Essex LLC Incresed Positions in Q1 2025

Essex LLC

  • $455 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
35.1K
+ 6.25%
$79.17 - $82.04 $2.78M - $2.88M
597K $48.8M
XLV
Select Sector Spdr Fund Health

ETFs
8.69K
+ 28.19%
$137.61 - $149.68 $1.2M - $1.3M
39.5K $5.77M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
21.5K
+ 2.98%
$18.36 - $20.51 $395K - $441K
742K $14.7M
XLF
Financial Sector Spdr

ETFs
16.4K
+ 11.48%
$47.32 - $52.19 $774K - $853K
159K $7.91M
SJNK
Spdr Bloomberg Short Term High

ETFs
36.7K
+ 3.49%
$25.08 - $25.64 $920K - $941K
1.09M $27.4M
GE
General Electric CO

Industrials
484
+ 2.46%
$168.59 - $212.13 $81.6K - $103K
20.2K $4.03M
XLY
Select Sector Spdr Consumer Di

ETFs
4.03K
+ 119.79%
$192.6 - $233.2 $775K - $939K
7.39K $1.46M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.97K
+ 0.66%
$77.7 - $78.94 $231K - $234K
452K $35.7M
XLI
Industrial Sector Spdr

ETFs
5.08K
+ 13.34%
$128.78 - $141.67 $654K - $720K
43.2K $5.66M
FNDE
Schwab Fundamental Emerging Mk

ETFs
8.74K
+ 5.81%
$28.11 - $32.0 $246K - $280K
159K $4.91M
XLP
Consumer Staples Sector Spdr

ETFs
6.33K
+ 31.1%
N/A
26.7K $2.03M
XLC
Select Sector Spdr Tr Communic

ETFs
4.95K
+ 8.89%
$94.84 - $105.31 $469K - $521K
60.6K $5.85M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
14.3K
+ 8.99%
$28.55 - $29.09 $409K - $416K
173K $5.01M
XLE
Energy Sector Spdr

ETFs
3.19K
+ 17.61%
$85.7 - $93.96 $274K - $300K
21.3K $1.99M
SCHX
Schwab Strategic Tr Us Large C

ETFs
59.9K
+ 6.59%
$21.75 - $24.28 $1.3M - $1.45M
969K $21.4M
COST
Costco Wholesale Corp

Consumer Defensive
312
+ 37.55%
$890.62 - $1076.86 $278K - $336K
1.14K $1.08M
LLY
Eli Lilly & CO

Healthcare
224
+ 11.31%
$725.72 - $929.72 $163K - $208K
2.2K $1.82M
XLB
Select Sector Spdr Fd Material

ETFs
1.52K
+ 9.82%
$83.19 - $90.99 $126K - $138K
17K $1.46M
XLU
Utilities Sector Spdr

ETFs
1.24K
+ 9.95%
$74.7 - $80.27 $92.9K - $99.9K
13.7K $1.08M
AVGO
Broadcom Inc.

Technology
1.37K
+ 95.13%
$167.43 - $244.7 $229K - $335K
2.81K $469K
TSLA
Tesla, Inc.

Consumer Cyclical
1.11K
+ 101.92%
$222.15 - $428.22 $247K - $477K
2.21K $571K
META
Meta Platforms, Inc.

Communication Services
267
+ 5.62%
$576.36 - $736.67 $154K - $197K
5.02K $2.89M
GLD
Spdr Gold Trust

ETFs
4
+ 0.22%
$243.19 - $288.14 $973 - $1.15K
1.85K $533K
VTI
Vanguard Total Stock Market Et

ETFs
469
+ 12.18%
$271.18 - $303.12 $127K - $142K
4.32K $1.19M
CVX
Chevron Corp

Energy
4
+ 0.18%
$146.71 - $167.97 $587 - $672
2.24K $374K
CRM
Salesforce, Inc.

Technology
611
+ 33.19%
$268.36 - $359.95 $164K - $220K
2.45K $658K
IDCC
Inter Digital, Inc.

Communication Services
1
+ 0.04%
$171.68 - $225.72 $172 - $226
2.53K $523K
UNP
Union Pacific Corp

Industrials
1
+ 0.05%
$225.21 - $254.42 $225 - $254
1.98K $468K
VNQ
Vanguard Specialized Funds Van

ETFs
38
+ 0.96%
$85.55 - $94.34 $3.25K - $3.58K
3.98K $360K
VIG
Vanguard Dividend Appreciation

ETFs
28
+ 0.47%
N/A
5.92K $1.08M
Arista Networks Inc
373
+ 3.53%
N/A
10.9K $0
Linde PLC
138
+ 1.99%
N/A
7.08K $0
HD
Home Depot, Inc.

Consumer Cyclical
24
+ 2.72%
$347.25 - $424.87 $8.33K - $10.2K
907 $332K
BAC
Bank Of America Corp

Financial Services
7
+ 0.08%
$39.61 - $47.74 $277 - $334
9.23K $385K
VUG
Vanguard Growth ETF

ETFs
50
+ 3.92%
$369.1 - $427.61 $18.5K - $21.4K
1.32K $490K
AMZN
Amazon Com Inc

Consumer Cyclical
1.15K
+ 9.48%
$190.26 - $242.06 $220K - $279K
13.3K $2.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
15
+ 0.25%
$551.42 - $612.93 $8.27K - $9.19K
5.98K $3.34M
NVDA
Nvidia Corp

Technology
3.26K
+ 9.72%
$106.98 - $149.43 $349K - $487K
36.8K $3.99M
XLK
Technology Sector Spdr

ETFs
2.75K
+ 2.57%
$206.38 - $242.18 $567K - $665K
110K $22.6M
Activity Summary
Buys All Purchases 51 New Holdings 11 Increased Positions 40 Sells All Sells 87 Reductions 87 Sold out 0 Options Calls 0 Puts 0
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