Essex Private Wealth Management, LLC Portfolio Holdings by Sector
Essex Private Wealth Management, LLC
- $31.1 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
HDV IJR FBND VHT XLY XT TOTL RSP 18 stocks |
$21,106
67.76% of portfolio
|
  7  
|
  6  
|
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$5,054
16.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,030
3.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$906
2.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$540
1.73% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
DNP 1 stocks |
$442
1.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$326
1.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Waste Management | Industrials
WM 1 stocks |
$292
0.94% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL 1 stocks |
$268
0.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$259
0.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$254
0.82% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
PWR 1 stocks |
$208
0.67% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
BLDR 1 stocks |
$208
0.67% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
WSM 1 stocks |
$200
0.64% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
SMR 1 stocks |
$53
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|