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
BKNG
Booking Holdings Inc.

Consumer Cyclical
-4
- 1.71%
$4295.4 - $5141.88 $17.2K - $20.6K
230 $1.06M
SYK
Stryker Corp

Healthcare
-370
- 12.47%
$355.18 - $399.9 $131K - $148K
2.6K $966K
PEP
Pepsico Inc

Consumer Defensive
-224
- 0.71%
$142.64 - $156.42 $32K - $35K
31.5K $4.72M
JPM
Jpmorgan Chase & CO

Financial Services
-1.95K
- 2.86%
$225.19 - $279.95 $439K - $546K
66.2K $16.2M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-665
- 2.57%
$64.6 - $69.89 $43K - $46.5K
25.2K $1.65M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-280
- 4.54%
$96.3 - $112.23 $27K - $31.4K
5.89K $573K
DEO
Diageo PLC

Consumer Defensive
-4
- 0.09%
$104.79 - $126.12 $419 - $504
4.26K $446K
LAMR
Lamar Advertising CO

Real Estate
-240
- 2.81%
$110.65 - $132.9 $26.6K - $31.9K
8.3K $944K
BCE
Bce Inc

Communication Services
-3.94K
- 22.93%
$22.14 - $25.18 $87.2K - $99.2K
13.2K $304K
CEG
Constellation Energy Corp

Utilities
-162
- 6.25%
$201.63 - $347.44 $32.7K - $56.3K
2.43K $489K
SRLN
Ssga Active Trust

ETFs
-1.89K
- 25.85%
$41.02 - $41.99 $77.5K - $79.4K
5.42K $222K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
-4.39K
- 25.74%
$13.63 - $15.28 $59.8K - $67K
12.7K $172K
WBS
Webster Financial Corp

Financial Services
-161
- 0.8%
$47.55 - $61.41 $7.66K - $9.89K
19.8K $1.02M
F
Ford Motor CO

Consumer Cyclical
-8.32K
- 18.3%
$9.12 - $10.43 $75.9K - $86.8K
37.1K $372K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.5K
- 10.09%
$49.69 - $50.76 $74.5K - $76.1K
13.4K $668K
MCHP
Microchip Technology Inc

Technology
-682
- 13.94%
$48.41 - $64.3 $33K - $43.9K
4.21K $203K
DOCU
Docusign, Inc.

Technology
-217
- 3.2%
$74.7 - $97.7 $16.2K - $21.2K
6.56K $533K
RIO
Rio Tinto PLC

Basic Materials
-1.45K
- 15.03%
$58.19 - $64.29 $84.3K - $93.2K
8.19K $492K
COLB
Columbia Banking System, Inc.

Financial Services
-843
- 3.56%
$23.89 - $28.84 $20.1K - $24.3K
22.9K $570K
FUND
Sprott Focus Trust Inc.

Financial Services
-11.8K
- 5.04%
$7.19 - $7.74 $85K - $91.5K
223K $1.65M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-831
- 1.71%
$78.12 - $83.7 $64.9K - $69.6K
47.8K $3.85M
KBE
Spdr S&P Bank ETF

ETFs
-1K
- 19.24%
$51.28 - $59.92 $51.3K - $59.9K
4.2K $222K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-1.84K
- 19.98%
$38.99 - $40.37 $71.7K - $74.2K
7.36K $296K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-3.33K
- 2.99%
$44.41 - $45.98 $148K - $153K
108K $4.93M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.25K
- 3.6%
$29.34 - $31.31 $36.7K - $39.2K
33.5K $995K
GIS
General Mills Inc

Consumer Defensive
-589
- 8.8%
$57.56 - $65.3 $33.9K - $38.5K
6.11K $365K
IBB
Ishares Biotechnology ETF

ETFs
-254
- 3.65%
$127.9 - $140.56 $32.5K - $35.7K
6.7K $857K
EBC
Eastern Bankshares, Inc.

Financial Services
-24
- 0.03%
$15.29 - $19.15 $367 - $460
71.5K $1.17M
HSY
Hershey CO

Consumer Defensive
-386
- 14.22%
$144.74 - $186.36 $55.9K - $71.9K
2.33K $398K
JBLU
Jetblue Airways Corp

Industrials
-870
- 4.65%
$4.82 - $8.09 $4.19K - $7.04K
17.9K $86K
FDX
Fedex Corp

Industrials
-43
- 3.24%
$230.33 - $281.53 $9.9K - $12.1K
1.29K $313K
HTGC
Hercules Capital, Inc.

Financial Services
-219
- 0.36%
$18.01 - $22.0 $3.94K - $4.82K
60.7K $1.17M
CB
Chubb LTD

Financial Services
-634
- 12.14%
$257.71 - $301.99 $163K - $191K
4.59K $1.39M
KHC
Kraft Heinz CO

Consumer Defensive
-1.77K
- 18.9%
$28.51 - $32.22 $50.6K - $57.2K
7.61K $231K
C
Citigroup Inc

Financial Services
-965
- 5.4%
$67.23 - $84.63 $64.9K - $81.7K
16.9K $1.2M
DFS
Discover Financial Services

Financial Services
-296
- 10.34%
$152.99 - $203.25 $45.3K - $60.2K
2.57K $438K
CNI
Canadian National Railway CO

Industrials
-240
- 3.04%
$95.46 - $106.79 $22.9K - $25.6K
7.64K $744K
FLMI
Franklin Dynamic Municipal Bon

ETFs
-2.28K
- 8.8%
$24.22 - $24.86 $55.3K - $56.7K
23.6K $577K
DTE
Dte Energy CO

Utilities
-710
- 29.82%
$117.6 - $138.27 $83.5K - $98.2K
1.67K $231K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.18K
- 9.72%
$47.33 - $47.92 $55.8K - $56.5K
11K $521K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-270
- 2.15%
$179.71 - $192.06 $48.5K - $51.9K
12.3K $2.26M
NMFC
New Mountain Finance Corp

Financial Services
-4.41K
- 23.18%
$10.89 - $12.02 $48K - $53K
14.6K $161K
ES
Eversource Energy

Utilities
-2.46K
- 11.29%
$55.63 - $63.8 $137K - $157K
19.3K $1.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.1K
- 1.3%
$126.11 - $135.06 $265K - $284K
159K $20.5M
VPU
Vanguard Utilities ETF

ETFs
-475
- 11.48%
$161.24 - $173.33 $76.6K - $82.3K
3.66K $625K
ET
Energy Transfer LP

Energy
-500
- 1.23%
$17.26 - $21.08 $8.63K - $10.5K
40.1K $746K
AMP
Ameriprise Financial Inc

Financial Services
-29
- 3.88%
$472.29 - $575.13 $13.7K - $16.7K
719 $348K
PSA
Public Storage

Real Estate
-158
- 12.25%
$288.99 - $313.98 $45.7K - $49.6K
1.13K $338K
PEG
Public Service Enterprise Group Inc

Utilities
-411
- 6.37%
$78.2 - $90.39 $32.1K - $37.2K
6.04K $497K
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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