Essex Financial Services, Inc. Portfolio Holdings
Essex Financial Services, Inc.
- $1.43 Billion
- Q2 2025
Essex Financial Services, Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.43 Billion distributed in 688 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $67.3M, Invesco Qqq Trust, Series 1 with a value of $55.1M, Microsoft Corp with a value of $53.3M, Vanguard S&P 500 Growth ETF with a value of $35.7M, and Nvidia Corp with a value of $30.1M.
Examining the 13F form we can see an increase of $101M in the current position value, from $1.33B to 1.43B.
Below you can find more details about Essex Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.43 Billion
ETFs: $639 Million
Technology: $209 Million
Financial Services: $132 Million
Industrials: $89.1 Million
Healthcare: $77.9 Million
Consumer Cyclical: $65.9 Million
Communication Services: $56.5 Million
Energy: $56 Million
Other: $86.8 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 688
- Current Value $1.43 Billion
- Prior Value $1.33 Billion
- Filing
- Period Q2 2025
- Filing Date July 16, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 78 stocks
- Additional Purchases 345 stocks
- Sold out of 0 stocks
- Reduced holdings in 222 stocks