Essex Financial Services, Inc. Incresed Positions in Q4 2024

Essex Financial Services, Inc.

  • $1.36 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
8.35K
+ 2.59%
$221.69 - $259.02 $1.85M - $2.16M
331K $82.9M
AMZN
Amazon Com Inc

Consumer Cyclical
2.93K
+ 2.51%
$180.88 - $232.93 $529K - $682K
120K $26.2M
NVDA
Nvidia Corp

Technology
6.32K
+ 3.3%
$117.0 - $148.88 $740K - $942K
198K $26.6M
RECS
Columbia ETF Tr I

ETFs
94.5K
+ 233.99%
$33.61 - $36.42 $3.18M - $3.44M
135K $4.67M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.2K
+ 1.25%
$481.22 - $538.17 $575K - $643K
96.5K $49.3M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
1.48K
+ 1.66%
$340.59 - $380.5 $505K - $564K
90.6K $33.2M
JPM
Jpmorgan Chase & CO

Financial Services
1.6K
+ 2.4%
$205.18 - $250.29 $327K - $399K
68.2K $16.3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.9K
+ 8.72%
$124.26 - $134.12 $1.35M - $1.46M
136K $17.4M
GOOG
Alphabet Inc.

Communication Services
2.01K
+ 3.95%
$163.08 - $198.16 $328K - $399K
53K $10.1M
V
Visa Inc.

Financial Services
1.11K
+ 4.51%
$273.87 - $320.91 $304K - $356K
25.7K $8.12M
AVGO
Broadcom Inc.

Technology
15
+ 0.07%
$159.67 - $250.0 $2.4K - $3.75K
20.7K $4.8M
META
Meta Platforms, Inc.

Communication Services
1.57K
+ 10.08%
$554.08 - $632.68 $869K - $993K
17.1K $10.1M
DVY
Ishares Tr

ETFs
8.57K
+ 38.58%
$129.55 - $143.41 $1.11M - $1.23M
30.8K $4.04M
ETN
Eaton Corp PLC

Industrials
3.01K
+ 55.25%
$326.96 - $377.52 $985K - $1.14M
8.46K $2.81M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
10.3K
+ 7.51%
$100.22 - $100.73 $1.03M - $1.04M
147K $14.8M
VIG
Vanguard Dividend Appreciation

ETFs
5.21K
+ 8.89%
N/A
63.9K $11.6M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
15.7K
+ 24.87%
$42.05 - $48.31 $658K - $756K
78.6K $3.64M
PRF
Invesco Exchange Traded Fd Tr

ETFs
24.6K
+ 14.32%
$40.15 - $42.9 $987K - $1.05M
196K $7.92M
VUG
Vanguard Growth ETF

ETFs
1.21K
+ 7.56%
$378.79 - $428.11 $458K - $518K
17.2K $7.06M
BAC
Bank Of America Corp

Financial Services
8.74K
+ 7.14%
$39.22 - $47.77 $343K - $417K
131K $5.76M
IEFA
Ishares Tr

ETFs
13.3K
+ 48.38%
$70.06 - $77.43 $934K - $1.03M
40.9K $2.88M
CAG
Conagra Brands Inc.

Consumer Defensive
26.4K
+ 307.58%
$26.48 - $32.72 $700K - $865K
35K $971K
IONQ
Ion Q, Inc.

Technology
7.57K
+ 67.97%
$8.17 - $48.24 $61.9K - $365K
18.7K $781K
CGUS
Capital Group Core Equity ETF
14.6K
+ 6.57%
$33.96 - $36.24 $496K - $530K
237K $8.29M
BX
Blackstone Inc.

Financial Services
594
+ 2.2%
$148.45 - $199.05 $88.2K - $118K
27.6K $4.75M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
3.1K
+ 91.31%
$209.89 - $233.24 $650K - $723K
6.49K $1.38M
RWL
Invesco Exchange Traded Fd Tr

ETFs
6.23K
+ 28.2%
$97.11 - $104.1 $605K - $649K
28.3K $2.77M
CSCO
Cisco Systems, Inc.

Technology
2.27K
+ 3.08%
$52.45 - $60.02 $119K - $136K
75.9K $4.5M
UNP
Union Pacific Corp

Industrials
3.38K
+ 25.95%
$223.15 - $249.32 $754K - $842K
16.4K $3.74M
PLTR
Palantir Technologies Inc.

Technology
1.81K
+ 17.62%
$36.46 - $82.38 $66K - $149K
12.1K $913K
IVW
Ishares S&P 500 Growth ETF

ETFs
3.67K
+ 13.91%
$94.43 - $105.47 $347K - $387K
30.1K $3.05M
HON
Honeywell International Inc

Industrials
1.36K
+ 12.36%
$202.84 - $236.0 $276K - $321K
12.4K $2.79M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.07K
+ 25.65%
$198.04 - $221.51 $410K - $458K
10.1K $2.13M
DIS
Walt Disney CO

Communication Services
566
+ 2.01%
$92.39 - $117.6 $52.3K - $66.6K
28.7K $3.2M
LNG
Cheniere Energy, Inc.

Energy
599
+ 6.24%
$181.07 - $225.92 $108K - $135K
10.2K $2.19M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
5.38K
+ 39.86%
$73.49 - $86.09 $395K - $463K
18.9K $1.45M
VGT
Vanguard Information Technolog

ETFs
468
+ 11.78%
$571.78 - $647.97 $268K - $303K
4.44K $2.76M
IWY
Ishares Tr Russell 200 Growth

ETFs
1.75K
+ 183.25%
$216.72 - $244.71 $379K - $428K
2.71K $636K
KKR
Kkr & Co. Inc.

Financial Services
1.05K
+ 7.0%
$129.87 - $162.87 $136K - $171K
16K $2.37M
DE
Deere & CO

Industrials
851
+ 12.42%
$389.45 - $466.0 $331K - $397K
7.7K $3.26M
NFLX
Netflix Inc

Communication Services
18
+ 0.88%
$687.65 - $936.56 $12.4K - $16.9K
2.06K $1.84M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.21K
+ 4.24%
$129.96 - $144.97 $157K - $175K
29.7K $4.14M
APP
App Lovin Corp

Technology
230
+ 15.31%
$130.67 - $401.5 $30.1K - $92.3K
1.73K $560K
COST
Costco Wholesale Corp

Consumer Defensive
245
+ 5.65%
$873.59 - $994.69 $214K - $244K
4.58K $4.2M
DVN
Devon Energy Corp

Energy
12K
+ 129.53%
$30.52 - $42.96 $367K - $516K
21.3K $696K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.36K
+ 2.13%
$126.68 - $134.74 $426K - $453K
161K $20.6M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
285
+ 2.34%
$47.29 - $84.74 $13.5K - $24.2K
12.5K $928K
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
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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