Essex Financial Services, Inc. Purchases in Q4 2024

Essex Financial Services, Inc.

  • $1.36 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FDVV
Fidelity High Dividend ETF

ETFs
7.12K
+ 12.37%
$49.66 - $52.63 $353K - $375K
64.7K $3.23M
BOND
Pimco Active Bond Exchange Tra

ETFs
4.57K
+ 16.17%
$90.42 - $94.5 $413K - $432K
32.8K $2.97M
TCHP
T Rowe Price Exchange Traded F

Technology
6.96K
New
$39.17 - $43.9 $272K - $305K
6.96K $292K
COP
Conocophillips

Energy
3.85K
+ 26.13%
$95.12 - $114.72 $367K - $442K
18.6K $1.84M
MCK
Mckesson Corp

Healthcare
105
+ 3.68%
$482.27 - $628.5 $50.6K - $66K
2.96K $1.69M
TRV
Travelers Companies, Inc.

Financial Services
964
+ 14.95%
$225.97 - $266.66 $218K - $257K
7.41K $1.79M
VB
Vanguard Small Cap ETF

ETFs
857
+ 4.17%
$233.76 - $261.58 $200K - $224K
21.4K $5.14M
T
At&T Inc.

Communication Services
8.84K
+ 10.18%
$21.22 - $23.88 $188K - $211K
95.6K $2.18M
BK
Bank Of New York Mellon Corp

Financial Services
2.54K
+ 17.62%
$70.82 - $81.87 $180K - $208K
16.9K $1.3M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
3.07K
+ 10.05%
$94.79 - $95.69 $291K - $294K
33.6K $3.19M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
1.97K
+ 11.72%
$154.42 - $163.91 $303K - $322K
18.7K $2.9M
CMI
Cummins Inc

Industrials
289
+ 4.67%
$324.93 - $383.42 $93.9K - $111K
6.48K $2.26M
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
4.35K
New
$58.46 - $65.6 $254K - $285K
4.35K $254K
PSX
Phillips 66

Energy
2.68K
+ 84.31%
$110.35 - $138.93 $295K - $372K
5.85K $666K
SNOW
Snowflake Inc.

Technology
1.61K
New
$109.65 - $186.51 $176K - $299K
1.61K $247K
UAL
United Airlines Holdings, Inc.

Industrials
2.53K
New
$55.62 - $102.44 $141K - $259K
2.53K $245K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
77
+ 0.8%
$172.07 - $207.36 $13.2K - $16K
9.69K $1.91M
AFRM
Affirm Holdings, Inc.

Technology
4K
New
$38.48 - $72.86 $154K - $292K
4K $243K
KMX
Carmax Inc

Consumer Cyclical
2.88K
New
$71.11 - $87.2 $205K - $251K
2.88K $235K
FTNT
Fortinet, Inc.

Technology
2.49K
New
$76.49 - $99.21 $190K - $247K
2.49K $234K
GWW
W.W. Grainger, Inc.

Industrials
221
New
$1023.06 - $1220.93 $226K - $270K
221 $232K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.76K
New
$125.36 - $147.37 $221K - $260K
1.76K $231K
MGV
Vanguard Mega Cap Value

ETFs
1.85K
New
$124.06 - $133.48 $229K - $246K
1.85K $230K
CRM
Salesforce, Inc.

Technology
90
+ 2.75%
$270.87 - $367.87 $24.4K - $33.1K
3.36K $1.12M
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
10.1K
New
$22.04 - $23.08 $223K - $233K
10.1K $226K
VCR
Vanguard Consumer Discretionar

ETFs
278
+ 8.03%
$328.51 - $401.37 $91.3K - $112K
3.74K $1.4M
OMF
One Main Holdings, Inc.

Financial Services
4.3K
New
$45.27 - $57.43 $195K - $247K
4.3K $224K
DGRO
Ishares Core Dividend Growth E

ETFs
6.68K
+ 4.81%
$60.73 - $64.94 $406K - $434K
146K $8.93M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.24K
New
$63.19 - $73.31 $205K - $237K
3.24K $222K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
3.88K
New
$45.39 - $62.98 $176K - $244K
3.88K $219K
SII
Sprott Inc.

Financial Services
5.2K
New
$41.42 - $47.55 $215K - $247K
5.2K $219K
ROK
Rockwell Automation, Inc

Industrials
760
New
$264.65 - $302.92 $201K - $230K
760 $217K
TPR
Tapestry, Inc.

Consumer Cyclical
3.27K
New
$43.54 - $66.18 $142K - $216K
3.27K $213K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.72K
New
$55.86 - $60.21 $208K - $224K
3.72K $212K
MRVL
Marvell Technology, Inc.

Technology
642
+ 17.34%
$70.31 - $124.78 $45.1K - $80.1K
4.35K $479K
CAH
Cardinal Health Inc

Healthcare
1.8K
New
$107.89 - $125.33 $194K - $225K
1.8K $212K
CTRA
Coterra Energy Inc.

Energy
8.27K
New
$22.71 - $27.63 $188K - $229K
8.27K $211K
LAD
Lithia Motors Inc

Consumer Cyclical
589
New
$303.15 - $394.27 $179K - $232K
589 $210K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
3.44K
New
$55.73 - $66.16 $192K - $228K
3.44K $207K
CTVA
Corteva, Inc.

Basic Materials
3.83K
+ 56.01%
$55.21 - $64.13 $212K - $246K
10.7K $608K
AMD
Advanced Micro Devices Inc

Technology
3.64K
+ 67.21%
$118.88 - $172.8 $433K - $630K
9.07K $1.1M
BA
Boeing CO

Industrials
229
+ 3.48%
$138.14 - $180.72 $31.6K - $41.4K
6.82K $1.21M
HMC
Honda Motor CO LTD

Consumer Cyclical
7.17K
New
$23.7 - $32.62 $170K - $234K
7.17K $204K
FSK
Fs Kkr Capital Corp

Financial Services
9.31K
New
$19.71 - $22.22 $183K - $207K
9.31K $202K
WEC
Wec Energy Group, Inc.

Utilities
2.15K
New
$92.94 - $101.82 $199K - $218K
2.15K $201K
ASML
Asml Holding Nv

Technology
780
+ 31.64%
$658.43 - $872.27 $514K - $680K
3.25K $2.25M
DOCU
Docusign, Inc.

Technology
94
+ 1.41%
$61.42 - $106.99 $5.77K - $10.1K
6.78K $609K
PFF
Ishares Trust Ishares Pfd And

ETFs
8.4K
+ 20.39%
$31.23 - $33.51 $262K - $282K
49.6K $1.56M
DELL
Dell Technologies Inc.

Technology
1.73K
+ 60.18%
$111.96 - $144.21 $193K - $249K
4.59K $529K
Activity Summary
Buys All Purchases 345 New Holdings 43 Increased Positions 302 Sells All Sells 234 Reductions 234 Sold out 0 Options Calls 0 Puts 0
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