Essex LLC Purchases in Q4 2025

Essex LLC

  • $508 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
126K
+ 102.15%
$278.39 - $304.13 $35.1M - $38.3M
249K $71.8M
XLE
Energy Sector Spdr

ETFs
25.7K
+ 107.57%
$85.22 - $92.02 $2.19M - $2.36M
49.6K $4.56M
XLY
Select Sector Spdr Consumer Di

ETFs
10.1K
+ 119.62%
$228.75 - $242.18 $2.31M - $2.44M
18.5K $4.27M
XLB
Select Sector Spdr Fd Material

ETFs
18.2K
+ 105.66%
$84.72 - $89.9 $1.54M - $1.64M
35.4K $3.07M
XLU
Utilities Sector Spdr

ETFs
14.7K
+ 105.65%
$87.89 - $92.9 $1.3M - $1.37M
28.7K $2.55M
LLY
Eli Lilly & CO

Healthcare
405
+ 16.04%
$799.57 - $1025.28 $324K - $415K
2.93K $2.99M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
19.2K
+ 2.48%
$23.02 - $24.23 $442K - $465K
793K $19M
GOOGL
Alphabet Inc.

Communication Services
91
+ 0.36%
$236.57 - $291.31 $21.5K - $26.5K
25.1K $6.94M
XLV
Select Sector Spdr Fund Health

ETFs
1.88K
+ 4.18%
$141.95 - $152.82 $267K - $288K
46.9K $7.12M
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 6.63%
$213.04 - $254.0 $283K - $337K
21.4K $5.01M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
8.47K
New
$46.2 - $46.85 $391K - $397K
8.47K $391K
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.73K
+ 1.76%
$34.78 - $37.69 $95.1K - $103K
158K $5.92M
SCHW
Schwab Charles Corp

Financial Services
3.36K
+ 84.94%
$91.91 - $97.71 $309K - $329K
7.32K $672K
ABBV
Abb Vie Inc.

Healthcare
1.06K
+ 23.21%
$211.96 - $244.38 $225K - $259K
5.63K $1.32M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
19.1K
+ 3.0%
$28.9 - $30.17 $552K - $577K
657K $19.1M
IBB
Ishares Biotechnology ETF

ETFs
1.37K
New
$148.51 - $164.96 $204K - $227K
1.37K $225K
JMBS
Janus Detroit Str Tr Henderson

ETFs
4.93K
New
$45.54 - $46.2 $225K - $228K
4.93K $224K
CSCO
Cisco Systems, Inc.

Technology
2.78K
New
$67.46 - $78.0 $187K - $217K
2.78K $216K
TTT
Proshares Ultrapro Short 20 +

ETFs
3.08K
New
$62.22 - $69.35 $192K - $214K
3.08K $211K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.41K
New
$142.82 - $150.36 $201K - $212K
1.41K $207K
WFC
Wells Fargo & Company

Financial Services
2.49K
New
$77.62 - $87.3 $193K - $217K
2.49K $207K
EXAS
Exact Sciences Corp

Healthcare
2.9K
New
$56.19 - $69.63 $163K - $202K
2.9K $194K
CB
Chubb LTD

Financial Services
641
New
$268.2 - $296.22 $172K - $190K
641 $189K
SOUN
Soundhound Ai, Inc.

Technology
15.5K
New
$12.17 - $20.86 $188K - $323K
15.5K $188K
AVGO
Broadcom Inc.

Technology
437
+ 15.14%
$324.63 - $385.98 $142K - $169K
3.32K $1.14M
IBM
International Business Machines Corp

Technology
44
+ 0.47%
$275.97 - $314.98 $12.1K - $13.9K
9.5K $2.82M
BAC
Bank Of America Corp

Financial Services
2.76K
+ 29.45%
$48.65 - $54.11 $134K - $149K
12.1K $624K
BE
Bloom Energy Corp

Industrials
12
+ 0.25%
$86.06 - $142.37 $1.03K - $1.71K
4.76K $532K
XLP
Consumer Staples Sector Spdr

ETFs
1.71K
+ 5.72%
N/A
31.5K $2.4M
XLF
Financial Sector Spdr

ETFs
6.88K
+ 4.17%
$51.76 - $53.77 $356K - $370K
172K $9.02M
CRM
Salesforce, Inc.

Technology
501
+ 15.21%
$235.69 - $263.41 $118K - $132K
3.79K $899K
XLI
Industrial Sector Spdr

ETFs
1.32K
+ 2.96%
$149.9 - $155.79 $197K - $205K
45.8K $6.96M
NEE
Nextera Energy Inc

Utilities
208
+ 3.77%
$78.18 - $86.03 $16.3K - $17.9K
5.72K $490K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.49K
+ 30.28%
$40.65 - $42.74 $60.7K - $63.9K
6.43K $263K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
70
+ 2.68%
$475.68 - $513.11 $33.3K - $35.9K
2.68K $1.36M
TBT
Proshares Ultrashort 20+Year T

ETFs
1.16K
+ 17.41%
$31.79 - $34.15 $36.7K - $39.5K
7.8K $265K
VTI
Vanguard Total Stock Market Et

ETFs
80
+ 1.67%
$321.8 - $337.95 $25.7K - $27K
4.88K $1.61M
CME
Cme Group Inc.

Financial Services
45
+ 2.01%
$261.53 - $285.04 $11.8K - $12.8K
2.28K $636K
COST
Costco Wholesale Corp

Consumer Defensive
54
+ 4.46%
$910.94 - $954.99 $49.2K - $51.6K
1.26K $1.15M
CVX
Chevron Corp

Energy
185
+ 8.3%
$148.9 - $157.72 $27.5K - $29.2K
2.41K $373K
BX
Blackstone Inc.

Financial Services
607
+ 31.86%
$138.42 - $168.45 $84K - $102K
2.51K $347K
VTV
Vanguard Value ETF

ETFs
65
+ 0.95%
$182.87 - $189.72 $11.9K - $12.3K
6.93K $1.3M
VTRS
Viatris Inc

Healthcare
2
+ 0.01%
$9.74 - $11.2 $19.5 - $22.4
19.8K $212K
HWM
Howmet Aerospace Inc.

Industrials
1
+ 0.05%
$184.09 - $209.74 $184 - $210
1.87K $380K
PSTG
Pure Storage, Inc.

Technology
67
+ 1.85%
$83.96 - $98.7 $5.63K - $6.61K
3.69K $311K
VIG
Vanguard Dividend Appreciation

ETFs
46
+ 0.78%
N/A
5.92K $1.08M
VUG
Vanguard Growth ETF

ETFs
1
+ 0.08%
$470.44 - $504.26 $470 - $504
1.26K $608K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3
+ 0.1%
$72.21 - $75.0 $217 - $225
2.91K $213K
WMT
Walmart Inc.

Consumer Defensive
15
+ 0.51%
$101.18 - $109.03 $1.52K - $1.64K
2.94K $302K
Activity Summary
Buys All Purchases 77 New Holdings 13 Increased Positions 64 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 1 Puts 0
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