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.