Essex LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $470 Million distributed in 170 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $45.1M, Vanguard Sht Term Corp Bd ETF with a value of $35M, Spdr Bloomberg Short Term High with a value of $26.6M, Technology Sector Spdr with a value of $24.8M, and Schwab Strategic Tr Us Large C with a value of $21.1M.
Examining the 13F form we can see an decrease of $11.9M in the current position value, from $482M to 470M.
Below you can find more details about Essex LLC portfolio as well as his latest detailed transactions.
Portfolio value
$470 Million
ETFs: $309 Million
Technology: $37.2 Million
Financial Services: $32.8 Million
Industrials: $26.3 Million
Communication Services: $19.1 Million
Healthcare: $16 Million
Consumer Cyclical: $7.9 Million
Consumer Defensive: $7.77 Million
Other: $14.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
