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
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.72K
+ 9.95%
$77.7 - $78.94 $211K - $214K
30K $2.37M
DVN
Devon Energy Corp

Energy
3.7K
+ 17.4%
$33.15 - $38.55 $123K - $143K
25K $934K
PGR
Progressive Corp

Financial Services
314
+ 9.35%
$235.61 - $291.22 $74K - $91.4K
3.67K $1.04M
DEA
Easterly Government Properties, Inc.

Real Estate
25K
+ 45.65%
$10.26 - $11.77 $257K - $295K
79.9K $846K
SHEL
Shell PLC

Energy
2.2K
+ 44.81%
$62.84 - $73.29 $138K - $161K
7.11K $520K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
814
+ 9.26%
$507.05 - $563.67 $413K - $459K
9.6K $4.94M
CME
Cme Group Inc.

Financial Services
252
+ 6.36%
$225.82 - $266.54 $56.9K - $67.2K
4.21K $1.12M
CSCO
Cisco Systems, Inc.

Technology
49
+ 0.06%
$58.74 - $64.87 $2.88K - $3.18K
76K $4.69M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.07K
+ 17.98%
$91.45 - $91.75 $189K - $190K
13.6K $1.24M
VB
Vanguard Small Cap ETF

ETFs
2.61K
+ 12.2%
$217.89 - $252.64 $569K - $660K
24K $5.33M
UPS
United Parcel Service Inc

Industrials
2.61K
+ 38.31%
$109.66 - $136.26 $286K - $355K
9.42K $1.04M
UBER
Uber Technologies, Inc

Technology
677
+ 7.06%
$63.17 - $81.49 $42.8K - $55.2K
10.3K $748K
INTC
Intel Corp

Technology
419
+ 0.73%
$19.1 - $27.39 $8K - $11.5K
57.9K $1.31M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.63K
+ 37.08%
$74.85 - $84.89 $122K - $139K
6.04K $493K
AEP
American Electric Power CO Inc

Utilities
432
+ 6.85%
$90.32 - $109.27 $39K - $47.2K
6.74K $736K
BXSL
Blackstone Secured Lending Fund

Financial Services
4.56K
+ 28.6%
$31.3 - $34.5 $143K - $157K
20.5K $663K
IWB
Ishares Tr Russell 1000 ETF

ETFs
758
+ 13.99%
$302.31 - $337.54 $229K - $256K
6.18K $1.89M
WU
Western Union CO

Financial Services
13.8K
+ 28.77%
$10.24 - $11.62 $141K - $160K
61.8K $653K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
2.95K
+ 17.6%
$51.3 - $56.76 $152K - $168K
19.7K $1.05M
GILD
Gilead Sciences, Inc.

Healthcare
153
+ 2.59%
$89.14 - $117.41 $13.6K - $18K
6.06K $679K
VFVA
Vanguard Wellington Fd U S Val

ETFs
1.23K
+ 56.73%
$111.86 - $124.32 $138K - $153K
3.4K $387K
NVS
Novartis Ag

Healthcare
171
+ 2.43%
$97.14 - $115.57 $16.6K - $19.8K
7.21K $803K
MGV
Vanguard Mega Cap Value

ETFs
871
+ 47.21%
$123.61 - $133.01 $108K - $116K
2.72K $349K
IWD
Ishares Russell 1000 Val ETF

ETFs
344
+ 2.03%
$182.82 - $196.21 $62.9K - $67.5K
17.3K $3.25M
XLF
Financial Sector Spdr

ETFs
1.4K
+ 4.41%
$47.32 - $52.19 $66.1K - $72.9K
33K $1.65M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
708
+ 7.37%
$63.07 - $73.5 $44.7K - $52K
10.3K $724K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
133
+ 1.49%
$34.58 - $45.97 $4.6K - $6.11K
9.05K $416K
EPD
Enterprise Products Partners L.P.

Energy
102
+ 0.27%
$31.75 - $34.14 $3.24K - $3.48K
38.6K $1.32M
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
MGK
Vanguard Mega Cap Growth ETF

ETFs
492
+ 22.32%
$307.43 - $357.48 $151K - $176K
2.7K $832K
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
BSX
Boston Scientific Corp

Healthcare
356
+ 13.58%
$89.38 - $106.18 $31.8K - $37.8K
2.98K $300K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
737
+ 10.2%
$42.3 - $53.69 $31.2K - $39.6K
7.96K $414K
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
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
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
Track This Portfolio

Track Essex Financial Services, Inc. Portfolio

Follow Essex Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Essex Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email