Essex LLC Portfolio Holdings
Essex LLC
- $455 Million
- Q1 2025
Essex LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $455 Million distributed in 168 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $48.8M, Vanguard Sht Term Corp Bd ETF with a value of $35.7M, Spdr Bloomberg Short Term High with a value of $27.4M, Technology Sector Spdr with a value of $22.6M, and Schwab Strategic Tr Us Large C with a value of $21.4M.
Examining the 13F form we can see an decrease of $14.8M in the current position value, from $470M to 455M.
Below you can find more details about Essex LLC portfolio as well as his latest detailed transactions.
Portfolio value
$455 Million
ETFs: $305 Million
Technology: $32.6 Million
Financial Services: $31.4 Million
Industrials: $26 Million
Communication Services: $14.9 Million
Healthcare: $14.7 Million
Consumer Defensive: $7.81 Million
Consumer Cyclical: $7.7 Million
Other: $14.7 Million