Essex Private Wealth Management, LLC Portfolio Holdings by Sector

Essex Private Wealth Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs HDV IJR VHT XLY FBND XT RSP TOTL 18 stocks	$25,093 66.46% of portfolio	9	3	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$6,079 16.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$1,435 3.8% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,398 3.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PATH 2 stocks	$692 1.83% of portfolio	2	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META 2 stocks	$677 1.79% of portfolio	-	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$516 1.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services DNP 1 stocks	$442 1.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Regulated Water \| Utilities AWK 1 stocks	$304 0.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$287 0.76% of portfolio	-	1	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$284 0.75% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$255 0.68% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM 1 stocks	$239 0.63% of portfolio	1	-	1	-	0 Calls 0 Puts
Solar \| Technology SHLS 1 stocks	$56 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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