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
FAST
Fastenal CO

Industrials
147
+ 1.69%
$71.11 - $79.98 $10.5K - $11.8K
8.87K $687K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
57
+ 0.32%
$78.97 - $85.82 $4.5K - $4.89K
17.8K $1.47M
QCOM
Qualcomm Inc

Technology
367
+ 3.17%
$151.94 - $175.86 $55.8K - $64.5K
11.9K $1.83M
AFL
Aflac Inc

Financial Services
197
+ 4.46%
$100.99 - $111.19 $19.9K - $21.9K
4.61K $512K
UL
Unilever PLC

Consumer Defensive
168
+ 1.04%
$54.72 - $60.29 $9.19K - $10.1K
16.2K $967K
APD
Air Products & Chemicals, Inc.

Basic Materials
116
+ 2.84%
$283.24 - $338.07 $32.9K - $39.2K
4.2K $1.24M
TD
Toronto Dominion Bank

Financial Services
25
+ 0.33%
$53.12 - $61.15 $1.33K - $1.53K
7.69K $461K
STOT
Spdr Doubleline Short Duration

ETFs
973
+ 6.24%
$46.74 - $47.25 $45.5K - $46K
16.6K $783K
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.38K
+ 13.05%
$59.61 - $66.71 $82.5K - $92.3K
12K $725K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
345
+ 7.93%
$58.04 - $65.84 $20K - $22.7K
4.7K $299K
AMBP
Ardagh Metal Packaging S.A.

Consumer Cyclical
14.1K
+ 8.9%
$2.51 - $3.16 $35.4K - $44.6K
173K $521K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
2.77K
+ 4.37%
$11.96 - $13.56 $33.1K - $37.5K
66K $846K
JCI
Johnson Controls International PLC

Industrials
441
+ 7.64%
$76.12 - $90.6 $33.6K - $40K
6.21K $497K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
785
+ 12.79%
$47.6 - $51.91 $37.4K - $40.7K
6.92K $334K
MKC
Mccormick & CO Inc

Consumer Defensive
87
+ 1.73%
$71.24 - $84.73 $6.2K - $7.37K
5.12K $421K
SII
Sprott Inc.

Financial Services
477
+ 9.17%
$39.75 - $45.18 $19K - $21.6K
5.68K $254K
GNL
Global Net Lease, Inc.

Real Estate
3.13K
+ 25.56%
$6.91 - $8.26 $21.6K - $25.8K
15.4K $123K
TXN
Texas Instruments Inc

Technology
171
+ 4.87%
N/A
3.68K $715K
CHD
Church & Dwight CO Inc

Consumer Defensive
55
+ 1.15%
$101.42 - $113.2 $5.58K - $6.23K
4.83K $532K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
315
+ 4.03%
$47.08 - $50.67 $14.8K - $16K
8.14K $408K
FTNT
Fortinet, Inc.

Technology
276
+ 11.1%
$92.49 - $114.57 $25.5K - $31.6K
2.76K $265K
XEL
Xcel Energy Inc

Utilities
252
+ 7.1%
$63.37 - $72.1 $16K - $18.2K
3.8K $269K
RPV
Invesco Exchange Traded Fd Tr

ETFs
174
+ 3.01%
$89.33 - $95.17 $15.5K - $16.6K
5.96K $550K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
300
+ 2.91%
$59.15 - $62.71 $17.7K - $18.8K
10.6K $654K
ECL
Ecolab Inc.

Basic Materials
3
+ 0.22%
$229.72 - $269.82 $689 - $809
1.36K $345K
VUG
Vanguard Growth ETF

ETFs
1.91K
+ 11.09%
$369.1 - $427.61 $705K - $816K
19.1K $7.09M
ASML
Asml Holding Nv

Technology
186
+ 5.73%
$662.63 - $776.99 $123K - $145K
3.43K $2.27M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
78
+ 23.49%
$634.14 - $744.83 $49.5K - $58.1K
410 $260K
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
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
900
+ 11.25%
$24.66 - $26.1 $22.2K - $23.5K
8.9K $222K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.25K
+ 5.33%
$14.46 - $15.96 $18.1K - $20K
24.8K $374K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
21
+ 0.55%
$97.25 - $104.79 $2.04K - $2.2K
3.82K $396K
ADSK
Autodesk, Inc.

Technology
73
+ 8.27%
N/A
956 $235K
FCX
Freeport Mcmoran Inc

Basic Materials
561
+ 3.01%
$34.5 - $43.01 $19.4K - $24.1K
19.2K $726K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
999
+ 9.86%
$192.82 - $222.1 $193K - $222K
11.1K $2.15M
FE
Firstenergy Corp

Utilities
303
+ 5.21%
$37.95 - $43.5 $11.5K - $13.2K
6.12K $247K
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
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
FTEC
Fidelity Covington Tr Msci Inf

ETFs
640
+ 16.35%
$161.27 - $192.3 $103K - $123K
4.55K $734K
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
ABNB
Airbnb, Inc.

Consumer Cyclical
244
+ 13.86%
$119.38 - $161.42 $29.1K - $39.4K
2.01K $239K
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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