Essex LLC Sells in Q2 2025

Essex LLC

  • $498 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
-29.5K
- 86.87%
$79.69 - $99.41 $2.35M - $2.93M
4.46K $408K
SJNK
Spdr Bloomberg Short Term High

ETFs
-38.3K
- 3.52%
$24.12 - $25.48 $923K - $976K
1.05M $26.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-535
- 2.79%
$212.1 - $244.27 $113K - $131K
18.6K $4.07M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-42.3K
- 5.25%
$17.99 - $18.99 $762K - $804K
764K $14.5M
JNJ
Johnson & Johnson

Healthcare
-754
- 3.01%
$146.36 - $159.82 $110K - $121K
24.3K $3.71M
HON
Honeywell International Inc

Industrials
-2.84K
- 21.36%
$182.86 - $232.88 $520K - $662K
10.5K $2.44M
PG
Procter & Gamble CO

Consumer Defensive
-981
- 5.24%
$157.66 - $172.39 $155K - $169K
17.7K $2.82M
PEP
Pepsico Inc

Consumer Defensive
-432
- 2.64%
$128.02 - $151.37 $55.3K - $65.4K
15.9K $2.1M
XNCR
Xencor Inc

Healthcare
-3.7K
- 3.37%
$7.52 - $11.26 $27.8K - $41.7K
106K $832K
DE
Deere & CO

Industrials
-1.48K
- 12.69%
$412.99 - $531.48 $612K - $788K
10.2K $5.19M
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.94K
- 22.36%
$55.13 - $75.25 $107K - $146K
6.72K $461K
MLPX
Global X Mlp & Energy Infrastr

ETFs
-1.4K
- 2.41%
$55.32 - $65.02 $77.3K - $90.9K
56.7K $3.55M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.9K
- 3.95%
$50.36 - $50.68 $146K - $147K
70.6K $3.58M
CTVA
Corteva, Inc.

Basic Materials
-3.5K
- 33.02%
$55.52 - $74.53 $194K - $261K
7.1K $528K
DOCU
Docusign, Inc.

Technology
-1.36K
- 22.82%
$70.35 - $93.84 $95.3K - $127K
4.58K $356K
BXP
Boston Properties Inc

Real Estate
-1.62K
- 4.97%
$56.86 - $74.12 $92.3K - $120K
31.1K $2.1M
GS
Goldman Sachs Group Inc

Financial Services
-5.08K
- 23.39%
$462.22 - $707.75 $2.35M - $3.59M
16.6K $11.8M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-50
- 7.44%
$390.26 - $489.06 $19.5K - $24.5K
622 $252K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-1.36K
- 19.86%
$50.1 - $51.02 $67.9K - $69.1K
5.47K $278K
OBE
Obsidian Energy Ltd.

Energy
-8K
- 12.93%
$3.95 - $6.02 $31.6K - $48.2K
53.9K $299K
SO
Southern CO

Utilities
-628
- 2.68%
$84.91 - $92.56 $53.3K - $58.1K
22.8K $2.09M
IDU
Ishares Tr U S Utils ETF

ETFs
-974
- 6.24%
$93.98 - $106.11 $91.5K - $103K
14.6K $1.53M
WM
Waste Management Inc

Industrials
-25
- 0.32%
$216.47 - $242.1 $5.41K - $6.05K
7.89K $1.81M
CHDN
Churchill Downs Inc

Consumer Cyclical
-18
- 0.73%
$87.99 - $111.79 $1.58K - $2.01K
2.46K $248K
HD
Home Depot, Inc.

Consumer Cyclical
-57
- 6.28%
$335.24 - $380.78 $19.1K - $21.7K
850 $311K
IYK
Ishares U.S. Consumer Staples

ETFs
-37
- 0.31%
$67.29 - $72.42 $2.49K - $2.68K
12.1K $850K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.35K
- 2.15%
$16.93 - $17.81 $22.9K - $24.1K
61.4K $1.09M
SOUN
Soundhound Ai, Inc.

Technology
-6.86K
- 27.95%
$7.18 - $11.76 $49.2K - $80.6K
17.7K $189K
DGRO
Ishares Core Dividend Growth E

ETFs
-275
- 6.03%
$55.22 - $63.94 $15.2K - $17.6K
4.29K $273K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-112
- 2.16%
$48.5 - $49.35 $5.43K - $5.53K
5.08K $250K
V
Visa Inc.

Financial Services
-28
- 2.46%
$308.27 - $373.31 $8.63K - $10.5K
1.11K $394K
Linde PLC
-1.29K
- 18.15%
N/A
5.79K $0
Ge Vernova Inc
-798
- 19.66%
N/A
3.26K $0
AMT
American Tower Corp

Real Estate
-11
- 1.0%
$203.96 - $228.19 $2.24K - $2.51K
1.09K $241K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-80
- 3.54%
$108.87 - $133.04 $8.71K - $10.6K
2.18K $290K
FTNT
Fortinet, Inc.

Technology
-80
- 3.11%
$84.71 - $108.69 $6.78K - $8.7K
2.49K $263K
BX
Blackstone Inc.

Financial Services
-25
- 1.23%
$120.07 - $151.11 $3K - $3.78K
2K $299K
WMT
Walmart Inc.

Consumer Defensive
-148
- 4.59%
$81.79 - $99.98 $12.1K - $14.8K
3.07K $300K
BUG
Global X Fds Cybersecurity ETF

ETFs
-3.05K
- 10.96%
$29.9 - $37.1 $91.2K - $113K
24.8K $919K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-102
- 1.18%
$103.88 - $123.68 $10.6K - $12.6K
8.58K $1.06M
XLU
Utilities Sector Spdr

ETFs
-165
- 1.2%
$73.09 - $82.77 $12.1K - $13.7K
13.6K $1.11M
BTI
British American Tobacco P.L.C.

Consumer Defensive
-65
- 0.92%
$39.43 - $49.34 $2.56K - $3.21K
6.99K $330K
HEI
Heico Corp

Industrials
-55
- 5.79%
$236.44 - $328.0 $13K - $18K
895 $293K
SHOP
Shopify Inc.

Technology
-100
- 2.19%
$76.89 - $115.35 $7.69K - $11.5K
4.48K $516K
KOMP
Spdr S&P Kensho New Economies

ETFs
-45
- 0.4%
$40.86 - $54.38 $1.84K - $2.45K
11.2K $606K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-1.47K
- 4.52%
$22.27 - $29.21 $32.8K - $43K
31.1K $907K
IVV
Ishares Core S&P 500 ETF

ETFs
-167
- 4.43%
$498.8 - $620.9 $83.3K - $104K
3.61K $2.24M
CSCO
Cisco Systems, Inc.

Technology
-3.66K
- 7.51%
$53.19 - $69.38 $195K - $254K
45.1K $3.13M
VCIT
Vanguard Intermediate Term Cor

ETFs
-6.81K
- 1.14%
$79.56 - $82.92 $542K - $565K
590K $48.9M
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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