Essex Financial Services, Inc. Reduced Holdings in Q4 2024

Essex Financial Services, Inc.

  • $1.36 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-775K
- 94.53%
$567.81 - $607.81 $440M - $471M
44.9K $26.3M
VBR
Vanguard Small Cap Value ETF

ETFs
-1.2M
- 98.58%
$197.36 - $217.3 $238M - $262M
17.4K $3.44M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-280K
- 99.15%
$96.64 - $101.23 $27M - $28.3M
2.39K $231K
LLY
Eli Lilly & CO

Healthcare
-78
- 0.3%
$727.2 - $932.06 $56.7K - $72.7K
26K $20.1M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-7K
- 5.04%
$99.2 - $108.47 $694K - $759K
132K $13.1M
JNJ
Johnson & Johnson

Healthcare
-2.59K
- 4.12%
$143.34 - $165.86 $371K - $429K
60.1K $8.69M
UNH
Unitedhealth Group Inc

Healthcare
-655
- 4.95%
$485.52 - $625.25 $318K - $410K
12.6K $6.36M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-21.6K
- 11.98%
$50.37 - $50.6 $1.09M - $1.09M
159K $8M
PEP
Pepsico Inc

Consumer Defensive
-3.09K
- 8.88%
$151.29 - $176.1 $468K - $544K
31.7K $4.82M
KO
Coca Cola CO

Consumer Defensive
-2.96K
- 3.13%
$61.74 - $71.71 $183K - $212K
91.7K $5.71M
XLI
Industrial Sector Spdr

ETFs
-7.73K
- 64.67%
$131.76 - $143.99 $1.02M - $1.11M
4.22K $556K
GD
General Dynamics Corp

Industrials
-672
- 4.18%
$260.28 - $314.03 $175K - $211K
15.4K $4.06M
ELV
Elevance Health, Inc.

Healthcare
-39
- 0.76%
$365.96 - $514.62 $14.3K - $20.1K
5.07K $1.87M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 10.0%
$664750.0 - $724132.5 $665K - $724K
9 $6.13M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-2.33K
- 9.25%
$82.28 - $117.52 $192K - $274K
22.8K $1.94M
CI
Cigna Corp

Healthcare
-214
- 2.3%
$265.59 - $358.58 $56.8K - $76.7K
9.1K $2.51M
VZ
Verizon Communications Inc

Communication Services
-5.34K
- 5.91%
$39.6 - $45.21 $211K - $241K
84.9K $3.4M
NEE
Nextera Energy Inc

Utilities
-792
- 1.77%
$69.77 - $85.43 $55.3K - $67.7K
44K $3.16M
ADBE
Adobe Inc.

Technology
-141
- 1.82%
$437.39 - $552.96 $61.7K - $78K
7.61K $3.38M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.88K
- 4.63%
$570.51 - $610.59 $1.07M - $1.15M
38.7K $22.8M
VTV
Vanguard Value ETF

ETFs
-1.06K
- 1.34%
$168.32 - $181.87 $179K - $194K
78.5K $13.3M
CARR
Carrier Global Corp

Industrials
-30
- 0.07%
$66.69 - $82.65 $2K - $2.48K
41.6K $2.84M
PG
Procter & Gamble CO

Consumer Defensive
-770
- 1.16%
$161.05 - $179.7 $124K - $138K
65.6K $11M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-493
- 1.16%
$131.66 - $144.0 $64.9K - $71K
41.8K $5.53M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-9.02K
- 26.31%
$47.58 - $48.56 $429K - $438K
25.3K $1.21M
NVO
Novo Nordisk A S

Healthcare
-168
- 1.29%
$85.0 - $120.04 $14.3K - $20.2K
12.8K $1.1M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-5K
- 4.3%
$44.87 - $46.86 $224K - $234K
111K $5M
OKE
Oneok Inc

Energy
-5.99K
- 32.7%
$92.28 - $117.05 $553K - $701K
12.3K $1.24M
CVS
Cvs Health Corp

Healthcare
-869
- 4.06%
$43.78 - $67.46 $38K - $58.6K
20.5K $921K
DOW
Dow Inc.

Basic Materials
-524
- 1.9%
$39.1 - $55.34 $20.5K - $29K
27K $1.08M
ROP
Roper Technologies Inc

Industrials
-157
- 1.7%
$519.85 - $575.95 $81.6K - $90.4K
9.08K $4.72M
INTC
Intel Corp

Technology
-9.19K
- 13.79%
$19.07 - $26.23 $175K - $241K
57.5K $1.15M
SBLK
Star Bulk Carriers Corp.

Industrials
-6.63K
- 19.3%
$14.7 - $23.59 $97.5K - $156K
27.7K $414K
IBM
International Business Machines Corp

Technology
-1.6K
- 4.47%
$204.9 - $238.04 $328K - $381K
34.2K $7.51M
USFR
Wisdomtree Floating Rate Treas

ETFs
-7.93K
- 26.86%
$50.23 - $50.46 $398K - $400K
21.6K $1.09M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.56K
- 5.37%
N/A
80.3K $6.89M
IXUS
Ishares Tr

ETFs
-2.59K
- 7.98%
$65.95 - $72.56 $171K - $188K
29.9K $1.97M
DHR
Danaher Corp

Healthcare
-116
- 1.88%
$226.16 - $274.52 $26.2K - $31.8K
6.05K $1.39M
GLD
Spdr Gold Trust

ETFs
-947
- 1.05%
$236.59 - $257.5 $224K - $244K
89.4K $21.6M
XLE
Energy Sector Spdr

ETFs
-3.17K
- 26.27%
$83.32 - $97.27 $264K - $308K
8.89K $761K
IDXX
Idexx Laboratories Inc

Healthcare
-179
- 7.39%
$406.92 - $495.42 $72.8K - $88.7K
2.24K $927K
TGT
Target Corp

Consumer Defensive
-1.09K
- 15.41%
$121.59 - $160.69 $133K - $176K
6.01K $811K
OGN
Organon & Co.

Healthcare
-3.36K
- 5.8%
$14.44 - $18.83 $48.4K - $63.2K
54.5K $812K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.23K
- 1.67%
$88.59 - $94.57 $109K - $116K
72.1K $6.4M
VHT
Vanguard Health Care ETF

ETFs
-185
- 2.3%
$250.81 - $283.3 $46.4K - $52.4K
7.86K $1.99M
HD
Home Depot, Inc.

Consumer Cyclical
-116
- 0.83%
$385.02 - $431.37 $44.7K - $50K
13.8K $5.36M
DEA
Easterly Government Properties, Inc.

Real Estate
-10.8K
- 16.43%
$10.93 - $14.48 $118K - $156K
54.8K $623K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.12K
- 20.02%
$44.04 - $49.49 $181K - $204K
16.5K $724K
FCX
Freeport Mcmoran Inc

Basic Materials
-756
- 3.9%
$38.08 - $50.82 $28.8K - $38.4K
18.6K $709K
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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