Essex Private Wealth Management, LLC Purchases in Q3 2024

Essex Private Wealth Management, LLC

Stock	Shares change	Price Range	Shares Held
HDV Ishares Core High Dividend ETF ETFs	1.47K + 3.4%	$107.62 - $118.76 $159K - $175K	44.8K $5.27M
IJR Ishares Core S&P Sm Cap ETF ETFs	1.27K + 4.72%	$105.53 - $118.34 $134K - $150K	28.1K $3.28M
XLY Select Sector Spdr Consumer Di ETFs	274 + 2.09%	$170.05 - $200.86 $46.6K - $55K	13.4K $2.68M
WSM Williams Sonoma Inc Consumer Cyclical	1.54K New	$128.47 - $280.94 $198K - $434K	1.54K $239K
VHT Vanguard Health Care ETF ETFs	227 + 2.45%	$261.88 - $288.1 $59.4K - $65.4K	9.5K $2.68M
FBND Fidelity Merrimack Str Tr Tota ETFs	2.34K + 4.3%	$44.65 - $47.21 $104K - $110K	56.8K $2.65M
SCZ Ishares Tr Msci Eafe Small Cap ETFs	3.02K New	$60.13 - $68.17 $182K - $206K	3.02K $204K
PATH Ui Path, Inc. Technology	10K New	$10.75 - $13.24 $108K - $132K	10K $128K
TSLA Tesla, Inc. Consumer Cyclical	1 + 0.05%	$191.76 - $263.26 $192 - $263	1.97K $516K
RSP Invesco S&P 500 Equal Weight E ETFs	156 + 2.44%	$162.83 - $179.16 $25.4K - $27.9K	6.55K $1.17M
XT Ishares Tr Exponential Technol ETFs	550 + 1.6%	$54.51 - $61.59 $30K - $33.9K	34.9K $2.12M
SDY Spdr Series Tr Spdr S&P Divide ETFs	23 + 0.51%	$125.95 - $142.04 $2.9K - $3.27K	4.52K $642K
SHLS Shoals Technologies Group, Inc. Technology	10K New	$5.1 - $7.06 $51K - $70.6K	10K $56K
MSFT Microsoft Corp Technology	51 + 4.04%	$395.15 - $467.56 $20.2K - $23.8K	1.31K $564K
Fidelity Covington Trust	250 + 0.43%	N/A	58.4K $0
NVDA Nvidia Corp Technology	12 + 0.1%	$98.91 - $134.91 $1.19K - $1.62K	11.8K $1.44M

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