Essex Financial Services, Inc. Incresed Positions in Q4 2024

Essex Financial Services, Inc.

  • $1.36 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AINV
Apollo Investment Corp

Financial Services
5
+ 0.05%
N/A
10.2K $112K
ILCG
Ishares Morningstar Growth ETF
87
+ 0.52%
N/A
16.7K $0
Pimco ETF Tr
515
+ 7.68%
N/A
7.22K $0
Proshares Tr
3.22K
+ 39.21%
N/A
11.4K $0
STRV
Ea Ser Tr Strive 500 ETF
4.85K
+ 3.68%
N/A
137K $0
CRH.L
Crh PLC

Basic Materials
739
+ 18.3%
N/A
4.78K $0
Ge Vernova Inc
160
+ 2.56%
N/A
6.41K $0
T Rowe Price ETF Inc
26.5K
+ 40.36%
N/A
92.2K $0
Veralto Corp
134
+ 6.1%
N/A
2.33K $0
PID
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.05%
N/A
17K $303K
Linde PLC
9
+ 0.28%
N/A
3.21K $0
T Rowe Price ETF Inc
5.32K
+ 19.55%
N/A
32.5K $0
SMOT
Vaneck ETF Tr Morningstar Smid
25
+ 0.14%
N/A
17.7K $0
Vanguard Malvern Fds
715
+ 13.48%
N/A
6.02K $0
Capital Group Core Balanced
24.3K
+ 134.4%
N/A
42.3K $0
Gsk PLC
1.01K
+ 18.03%
N/A
6.6K $0
MET
Metlife Inc

Financial Services
26
+ 0.5%
$78.15 - $88.25 $2.03K - $2.29K
5.25K $429K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
12
+ 0.19%
$50.53 - $55.55 $606 - $667
6.27K $319K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
6
+ 0.06%
$60.51 - $65.57 $363 - $393
10.3K $626K
GBIL
Goldman Sachs Access Treasury

ETFs
16
+ 0.13%
$99.85 - $100.22 $1.6K - $1.6K
12.7K $1.27M
FLMI
Franklin Dynamic Municipal Bon

ETFs
466
+ 1.83%
$24.42 - $25.06 $11.4K - $11.7K
25.9K $633K
EFV
Msci Eafe Value ETF

ETFs
470
+ 8.28%
$51.78 - $57.15 $24.3K - $26.9K
6.14K $322K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
942
+ 10.74%
$27.09 - $32.06 $25.5K - $30.2K
9.72K $272K
BBDC
Barings Bdc, Inc.

Financial Services
7
+ 0.03%
$9.27 - $10.33 $64.9 - $72.3
25.7K $246K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
2
+ 0.03%
$86.65 - $94.9 $173 - $190
7.59K $659K
COMP
Compass, Inc.

Technology
70
+ 0.25%
$5.4 - $7.33 $378 - $513
28.4K $166K
BNDX
Vanguard Total International B

ETFs
18
+ 0.28%
$48.91 - $50.61 $880 - $911
6.37K $312K
PFE
Pfizer Inc

Healthcare
18.9K
+ 8.96%
$24.8 - $30.19 $470K - $572K
230K $6.11M
ECL
Ecolab Inc.

Basic Materials
83
+ 6.5%
$234.32 - $261.43 $19.4K - $21.7K
1.36K $318K
HPQ
Hp Inc

Technology
961
+ 8.01%
$32.46 - $39.3 $31.2K - $37.8K
13K $422K
ABT
Abbott Laboratories

Healthcare
118
+ 0.49%
$111.93 - $119.39 $13.2K - $14.1K
24.4K $2.76M
VNQ
Vanguard Specialized Funds Van

ETFs
307
+ 6.69%
$87.85 - $98.6 $27K - $30.3K
4.9K $436K
FNF
Fidelity National Financial, Inc.

Financial Services
211
+ 5.28%
$55.19 - $63.83 $11.6K - $13.5K
4.21K $236K
FE
Firstenergy Corp

Utilities
340
+ 6.21%
$39.14 - $44.52 $13.3K - $15.1K
5.82K $231K
DCI
Donaldson CO Inc

Industrials
119
+ 3.87%
$67.28 - $78.27 $8.01K - $9.31K
3.2K $215K
CEG
Constellation Energy Corp

Utilities
306
+ 13.39%
$224.28 - $285.52 $68.6K - $87.4K
2.59K $582K
PAVE
Global X Fds Us Infrastructure

ETFs
76
+ 0.38%
$40.41 - $45.95 $3.07K - $3.49K
20.3K $819K
GNL
Global Net Lease, Inc.

Real Estate
24
+ 0.2%
$7.02 - $8.61 $168 - $207
12.2K $89K
KMB
Kimberly Clark Corp

Consumer Defensive
340
+ 6.6%
$130.37 - $146.09 $44.3K - $49.7K
5.49K $719K
DTE
Dte Energy CO

Utilities
38
+ 1.62%
$117.04 - $129.77 $4.45K - $4.93K
2.38K $287K
DNP
Dnp Select Income Fund Inc

Financial Services
34
+ 0.29%
$8.82 - $9.96 $300 - $339
11.6K $102K
FNV
Franco Nevada Corp

Basic Materials
84
+ 2.21%
$113.26 - $137.22 $9.51K - $11.5K
3.89K $457K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
7
+ 0.07%
$12.44 - $14.36 $87.1 - $101
10K $126K
SYY
Sysco Corp

Consumer Defensive
46
+ 0.35%
$73.63 - $81.77 $3.39K - $3.76K
13.1K $1M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
513
+ 4.93%
$50.06 - $55.0 $25.7K - $28.2K
10.9K $548K
CHE
Chemed Corp

Healthcare
17
+ 4.31%
$517.44 - $613.19 $8.8K - $10.4K
411 $217K
PFG
Principal Financial Group Inc

Financial Services
11
+ 0.4%
$74.91 - $91.26 $824 - $1K
2.75K $212K
ITA
Ishares Tr

ETFs
43
+ 0.66%
$144.31 - $157.31 $6.21K - $6.76K
6.58K $956K
ADI
Analog Devices Inc

Technology
32
+ 1.93%
$206.35 - $236.48 $6.6K - $7.57K
1.69K $358K
Activity Summary
Buys All Purchases 345 New Holdings 43 Increased Positions 302 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 0 Puts 0
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