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
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
PSX
Phillips 66

Energy
2.68K
+ 84.31%
$110.35 - $138.93 $295K - $372K
5.85K $666K
CRM
Salesforce, Inc.

Technology
90
+ 2.75%
$270.87 - $367.87 $24.4K - $33.1K
3.36K $1.12M
VCR
Vanguard Consumer Discretionar

ETFs
278
+ 8.03%
$328.51 - $401.37 $91.3K - $112K
3.74K $1.4M
DGRO
Ishares Core Dividend Growth E

ETFs
6.68K
+ 4.81%
$60.73 - $64.94 $406K - $434K
146K $8.93M
MRVL
Marvell Technology, Inc.

Technology
642
+ 17.34%
$70.31 - $124.78 $45.1K - $80.1K
4.35K $479K
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
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
VO
Vanguard Mid Cap ETF

ETFs
687
+ 2.87%
$261.5 - $284.63 $180K - $196K
24.6K $6.49M
MA
Mastercard Inc

Financial Services
104
+ 2.63%
$491.3 - $536.15 $51.1K - $55.8K
4.06K $2.14M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.43%
$4100.99 - $5300.34 $4.1K - $5.3K
234 $1.16M
VFH
Vanguard Financial ETF

ETFs
222
+ 1.19%
$108.87 - $126.2 $24.2K - $28K
18.9K $2.23M
WBS
Webster Financial Corp

Financial Services
49
+ 0.25%
$44.33 - $62.82 $2.17K - $3.08K
20K $1.1M
EMR
Emerson Electric CO

Industrials
339
+ 3.74%
$108.13 - $134.33 $36.7K - $45.5K
9.41K $1.17M
DD
Du Pont De Nemours, Inc.

Basic Materials
3.33K
+ 47.13%
$75.95 - $88.05 $253K - $293K
10.4K $792K
C
Citigroup Inc

Financial Services
331
+ 1.89%
$61.31 - $72.5 $20.3K - $24K
17.9K $1.26M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.74K
+ 2.79%
$65.67 - $69.79 $180K - $192K
101K $6.79M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.06K
+ 6.33%
$57.53 - $60.83 $349K - $369K
102K $5.86M
VGSH
Vanguard

ETFs
2.81K
+ 56.98%
$58.02 - $58.88 $163K - $165K
7.73K $449K
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.26K
+ 27.05%
$61.52 - $66.5 $139K - $150K
10.6K $676K
PM
Philip Morris International Inc.

Consumer Defensive
1.42K
+ 5.26%
$118.38 - $133.06 $168K - $188K
28.3K $3.41M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.37K
+ 1.84%
$46.48 - $51.32 $63.7K - $70.3K
75.8K $3.65M
AXP
American Express CO

Financial Services
124
+ 3.18%
$267.35 - $305.57 $33.2K - $37.9K
4.03K $1.2M
KEY
Keycorp

Financial Services
7.41K
+ 32.02%
$16.21 - $19.97 $120K - $148K
30.5K $523K
IVE
Ishares S&P 500 Value ETF

ETFs
949
+ 11.82%
$189.5 - $206.17 $180K - $196K
8.98K $1.71M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
60
+ 0.69%
$521.84 - $558.82 $31.3K - $33.5K
8.79K $4.74M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
1.14K
+ 19.46%
$134.53 - $150.65 $153K - $171K
6.98K $944K
DXCM
Dexcom Inc

Healthcare
303
+ 3.25%
$65.68 - $81.01 $19.9K - $24.5K
9.62K $747K
VLO
Valero Energy Corp

Energy
1.31K
+ 40.82%
$118.59 - $144.02 $156K - $189K
4.53K $554K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
750
+ 1.2%
$11.18 - $13.68 $8.39K - $10.3K
63.2K $803K
PAYX
Paychex Inc

Industrials
436
+ 4.93%
$135.86 - $148.73 $59.2K - $64.8K
9.28K $1.3M
CB
Chubb LTD

Financial Services
592
+ 12.78%
$271.57 - $301.89 $161K - $179K
5.22K $1.44M
BITQ
Exchange Traded Concepts Tr Bi

ETFs
1.5K
+ 6.91%
$12.71 - $22.33 $19.1K - $33.5K
23.2K $391K
MAR
Marriott International Inc

Consumer Cyclical
39
+ 1.32%
$246.06 - $292.59 $9.6K - $11.4K
3K $837K
BDX
Becton Dickinson & CO

Healthcare
538
+ 25.33%
$220.02 - $243.75 $118K - $131K
2.66K $603K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.13K
+ 21.78%
$91.94 - $100.02 $104K - $113K
6.31K $584K
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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