Essex Financial Services, Inc. Reduced Holdings in Q3 2024

Essex Financial Services, Inc.

  • $2.07 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.84K
- 15.51%
$84.77 - $97.13 $410K - $470K
26.4K $2.53M
XLE
Energy Sector Spdr

ETFs
-3.43K
- 22.16%
$84.35 - $93.39 $290K - $321K
12.1K $1.06M
EMR
Emerson Electric CO

Industrials
-3.08K
- 25.31%
$98.19 - $118.87 $302K - $366K
9.07K $992K
CI
Cigna Corp

Healthcare
-1.49K
- 13.76%
$319.12 - $367.1 $474K - $546K
9.31K $3.23M
DIS
Walt Disney CO

Communication Services
-2.51K
- 8.18%
$85.6 - $98.61 $215K - $247K
28.2K $2.71M
WFC
Wells Fargo & Company

Financial Services
-4.73K
- 19.97%
$51.58 - $60.97 $244K - $288K
18.9K $1.07M
DD
Du Pont De Nemours, Inc.

Basic Materials
-4.71K
- 40.01%
$77.22 - $89.49 $364K - $421K
7.06K $629K
DGRO
Ishares Core Dividend Growth E

ETFs
-17.6K
- 11.25%
$57.47 - $62.76 $1.01M - $1.11M
139K $8.71M
MCD
Mcdonalds Corp

Consumer Cyclical
-3.65K
- 22.29%
$245.82 - $304.51 $898K - $1.11M
12.7K $3.88M
HON
Honeywell International Inc

Industrials
-1.03K
- 8.54%
$196.73 - $220.21 $202K - $226K
11K $2.27M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-3.86K
- 47.1%
$75.32 - $84.37 $291K - $326K
4.34K $362K
CTVA
Corteva, Inc.

Basic Materials
-5.56K
- 44.81%
$50.72 - $58.78 $282K - $327K
6.84K $402K
VDE
Vanguard Energy ETF

ETFs
-1.37K
- 8.49%
$117.44 - $131.06 $161K - $180K
14.8K $1.81M
MAR
Marriott International Inc

Consumer Cyclical
-1.11K
- 27.24%
$211.35 - $255.11 $235K - $283K
2.97K $737K
FANG
Diamondback Energy, Inc.

Energy
-359
- 5.49%
$168.46 - $210.94 $60.5K - $75.7K
6.19K $1.07M
ELV
Elevance Health, Inc.

Healthcare
-232
- 4.34%
$500.12 - $562.29 $116K - $130K
5.11K $2.66M
SHEL
Shell PLC

Energy
-2.35K
- 31.88%
$65.65 - $73.28 $154K - $172K
5.03K $331K
AWR
American States Water CO

Utilities
-3.41K
- 43.48%
$71.55 - $85.38 $244K - $291K
4.43K $368K
UPS
United Parcel Service Inc

Industrials
-1.39K
- 14.57%
$123.32 - $147.38 $171K - $205K
8.15K $1.11M
EUFN
Ishares Msci Europe Financials

ETFs
-9.5K
- 50.0%
$21.54 - $25.01 $205K - $238K
9.5K $234K
PPG
Ppg Industries Inc

Basic Materials
-2.05K
- 14.86%
$118.32 - $134.55 $243K - $276K
11.8K $1.56M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-461
- 5.35%
$126.87 - $148.36 $58.5K - $68.4K
8.16K $1.07M
DFAU
Dimensional ETF Tr

ETFs
-5.41K
- 34.54%
$35.8 - $39.69 $194K - $215K
10.3K $407K
MO
Altria Group, Inc.

Consumer Defensive
-8.23K
- 18.72%
$45.95 - $54.71 $378K - $450K
35.7K $1.82M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-4.22K
- 40.23%
$46.17 - $51.13 $195K - $216K
6.26K $320K
ACWI
Ishares Msci Acwi ETF

ETFs
-1.54K
- 39.12%
$107.24 - $119.84 $165K - $184K
2.39K $285K
CEG
Constellation Energy Corp

Utilities
-1.44K
- 38.71%
$167.08 - $262.86 $241K - $379K
2.29K $594K
AMAT
Applied Materials Inc

Technology
-80
- 2.07%
$174.88 - $254.97 $14K - $20.4K
3.79K $766K
NKE
Nike, Inc.

Consumer Cyclical
-2.7K
- 37.61%
$71.09 - $89.44 $192K - $241K
4.47K $395K
ROP
Roper Technologies Inc

Industrials
-134
- 1.43%
$515.25 - $576.55 $69K - $77.3K
9.24K $5.14M
DVN
Devon Energy Corp

Energy
-1.24K
- 11.76%
$37.87 - $48.65 $46.8K - $60.1K
9.28K $362K
DUK
Duke Energy Corp

Utilities
-3.72K
- 18.81%
$99.35 - $117.71 $369K - $437K
16K $1.85M
VLO
Valero Energy Corp

Energy
-387
- 10.75%
$132.81 - $163.48 $51.4K - $63.3K
3.21K $433K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-7.8K
- 7.34%
$61.47 - $67.36 $480K - $525K
98.5K $6.63M
OGN
Organon & Co.

Healthcare
-1.63K
- 2.75%
$18.65 - $23.03 $30.5K - $37.6K
57.8K $1.11M
FUND
Sprott Focus Trust Inc.

Financial Services
-23K
- 8.85%
$7.41 - $8.1 $171K - $186K
237K $1.83M
FDX
Fedex Corp

Industrials
-270
- 16.46%
$254.64 - $313.52 $68.8K - $84.7K
1.37K $374K
SLB
Schlumberger Limited

Energy
-1.13K
- 8.49%
$39.57 - $49.67 $44.6K - $56K
12.2K $509K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-7.17K
- 12.41%
$72.52 - $82.35 $520K - $591K
50.6K $4.14M
IBB
Ishares Biotechnology ETF

ETFs
-1.22K
- 14.87%
$135.09 - $149.47 $165K - $182K
6.97K $1.02M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.03K
- 30.63%
$82.97 - $98.97 $168K - $201K
4.59K $447K
PXE
Invesco Exchange Traded Fd Tr

ETFs
-34
- 0.11%
$28.95 - $33.76 $984 - $1.15K
30.1K $892K
CRWD
Crowd Strike Holdings, Inc.

Technology
-31
- 3.32%
$217.89 - $392.15 $6.75K - $12.2K
904 $253K
F
Ford Motor CO

Consumer Cyclical
-2.84K
- 7.54%
$9.71 - $14.55 $27.5K - $41.3K
34.8K $367K
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-2.76K
- 17.0%
$66.56 - $75.11 $184K - $208K
13.5K $1.01M
ITW
Illinois Tool Works Inc

Industrials
-643
- 22.4%
$233.14 - $263.97 $150K - $170K
2.23K $583K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-342
- 12.13%
$523.84 - $572.02 $179K - $196K
2.48K $1.41M
AMD
Advanced Micro Devices Inc

Technology
-657
- 10.81%
$128.67 - $183.96 $84.5K - $121K
5.42K $889K
USB
Us Bancorp \De\

Financial Services
-4.09K
- 27.0%
$39.04 - $47.23 $160K - $193K
11K $505K
Activity Summary
Buys All Purchases 244 New Holdings 47 Increased Positions 197 Sells All Sells 331 Reductions 331 Sold out 0 Options Calls 0 Puts 0
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