Essex Financial Services
$1.8B Assets Reported
841 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC | 323,679 | $82M | 4.6% |
| QQQ | INVESCO QQQ TR | 99,109 | $57M | 3.2% |
| MSFT | MICROSOFT CORP | 105,311 | $39M | 2.2% |
| VOOG | VANGUARD ADMIRAL FDS INC | 89,557 | $37M | 2.0% |
| GLD | SPDR GOLD TR | 79,590 | $34M | 1.9% |
| NVDA | NVIDIA CORPORATION | 184,682 | $32M | 1.8% |
| GOOGL | ALPHABET INC | 111,778 | $32M | 1.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 47,270 | $31M | 1.7% |
| IVV | ISHARES TR | 39,413 | $26M | 1.4% |
| VYM | VANGUARD WHITEHALL FDS | 171,583 | $25M | 1.4% |
Track Essex Financial Services's 13F portfolio: $1.8B in reported holdings, 841 positions. Top holdings, AUM, and quarterly changes on SentiSense.