Essex LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $482 Million distributed in 169 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $45M, Vanguard Sht Term Corp Bd ETF with a value of $35M, Spdr Bloomberg Short Term High with a value of $26.5M, Technology Sector Spdr with a value of $24.4M, and Schwab Strategic Tr Us Large C with a value of $19.6M.
Examining the 13F form we can see an increase of $43.6M in the current position value, from $438M to 482M.
Below you can find more details about Essex LLC portfolio as well as his latest detailed transactions.
Portfolio value
$482 Million
ETFs: $309 Million
Technology: $40.9 Million
Financial Services: $31.4 Million
Industrials: $28.7 Million
Healthcare: $20.5 Million
Communication Services: $17.9 Million
Consumer Defensive: $8.84 Million
Consumer Cyclical: $8.18 Million
Other: $16.8 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
