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
BHP
Bhp Group LTD

Basic Materials
-860
- 13.23%
$48.18 - $52.11 $41.4K - $44.8K
5.64K $273K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-38
- 0.78%
$408.78 - $448.82 $15.5K - $17.1K
4.84K $2.03M
CACI
Caci International Inc

Technology
-100
- 8.97%
N/A
1.02K $434K
KMI
Kinder Morgan, Inc.

Energy
-3.15K
- 7.36%
$26.1 - $31.22 $82.3K - $98.5K
39.7K $1.13M
ECC
Eagle Point Credit CO Inc.

Financial Services
-2.35K
- 8.41%
$7.7 - $9.14 $18.1K - $21.5K
25.6K $207K
SYY
Sysco Corp

Consumer Defensive
-265
- 2.02%
$70.0 - $77.13 $18.6K - $20.4K
12.9K $965K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-600
- 5.24%
$49.25 - $50.66 $29.6K - $30.4K
10.9K $538K
PXE
Invesco Exchange Traded Fd Tr

ETFs
-865
- 2.86%
$26.71 - $32.52 $23.1K - $28.1K
29.4K $860K
PG
Procter & Gamble CO

Consumer Defensive
-1.27K
- 1.94%
$158.56 - $176.26 $202K - $224K
64.3K $11M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-103
- 6.89%
$161.13 - $209.29 $16.6K - $21.6K
1.39K $230K
DFAU
Dimensional ETF Tr

ETFs
-260
- 2.59%
$37.84 - $42.29 $9.84K - $11K
9.76K $375K
VT
Vanguard Total World Stk Index

ETFs
-161
- 2.1%
$115.08 - $123.97 $18.5K - $20K
7.52K $871K
EBAY
Ebay Inc

Consumer Cyclical
-791
- 18.94%
$61.61 - $70.93 $48.7K - $56.1K
3.39K $229K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.1K
- 6.32%
$48.43 - $49.9 $53.3K - $54.9K
16.3K $813K
CRWD
Crowd Strike Holdings, Inc.

Technology
-103
- 12.99%
$308.86 - $455.36 $31.8K - $46.9K
690 $243K
EFX
Equifax Inc

Industrials
-8
- 0.35%
$235.63 - $278.34 $1.89K - $2.23K
2.28K $555K
FNF
Fidelity National Financial, Inc.

Financial Services
-1.01K
- 23.97%
$54.25 - $65.27 $54.7K - $65.8K
3.2K $208K
WFC
Wells Fargo & Company

Financial Services
-786
- 4.17%
$66.78 - $81.42 $52.5K - $64K
18.1K $1.3M
XOP
Spdr Ser Tr Oil & Gas Explorat

ETFs
-146
- 1.8%
$120.5 - $145.97 $17.6K - $21.3K
7.99K $1.05M
GD
General Dynamics Corp

Industrials
-599
- 3.89%
$241.94 - $272.58 $145K - $163K
14.8K $4.04M
MET
Metlife Inc

Financial Services
-178
- 3.39%
$77.7 - $87.0 $13.8K - $15.5K
5.07K $407K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-459
- 3.14%
$76.94 - $78.28 $35.3K - $35.9K
14.1K $1.11M
MSI
Motorola Solutions, Inc.

Technology
-16
- 2.94%
$411.73 - $482.1 $6.59K - $7.71K
529 $231K
IBM
International Business Machines Corp

Technology
-4.04K
- 11.81%
$217.4 - $264.74 $878K - $1.07M
30.1K $7.49M
WNEB
Western New England Bancorp, Inc.

Financial Services
-2.02K
- 12.92%
$8.52 - $9.76 $17.2K - $19.7K
13.6K $126K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
-1.46K
- 2.83%
$15.88 - $17.78 $23.1K - $25.9K
49.9K $872K
EOG
Eog Resources Inc

Energy
-393
- 6.4%
$120.54 - $138.05 $47.4K - $54.3K
5.75K $737K
COST
Costco Wholesale Corp

Consumer Defensive
-160
- 3.49%
$890.62 - $1076.86 $142K - $172K
4.42K $4.18M
TRIP
Trip Advisor, Inc.

Consumer Cyclical
-387
- 2.18%
$13.31 - $18.41 $5.15K - $7.12K
17.3K $245K
ICE
Intercontinental Exchange, Inc.

Financial Services
-341
- 18.36%
$142.8 - $176.36 $48.7K - $60.1K
1.52K $261K
CMCSA
Comcast Corp

Communication Services
-3
- 0.01%
$33.19 - $38.23 $99.6 - $115
22.4K $827K
NRZ
New Residential Investment Corp.

Real Estate
-1.92K
- 11.22%
N/A
15.2K $110K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.12K
- 5.63%
$58.01 - $64.46 $123K - $137K
35.6K $2.21M
AME
Ametek Inc

Industrials
-15
- 1.24%
$170.39 - $190.43 $2.56K - $2.86K
1.19K $205K
OGN
Organon & Co.

Healthcare
-655
- 1.2%
$14.29 - $16.41 $9.36K - $10.7K
53.8K $801K
FTV
Fortive Corp

Technology
-74
- 2.33%
$71.82 - $82.98 $5.31K - $6.14K
3.1K $226K
IXUS
Ishares Tr

ETFs
-1.71K
- 5.73%
$65.06 - $72.31 $111K - $124K
28.1K $1.96M
OEF
Ishares S&P 100 ETF

ETFs
-40
- 4.49%
N/A
850 $226K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.62K
- 2.86%
$27.01 - $28.54 $43.7K - $46.1K
54.8K $1.53M
LHX
L3 Harris Technologies, Inc.

Industrials
-33
- 1.99%
$194.65 - $222.86 $6.42K - $7.35K
1.63K $340K
IDXX
Idexx Laboratories Inc

Healthcare
-56
- 2.5%
$406.29 - $469.04 $22.8K - $26.3K
2.19K $918K
VOE
Vanguard Mid Cap Value Index F

ETFs
-3
- 0.06%
$156.61 - $168.02 $470 - $504
5.17K $829K
RBBN
Ribbon Communications Inc.

Communication Services
-249
- 1.02%
$3.78 - $5.14 $941 - $1.28K
24.1K $94K
ITA
Ishares Tr

ETFs
-369
- 5.61%
$144.84 - $159.5 $53.4K - $58.9K
6.21K $950K
XLI
Industrial Sector Spdr

ETFs
-20
- 0.47%
$128.78 - $141.67 $2.58K - $2.83K
4.2K $550K
MCO
Moodys Corp

Financial Services
-1
- 0.17%
$437.8 - $527.48 $438 - $527
604 $281K
VAW
Vanguard Materials ETF

ETFs
-40
- 1.93%
$185.71 - $202.46 $7.43K - $8.1K
2.03K $384K
KMB
Kimberly Clark Corp

Consumer Defensive
-463
- 8.44%
$124.46 - $147.4 $57.6K - $68.2K
5.03K $714K
IEMG
Ishares Inc

ETFs
-77
- 1.13%
N/A
6.74K $361K
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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