Essex Financial Services, Inc. Portfolio Holdings
Essex Financial Services, Inc.
- $1.55 Billion
- Q3 2025
Essex Financial Services, Inc. has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.55 Billion distributed in 748 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $82.8M, Invesco Qqq Trust, Series 1 with a value of $60M, Microsoft Corp with a value of $55M, Vanguard S&P 500 Growth ETF with a value of $39.7M, and Nvidia Corp with a value of $35M.
Examining the 13F form we can see an increase of $122M in the current position value, from $1.43B to 1.55B.
Below you can find more details about Essex Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.55 Billion
ETFs: $696 Million
Technology: $238 Million
Financial Services: $137 Million
Industrials: $94.1 Million
Healthcare: $81.6 Million
Consumer Cyclical: $72.8 Million
Communication Services: $64.9 Million
Energy: $56.9 Million
Other: $88.2 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 748
- Current Value $1.55 Billion
- Prior Value $1.43 Billion
- Filing
- Period Q3 2025
- Filing Date November 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 81 stocks
- Additional Purchases 343 stocks
- Sold out of 0 stocks
- Reduced holdings in 268 stocks