2.06K
+ 0.5%
$20.25 - $24.06 $41.7K - $49.6K
418K $10.1M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
26.5K
+ 16.7%
$50.39 - $50.66 $1.34M - $1.34M
185K $9.38M
PVAL
Putnam ETF Tr Putnam Focused L
34.8K
+ 123.68%
$36.8 - $39.59 $1.28M - $1.38M
63K $2.4M
RTX
Raytheon Technologies Corp

Industrials
250
+ 0.33%
$114.1 - $135.66 $28.5K - $33.9K
76.8K $10.2M
CVX
Chevron Corp

Energy
245
+ 0.49%
$146.71 - $167.97 $35.9K - $41.2K
50.3K $8.42M
RECS
Columbia ETF Tr I

ETFs
39.2K
+ 29.09%
$32.64 - $36.08 $1.28M - $1.42M
174K $5.78M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
212
+ 0.93%
$80.53 - $147.57 $17.1K - $31.3K
23K $3.05M
CGDV
Capital Group Divid Value ETF

ETFs
26.8K
+ 13.89%
$34.95 - $37.36 $937K - $1M
220K $7.83M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
10.2K
+ 30.27%
$94.87 - $96.11 $964K - $977K
43.8K $4.2M
KO
Coca Cola CO

Consumer Defensive
1.79K
+ 1.95%
$60.81 - $72.32 $109K - $129K
93.5K $6.69M
GE
General Electric CO

Industrials
398
+ 1.5%
$168.59 - $212.13 $67.1K - $84.4K
26.9K $5.39M
O
Realty Income Corp

Real Estate
13.9K
+ 89.34%
$51.67 - $58.49 $720K - $815K
29.5K $1.71M
GLDM
World Gold Trust

ETFs
5.58K
+ 12.03%
$52.19 - $61.89 $291K - $345K
51.9K $3.21M
VTV
Vanguard Value ETF

ETFs
2.69K
+ 3.43%
$167.73 - $179.21 $451K - $482K
81.2K $14M
TCHP
T Rowe Price Exchange Traded F

Technology
19.5K
+ 280.93%
$37.86 - $44.2 $740K - $864K
26.5K $1.01M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.91K
+ 6.09%
$169.43 - $182.84 $832K - $898K
85.6K $14.8M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7.13K
+ 9.39%
$48.65 - $53.06 $347K - $378K
83K $4.31M
CGUS
Capital Group Core Equity ETF
30.4K
+ 12.82%
$33.08 - $36.62 $1.01M - $1.11M
267K $8.93M
ENB
Enbridge Inc

Energy
14.1K
+ 284.97%
$41.54 - $45.45 $584K - $639K
19K $841K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.54K
+ 3.52%
$87.68 - $94.52 $223K - $240K
74.7K $6.99M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.54K
+ 22.66%
$67.08 - $76.14 $372K - $422K
30K $2.21M
FDVV
Fidelity High Dividend ETF

ETFs
11.5K
+ 17.71%
$48.86 - $52.28 $559K - $599K
76.1K $3.77M
CI
Cigna Corp

Healthcare
186
+ 2.04%
$274.49 - $329.0 $51.1K - $61.2K
9.28K $3.05M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
21.1K
+ 115.82%
$20.96 - $23.51 $442K - $495K
39.3K $878K
CVS
Cvs Health Corp

Healthcare
166
+ 0.81%
$44.22 - $68.64 $7.34K - $11.4K
20.7K $1.4M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
4.1K
+ 2.78%
$100.32 - $100.76 $411K - $413K
152K $15.3M
MO
Altria Group, Inc.

Consumer Defensive
2.69K
+ 7.54%
$50.81 - $60.02 $137K - $161K
38.3K $2.3M
MDT
Medtronic PLC

Healthcare
3.35K
+ 27.18%
$79.84 - $94.5 $267K - $317K
15.7K $1.41M
DGRO
Ishares Core Dividend Growth E

ETFs
5.72K
+ 3.93%
$60.46 - $64.42 $346K - $368K
151K $9.35M
BMY
Bristol Myers Squibb CO

Healthcare
2.99K
+ 5.94%
$53.9 - $63.11 $161K - $189K
53.4K $3.26M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
6.91K
+ 6.83%
$65.27 - $71.18 $451K - $492K
108K $7.18M
CCI
Crown Castle International Corp

Real Estate
3.16K
+ 80.11%
$84.33 - $106.39 $267K - $336K
7.11K $740K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
3.73K
+ 24.34%
$99.16 - $99.52 $369K - $371K
19K $1.89M
ELV
Elevance Health, Inc.

Healthcare
41
+ 0.81%
$365.9 - $436.25 $15K - $17.9K
5.11K $2.22M
PRF
Invesco Exchange Traded Fd Tr

ETFs
7.98K
+ 4.07%
$39.4 - $42.61 $314K - $340K
204K $8.25M
DUK
Duke Energy Corp

Utilities
952
+ 6.31%
$105.87 - $121.97 $101K - $116K
16K $1.96M
WM
Waste Management Inc

Industrials
624
+ 11.09%
$200.54 - $233.78 $125K - $146K
6.25K $1.45M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.42K
+ 136.39%
$66.3 - $74.17 $293K - $327K
7.65K $531K
AIG
American International Group, Inc.

Financial Services
2.87K
+ 72.08%
$70.5 - $86.94 $202K - $249K
6.84K $594K
RWL
Invesco Exchange Traded Fd Tr

ETFs
2.66K
+ 9.39%
$96.9 - $104.39 $258K - $278K
31K $3.08M
PLTR
Palantir Technologies Inc.

Technology
2.31K
+ 19.09%
$64.98 - $124.62 $150K - $287K
14.4K $1.21M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.05K
+ 87.16%
$65.44 - $70.64 $265K - $286K
8.69K $593K
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
VEA
Vanguard Ftse Developed Market

ETFs
846
+ 1.16%
$47.4 - $52.99 $40.1K - $44.8K
74K $3.76M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
18.8K
+ 23.96%
$39.97 - $48.7 $753K - $917K
97.4K $3.89M
OTIS
Otis Worldwide Corp

Industrials
458
+ 2.48%
$90.77 - $104.01 $41.6K - $47.6K
18.9K $1.95M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.32K
+ 7.07%
$152.57 - $163.66 $202K - $217K
20.1K $3.14M
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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