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
ADM
Archer Daniels Midland CO

Consumer Defensive
1.03K
+ 6.21%
$45.22 - $52.17 $46.5K - $53.6K
17.6K $844K
IWM
Ishares Russell 2000 ETF

ETFs
1.09K
+ 11.12%
$198.1 - $229.79 $215K - $249K
10.8K $2.16M
ROK
Rockwell Automation, Inc

Industrials
108
+ 14.21%
$255.29 - $303.75 $27.6K - $32.8K
868 $224K
AINV
Apollo Investment Corp

Financial Services
441
+ 4.34%
N/A
10.6K $117K
BBDC
Barings Bdc, Inc.

Financial Services
551
+ 2.14%
$9.36 - $10.78 $5.16K - $5.94K
26.3K $250K
BNDX
Vanguard Total International B

ETFs
121
+ 1.9%
$48.33 - $49.5 $5.85K - $5.99K
6.49K $316K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
1.27K
+ 5.46%
$45.21 - $50.33 $57.5K - $64K
24.5K $1.12M
WASH
Washington Trust Bancorp Inc

Financial Services
158
+ 2.14%
$29.16 - $33.96 $4.61K - $5.37K
7.52K $232K
PULS
Pgim ETF Tr

ETFs
27
+ 0.45%
$49.56 - $49.78 $1.34K - $1.34K
5.98K $297K
SNOW
Snowflake Inc.

Technology
102
+ 6.36%
$146.16 - $192.78 $14.9K - $19.7K
1.71K $249K
FDV
Federated Hermes ETF Tr U S St
861
+ 6.88%
N/A
13.4K $0
STRV
Ea Ser Tr Strive 500 ETF
3.92K
+ 2.87%
N/A
140K $0
Proshares Tr
1.26K
+ 11.05%
N/A
12.7K $0
Astera Labs Inc
807
+ 3.24%
N/A
25.7K $0
Vaneck Bitcoin ETF
6.02K
+ 202.05%
N/A
8.99K $0
Atlassian Corporation
236
+ 18.97%
N/A
1.48K $0
Ea Series Trust
505
+ 3.25%
N/A
16.1K $0
STXG
Ea Ser Tr Strive 1000 Growth E
1
+ 0.01%
N/A
12.2K $0
ILCG
Ishares Morningstar Growth ETF
3
+ 0.02%
N/A
16.7K $0
Capital Group Core Balanced
15.1K
+ 35.74%
N/A
57.5K $0
CNHI
Cnh Industrial N.V.

Industrials
42
+ 0.3%
N/A
13.9K $144K
PID
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.08%
N/A
17K $303K
STXV
Ea Ser Tr Strive 1000 Value Et
18
+ 0.11%
N/A
15.9K $0
STXK
Ea Ser Tr Strive 2000 ETF
111
+ 0.72%
N/A
15.4K $0
Morgan Stanley ETF Trust
3.75K
+ 53.5%
N/A
10.7K $0
Pimco ETF Tr
153K
+ 66.59%
N/A
382K $0
Pimco ETF Tr
2.19K
+ 30.26%
N/A
9.41K $0
2023 ETF Series Trust Ii
2.23K
+ 33.45%
N/A
8.88K $0
Linde PLC
89
+ 2.77%
N/A
3.3K $0
Lam Research Corp
72
+ 1.3%
N/A
5.62K $0
Ferguson Enterprises Inc
109
+ 9.03%
N/A
1.32K $0
XT
Ishares Tr Exponential Technol

ETFs
289
+ 3.7%
$57.56 - $64.0 $16.6K - $18.5K
8.11K $466K
Teekay Tankers LTD
127
+ 1.98%
N/A
6.54K $0
OMF
One Main Holdings, Inc.

Financial Services
288
+ 6.69%
$45.35 - $58.06 $13.1K - $16.7K
4.59K $224K
J P Morgan Exchange Traded F
15.1K
+ 13.29%
N/A
128K $0
Pgim ETF Tr
15.2K
+ 51.31%
N/A
44.8K $0
Pgim ETF Tr
2.92K
+ 70.04%
N/A
7.09K $0
T Rowe Price ETF Inc
35.1K
+ 38.05%
N/A
127K $0
Ge Vernova Inc
11
+ 0.17%
N/A
6.42K $0
T Rowe Price ETF Inc
18.3K
+ 56.11%
N/A
50.8K $0
IFRA
Ishares Tr

ETFs
147
+ 2.42%
$44.8 - $49.25 $6.59K - $7.24K
6.22K $280K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
79
+ 4.48%
$175.5 - $209.86 $13.9K - $16.6K
1.84K $333K
BGB
Blackstone Strategic Credit Fund

Financial Services
105
+ 0.64%
$11.96 - $12.62 $1.26K - $1.33K
16.6K $200K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
246
+ 2.53%
$25.93 - $29.28 $6.38K - $7.2K
9.96K $270K
MGC
Vanguard Mega Cap ETF

ETFs
85
+ 4.97%
$199.2 - $222.69 $16.9K - $18.9K
1.8K $361K
IWS
Ishares Russell Midcap Value E

ETFs
104
+ 2.36%
$122.59 - $135.24 $12.7K - $14.1K
4.51K $568K
XPO
Xpo Logistics, Inc.

Industrials
387
+ 20.5%
$106.12 - $148.16 $41.1K - $57.3K
2.28K $244K
CPB
Campbell Soup CO

Consumer Defensive
145
+ 2.72%
$37.29 - $42.04 $5.41K - $6.1K
5.47K $218K
STT
State Street Corp

Financial Services
212
+ 7.58%
$84.47 - $102.23 $17.9K - $21.7K
3.01K $269K
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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