Essex Financial Services, Inc. Reduced Holdings in Q4 2024

Essex Financial Services, Inc.

  • $1.36 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-600
- 7.38%
$108.28 - $117.54 $65K - $70.5K
7.53K $819K
DEO
Diageo PLC

Consumer Defensive
-241
- 5.35%
$118.0 - $139.88 $28.4K - $33.7K
4.26K $541K
VOOV
Vanguard S&P 500 Value ETF

ETFs
-59
- 0.47%
$184.21 - $199.29 $10.9K - $11.8K
12.5K $2.31M
CPB
Campbell Soup CO

Consumer Defensive
-1.02K
- 16.1%
$41.42 - $48.71 $42.3K - $49.7K
5.32K $222K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-415
- 3.85%
$176.42 - $186.91 $73.2K - $77.6K
10.4K $1.84M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-827
- 8.49%
$33.77 - $44.09 $27.9K - $36.5K
8.92K $302K
PULS
Pgim ETF Tr

ETFs
-1.68K
- 21.98%
$49.51 - $49.79 $83.1K - $83.5K
5.96K $295K
FLNG
Flex Lng Ltd.

Energy
-1.02K
- 4.24%
$21.13 - $26.93 $21.6K - $27.6K
23.1K $530K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-2.95K
- 4.0%
$25.33 - $27.57 $74.7K - $81.3K
70.9K $1.84M
WU
Western Union CO

Financial Services
-1.47K
- 2.96%
$10.52 - $11.94 $15.4K - $17.5K
48K $508K
RAAX
Vaneck ETF Trust Inflation All

ETFs
-1.16K
- 1.82%
$27.92 - $30.39 $32.4K - $35.3K
62.5K $1.76M
APD
Air Products & Chemicals, Inc.

Basic Materials
-163
- 3.84%
$285.5 - $335.62 $46.5K - $54.7K
4.08K $1.18M
FANG
Diamondback Energy, Inc.

Energy
-167
- 2.7%
$153.06 - $199.5 $25.6K - $33.3K
6.02K $986K
ICLN
Ishares

ETFs
-2.58K
- 17.32%
$11.35 - $14.51 $29.3K - $37.4K
12.3K $140K
PGR
Progressive Corp

Financial Services
-118
- 3.4%
$239.6 - $268.88 $28.3K - $31.7K
3.36K $804K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-698
- 4.36%
$99.0 - $99.5 $69.1K - $69.5K
15.3K $1.52M
TT
Trane Technologies PLC

Industrials
-29
- 0.88%
$369.35 - $419.14 $10.7K - $12.2K
3.27K $1.21M
ZTS
Zoetis Inc.

Healthcare
-45
- 2.21%
$162.24 - $194.42 $7.3K - $8.75K
1.99K $324K
MELI
Mercadolibre Inc

Consumer Cyclical
-1
- 0.5%
$1666.0 - $2117.3 $1.67K - $2.12K
201 $341K
HUBB
Hubbell Inc

Industrials
-131
- 7.72%
$418.89 - $472.12 $54.9K - $61.8K
1.57K $655K
IEMG
Ishares Inc

ETFs
-1.3K
- 16.02%
N/A
6.82K $365K
AFL
Aflac Inc

Financial Services
-291
- 6.19%
$100.37 - $115.27 $29.2K - $33.5K
4.41K $456K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-862
- 9.93%
$47.77 - $51.75 $41.2K - $44.6K
7.82K $377K
HSY
Hershey CO

Consumer Defensive
-4
- 0.15%
$168.67 - $193.65 $675 - $775
2.72K $459K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-265
- 0.96%
$77.86 - $79.27 $20.6K - $21K
27.3K $2.13M
NOC
Northrop Grumman Corp

Industrials
-3
- 0.31%
$466.52 - $543.88 $1.4K - $1.63K
970 $455K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-3.43K
- 9.75%
$17.93 - $18.8 $61.5K - $64.5K
31.8K $578K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-895
- 0.83%
$61.68 - $67.87 $55.2K - $60.7K
107K $6.64M
VXF
Vanguard Extended Market ETF

ETFs
-415
- 14.5%
$179.17 - $207.15 $74.4K - $86K
2.45K $464K
TTE
Total Energies Se

Energy
-820
- 9.37%
N/A
7.93K $544K
PPA
Invesco Exchange Traded Fd Tr

ETFs
-455
- 9.18%
$113.79 - $124.5 $51.8K - $56.6K
4.5K $516K
GLDM
World Gold Trust

ETFs
-885
- 1.87%
$50.76 - $55.23 $44.9K - $48.9K
46.3K $2.41M
VAW
Vanguard Materials ETF

ETFs
-18
- 0.86%
$186.91 - $215.32 $3.36K - $3.88K
2.07K $389K
CWENA
Clearway Energy Inc Cl A
-1.51K
- 4.32%
N/A
33.5K $1.16M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-730
- 6.71%
$51.54 - $52.55 $37.6K - $38.4K
10.2K $524K
STOT
Spdr Doubleline Short Duration

ETFs
-793
- 4.84%
$46.75 - $47.33 $37.1K - $37.5K
15.6K $731K
MKC
Mccormick & CO Inc

Consumer Defensive
-205
- 3.92%
$73.97 - $84.09 $15.2K - $17.2K
5.03K $383K
ENB
Enbridge Inc

Energy
-1.36K
- 21.61%
$40.4 - $43.92 $55K - $59.8K
4.94K $209K
XT
Ishares Tr Exponential Technol

ETFs
-579
- 6.9%
$58.7 - $62.72 $34K - $36.3K
7.82K $466K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-745
- 6.22%
$50.67 - $50.9 $37.7K - $37.9K
11.2K $569K
SPGI
S&P Global Inc.

Financial Services
-52
- 11.09%
$480.36 - $529.17 $25K - $27.5K
417 $207K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-4
- 0.27%
$176.4 - $231.84 $706 - $927
1.5K $263K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-190
- 4.21%
$52.1 - $57.26 $9.9K - $10.9K
4.33K $225K
EBC
Eastern Bankshares, Inc.

Financial Services
-5.75K
- 7.45%
$15.83 - $19.03 $91K - $109K
71.5K $1.23M
VTR
Ventas, Inc.

Real Estate
-9
- 0.15%
$57.73 - $66.48 $520 - $598
5.96K $350K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-310
- 5.56%
$48.17 - $53.38 $14.9K - $16.5K
5.26K $256K
AWR
American States Water CO

Utilities
-75
- 1.69%
$77.72 - $87.27 $5.83K - $6.55K
4.35K $338K
ICE
Intercontinental Exchange, Inc.

Financial Services
-47
- 2.47%
$148.29 - $166.93 $6.97K - $7.85K
1.86K $276K
BAR
Granite Shares Gold Trust

ETFs
-1.04K
- 6.02%
$25.3 - $27.51 $26.2K - $28.5K
16.2K $419K
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
Track This Portfolio

Track Essex Financial Services, Inc. Portfolio

Follow Essex Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Essex Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Essex Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email