Essex Financial Services, Inc. Reduced Holdings in Q1 2025

Essex Financial Services, Inc.

  • $1.33 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-7.5K
- 2.27%
$209.68 - $247.1 $1.57M - $1.85M
323K $71.8M
CODI
Compass Diversified Holdings

Industrials
-5.76K
- 0.44%
$18.67 - $22.9 $107K - $132K
1.3M $24.3M
MSFT
Microsoft Corp

Technology
-1.96K
- 1.85%
$375.39 - $447.2 $736K - $877K
104K $39M
NVDA
Nvidia Corp

Technology
-3.99K
- 2.02%
$106.98 - $149.43 $427K - $596K
194K $21M
TSLA
Tesla, Inc.

Consumer Cyclical
-2.99K
- 9.06%
$222.15 - $428.22 $664K - $1.28M
30K $7.77M
GOOGL
Alphabet Inc.

Communication Services
-2.26K
- 2.03%
$154.33 - $206.19 $349K - $467K
109K $16.9M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.22K
- 1.86%
$190.26 - $242.06 $422K - $537K
117K $22.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-121
- 0.13%
$333.37 - $384.99 $40.3K - $46.6K
90.5K $30.3M
GOOG
Alphabet Inc.

Communication Services
-3.3K
- 6.23%
$156.06 - $207.71 $515K - $686K
49.7K $7.77M
AVGO
Broadcom Inc.

Technology
-1.66K
- 8.01%
$167.43 - $244.7 $278K - $406K
19K $3.19M
META
Meta Platforms, Inc.

Communication Services
-1.84K
- 10.74%
$576.36 - $736.67 $1.06M - $1.36M
15.3K $8.81M
ETN
Eaton Corp PLC

Industrials
-2.79K
- 32.92%
$271.83 - $371.23 $757K - $1.03M
5.68K $1.54M
VIG
Vanguard Dividend Appreciation

ETFs
-6.2K
- 9.71%
N/A
57.7K $10.5M
PFE
Pfizer Inc

Healthcare
-31K
- 13.48%
$25.01 - $27.13 $777K - $842K
199K $5.05M
DVY
Ishares Tr

ETFs
-8.16K
- 26.51%
$128.58 - $138.1 $1.05M - $1.13M
22.6K $3.04M
BX
Blackstone Inc.

Financial Services
-670
- 2.43%
$136.53 - $186.74 $91.5K - $125K
26.9K $3.76M
BAC
Bank Of America Corp

Financial Services
-13.5K
- 10.29%
$39.61 - $47.74 $534K - $644K
118K $4.91M
GBIL
Goldman Sachs Access Treasury

ETFs
-7.8K
- 61.37%
$99.85 - $100.19 $779K - $781K
4.91K $491K
UNP
Union Pacific Corp

Industrials
-3.69K
- 22.48%
$225.21 - $254.42 $830K - $938K
12.7K $3M
CAT
Caterpillar Inc

Industrials
-777
- 5.88%
$326.75 - $407.63 $254K - $317K
12.4K $4.1M
HD
Home Depot, Inc.

Consumer Cyclical
-1.03K
- 7.46%
$347.25 - $424.87 $357K - $437K
12.8K $4.68M
OKE
Oneok Inc

Energy
-6.7K
- 54.34%
$89.57 - $109.85 $600K - $736K
5.63K $558K
BLFY
Blue Foundry Bancorp

Financial Services
-30.4K
- 4.65%
$8.87 - $10.12 $270K - $308K
624K $5.74M
ORCL
Oracle Corp

Technology
-481
- 2.13%
$139.81 - $186.47 $67.2K - $89.7K
22.1K $3.09M
KKR
Kkr & Co. Inc.

Financial Services
-992
- 6.2%
$108.17 - $167.07 $107K - $166K
15K $1.74M
MRK
Merck & Co., Inc.

Healthcare
-1.97K
- 4.87%
$83.01 - $101.02 $164K - $199K
38.5K $3.46M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.07K
- 6.33%
$102.49 - $119.96 $212K - $248K
30.6K $3.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.51K
- 15.63%
$165.25 - $224.62 $250K - $340K
8.17K $1.36M
NVO
Novo Nordisk A S

Healthcare
-4.88K
- 38.03%
$69.3 - $90.95 $338K - $443K
7.95K $551K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-3.09K
- 47.67%
$208.48 - $244.03 $645K - $755K
3.4K $828K
LMT
Lockheed Martin Corp

Industrials
-542
- 7.96%
$423.19 - $506.29 $229K - $274K
6.27K $2.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.42K
- 1.33%
$57.21 - $65.8 $81.2K - $93.4K
105K $6.13M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.39K
- 7.94%
$92.45 - $106.69 $220K - $254K
27.7K $2.57M
DXCM
Dexcom Inc

Healthcare
-5.72K
- 59.47%
$67.74 - $90.75 $387K - $519K
3.9K $266K
DIS
Walt Disney CO

Communication Services
-1.1K
- 3.81%
$96.87 - $114.0 $106K - $125K
27.6K $2.73M
USFR
Wisdomtree Floating Rate Treas

ETFs
-9.28K
- 42.98%
$50.29 - $50.5 $467K - $469K
12.3K $619K
IONQ
Ion Q, Inc.

Technology
-4.11K
- 21.96%
$18.27 - $51.07 $75.1K - $210K
14.6K $322K
WMT
Walmart Inc.

Consumer Defensive
-3.6K
- 6.94%
$84.5 - $105.05 $304K - $378K
48.3K $4.24M
IEFA
Ishares Tr

ETFs
-8K
- 19.56%
$69.57 - $78.65 $557K - $629K
32.9K $2.49M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.41K
- 5.5%
N/A
75.9K $6.51M
COP
Conocophillips

Energy
-4.59K
- 24.65%
$88.6 - $105.85 $406K - $485K
14K $1.47M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-267
- 2.7%
$497.6 - $606.74 $133K - $162K
9.61K $4.78M
DD
Du Pont De Nemours, Inc.

Basic Materials
-4.16K
- 40.07%
$72.7 - $84.32 $303K - $351K
6.23K $465K
TTE
Total Energies Se

Energy
-4.75K
- 59.89%
N/A
3.18K $218K
MTB
M&T Bank Corp

Financial Services
-1.24K
- 13.76%
$170.47 - $201.98 $211K - $250K
7.76K $1.39M
CMI
Cummins Inc

Industrials
-204
- 3.15%
$312.92 - $386.07 $63.8K - $78.8K
6.27K $1.97M
STZ
Constellation Brands, Inc.

Consumer Defensive
-704
- 16.3%
$161.05 - $222.93 $113K - $157K
3.61K $663K
CRM
Salesforce, Inc.

Technology
-228
- 6.79%
$268.36 - $359.95 $61.2K - $82.1K
3.13K $839K
TGT
Target Corp

Consumer Defensive
-706
- 11.76%
$103.65 - $142.5 $73.2K - $101K
5.3K $553K
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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