Essex Financial Services, Inc. Portfolio Holdings
Essex Financial Services, Inc.
- $1.36 Billion
- Q4 2024
Essex Financial Services, Inc. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.36 Billion distributed in 630 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $82.9M, Invesco Qqq Trust, Series 1 with a value of $49.3M, Microsoft Corp with a value of $44.6M, Vanguard S&P 500 Growth ETF with a value of $33.2M, and Compass Diversified Holdings with a value of $30.1M.
Examining the 13F form we can see an decrease of $706M in the current position value, from $2.07B to 1.36B.
Below you can find more details about Essex Financial Services, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.36 Billion
ETFs: $577 Million
Technology: $202 Million
Financial Services: $121 Million
Industrials: $103 Million
Healthcare: $84.7 Million
Consumer Cyclical: $68.6 Million
Energy: $57.9 Million
Communication Services: $54 Million
Other: $81.4 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 630
- Current Value $1.36 Billion
- Prior Value $2.07 Billion
- Filing
- Period Q4 2024
- Filing Date January 29, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 43 stocks
- Additional Purchases 302 stocks
- Sold out of 0 stocks
- Reduced holdings in 234 stocks