Essex Financial Services, Inc. Portfolio Holdings
Essex Financial Services, Inc.
- $2.07 Billion
- Q3 2024
Essex Financial Services, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.07 Billion distributed in 624 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $470M, Vanguard Small Cap Value ETF with a value of $245M, Apple Inc. with a value of $75.1M, Invesco Qqq Trust, Series 1 with a value of $46.5M, and Microsoft Corp with a value of $45.3M.
Examining the 13F form we can see an increase of $23.1M in the current position value, from $2.04B to 2.07B.
Below you can find more details about Essex Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$2.07 Billion
ETFs: $1.28 Billion
Technology: $189 Million
Financial Services: $113 Million
Industrials: $103 Million
Healthcare: $95.7 Million
Consumer Cyclical: $79.2 Million
Energy: $55 Million
Consumer Defensive: $50.9 Million
Other: $87.5 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 624
- Current Value $2.07 Billion
- Prior Value $2.04 Billion
- Filing
- Period Q3 2024
- Filing Date October 24, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 47 stocks
- Additional Purchases 197 stocks
- Sold out of 0 stocks
- Reduced holdings in 331 stocks