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
CRWD
Crowd Strike Holdings, Inc.

Technology
-111
- 12.28%
$275.15 - $388.2 $30.5K - $43.1K
793 $271K
CCJ
Cameco Corp

Energy
-50
- 0.9%
$48.64 - $61.14 $2.43K - $3.06K
5.51K $283K
BXSL
Blackstone Secured Lending Fund

Financial Services
-990
- 5.85%
$29.25 - $33.27 $29K - $32.9K
15.9K $514K
SBR
Sabine Royalty Trust

Energy
-112
- 1.13%
$60.18 - $66.67 $6.74K - $7.47K
9.84K $637K
EQT
Eqt Corp

Energy
-1.19K
- 14.27%
$35.62 - $46.89 $42.2K - $55.6K
7.12K $328K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-60
- 2.65%
$316.94 - $357.88 $19K - $21.5K
2.2K $756K
DFS
Discover Financial Services

Financial Services
-468
- 14.05%
$136.3 - $182.67 $63.8K - $85.5K
2.86K $495K
NOW
Service Now, Inc.

Technology
-24
- 7.1%
$867.18 - $1148.42 $20.8K - $27.6K
314 $332K
ISRG
Intuitive Surgical Inc

Healthcare
-49
- 2.66%
$471.27 - $550.62 $23.1K - $27K
1.79K $935K
COF
Capital One Financial Corp

Financial Services
-89
- 5.24%
$145.19 - $192.01 $12.9K - $17.1K
1.61K $286K
IYW
Ishares Dj Us Tech ETF

ETFs
-85
- 1.25%
$148.14 - $166.23 $12.6K - $14.1K
6.71K $1.07M
MO
Altria Group, Inc.

Consumer Defensive
-86
- 0.24%
$49.06 - $57.74 $4.22K - $4.97K
35.7K $1.86M
XPO
Xpo Logistics, Inc.

Industrials
-31
- 1.62%
$105.35 - $158.2 $3.27K - $4.9K
1.89K $247K
ARCC
Ares Capital Corp

Financial Services
-3.05K
- 2.57%
$20.74 - $22.27 $63.3K - $68K
116K $2.53M
ARKQ
Ark Autonomous Technology & Ro

ETFs
-120
- 2.99%
$60.57 - $82.2 $7.27K - $9.86K
3.89K $300K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-402
- 2.31%
$16.43 - $22.77 $6.6K - $9.15K
17K $373K
RJF
Raymond James Financial Inc

Financial Services
-93
- 3.26%
$123.0 - $170.1 $11.4K - $15.8K
2.76K $428K
SCHW
Schwab Charles Corp

Financial Services
-473
- 3.52%
$63.31 - $82.85 $29.9K - $39.2K
13K $960K
XLF
Financial Sector Spdr

ETFs
-136
- 0.43%
$44.89 - $51.34 $6.11K - $6.98K
31.6K $1.53M
ET
Energy Transfer LP

Energy
-3.17K
- 7.24%
$16.05 - $19.86 $50.9K - $63K
40.6K $796K
KMI
Kinder Morgan, Inc.

Energy
-5.25K
- 10.91%
$22.59 - $28.54 $119K - $150K
42.9K $1.17M
MS
Morgan Stanley

Financial Services
-5
- 0.09%
$104.42 - $134.99 $522 - $675
5.8K $728K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-402
- 3.67%
$370.24 - $418.94 $149K - $168K
10.5K $4.23M
BMY
Bristol Myers Squibb CO

Healthcare
-1.69K
- 3.24%
$51.92 - $59.94 $87.7K - $101K
50.4K $2.85M
IWP
Ishares Russell Mid Cap Growth

ETFs
-117
- 0.53%
$116.4 - $138.52 $13.6K - $16.2K
21.8K $2.76M
KNTK
Kinetik Holdings Inc.

Energy
-592
- 2.79%
$45.65 - $61.95 $27K - $36.7K
20.6K $1.18M
VTI
Vanguard Total Stock Market Et

ETFs
-15
- 0.05%
$280.04 - $302.45 $4.2K - $4.54K
33.1K $9.58M
WFC
Wells Fargo & Company

Financial Services
-68
- 0.36%
$54.98 - $77.35 $3.74K - $5.26K
18.9K $1.33M
GS
Goldman Sachs Group Inc

Financial Services
-10
- 0.23%
$486.1 - $608.57 $4.86K - $6.09K
4.31K $2.47M
WMT
Walmart Inc.

Consumer Defensive
-554
- 1.06%
$79.1 - $95.7 $43.8K - $53K
51.9K $4.69M
GOOGL
Alphabet Inc.

Communication Services
-81
- 0.07%
$161.86 - $196.66 $13.1K - $15.9K
111K $21.1M
TPL
Texas Pacific Land Corp

Energy
-347
- 2.18%
$915.49 - $1730.0 $318K - $600K
15.5K $17.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-285
- 0.86%
$213.65 - $479.86 $60.9K - $137K
33K $13.3M
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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