Essex Financial Services, Inc. Incresed Positions in Q2 2025

Essex Financial Services, Inc.

  • $1.43 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Capital Group Core Balanced
28K
+ 48.78%
N/A
85.5K $0
CSHI
Shp ETF Tr Neos Enhanced Incom
595
+ 6.11%
N/A
10.3K $0
STRV
Ea Ser Tr Strive 500 ETF
1.24K
+ 0.88%
N/A
142K $0
BHP
Bhp Group LTD

Basic Materials
50
+ 0.89%
$40.22 - $50.88 $2.01K - $2.54K
5.69K $273K
Morgan Stanley ETF Trust
6.46K
+ 60.12%
N/A
17.2K $0
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
27
+ 0.37%
$39.34 - $40.41 $1.06K - $1.09K
7.39K $296K
CHH
Choice Hotels International Inc

Consumer Cyclical
86
+ 4.1%
$117.49 - $134.0 $10.1K - $11.5K
2.18K $276K
ODFL
Old Dominion Freight Line, Inc.

Industrials
13
+ 0.93%
$146.74 - $176.07 $1.91K - $2.29K
1.41K $228K
ARCC
Ares Capital Corp

Financial Services
939
+ 0.79%
$18.91 - $22.43 $17.8K - $21.1K
120K $2.63M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.91K
+ 5.31%
$24.32 - $27.87 $70.9K - $81.2K
57.8K $1.53M
KHC
Kraft Heinz CO

Consumer Defensive
1.21K
+ 15.85%
$25.61 - $30.81 $30.9K - $37.2K
8.82K $227K
JBLU
Jetblue Airways Corp

Industrials
1.68K
+ 9.4%
$3.43 - $5.42 $5.76K - $9.1K
19.5K $82K
RIO
Rio Tinto PLC

Basic Materials
126
+ 1.54%
$52.32 - $62.75 $6.59K - $7.91K
8.32K $485K
GNL
Global Net Lease, Inc.

Real Estate
9
+ 0.06%
$6.82 - $8.08 $61.4 - $72.7
15.4K $116K
MSI
Motorola Solutions, Inc.

Technology
2
+ 0.38%
$394.72 - $440.39 $789 - $881
531 $223K
BBDC
Barings Bdc, Inc.

Financial Services
28
+ 0.11%
$7.89 - $9.51 $221 - $266
26.3K $240K
DEO
Diageo PLC

Consumer Defensive
43
+ 1.01%
$99.86 - $115.75 $4.29K - $4.98K
4.3K $433K
AWR
American States Water CO

Utilities
29
+ 0.37%
$75.1 - $81.3 $2.18K - $2.36K
7.91K $606K
GIS
General Mills Inc

Consumer Defensive
619
+ 10.14%
$50.37 - $60.97 $31.2K - $37.7K
6.73K $348K
CLX
Clorox CO

Consumer Defensive
276
+ 14.9%
$118.01 - $148.69 $32.6K - $41K
2.13K $255K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
65
+ 0.65%
$12.07 - $14.61 $785 - $950
10.1K $129K
ED
Consolidated Edison Inc

Utilities
278
+ 5.76%
$98.05 - $113.3 $27.3K - $31.5K
5.11K $512K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
9.74K
+ 1451.86%
$87.84 - $1441.89 $856K - $14M
10.4K $938K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
92
+ 0.92%
$22.66 - $26.12 $2.08K - $2.4K
10.1K $246K
TMUS
T Mobile Us, Inc.

Communication Services
57
+ 4.13%
$220.99 - $268.54 $12.6K - $15.3K
1.44K $342K
STZ
Constellation Brands, Inc.

Consumer Defensive
289
+ 8.0%
$160.0 - $195.62 $46.2K - $56.5K
3.9K $634K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
168
+ 7.63%
$90.21 - $112.66 $15.2K - $18.9K
2.37K $216K
MSB
Mesabi Trust

Basic Materials
339
+ 2.38%
$22.73 - $28.99 $7.71K - $9.83K
14.6K $349K
KMB
Kimberly Clark Corp

Consumer Defensive
176
+ 3.5%
$126.84 - $145.22 $22.3K - $25.6K
5.2K $670K
HTGC
Hercules Capital, Inc.

Financial Services
463
+ 0.76%
$16.24 - $19.1 $7.52K - $8.84K
61.1K $1.12M
APD
Air Products & Chemicals, Inc.

Basic Materials
1
+ 0.02%
$248.61 - $294.96 $249 - $295
4.2K $1.18M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
17
+ 0.21%
$41.37 - $53.28 $703 - $906
7.98K $356K
CHD
Church & Dwight CO Inc

Consumer Defensive
74
+ 1.53%
$91.57 - $110.76 $6.78K - $8.2K
4.91K $471K
OTIS
Otis Worldwide Corp

Industrials
113
+ 0.6%
$90.88 - $104.3 $10.3K - $11.8K
19K $1.89M
UPS
United Parcel Service Inc

Industrials
87
+ 0.92%
$91.92 - $110.2 $8K - $9.59K
9.5K $959K
DVN
Devon Energy Corp

Energy
1.53K
+ 6.11%
$26.8 - $37.92 $41K - $57.9K
26.5K $843K
FANG
Diamondback Energy, Inc.

Energy
96
+ 1.87%
$119.25 - $161.49 $11.4K - $15.5K
5.23K $718K
WU
Western Union CO

Financial Services
1.4K
+ 2.27%
$8.37 - $10.63 $11.7K - $14.9K
63.2K $531K
BDX
Becton Dickinson & CO

Healthcare
254
+ 8.65%
$165.15 - $226.42 $41.9K - $57.5K
3.19K $549K
SWK
Stanley Black & Decker, Inc.

Industrials
459
+ 1.92%
$55.86 - $76.98 $25.6K - $35.3K
24.3K $1.65M
MRK
Merck & Co., Inc.

Healthcare
190
+ 0.49%
$73.47 - $87.12 $14K - $16.6K
38.7K $3.06M
XOM
Exxon Mobil Corp

Energy
6.57K
+ 5.16%
$99.93 - $119.04 $656K - $782K
134K $14.4M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
36
+ 0.1%
$483.48 - $539.8 $17.4K - $19.4K
34.9K $16.9M
AAPL
Apple Inc.

Technology
4.44K
+ 1.37%
$172.42 - $223.89 $766K - $995K
328K $67.3M
Activity Summary
Buys All Purchases 423 New Holdings 78 Increased Positions 345 Sells All Sells 222 Reductions 222 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