Essex LLC Sells in Q4 2025

Essex LLC

  • $508 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-61.6K
- 14.83%
$83.45 - $84.82 $5.14M - $5.22M
354K $29.6M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-54K
- 18.86%
$79.55 - $80.13 $4.29M - $4.32M
232K $18.5M
SJNK
Spdr Bloomberg Short Term High

ETFs
-68.6K
- 7.53%
$25.2 - $25.57 $1.73M - $1.75M
842K $21.2M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-38.4K
- 62.75%
$29.21 - $29.73 $1.12M - $1.14M
22.8K $665K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
-41.1K
- 33.17%
$22.89 - $23.27 $940K - $955K
82.7K $1.9M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-35.8K
- 5.28%
$19.25 - $19.51 $690K - $699K
642K $12.4M
GS
Goldman Sachs Group Inc

Financial Services
-335
- 2.06%
$744.6 - $838.97 $249K - $281K
15.9K $12.3M
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
-20K
- 18.84%
$24.8 - $25.02 $497K - $501K
86.3K $2.14M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-10.7K
- 14.83%
$42.66 - $43.29 $458K - $465K
61.7K $2.64M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-417
- 2.31%
$176.58 - $207.02 $73.6K - $86.3K
17.6K $3.19M
IDCC
Inter Digital, Inc.

Communication Services
-688
- 27.15%
$337.32 - $396.54 $232K - $273K
1.85K $626K
DD
Du Pont De Nemours, Inc.

Basic Materials
-130
- 2.05%
$34.69 - $82.16 $4.51K - $10.7K
6.2K $246K
NVDA
Nvidia Corp

Technology
-1.28K
- 2.25%
$179.83 - $207.04 $230K - $265K
55.6K $10.4M
BXP
Boston Properties Inc

Real Estate
-1.51K
- 5.0%
$69.37 - $76.32 $105K - $115K
28.7K $2.03M
HON
Honeywell International Inc

Industrials
-354
- 3.61%
$194.07 - $220.67 $68.7K - $78.1K
9.46K $1.86M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.29K
- 6.16%
$61.89 - $76.13 $80.1K - $98.5K
19.7K $1.22M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-849
- 1.56%
$57.84 - $62.5 $49.1K - $53.1K
53.7K $3.24M
PINS
Pinterest, Inc.

Communication Services
-1.25K
- 5.04%
$25.75 - $35.24 $32.1K - $43.9K
23.5K $624K
PG
Procter & Gamble CO

Consumer Defensive
-281
- 1.71%
$145.5 - $153.18 $40.9K - $43K
16.1K $2.35M
SO
Southern CO

Utilities
-666
- 2.95%
$90.58 - $99.72 $60.3K - $66.4K
21.9K $1.99M
EMR
Emerson Electric CO

Industrials
-358
- 1.49%
$126.01 - $140.03 $45.1K - $50.1K
23.6K $3.01M
GE
General Electric CO

Industrials
-242
- 1.22%
$291.49 - $314.28 $70.5K - $76.1K
19.6K $5.88M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.26K
- 2.29%
$50.57 - $50.77 $63.7K - $64K
53.8K $2.72M
KMI
Kinder Morgan, Inc.

Energy
-1.57K
- 7.39%
$25.84 - $28.46 $40.5K - $44.7K
19.7K $539K
VB
Vanguard Small Cap ETF

ETFs
-175
- 4.46%
$248.1 - $260.08 $43.4K - $45.5K
3.75K $936K
PFE
Pfizer Inc

Healthcare
-1.52K
- 2.68%
$24.23 - $27.37 $36.8K - $41.5K
55.2K $1.38M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-3.19K
- 5.71%
$18.14 - $18.51 $57.9K - $59.1K
52.8K $965K
OBE
Obsidian Energy Ltd.

Energy
-7K
- 23.43%
$5.52 - $6.87 $38.6K - $48.1K
22.9K $143K
MA
Mastercard Inc

Financial Services
-11
- 0.86%
$536.85 - $580.45 $5.91K - $6.38K
1.26K $676K
CTVA
Corteva, Inc.

Basic Materials
-472
- 6.97%
$61.0 - $66.48 $28.8K - $31.4K
6.3K $415K
V
Visa Inc.

Financial Services
-65
- 5.69%
$325.75 - $352.42 $21.2K - $22.9K
1.08K $350K
IYF
Ishares Tr

ETFs
-8
- 0.06%
$120.85 - $126.31 $967 - $1.01K
12.9K $1.6M
VV
Vanguard Large Cap ETF

ETFs
-144
- 4.91%
$301.9 - $317.98 $43.5K - $45.8K
2.79K $865K
IYJ
Ishares Tr

ETFs
-30
- 0.27%
$142.48 - $148.68 $4.27K - $4.46K
11.2K $1.61M
VOX
Vanguard Communication Service

ETFs
-108
- 6.52%
$180.26 - $190.8 $19.5K - $20.6K
1.55K $279K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-87
- 1.01%
$125.45 - $131.1 $10.9K - $11.4K
8.49K $1.08M
KOMP
Spdr S&P Kensho New Economies

ETFs
-59
- 0.54%
$60.1 - $65.57 $3.55K - $3.87K
10.9K $655K
DOCU
Docusign, Inc.

Technology
-125
- 2.95%
$67.01 - $73.14 $8.38K - $9.14K
4.12K $279K
AIQ
Global X Funds Global X Artifi

ETFs
-996
- 3.0%
$48.93 - $53.56 $48.7K - $53.3K
32.2K $1.62M
IYK
Ishares U.S. Consumer Staples

ETFs
-300
- 2.57%
$66.27 - $69.53 $19.9K - $20.9K
11.4K $773K
SHOP
Shopify Inc.

Technology
-94
- 2.25%
$146.04 - $179.01 $13.7K - $16.8K
4.09K $596K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-1.27K
- 1.32%
$25.2 - $26.46 $32K - $33.6K
94.5K $2.44M
IYM
Ishares Tr

ETFs
-54
- 1.5%
$139.22 - $151.57 $7.52K - $8.18K
3.54K $512K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-893
- 3.14%
$31.41 - $33.69 $28K - $30.1K
27.6K $889K
PM
Philip Morris International Inc.

Consumer Defensive
-3
- 0.18%
$144.33 - $160.86 $433 - $483
1.66K $253K
TT
Trane Technologies PLC

Industrials
-17
- 0.76%
$408.5 - $448.65 $6.94K - $7.63K
2.22K $929K
COF
Capital One Financial Corp

Financial Services
-10
- 0.93%
$201.01 - $225.01 $2.01K - $2.25K
1.06K $213K
SPY
Spdr S&P 500 ETF Trust

ETFs
-13
- 0.22%
$653.02 - $687.39 $8.49K - $8.94K
6.01K $4M
HEI
Heico Corp

Industrials
-9
- 1.01%
$306.83 - $330.64 $2.76K - $2.98K
878 $275K
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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