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
ACN
Accenture PLC

Technology
90
+ 2.89%
$343.9 - $376.86 $31K - $33.9K
3.21K $1.13M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
64
+ 3.77%
$180.39 - $205.43 $11.5K - $13.1K
1.76K $334K
FTV
Fortive Corp

Technology
491
+ 18.32%
$71.16 - $79.68 $34.9K - $39.1K
3.17K $237K
CAT
Caterpillar Inc

Industrials
1.02K
+ 8.39%
$360.37 - $416.88 $369K - $426K
13.2K $4.79M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
628
+ 8.7%
$33.92 - $36.6 $21.3K - $23K
7.85K $271K
RPV
Invesco Exchange Traded Fd Tr

ETFs
186
+ 3.32%
$87.41 - $97.21 $16.3K - $18.1K
5.78K $521K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
17
+ 0.24%
$43.37 - $51.46 $737 - $875
7.23K $348K
RBBN
Ribbon Communications Inc.

Communication Services
178
+ 0.74%
$3.11 - $4.3 $554 - $765
24.3K $101K
HPE
Hewlett Packard Enterprise CO

Technology
461
+ 3.56%
$19.31 - $23.95 $8.9K - $11K
13.4K $286K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
329
+ 1.19%
$13.61 - $14.58 $4.48K - $4.8K
28.1K $404K
IWR
Ishares Russell Mid Cap ETF

ETFs
30
+ 0.05%
$87.25 - $95.52 $2.62K - $2.87K
63.8K $5.64M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
2.1K
+ 9.37%
$67.29 - $73.38 $141K - $154K
24.5K $1.66M
MGM
Mgm Resorts International

Consumer Cyclical
1.26K
+ 21.95%
$33.44 - $41.99 $42K - $52.7K
6.98K $241K
DGX
Quest Diagnostics Inc

Healthcare
131
+ 6.08%
N/A
2.29K $313K
INTU
Intuit Inc

Technology
11
+ 0.81%
$602.01 - $706.25 $6.62K - $7.77K
1.37K $858K
CACI
Caci International Inc

Technology
40
+ 3.72%
N/A
1.12K $476K
WASH
Washington Trust Bancorp Inc

Financial Services
726
+ 10.93%
$30.4 - $39.92 $22.1K - $29K
7.37K $230K
AIG
American International Group, Inc.

Financial Services
219
+ 5.83%
$70.0 - $79.22 $15.3K - $17.3K
3.98K $289K
ITW
Illinois Tool Works Inc

Industrials
128
+ 5.75%
$253.56 - $278.5 $32.5K - $35.6K
2.36K $597K
CET
Central Securities Corp

Financial Services
295
+ 4.3%
$45.38 - $49.1 $13.4K - $14.5K
7.15K $326K
TD
Toronto Dominion Bank

Financial Services
1.4K
+ 22.37%
$51.56 - $63.8 $72.3K - $89.4K
7.67K $408K
MCD
Mcdonalds Corp

Consumer Cyclical
683
+ 5.36%
$288.47 - $316.54 $197K - $216K
13.4K $3.89M
XEL
Xcel Energy Inc

Utilities
57
+ 1.63%
$62.16 - $72.92 $3.54K - $4.16K
3.55K $239K
WNEB
Western New England Bancorp, Inc.

Financial Services
16
+ 0.1%
$8.38 - $9.99 $134 - $160
15.6K $143K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
93
+ 0.55%
$14.26 - $15.2 $1.33K - $1.41K
17K $255K
NRZ
New Residential Investment Corp.

Real Estate
1.28K
+ 8.05%
N/A
17.1K $124K
PKW
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.02%
$114.02 - $125.22 $342 - $376
16.6K $1.91M
VBK
Vanguard Small Cap Growth ETF

ETFs
1
+ 0.12%
$264.18 - $304.19 $264 - $304
839 $234K
TFC
Truist Financial Corp

Financial Services
14
+ 0.09%
$41.51 - $48.1 $581 - $673
16.2K $700K
FLQM
Franklin Templeton ETF Tr Libe

ETFs
587
+ 3.62%
$54.15 - $58.81 $31.8K - $34.5K
16.8K $911K
VT
Vanguard Total World Stk Index

ETFs
210
+ 2.81%
$117.09 - $123.07 $24.6K - $25.8K
7.68K $901K
SLB
Schlumberger Limited

Energy
1.33K
+ 10.96%
$36.83 - $45.59 $49.1K - $60.8K
13.5K $517K
EOG
Eog Resources Inc

Energy
79
+ 1.3%
$118.22 - $136.54 $9.34K - $10.8K
6.15K $753K
IJS
Ishares S&P Smallcap 600 Value

ETFs
18
+ 0.29%
$104.59 - $118.05 $1.88K - $2.12K
6.17K $669K
CHD
Church & Dwight CO Inc

Consumer Defensive
31
+ 0.65%
$99.11 - $112.25 $3.07K - $3.48K
4.78K $500K
IFRA
Ishares Tr

ETFs
154
+ 2.6%
$45.94 - $51.71 $7.07K - $7.96K
6.08K $281K
PXE
Invesco Exchange Traded Fd Tr

ETFs
136
+ 0.45%
$28.09 - $32.7 $3.82K - $4.45K
30.3K $895K
IJK
Ishares S&P Midcap 400 Growth

ETFs
51
+ 2.12%
$90.66 - $99.46 $4.62K - $5.07K
2.46K $223K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
9
+ 0.08%
$40.82 - $45.39 $367 - $409
11.4K $474K
SYK
Stryker Corp

Healthcare
14
+ 0.47%
$345.14 - $392.15 $4.83K - $5.49K
2.97K $1.07M
WM
Waste Management Inc

Industrials
164
+ 3.0%
$201.79 - $228.46 $33.1K - $37.5K
5.63K $1.14M
Astera Labs Inc
468
+ 1.91%
N/A
24.9K $0
JPIE
J P Morgan Exchange Traded Fd
75
+ 1.46%
$45.59 - $46.25 $3.42K - $3.47K
5.23K $238K
Dimensional ETF Trust
22.7K
+ 31.75%
N/A
94K $0
J P Morgan Exchange Traded F
77.4K
+ 215.7%
N/A
113K $0
Atlassian Corporation
122
+ 10.87%
N/A
1.24K $0
RYE
Invesco Exchange Traded Fd Tr

ETFs
14
+ 0.41%
N/A
3.4K $0
Pimco ETF Tr
66.8K
+ 41.16%
N/A
229K $0
Pgim ETF Tr
12.8K
+ 75.61%
N/A
29.6K $0
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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