Essex LLC Purchases in Q2 2025

Essex LLC

  • $498 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
15.5K
+ 14.15%
$179.73 - $253.23 $2.79M - $3.92M
125K $31.7M
NVDA
Nvidia Corp

Technology
33.8K
+ 91.95%
$94.31 - $157.99 $3.19M - $5.35M
70.7K $11.2M
IYW
Ishares Dj Us Tech ETF

ETFs
9.96K
+ 25.53%
$122.57 - $173.27 $1.22M - $1.73M
49K $8.49M
XSW
Spdr S&P Software & Services E

ETFs
15.6K
New
$141.65 - $189.82 $2.21M - $2.97M
15.6K $2.97M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
35.7K
+ 4.81%
$17.76 - $22.1 $634K - $789K
778K $17.2M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
48K
+ 8.29%
$22.92 - $28.05 $1.1M - $1.35M
628K $17.6M
AMZN
Amazon Com Inc

Consumer Cyclical
6.37K
+ 47.83%
$167.32 - $223.3 $1.07M - $1.42M
19.7K $4.32M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
69.2K
+ 66.28%
$21.85 - $22.76 $1.51M - $1.58M
174K $3.95M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
34.4K
+ 71.69%
$40.82 - $43.14 $1.4M - $1.48M
82.3K $3.55M
VO
Vanguard Mid Cap ETF

ETFs
4.55K
+ 562.87%
$228.54 - $279.83 $1.04M - $1.27M
5.36K $1.5M
VV
Vanguard Large Cap ETF

ETFs
3.41K
New
$228.25 - $285.3 $779K - $973K
3.41K $973K
EXC
Exelon Corp

Utilities
20.6K
+ 68.57%
$42.2 - $47.37 $868K - $974K
50.5K $2.19M
XLI
Industrial Sector Spdr

ETFs
530
+ 1.23%
$116.42 - $147.52 $61.7K - $78.2K
43.7K $6.45M
GOOGL
Alphabet Inc.

Communication Services
1.4K
+ 5.81%
$144.7 - $178.6 $202K - $249K
25.4K $4.48M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
6.4K
+ 1.41%
$77.94 - $79.5 $499K - $508K
459K $36.5M
XLC
Select Sector Spdr Tr Communic

ETFs
171
+ 0.28%
$86.13 - $108.53 $14.7K - $18.6K
60.8K $6.6M
SCHA
Schwab Strategic Tr Us Small C

ETFs
832
+ 0.22%
$20.42 - $25.3 $17K - $21K
384K $9.7M
VB
Vanguard Small Cap ETF

ETFs
2.83K
+ 238.99%
$193.73 - $237.37 $549K - $672K
4.02K $951K
GOOG
Alphabet Inc.

Communication Services
336
+ 1.37%
$146.58 - $180.01 $49.3K - $60.5K
24.8K $4.4M
AAPL
Apple Inc.

Technology
5.2K
+ 17.24%
$172.42 - $223.89 $897K - $1.17M
35.4K $7.26M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.39K
+ 26.87%
$55.54 - $69.09 $299K - $372K
25.4K $1.76M
FNDE
Schwab Fundamental Emerging Mk

ETFs
4.74K
+ 2.97%
$26.66 - $33.09 $126K - $157K
164K $5.42M
IBM
International Business Machines Corp

Technology
78
+ 0.8%
$221.03 - $294.78 $17.2K - $23K
9.87K $2.91M
CAH
Cardinal Health Inc

Healthcare
2.78K
New
$125.0 - $168.0 $348K - $467K
2.78K $467K
XLF
Financial Sector Spdr

ETFs
1.15K
+ 0.72%
$43.92 - $52.37 $50.4K - $60.1K
160K $8.38M
IYF
Ishares Tr

ETFs
2.6K
+ 24.26%
$99.23 - $120.99 $258K - $315K
13.3K $1.61M
AVGO
Broadcom Inc.

Technology
336
+ 11.97%
$146.29 - $275.65 $49.2K - $92.6K
3.14K $866K
TSLA
Tesla, Inc.

Consumer Cyclical
840
+ 38.06%
$221.86 - $362.89 $186K - $305K
3.05K $967K
IYJ
Ishares Tr

ETFs
1.92K
+ 19.9%
$115.07 - $142.31 $221K - $274K
11.6K $1.65M
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 0.3%
$496.48 - $617.85 $8.94K - $11.1K
5.99K $3.7M
CVS
Cvs Health Corp

Healthcare
4.79K
+ 106.52%
$60.04 - $70.18 $287K - $336K
9.28K $640K
VTI
Vanguard Total Stock Market Et

ETFs
628
+ 14.54%
$243.75 - $303.93 $153K - $191K
4.95K $1.5M
VOX
Vanguard Communication Service

ETFs
1.8K
New
$133.12 - $171.03 $240K - $309K
1.8K $308K
AIQ
Global X Funds Global X Artifi

ETFs
1.22K
+ 3.79%
$31.5 - $43.69 $38.6K - $53.5K
33.5K $1.46M
XLY
Select Sector Spdr Consumer Di

ETFs
461
+ 6.24%
$176.34 - $218.59 $81.3K - $101K
7.85K $1.71M
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
15.1K
New
$11.71 - $19.37 $177K - $293K
15.1K $243K
GD
General Dynamics Corp

Industrials
47
+ 0.4%
$247.68 - $291.66 $11.6K - $13.7K
11.9K $3.48M
CW
Curtiss Wright Corp

Industrials
465
New
$283.18 - $488.55 $132K - $227K
465 $227K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.21K
+ 20.48%
$39.89 - $49.46 $128K - $159K
18.9K $934K
APP
App Lovin Corp

Technology
640
New
$219.37 - $417.89 $140K - $267K
640 $224K
PANW
Palo Alto Networks Inc

Technology
1.09K
New
$152.44 - $204.64 $166K - $223K
1.09K $223K
MSTR
Microstrategy Inc

Technology
530
New
$237.95 - $421.61 $126K - $223K
530 $214K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
935
New
$141.37 - $228.57 $132K - $214K
935 $211K
ORCL
Oracle Corp

Technology
28
+ 1.07%
$122.82 - $218.63 $3.44K - $6.12K
2.63K $575K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.83K
New
$60.34 - $74.89 $170K - $212K
2.83K $211K
PSTG
Pure Storage, Inc.

Technology
3.62K
New
$37.18 - $57.58 $135K - $208K
3.62K $208K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.9K
New
$59.24 - $71.39 $172K - $207K
2.9K $206K
ABBV
Abb Vie Inc.

Healthcare
1.43K
+ 56.04%
$170.16 - $206.27 $243K - $295K
3.98K $738K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
3.96K
+ 2.28%
$27.29 - $29.28 $108K - $116K
177K $5.2M
Activity Summary
Buys All Purchases 85 New Holdings 16 Increased Positions 69 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 1 Puts 0
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