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
SBUX
Starbucks Corp

Consumer Cyclical
-184
- 1.78%
$91.75 - $115.81 $16.9K - $21.3K
10.1K $993K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-24
- 3.0%
$402.49 - $513.76 $9.66K - $12.3K
777 $376K
SLV
I Shares Silver Trust

ETFs
-2.68K
- 8.31%
$26.93 - $31.32 $72.1K - $83.9K
29.5K $915K
AWK
American Water Works Company, Inc.

Utilities
-233
- 5.21%
$121.01 - $149.31 $28.2K - $34.8K
4.24K $625K
ADP
Automatic Data Processing Inc

Industrials
-6
- 0.1%
$286.85 - $318.64 $1.72K - $1.91K
6.02K $1.84M
BK
Bank Of New York Mellon Corp

Financial Services
-524
- 3.1%
$75.42 - $88.95 $39.5K - $46.6K
16.4K $1.38M
MMM
3 M CO

Industrials
-695
- 6.9%
$129.7 - $155.12 $90.1K - $108K
9.38K $1.38M
COMP
Compass, Inc.

Technology
-59
- 0.21%
$5.35 - $10.24 $316 - $604
28.4K $247K
AZN
Astrazeneca PLC

Healthcare
-56
- 0.51%
$65.37 - $77.96 $3.66K - $4.37K
10.9K $798K
PAYX
Paychex Inc

Industrials
-285
- 3.07%
$136.06 - $154.52 $38.8K - $44K
8.99K $1.39M
ED
Consolidated Edison Inc

Utilities
-101
- 2.05%
$88.0 - $110.59 $8.89K - $11.2K
4.83K $534K
ALL
Allstate Corp

Financial Services
-170
- 1.85%
$180.99 - $210.18 $30.8K - $35.7K
9.02K $1.87M
VDE
Vanguard Energy ETF

ETFs
-122
- 0.88%
$119.14 - $132.76 $14.5K - $16.2K
13.8K $1.79M
TRV
Travelers Companies, Inc.

Financial Services
-245
- 3.3%
$232.43 - $265.13 $56.9K - $65K
7.17K $1.9M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
-1.1K
- 8.69%
$43.79 - $57.46 $48.2K - $63.2K
11.6K $661K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.17K
- 1.65%
$97.38 - $104.52 $211K - $227K
130K $13.2M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-175
- 0.42%
$128.74 - $138.67 $22.5K - $24.3K
41.7K $5.65M
RAAX
Vaneck ETF Trust Inflation All

ETFs
-268
- 0.43%
$28.3 - $30.43 $7.58K - $8.16K
62.2K $1.89M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.63K
- 4.21%
$68.32 - $75.06 $248K - $272K
82.6K $6.17M
FNV
Franco Nevada Corp

Basic Materials
-49
- 1.26%
$120.72 - $157.56 $5.92K - $7.72K
3.84K $605K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-13
- 1.9%
$1187.71 - $1432.58 $15.4K - $18.6K
671 $961K
T
At&T Inc.

Communication Services
-12.4K
- 12.93%
$21.56 - $28.28 $267K - $350K
83.3K $2.35M
SO
Southern CO

Utilities
-2.33K
- 5.53%
$80.96 - $92.96 $189K - $217K
39.9K $3.66M
V
Visa Inc.

Financial Services
-1.88K
- 7.32%
$306.92 - $362.71 $577K - $682K
23.8K $8.35M
YUM
Yum Brands Inc

Consumer Cyclical
-3
- 0.03%
$123.25 - $162.53 $370 - $488
10.1K $1.59M
AMGN
Amgen Inc

Healthcare
-92
- 1.77%
$258.59 - $327.36 $23.8K - $30.1K
5.11K $1.59M
MCD
Mcdonalds Corp

Consumer Cyclical
-182
- 1.36%
$279.74 - $321.29 $50.9K - $58.5K
13.2K $4.13M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 11.11%
$663000.0 - $801950.0 $663K - $802K
8 $6.39M
MCK
Mckesson Corp

Healthcare
-56
- 1.89%
$566.21 - $672.99 $31.7K - $37.7K
2.9K $1.95M
DE
Deere & CO

Industrials
-152
- 1.97%
$408.57 - $509.27 $62.1K - $77.4K
7.55K $3.54M
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-450
- 0.64%
$26.05 - $30.88 $11.7K - $13.9K
70.4K $2.17M
VZ
Verizon Communications Inc

Communication Services
-1.12K
- 1.32%
$37.81 - $46.49 $42.5K - $52.2K
83.8K $3.8M
ABT
Abbott Laboratories

Healthcare
-211
- 0.86%
$111.1 - $140.22 $23.4K - $29.6K
24.2K $3.21M
ROP
Roper Technologies Inc

Industrials
-118
- 1.3%
$502.71 - $593.81 $59.3K - $70.1K
8.96K $5.28M
LLY
Eli Lilly & CO

Healthcare
-941
- 3.62%
$725.72 - $929.72 $683K - $875K
25.1K $20.7M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-684
- 2.01%
$55.75 - $77.63 $38.1K - $53.1K
33.3K $2.59M
PM
Philip Morris International Inc.

Consumer Defensive
-2.04K
- 7.2%
$117.15 - $158.79 $239K - $324K
26.3K $4.18M
XOM
Exxon Mobil Corp

Energy
-5.43K
- 4.09%
$105.44 - $118.93 $573K - $646K
127K $15.1M
ABBV
Abb Vie Inc.

Healthcare
-986
- 2.55%
$169.2 - $216.66 $167K - $214K
37.7K $7.9M
JNJ
Johnson & Johnson

Healthcare
-1.16K
- 1.93%
$142.06 - $167.7 $165K - $195K
58.9K $9.77M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-308
- 0.88%
$442.66 - $534.52 $136K - $165K
34.8K $18.6M
TPL
Texas Pacific Land Corp

Energy
-244
- 1.57%
$1180.08 - $1431.01 $288K - $349K
15.3K $20.3M
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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