Essex Savings Bank has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $369 Million distributed in 500 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chevron Corp with a value of $21.3M, Exxon Mobil Corp with a value of $20.7M, Apple Inc. with a value of $19.1M, Microsoft Corp with a value of $11.4M, and Johnson & Johnson with a value of $11.3M.

Examining the 13F form we can see an increase of $26.5M in the current position value, from $343M to 369M.

Below you can find more details about Essex Savings Bank portfolio as well as his latest detailed transactions.

Portfolio value $369 Million
ETFs: $66.5 Million
Technology: $57.2 Million
Industrials: $46.8 Million
Energy: $46.3 Million
Healthcare: $43.3 Million
Financial Services: $40.2 Million
Consumer Defensive: $24.4 Million
Consumer Cyclical: $19.5 Million
Other: $25 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 500
  • Current Value $369 Million
  • Prior Value $343 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 22, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Essex Savings Bank Portfolio

Follow Essex Savings Bank and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Savings Bank, based on Form 13F filings with the SEC.


Stay updated on Essex Savings Bank with notifications on news.